Tadano Ltd. · TSE:6395
Tadano — H1 2025 Earnings Presentation
17 slides from Tadano's earnings presentation, Aug 28, 2025
Slide 1: FY 2025 1st Half (Jan-Jun) Financial Explanatory Briefing
FY 2025 1st Half (Jan-Jun) Financial Explanatory Briefing August 28, 2025 Tadano Ltd. President and CEO Toshiaki Ujiie
Slide 2: Notes
＜Notes＞ ⚫ Forward-looking statements contained in this report are based on information available as of the date this report was prepared. A variety of factors may cause actual results to differ from projections. ⚫ Presentation of demand and share: • Figures showing demand based on Tadano research ar
Slide 3: FY 2025 1st Half Results and FY 2025 Full Year Forecast
FY 2025 1st Half Results and FY 2025 Full Year Forecast 3
Slide 4: FY 2025 1st Half Results and FY 2025 Full Year Forecast
FY 2025 1st Half Results and FY 2025 Full Year Forecast • Initial FY 2025 full year forecast has been revised. Sales increased due to acquisition of Tadano Infrastructure Solutions (TIS), but operating profit decreased due to impact of U.S. tariffs and foreign exchange effects, etc. FY 2025 1st Half
Slide 5: Current Business Environment
Current Business Environment 5
Slide 6: Demand Trends for Mobile Cranes
Demand Trends for Mobile Cranes • Japan ：Despite continued delays in some large-scale private construction projects due to rising material costs and labor shortages, demand in the first half stayed flat, as public construction remained steady. • Outside Japan：While demand in China continues to decre
Slide 7: Order Backlog Trends for Mobile Cranes
Order Backlog Trends for Mobile Cranes • Reduction in order backlog has been led by recent slowdown in orders due to uncertainty in U.S. tariff policy and the progress in sales of large-scale orders. Graph：trends in order backlog (by monetary value) in December 2019 normalized to the value of 100 40
Slide 8: Impact of U.S. Tariffs
Impact of U.S. Tariffs • Major businesses to the U.S. affected by tariffs ✓ Finished products and parts exported from plants in Japan and Germany Products for the U.S. Products exported from Japan Products exported from Germany RT (Rough Terrain Cranes) AT (All Terrain Cranes) Mobile Cranes TC (Truc
Slide 9: Mid-Term Management Plan (24-26) Progress
Mid-Term Management Plan (24-26) Progress 9
Slide 10: Mid-Term Management Plan (24-26) Basic Policy
Mid-Term Management Plan (24-26) Basic Policy ◼ As a leading company in the industry, we provide new value for customer’s safety and global environment. Slogan Major KPIs Cash Allocation Sales: 330 billion yen Future-oriented invest.: 30+α billion yen Reaching new heights Operating income: 30 billio
Slide 11: Medium-Term Direction: Business Portfolio
Medium-Term Direction 〈Business Portfolio〉 ◼ Transport Machinery business has been added through the acquisition of Tadano Infrastructure Solutions (TIS). Sales ＝Medium-term direction of each area Bubble size: Profit amount Global expansion by Secure stable profit acquisition of through solidificati
Slide 12: Progress and Achievements of Mid-Term Management Plan: Venture into new areas
Progress and Achievements of Mid-Term Management Plan (24–26) Venture into new areas ◼ Global promotion of aerial work platforms and truck loader cranes Integration with Manitex Accelerating the expansion of AWPs in North America Acquisition completed on January 2, and we are currently Launch of sel
Slide 13: Progress and Achievements: Business expansion and sales by products
Progress and Achievements of Mid-Term Management Plan (24–26) Venture into new areas ◼ Business expansion by changing the “common” ◼ Sales by products Completed acquisition of IHI Transport Machinery’s • Truck loader cranes and aerial work platforms: transportation system business on July 1st, The a
Slide 14: Progress and Achievements: Decarbonization and new technologies
Progress and Achievements of Mid-Term Management Plan (24–26) Advancing decarbonization Venture into new areas ◼ Expansion of environmentally friendly products ◼ Development and commercialization of new technologies Development of battery-powered e-Pack for RT Development of crane operator assistanc
Slide 15: Progress and Achievements: Manufacturing reforms and Topics
Progress and Achievements of Mid-Term Management Plan (24–26) Manufacturing reforms that leverage strengths Topics ◼ AT production transfer and turnaround of European operations ◼ Exhibition at international construction machinery trade fair, 〈Initiatives in Europe〉 bauma 2025 • The closure of TDG・W
Slide 16: Addressing sustainability issues
Progress and Achievements of Mid-Term Management Plan (24–26) Addressing sustainability issues 〈Initiatives for sustainable growth〉 • The fully electrified RT “EVOLT”, is being expanded both Japan and outside Japan. ✓ Japan：Promoting the utilization of subsidy programs and the introduction of rental
Slide 17: Tadano: Reaching new heights
/ TADANO Reaching new,f heights