Q1 2026 Terumo Corp Earnings Call Transcript

Aug 7, 2025 / 08:00 AM GMT

Release Date Price: 円2530 (-1.21%)

Transcript

Key Points

Positve

Terumo Corp (TRUMF) achieved record high quarterly revenue of 260 billion for Q1, with a 6% growth excluding foreign exchange impacts.
Operating profit grew significantly faster than revenue, reaching a record 55.9 billion, supported by improved gross margins and effective cost management.
The cardiovascular segment saw a 70% revenue growth on a local currency basis, driven by strong performance in the US.
Pricing strategies and profitability improvement measures have contributed to an improved operating margin by 5 points to 29%.
Demand is expanding, especially in the US and China, with company-wide pricing measures having a greater than expected effect.

Negative

Free cash flow decreased by 4.2 billion year on year, mainly due to increasing inventories and tariff impacts.
TBCT saw a temporary revenue decline due to delayed orders in some regions, although recovery is expected.
TMCS medical care solutions experienced a temporary revenue decline due to business divestitures and supply issues.
Pharmaceuticals faced lower sales and production delays, negatively impacting profits on a local currency basis.
The impact of tariffs is expected to materialize more in the second half of the fiscal year, with challenges in passing the entire amount to prices.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

4543.T - Terumo Corp
Q1 2026 Terumo Corp Earnings Call
Aug 07, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Yes, I am. Good day. I'm Haikimoto, CFO.

Thank you for joining our on call today. Let me walk you through today with the Akimoto, me, O Taka, who is responsible for, is, for the IIR will be joining us from April. We have an IR office, an FBI, and also policies are set up by financial team. We actually have this new teams being set up for the business management. Oakasan and I will be responsible for communicating about those financial results.

Thank you in advance for your support. With that, I'd like to make presentations on the financial results for F 52,511. This is the highlight of closure first quarter.

We continue to benefit from favorable business environment, achieving record high quarterly revenue of 260 billion for

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