Terumo Corporation · TSE:4543
Terumo — Corporate Update (October 2026)
8 slides from Terumo's corporate update, Oct 8, 2026
Slide 1: Decision Regarding the Termination of the Supply Agreement with CSL Plasma
Decision Regarding the Termination of the Supply Agreement with CSL Plasma Hikaru Samejima Chief Executive Officer Terumo Corporation October 8, 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: Decision Regarding the CSL Plasma Supply Agreement
Decision Regarding the CSL Plasma Supply Agreement Agreed to terminate the current supply agreement with CSL Plasma, gradually wind down supply and focus TBCT resources on other businesses. Key Decisions • Agreed to terminate the current supply agreement with CSL Plasma Overview of the effective tod
Slide 4: Financial and FY26 Guidance Impact
Financial and FY26 Guidance Impact FY26 guidance revised downward to reflect approximately US$610 million of impairment charges and related costs. Financial Impact Impact on FY26 Guidance Impairment • Primarily related to manufacturing FY26 Previous FY26 Revised (100M JPY) Charges guidance guidance
Slide 5: Our Assessment of the PI Business
Our Assessment of the PI Business While Rika has created substantial value, changes in the business environment made originally anticipated economic returns increasingly difficult to achieve. Original Strategic Rationale Business Environment Changes and Impact • Entered the source plasma market thro
Slide 6: TBCT Growth Drivers and Profitability Outlook
TBCT Growth Drivers and Profitability Outlook Through the reshaping of the TBCT portfolio, resources will be concentrated on the core businesses with larger market opportunities and stronger profitability. As a result, TBCT profitability is expected to improve from FY27 onward. Key Growth and Profit
Slide 7: Key Takeaways
Key Takeaways Management’s Reflection Commitment to Ongoing Portfolio Transformation Further details will be provided as part of GS31, our next five-year growth strategy (December 15) ©TERUMO CORPORATION 7
Slide 8: ~“TERUMO
~“TERUMO