Alfresa Holdings Corporation (2784) Stock Price

Alfresa Holdings is a holding company that formulates management policies and business plans for the entire group while working to enhance corporate value through effective utilization of management resources. The company's primary business involves wholesale distribution of prescription pharmaceuticals, medical diagnostic reagents, and medical devices and materials.

Alfresa Corporation, as the core subsidiary, handles wholesale distribution of prescription pharmaceuticals, medical diagnostic reagents, and medical devices and materials. Alfresa Healthcare Corporation manages wholesale distribution of over-the-counter pharmaceuticals, health foods, and healthcare-related products.

Alfresa Pharma Corporation manufactures and sells pharmaceuticals, medical diagnostic reagents, medical devices and equipment, and pharmaceutical raw materials. Additionally, Apocrete Corporation operates compounding pharmacies.

Other business operations include Alfresa Systems Corporation, which provides information systems operation, maintenance, and development services, and Cell Resources Corporation, which supplies cellular materials and regenerative medicine products. ArkMS Corporation operates CRO and PMS businesses.

Through these diverse business segments, Alfresa Holdings addresses a wide range of healthcare-related needs. Each business leverages its specialized expertise to improve healthcare quality and efficiency.

Alfresa Holdings has formulated the "25-27 Medium-Term Management Plan Vision2032 Stage2," with the fiscal year ending March 2028 as its final year, aiming to pioneer the future through comprehensive capabilities. The plan emphasizes seamless provision across the entire pharmaceutical lifecycle—from product introduction through manufacturing, logistics, sales, and post-market surveillance.

The company aims to acquire exclusive distribution products, expand its CDMO business, and maintain a stable supply chain. To address emerging modalities with growth potential, it is strengthening capabilities across the entire group. Through these efforts, the company is reinforcing its position as a strategic partner that responds to pharmaceutical specialization and the rise of emerging biotech ventures.

Alfresa Holdings is actively investing in new revenue models for sustainable growth across business segments, regenerative medicine-related operations, healthcare-adjacent businesses, and overseas operations. These investments aim to enhance profitability in core operations and increase overall group value.

The company is implementing rigorous cost control amid rising logistics and labor costs and drug price revisions, while promoting efficient management. Based on its sustainability basic policy, it is identifying material sustainability issues to achieve a sustainable society and enhanced corporate value.

Alfresa Holdings targets net sales of 3.3 trillion yen, operating profit of 43.5 billion yen, and ROE of approximately 7% for the fiscal year ending March 2028. The company has outlined a 120 billion yen investment plan and aims for shareholder returns with a dividend on equity of 2.5% or higher and progressive dividend increases.