Tadano Ltd. · TSE:6395
Tadano — Q2 FY2021 Earnings Presentation
17 slides from Tadano's earnings presentation, Nov 11, 2020
Slide 1: TADANO LTD. 2021年3月期 第2四半期 決算説明会
ae a a 2020711 F RASHSIT/ TADANO LTD. Ti lo 20200 2 RRA CBR > 202047 EF fal A 2010 EPRAUKORS > 202077 21a FA WARAORF RIAA
Slide 2: RFS let BRB Fite
RFS let BRB Fite 2020%F10A 8A Rr -=4t TDG:TFG BB+ Fist Piz = DO ERIL > BORO kal > FRLEO BLY
Slide 3: EO BIO fall \
EO BIO fall \ > IOS HCOFZER > WA Ff ILYAVIOZSE > RIN SEO ER IOS thse S (EE) (ibis (OSRIERIRALL) } dt -16% -47% BR -9% -7% RA -15% -44% PIS -1% -43% EOtth -16% -22% | | S810eRR | |s8200KHA [| S30U4EHA 20207 PAR RARAAH (P2IE51 FA) 5
Slide 4: SRO Biel (Maal)
SRO Biel (Maal) (ibihRIO EEF OIA) a * IL—VRGHEISRODIHSEOO, AATEVEWBM 5S IAB MO BETES Ta. an BRILAL. AMRERROSRORARAO RIOD BERT EDSS HikT RiK< . BON RNB, —ARNRE CitOYIFDY6H0,. DV-LREBAO PEDERASNS. PUP SHORMLAMIIEO MRT SH. Biber Rls iA REVI. Zot A-AhDUP : MAWKRCLTOTYVISIOLII bbSO RBS. FAR : RUM RAwmIC
Slide 5: BF) DEBRA Et
BF) DEBRA Et AOS ltRE, 2021 ERE Cit< KIOF RAF +R ABS ~yy— <BE/ DEBATE > RBAMEL. MBER TOT Hae RAEN Otis z (SFRUBEH 530A) HA : 15048 F ARE IT : 100/48 F "QEvhKAV EIT BBM : 28018 3 PIKE O mLEA2021 FRRECRHELTLH THIER REE RF A
Slide 6: 2019年 Demag関連の動き
2019 EX COME MART => HABAT AoA LARSN, YF5SIV REAR, nm - mB BA(e BILEDemag x (TDG) (SHEARS => PBRET ILFIVUMEN, 5 ie my et PY => FIF—VY—-E ADS <. {8 FITPRSEE SZEGED OK = {EL\4 REE. LYE [=] Je Be 3% TDG: Tadano Demag GmbH
Slide 7: Demag (TDG) 事業の状況
Demag## (TDG) Bie OEHHA >TDGETFGORAIEH “HA: RIL TF 4 U TSHR. HOMERS - BASE: RAIL AITLHK AAR “Re HR BILKSAT—IVAU YER (IE H) 2: ThO+eDH “Ast: FSX /GELTO MABE ‘CS :447/GELTOCSHABBE (4—EA: Ban) 3% TFG: Tadano Faun GmbH, TDG: Tadano Demag GmbH NFS let BRB Fite > ARAM: REDBSORE AA MIMI AOL IOS CR FALIS te
Slide 8: BRCCO EAL
BRCCO EAL > HBO BEACON > SER A O RA HhiBteiaD RiIEAOMN AATHials ADDED SRA MISHA => VU—-—V—FVvhKEL CHE LEAS. FT O—/\)L RE BASRIE
Slide 9: クレーン市場の動向
3 5 ROL — LU hBCORVY av Wf TADANO Lifting your dreams SF SHARLU IS (BRED) KERN-—2% 36.0% 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 XK RT: GIFL—-YIL—Y, AT:A- WF L-Y OLY, TC: bY IIL —Y ix AOL —LU be Omi Rit ~~ Lifting your dreams ob HRESHB(AABSSC) xeHn—z 10,000 8,000 4,000 2,000 2002
