Tsumura and Co (4540:TYO)の戦略的SWOTと財務分析

Report Overview

Report Summary

Tsumura & Co Strategic SWOT Analysis and Financial Insights – A 360° Review of Opportunities, Challenges and Risk, Corporate and ESG Strategies, Competitive Intelligence, and Recent Trends Report is a comprehensive and easily accessible overview of Tsumura & Co’s business operations. It provides a detailed analysis of the company’s financial and strategic standing, as well as its position in the industry compared to competitors. The report includes several key features to facilitate decision-making and provide insights into the company’s performance.

The report begins with in-depth information about Tsumura & Co including key insights, business segments, key executives, locations, products and services, historical events, corporate strategy, and management discussions. This section provides a solid foundation for understanding the company’s key attributes.

Next, the report assesses Tsumura & Co’s strategic standing through various analyses. The ESG spotlight evaluates the company’s environmental, social, and governance performance, providing insights into its sustainability efforts and ethical practices. The SWOT analysis examines the company’s internal strengths and weaknesses, as well as external opportunities and threats. Additionally, By integrating these strategic analyses, the report offers a comprehensive understanding of Tsumura & Co’s overall strategic standing and supports informed decision-making and strategic planning.

The report also covers Tsumura & Co’s financial analysis basis of latest income statement, balance sheet, and cash flow statement. Key financial ratios related to profitability, asset turnover, credit, market, and long-term solvency are outlined, providing guidance for investment decisions. Furthermore, the report compares Tsumura & Co’s financial parameters with those of its competitors, offering a unique analysis of the competitive landscape. This information helps manage the business environment and improve sales activities by gaining insight into competitors’ operations.

Finally, the report includes recent news and deal activities undertaken by Tsumura & Co enhancing awareness of the company’s business trends, growth perspectives, and more.

Key Highlights

Tsumura & Co., incorporated on 1893 by Jusha Tsumura in Tokyo, Japan. Headquartered at 2-17-11 Akasaka, Minato-ku, Tokyo, Japan, the company has grown into a leader in the pharmaceutical sector, specializing in Kampo medicines traditional Japanese herbal formulations derived from natural crude drugs. Operating primarily in healthcare and drug manufacturing, Tsumura focuses on producing Kampo extract intermediates, granular formulations, prescription drugs, over-the-counter medicines, and health foods targeting conditions like fatigue, gastrointestinal issues, stress, and women’s health. Its commitment to blending ancient herbal practices with modern scientific research drives innovation, with significant R&D investment supporting over 140 Kampo products. Tsumura maintains a strong presence in Asia, particularly Japan, China, and South Korea, where it exports Kampo medicines and operates subsidiaries like Tsumura China Inc. and Ping An Tsumura Inc. for procurement and research. Overseas sales, accounting for about 15% of revenue, extend to North America and Europe, reflecting growing global demand for natural healthcare solutions. With 4,272 consolidated employees as of March 2025 and listing on the Tokyo Stock Exchange (ticker: 4540), Tsumura continues advancing wellness through quality and sustainability.

Tsumura & Co in the News:-

2025-06-18 – Notice regarding the conclusion of an agreement for Tsumura China Inc. to acquire an interest in Shanghai Hongqiao Traditional Chinese Drug Pieces Co., Ltd
2025-05-12 – Notice regarding the continuation of Trust-type Stock Delivery System for Employees
2025-02-06 – Tsumura Announces Conclusion of Letter of Intent between Ping An Tsumura Inc. and Shanghai Hongqiao Pharmaceutical Co., Ltd.

Scope

• Tactical Analysis:- Various strategic frameworks to gain insights into a Tsumura & Co’s competitive position and operational environment. These analytical tools assist in identifying competitive advantages, potential risks, and areas for improvement and efficiency, enabling companies to make informed tactical decisions.
• Business Strategy:- Contributes to shaping the Tsumura & Co’s overall direction, goals, and decision-making processes, ensuring long-term success and alignment with stakeholder expectations.
• Financial Position:- Provide valuable information on the financial performance and investor sentiment surrounding the company. Indicating the level of confidence and expectations in the company’s future prospects. These components collectively contribute to understanding the financial health and market perception of the company.
• Company Fundamentals:- These fundamentals offer valuable insights into the company’s history, operations, leadership, and geographical presence, aiding in a comprehensive understanding of the organization.
• Competitive Landscape:- An identification of the Tsumura & Co’s main competitors, providing insights into the competitive landscape it operates in.

