Update shared on 06 Nov 2025
Fair value Decreased 0.88%Narrative Update: Takeda Pharmaceutical Analyst Price Target Revision
Analysts have slightly reduced their price target for Takeda Pharmaceutical, lowering it from ¥4,950 to ¥4,906. This change reflects modest adjustments in forecasted revenue growth and profit margin expectations.
What's in the News
- Takeda completed the pivotal Phase 3 TIDES trial for its dengue vaccine QDENGA, with results confirming sustained protection and a favorable benefit-risk profile. QDENGA was added to the World Health Organization's List of Prequalified Vaccines.
- The company raised its dividend for the second quarter-end to JPY 100.00 per share, up from JPY 98.00 a year ago.
- Takeda revised its consolidated earnings guidance downward for the fiscal year ending March 31, 2026, citing lower expected revenue and profits, partly due to declining sales of VYVANSE and adjustments for ENTYVIO.
- Innovent Biologics and Takeda entered a strategic global collaboration to advance next-generation immuno-oncology and antibody-drug conjugate cancer therapies.
- Takeda appointed Julie Kim to succeed Christophe Weber as Chief Executive Officer in June 2026. Kim is already serving as interim head of the Global Portfolio Division during the transition.
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from ¥4,949.73 to ¥4,906.40.
- Discount Rate has risen modestly from 4.72% to 4.8%.
- Revenue Growth projections have increased from 1.49% to 1.91%.
- Net Profit Margin expectation has declined from 7.34% to 7.08%.
- Future P/E ratio forecast has increased from 24.7x to 26.7x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.