Isuzu Motors Limited · TSE:7202
Isuzu Motors — Investor Presentation (2025)
42 slides from Isuzu Motors's investor presentation, Mar 24, 2025
Slide 1: {fl AF ARR IA] TF
{fl AF ARR IA] TF attend 20252268 Ud > Bape astset Ral TI Ly 3 7202
Slide 2: Bama
Aa Bama SARS SS Stil - tet | RYPRSERS « KRIS
Slide 3: 1. Section
1. Bee
Slide 4: (RRR: Be
(RRR: Be
Slide 5: eye ARSt Set
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Slide 6: 多様なラインアップへ グローバルでの顧客基盤 効率的で安定的な 次世代の課題解決に向けて 拡大 車両運行を支える 稼働サポートサービス
多様なラインアップへ グローバルでの顧客基盤 効率的で安定的な 次世代の課題解決に向けて 拡大 車両運行を支える 稼働サポートサービス
Slide 7: ISUZU
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Slide 8: 2. Section
2. Star
Slide 9: MAHBICDUC —#RHBCO IsuU2U
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Slide 10: Commercial Vehicle business
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Slide 11: UD Trucks group integration and Volvo Group strategic partnership
UDトラックスをグループ化 ボルボ・グループとの戦略的提携をスタート
Slide 12: Video: ELFmio introduction
Slide 13: ELFmio launch
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Slide 14: EINCV Vivre IsuU2U
EINCV Vivre IsuU2U “ERE KD YZ : 2363 ARALARED © No.1 Ziti, UDRIYIACANETYIP5S0%AE WER DYT 2 223 ISES ARR EORBERISD. RE BUILT Sith MBKoy7 ATTY WBhKSYD ATAY (Fa) (AB KS YIRUPE KY) (8) (RAMRE 2-3h 1752) 120 fe 120 fe BUDRIYIA Pp mud Y+UD 100 mugs 100 p 80 Pp 80 60 > 60 40 40 20 20 ) ) 20/388 21/388 22/3
Slide 15: Market share by size across 29 countries
約31万台 29ヶ国でサイズ別でのシェアNo.1 世界シェアの13％
Slide 16: LCV business
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Slide 17: LCV business
[AMR > LCVHATT iSsSU2U
Slide 18: LCVZH—/N)DERSBBR > VII IisuU2U
LCVZH—/N)DERSBBR > VII IisuU2U ° a —/NIDCIA, W36AB = Ase BAMA asl hKYIDAZDEVYIP YT KIVA 1 ITE CY ILYNo.1 eR x WN : 2023 BAMME1 KY IIA EVYIPYTIhKIOYZ VIPNo.18SH (BM: FE) f ma 30 ERM f : El EYIPYDhSYD ‘& SS TD-MAX] VY) te OEMHEG u a wa . pak AvLyVay °%1 2024 3 ARS *%2 8BOBLAT-—VYRECSRIC. 202341-125S0R
Slide 19: ISUZU I9— 5, AVIFVARBRAOMRS. BLICKSIEH + AIRS
ISUZU 7 I9— 7 5, AVIFVARBRAOMRS. BLICKSIEH + AIRS - POR eM CAA SNEURE Lear » 20233 AHICseEA'S OO0RASHASEC. 3 C+70%OME ¥-ERZWMA N-YRyva— (Batis) BIA HF BA + HH A400 3,000 VINE a #0 FAIA Wm b shit N-Y RU e— r ) ISUZU WORLD Le TECHNICAL COMPETITION 14GRAND-PRIX FD )b— FIRS SRO MARIE) & IF 4— ~ OND 31/3
Slide 20: CV and LCV growth
CV FO—/LGREA
Slide 21: Sales and operating profit history
2024年3月期 売上高 3.4兆円 営業利益 2,931億円 UDトラックス 2014年3月期 グループ化 2004年3月期 売上高 1.8兆円 売上高 1.4兆円 営業利益 1,742億円 営業利益 845億円
Slide 22: Waseca
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Slide 23: 3. Section
