Komori
Terumo (4543) · RiskMitigated

Impact of Shipment Delays at the Aitaka Plant on Cardiovascular Products

First written in FY2019-Q1. 2 of 4 entries say "Mitigated", first in FY2019-Q3. Latest entry: FY2019.

4entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q1WorsenedFY2019-Q2MitigatedFY2019-Q3 – FY20192018: 220182019: 22019
Same theme, other companies
Lower revenue and profit due to timing shifts in medical product shipmentsA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2019MitigatedAnnual report

    「In Japan, the Hospital Company's surgical business and alliance business involving partnerships with pharmaceutical companies performed well. However, revenue declined at the Cardiovascular Company because, although shipment delays at the Ashitaka Plant that arose during the first half had normalized in the second half, the company was affected by those delays and official price revisions. 」

    The company stated that shipment delays at the Ashitaka Plant had normalized in the second half and that the impact had eased, but Japan revenue declined for the full year due to the effects of the delays and official price revisions.
  2. FY2019-Q3MitigatedAnnual report

    「In addition, some products experienced shipment delays from the Ashitaka Plant from May 2018 onward, but shipments stabilized from October onward and sales also showed signs of recovery.」

    The company stated that shipments from the Ashitaka Plant had stabilized and sales were recovering from October onward, indicating that the impact had eased.
  3. FY2019-Q2WorsenedAnnual report

    「In Japan, the Hospital Company's surgical business and alliance business involving partnerships with pharmaceutical companies performed well. However, revenue declined company-wide because, in addition to the impact of official price revisions, some products at the Cardiovascular Company were delayed in shipment from the Ashitaka Plant. Overseas revenue increased despite the impact of shipment delays at the Ashitaka Plant, driven by strong performance in the Cardiovascular Company's neurovascular business and the Hospital Company's alliance business, as well as products for blood centers from the Blood Management Company.」

    The company stated that shipment delays at the Ashitaka Plant affected not only the domestic Cardiovascular Company but also overseas revenue, explicitly broadening the scope of the impact.
  4. FY2019-Q1First statedAnnual report

    「In Japan, the Hospital Company's pain management business and alliance business involving partnerships with pharmaceutical companies performed well. However, revenue declined company-wide because, in addition to the impact of official price revisions, some products at the Cardiovascular Company were delayed in shipment from the Ashitaka Plant.」

    Shipment delays for some products from the Ashitaka Plant were cited, together with official price revisions, as factors behind the decline in Japan revenue at the Cardiovascular Company.
Moved together

"Growth in the Blood Systems business centered on apheresis, cell processing and emerging markets" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Growth in the Blood Systems business centered on apheresis, cell processing and emerging markets2×
  3. 2Expanding market share in global markets and enhancing brand value2×
  4. 3Strengthening Cost Competitiveness Through Products Tailored to Regional Needs and a Global Production Network2×
  5. 4High-value-added products for healthcare settings and revenue management2×
  6. 5Integration and Strengthening of the Global Production System, Including the Vietnam Factory2×
  7. 6Consistent Dividend Growth and a Medium- to Long-Term Payout Ratio of 30%2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Terumo yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of Shipment Delays at the Aitaka Plant on Cardiovascular Products | TERUMO CORPORATION (4543) | Komori