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.
週四，日本製藥商 $武田製藥 (TAK.US)$ 宣佈重組，此前該公司公佈的2023財年淨利潤爲1440億日元（約合9.54億美元），同比下降54.6％。
Core net profit fell 12.6% (down 15% at constant currency) to 756.8 billion yen.
核心淨利潤下降12.6％（按固定匯率計算下降15％），至7568億日元。
$Takeda Pharmaceutical (4502.JP)$ 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.
$武田製藥 (4502.JP)$ 表示，作爲優化員工、削減成本和加強技術計劃的一部分，它將在2024財年承擔約1400億日元的重組成本。
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.
收入爲4.26萬億美元（約合281.9億美元），增長5.9％（按固定貨幣計算增長1.5％）。增長主要歸因於有利的外匯匯率和PlasmaDerived Therapies（PDT）免疫學、胃腸病學（GI）、罕見疾病和腫瘤學業務勢頭的增長，但被神經科學的下降所抵消。
GI revenue was 1.22 trillion yen, up 11.1% (+4.7% at constant currency).
地理信息收入爲1.22萬億日元，增長11.1％（按固定貨幣計算增長4.7％）。
PDT Immunology revenue reached 818.6 billion yen, up 20.7% and 14.4% on constant currency.
太平洋夏令時免疫學收入達到8186億日元，按固定匯率增長20.7％和14.4％。
Neuroscience revenue reached 627.0 billion yen, down 1.7% (7.8% on constant currency).
神經科學收入達到6,270億日元，下降1.7％（按固定匯率計算爲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)
武田報告稱，2023財年的營業利潤爲2141億日元，下降56.4％，核心營業利潤爲1.05萬億日元，下降11.2％（按固定匯率計算爲-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."
首席執行官克里斯托夫·韋伯在一份聲明中將美國食品藥品協會的三項新批准列爲 “原本充滿挑戰的一年” 的亮點。
"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.
“根據我們的累進股息政策，並反映出對長期增長前景和現金流創造的信心，我們提議連續第二年將股息從每股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.
武田預測，在本財年2024財年，其營業利潤將達到225億日元。
"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，從 FY2024 開始，我們將實施一項爲期多年的計劃，通過組織靈活性、資本節省以及利用我們在數據、數字和技術方面的能力來提高我們的效率。除了我們的增長和上市產品的收入增長以及仿製藥敞口的大幅下降外，我們預計該計劃將有助於推動核心營業利潤率從 FY2025 起每年提高100至250個點子。”
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.
武田預測，在截至2025年3月的12個月中，淨收入爲580億日元。預計年內銷售額將達到4.35萬億日元。