FY2024 Q1 Earnings Announcement
Committed to Growth & Shareholder Returns

from the beginning

FY2024 Q1 Earnings Announcement

Important Notice

• Opening Remarks

Positive Start to FY2024 with Momentum in Portfolio & Pipeline

• Business & Financial Highlights

FY2024 Q1 Results Driven by Growth & Launch Products and

FY2024 Q1 Revenue: Growth & Launch Products More Than Offset LOE Impact

Growth & Launch Products +17.8% at CER Driven by IG, ENTYVIO & TAKHZYRO,

FY2024 Q1 Core Operating Profit: Benefit from Phasing of R&D Investment

FY2024 Q1 Reported Operating Profit: Restructuring Costs Associated with

No Change to Full-Year FY2024 Outlook Announced in May

JPY 460.0B Hybrid Bonds Financing Executed in June,

• Pipeline Update

Major Updates to Our Pipeline Since Q4 FY23

Developing Life Transforming Medicines for Rare and More Prevalent Diseases:

TAK-861 has the Potential to Address Patient Needs Across Multiple Symptoms

Mezagitamab Showed Rapid and Sustained Improvement in Multiple Efficacy

R&D Day: Focus on Late-Stage Pipeline and Market Opportunity

Q&A Session

• Q&A Session1

• Q&A Session2

• Q&A Session3

• Q&A Session4

• Q&A Session5

• Q&A Session6

• Q&A Session7

• Q&A Session8

• Q&A Session9

APPENDIX

ENTYVIO Growth Driven by Increasing Momentum of the Pen

Sustained TAKHZYRO Momentum with Double-Digit Growth

PDT Portfolio Continues to Deliver Outstanding Growth Fueled By

Growth Across Key Brands in Oncology Marketed Portfolio

QDENGA Demand Exceeding Expectations; Driving Awareness and Access

VYVANSE U.S. Loss of Exclusivity Impact from August 2023

Impactful Pipeline Milestones for Early to Mid-Stage Programs Advance

Important Near-Term LCM Expansions Represent Significant Growth

Potential NME Approvals and Indication Expansions in FY24

Consolidated Development Pipeline by Phase

Consolidated Development Pipeline by Phase

Advancing Zasocitinib (TAK-279) In Parallel Across Multiple Indications

Continuing Evidence Generation and Indication Expansion

Glossary of Abbreviations

FINANCIAL APPENDIX

Definition and Explanation of Non-IFRS Measures and U.S. Dollar Convenience

Free Cash Flow and Adjusted Free Cash Flow

Net Debt and Adjusted Net Debt

FY2024 Q1 Reported Results with CER % Change

FY2024 Q1 Core Results with CER % Change

FY2024 Q1 Reconciliation from Reported to Core

FY2023 Q1 Reconciliation from Reported to Core

FY2024 Q1 Adjusted Free Cash Flow

FY2024 Q1 Adjusted Net Debt to Adjusted EBITDA

FY2023 Adjusted Net Debt to Adjusted EBITDA

FY2024 Q1 Net Profit to Adjusted EBITDA Bridge

FY2024 Q1 Net Profit to Adjusted EBITDA LTM Bridge

FY2024 Q1 CAPEX, Depreciation and Amortization and Impairment Losses

FY2024 Full Year Detailed Forecast

FY2024 Full Year Reconciliation from Reported

FY2024 Full Year FX Rates Assumptions and Currency Sensitivity vs. Forecast

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