Tsumura completed Yomeishu deal: what it means for Tsumura stock

Published on 10/25/2026 at 00:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tsumura bought Yomeishu Seizo for JPY 6.8 billion on September 1, 2026. The Tsumura stock report is due November 9 after JPY 49.70 billion revenue.

Deal and operating milestones

Tsumura completed the JPY 6.8 billion Yomeishu acquisition on September 1, 2026.
First-quarter revenue reached JPY 49.70 billion on August 6, 2026.
Tsumura stock last stood at JPY 3,738.00 on October 23, 2026 at 3:30 p.m. JST on JPX.

Tsumura, JP3535800001, Illustration mit AI erstellt.

Tsumura (ISIN JP3535800001) completed its JPY 6.8 billion acquisition of Yomeishu Seizo on September 1, 2026, according to Note. The deal gives the Kampo pharmaceutical group another consumer health business before its next scheduled results.

Q1 growth came with margin pressure

Tsumura reported JPY 49.70 billion in revenue for the quarter ended June 30, 2026, up 15.30 percent year over year, while net income reached JPY 6.46 billion. Investing.com lists adjusted earnings per share of JPY 86.63 and revenue of JPY 49.70 billion for the August 6, 2026 release.

The operating picture was less even. Tsumura generated JPY 78.80 billion in operating profit in the first quarter, up 2.10 percent year over year, while its operating margin declined from 17.90 percent to 15.90 percent. The acquisition was not included in the company forecast cited in the October 17, 2026 review by Note.

What does the deal mean for earnings?

The immediate test is whether the new business can add growth without increasing pressure on margins. Tsumura kept its full-year forecast unchanged after first-quarter revenue reached 48.50 percent of the first-half plan and operating profit reached 45.80 percent, according to the same October 17, 2026 review by Note.

Three dates frame the story

On November 10, 2025, Tsumura reported JPY 46.80 billion in revenue for the quarter ended September 30, 2025; on May 13, 2026, fiscal-year revenue reached JPY 192.62 billion; and on September 1, 2026, the company completed the JPY 6.8 billion Yomeishu Seizo acquisition. The results and acquisition figures are reported by Investing.com and Note.

Analysts remain measured

A Japanese securities house kept a neutral rating on September 29, 2026, but raised its target from JPY 3,300 to JPY 3,700, according to Yahoo Finance Japan. The four-analyst consensus target was JPY 4,292.50 on September 28, 2026, making the next earnings update important for testing whether the acquisition changes the cautious valuation view.

Next results date is November 9

Tsumura lists November 9, 2026, for its second-quarter results and February 9, 2027, for its third-quarter results on its investor-relations schedule, last updated August 6, 2026, at Tsumura.

Stock price and valuation context

Tsumura was last at JPY 3,738.00 on October 23, 2026 at 3:30 p.m. JST on the Tokyo Stock Exchange. Its 52-week range was JPY 3,500.00 to JPY 4,403.00, while market capitalization stood at JPY 278.7 billion on the same quoted date. The price therefore remained JPY 665.00 below the yearly high, a 15.10 percent gap calculated from the high.