Eisai Future Growth

Future criteria checks 3/6

Eisai is forecast to grow earnings and revenue by 16.3% and 6.2% per annum respectively. EPS is expected to grow by 16.6% per annum. Return on equity is forecast to be 7.6% in 3 years.

Key information

16.3%

Earnings growth rate

16.6%

EPS growth rate

Pharmaceuticals earnings growth	11.9%
Revenue growth rate	6.2%
Future return on equity	7.6%
Analyst coverage	Good
Last updated	28 Oct 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

TSE:4523 - Analysts future estimates and past financials data (JPY Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
3/31/2027	891,012	68,817	73,230	95,546	14
3/31/2026	835,554	61,067	55,913	76,028	15
3/31/2025	764,831	45,025	64,020	95,211	15
6/30/2024	733,845	32,648	13,901	34,771	N/A
3/31/2024	741,751	42,406	31,170	55,993	N/A
12/31/2023	749,460	45,421	35,701	61,925	N/A
9/30/2023	759,329	48,096	20,569	46,335	N/A
6/30/2023	757,075	48,874	-20,313	6,924	N/A
3/31/2023	744,402	55,432	-36,331	-1,772	N/A
12/31/2022	737,098	26,705	-17,149	18,648	N/A
9/30/2022	752,500	32,233	-8,913	30,329	N/A
6/30/2022	741,594	32,690	94,326	135,806	N/A
3/31/2022	756,226	47,954	77,123	117,590	N/A
12/31/2021	712,935	57,311	85,128	124,927	N/A
9/30/2021	691,250	62,508	80,215	123,618	N/A
6/30/2021	679,253	59,855	8,589	49,533	N/A
3/31/2021	645,942	42,119	35,709	73,853	N/A
12/31/2020	707,888	93,682	52,352	95,670	N/A
9/30/2020	713,400	120,571	77,080	112,990	N/A
6/30/2020	707,203	124,523	81,101	116,904	N/A
3/31/2020	695,621	121,767	52,556	102,782	N/A
12/31/2019	661,646	96,659	21,665	72,461	N/A
9/30/2019	631,974	57,725	12,273	62,240	N/A
6/30/2019	643,531	72,747	38,725	87,299	N/A
3/31/2019	642,834	63,386	76,092	103,714	N/A
12/31/2018	627,367	63,714	151,104	171,330	N/A
9/30/2018	625,106	65,679	167,298	186,973	N/A
6/30/2018	611,499	54,347	145,007	165,689	N/A
3/31/2018	600,054	51,845	N/A	149,649	N/A
12/31/2017	569,814	29,048	N/A	72,041	N/A
9/30/2017	554,276	30,269	N/A	61,644	N/A
6/30/2017	544,027	29,425	N/A	76,929	N/A
3/31/2017	539,097	39,358	N/A	75,851	N/A
12/31/2016	530,696	55,031	N/A	76,725	N/A
9/30/2016	542,313	71,812	N/A	78,627	N/A
6/30/2016	545,602	69,227	N/A	69,710	N/A
3/31/2016	547,922	54,933	N/A	95,617	N/A
12/31/2015	566,435	44,886	N/A	96,347	N/A
9/30/2015	554,912	43,871	N/A	82,653	N/A
6/30/2015	554,885	43,021	N/A	89,212	N/A
3/31/2015	548,465	43,254	N/A	76,022	N/A
12/31/2014	560,795	40,152	N/A	67,972	N/A
9/30/2014	561,938	15,717	N/A	81,637	N/A
6/30/2014	578,945	29,225	N/A	81,339	N/A
3/31/2014	600,363	32,955	N/A	85,687	N/A
12/31/2013	590,152	43,756	N/A	78,597	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 4523's forecast earnings growth (16.3% per year) is above the savings rate (0.3%).

Earnings vs Market: 4523's earnings (16.3% per year) are forecast to grow faster than the JP market (8.9% per year).

High Growth Earnings: 4523's earnings are forecast to grow, but not significantly.

Revenue vs Market: 4523's revenue (6.2% per year) is forecast to grow faster than the JP market (4.2% per year).

