DAIICHI SANKYO COMPANY,LIMITED Earnings Presentation

Source disclosure: January 30, 2026

DAIICHI SANKYO COMPANY,LIMITED [4568.T]

TOKYO — Daiichi Sankyo Company, Limited provided additional earnings materials on January 30, 2026, covering its third quarter results for the fiscal year ending March 2025. The company's stock code is 4568 and the full presentation can be accessed through their official website at https://www.daiichisankyo.co.jp.

The consolidated income statement shows that Daiichi Sankyo reported a cumulative sales 1 percent from the previous year’s figure of ¥13,676 billion. This performance was slightly below the initial forecast of ¥21,000 billion but exceeded the revised estimate of ¥20,000 billion by ¥1,000 billion. Adjustments due to foreign exchange rates had a negative impact of ¥33 billion, primarily influenced by movements in the US dollar and euro against the yen.

In terms of operating expenses, the gross profit margin improved to 78.1%, up from 76.5% in the same period last year, driven largely by a rise in core operating income to ¥2,492 billion from ¥2,290 billion. However, one-time revenues decreased significantly compared to the October forecast, contributing negatively to overall profitability. Despite these challenges, the company managed to maintain a strong position in research and development spending, which increased by 12.7% to ¥3,387 billion over the prior year's expenditure of ¥3,006 billion.

Daiichi Sankyo also detailed adjustments made to convert operating income to core operating income, noting significant contributions from DXd ADC products, whose profit share rose by 32.5% to ¥2,231 billion. Additionally, the company highlighted the importance of adjusting for non-recurring items such as extraordinary gains and losses, which impacted the bottom line differently than initially anticipated. For instance, while extraordinary revenues were lower than expected, extraordinary expenses were higher, leading to a slight decrease in net income compared to forecasts.

Overall, despite facing headwinds from currency fluctuations and some discrepancies between actual and projected figures, Daiichi Sankyo demonstrated resilience in maintaining robust operational margins and continued investment in innovative pharmaceuticals. The company's strategic focus on global product sales and ongoing R&D efforts underscores its commitment to long-term growth and competitiveness in the healthcare sector.

Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.