Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Day (December 2025)
10 slides from Panasonic's investor day presentation, Dec 2, 2025
Slide 1: Panasonic Group IR Day 2025: Energy Storage Systems for Data Centers
Panasonic Group IR Day 2025 Energy Storage Systems for Data Centers (DCs) December 2, 2025 Kazuo Tadanobu, President and CEO Panasonic Energy Co., Ltd. Notes: 1. This is an English translation from the original presentation in Japanese. 2. In this presentation, “FY2026” refers to the fiscal year end
Slide 2: Market Environment Assessment
Market Environment Assessment • As market growth accelerates driven by generative AI, the demand for advanced power solutions to address the increased power consumption of DCs grows. Server market Market and customer needs - Distributed power systems are seeing strong adoption in the - Increasingly
Slide 3: Panasonic Energy's Vision
Panasonic Energy’s Vision • Evolving our distinctive strengths to maximize our contributions through “solution proposal capabilities” and “supply capacity”. Unique strengths that enable realization Our vision Distributed Power 1. Strong customer base with industry leaders Systems for DCs A provider
Slide 4: Medium-term Plan and Enhancement Measures
Medium-term Plan and Enhancement Measures • Establish a supply structurey and strengthen development capabilities for the next generation toward achieving 800 billion yen in sales by FY2029. Medium-term plan Enhancement measures - Achieving sales growth through increased demand for existing - Establ
Slide 5: Enhancement Measure (1) Establish a Supply Structure
Enhancement Measure (1) Establish a Supply Structure • By leveraging and expanding existing facilities in Japan and North America, achieve the scalable supply capacity to meet customers’ demand through highly efficient investment. Approach to production bases Implementation plan - Enhance capacity e
Slide 6: Enhancement Measure (2) Strengthen Proposal & Development Capabilities
Enhancement Measure (2) Strengthen Proposal & Development Capabilities for the Next Generation • Strengthen foundation and fully leverage internal and external resources and technologies for early achievement of further value enhancement. Initiatives to strengthen proposal and Evolution of value pro
Slide 7: Management Targets
Management Targets • Achieve high growth while maintaining high profitability with a distributed power systems for AI DCs. <Fiscal 2029 management targets> ⚫ Business size of energy storage systems for DCs Sales Approx. x3 (billion yen) (vs. FY2026) 800 Sales: 800.0 billion yen 600 ROIC*: Target > 2
Slide 8: Panasonic ENERGY
Panasonic ENERGY RKPBERAGELFII-UUS,
Slide 9: Disclaimer Regarding Forward-looking Statements
Disclaimer Regarding Forward-looking Statements This presentation includes forward-looking statements about Panasonic Holdings Corporation (the "Company") and its Group companies (the "Panasonic Group"). To the extent that statements in this presentation do not relate to historical or current facts,
Slide 10: Appendix: Power and Backup Configuration of Data Centers
A p p e n d i x | Power and Backup Configuration of Data Centers Limited Large space Installation space space For Data Center Server Backup For Energy Management Distributed Power Supply (BBU) Centralized Power Supply (UPS) Stationary ESS Power supply is distributed Power supply is centrally Power s