Terumo Corporation (4543) Earnings Call Transcripts

Terumo Corporation's Latest Earnings Call - June 11, 2026

In the first quarter of fiscal year 2026, Terumo Corporation reported strong performance with revenue growth driven by its Cardiac & Vascular Company, which achieved high single-digit growth. The company maintained its adjusted operating profit margin and is set to launch multiple new products, including innovative imaging devices, which management believes will enhance future growth. Management raised guidance for fiscal year 2026, targeting an 8% revenue increase and a 29% rise in adjusted operating profit, signaling confidence in their strategic initiatives and product pipeline.

Reported metrics

Guidance from management

Management raised guidance for FY 2026, targeting an 8% revenue increase and a 29% rise in adjusted operating profit, reflecting confidence in new product launches and market expansion strategies.

What management said

[Audio Gap] manufacturing, we combine materials processing and coating technologies to ensure product performance is consistently reproduced as designed, enabling high producibility and globally consistent supply. In this way, our core technologies are the source of competitiveness for each business and also enable new value creation by combining technologies to meet clinical needs. Importantly, these technologies...

Yes. When you say scores, this is scores, right? IVUS and OFDI has separate rating systems. If you use IVUS, you need to use IVAS grade system or OFDI then OFDI grade system. And once you see an introduction of the dual sensor tool, then new grading system will be needed. So the experts will come up with the new data and have a new grading system for more accurate treatment that is to be expected.

What analysts pressed on

Analysts expressed concerns regarding the slow adoption of new products, particularly in the radial approach segment, where the adoption rate remains low. There are also worries about competition in the imaging market and the potential impact on future growth.

Main topics on the call

• Revenue Growth Acceleration — Terumo's Cardiac & Vascular Company reported 'high single-digit revenue growth' supported by strong demand and operational improvements. Management noted, 'we have significantly improved AOP margin,' indicating enhanced ...
• New Product Launches — Management outlined plans to launch three new products in fiscal year 2026, including the DSS dual-sensor imaging system and Kanshas drug-coated balloon. These products are expected to drive growth in the imaging and per...
• Market Expansion Strategy — Terumo is targeting growth in emerging markets such as India and China, with a focus on the imaging market expected to reach $1.3 billion by 2031. Management emphasized, 'by expanding into these high-growth emerging mark...
• Operational Improvements — The company has implemented strategic pricing initiatives and operational enhancements across manufacturing sites, contributing to improved margins. Management stated, 'we have steadily enhanced our earnings capability e...

Read the full Terumo Corporation transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Terumo Corporation earnings call transcripts on record, spanning February 6, 2020 to June 11, 2026. Based on this history, Terumo Corporation reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

4543

Exchange

TSE

Country

JP

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

26

First call

February 6, 2020

Most recent

June 11, 2026

Reporting cadence

quarterly