High Growth Revenue: 4523's revenue (6.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 4523's Return on Equity is forecast to be low in 3 years time (7.6%).

Eisai Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Consensus EPS estimates increase by 10%, revenue downgraded

Eisai Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024

Consensus EPS estimates fall by 25%

Recent updates

Eisai Completes Rolling BLA Submission for Subcutaneous Maintenance Dosing of Leqembi® (lecanemab-irmb) in the US

Eisai Co., Ltd. and Biogen Inc. Completes Rolling Submission to US FDA for LEQEMBI Biologics License Application for Subcutaneous Maintenance Dosing

Eisai Co., Ltd. Presents Latest Clinical Findings Suggesting Inhibition of Tau Propagation by Anti-MTBR Tau Antibody E2814 at the 17th Clinical Trials on Alzheimer's Disease Conference

Is Eisai (TSE:4523) Using Too Much Debt?

Upcoming dividend of JP¥80.00 per share

Eisai (TSE:4523) Is Paying Out A Dividend Of ¥80.00

Merck and Eisai Announce Results from the First Interim Analysis of the Phase 3 LEAP-012 Trial Evaluating KEYTRUDA® (Pembrolizumab)

Eisai (TSE:4523) Has Affirmed Its Dividend Of ¥80.00

Eisai Co., Ltd. Accelerates Progress in Oncology Research with New Data At Esmo Congress 2024

BioArctic AB (Publ) Partner Eisai Announces Leqembi (Lecanemab) Authorized for Early Alzheimer's Disease in Great Britain

Eisai (TSE:4523) Has Affirmed Its Dividend Of ¥80.00

New minor risk - Earnings quality

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Investor sentiment deteriorates as stock falls 17%

Eisai Co., Ltd. and Biogen Inc. Announces New Clinical Data Demonstrates Three Years of Continuous Treatment with Dual-Acting Leqemab (Lecanemab-Irmb) Continues to Significantly Benefit Early Alzheimer's Disease Patients Presented at the Alzheimer's Association International Conference

New minor risk - Share price stability

Eisai Provides Update on Regulatory Review of Lecanemab for Early Alzheimer's Disease in the European Union

Eisai (TSE:4523) Is Due To Pay A Dividend Of ¥80.00

Eisai Co. Ltd Announces To Present Latest Findings on Its Alzheimer's Disease Pipeline and Research

Eisai Announces Approval for the Treatment of Alzheimer's Disease in Israel

Is Eisai (TSE:4523) A Risky Investment?

Eisai (TSE:4523) Has Affirmed Its Dividend Of ¥80.00

Final dividend of JP¥80.00 announced

High number of new directors

Eisai Co., Ltd. and Biogen Inc. Announces Launch of Leqembi in China

Full year 2024 earnings: EPS exceeds analyst expectations

Eisai Co., Ltd.'s (TSE:4523) P/E Is On The Mark

Consensus EPS estimates increase by 10%, revenue downgraded

Eisai Co., Ltd. (TSE:4523) announces an Equity Buyback for 6,500,000 shares, representing 2.26% for ¥30,000 million.

Eisai Initiates Rolling Biologics License Application to US FDA for LEQEMBI® (Lecanemab-Irmb) for Subcutaneous Maintenance Dosing for the Treatment of Early Alzheimer's Disease Under the Fast Track Status

High number of new directors

Here's Why Eisai (TSE:4523) Can Manage Its Debt Responsibly

Eisai Completes Submission of Leqembi® (Lecanemab-Irmb) Supplemental Biologics License Application for Iv Maintenance Dosing for the Treatment of Early Alzheimer's Disease to the U.S. FDA

Upcoming dividend of JP¥80.00 per share

Eisai (TSE:4523) Has Affirmed Its Dividend Of ¥80.00

BioArctic AB (publ) and its Partner Eisai Present New Data on Lecanemab at 2024 International Conference on Alzheimer's and Parkinson's Diseases and Related Neurological Disorders

