Sysmex (6869) Investor update summary

Management vision and strategic priorities

• Emphasis on deepening core diagnostics and testing domains to master and fulfill market needs.

• Focus on maintaining high growth and profitability by leveraging global market expansion and direct sales.

• Three main priorities: strengthen diagnostics, build cost-competitive structure, and fulfill social responsibilities.

• Reinforcement of diagnostics business strength and earnings power, with global product launches and new customer value.

• Strengthen supply chain resilience and stakeholder accountability.

Review of the previous mid-term management plan

• Hematology achieved targets due to global expansion and strong growth in emerging markets like India and Brazil.

• Hemostasis and medical robot businesses missed targets due to regulatory delays, market changes, and hospital management issues.

• China underperformed due to healthcare cost control policies, impacting overall sales and profitability.

• Despite high growth in hematology and emerging markets, overall targets for profit growth and ROE were missed.

Market environment and business performance

• Developed markets face aging populations and advanced healthcare needs; emerging markets see strong demand and infrastructure growth.

• Hematology and hemostasis fields expected to exceed targets, especially in Americas and Europe.

• China faces headwinds from government cost controls, impacting sales and profit margins.

• Emerging markets targeted for over JPY 100 billion in revenue within three years.