3. FRAKES STB + BSR SIR
Slide 24: Toward 2030
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Slide 25: ieee St 2030F IC Bis ZIORRICAITT,
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Slide 26: BET Se 5816 — CVA aoe —
BET 3 Se 5816 — CVA aoe — ISU2U -UVS S CUD Can PRR D-EAF Vv RIDE AIC HT, PUP + PR: PAUASRHITT EE es US > - UOKBEFIVCIO—/ ULB I-MACS Zk SW x RRGHARE CEAWES 1 VF FERR RE 4579 (2-3 t) — WNE(1.5 t /SEE) — BA Ws > - UDB HBKIIIAVE Us UDO UD 29H ERATE (GAY. IIAI-) oe 58 (2028) SFB HA +B DILEFILF Ty ug > -U
Slide 27: BEV N EV
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Slide 28: BEV rollout LCV
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Slide 29: BEV rollout CV and LCV
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Slide 30: ARS eS OPE
ARS eS OPE “UNS SDGAEEDL EEC. (ASneeTARITY RITA Ste MlC. MMT CHSRCHADEREEMR GS SMB ICH -EORODIZIIATSN—Y AVIRA CER ICED, 2030F(CMMAORME, 20308 HIclt56_E1IKF 2027 FEDS US SDEGHEEDL EBDBRLANILA hDY7 > NAZBRE NEUR BS 38 TROBE BET ARITFYE A—KYoA—bSIL YEA VUa-vay BRAMZERHS VLFNAZILA TCO P-ER SMT Cie Bante
Slide 31: (IR: Ase UI—-yay)
(IR: Ase UI—-yay)
Slide 32: Partnerships with Tier IV, Applied Intuition, Foretellix, Gatik
事業化に向けた開発スピードの加速を目指し、様々な外部パートナーとの協業体制を構築 株式会社ティアフォー、Applied Intuition, Inc.、 Foretellix Ltd.、 Gatik AI Inc.
Slide 33: na H- mYo1a—kIa)bYUa-vay) isu2uU
na H- mYo1a—kIa)bYUa-vay) isu2uU ARS IBE Avs
Slide 34: xEV options in all categories by 2030
2030年までに、全カテゴリでxEV(電動車)の選択肢を提供
Slide 35: DA-hY—1—hD)LRaaORFa
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Slide 36: Shift to EVs is gradual compared with passenger cars
EVへのシフトは始まっているものの、そのスピードは乗用車と比べて緩やか ⇒既存技術（ディーゼルエンジン）の弛まぬ改善も、引き続き重要
Slide 37: 4. Section
4. RAPES + PREEETC
Slide 38: Mid-term plan
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Slide 39: PARA St Uae tt
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Slide 40: 1,500 1,200 203 251 260 252 260 273 281 222 0 '14/3期 '15/3期 '16/3期
1,500 1,200 750 900 500 600 800 495 300 200 614 702 683 513 203 251 260 252 260 273 281 222 0 '14/3期 '15/3期 '16/3期 '17/3期 '18/3期 '19/3期 '20/3期 '21/3期 '22/3期 '23/3期 '24/3期 '25/3期
Slide 41: AM - ACS AELO OAT ISUZU
AM - ACS AELO OAT ISUZU 2021474A1H 8 20251AA +e FA) BoM FEO (%) 2,500 FEAT 1.1679 2,093 - 10% oe 401.848 . 2,000 —— fic 4 A] 0 a \ CB 1,500 | ayAmaypal™ Munya --—-- rr - 6% weer F aed Senene! WN a os 1,000° -|----------2"2---- a filter. 4% 500 + 2% 0 0% 214A 21%10H 224A 22%10A 23%4A 23%10A 2464 24%1
Slide 42: HERO Bi] eae TS
HERO Bi] eae TS ISU2U