Corporate Events

Tsumura & Co.(TSE:4540) dropped from FTSE All-World Index (USD)

Tsumura & Co. (TSE:4540) acquired Yomeishu Seizo Co.,Ltd. from Yuzawa,Co.,Ltd. for ¥6.8 billion on September 1, 2026. Tsumura & Co. (TSE:4540) completed the acquisition of Yomeishu Seizo Co.,Ltd. from Yuzawa,Co.,Ltd. on September 1, 2026.

Tsumura & Co. reported earnings results for the first quarter ended June 30, 2026. For the first quarter, the company reported sales was JPY 49,704 million compared to JPY 43,094 million a year ago. Net income was JPY 6,457 million compared to JPY 4,367 million a year ago. Basic earnings per share from continuing operations was JPY 86.63 compared to JPY 58.16 a year ago.

Tsumura & Co., ¥ 79.0, Cash Dividend, Sep-29-2026

Tsumura & Co., Q1 2027 Earnings Call, Aug 06, 2026

TSUMURA & CO. announced that at the extraordinary board of directors meeting held on June 26, 2026, the company resolved to appoint Kei Sugii as representative director, effective June 26, 2026. The reason for the change was to further strengthen the management structure and establish a rapid decision-making system. Kei Sugii was born on December 16, 1969. His career summary is as follows: April 1994, joined Mitsubishi Petrochemical Engineering Corporation (currently Mitsubishi Chemical Engineering Corporation); January 2006, joined Accenture Japan Ltd.; May 2009, joined TSUMURA & CO.; April 2013, Head of Logistics Planning Department; April 2016, Head of SCM Planning Department; April 2017, General Manager of the Company, CEO of SHENZHEN TSUMURA MEDICINE CO., LTD.; April 2018, General Manager of the Company, Chairman and CEO of SHENZHEN TSUMURA MEDICINE CO., LTD.; April 2020, Executive Officer, Production Division General Manager of the Company; April 2022, Co-COO; June 2022, Director Co-COO; April 2026, Director, COO and President, Prescription Pharmaceuticals Company; June 2026, Representative Director, COO and President, Prescription Pharmaceuticals Company (incumbent).

Tsumura & Co. provided dividend guidance for the year end of fiscal year ending March 31, 2027. For the year, the company expects to pay a dividend of JPY 79.00 per share against JPY 79.00 per share a year ago.

Tsumura & Co. provided consolidated earnings guidance for the First Half and full year of the fiscal year ending March 31, 2027. For the First Half, the company expects net sales of JPY 102,500 million, operating profit of JPY 17,200 million, ordinary profit of JPY 16,400 million, profit attributable to owners of parent of JPY 11,100 million, and profit per share of JPY 148.90. For the full year, the company expects net sales of JPY 213,600 million, operating profit of JPY 37,500 million, ordinary profit of JPY 35,500 million, profit attributable to owners of parent of JPY 26,200 million, and profit per share of JPY 351.46.

Tsumura & Co. revised dividend for the full year ended March 31, 2026 to JPY 79.00 per from JPY 76 per share against JPY 68.00 per share a year ago. Record date March 31,2026, Scheduled date to commence dividend payments of June 29, 2026. Reason for revision: Regarding shareholder returns for the fiscal year ending March 2026, have set the DOE at 3.6% in accordance with shareholder return policy (target level for FY2031: DOE 5%). As net income attributable to parent company shareholders for the fiscal year ending March 2026 has increased from the earnings forecast announced on November 10, 2025, will increase the annual dividend by 3 yen per share to 147 yen (68 yen as an interim dividend, and 79 yen as a year-end dividend). The company provided dividend guidance for the second quarter of fiscal year ending March 31, 2027. For the second quarter, the company expects to pay dividend of JPY 79.00 per against JPY 68.00 per share a year ago.

Tsumura & Co., Annual General Meeting, Jun 26, 2026.

Tsumura & Co., Board Meeting, May 13, 2026. Agenda: To consider and approve resolved to pay dividends from retained earnings as of March 31, 2026; and to consider and approve other business matters.

Tsumura & Co. announced that they will report Q1, 2027 results on Aug 06, 2026

Tsumura & Co. announced that they will report fiscal year 2026 results on May 13, 2026

Tsumura & Co., 2026 Earnings Call, May 13, 2026

Tsumura & Co., Board Meeting, Feb 24, 2026. Agenda: To consider and approve to sign a four-party master agreement with YOMEISHU SEIZO CO. LTD., Reno Co., Ltd, and Yuzawa Co., Ltd, following Reno Co., Ltd (the "Tender Offeror")'s implementation of a tender offer (the "Tender Offer") for shares of YOMEISHU SEIZO CO., LTD which will be followed by a diverse set of transactions including organizational restructuring by the Target Company, the Tender Offeror and Yuzawa Co., Ltd and the Company's acquisition of shares of the Target Company from Yuzawa.

Tsumura & Co. reported earnings results for the nine months ended December 31, 2025. For the nine months, the company reported sales was JPY 145,176 million compared to JPY 136,773 million a year ago. Net income was JPY 23,151 million compared to JPY 26,567 million a year ago. Basic earnings per share from continuing operations was JPY 309.6 compared to JPY 349.88 a year ago.

