Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Terumo Corp (4543 JP): Starts FY27 on Strong Note; FY Profit Guidance Revision on Tariff Refund

Terumo Corp (4543 JP): Record High Profits in Q1FY26; Tariff Impact Lowered; FY Guidance Reiterated

Terumo Corp (4543 JP): Mixed Performance in FY25; Revenue Growth to Decelerate in FY26

Terumo Corp (4543 JP): Silver Linings of 9MFY26 Result Are Driving V-Shaped Recovery

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/terumo-corp" target="_blank" data-smartkarma-citation="entities:6708:1" rel="noopener">Terumo Corp (4543 JP)</a> posted FY26 revenue of ¥1,132B, up 9% YoY, surpassing guidance. Despite lower gross profit margin and higher-than-expected one-time expenses, FY26 operating profit reached a record high.</li>
<li>Terumo expects FY27 revenue to grow 8% YoY. Operating profit is projected to increase by 20% YoY, significantly outpacing revenue growth, mainly due to the absence of one-time expenses.</li>
<li>Terumo is expected to announce its next mid-term plan (GS31) in December and the company is aiming for higher goals compared to the current GS26.</li>
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Terumo Corp (4543 JP) posted FY26 revenue of ¥1,132B, up 9% YoY, surpassing guidance. Despite lower gross profit margin and higher-than-expected one-time expenses, FY26 operating profit reached a record high.
Terumo expects FY27 revenue to grow 8% YoY. Operating profit is projected to increase by 20% YoY, significantly outpacing revenue growth, mainly due to the absence of one-time expenses.
Terumo is expected to announce its next mid-term plan (GS31) in December and the company is aiming for higher goals compared to the current GS26.


Terumo Corp (4543 JP): FY26 Revenue Hits Record High; Profitability Improvement to Continue