Tdk Corporation · TSE:6762
Tdk — Shareholder Meeting (June 2024)
9 slides from Tdk's shareholder meeting presentation, Jun 21, 2024
Slide 1: Pressing Issues to be Addressed by TDK Group
Pressing Issues to be Addressed by TDK Group © TDK Corporation 2024 1
Slide 2: Two Aspirations Embodied in TDK Transformation
Two Aspirations Embodied in TDK Transformation Long-term vision TDK Transformation 〜Accelerating transformation for a sustainable future〜 • Contribute to the transition towards a sustainable future by accelerating the transformation of society and advancements in technology enabled by electronic dev
Slide 3: Contribute to Social Transformation
Contribute to Social Transformation Medical/Health Care Beyond 5G Renewable Energy Robotics IoT AR/VR Mobility ADAS/EV ● Industrial robots helping Transformation labor-saving ●● Ultra-high accuracy ● Wearable ● Realize a circular economy Social sensors that back safety devices operation ● Improve ef
Slide 4: Defining Key Issues (Materiality)
Defining Key Issues (Materiality) • Verbalized sources of competitive advantage that have supported long-term growth, and set key issues towards to realize long-term vision and enhance enterprise value. ▍Basic policy of Key Issues (Materiality) Value creation and establishment of competitive advanta
Slide 5: New Medium-Term Plan: Key Points
New Medium-Term Plan: Key Points • To achieve what we want to be in the next decade, we are committed to strengthening management focusing on cash flows, enhancing business portfolio management, increasing pre-financial capital and engaging with investors. Maximize FCF generation Enterprise value =
Slide 6: Pre-Financial Capital – the Backbone of TDK’s Value Creation
Pre-Financial Capital – the Backbone of TDK’s Value Creation Customer base Technological capability • Deep connections to the world’s • Continuously evolving the leading-customers. Ferrite Tree. (High share of the global market) • Highly refined manufacturing technologies. Organizational capability
Slide 7: Aiming for Operating Cash Flow Growth
Aiming for Operating Cash Flow Growth • We will improve cash flows over the medium- to long-term by enhancing our earning capability through organic growth, M&A, and proactive business portfolio transformation. ▍Operating cash flow (OCF) history on a three-year moving average Three-year average FY3/
Slide 8: Forecast of Consolidated Financial Results and Dividends for Fiscal Year Ending March 31, 2025
Forecast of Consolidated Financial Results and Dividends for Fiscal Year Ending March 31, 2025 • Despite the uncertain macroeconomic environment, we plan 0.1% increase in net sales and 4.1% increase in operating income through the implementation of various measures • Dividend policy: Dividend payout
Slide 9: Thank you for your continued support.
Thank you for your continued support. © TDK Corporation 2024 9