Terumo Corporation · TSE:4543
Terumo — Investor Presentation (November 2025)
20 slides from Terumo's investor presentation, Nov 12, 2025
Slide 1: TIS Growth Roadmap
TIS Growth Roadmap Advancing Terumo’s Core Business through the Launch of DSS Hikaru Samejima Chief Executive Officer Terumo Corporation Nov. 12, 2025
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: Terumo Interventional Systems (TIS) Sales Trends and Breakdown
Terumo Interventional Systems (TIS) Sales Trends and Breakdown Achieving stable growth in Access Access and Therapeutic Lesion Access (TLA) and high growth in therapeutic areas account for over 80% of the total sales (B JPY) 4000 400 CAGR+ 8% Imaging Therapeutic (Local currency basis) Oncology Vascu
Slide 4: TIS Growth Roadmap Highlights
TIS Growth Roadmap Highlights Sustain high single-digit growth by introducing new growth drivers 1 Access Maintain No.1 market position Sustainable Mid single-digit growth and ensure steady growth growth of existing core businesses 2 TLA Drive high growth through market share gains High single-digit
Slide 5: Key Strengths of TIS
1 Access Key Strengths of TIS 2 TLA 3 Imaging Core technology Solution Hydrophilic coating Radial Approach Precision finishing in every detail Transforming products considered as “commodity” Entry site management from access to closure, into enabling Same Day Discharge “High value-added Manufacturin
Slide 6: Access Growth Opportunities will Continue to Expand
1 Access Access Growth Opportunities will Continue to Expand 2 TLA 3 Imaging Sustained growth of the interventional market Expansion into areas beyond core segments Global intervention case load Strengthening brand leadership in Access area expected to grow at CAGR +5% through trusted device quality
Slide 7: Established Track Record as a Category Leader in TLA Market
1 Access Established Track Record as a Category Leader in TLA Market 2 TLA 3 Imaging Cardiology Oncology Endovascular Key products Runthrough NS Progreat Glidewire Advantage series series series Market share* 20+% 40+% 40+% Sales growth Double-digits High single-digit Double-digits (CAGR over the pa
Slide 8: Accelerating Growth through Product & Regional Expansion
1 Access Accelerating Growth through Product & Regional Expansion 2 TLA 3 Imaging Product lineup expansion Business area/Regional expansion ⚫ Launching new products while improving ⚫ Rapid expansion of musculoskeletal (MSK) existing products embolization market for chronic pain treatment ➢ Promoting
Slide 9: Overview of the Imaging Market
1 Access Overview of the Imaging Market 2 TLA 3 Imaging Imaging market expected to grow significantly Established evidence: in US and China Imaging improves treatment outcomes ($M) Under the revised 2025 guidelines, Imaging received the 1400 highest recommendation level at leading academic $1,300M s
Slide 10: Terumo's Imaging Establishes a Powerful Presence in Japan
1 Access Terumo’s Imaging Establishes a Powerful Presence in Japan 2 TLA 3 Imaging Imaging market share in PCI in Japan Terumo Imaging’s solutions Terumo 1 High catheter crossability Others Catheter manufacturing technology cultivated at Ashitaka Factory in Japan 2016 2 Clear images 60MHz high-resol
Slide 11: Current Practice Requires Choosing Either IVUS or OFDI When Using Imaging Device
Current Practice Requires Choosing Either IVUS or OFDI 1 Access 2 TLA When Using Imaging Device 3 Imaging IVUS (ultrasound) OFDI (near-infrared rays) Strength Provides a clear view of Provides a clear view of microstructure the entire vessel and stent condition inside the vessel Large Low Requires a
Slide 12: DSS (Dual Sensor System) Solution
1 Access DSS (Dual Sensor System) Solution 2 TLA 3 Imaging DSS Innovative system with both ultrasound sensor and optical lens in one catheter, enabling simultaneous acquisition of IVUS IVUS and OFDI images IVUS for the entire vessel, OFDI for fine structures, both OFDI complementing each other Suppo
Slide 13: Sales Outlook: Imaging sales will more than triple
1 Access Sales Outlook 2 TLA 3 Imaging Imaging sales will more than triple Maintain and further expand top share with the introduction of DSS Expanding share in high price range by supporting in Japan and US treatment strategies with precise diagnosis with DSS Leveraging education program experience
Slide 14: Future of TIS
Future of TIS Driving company-wide growth by continuously evolving as Terumo's core business DSS Ultimaster Nagomi M&A Leveraging DSS opportunities FineCross Venous to further strengthen RADIFOCUS AZUR presence in Introducer II endovascular therapy Runthrough NS RADIFOCUS Guide Wire M Product expans
Slide 15: OrganOx Updates After Closing
OrganOx Updates After Closing ©TERUMO CORPORATION 15
Slide 16: Continue Rapid Revenue Growth
Continue Rapid Revenue Growth OrganOx Revenue Trend ($M) Market share is rising in addition to the increase in ~120 liver transplant cases +70% Expansion of NMP* driving growth in 71 liver transplant volumes *Normothermic Machine Perfusion +20% market share achieved Market share improves quarter aft
Slide 17: Liver Transplantation is Expanding with the Adoption of Normothermic Machine Perfusion (NMP)
Liver Transplantation is Expanding with the Adoption of Normothermic Machine Perfusion (NMP) Liver transplantation from Donation after Circulatory Death (DCD) is increasing significantly following NMP approval 4000 DCD cases in US NMP adoption drives market opportunities (Liver) 3000 Liver disease p
Slide 18: Expanding Market Share with Flexible, Unique Solutions
Expanding Market Share with Flexible, Unique Solutions Improved organ utilization Real-time monitoring for stable organ management Quantitative evaluation of organ function to improve utilization rate Ease of use Automatic control reduces burden on healthcare professionals Operable with three button
Slide 19: Combining Technologies to Accelerate Innovation
Combining Technologies to Accelerate Innovation metra Terumo Solution Reservoir Oxygenator / Heat exchanger Supply oxygenated, temperature-controlled Comprehensive Centrifugal pump blood and control blood pressure Oxygenator / perfusion system Heat exchanger cultivated under the CDI sensor CAPIOX br
Slide 20: ~“TERUMO
~“TERUMO