Business description: Eisai Co., Ltd.

Eisai Co Ltd is a Japan-based pharmaceutical company mainly engaged in the research and development, manufacture, sale, import and export of pharmaceuticals. The Company operates in two business segments. The Pharmaceutical segment is engaged in the research, development, manufacture and sale of pharmaceuticals for medical use, generic drugs, general medicines, among others. The segment operates in five regions including Japan, Americas (North America), China, EMEA (Europe, Middle East, Africa, Russia, Oceania), Asia and Latin America (Korea, Taiwan, India, ASEAN, Latin America). The Others segment is involved in license revenues and pharmaceutical raw materials business. The Company is also engaged in the provision of brands such as the anticancer drugs Lembima and Halaven on the nerve and oncology areas.

Number of employees: 10,543

Sales by Activity: Eisai Co., Ltd.

Fiscal Period: March 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY) 2026 (JPY)

Pharmaceutical Business - Americas

17TCr 21TCr 23TCr 28TCr 30TCr

Pharmaceutical Business - Japan (Including Pharmaceutical Business - OTC and Others)

- - 22TCr 22TCr 23TCr

Pharmaceutical Business - China

11TCr 11TCr 11TCr 12TCr 13TCr

Pharmaceutical Business - EMEA

5.93TCr 7.22TCr 7.6TCr 7.94TCr 8.15TCr

Pharmaceutical Business - East Asia Global South

5.06TCr 4.98TCr 5.42TCr 5.96TCr 6.88TCr

Pharmaceutical Business - Japan (Excl. Pharmaceutical Business - OTC Drugs)

21TCr 22TCr - - -

Pharmaceutical Business - OTC and Others

2.38TCr 2.35TCr - - -

Other Business

13TCr 6TCr 5.03TCr 4.04TCr 1.46TCr

Geographical breakdown of sales: Eisai Co., Ltd.

Fiscal Period: March 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY) 2026 (JPY)

United States (U.S.)

17TCr 23TCr 24TCr 27TCr 29TCr

Japan

24TCr 25TCr 23TCr 23TCr 24TCr

China

11TCr 11TCr 11TCr 13TCr 13TCr

Others

5.28TCr 6.02TCr 6.17TCr 7.23TCr 8TCr

Europe

13TCr 8.6TCr 9.05TCr 7.43TCr 7.1TCr

Americas (Excluding United States)

5.42TCr 793.7Cr 1.06TCr 1.36TCr 1.69TCr

Executive Committee: Eisai Co., Ltd.

Manager TitleAgeSince
Chief Executive Officer 78 01/06/2003
Director of Finance/CFO 49 01/01/2026
Chief Tech/Sci/R&D Officer 48 01/04/2025
Chief Tech/Sci/R&D Officer 57 01/04/2023
Compliance Officer 54 01/06/2024

Composition of the Board of Directors: Eisai Co., Ltd.

Director TitleAgeSince
Director/Board Member 78 01/06/1983
Director/Board Member 66 14/06/2024
Director/Board Member 67 01/06/2025
Chairman 74 01/06/2023
Director/Board Member 61 17/06/2022
Director/Board Member 68 17/06/2022
Director/Board Member 64 01/06/2023
Director/Board Member 71 01/06/2023
Director/Board Member 67 01/06/2024
Director/Board Member 53 01/06/2025

Shareholders: Eisai Co., Ltd.

NameStocks%Valuation
Nomura Asset Management Co., Ltd.
7.287 %
2,12,52,800 7.287 % 539 M ¥
Wellington Management Co. LLP
4.816 %
1,40,44,848 4.816 % 356 M ¥
3.269 %
95,34,400 3.269 % 242 M ¥
Amova Asset Management Co., Ltd.
3.035 %
88,52,300 3.035 % 224 M ¥
Nippon Life Insurance Co.
2.229 %
65,00,000 2.229 % 165 M ¥
NameStocks%Valuation
RhumbLine Advisers LP
0.005338 %
62,274 0.005338 % 394 568 ¥
Salomon & Ludwin LLC
0.000198 %
2,315 0.000198 % 14 668 ¥
GAMMA Investing LLC
0.000063 %
732 0.000063 % 4 638 ¥

Holdings: Eisai Co., Ltd.

NameStocks%Valuation
95,34,4003.27% 242 M $
45,45,0001.12% 67 M $
10,87,6000.64% 10 M $
39,91,0032.35% 8 M $
5,98,5001.48% 6 M $
3,49,0000.43% 3 M $
5,46,0052.24% 3 M $
5,00,0001.35% 443 010 $
1000% 3 037 $

Company details: Eisai Co., Ltd.

Eisai Co., Ltd.

4-6-10 Koishikawa

112-8088, Tokyo

+81 3 3817 3700

https://www.eisai.co.jp
address Eisai Co., Ltd.(4523)

Group companies: Eisai Co., Ltd.

NameCategory and Sector
Pharmaceuticals: Major
Pharmaceuticals: Major
Pharmaceuticals: Major

Other Pharmaceuticals

Change 5-day change 1-year change 3-year change Capi.($)
+2.58%+3.58%+12.72%-51.53% 773.54Cr
-2.73%-3.51%+48.62%+152.87% 1,05100Cr
-1.67%-3.18%+52.00%+56.75% 61TCr
-0.44%+2.14%+33.88%+84.04% 45TCr
-0.75%-1.46%+28.32%+22.33% 33TCr
-1.52%-0.95%+33.38%+38.39% 28TCr
-1.70%-3.54%+20.26%+17.88% 26TCr
-0.58%+1.78%-20.89%-38.37% 22TCr
-0.58%+0.21%+23.55%+56.94% 20TCr
-0.80%+2.60%+23.09%+68.71% 17TCr
Average -0.19%+0.84%+25.49%+40.80% 35.83TCr
Weighted average by Cap. -0.01%+0.03%+35.20%+75.30%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
4,450.00JPY
Average target price
4,482.14JPY
Spread / Average Target
+0.72%

Quarterly revenue - Rate of surprise

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