Tsumura & Co. (TSE:4540) is considering acquiring Yomeishu Seizo Co.,Ltd.'s (TSE:2540) mainline Yakuyo Yomeishu medical liqueur business, it was learned 03 February 2026. As both Tsumura and Yomeishu Seizo use crude drugs for their products, the possible deal would help the Japanese companies improve operational efficiency partly through joint procurement of ingredients, informed sources said. The two companies are apparently discussing details, including the acquisition price, according to the sources. The possible business sale comes as Yomeishu Seizo is considering going private at a time when sales of Yakuyo Yomeishu continue falling, the sources said. On 03 February 2026, Yomeishu Seizo, which is listed on the Tokyo Stock Exchange's top-tier Prime section, said that it is in talks with Japanese investment firm Yuzawa, its top shareholder, on specific ways to carry out the plan to go private, and is considering a business sale at the same time. But it added that nothing has been decided at this point. Yomeishu Seizo previously gave the preferential negotiating right to U.S. investment fund KKR over share acquisition related to the planned delisting. But the company canceled the right later in the face of opposition from the largest shareholder.

Tsumura & Co., Q3 2026 Earnings Call, Feb 06, 2026

TSUMURA & CO. announces that it has entered into a loan agreement with special financial provisions. The agreement was concluded on January 16, 2026, with a syndicate of financial institutions led by MUFG Bank Ltd. as agent. The loan consists of two tranches: Tranche A in the amount of ¥20.5 billion, with a repayment term ending January 21, 2033, and Tranche B in the amount of ¥29.5 billion, with a repayment term ending January 21, 2036. The loan is unsecured. The purpose of concluding this agreement is to promote active investment in equipment and business initiatives in line with the Company’s long-term management vision, while ensuring stable growth in the domestic business and expanding its China business. The agreement includes financial covenant clauses under which the Company must maintain consolidated net assets at no less than 75% of the higher of the net assets at the end of the immediately preceding fiscal year or the fiscal year ended March 2025, and must not record an operating loss on a consolidated basis for two consecutive fiscal years. In the event these covenants are breached and a claim is made by the lender, the Company will lose the benefit of the term.

Tsumura & Co. expected to report Fiscal Year 2026 results on May 13, 2026. This event was calculated by S&P Global (Created on April 23, 2026).

R&D Briefing Session

Tsumura & Co. announced that they will report Q3, 2026 results on Feb 06, 2026

Tsumura & Co. revised earnings guidance for fiscal year 2027. For the period, the company expects sales of JPY 234 billion and operating profit of JPY 46 billion against previous guidance for sales of JPY 234 billion and operating profit of JPY 43.00 billion. Reason for Revision: Regarding the consolidated earnings forecast for fiscal 2025, as announced in the "Notice Regarding Revision of Earnings Forecast and Revision of Dividend Forecast (Dividend Increase)," the sales, operating profit, and ROE are expected to exceed the initial plan due to the consolidation of Shanghai Hongqiao Traditional Chinese Drug Pieces Co. Ltd. (hereinafter, "Hongqiao Traditional Chinese Drug Pieces"), an equity-acquired subsidiary, reduction in processing costs, control of selling, general and administrative expenses, and the sale of policy- held shares. Regarding the numerical targets of the second mid-term management plan, although a prolonged high cost is expected due to inflation, the Company believe it is possible to exceed the initial targets by consolidating the financial results of the Hongqiao Traditional Chinese Drug Pieces, reducing raw material costs, and further implementing comprehensive cost management to control selling, general, and administrative expenses. Therefore, the Company revised upward the operating profit and ROE.

Tsumura & Co. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the period, the company expects net sales of JPY 198,000 million, operating profit of JPY 35,000 million, profit attributable to owners of parent of JPY 24,300 million, and basic earnings per share of JPY 320.08, compared to the previous forecast for net sales of JPY 188,000 million, operating profit of JPY 34,200 million, and profit attributable to owners of the parent of JPY 23,000 million, with basic earnings per share of JPY 302.95. Reason for revision: Regarding net sales, due to the consolidation of Shanghai Hongqiao Traditional Chinese Drug Pieces Co. Ltd. (hereinafter, "Hongqiao Traditional Chinese Drug Pieces"), which was acquired through equity participation, the figure is expected to reach JPY 198,000 million, exceeding the previously announced forecast of JPY 10,000 million. Regarding operating profit, the impact of consolidating Hongqiao Traditional Chinese Drug Pieces as a subsidiary is expected to be minor due to goodwill amortization and expenses related to acquisition-specific accounting treatments in the first year. Meanwhile, factors such as a reduction in processing costs and control of selling, general, and administrative expenses are projected to result in operating profit exceeding the previously announced forecast JPY 800 million, reaching JPY 35,000 million. Regarding ordinary profit and net profit attributable to the parent company's shareholders for the current term, in addition to the upward revision of operating profit, due to the sale of policy-held shares and other factors, ordinary profit is expected to exceed the previous forecast JPY 500 million to JPY 34,500 million, and net profit attributable to owners of parent is expected to exceed the previous forecast JPY 1,300 million to JPY 24,300 million.

Tsumura & Co. revised year-end dividend guidance for the fiscal year ending march 31, 2026. For the period, the company expects to pay cash dividend of JPY 76.00 per share compared to previous forecast of JPY 68.00 per share. Reason for revision: Since the profit attributable to owners of parent for the fiscal year ending March 31, 2026 is expected to exceed the previously announced forecast, based on shareholder return policy (target DOE rate of 5% by fiscal 2031), the DOE will be revised from the initially expected 3.4% to 3.6%, the same level as the actual performance of the previous fiscal year. As a result, the annual dividend for the fiscal year ending March 2026 will be increased by JPY 8 per share to JPY 144 (of which the interim dividend JPY 68 and the year-end dividend is JPY 76).

Tsumura & Co., ¥ 76.0, Cash Dividend, Mar-30-2026

Tsumura & Co. expected to report Q3 2026 results on February 5, 2026. This event was calculated by S&P Global (Created on January 12, 2026).

Tsumura & Co., Q2 2026 Earnings Call, Nov 10, 2025