Takeda Pharma Outlines $900M Overhaul to Boost Growth, After 2023 Profit Fell Over 50%
Takeda Pharma Outlines $900M Overhaul to Boost Growth, After 2023 Profit Fell Over 50%
On Thursday, Japanese drugmaker $Takeda Pharmaceutical (TAK.US)$ announced a restructuring after the company reported a fiscal year 2023 net profit of 144 billion yen (around $954 million), down 54.6% Y/Y.
周四，日本制药商 $武田制药 (TAK.US)$ 宣布重组，此前该公司公布的2023财年净利润为1440亿日元（约合9.54亿美元），同比下降54.6％。
Core net profit fell 12.6% (down 15% at constant currency) to 756.8 billion yen.
核心净利润下降12.6％（按固定汇率计算下降15％），至7568亿日元。
$Takeda Pharmaceutical (4502.JP)$ said it will incur restructuring costs of about 140 billion yen in fiscal year 2024 as part of a plan to optimize its workforce, cut costs, and strengthen technology.
$武田制药 (4502.JP)$ 表示，作为优化员工、削减成本和加强技术计划的一部分，它将在2024财年承担约1400亿日元的重组成本。
Revenue was 4.26 trillion (around $28.19 billion), up 5.9% (up 1.5% at constant currency). The increase is primarily attributable to favorable foreign exchange rates and growth from the business momentum of PlasmaDerived Therapies (PDT) Immunology, Gastroenterology (GI), Rare Diseases, and Oncology, offset by a decrease in Neuroscience.
收入为4.26万亿美元（约合281.9亿美元），增长5.9％（按固定货币计算增长1.5％）。增长主要归因于有利的外汇汇率和PlasmaDerived Therapies（PDT）免疫学、胃肠病学（GI）、罕见疾病和肿瘤学业务势头的增长，但被神经科学的下降所抵消。
GI revenue was 1.22 trillion yen, up 11.1% (+4.7% at constant currency).
地理信息收入为1.22万亿日元，增长11.1％（按固定货币计算增长4.7％）。
PDT Immunology revenue reached 818.6 billion yen, up 20.7% and 14.4% on constant currency.
太平洋夏令时免疫学收入达到8186亿日元，按固定汇率增长20.7％和14.4％。
Neuroscience revenue reached 627.0 billion yen, down 1.7% (7.8% on constant currency).
神经科学收入达到6,270亿日元，下降1.7％（按固定汇率计算为7.8％）。
Takeda reported the fiscal year 2023 operating profit of 214.1 billion yen, down 56.4%, and core operating profit of 1.05 trillion yen, down 11.2% (-13.3% on constant currency)
武田报告称，2023财年的营业利润为2141亿日元，下降56.4％，核心营业利润为1.05万亿日元，下降11.2％（按固定汇率计算为-13.3％）
In a statement, Chief Executive Christophe Weber listed three new approvals by the U.S. Food and Drug Association as highlights in an "otherwise challenging year."
首席执行官克里斯托夫·韦伯在一份声明中将美国食品药品协会的三项新批准列为 “原本充满挑战的一年” 的亮点。
"In alignment with our progressive dividend policy and reflecting confidence in our long-term growth outlook and cash flow generation, we are proposing a dividend increase for a second consecutive year from 188 yen per share to 196 yen per share.
“根据我们的累进股息政策，并反映出对长期增长前景和现金流创造的信心，我们提议连续第二年将股息从每股188日元提高到每股196日元。
Takeda forecasts that its operating profit will reach 225 billion yen in the current fiscal year 2024.
武田预测，在本财年2024财年，其营业利润将达到225亿日元。
"Furthermore, beginning in FY2024 we are implementing a multi-year program to improve our efficiency through organizational agility, capital savings and leveraging our capabilities in data, digital and technology. In addition to revenue growth from our Growth & Launch Products and significant decline in generic exposure, we expect this program will help drive Core Operating Margin improvement of 100 – 250 basis points per year from FY2025."
“此外，从 FY2024 开始，我们将实施一项为期多年的计划，通过组织灵活性、资本节省以及利用我们在数据、数字和技术方面的能力来提高我们的效率。除了我们的增长和上市产品的收入增长以及仿制药敞口的大幅下降外，我们预计该计划将有助于推动核心营业利润率从 FY2025 起每年提高100至250个基点。”
Takeda forecast net income of 58 billion yen for the 12 months ending in March 2025. Sales are expected to reach 4.35 trillion yen during the year.
武田预测，在截至2025年3月的12个月中，净收入为580亿日元。预计年内销售额将达到4.35万亿日元。