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): Record High Profits in Q1FY26; Tariff Impact Lowered; FY Guidance Reiterated

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

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 strong Q1FY27 result, with record high quarterly revenue, operating profit, and net profit, driven by TIS, GBS, and Organ Technologies business, mainly in North America.</li>
<li>While revenue outlook and earnings from business operations remain unchanged, the company has incorporated the impact of the U.S. tariff refund and one-time income, resulting in higher profit guidance.</li>
<li>Terumo’s business fundamentals continue to be solid. The company continues to witness strong global demand, with TIS and GBS serving as the main drivers.</li>
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Terumo Corp (4543 JP) posted strong Q1FY27 result, with record high quarterly revenue, operating profit, and net profit, driven by TIS, GBS, and Organ Technologies business, mainly in North America.
While revenue outlook and earnings from business operations remain unchanged, the company has incorporated the impact of the U.S. tariff refund and one-time income, resulting in higher profit guidance.
Terumo’s business fundamentals continue to be solid. The company continues to witness strong global demand, with TIS and GBS serving as the main drivers.


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