Reasons to Buy

• Comprehensive Understanding of the Tsumura & Co’s internal and external factors through SWOT analysis, Financial Analysis, and Competitors Benchmarking.
• Strive Strategic Decision Making with various analyses and identifying potential customers and suppliers.
• Mitigate Risk with help of thorough analysis of internal and external factors. Furthermore, develop strategies and contingency plans to address these challenges and minimize their impact on business operations.
• Competitive Benchmarking will help to gain a competitive advantage by understanding industry trends, customer preferences, and best practices.
• Financial Performance Evaluation provides crucial insights into key financial ratios and trends, supporting better financial decision-making and resource allocation.
• Valuable insights from the report enable investors and partners to make informed decisions regarding potential Collaborations, Investments, or Partnerships with the company.

Additionally, available deep-dive analysis on the company Tsumura & Co:

• Tsumura & Co PESTLE Analysis
• Tsumura & Co Value Chain Analysis
• Tsumura & Co Porter’s Five Forces Analysis
• Tsumura & Co VRIO Analysis
• Tsumura & Co BCG Analysis
• Tsumura & Co Segmentation, Targeting and Positioning (STP) Analysis
• Tsumura & Co Ansoff Matrix Analysis

Table of Contents

Table of Contents 2
Tables 5
Charts 6
Tsumura & Co – Key Company Facts 7
Tsumura & Co – Company Description 8
Tsumura & Co – Top Executives 9
Tsumura & Co – Head Office & Locations 10
Head Office – Country 10
Tsumura & Co – Products and Services 11
Products 11
Services 12
Tsumura & Co – Corporate Strategy 13
Tsumura & Co – Business Description 17
Sales of Pharmaceutical Products 18
Tsumura & Co – ESG Spotlight 20
Environment 20
Social 21
Corporate Governance 21
Tsumura & Co – SWOT Analysis 23
Overview 23
Strengths 25
Weaknesses 27
Opportunities 29
Threats 31
Tsumura & Co – Financial Deep Dive 33
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 33
Profit and Loss Statement 35
Summary of Profit and Loss Statement 35
Balance Sheet 39
Summary of Balance Sheet 39
Cash Flow Statement 43
Summary of Cash Flow Statement 43
Key Financial Ratio Analysis 47
Tsumura & Co – Ratio Charts 49
Activity Ratio Charts 49
Growth Ratios Charts 50
Leverage Ratio Charts 54
Liquidity Ratio Charts 56
Profitability Ratio Charts 58
Competing Players 60
Snapshot of Competing Players 61
Hisamitsu Pharmaceutical Co Inc 61
Key Company Facts 61
Company Description 61
Key Financials 62
Share Price Trend – Jun-2025 to May-2026 (Average Share Closing Price) 62
Key Financial Ratio Analysis 67
Kobayashi Pharmaceutical Co Ltd 69
Key Company Facts 69
Company Description 69
Key Financials 70
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 70
Key Financial Ratio Analysis 75
Yakult Honsha Co., Ltd 77
Key Company Facts 77
Company Description 77
Key Financials 78
Share Price Trend – Jun-2025 to Jun-2026 (Average Share Closing Price) 78
Key Financial Ratio Analysis 83
Kracie, Ltd 85
Key Company Facts 85
Company Description 85
Tsumura & Co – In the News 86
18-Jun-2025 – Notice regarding the conclusion of an agreement for Tsumura China Inc. to acquire an interest in Shanghai Hongqiao Traditional Chinese Drug Pieces Co., Ltd 86
Appendix 87
Definitions 87
SWOT Analysis 87
PESTLE Analysis 87
Value Chain Analysis 87
ESG Spotlight 87
Financial Deep Dive 87
Financial Ratios 88
Activity Ratios 88
Growth Ratios 90
Leverage Ratios 93
Liquidity Ratios 95
Market Ratios 97
Profitability Ratios 99
Research Methodology 101
Disclaimer 102
Contact Us 102

