Added to YB: 2026-01-05
Pitch date: 2025-12-27
4543.T [neutral]
Terumo Corporation
-1.35%
current return
Author Info
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Company Info
Terumo Corporation engages in the manufacture and sale of medical products and equipment in Japan, Europe, China, the United States, Asia, and internationally.
Market Cap
JPY 3.3T
Pitch Price
JPY 2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.73
P/E
25.64
EV/Sales
3.10
Sector
Health Care Equipment and Supplies
Category
growth
[4543] Terumo: When Catheters Fund Transplants
4543.T (overview): Japanese medtech generating ¥210B operating cash flow, 21% adjusted margins; $1.5B OrganOx acquisition adds debt but creates transplant tech optionality; core interventional/plasma biz faces China VBP pressure & commoditization; trading 27x earnings vs 40x peak, pricing modest execution risk rather than perfection across multiple growth bets.
Read full article (18 min)