Terumo (4543N) Price & Analysis
4543N Stock Chart & Stats
- Day’s Range
- MXN 273.55 - MXN 273.55
- 52-Week Range
- MXN 197.86 - MXN 300.00
- Previous Close
- MXN 273.55
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 423.59B
- Enterprise Value
- MXN 3.37T
- Total Cash (Recent Filing)
- MXN 314.63B
- Total Debt (Recent Filing)
- MXN 389.46B
- Price to Earnings (P/E)
- 21.6
- Beta
- -0.15
- Next Earnings
- Nov 12, 2026
- EPS Estimate
- -0.16
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.48%
Bulls Say, Bears Say
Bulls Say
High Margin Profile
Sustained high gross and operating margins indicate durable pricing power and efficient manufacturing across devices and consumables. These margins underpin cash generation, fund R&D and capex, and provide a buffer against reimbursement pressure typical in medical-device markets.
Recurring Consumables Model
A business mix weighted to single-use devices, blood-management disposables and infusion supplies creates stable repeat demand tied to procedure volumes and routine care. This recurring revenue provides predictable topline and secures installed-base driven aftermarket sales over time.
Conservative Leverage And Expanding Scale
Low leverage relative to equity and an expanding asset base give financial flexibility for investment, M&A, or cyclical stress. A conservative balance sheet supports steady returns (ROE ~9%) while enabling reinvestment into higher-value product lines and global sales capabilities.
Bears Say
Decelerating Revenue Growth
A marked slowdown from earlier double-digit growth suggests the business may be entering a more mature phase or facing tougher comps. Persistently slower top-line growth pressures the firm's ability to expand operating scale and may force reliance on margin expansion or inorganic growth to meet investor expectations.
Mixed Earnings-to-cash Conversion
FCF at roughly two-thirds of reported net income indicates weaker conversion of profits into spendable cash. Over time this limits internal funding for capex, working capital needs, and dividends, and increases sensitivity to capital markets if additional financing is required.
Rising Absolute Debt Level
An increase in absolute debt, even with a modest D/E ratio, can raise interest and refinancing risk and reduce optionality for investments. Combined with mixed cash conversion and slower growth, higher debt levels could constrain strategic flexibility over the medium term.
Terumo News
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Company Description
Terumo
Terumo Corporation is a global enterprise dedicated to the development, manufacturing, and distribution of a wide array of medical products and equipment. Its comprehensive operations are structured across three primary divisions: the Cardiac and Vascular Company, the Medical Care Solutions Company, and the Blood and Cell Technologies Company. The Cardiac and Vascular Company focuses on cardiovascular and neurovascular interventions. Its product portfolio encompasses a variety of devices, including angiographic guidewires, catheters, introducer sheaths, vascular closure devices, PTCA balloon catheters, coronary stents, and self-expanding peripheral stents, alongside advanced intravascular ultrasound systems and imaging catheters. This division also develops specialized devices for treating cerebral aneurysms, such as coils, stents, and intrasaccular devices, as well as embolization systems, aspiration catheters, and clot retrievers for ischemic stroke. Furthermore, it supplies critical components for cardiac surgery, including oxygenators and cardio-pulmonary bypass systems, in addition to artificial vascular and stent grafts. The Medical Care Solutions Company addresses a broad spectrum of general medical and patient care needs. Offerings include essential medical supplies like syringes, infusion and syringe pumps, infusion lines, I.V. solutions, peritoneal dialysis fluids, and products for pain management and nutritional support, as well as adhesion barriers. This segment also produces consumer health monitoring devices such as blood glucose monitoring systems, disposable needles for pen-injectors, insulin patch pumps, blood pressure monitors, and digital thermometers. Moreover, it provides contract manufacturing services for pharmaceutical companies, specializing in prefilled syringes and devices like prefillable syringes and needles for pharmaceutical packaging. Finally, the Blood and Cell Technologies Company concentrates on products and systems for blood and cell management. Its offerings span blood bags, component collection systems, automated blood processing systems, pathogen reduction systems, centrifugal apheresis systems, and advanced cell expansion systems. Established in 1921, the company was initially known as Sekisen Ken-onki Corporation before adopting its current name, Terumo Corporation, in October 1974. Terumo Corporation maintains its corporate headquarters in Tokyo, Japan.
- Sector
- Healthcare
- Industry
- Medical - Devices
- CEO
- Hikaru Samejima
- Employees
- 31,185
- Website
- www.terumo.com
- Address
- 2-44-1, Hatagaya, Tokyo, TY, 151-0072, JP
Terumo (4543N) Earnings & Revenues
4543N Company Deck
4543N Earnings Call
Earnings Call SentimentPositive
The call conveyed a broadly positive operational and financial picture: record revenue and record (adjusted) operating profit YTD, strong North American demand, rapid OrganOx margin expansion, and concrete cost-saving initiatives that support the company’s GS26 targets. Offsetting these positives are tangible near-term headwinds — tariff and FX pressure, Q3 one-time expenses that compressed the quarterly margin, a JPY 1.6 billion loss at the Leverkusen plant during start-up, and execution/volume variability in the Rika plasma business and a temporary donor slowdown at OrganOx. Management emphasized that pricing actions and disciplined cost control have largely mitigated tariff impacts and that strategic one-time investments are intended to improve future profitability.
View all MX:4543N earnings summaries4543N Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 3 | 4 |
| Technical Analysis | 2 | 2 | 3 |
| Moving Averages | 10 | 1 | 1 |