Terumo Corporation · TSE:4543

Terumo — Investor Day (December 2021)

15 slides from Terumo's investor day presentation, Dec 16, 2021

1. Slide 1: Cardiac and Vascular Company: 5-Year Growth Strategy with a 10-Year Vision

   Celebrating our 100th founding anniversary: 5-Year Growth Strategy with a 10-Year Vision 02 | Cardiac and Vascular Company Toshihiko Osada, President ©TERUMO CORPORATION 1 /14

2. Slide 2: Safe Harbor for Forward-Looking Statements and Use of Document

   Safe Harbor for 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 even

3. Slide 3: Vision for our 5-Year Growth Strategy

   Vision for our 5-Year Growth Strategy Together with our customers, we strive to create the next standard of patient care and drive the evolution of medicine on the front lines ©TERUMO CORPORATION 3 /14

4. Slide 4: Looking Back on Current Mid- to Long-term Growth Strategy

   Looking Back on Current Mid- to Long-term Growth Strategy Achievements  Business Portfolio expansion through acquisitions Adjusted Operating Profit % • Cerebral aneurysm: Sequent Medical 25.7% 25.8% 24.8% • Aortic aneurysm: Bolton Medical 24.6% • Access: AngioSeal asset 22.6%  Increase in penetrat

5. Slide 5: Key Shifts in Market

   Key Shifts in Market Market Dynamics Strategic Implications Tailwind for radial procedures amid Contributing to shorter hospital increased economic pressure on healthcare providers stay and reduced complications Large and growing therapeutic Expanding therapeutic product device market pipeline Provi

6. Slide 6: 5-Year Growth Strategy: Cardiac and Vascular Company

   5-Year Growth Strategy: Cardiac and Vascular Company i Expand therapeutic business with new product launches Therapeutic Ischemic stroke, Cerebral aneurysm, aortic aneurysm, business interventional oncology, peripheral intervention Personalized medicine with digital solutions ii Drive radial access

7. Slide 7: Revenue and Profit Overview

   Revenue and Profit Overview Revenue Adjusted Operating Profit Growth in the high single-digit + 2% pts improvement (Adjusted operating profit %) FY16 FY21 FY26 FY16 FY21 FY26 Expand therapeutic business with series i of new product launches iii Evolution of operational capabilities Adj. operating pr

8. Slide 8: i Expand Therapeutic Business with New Product Launches

   i Expand Therapeutic Business with New Product Launches Neurovascular Aorta Ischemic stroke Brain aneurysm Aortic aneurysm Aspiration Stent retriever Intrasaccular Flow Abdominal Thoracic catheter device diverter stent graft stent graft Market size (2026) Market size (2026) Market size (2026) 300 B

9. Slide 9: ii Drive Radial Access Adoption Across Disease Areas

   ii Drive Radial Access Adoption Across Disease Areas Expand radial target areas Radial procedure penetration 2021 2026 Estimate Features of radial procedure Neurovascular  Shorter hemostasis time Coronary 68% More than 77%  Less complication risks 70% Coronary Value provided Less than 10%  Improv

10. Slide 10: ii Drive Radial Access Adoption Across Disease Areas: Provide solutions

    ii Drive Radial Access Adoption Across Disease Areas Provide solutions Products Training • Providing “systems” • Procter training • Hydrophilic coating • Simulation • Sharpness of tip • Academic partnership • Thinner diameter • University accreditation program Expand experience of coronary radial ap

11. Slide 11: iii Evolution of operational capabilities

    iii Evolution of operational capabilities Optimize global manufacturing sites to increase production capacity and reduce costs Enhance productivity with DX Ashitaka (Shizuoka) Yamaguchi Vietnam Puerto Rico Transition to “Smart factory” (DX) Semi-mother factory for TIS Low cost production Expand Angi

12. Slide 12: Key Pipelines to Support Growth (Excerpt)

    Key Pipelines to Support Growth (Excerpt) Near- to mid-term Mid- to long-term Balloon guide Intrasaccular X coating catheter device stent Neuro- Aspiration Stent vascular catheter retriever Open stent Vascular Abdominal Thoracic graft Customized Connected care graft stent graft stent graft stent gra

13. Slide 13: Develop Medical Standard with Digital Technologies

    Develop Medical Standard with Digital Technologies Patient Journey Pre-treatment Treatment Post-treatment Early detection of critical Therapy leveraging patient’s clinical data and comorbidities, symptom onset decision on post-surgery management Continuous post-treatment Improvement in speed and acc

14. Slide 14: Toward the next decade

    Toward the next decade GS26  Revenue: High single-digit topline growth with Beyond GS26 improved profitability  Adjusted Operating Profit: + 2% pts improvement Expand therapeutic portfolio Adjacent・new therapeutics portfolio • Ischemic stroke and cerebral hemorrhage treatment • e.g., venous diseas

15. Slide 15: ~“TERUMO

    ~“TERUMO

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