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4543: US Imaging Debut And Board Actions Will Support Earnings Strength Ahead

Update shared on 05 Nov 2025

Fair value Increased 0.15%
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AnalystConsensusTarget's Fair Value
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1Y
-15.9%
7D
1.9%

Analysts have slightly raised their fair value estimate for Terumo from ¥3,288.57 to ¥3,293.57, citing modest adjustments to the discount rate and future expectations for earnings growth.

What's in the News

  • Terumo Interventional Systems has received FDA 510(k) clearance for its OPUSWAVE Dual Sensor Imaging System and DualView imaging catheter, marking the company’s imaging debut in the US market (Key Developments).
  • The OPUSWAVE Imaging System uniquely combines Optical Frequency Domain Imaging and intravascular ultrasound, enabling physicians to evaluate coronary artery disease with simultaneous imaging modalities (Key Developments).
  • The Blood Center in New Orleans adopted the Reveos Automated Blood Processing System and Nokia Software Platform from Terumo Blood and Cell Technologies. This made it the second US center to implement the technology (Key Developments).
  • Reveos is the only whole blood automation system available in the US. It allows faster and more efficient separation of blood components, addressing platelet shortages and operational challenges faced by blood centers nationwide (Key Developments).
  • Terumo’s Board of Directors held a meeting on September 11, 2025, to discuss amendments (Key Developments).

Valuation Changes

  • Fair Value Estimate has risen slightly, from ¥3,288.57 to ¥3,293.57.
  • Discount Rate increased modestly from 5.54% to 5.68%.
  • Revenue Growth projections remain virtually unchanged at 5.65%.
  • Net Profit Margin is also essentially flat, at around 15.03%.
  • Future P/E Ratio forecasts have increased slightly, moving from 30.41x to 30.57x.

Disclaimer

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