Komori
T

TSUMURA & CO.

4540PharmaceuticalsMid cap
3,738JPY-1.3%
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Price history
¥3,738Latest+15.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group's principal businesses are centered on pharmaceuticals, with Kampo medicines as the core, and include the cultivation, procurement, manufacture and sale of crude drug ingredients; the manufacture and sale of Kampo extract powders; the manufacture of decoction pieces and contract processing services; the cultivation, procurement, sorting, processing and storage of crude drug ingredients; the sale of pharmaceuticals and food products; and pharmaceutical development through overseas bases, including in the United States. In Japan, the Group focuses on the manufacture and sale of prescription and over-the-counter medicines, developing its pharmaceutical business through 129 formulations, including drug development and Growing formulations, while also selling healthcare products. The Group is promoting the expansion of its traditional Chinese medicine business in China, the development of value-added services for decoction pieces, and the establishment of a traditional Chinese medicine research and development platform. Its long-term management vision is TSUMURA VISION “Cho-WA” 2031. Its sustainability vision is “Bringing the power to live in harmony with nature into the future.” Its materiality policy comprehensively addresses risks and opportunities related to natural capital and climate change. As its basic capital policy, the Group aims to achieve ROE of 10%, an equity ratio of at least 50% and DOE of 5% in fiscal 2031. Under the Second Medium-Term Management Plan (fiscal 2025–fiscal 2027), the Group has identified 5 strategic issues and is promoting stable growth in its Japan business and expansion of its China business.

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Key numbersShowing 8 of 20
PER
44.44How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.76How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.7%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥287bnShare price × number of shares. The value of the entire company.
Equity ratio
54.3%The proportion of assets funded by money that does not have to be repaid.
Operating margin
15.9%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
10.3%The average annual growth in sales over the past three years.
What to watch next
Ramp-up and productivity improvements at large-scale domestic and Chinese production facilities, including the Fourth SD Building, granulation and packaging building, and warehouse at the Ibaraki plant, and extraction and drying processes at the Tianjin plant, with the effects of DX and smart-factory initiatives reflected in results
2027 to 2029, based on the planned completion and start of operationsImpact HighLikelihood Medium
Growing contribution from 上海虹橋中薬飲片 (Shanghai Hongqiao Chinese Herbal Decoction Pieces), in which a 51% interest was acquired, including progress in quality visibility and evidence-building and growth in decoction-piece sales and value-added services
From 2026 onward; the acquisition took place in 2025Impact MediumLikelihood Medium
Quantification of quality stabilization, yield improvements, and processing-cost reductions from AI-powered automatic crude-herb sorting machines, for which deployment at 4 sites is planned, providing evidence of lower costs and improved earnings
Over the coming quarters and fiscal years; the deployment policy was defined in 2024Impact MediumLikelihood Medium
Clinical progress and results disclosures for TU-100, the US development program for Daikenchuto, including the initially indicated completion of enrollment in a late Phase II trial, although the latest progress needs to be confirmed
Impact HighLikelihood Low
What to watch next
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Who owns itTop holders total 95.2%
Listed holders 95.2%Everyone else 4.8%
Other (total: 36,301 thousand shares, 48.22%)48.22%
The Master Trust Bank of Japan, Ltd. (Trust Account)15.65%
BOCHK FOR PING AN LIFE INSURANCE COMPANY OF CHINA LTD10.20%
ST ATE STREET BANK AND TRUST COMPANY OF CALIFORNIA? 等6.12%
Custody Bank of Japan, Ltd. (trust account)5.46%
BRIGHT RIDE LIMITED2.25%
ツムラグループ従業員持株会2.01%
株式会社三菱UFJ銀行1.79%
2 other listed holders3.45%
Who owns it
HolderOwnership (%)
Other (total: 36,301 thousand shares, 48.22%)48.22
The Master Trust Bank of Japan, Ltd. (Trust Account)15.65
BOCHK FOR PING AN LIFE INSURANCE COMPANY OF CHINA LTD10.20
ST ATE STREET BANK AND TRUST COMPANY OF CALIFORNIA? 等6.12
Custody Bank of Japan, Ltd. (trust account)5.46
BRIGHT RIDE LIMITED2.25
ツムラグループ従業員持株会2.01
株式会社三菱UFJ銀行1.79
2 other listed holders3.45
This company's documents