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Takeda Pharmaceutical Company Limited (TAK) Q3 FY2025 Earnings Call Transcript

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Takeda Pharmaceutical Company Limited (TAK) Q3 FY2025 Earnings Call January 29, 2026 5:30 AM EST

Company Participants

Christopher David O’Reilly – Global Head of Investor Relations & Global Finance
Christophe Weber – President, CEO & Representative Director
Milano Furuta – CFO & Director
Andrew Plump – President of Research & Development and Representative Director
Julie Kim – Interim Head of Global Portfolio Division

Conference Call Participants

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Shinichiro Muraoka – Morgan Stanley, Research Division
Hidemaru Yamaguchi – Citigroup Inc., Research Division
Stephen Barker – Jefferies LLC, Research Division
Matsubara – Nomura Securities Co. Ltd., Research Division
Michael Nedelcovych – TD Cowen, Research Division
Seiji Wakao – JPMorgan Chase & Co, Research Division
Tony Ren – Macquarie Research

Presentation

Christopher David O’Reilly
Global Head of Investor Relations & Global Finance

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[Interpreted] Thank you very much for taking time out of your busy schedule to join us for the earnings announcement for the third quarter FY ’25 of Takeda. I’m the MC, O’Reilly from IR. [Operator Instructions] Before starting I would like to remind everyone that we’ll be discussing forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those discussed today. The factors that could cause our actual results to differ materially are discussed in our most recent Form 20-F and in our other SEC filings. Please also refer to the important notice on Page 2 of the presentation regarding forward-looking statements and our non-IFRS financial measures, which will also be discussed during this call. Definitions of our non-IFRS measures and reconciliations with comparable IFRS financial measures are included in the appendix to the presentation.

Now we would like to start with the today’s presentation. Today, we have Christophe Weber, President and CEO; Milano Furuta, Chief Financial Officer; Andy Plump, President of R&D; and Julie Kim, CEO-elect. They will present, and this will be followed by Q&A. We’ll get started right away.

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