Now 21% overvalued

Eisai's (TSE:4523) Dividend Will Be ¥80.00

Eisai Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025

Eisai Receives Approval in Japan for Injection Formulation of Antiepileptic Drug Fycompa®

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Eisai Announces Leqembi Approval for the Treatment of Alzheimer's Disease in China

Eisai Co., Ltd. Announces Launch of LEQEMBI in Japan on December 20

Merck and Eisai Provide Update on Phase 3 Leap-001 Trial Evaluating (Pembrolizumab) Plus Lenvima(R) (Lenvatinib) as First-Line Treatment for Patients with Advanced or Recurrent Endometrial Carcinoma

Eisai Co., Ltd. Announces Dividend for the Second Quarter End of the Fiscal Year Ending March 31, 2024, Payable on November 17, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024

Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Eisai Co., Ltd. and Biogen Inc. announces Eisai presented new data for LEQEMBI® (lecanemab-irmb) 100 mg/mL injection for intravenous (IV) use, in the Late Breaking Symposium 4 ‘Lecanemab for Early Alzheimer's Disease

Eisai Co., Ltd., Annual General Meeting, May 22, 2024

NTT DOCOMO, INC completed the acquisition of 51% stake in INTAGE HOLDINGS Inc. (TSE:4326) from Eisai Co., Ltd., Saitama Resona Bank, Ltd., Daiei Real Estate & Development Co., Ltd, Mizuho Bank, Ltd., MUFG Bank, Ltd., Shutoken Leasing Co, Ltd. and others.

Eisai Co., Ltd. to Present New Data from LEQEMBI Phase 3 Clarity AD Study and Other Alzheimer's Disease Pipeline Research at the Clinical Trials on Alzheimer's Disease Conference

Eisai Co., Ltd. and Biogen Inc. Announces LEQEMBI Intravenous Infusion (Lecanemab) Approved for the Treatment of Alzheimer’S Disease in Japan

Eisai and Merck Provide Update on Two Phase 3 Trials Evaluating Lenvima Plus Keytruda with Certain Types of Metastatic Non-Small Cell Lung Cancer

Upcoming dividend of JP¥80.00 per share at 1.9% yield

NTT DOCOMO, INC made a tender offer to acquire 51% stake in INTAGE HOLDINGS Inc. (TSE:4326) from Eisai Co., Ltd., Saitama Resona Bank, Ltd., Daiei Real Estate & Development Co., Ltd, Mizuho Bank, Ltd., MUFG Bank, Ltd., Shutoken Leasing Co, Ltd. and others for ¥47 billion.

Merck and Eisai Provides Update on Phase 3 Leap-010 Trial Evaluating Keytruda (Pembrolizumab) Plus Lenvima (Lenvatinib) in Patients with Certain Types of Recurrent or Metastatic Head and Metastatic Head and Neck Squamous Cell Carcinoma

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Bioarctic AB (Publ) Announces Results of Detailed Analysis of the Phase 3 Clarity Ad Study

New minor risk - Share price stability

Eisai Co., Ltd. and Biogen Inc. Announces FDA Grants Traditional Approval for LEQEMBI® (Lecanemab-Irmb) for the Treatment of Alzheimer’s Disease

Full year 2023 earnings: EPS in line with expectations, revenues disappoint

Eisai Co., Ltd. and Biogen Inc. Announces the U.S. Food and Drug Administration's (FDA) Peripheral and Central Nervous System Drugs Advisory Committee

Eisai Submitts Market Authorization Application for Lecanemab as Treatment for Early Alzheimer's Disease Filed in South Korea

Eisai Submits Marketing Authorisation Application (MAA) for Lecanemab, an Investigational Anti-Amyloid Beta (Aß) Protofibril Antibody

Eisai Co., Ltd. and Biogen Inc. Announce Health Canada Accepts New Drug Submission for Lecanemab

Full year 2023 earnings: EPS in line with expectations, revenues disappoint

Eisai Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024

Eisai Co., Ltd., Annual General Meeting, Jun 21, 2023

Consensus EPS estimates fall by 25%

Now 21% undervalued

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings per Share Growth Forecasts