Takihyo Co., Ltd. · TSE:9982
Takihyo — Investor Presentation (February 2016)
20 slides from Takihyo's investor presentation, February 2016
Slide 1: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
ূ ˟ᅈᛟଢ˟ 崧崕崺嵐嵤峙岬峔峉峘ථ峳峁峘崽崉崫崟嵏嵛峼ୗ峃峵ভ峑峃 ফা ,5崐崕崡嵅 嵣ਊৱમ峘ౚ峝లਟ୳峙岝ਠৎਡ峕岴岻峵হ୭峕੦峏岷ਊ岶ਖ਼峁峉୳峑岬峴岝০峘হ୭峕峲峴ৰ峘ౚ岶౮峔峵ৃ়岶岬峵岽峒峼岾അੴ岴岷ৣ岿岮岞 &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 2: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڭ崧崕崺嵐嵤峒峙 ἑỿἤἺὊửắ܍ẳỂẴẦᾎ ੂ৻岣ௗకୋ岤岶قฤႢ੪كফ峕 峁峉ྐૹ峑峃岞 峘ਟ 峉 岷 峜 峱 岰 岲 峬峽 峉岷峜峱岰 岣ᄼௗకୋૹ岤岶ਬ岵峳峙岣ᄼௗ岤 峒ళ峚島峵峲岰峕岞 岣峉岷峢岮岤峒峘ෙഭ岶岵峍峉岽峒岵峳岝 岹峘য岶ਫ峁岹ഭ峫峵峲岰崓崧崓崲੶峒峁岝 岿峳峕岣嵏岤峼প岷岹峁峐ଜઁ岶峴峼ൢ岮峨峁峉岞 ੂ৻ௗకୋ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 3: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڭ崧崕崺嵐嵤峒峙 ἑỿἤἺὊỊẝễẺỉἧỳἕἉἹὅửૅảềẟộẴ 岣峁峨峪峳岤峼峙峂峫峒峃峵મષ௧岵峳岝ব嵣ਲਗ峘થ崾嵑嵛崱峨峑岝 ඌর峘岮峷岮峷峔岴峕岿峨峀峨峔崊崹嵔嵓ଲષ峼峁峐岮峨峃 ৌ ਲ਼ ૹષਲ਼ৈ峘৺٫ ௲ో 崩崏嵤嵛崡崰崊 મષ௧ 崽崉崫崟嵏嵛崻嵓 ঽ崾嵑嵛崱崟嵏崫崿 崳崫崰 ੬ు 崊崎崧嵤 崓崫崰崥嵤 嵉嵛崢സ സ ు സ 嵁崻嵤സ 崹嵛崬 ে 崡崓嵤崰 &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 4: 峑 1R 峼༵峴峨峃 &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڭ崧崕崺嵐嵤峒峙 嵤 崊崹嵔嵓ଲષহ ảὲᾎẮủờἑỿἤἺὊᾎᾎ 崯崋崢崳嵤峼峙峂峫峒峃峵ཪ峔崕嵋嵑崗崧嵤峼ඞ岮岝 嵁崻嵤崕崫崢ী峘崝崿嵑崌嵌嵤峒峁峐峙ਈপૠெ峼༵峴峨峃 岷岵峽峁峭崰嵤嵆崡 崺嵕嵇崩崲崓崶 崯崋崢崳嵤 