Eisai Co., Ltd. (ESAIY) Q1 2027 Earnings Call August 3, 2026 3:00 AM EDT
Company Participants
Takuya Oyama – Vice President, Chief Financial Officer & Chief IR Officer
Haruo Naito – CEO, Representative Corporate Officer & Director
Katsuya Haruna – Head of Global Product & Franchise Strategy
Tatsuyuki Yasuno – Senior VP & President of Americas Region
Keisuke Naito – Representative Corporate Officer, EVP, COO & Chief Growth Officer
Katsutoshi Ido – VP, Chief Scientific Officer & Head of DHBL Discoverry
Conference Call Participants
Hidemaru Yamaguchi – Citigroup Inc., Research Division
Fumiyoshi Sakai – UBS Investment Bank, Research Division
Seiji Wakao – JPMorgan Chase & Co, Research Division
Tony Ren – Macquarie Research
Masao Yoshida – Tokai Tokyo Intelligence Laboratory Co., Ltd.
Kazuaki Hashiguchi – Daiwa Securities Co. Ltd., Research Division
Miki Sogi – Bernstein Institutional Services LLC, Research Division
Presentation
Operator
It is now time. We would like to begin the briefing session on the financial results from Q1 fiscal 2026 of Eisai Company Limited. Today, this will be held in hybrid format, including in-person attendance and online attendance. Please download the materials from the website. I would like to introduce the speakers today, Mr. Keisuke Naito, COO and Chief Growth Officer; and Mr. Takuya Oyama, CFO and Chief IR Officer. First, Mr. Oyama CFO, will present the financial results, after which Mr. Naito, COO, will report on the overall business. Mr. Oyama, CFO, please.
Takuya Oyama
Vice President, Chief Financial Officer & Chief IR Officer
Everyone, thank you very much for gathering to attend this session out of your busy schedule. Let me begin with our financial highlights for the first quarter of fiscal year 2026. Revenue for the first quarter of fiscal year 2026 was JPY 234.3 billion, a 15.6% increase from a year earlier. The Pharmaceutical business, which is our organic business grew significantly, achieving double-digit revenue growth. Operating profit reached JPY 24.7 billion, a
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