Toyota Tsusho Corp. · TSE:8015
Toyota Tsusho — Investor Presentation (October 2025)
18 slides from Toyota Tsusho's investor presentation, Oct 14, 2025
Slide 1: Circular Economy Business Briefing
Circular Economy Business Briefing ～ ”Circular Economy Business” through Automobile Recycling Initiatives ～ October 14, 2025 Toyota Tsusho Corporation Circular Economy Division
Slide 2: The "Uniquely Competitive" and "Higher Dimension" to be Achieved by the Circular Economy Division
The “Uniquely Competitive” and “Higher Dimension” to be Achieved by the Circular Economy Division Uniquely Competitive: Unprecedented arterial and venous integrated business model Inevitable and difficult-to-imitate growth opportunities: Social demands and Toyota Group initiatives Higher Dimension:
Slide 3: Overall Image of the CE Division's Business: Arterial and Venous Integrated Business Model
Overall Image of the CE Division’s Business: An Unprecedented Arterial and Venous Integrated Business Model The arterial and venous integrated business model that we have advanced for more than 50 years will transform social challenges into growth opportunities Overall Image of the CE Division’s Bus
Slide 4: Circular Economy Business: Diverse Functions that Support "Uniquely Competitive"
Circular Economy Business: Diverse Functions that Support “Uniquely Competitive” Our circular economy businesses are deeply involved in the Toyota Group’s manufacturing and provide unique functions for returning various materials, such as metals, resins, and batteries, to arterial business as resour
Slide 5: Becoming the World's No. 1: "Higher Dimension" through Integration of Radius's Business
Becoming the World’s No. 1: “Higher Dimension” through Integration of Radius’s Business Elevation to a Higher Dimension Become the World’s Leading Circular Economy Provider Business Integration Combine our venous businesses, which have wide-ranging functions developed in the mobility field, with Rad
Slide 6: Resource Recycling Business
Resource Recycling Business ～ A group of unique functions that appropriately return diverse materials to arteries as resources ～
Slide 7: Ideal Image of the Resources Recycling Business
Ideal Image of the Resources Recycling Business Contribute to solutions to social problems through the resources recycling business to deliver a healthy and comfortable society to the children of the future ～ Become the world’s leading CE company by leveraging our experience with venous supply chain
Slide 8: Overall Image of the Resources Recycling Business
Overall Image of the Resources Recycling Business Promote resource recycling in each stage of the automobile lifecycle, starting from automobile manufacturing processes, including recycling of scrap generated from plants and in markets and of ELVs after use as well as detoxification and recycling of
Slide 9: Global Expansion of Metal & ELV Recycling Business
Global Expansion of Metal & ELV Recycling Business (Excluding molten recycled aluminum and waste plastic recycling business) U.K.: Derby Czech: Kolin Poland: Wałbrzych Toyota Tsusho Radius Recycling * Of 10 sites in North 【Metal recycling】 【Metal Recycling】 【Metal Recycling】 America, only main Canad
Slide 10: Examples of CE Issues in the Automotive Industry
Examples of CE Issues in the Automotive Industry Tightening of Regulations Resource Outflows Mandatory use of recycled materials originating in Overseas Outflows of Domestic the EU is advancing ELV Resources ・ Recycled plastic use rate (starting in 2032) Targets for recycled plastic use in new vehic
Slide 11: Progress of the Resources Recycling Business
Progress of the Resources Recycling Business Metal Scrap Recycling Business Automobile Recycling Business Waste Disposal Business Molten Aluminum Business Launch of metal scrap trading 1970 Toyota Metal Corp. 1973 Toyota Chemical Engineering Shredder business (Japan) established Co., Ltd. establishe
Slide 12: TOYOTA METAL ELV Recycling Business
【TOYOTA METAL】 ELV Recycling Business ●ELV Recycling Flow Automobile Recycling Business *ELV: End of life vehicle Heavy Manual ELV* Generation Equipment ELV Scrap Recovery Shredding & Sorting Recycling Dismantling Dismantling Automobile Dismantlers Toyota Metal Business Domains Manual Heavy Equipmen
Slide 13: Battery Recycling Business
【TOYOTA CHEMICAL ENGINEERING】 Waste Disposal and Battery Recycling Business ●Proper Waste Disposal Power generation through volume Disposal of various types of industrial waste reduction, detoxification, and thermal Ability to handle a wide range of difficult-to- Proper recovery Recovery process mat
Slide 14: Used Battery Recycling: Our Vision
【Used Battery Recycling】 Our Vision Conduct smart, cross-border resources recycling to achieve economic rationality and security Our Roles & Strategies Example of Pre-Processing Business ●Supply recycled materials to supply chains Company name Green Metals Battery Innovations (GMBI) ●Efficiently dis
Slide 15: Radius Recycling, Inc.
Radius Recycling, Inc. ～ Building a Resource Recycling Platform in the U.S～
Slide 16: Building a Resource Recycling Platform in the U.S. (Radius Businesses)
Building a Resource Recycling Platform in the U.S. 【Radius Businesses】 In addition to the existing collection of scrap generated in plants, use Radius’s collection infrastructure functions to gain access to scrap in the market Company overview Strength: Has more than 100 collection sites in North Am
Slide 17: Building a Resource Recycling Platform in the U.S. (Synergy Areas)
Building a Resource Recycling Platform in the U.S. 【Radius Business】 Target Synergy Areas Base material Establishment of a closed loop collection network (arterial-venous coordination) Abundant Recycling function Processing/export sites Recycling technology handling volume valuation Synergy Areas Wh
Slide 18: Building a Resource Recycling Platform in the U.S. (Shredder and Pick-n-Pull)
Building a Resource Recycling Platform in the U.S. 【Radius Business】 Shredder Business ・ Metal scrap recycling, Radius’s core business (4.8 M tons annually; 4.5 M tons iron + 300,000 tons non-ferrous metals) Pick-n-Pull Business (Automobile Dismantling Business) ・ ELV parts removal yard business. Cu