Company: TAK
Filing Date: 2025-10-30
Form Type: 6-K
Source: 0001395064-25-000152
Chunk: 25

Company: TAKEDA PHARMACEUTICAL CO LTD
Filing Date: 2025-10-30
Form: 6-K
Chunk 25
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 with products) |     |         |                   |     |   -216.0 |                   |     |                    |     |          |   -220.0 |                           |
| Cash tax rate on adjusted EBITDA (excluding divestitures)*1                          |     |         |                   |     |          | Mid teen%         |     |                    |     |          |          | Mid teen%                 |

*1 Please refer to “Definition and Explanation of Non-IFRS Measures and U.S. Dollar Convenience Translations” in the Financial Appendix for the definition.

*2 Includes in-process R&D.

*3 Includes restructuring expense of JPY 56.0 billion in Revised Forecast, primarily related to the enterprise-wide efficiency program, compared with the Original Forecast of JPY 48.0 billion.

*4 Includes expected USD 1.2 billion upfront payment to Innovent Biologics Inc. in the Revised Forecast.

Management Guidance for the Fiscal Year Ending March 31, 2026 (FY2025)

Takeda uses change in Core Revenue, Core Operating Profit and Core EPS at Constant Exchange Rate (CER) basis as its Management Guidance. The full year management guidance for the fiscal year ending March 31, 2026 (FY2025) has been revised from the management guidance announced on May 8, 2025.

|                       |     | Original Management Guidance 
 (May 8, 2025)                |     | CER % Change*               
 Revised Management Guidance 
 (October 30, 2025)          |
|:----------------------|:----|:-----------------------------|:----|:----------------------------|
| Core revenue          |     | Broadly Flat                 |     | Broadly Flat                |
| Core operating profit |     | Broadly Flat                 |     | Low-single-digit % decline  |
| Core EPS              |     | Broadly Flat                 |     | Low-single-digit % decline  |

* Please refer to “Definition and Explanation of Non-IFRS Measures and U.S. Dollar Convenience Translations” in the Financial Appendix for the definition.

Other assumptions used in preparing the FY2025 Revised Forecast and the Management Guidance

• Reflect Takeda’s latest assumptions for the impact of tariffs, such as a 15% tariff on pharmaceutical products being imported into the U.S. from the European Union (EU) and Japan, as well as certain mitigation strategies including inventory management which Takeda is taking to minimize the impact. The impact from these tariff