Eisai Co., Ltd. (ESAIY) Q3 2026 Earnings Call February 9, 2026 3:00 AM EST
Company Participants
Takuya Oyama – Vice President, Chief Financial Officer & Chief IR Officer
Keisuke Naito – Representative Corporate Officer, EVP, COO & Chief Growth Officer
Katsuya Haruna – Group Officer & Executive VP of LENVIMA & Oncology Pipeline Global Lead and US Business Operations
Terushige Iike – Executive VP, Rep. Corporate Officer & Chief Business Officer
Sayoko Sasaki – Vice President of China Business Japan/Asia Filing & Registration Global Safety
Katsutoshi Ido – VP, Chief Scientific Officer & Head of DHBL Discoverry
Conference Call Participants
Hidemaru Yamaguchi – Citigroup Inc., Research Division
Seiji Wakao – JPMorgan Chase & Co, Research Division
Tony Ren – Macquarie Research
Shinichiro Muraoka – Morgan Stanley, Research Division
Fumiyoshi Sakai – UBS Investment Bank, Research Division
Miki Sogi – Bernstein Institutional Services LLC, Research Division
Akinori Ueda – Goldman Sachs Group, Inc., Research Division
Kazuaki Hashiguchi – Daiwa Securities Co. Ltd., Research Division
Presentation
Operator
It is now time. We would like to begin fiscal results and business update session by Eisai for Q3 fiscal 2025. Today, the briefing is held in virtual format. Please find presentation materials on Eisai website.
I would now like to introduce the presenters. Today, Mr. Keisuke Naito, Representative Corporate Officer, COO and Chief Growth Officer; and Mr. Takuya Oyama, CFO and Chief IR Officer. Mr. Oyama, CFO, please.
Takuya Oyama
Vice President, Chief Financial Officer & Chief IR Officer
Hello, everyone. Thank you very much for your participation today. I am Oyama, and I assumed the role of CFO and CIRO this January.
Now let me begin with the highlights of the third quarter of fiscal year 2025. Please turn to Slide 2. Revenue for the third quarter of fiscal year 2025 reached JPY 619.9 billion, a 3.1% increase year-on-year, driven by steady growth in our organic pharmaceutical business. Operating
