Ebara Corporation · TSE:6361
Ebara — Investor Day (November 2025)
25 slides from Ebara's investor day presentation, Nov 18, 2025
Slide 1: Building Service & Industrial Company Overview and Growth Strategies
EBARA IR Day 2025 - Session 2 - Building Service & Industrial Company Overview and Growth Strategies November 18, 2025 Shu Nagata Executive Officer, President, Building Service & Industrial Company
Slide 2: Agenda
AGENDA Transition to a target market-based 01 organization Building Service & Industrial Company 02 Overview 03 E-Plan 2025 Progress 1 Copyright(c) Ebara Corporation, All rights reserved
Slide 3: Agenda
AGENDA Transition to a target market-based 01 organization Building Service & Industrial Company 02 Overview 03 E-Plan 2025 Progress 2 Copyright(c) Ebara Corporation, All rights reserved
Slide 4: Transition to a target market-based organization
Transition to a target market-based organization ◼ To achieve customer-oriented value creation, in 2023 we transitioned from a product-based structure to a target market- based structure. ◼ We consolidated our existing standard pump business, chiller business, and fan & blower business to newly crea
Slide 5: Building Service & Industrial Company Overview
Transition to a target market-based 01 organization Building Service & Industrial Company 02 Overview 03 E-Plan 2025 Progress 4 Copyright(c) Ebara Corporation, All rights reserved
Slide 6: Target Markets
Target Markets Building equipment market Water supply and drainage systems and air conditioning systems for residences, offices, commercial facilities, etc. (Supply clean water, drain dirty water, heating, cooling, ventilation, etc.) Industrial equipment market Pumps and chillers used in the product
Slide 7: Main Products and Applications for the Building Equipment Market
Main Products and Applications for the Building Equipment Market Blowers & Fans Cooling towers Ventilation and smoke Cooling of circulating water exhaust for buildings, condominiums, commercial facilities, etc. Land-based pumps Water supply and circulation for Products for Water supply units buildin
Slide 8: Main Products and Applications for the Industrial Equipment Market
Main Products and Applications for the Industrial Equipment Market Industrial pumps Industrial Transport of special liquids in Blowers & Fans chillers industrial processes for chemical, Deliveries to the petrochemical Precision cooling for food, and semiconductor industry, etc. semiconductor manufac
Slide 9: Market Scale and GDP Growth Rate
Market Scale and GDP Growth Rate Market scale for standard pumps and chillers in 2025 Region GDP Growth Rate Business Environment Forecast Pumps Chillers Unit: billion yen ➢ The number of new building projects started in the building equipment market is stagnating, but the service market demand is J
Slide 10: Financial Performance
Financial Performance 6000 12.0% FY22-FY25 CAGR*1 5000 7.7 ％ 10.0% FY2024 Revenue by Region 4000 7.3%*2 中東East 8.0% Middle 7.0% 3% その他 Others 7.1% 欧州 Europe 10% 3000 5.9% 6.0%10% Japan 日本 North 42% 4.3% 北米 America 2000 4.0% 8% 238.1 242.0 アジア Asia 1000 222.1 2.0% 193.5 27% (Unit: billion yen) 0 0.0%
Slide 11: Current Status and Future Outlook
Current Status and Future Outlook Annual production volume of Market share for standard Market share for cooling standard pumps, etc. pumps in Japan towers in Japan Approximately 1.3 million units worldwide No. 1 No. 1 Remote monitoring solutions Energy-saving solutions Global network EBARA Maintena
Slide 12: Global Bases
Global Bases Number of Group Companies: 32 companies (as of February 2025) Ebara Machinery (China) EBARA DENSAN (KUNSHAN) Co., Ltd. (China) CO., LTD (China) EBARA PUMPS EUROPE S.p.A. (Italy) By region In Japan 3 companies EBARA REFRIGERATION EQUIPMENT & SYSTEMS Overseas 29 companies (CHINA) CO., LTD
Slide 13: E-Plan 2025 Progress
Transition to a target market-based 01 organization Building Service & Industrial Company 02 Overview 03 E-Plan 2025 Progress 12 Copyright(c) Ebara Corporation, All rights reserved
Slide 14: Business Policy and Basic Strategies
