Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Day (June 2026)
12 slides from Panasonic's investor day presentation, Jun 8, 2026
Slide 1: Panasonic Group Investor Day 2026: AI-related Business Growth Strategy
Panasonic Group Investor Day 2026 AI-related Business Growth Strategy June 8, 2026 Masato Ozawa, President & CEO Panasonic Industry Co., Ltd.
Slide 2: Vision
Vision A device manufacturer that continuously creates unique value through materials × process technologies FY2031 AI-related business 1. Strengthen 2. Expand 3. Create focus businesses products and areas innovative devices Circuit board materials, Expand the strengths cultivated in Establish new d
Slide 3: Medium-term Strategy
Medium-term Strategy • Transition to a full-scale growth phase following profitability improvements • Focusing on AI (Infrastructure & Edge) and competitive businesses to drive the Panasonic Group’s growth Portfolio Strategy Focus Areas Financial results • Select businesses based on 1,167.3 Previous
Slide 4: AI Market Environment Overview
AI Market Environment Overview Continued strong investment trend in data centers and AI technological evolution Data Center Market Growth Technology Trends <Global Data Center Capex> • AI is becoming more advanced (training, inference, agents) through orchestration of (USD: billions ) different type
Slide 5: Our Value-Creation Areas and Products
Our Value-Creation Areas and Products • Expanding value creation from AI semiconductors to Infrastructure and Edge areas • Leveraging our expertise in the automotive industry and expanding into the AI area Technology trends Values Maximizing the performance of the evolving “brain” Exponential growth
Slide 6: Our Business Model and Competitive Strengths
Our Business Model and Competitive Strengths Strong early-stage proposal capabilities from the design phase, leveraging close customer relationships and proprietary technologies Our Business Model Competitive Strengths Backcasting marketing based on future scenarios • Long-standing strong relationsh
Slide 7: 1. Strengthening Focus Businesses
1. Strengthening Focus Businesses Streng then Expand Create • High-performance devices for stable operation in harsh environments • Doubling supply capacity to stay ahead of demand growth “Harsh environments” = the severe physical constraints required for AI servers (e.g., high-speed processing, lar
Slide 8: 2. Expanding Products and Areas
2. Expanding Products and Areas Streng then Expand Create • Expanding into server power supply applications with the introduction of supercapacitors • Expanding into the edge area through semiconductor reference wins Supercapacitors Expansion into the edge Leveraging automotive expertise for expansi
Slide 9: 3. Creating Innovative Devices / Business Outlook
3. Creating Innovative Devices / Business Outlook Streng then Expand Create Aim to double sales in FY2029 (vs. FY2026) and exceed 500 billion yen in FY2031 through increased CAPEX and accelerated R&D Investment and R&D Business outlook Focused investment in AI-related products AI-related (infrastr
Slide 10: Panasonic Industry
Panasonic INDUSTRY
Slide 11: Reference: How Our Products Are Used in AI Servers
Reference: How Our Products Are Used in AI Servers AI Server Rack(Example) GPU Module Conductive Polymer Capacitors Stable high-current supply in high- AI Server temperature environments with limited mounting area Main Board High-performance multilayer circuit board materials Prevent high-speed sign
Slide 12: 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,