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): FY26 Revenue Hits Record High; Profitability Improvement to Continue

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

Terumo Corp (4543 JP): Strong Demand Drives Q3FY25 Performance; FY25 Guidance Reiterated

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

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/terumo-corp" target="_blank" data-smartkarma-citation="entities:6708:1" rel="noopener">Terumo Corp (4543 JP)</a> shares nosedived following Q3FY26 result announcements in mid-February. However, shares staged a V-shaped recovery and advanced ~13% from lows.</li>
<li>High trajectory of TIS and GBS business, especially in North America, OrganOx acting as new growth driver, and Terumo’s confidence on achieving GS26 target should drive share price.  </li>
<li>Terumo continued to witness strong global demand. While tariff impact began to materialize, the company was able to offset these impacts through ongoing pricing measures, reinforcing scope for profitability improvement.</li>
</ul>



Terumo Corp (4543 JP) shares nosedived following Q3FY26 result announcements in mid-February. However, shares staged a V-shaped recovery and advanced ~13% from lows.
High trajectory of TIS and GBS business, especially in North America, OrganOx acting as new growth driver, and Terumo’s confidence on achieving GS26 target should drive share price.  
Terumo continued to witness strong global demand. While tariff impact began to materialize, the company was able to offset these impacts through ongoing pricing measures, reinforcing scope for profitability improvement.


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