Slide 10: クレーン市場の動向
ax AIL —LV bh BOtsie Rie HRESHB(ARSL) KrwN—2 800,000 4 “m 600,000 500,000 400,000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 RT: FITL—YIL—Y, AT:A- NWF L—-YIL—Y,, TC: bY 9IL—Y 18 AL—LU PORE BILAN OMS Wl TADANO Lifting your dreams > ATSRIL > Demag#x BI > RIVA 77 > FR LBEBR XK RT: GIFL
Slide 11: ILV—V Ta Oia RENO At
ILV—V Ta Oia RENO At > TCHH SAH => (VE GRFSR (TEN "YF IARI It -4YED5O RIM = Crafted in Japan PERT ~ OD MAA > BENE > BSc > FrRRE: Hire etc: 1
Slide 12: 2020年度 上期決算の概要
20204 Hii SS =o Lifting your dreams 20200 EF tHHRAORE 22 REORI YE ra mo Lifting your dreams Y Demag# Xi ICKY TLISHIVMMILBESD, RRBRKORIbIIk Y, ARAM, 1057 EPA ROE SUOB RRA (84 : BAA) 1oesepes [| 20EPE) om ie | om ice | SAF Rls 100,304 100%] 91,106 100%) -9.2% Bala 7,573 7.6%) -1,038 -1.1%| —- PFS 7,26
Slide 13: 上期 損益計算書
/ TADANO mates Lifting your dreams ¥Y Demag m=z PbDELEBKO FES kY RGF ISBie Y CBA MII-BHSt, DemagsFsBRl—KY MEAS mM (8447 : BAR) 194F EH RARA 20FE PRIA tee am bese am tex aia BLS 100,304 100% 91,106 100% -9,198 76 LDR 74,195 74.0% 72,805 79.9% -1,390 BIRRARTEHI AS 56 -0.1% 32 0.0% 89 Fe _LAORas 26,051
Slide 14: 貸借対照表・受注
B fa xt aR oo ee Lifting your dreams Y PLR Y eS A ESI MN (1,026 AOS, TFG170(8 Al, TOG 2661 FA) (847 : BF) 1OfE EK 20 HER LOSERS 20 Eee CARRAAR 18k CARRAAR sai FRAG 57,075 73,051) 15,975 {tiie 40,745 24,822| -15,923 Fe Li 63,267| 44,257] -19,009 AAFAaR 63,035 85,627| 22,591 BWR 97,434] 102,619] 5,185
Slide 15: 2020年度 通期業績予想
20207 ARIE BORE Ll arom Lifting your dreams 202007 HRY eORE + TADANO 20204 Eta Pe "ae Lifting your dreams (t4iL : BFR) 195 20 em ice | am tex | SAF BLA 227,949 100%|182,000 100%| -20.2% Bales 13,949 6.1%] -4,700 -2.6%| - ASS 13,791 6.1%] -6,200 -3.4%| - SASHES GRAMAZE «= 6,433 2.8% -7,900 -4.3%| - a
Slide 16: 通期予想 営業利益・売上高内訳
20204 = #4 > 8 (SSA SREB) _ Lifting your dreams ELSAZEAER PRIS) 17,642 Demag A 3,692 XPPAIC A SMRAELE DRAB A 1,673480 20,000 Za 13,949 -23,200 15,000 , . SPAIZSPUIR GRIF) 1,600 Demag ¥## 6,300 10,000 5,000 \\ 8,100 1,641 -2,608 -4,700 o ' : | i “50 a (BEF) 1,000 -300 - z= -10,000 1987 i Fi att 1) Zo
Slide 17: Pursuing Further Excellence for the World and the Future.
HAIX. CL CKHKIIBNALRKE ALT Pursuing Further Excellence for the World and the Future.