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TERUMO, Net Income Forecast for the Fiscal Year Revised Downward by 5%

Wed Nov 12, 2025 3:30 pm JST Earnings

4543 TERUMO CORPORATION 【IFRS】

Earnings Report

TERUMO CORPORATION <4543> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 12th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 21.7% from the same period last year, reaching 76.8 billion yen.

However, the full-year forecast for consolidated net income has decreased 4.9%, from the previous forecast of 143 billion yen to 136 billion yen (compared to 116 billion yen in the previous period), leading to a reduction in the profit growth rate from 22.2% to 16.3%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 9.9% from the same period last year, reaching 59.1 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income grew 19.6% from the same period last year, reaching 35.0 billion yen. However, the operating profit margin decreased from 17.2% in the same period last year to 16.4%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 443,874 66,492 66,428 50,092 33.6 47.2 Nov 14, 2023 IFRS
Apr - Sep, 2024 508,685 87,716 85,140 63,204 42.6 55.1 Nov 7, 2024 IFRS
Apr - Sep, 2025 534,930 100,983 101,212 76,897 52.1 ー Nov 12, 2025 IFRS
YoY +5.2% +15.1% +18.9% +21.7% +22.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 15 May 14, 2025 IFRS
Apr - Sep, 2025 Results 534,930 100,983 101,212 76,897 52.1 15 Nov 12, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,050,000 194,000 ー 143,000 96.9 30 May 14, 2025 IFRS
Mar, 2026 New 1,108,000 181,500 ー 136,000 92.2 30 Nov 12, 2025 IFRS
Revision Rate +5.5% -6.4% － -4.9% -4.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 527,486 69,952 69,434 53,774 36.3 13 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 573,070 80,517 ー 59,103 40.1 15 Nov 12, 2025 IFRS
YoY +8.6% +15.1% － +9.9% +10.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 921,863 140,096 140,829 106,374 71.5 22 May 14, 2024 IFRS
Mar, 2025 1,036,171 157,668 154,574 116,978 79.0 26 May 14, 2025 IFRS
Mar, 2026 Guidance 1,108,000 181,500 ー 136,000 92.2 30 Nov 12, 2025 IFRS
YoY +6.9% +15.1% － +16.3% +16.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 250,491 43,076 39,505 29,313 19.7 17.2 Nov 7, 2024 IFRS
Oct - Dec, 2024 263,550 45,780 46,688 35,418 23.9 17.4 Feb 13, 2025 IFRS
Jan - Mar, 2025 263,936 24,172 22,746 18,356 12.4 9.2 May 14, 2025 IFRS
Apr - Jun, 2025 259,965 55,885 55,259 41,843 28.4 21.5 Aug 7, 2025 IFRS
Jul - Sep, 2025 274,965 45,098 45,953 35,054 23.8 16.4 Nov 12, 2025 IFRS
YoY +9.8% +4.7% +16.3% +19.6% +20.4%

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