Terumo (4543.T): IR Day highlights Terumo‘s strengths – focus on tech briefing on October 19, MTP on December 15

研报英文原文证据摘录

Terumo (4543.T): IR Day highlights Terumo‘s strengths – focus on tech briefing on October 19, MTP on December 15

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17 Jun 2026 20:20:17 ET │ 10 pages

Terumo (4543.T)

IR Day highlights Terumo’s strengths – focus on tech briefing on October

19, MTP on December 15

CITI’S TAKE Buy

On June 11, Terumo held its IR Day at the Kofu plant, featuring exhibits and Price (17 Jun 26 15:30) ¥2,246.0

explanations of new products, business presentations, and a pre- Target price ¥3,300.0

completion tour of the new building at Kofu (peritoneal dialysis and

Expected share price return 46.9% CDMO). The company also disclosed that it will hold a Technology Briefing

on October 19 and unveil its next medium-term plan on December 15. We Expected dividend yield 1.6%

believe IR activities are intensifying, as the company appears intent on Expected total return 48.5%

actively highlighting its strengths and enabling investors to experience Market Cap ¥3,313,037M

them firsthand. Terumo’s strength lies in its various technologies for US$20,810M

developing medical tools, which it can combine and integrate to create

diverse new products. Since integration takes time and breakthroughs can

be difficult to achieve, however, we understand the firm has consolidated

its organizations charged with innovation in one location and made this a Hidemaru YamaguchiAC

command center. We maintain our bullish stance. +81-3-6776-4620

hidemaru.yamaguchi@citi.com

As for products, we were able to observe an actual Metra organ preservation device

from the organ technologies division, and while we were somewhat surprised by its

size and weight, smaller products will apparently be released in the future. Sensors

supplied by Terumo are core components of the device, which we understand is easy

to handle.