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Terumo Community
TSE:4543 Community
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Terumo
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Terumo
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
China Controls And Supply Chain Risks Will Sap Performance
Key Takeaways Sustained pricing and competitive pressures from global procurement rules and sector consolidation threaten Terumo's top-line growth, gross margins, and long-term profitability. Slow adaptation to digital healthcare trends increases Terumo's exposure to obsolescence and market share erosion amid rising operational risks and cost uncertainties.
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JP¥2.55k
FV
7.3% overvalued
intrinsic discount
4.36%
Revenue growth p.a.
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about 21 hours ago
author updated this narrative
Terumo
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Aging Populations And Minimally Invasive Focus Will Expand Healthcare Opportunities
Key Takeaways Strong product innovation, market share gains, and demographic trends position the company for sustained outperformance and expansion in its core therapeutic areas. Operational improvements, premium technology, and strategic R&D investments support long-term margin growth and resilience against industry headwinds.
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JP¥3.95k
FV
30.8% undervalued
intrinsic discount
8.15%
Revenue growth p.a.
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2 days ago
author updated this narrative
Terumo
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Increasing Demand For Neuro And Aortic Treatments Will Fuel Future Expansion
Key Takeaways Terumo's expansion and innovation in the U.S. and Europe showcase strong growth potential, promising enhanced future revenue streams and profitability. Strategic pricing and restructuring efforts, along with rising demand for medical treatments, could significantly improve profit margins and drive earnings growth.
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JP¥3.13k
FV
12.7% undervalued
intrinsic discount
5.17%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
4543
4543
Terumo
Your Fair Value
JP¥
Current Price
JP¥2.74k
4.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Increase
Past
Future
0
1t
2015
2018
2021
2024
2025
2027
2030
Revenue JP¥1.4t
Earnings JP¥165.6b
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