Terumo Corporation · TSE:4543
Terumo — J.P. Morgan Healthcare Conference 2026
18 slides from Terumo's conference presentation, Jan 12, 2026
Slide 1: J.P. Morgan Healthcare Conference 2026
J.P. Morgan Healthcare Conference 2026 Hikaru Samejima Chief Executive Officer Terumo Corporation Jan. 12, 2026
Slide 2: Forward-Looking Statements and Use of Document
Forward-Looking Statements and Use of Document Among the information that Terumo discloses, the forward-looking statements including financial projections are based upon our assumptions using information available to us at the time and are not intended to be guarantees of future events or performanc
Slide 3: Precision built over the decades
Precision built over the decades ©TERUMO CORPORATION 3
Slide 4: Terumo at a Glance
Terumo at a Glance No. 1 Medtech Company in Japan TBCT Company ■ Overseas Revenue Ratio: 79% 20% FY24 Revenue C&V Company ■ Business in ■ Number of R&D bases 20% USD 6.9 bn 60% over 160 countries and regions Japan 6 Outside of Japan 16 TMCS Company ◼ Terumo Interventional Systems ◼ Hospital Care Sol
Slide 5: Track Record of Robust Growth
Track Record of Robust Growth High single-digit revenue growth through M&A Delivering strong margin expansion Sales (M USD) 7,000 Adjusted OP margin +320bps over the last 3 years 22.0% Essen (China) Revenue AOP% 6,000 M&A 20.0% Bolton (US) 36% 20.0% of sales, Angio-Seal (US) CAGR 5,000 (FY99-24) Seq
Slide 6: Terumo's Performance Expectations: FY25-26
Terumo’s Performance Expectations : FY25-26 FY25 Guidance : Progressing as planned Revenue growth of +8% Operating Profit expansion of +24% to reach 17.8%* OP margin (before adjustment) Executed strategic M&As to drive growth over the long term FY26 Outlook : Achieving “Growth Strategy 26” Continue
Slide 7: World-Leading Products Across All Businesses
World-Leading Products Across All Businesses Intrasaccular Device C&V No. 1 global market share Company FY24 Revenue: Only Major Provider In the global market Oxygenator USD 4.2 bn1 Top Tier global market share2 Introducer Infusion Pump Sheath TMCS Company No.1 domestic market share3 FY24 CDMO Busin
Slide 8: C&V: Distinctive Portfolio Driving a Unique Market Position
C&V : Distinctive Portfolio Driving a Unique Market Position ■ CAGR (FY15-24) : 8% Vascular embolization Sheath ■ Market Share (FY24) : over 50% coil Drug Eluting Stent Diagnostic ■ Key Strengths guidewire Therapeutic /catheter Core technology Manufacturing Closure • Hydrophilic coating • Price comp
Slide 9: C&V: Cutting-Edge Products Drive Revenue Growth
C&V : Cutting-Edge Products Drive Revenue Growth DSS (Dual Sensor System) WEB Embolization System Innovative imaging system for First-in-class intrasaccular technology optimal treatment strategies for bifurcated neuro aneurysm IVUS and OFDI images Unique MicroBraid , disrupting using one catheter fl
Slide 10: TMCS: CDMO – One-Stop Solution for Pharmaceutical Companies
TMCS : CDMO – “One-Stop Solution” for Pharmaceutical Companies Handle everything from device development and manufacturing to fill & finish service to drive innovation in drug delivery devices Drug Formulation Clinical Report on discovery Nonclinical studies development studies Approval Manufacture
Slide 11: TMCS: CDMO Business Targeting $1 Billion in Revenue
TMCS : CDMO Business Targeting $1 Billion in Revenue Pharmaceutical Solutions Segment Revenue (M USD) Three revenue growth drivers • Existing CDMO products 1,000 • Alzheimer’s disease drug Auto-Injector launch • Unlocking global CDMO opportunities Acceleration through Already ensured capacity new pr
Slide 12: TBCT: Source Plasma Collection Driving Revenue Growth
TBCT : Source Plasma Collection Driving Revenue Growth More efficient and comfortable plasma collection system Achieving rapid growth 30% reduction in average donation time • Completed rollout for existing customers ~200 mL of blood • Maximizing recurring revenue through (lower extracorporeal volume
Slide 13: Terumo's Approach to Future Growth
Terumo’s Approach to Future Growth Organic M&A Growth opportunities Exponential Growth Continuous Growth ©TERUMO CORPORATION 13
Slide 14: OrganOx: Leading Innovation in Liver and Kidney Transplantation
OrganOx : Leading Innovation in Liver and Kidney Transplantation Normothermic Machine Perfusion to maximize organ supply Number of transplants Increased transplants from DCD donors by organ Improved utilization of marginal organs other heart Lower discard rates of donated organs Better quality of li
Slide 15: OrganOx: Perfusion Technology Pipeline beyond Transplantation
OrganOx : Perfusion Technology Pipeline beyond Transplantation Extracorporeal Liver Cross-Circulation (ELC) Drug Discovery Support for Pharmaceutical Companies Supplementing liver function such as detoxification and metabolic regulation by circulating the patient's blood through an auxiliary liver o
Slide 16: Unwavering commitment to patients
Unwavering commitment to patients ©TERUMO CORPORATION 16
Slide 17: The Road Ahead beyond Growth Strategy 26
The Road Ahead beyond “Growth Strategy 26” Accelerating innovation, sustaining our strong momentum, and evolving into a Global Top-tier Medtech Leader Margin growth Maintain robust Lead innovation via outpacing sales growth R&D and M&A sales growth ©TERUMO CORPORATION 17
Slide 18: ~“TERUMO
~“TERUMO