Canon Inc. · TSE:7751
Canon — Investor Presentation (January 2026)
15 slides from Canon's investor presentation, Jan 15, 2026
Slide 1: Excellent Global Corporation Plan Phase VII
Canon Inc. 2026 – 2030 Excellent Global Corporation Plan Phase VII Fujio Mitarai Chairman & CEO January 15, 2026 This presentation contains forward-looking statements with respect to future results, performance and achievements that are subject to risk and uncertainties and reflect management’s view
Slide 2: Agenda
Agenda ◼ Phase VI -------------------------------------- P3 ◼ Phase VII -------------------------------------- P4-5 ◼ Structural Reform -------------------------------------- P6-8 ◼ Growth Strategy -------------------------------------- P9-11 ◼ Financial Strategy ------------------------------------
Slide 3: Review of Phase VI
■Phase VI Review of Phase VI Net sales Compared to Net sales & Op. profit 4.51 4.62T yen 2020 4.03 4.18 +1.5T yen 3.51 3.16 Industrial Imaging Medical Op. profit +340.0B yen Printing 444.9 451.0B yen 353.4 375.4 281.9 (% of sales) 9.8% 110.5 2020 2021 2022 2023 2024 2025 Projection (as for 3Q earnin
Slide 4: Phase VII New 5-year Plan
■Phase VII New 5-year Plan Excellent Global Corporation Plan Phase VII Achieve new growth through innovations in productivity M&A Net sales 4,616B yen 5T yen 5.6T yen ‘26-’28 CAGR 3% ‘29-’30 CAGR 6% Op. profit ratio 9.8% 12% 15% ROE 9.8% 12% 15% 2025 Projection 2028 2030 (as for 3Q earnings announce
Slide 5: Portfolio by Industry-oriented Group
■Phase VII Portfolio by Industry-oriented Group Expand profits in growth areas by redistributing cash to Industrial and Medical that is (Trillions of yen) earned from Printing and Imaging, which are cash cow businesses 3.0 Improve profitability through 2030 Size of circle: Operating profit structura
Slide 6: Structural Reform: Sales Reform
■Structural Reform Sales Reform ◼ Aiming for further growth by raising efficiency in the sales system in mature markets and strengthening sales capabilities in emerging markets Sales structure reform Expansion in emerging markets Key regions 2024 2025-2026 Africa, Middle East, India, Indonesia, In U
Slide 7: Structural Reform: Production Reform (Printing)
■Structural Reform Production Reform (Printing) ◼ Review global production system and rebuild it into a structure that enhances competitiveness in line with the times ◼ Thoroughly improve efficiency by actively utilizing external resources and further enhancing production automation Consolidate over
Slide 8: Structural Reform: Medical Business Innovation
■Structural Reform Medical Business Innovation ◼ Integrate Canon Medical Systems Corporation with Canon Inc. Net sales ‘25-’30 CAGR 5 % 2030 April 2026 New Canon Medical Group 2028 Net sales Integrate Canon Medical Systems Corporation 750.0B with Canon Inc. yen Net sales 2027 2028-2030 580.9B yen 20
Slide 9: Create Solutions Business via AI Platform
■Growth Strategy Create Solutions Business via AI Platform ◼ Improve profitability by leveraging Canon Inc.’s strength in hardware and expanding sales of software and services Company–wide AI technology foundation Data Driven Platform Printing Centralized management of data pertaining to Industrial
Slide 10: Full-scale Entry into Space Business
■Growth Strategy Full-scale Entry into Space Business ◼ Make Canon Electronics, which is engaged in the space industry, a wholly-owned subsidiary ◼ Leverage Canon’s optical technology and manufacturing expertise to accelerate growth in space business Canon Group Canon Electronics Inc. 2017 2020 2025
Slide 11: Expand Business Area
■Growth Strategy Expand Business Area ◼ Expand business area through organic growth investment and M&A In vitro diagnostics Semiconductor Healthcare Manufacturing equipment IT Back-end process Therapeutics メディカル Medical Industrial Printing Imaging Components Commercial printing 3D Imaging Industrial
Slide 12: Cash Allocation
■Financial Strategy Cash Allocation ◼ Active cash allocation in growth areas Active investment in growth areas Investment in existing businesses 3T yen Operating Active investment in growth areas with particular focus on Industrial, Medical, cash flow and Space (Before deduction of development costs
Slide 13: Capital Efficiency Improvement
■Financial Strategy Capital Efficiency Improvement ◼ Achieve ROE of 15% in 2030 Profitability improvement 2025 2028 2030 ◼ Improvement in net income ratio through ROE 9.8% 12% 15% structural reform ◼ Profit contribution from growth areas Net income ratio 7.1% 8.6% 10.5% Asset efficiency improvement
Slide 14: Closing
■Closing Closing Achieve new growth through innovations in productivity 100,000 10,000 18% (Billions of yen) 90,000 Op. profit ratio &15% ROE 8,000 80,000 Op. profit ratio 15% 70,000 ROE Net sales 12% 6,000 60,000 5.6T yen 50,000 9% Net sales 4,000 40,000 6% 30,000 2,000 20,000 3% 10,000 0 0% 2007 2
Slide 15: Canon
Canon