Terumo Corporation · TSE:4543
Terumo — Investor Presentation (May 2024)
11 slides from Terumo's investor presentation, May 14, 2024
Slide 1: The Future of Terumo: Our vision and the path to it
The Future of Terumo "Our vision and the path to it" May 14, 2024 Hikaru Samejima Chief Executive Officer Terumo Corporation
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's mission and creation of corporate value
Terumo’s mission and creation of corporate value Contributing to Society through Healthcare Create Enhance social value corporate value Solutions Social Mission ©TERUMO CORPORATION 3 / 10
Slide 4: Changes in healthcare & society, and Terumo's transformation
Changes in healthcare & society, and Terumo's transformation Thus far Going forward Innovative and comprehensive solutions to medical issues Medical device manufacturer Unyielding strengths Developing and manufacturing the highest quality medical devices Aiming to create new markets, value, and solu
Slide 5: Novel growth we have already achieved
Novel growth we have already achieved Bolton (US) TRI's Representative Products (Introducer Sheath Kit) Angio-Seal (US) Approach from wrist Sequent (US) FY22 Global Share 60 % CaridianBCT (US) MicroVention M&A (US) Vascutek (UK) Cardiovascular Div. of 3M (US) Development of TRI-related products FY90
Slide 6: Revenue and market capitalization
Revenue and market capitalization Revenue growth Market capitalization (compared to competitors) 0 10 20 FY14 30 40 50 60 70 80 90 100 0 20 40 Present 60 80 100 120 140 160 180 200 TBCT FY22 C&V TMCS 820 BJPY FY09 303 BJPY +189.2%. CAGR 7.4% Competitors 3.0% FY95 115 BJPY CAGR 8.1% Competitors10.6%
Slide 7: Terumo's Approach
Terumo’s Approach GS26 Leap forward Discontinuous growth Continuous growth ©TERUMO CORPORATION 7 / 10
Slide 8: Financial soundness in support of M&A
Financial soundness in support of M&A FY22 Gross Leverage (Compared to competitors) 500% 450% 400% 350% 300% 250% Competitor median 200% Terumo 150% 100% 50% 0% Ref: In-house Research ©TERUMO CORPORATION 8 / 10
Slide 9: Capital efficiency
Improve earning power; enhance corporate value Enhance corporate value 40% FY22 Operating profit ratio (Compared to competitors) 35% 30% Improve 25% Terumo Competitor average cash acquisition capabilities 20% Sales Growth Profit ratio Capital efficiency 15% 10% 5% 0% Ref: In-house Research ©TERUMO C
Slide 10: Terumo's goals and creation of corporate value
Terumo’s goals and creation of corporate value Contributing to Society through Healthcare Create Enhance social value corporate value Solutions Stable supply of Human resource Quality and safety products development Promoting DE&I Social Mission ©TERUMO CORPORATION 10 / 10
Slide 11: TERUMO
~“TERUMO