Terumo Corporation · TSE:4543
Terumo — Investor Presentation (November 2017)
12 slides from Terumo's investor presentation, Nov 9, 2017
Slide 1: Initiatives towards Sustainable Growth: Integration of Assets Acquired in FY 2016
“Initiatives towards Sustainable Growth” “Integration of Assets Acquired in FY 2016” Terumo Corporation President and CEO Shi ji SSato Shinjiro t November 9 9, 2017
Slide 2: Key Initiatives towards Sustainable Growth
Key Initiatives towards Sustainable Growth Strengthen Global Operations A l t St Accelerate Strategic t i D Development l t Leverage Group’s Comprehensive Strength © Terumo Corporation 2017/11/9 2/12
Slide 3: Strengthen Global Operations
Strengthen Global Operations Strengthen production capacity in growing arena TIS*: Yamaguchi, Vietnam (Hanoi), MV: Southern CA, Costa Rica, Alliance: Yamaguchi Optimize production among TIS factories on a global basis Promote integration of closure device production (Puerto Rico, US, Costa R
Slide 4: Accelerate Strategic Development
Accelerate Strategic Development Formed new organization “Corporate R&D Center” at Shonan Center Opened “MicroVention Worldwide Innovation Center” in Southern CA, US Establish “TIS Mastery Center” at Ashitaka Factory Expand the R&D base in Southern CA: Lab to incubate in‐house early technolo
Slide 5: Leverage Group's Comprehensive Strength
Leverage Group’s Comprehensive Strength New product development and sales expansion through collaboration among companies Expand E d sales l for f carotid id artery stent system “Roadsaver” “R d ” and d peripheral i h l embolization b li i coilil “AZUR” Reinforce the product line‐up for interv
Slide 6: Integration of Assets acquired in FY 2016
Integration g of Assets acquired q in FY 2016 © Terumo Corporation 2017/11/9 6/12
Slide 7: Successful Track Record of M&A
Successful Track Record of M&A M&A iin US and M&As d EEurope are th the M Main i DDrivers i off SSales l G Growth th Bolton (US) Mar, FY16 Sales Sa es in BJPY J Angio‐Seal (US) Jan, FY16 CAGR Sequent (US) Jun, FY16 (FY99‐FY16) 7% d (US) Fogarty Venture Fund ( S) Harvest (US) M&A 30% CaridianBCT (US)
Slide 8: Evolution on Integration Know-how
Evolution on Integration Know‐how The First Phase (‐2006) Acquired completely new technology Terumo never owned before (Heart‐lung machine, vascular ggraft,, neurovascular embolizarion coil,, and others)) Retained existing management team and kept the acquired company as a subsidiary Princip
Slide 9: Sequent Medical: Complete and Quick Integration into MV
Sequent Medical: Complete and Quick Integration into MV Decided not to hold Sequent as a entity, and integrated it completely into neurovascular business of MicroVention Promoted unity and invigoration of organization through designating g g Sequent’s q keyy p persons as executives of MicroVenti
Slide 10: Closure Devices: Integrated into Operation in TIS, US
Closure Devices: Integrated into Operation in TIS, US Asset acquisition: existing sales force specialized for access devices sells closure devices under TIS in US Improve customers satisfaction by TIS’s specialty “training and education” coupled with products modification Current Status Sales
Slide 11: Bolton Medical: New US Entity for Vascular Graft Business
Bolton Medical: New US Entity for Vascular Graft Business Maximized complementary both in region‐wise and product‐wise. Incorporated Bolton into vascular graft business in Vascutek HQs U.S. EU, Asia JP Stent TAA B B B G ft Graft B V B AAA Vascular Graft and others V V V Current Status Good momen
Slide 12: IR Contact
IR Contact Terumo Corporation Corporate Communication (IR) Dept. E‐mail: kouhou_terumo01@terumo.co.jp 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 i