Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Presentation (May 2025)
8 slides from Panasonic's investor presentation, May 9, 2025
Slide 1: Progress with Group Management Reform
Progress with Group Management Reform Group CEO Yuki Kusumi Panasonic Holdings Corporation May 9, 2025 Notes: 1. This is an English translation from the original presentation in Japanese. Notes: 2. In this presentation, “Fiscal 2026” or “FY3/26” refers to the year ending March 31, 2026.
Slide 2: What the Group Aims to Become
What the Group Aims to Become FY3/25 sales: 3.7 trillion yen Solutions area Power sources for data centers / Energy creation, storage, & savings / SCM software / Cold chain / Area Avionics / Operational frontline & factory solutions / Electrical construction materials & lighting, etc. of focus Growt
Slide 3: Group Management Reform to Rebuild Sustainable Corporate Structure
Group Management Reform to Rebuild Sustainable Corporate Structure Fixed-cost structural Business portfolio reform & profit + management improvement Expected profit improvement* FY3/27: 150 billion yen or more / FY3/29: 300 billion yen or more FY3/29 ROE 10% or more Adjusted OP 10% or more *Improvem
Slide 4: FY3/27 Breakdown of Expected Profit Improvement
FY3/27 Breakdown of Expected Profit Improvement • Improve profit through management reform • Build structure immune to environmental changes Adjusted OP* (yen: billions) *Excluding U.S. tariff impact Structural Effect Initiatives (incl. personnel optimization) Profit improvement reform (sales growth
Slide 5: Personnel Optimization
Personnel Optimization Build lean structure to meet drastic changes in business environments Panasonic Group (Consolidated companies) Global scale: 10,000 employees (Japan: 5,000 / Overseas: 5,000) Timeline: FY3/26 through FY3/27 - Reduced personnel through consolidation of sales and indirect operat
Slide 6: Report Timeline for Progress with Reforms
Report Timeline for Progress with Group Management Reform FY3/26 FY3/27 Apr. May Jun. Jul. Aug. Sept. Oct. Nov. Dec. Jan. Feb. Mar. Virtual launching of Actual launching of Full-year Shareholders’ Q1 Q2 IR Day Q3 New Mid- new structure* new structure* announcement meeting announcement announcement a
Slide 7: Panasonic Group
Panasonic Group
Slide 8: 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,
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