Daiichi Sankyo Beats Operating Profit Forecasts; Delhivery Posts Quarterly Profit
Key Facts
Daiichi Sankyo reported results for the first half of fiscal 2026, ended September 30, showing core operating profit up 46.9% year on year to 221.3 billion yen. In the second quarter, core operating profit was 114.1 billion yen, above the analyst consensus of 95.8 billion yen, according to Investing.com. The company reported the results on October 30, 2026, in a report covering the financial period ended in September. That day, its shares closed in Tokyo at 2,754 yen, up 5.21%. The closing price reflects the session’s share movement, while the available figures do not establish that the gain was a direct result of the results announcement.
Growth in oncology drugs was one of the main drivers of Daiichi Sankyo’s results. Quarterly sales of Enhertu rose 50% to 245.4 billion yen, while sales of Datroway increased 2.6 times to 27.7 billion yen in the second quarter, according to Investing.com. For the first half, company revenue grew 19.7% to 1.17 trillion yen, Reuters reported via Investing.com. In the United States, Europe and Canada, oncology segment revenue rose 54.8% to 422.6 billion yen over the same period, according to company data. The figures show oncology’s growing contribution to revenue growth alongside increased sales of the two treatments.
The company’s CEO said oncology drugs had received "nine new approvals across multiple therapeutic indications since the previous quarter." The company cited these approvals among developments in its oncology business, which recorded strong revenue growth in the first half. Daiichi Sankyo also held a briefing for institutional investors, analysts and the media on October 30, from 5:30 to 7:30 p.m. Japan time. The company presented the period’s results and information to investors and analysts on the day they were announced. The available facts do not indicate a change to the company’s full-year guidance.
In India, Delhivery reported consolidated net profit of 406.4 million rupees for the quarter ended September 30, 2026, compared with a loss of 503.8 million rupees in the year-earlier quarter, Reuters reported. The company’s revenue from operations rose 20.4% year on year during the quarter. Delhivery shares closed at 386 rupees on October 30, down 2.84% in the session, Reuters reported via MarketScreener. The stock’s decline in that session coincided with the results announcement, but the available figures do not establish that the results caused the move. The results mark the company’s return to profit from a loss, alongside growth in operating revenue.
Much of Delhivery’s growth came from transportation, which accounted for about 86% of total revenue and grew 22.1% during the quarter. Express parcel revenue rose 21.7% to 19.61 billion rupees, Reuters reported. The PTL part-truckload business also recorded revenue growth of 23.1% during the period. These figures reflect expansion across more than one transportation and freight activity, alongside higher revenue from operations. The company said its network service levels ahead of the festive season were the highest on record, while profitability improved, according to Moneycontrol.
Delhivery said macroeconomic volatility, higher fuel prices, labor availability issues and regulatory changes accompanied the quarter. At the same time, the company raised its annual recurring revenue target to about 280 crore rupees by the fourth quarter of fiscal 2027, from an initial target of 250 crore rupees, according to Moneycontrol. The target sets out the company’s timeline for annual recurring revenue growth following improved profitability and higher operating revenue in the quarter. At Daiichi Sankyo, the main developments in the period’s results relate to growth in oncology drug sales and the new approvals announced by its CEO. The available information does not specify a date for either company’s next results announcement.