Notice Regarding Recognition of Losses Associated with Termination of Supply Agreement with Major Customer and Revision of Consolidated Full-Year Earnings Forecast for Fiscal Year Ending March 2027

Overview of Performance

Terumo has decided to terminate the supply agreement with major customer CSL Plasma and, after revising future revenue plans, announced it expects total losses of approximately 61 million USD, including impairment of related assets. In response, the consolidated full-year earnings forecast for the fiscal year ending March 2027 has been revised: sales are expected to be approximately 1,229,500 hundred million yen, adjusted operating income approximately 274,500 hundred million yen, operating income approximately 160,000 hundred million yen, net income attributable to owners of parent approximately 120,000 hundred million yen, and dividend per share is expected to be 81.35 yen. Business losses during the transition period are also reflected.

Future Response and Impact

Terumo will continue to invest in blood and cell technologies and strengthen solution provision to blood centers, medical institutions, and cell therapy fields. The recognized impairment has disclosed financial impacts that may affect future capital plans and investment decisions.