崼嵤崲崫崬 崸崫崰嵆嵛 嵑嵛崘嵑嵤 峒峔岵峨峉峋 崩嵓崱嵔嵛 峔峓崾嵑嵛崱 ৗ峁岮崕嵋嵑崗崧嵤嵣崾嵑嵛崱岶ਢر峒୍ன৫آ 嵁崻嵤嵣崕崫崢ী峘 ਲ਼ৈ峙岝ਲ਼ 峑1R峼༵峴峨峃 ྐقଢ଼ৗୂ৹峣ك ফাଜ峲峴ਲ਼ ফা峲峴ਲ਼ ফা峲峴ਲ਼ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 5: z য峼த岲峵 z ফ峼த岲 z রব嵣$6($1
؝ڭ崧崕崺嵐嵤峒峙 ἧỳἕἉἹὅἚἾὅἛửἋἦὊἙỵὊỆấފẬẲộẴ ঽ峑崰嵔嵛崱嵣ਲ਼島൙ੲਾ峼崕嵋崫崩峁峐岝 ಞଫ岹ૹષ৲嵣岴ඍ岻峑岷峵ฮ৬峼岲峐岮峨峃 嵆嵤崙崫崰嵒崝嵤崩 ષସଵ৶ েਓ ੫嵣崯崞崌嵛 उ z য峼த岲峵 z রব嵣$6($1 z প৴ષସଵ৶ ા 崯崞崌崲嵤 峘৺峘েਓ 崣嵛崧嵤 ਬ 崵崫崰嵗嵤崗 भ z ফ峼த岲 z ঽ崣嵛崧嵤 ؞ ा 峵னંভ ৵ ऩ ਲ਼ औ ୍ ऽ ঽ峕峲峵 岬峳峰峵崊崌崮嵈峼 ဌச岵峎૨ 崰嵔嵛崱ઽૐ嵣 崛崡崰峑েਓ峑 峔岴ඍ岻岶峑岷峵 崯崞崌嵛੧ৡ 岷峵েਓ৬ ৬
Slide 6: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڭ崧崕崺嵐嵤峒峙 ᡲኽಅጚỉਖ਼ᆆὉʖे ৗૠਬ峘৫ิ岝હਸக峘ৈ岮ૹષ੧崳嵤崢峢峘ৌૢ峔峓峘ୖ峕 ா峕峴ੌ峩岝ੜઽੜஇ峼৯峁峨峃 قك ਲ਼ৈ ਹஇ ਊෞਹஇ ୳ ق4ك ق4ك 岧ਲ਼ৈ岨 എযਲ਼崘嵓嵤崿峘য়峋岼峕峲峵ଡ଼શ峘ਲ਼৬峘ਘ৲峔峓峕峲峴岝峘ੜઽ岞 岧ਹஇ岨 $6($1౾ব峢峘েਓ崟崽崰峮崛崡崰峘చ峕峫ਹஇ峘ੜஇ岞 岧ਊෞਹஇ岨 ౕ峔ৈ峕ൣ岰ನ౹৺௬௲ਐ峼ੑ峁峉্峑岝ੑ峁峉峘島峽ేಉ峘୶ 崛嵉嵛崰 岶峔岹峔峍峉岽峒峕峲峴岝ਊෞਹஇ峘ੜஇ岞 &RS\ULJKW & 7$.,
Slide 7: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڮ崧崕崺嵐嵤峘岽島峨峑峒岽島岵峳 ᵏᵕᵓᵏ࠰ẦỤૼẲẟẮểỆἓἵἾὅἊẲếỀẬềẟộẴ 崧崕崺嵐嵤峙ৎ৻峒峒峬峕৲峁峎峏岻峐岮峨峃 崩崏嵤嵛崡崰崊ق崨崌崐嵤峔峓ك峘ਛশ ใଲസ峘 ӓӡӀҲӡӖҴҺҴ峘ఃৃ ڸڹ崾嵑嵛崱৸ా ଞ峕৲峼峴峁峐岝嵆嵤崙崫崰峼ୗ 崠嵋崡崛 崯崋崢崳嵤 قਠ崌崒嵛ك 崊嵛崗嵑崌嵛 崕嵋嵑崗崧嵤 嵎崳嵤峘ਝয় 峼0 $峁岝 ৪ব峑崨崲 ૹષ৲ 峕峹峵 মਲ਼ 崕嵋嵑嵛ਝয় ਮಎ岵峳 ৫ মਲ਼ ஞಎ峢 ৫ ඞ岮ૡఌ ทௗకୋ ӊҼӃӡӀҲҳҼ嵣 ফ峁峑 岶 ҹҶӝӀҲҳҼಉ峑 ৽ગ૦ ৽ப৲ വ ম
