Tsumura stock gets earnings lift from Yomeishu consolidation

Published on 11/01/2026 at 00:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tsumura raised its fiscal 2027 profit outlook after consolidating Yomeishu Seizo. China sales are expected to remain below plan.

Forecast lifted after acquisition

Tsumura raised its full-year fiscal 2027 revenue and profit outlook after bringing Yomeishu Seizo into consolidation.
The revised forecast includes a negative goodwill gain and a securities sale gain in the interim period.
China revenue is expected to remain below the initial plan, while the next results announcement is scheduled for November 9.

Tsumura, JP3535800001, Illustration mit AI erstellt.

Tsumura raised its earnings outlook on October 28 after announcing the consolidation of Yomeishu Seizo. In its official forecast revision, the Japanese pharmaceutical company lifted its full-year fiscal 2027 revenue forecast to JPY 218.5 billion and profit attributable to owners of the parent to JPY 29.3 billion.

Acquisition changes the outlook

The revised full-year revenue forecast is JPY 4.9 billion above the previous plan, while operating profit is now expected to reach JPY 38.4 billion. Profit attributable to owners of the parent is JPY 3.1 billion above the previous forecast. The company said the changes mainly reflect the consolidation of Yomeishu Seizo and a review of selling, general and administrative expenses.

For the April to September interim period, Tsumura expects net sales of JPY 103.3 billion, operating profit of JPY 18.7 billion and profit attributable to owners of the parent of JPY 16.2 billion. The interim outlook includes a gain on negative goodwill related to Yomeishu Seizo becoming a consolidated subsidiary and a gain on the sale of investment securities that had initially been expected in the second half.

China remains a pressure point

The outlook is not uniformly stronger. Tsumura expects China revenue to fall below its initial target, mainly because sales of traditional Chinese medicine drug pieces in its crude drug platform are running below plan. The company left its fiscal 2027 dividend forecast unchanged.

Tsumura stock traded at JPY 3,821 on the Tokyo Stock Exchange at 3:30 p.m. JST on Friday, October 30, 2026. The next results announcement is scheduled for November 9, according to the company's investor relations calendar.

Kampo specialist with global reach

Tsumura & Co. is a Tokyo-based healthcare company focused on pharmaceutical products, especially Kampo extract intermediates and granular Kampo preparations. Its operations cover the sourcing and processing of herbal materials, manufacturing, and international distribution, with additional sales of pharmaceutical and food products. The company operates as a specialty and generic drugmaker, with Kampo medicine providing its distinctive niche within the pharmaceutical sector.