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Terumo Corporation (TRUMF) Q2 2025 Earnings Call Transcript Summary

Terumo Corporation (TRUMF) Q2 2025 Earnings Call Transcript Summary

德爾必達公司(TRUMF)2025年第二季度業績會議呼叫交易摘要
富途資訊 ·  11/09 19:55  · 電話會議

The following is a summary of the Terumo Corporation (TRUMF) Q2 2025 Earnings Call Transcript:

以下是泰爾茂株式會社(TRUMF)2025年第二季度業績會議呼叫成績單摘要:

Financial Performance:

財務表現:

  • Terumo Corporation achieved record half-year highs in net sales, operating income, adjusted operating income, and net income, with a 15% revenue growth year-over-year.

  • Free cash flow also reached a record high, benefiting from increased profits and effective working capital management.

  • Operating income and adjusted operating income grew significantly, reaching JPY87.7 billion and JPY104.0 billion respectively, largely due to successful cost control measures relative to sales growth.

  • Full-year forecasts have been revised upward based on these strong performances, expecting new record highs in sales and profits.

  • 泰爾茂株式會社淨銷售額、營業利潤、調整後營業利潤和淨利潤均創下半年新高,年增長率達15%。

  • 自由現金流也創下歷史新高,受益於利潤增加和有效的營運資金管理。

  • 營業收入和調整後營業利潤均大幅增長,分別達到877億日元和1040億日元,主要是由於成功的成本控制措施相對於銷售增長。

  • 基於這些強勁成績,全年預測已上調,預計銷售和利潤將創下新的歷史新高。

Business Progress:

業務進展:

  • Continued double-digit revenue growth across all companies, with significant contributions from the TIS and Blood Center Business.

  • The Cardiovascular Company, TMCS, and TBCT showed robust growth driven by various factors including demand recovery, pricing measures, and strong sales in infusion and apheresis products.

  • Terumo has introduced new key roles, such as the Director of Innovation, aimed at energizing innovation and accelerating R&D efforts across various medical fields including venous intervention.

  • 所有板塊持續以兩位數增長率增長,泰爾茂信息系統業務和血液中心業務對營收貢獻顯著。

  • 心血管公司TMCS和TBCt表現強勁增長,受需求恢復、定價措施以及輸注和血液分離產品強勁銷售等各種因素推動。

  • 德爾福推出了新的關鍵角色,例如創新董事,旨在激發創新並加速各種醫療領域(包括靜脈介入)的研發工作。

Opportunities:

機會:

  • Strong ongoing demand, combined with effective pricing measures and cost control, continues to drive profitability.

  • The development of new markets, such as venous interventions, represents a significant area of growth, especially as the demand for minimally invasive procedures increases.

  • 強勁持續需求,結合有效的定價措施和成本控制,繼續推動盈利能力。

  • 開發諸如靜脈介入等新市場代表了一個重要的增長領域,尤其是隨着對微創手術需求增加。

Risks:

風險:

  • The company acknowledges ongoing unpredictability in factors such as raw material prices and transportation costs which could affect future performance.

  • 公司意識到原材料價格和運輸成本等因素的持續不確定性可能會影響未來業績。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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