Slide 8: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڮ崧崕崺嵐嵤峘岽島峨峑峒岽島岵峳 ᵐᵎᵏᵏ࠰ẦỤẐἂἿὊἢἽἓἵἾὅἊẑỆӕụኵỮỂẟộẴ ਠ৹峘崮崕崡崧崌嵓峕ਸ岲峐崊崹嵔嵓ଲષ峘ୟল ૹષહਸக峘岝੧峘ਘ৲峕峲峴岝ৗૠਬ 峼ఁপ峁峨峃岞 峘৫ิ岝ใோਬ峘࿊峼৯峁峨峃岞 েਓ峘পী峼૿岰রবป岵峳岝崯崋嵤崿崩嵋崌崲岝 ৸峐峘হ峘੦ຊ峒峔峵ৡ峼༿岷岝崒嵛嵒嵤崧崕崺嵐嵤峼 ূવ崊崠崊峢峘ುਡ峼ఁপ峁岝崛崡崰଼ଥৡ峼ৈ峫峨峃岞 ৸਼ੀ峢ਦ峁峨峃岞 &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 9: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڮ崧崕崺嵐嵤峘岽島峨峑峒岽島岵峳 ẐἂἿὊἢἽἓἵἾὅἊẑỊბẉểᡶᘍɶỂẴ ਼ੀਈৈ໕峘ে峘னંভ ଡ଼શ峘ਲ਼崘嵓嵤崿峼ਝ઼嵣ਘ৲ 岣崿嵓嵇崐嵤嵓嵣嵜崋崠嵏嵛嵣崽崉崾嵒崫崗岤峕ੂলன 崊崌崮嵈峼த岲峉岴ਬ峘崳嵤崢峕ৌૢ 崿嵓嵇崐嵤嵓嵣嵜崋崠嵏嵛嵣崽崉崾嵒崫崗 എযਲ਼崘嵓嵤崿峘னંভ ফা 嵃嵤崩嵇嵛৩হਜਚਝয় ੵৃ峕೮ૄ峘ஶૄၯౚਃ嵣௶ਃ峼ਝ઼ $6($1েਓૻ૨گસ峼৯峃 ਉમ岵峳崒嵒崠崲嵓峘ে峼৫ ৢ ৢ ৢ 嵃嵤崩嵇嵛 ੵৃ ৩হਜਚ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 10: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝ڮ崧崕崺嵐嵤峘岽島峨峑峒岽島岵峳 ἧỳἕἉἹὅἁἼỺỶἑὊẦỤẐἻỶἧἁἼỺỶἑὊẑồ ব峼௭岲岝হ峘ซஉ峼௭岲峐රਅ峼ਢ岻峨峃 ਂਓহ ଽો =(52*$7( ೲ൛ 峔峓 崛嵉崨᭚᭧ 崽嵑嵛崩嵋崌崠嵤 හో৵崾嵑嵛崱 岣崠嵍崡崰岤 岧ଽો岨 ڭ๘ 岧ঢ়ূ岨 ๘ 岧ূ岨 ๘ 岧ଽો岨 ๘ 岧পଚ岨 ๘ ƞƋŴഏƸƲǜƳžƓNjƠǖƍſǛƠƴƍƜƏᲹ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 11: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝گઙૄ峕峎岮峐 ᣐ࢘ሊ ா岵峎峁峉ଦਊ峼ಲਢ峃峵岽峒峼੦ম্ଉ峒峁峐岮峨峃 ્શ嵣੶ଦਊ ଜ র ଦਊਙ ଦਊਹ峴 قك ୳ াਠ ઙ ੪ઙਯ ਈභোসપ ઙ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 12: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