Business Policy and Basic Strategies Basic Policy ◼ In the building service and industrial equipment markets, aim for further business growth by providing new, customer-oriented solutions that combine pumps, chillers, and services ◼ Utilize DX to enhance and optimize workflow and business management
Slide 15: Initiatives to Strengthen Solutions Business: Remote monitoring solutions
Initiatives to Strengthen Solutions Business Remote monitoring solutions Connecting with customers and markets through “pumps that What is the "EBARA Maintenance Cloud"? link users to Ebara" ◼ Real-time status monitoring for equipment and facilities in factories, ・Provides remote monitoring of devic
Slide 16: EBARA Maintenance Cloud adoption case study
Initiatives to Strengthen Solutions Business Remote monitoring solutions Examples of customer problems EBARA Maintenance Cloud Want to monitor all adoption case study Want to catch signs of system malfunctions devices regardless of manufacturer Inspection work Adoption by Keio Corporation behind sch
Slide 17: IVM: Intelligent Variable-speed Motor
Initiatives to Strengthen Solutions Business Energy-saving solutions Background of IVM development Addressing global warming Motors account for more than 50% of the world's electricity consumption, and pumps account for approximately 20% of that consumption. EBARA's mission is to contribute to reduc
Slide 18: IVM energy savings case study
Initiatives to Strengthen Solutions Business Energy-saving solutions IVM energy savings case study ◼ Achieves energy savings rate of 24.5% to 78% ◼ Initial costs are high compared to products with no IVM, but this difference can be recovered within two years Price difference Reduction in recovery En
Slide 19: Initiatives in Growth Markets: overseas sales revenue
Initiatives in Growth Markets Trends in overseas sales revenue ◼ Continuously evaluate and implement M&A to expand sales channels and product lineup ◼ M&A bases* have achieved relatively high revenue growth rates, contributing to the growth of overseas business Sales Revenue Growth from M&A (FY2022
Slide 20: M&A results in 2025
Initiatives in Growth Markets M&A results in 2025 Acquisition of Mitsubishi Electric’s Three-Phase Motor Business Equity Transfer Agreement for Brazilian On November 12, 2025, EBARA and Mitsubishi Electric announced an agreement to transfer the pump unit manufacturing and sales three-phase motor and
Slide 21: Value Creation & Profitability
Initiatives in Growth Markets Amid increasing global demand for energy efficiency in industrial machinery, we are strengthening both ends of the smile curve in our high-value-added business to strengthen and (Motor image) EBARA FSDV-type accelerate our ability to propose energy-saving solutions. IVM
Slide 22: Strategy for the data center market
Initiatives in Growth Markets Strategy for the data center market ◼ The data center cooling market is expected to grow at a CAGR of approximately 16% from FY22 to FY30 due to increased demand, including the expanding use of AI ◼ Cooling methods are shifting from traditional air cooling to high-effic
Slide 23: Industrial chillers
Initiatives in Growth Markets Industrial chillers ◼ Chillers are used in the manufacturing process for cooling semiconductor manufacturing equipment and FPD manufacturing equipment, and require highly accurate temperature stability ◼ With advancements in the information society, load demands on semi
Slide 24: Summary
Summary Future direction of the business In the building and industrial equipment markets, we will aim for further business growth by providing new, customer-oriented solutions that combine standard pumps, chillers, and services Expand business scale and added value to further increase profitability
Slide 25: Disclaimer
Disclaimer This release contains forward-looking statements which involve certain risks and uncertainties that could cause actual results to differ materially from those projected. Readers are cautioned not to place undue reliance on these forward-looking statements which are valid only as of the da