3,791 companies 2,409 AI summaries 1,867 risk analyses 1,334 growth scores Register free — watchlist & alerts →
EDINET 4516 Positive Risk Analyzed 📈 Growth 7/10

Nippon Shinyaku Co.,Ltd.

Annual Securities Report - 163rd Term(2025/04/01 - 2026/03/31) / 2026-06-23 11:26

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsGuidance UpNew ProductNew MarketBacklogPricing
AI Summary 2026-06-23 11:31

FY2025 revenue +6.6% (¥160.8B→¥170.8B), operating profit +0.1% (¥35.5B) on moderate growth. Uptaravi and Fintepla drove pharmaceuticals +7.1%. FY2026 guidance shows revenue +17.1%, OP +7.1%, with US new product launches and expanded global royalties as key drivers.

KEY POINTS
  • Revenue +6.6% to ¥170.8B; pharma segment +7.1% led by Uptaravi and Fintepla strength
  • FY2026 guidance: revenue ¥200B (+17.1%), operating profit ¥38.0B (+7.1%) signals upside momentum
  • US launch of Deramiocel, Arlyday and expanded royalty streams position global expansion acceleration
📊 Revenue
Revenue +6.6% (¥160.8B → ¥170.8B)
💰 Operating profit
Operating profit +0.1% (¥35.4B → ¥35.5B)
🔮 Outlook
FY2026 revenue ¥200.0B (+17.1%), operating profit ¥38.0B (+7.1%) expected
📈 Growth outlook 📈 Growth 7/10
Targeting double-digit growth through US new product launches (Deramiocel, Arlyday) and expanded overseas royalties to offset Uptaravi patent cliff. 2028 target: revenue ¥230B, OP ¥30B.
Growth drivers
  • US launches of Deramiocel, Arlyday, Fintepla, Uptaravi new product portfolio
  • Continued royalty expansion from Uptaravi overseas sales
  • Accelerated clinical development via global marketing and in/out-licensing
  • Expanded rare disease pipeline (DMD, nucleic acid therapeutics)
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Earnings Deterioration Risk Intense global competition and declining Uptaravi sales would jeopardize patent cliff mitigation strategy and severely impact operating margins. 8/10
R&D Risk Multiple nucleic acid drug programs (DMD, others) face risk of efficacy failures, clinical trial setbacks, and regulatory rejection. 7/10
Intellectual Property Risk Third-party IP litigation, patent invalidation rulings, or damage awards could erode competitive advantage and reduce profitability. 6/10
Regulatory Risk Continued drug price cuts and generic promotion policies could further pressure domestic pharmaceutical revenues and profits. 6/10
Talent/Human Capital Risk Intensifying competition for specialized pharma talent (R&D, global leaders) could slow innovation and development momentum. 5/10
Supply Chain Risk Natural disasters, pandemics, or geopolitical conflicts affecting suppliers or contract manufacturers could disrupt product supply. 5/10
Drug Safety Risk Unexpected serious adverse events in marketed drugs could trigger withdrawal, recalls, and reputational damage. 5/10
Foreign Exchange Risk Foreign exchange fluctuations in USD from overseas sales and royalty income could impact operating profit. 4/10
8/10 Earnings Deterioration Risk
Intense global competition and declining Uptaravi sales would jeopardize patent cliff mitigation strategy and severely impact operating margins.
7/10 R&D Risk
Multiple nucleic acid drug programs (DMD, others) face risk of efficacy failures, clinical trial setbacks, and regulatory rejection.
6/10 Intellectual Property Risk
Third-party IP litigation, patent invalidation rulings, or damage awards could erode competitive advantage and reduce profitability.
6/10 Regulatory Risk
Continued drug price cuts and generic promotion policies could further pressure domestic pharmaceutical revenues and profits.
5/10 Talent/Human Capital Risk
Intensifying competition for specialized pharma talent (R&D, global leaders) could slow innovation and development momentum.
5/10 Supply Chain Risk
Natural disasters, pandemics, or geopolitical conflicts affecting suppliers or contract manufacturers could disrupt product supply.
5/10 Drug Safety Risk
Unexpected serious adverse events in marketed drugs could trigger withdrawal, recalls, and reputational damage.
4/10 Foreign Exchange Risk
Foreign exchange fluctuations in USD from overseas sales and royalty income could impact operating profit.
Track Japanese disclosures with JSIGNAL

AI summaries, risk & growth analysis, watchlist alerts and a screener for every Japanese listed company.

Start free — 30-day trial Login