List of Tables

Table 1: Tsumura & Co – Company Facts 7
Table 2: Tsumura & Co – Digital Presence 7
Table 3: Tsumura & Co – Top Executives 9
Table 4: Tsumura & Co – Products 11
Table 5: Tsumura & Co – Services 12
Table 6: Tsumura & Co – Share Price Trend – Jun-2025 to Jun-2026 33
Table 7: Tsumura & Co – Profit and Loss Statement – 2023-2026 36
Table 8: Tsumura & Co – Balance Sheet – 2023-2026 40
Table 9: Tsumura & Co – Cash Flow Statement – 2023-2026 44
Table 10: Tsumura & Co – Ratio Analysis – 2023-2026 47
Table 11: Tsumura & Co – Competing Players 60
Table 12: Competing Players – Hisamitsu Pharmaceutical Co Inc. – Key Company Facts 61
Table 13: Hisamitsu Pharmaceutical Co Inc. – Share Price Trend – Jun-2025 to May-2026 62
Table 14: Competing Players – Hisamitsu Pharmaceutical Co Inc. – Profit and Loss Statement – 2023-2026 64
Table 15: Hisamitsu Pharmaceutical Co Inc. – Balance Sheet 2023-2026 65
Table 16: Hisamitsu Pharmaceutical Co Inc. – Cash Flow Statement 2023-2026 66
Table 17: Hisamitsu Pharmaceutical Co Inc. – Ratio Analysis – 2023-2026 67
Table 18: Competing Players – Kobayashi Pharmaceutical Co Ltd – Key Company Facts 69
Table 19: Kobayashi Pharmaceutical Co Ltd – Share Price Trend – Jun-2025 to Jun-2026 70
Table 20: Competing Players – Kobayashi Pharmaceutical Co Ltd – Profit and Loss Statement – 2022-2025 72
Table 21: Kobayashi Pharmaceutical Co Ltd – Balance Sheet 2022-2025 73
Table 22: Kobayashi Pharmaceutical Co Ltd – Cash Flow Statement 2022-2025 74
Table 23: Kobayashi Pharmaceutical Co Ltd – Ratio Analysis – 2022-2025 75
Table 24: Competing Players – Yakult Honsha Co., Ltd. – Key Company Facts 77
Table 25: Yakult Honsha Co., Ltd. – Share Price Trend – Jun-2025 to Jun-2026 78
Table 26: Competing Players – Yakult Honsha Co., Ltd. – Profit and Loss Statement – 2023-2026 80
Table 27: Yakult Honsha Co., Ltd. – Balance Sheet 2023-2026 81
Table 28: Yakult Honsha Co., Ltd. – Cash Flow Statement 2023-2026 82
Table 29: Yakult Honsha Co., Ltd. – Ratio Analysis – 2023-2026 83
Table 30: Competing Players – Kracie, Ltd – Key Company Facts 85

List of Figures

Figure 1: Tsumura & Co – SWOT Analysis 24
Figure 2: Tsumura & Co – Average Share Price Trend – Jun-2025 to Jun-2026 34
Figure 3: Tsumura & Co – Profit and Loss Statement – 2023-2026 38
Figure 4: Tsumura & Co – Balance Sheet – 2023-2026 42
Figure 5: Tsumura & Co – Cash Flow Statement 2023-2026 46
Figure 6: Tsumura & Co – Activity Ratio Charts 49
Figure 7: Tsumura & Co – Growth Ratio Charts (Value %) 50
Figure 8: Tsumura & Co – Leverage Ratio Charts 54
Figure 9: Tsumura & Co – Liquidity Ratio Charts 56
Figure 10: Tsumura & Co – Profitability Ratio Charts (Value %) 58
Figure 11: Hisamitsu Pharmaceutical Co Inc. – Average Share Price Trend – Jun-2025 to May-2026 63
Figure 12: Hisamitsu Pharmaceutical Co Inc. – Profit and Loss Statement – 2023-2026 64
Figure 13: Hisamitsu Pharmaceutical Co Inc. – Balance Sheet – 2023-2026 65
Figure 14: Hisamitsu Pharmaceutical Co Inc. – Cash Flow Statement 2023-2026 66
Figure 15: Kobayashi Pharmaceutical Co Ltd – Average Share Price Trend – Jun-2025 to Jun-2026 71
Figure 16: Kobayashi Pharmaceutical Co Ltd – Profit and Loss Statement – 2022-2025 72
Figure 17: Kobayashi Pharmaceutical Co Ltd – Balance Sheet – 2022-2025 73
Figure 18: Kobayashi Pharmaceutical Co Ltd – Cash Flow Statement 2022-2025 74
Figure 19: Yakult Honsha Co., Ltd. – Average Share Price Trend – Jun-2025 to Jun-2026 79
Figure 20: Yakult Honsha Co., Ltd. – Profit and Loss Statement – 2023-2026 80
Figure 21: Yakult Honsha Co., Ltd. – Balance Sheet – 2023-2026 81
Figure 22: Yakult Honsha Co., Ltd. – Cash Flow Statement 2023-2026 82

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