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Daiichi Sankyo Reports Second Quarter Fiscal Year 2026 Financial Results
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Revenue increased 19.7% to 1.167 trillion yen year-over-year driven by Enhertu® and Datroway®
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Fiscal year 2026 guidance for revenue and operating profit remains unchanged
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Earnings call to take place on Friday, October 30 at 5:30 pm Japan Standard Time
TOKYO, October 30, 2026–(BUSINESS WIRE)–Daiichi Sankyo (TSE: 4568) reported financial results for the second quarter of fiscal year 2026, ending September 30, 2026.
“Strong revenue growth continues in the second quarter of fiscal year 2026, driven by Enhertu and Datroway. These medicines have received nine new approvals across multiple indications since last quarter, including same day breast cancer approvals in Japan and China, which will allow us to bring these medicines to more patients,” said Hiroyuki Okuzawa, President and CEO of Daiichi Sankyo. “We also continue to explore novel combination strategies to deliver greater benefits to more patients through our DXd antibody drug conjugates as demonstrated by our new clinical trial collaboration to evaluate Datroway with ivonescimab.”
Q2 FY2026 Results
Global revenue increased 19.7% year-over-year to 1.167 trillion yen, driven by the company’s global oncology medicines. Operating profit increased 34.4% year-over-year to 193.8 billion yen.
Global revenue was driven by Enhertu® and Datroway®, the company’s two lead antibody drug conjugates (ADCs). Enhertu revenue, including milestone payments, was 500.0 billion yen, a 51.4% increase year-over-year. Datroway revenue, including milestone payments, was 54.4 billion yen, a 161.6% increase year-over-year.
Revenue from the Oncology Business in the U.S., Europe and Canada was 422.6 billion yen, a year-over-year increase of 54.8%, with revenue driven by Enhertu and Datroway. Japan Business was 232.7 billion yen, a year-over-year decrease of 6.9%, with revenue driven by Lixiana®, Tarlige®, Enhertu and Pralia®. ASCA (Asia, South and Central America) Business revenue was 142.5 billion yen, a 20.9% year-over-year increase, driven by Enhertu. European Union (EU) Specialty Business revenue was 149.2 billion yen, a 9.1% year-over-year increase, driven by Lixiana and Nilemdo®/Nustendi®.
Full fiscal year 2026 guidance remains unchanged. Global revenue is anticipated to reach 2.34 trillion yen with an operating profit of 320.0 billion yen.
Further details on financial performance can be found in the Financial Results Presentation Material. Daiichi Sankyo will host an investor and media conference call and webcast to discuss Q2 FY2026 results on Friday, October 30 at 5:30 pm Japan Standard Time.
