Astellas Pharma

4503: Digital CRM Adoption And Margin Pressures Will Shape Medium-Term Performance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Dec 24

Updated

29 Nov 25

Views

106

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

37.2%

7D

-1.2%

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1Y

37.2%

7D

-1.2%

You can edit this narrative until Nov 30 5:15 AM. Then, changes will post as Updates.

Author's Valuation

JP¥1.79k16.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Increased 1.01%

4503: Major Partner Platform Commitments Will Shape Competitive Positioning And Execution Risks

Analysts have slightly raised their price target for Astellas Pharma to ¥1,792.14 from ¥1,774.29. They cite continued incremental commitments from major industry partners as a supportive factor for the company's outlook.

Shared on 15 Nov 25

Fair value Increased 1.22%

4503: Digital Transformation Commitments Will Drive Operational Efficiency And Execution Risk Ahead

Astellas Pharma's fair value target has been raised slightly from ¥1,753 to ¥1,774. This reflects analysts' expectations of improved revenue and margin trends in light of a renewed commitment to digital transformation within the sector.

Shared on 01 Nov 25

Analysts have revised their price target for Astellas Pharma to ¥1,752.86, citing a more cautious outlook on revenue growth and margin pressures. This update reflects recent industry research and changes in competitive dynamics.

Shared on 17 Oct 25

Fair value Increased 0.20%

Astellas Pharma's analyst price target has increased slightly from ¥1,749.29 to ¥1,752.86. Analysts cite ongoing partnerships with industry leaders and an improved outlook on core platform adoption as contributing factors.

Shared on 03 Oct 25

Fair value Increased 1.41%

Analysts have raised their price target for Astellas Pharma from ¥1,725 to ¥1,749, citing steady fundamentals and ongoing industry commitments. These points were highlighted in recent sector developments.

Shared on 18 Sep 25

Fair value Increased 1.01%

Despite a further decline in consensus revenue growth forecasts, Astellas Pharma’s analyst price target inched up from ¥1708 to ¥1725, reflecting only a marginal increase in perceived fair value. What's in the News Positive Phase 3 results for PADCEV (enfortumab vedotin) plus KEYTRUDA (pembrolizumab) in muscle-invasive bladder cancer (MIBC) patients ineligible for cisplatin; significant improvement in event-free and overall survival compared to surgery alone, with consistent safety profiles.

Shared on 27 Aug 25

Fair value Decreased 0.18%

Despite a notable improvement in consensus revenue growth forecasts, Astellas Pharma’s fair value was revised only slightly lower, with the analyst price target decreasing marginally from ¥1711 to ¥1692. What's in the News Positive Phase 3 EV-303 trial results for PADCEV (enfortumab vedotin) plus KEYTRUDA (pembrolizumab) in muscle-invasive bladder cancer show clinically meaningful improvements in event-free and overall survival versus surgery alone.

Shared on 01 May 25

Fair value Decreased 10%

Shared on 23 Apr 25

Fair value Decreased 1.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 2.07%

AnalystConsensusTarget Fair Value

JP¥1.79k

16.3% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-4.28%

Pharma revenue growth rate

0.68%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.80%

Calculation

JP¥157.23b

Earnings '28

x

23.55x

PE Ratio '28

=

JP¥3.70t

Market Cap '28

JP¥3.70t

Market Cap '28

/

1.80b

No. shares '28

=

JP¥2.06k

Share Price '28

JP¥2.06k Share Price '28

Discounted to 2025 @ 4.80% p.a.

=

JP¥1.79k

Fair Value '25