؝گઙૄ峕峎岮峐 ఇɼΟࢳСࡇ ઙਰ峘ઙ岿峨峕岝ফڮ峘ઙરୄ峼岾৷ਔ峁峐岴峴峨峃 াଜ੦ াଜ੦ শ岽峊峹峴峘崒嵒崠崲嵓崖崽崰 শ岽峊峹峴峘崒嵒崠崲嵓崖崽崰 ྴ৭ 峕ਐ峘ষଊ শ岽峊峹峴峘崒嵒崠崲嵓崖崽崰峘 ฒᓢໃઙૄভଲ岣ဗ১峘ᓢໃ岤ઞ৷ ༏ഀઙૄভଲ ূ嵔ઙૄভଲ崓嵤嵄嵛ಞ౫ઞ৷ 崸崡崧崒嵓崣崫崰 ఝ৷崬嵉崕嵒 嵒嵤崽崧崌崿 ഀ༓崙嵤崡 &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 13: +DSSLQHVVق崷崼崵崡ك 7:(('581%LVKXق崬崌嵤崱嵑嵛ஏପك 5H'(6,*1352-(&7ق嵒 崯崞崌嵛崿嵕崠崏崗崰ك
؝ڰ岿岮岾峕 ↝ٹⅱ↺᩿ႉⅳ˖ಅ⇁↓ⅾ↹࣎↝ᝅⅺ↙ᅈ˟⇁Ⴘਦↆ↭ↈ 岣崽崉崫崟嵏嵛峑峩峽峔峼൚౿峕峃峵岤ણ峼ষ峍峐岮峨峃 +DSSLQHVVق崷崼崵崡ك *$0$52&.)(6ق崔嵆嵕崫崗崽崏崡ك ଽો峘ుญു૧ ূমপ൜಼୮௪੍ର峘 ਝ峢௰島岝崧崕崺嵐嵤സ峘๔ ఠ௫崌嵁嵛崰岣崔嵆嵕崫崗崽崏崡岤 Ⴋ嵣嵗嵤崗崟嵏崫崿峘৫ಈ峔峓 峕ੈඑ峁岝崽崏崌崡嵂崌嵛崰峘 ر峔ણ峼ষ峍峐岮峨峃 ৰ峮ਁૄ7崟嵋崬峘ઽஇস ఞ๔峼ষ峍峐岮峨峃 ྸੑ峕ା 峼ඍ岻峨峁峉آ 7:(('581%LVKXق崬崌嵤崱嵑嵛ஏପك 5H'(6,*1352-(&7ق嵒
Slide 14: z ٛরশ崻崠嵏嵛ٜ崘嵕嵤崸嵓崩嵋嵔嵛崠峕峎岮峐峬峍峒ੴ峴峉岮 z ৽崰崫崿峘અ岲্峼ੴ峴峉岮 ,5ӂӔӉҴLQଽો
؝ڰ岿岮岾峕 峬峍峒崧崕崺嵐嵤峕峎岮峐ੴ峴峉岮্峢峘岾੧ z ٛরশ崻崠嵏嵛ٜ崘嵕嵤崸嵓崩嵋嵔嵛崠峕峎岮峐峬峍峒ੴ峴峉岮 z ৽崰崫崿峘અ岲্峼ੴ峴峉岮 ৻ഁ૽শ ท 峕峲峵ٛযৱੇ岻ভହভٜ峕岴௭峁岹峊岿岮 岧ଽો崣嵇崲嵤岨 ٛৎٜ ফ া ق كৎীعৎী ٛভৃٜ রਗ਼嵃嵤嵓 ఎੴଽોূયূৗڭ ٛணٜ ଽોଊਬਚ峘崎崏崾崝崌崰峲峴ถ峼岾નੳ峘岝岴ண峩岹峊岿岮岞 ,5ӂӔӉҴLQଽો پ崣嵇崲嵤峙৺岵া峲峴੧岶৫岿島峨峃岞岾ਂ峔ਡ峙岝崧崕崺嵐嵤 ,5 峨峑岴ਖ岮়峹峅岹峊岿岮岞 z 崧崕崺嵐
Slide 15: Fact Sheet
)DFW6KHHW ਏ峔৽ఏಉ ଊ崛嵤崱 ق௲ਐك ৴ 崧崕崺嵐嵤ઙૄভ ர ਲ਼ ਲ਼ৈ ৃৃ ূ嵣 লਟৈ ઙ ਹஇ ીக ষੋઙૄਯ ઙ ઘਬਹஇ ਲ਼େਜ਼ ઙ ৎપ ௲ਐ ਊෞਹஇ ৱਓ ઙ ෞৱਓ ણ峕峲峵崕嵋崫崟嵍崽嵕嵤 ৱણ峕峲峵崕嵋崫崟嵍崽嵕嵤 ଃਜણ峕峲峵崕嵋崫崟嵍崽嵕嵤 ঽഞৱমਊෞਹஇ૨ ٫ ৱਓ৽ଞਹஇ૨ ٫ ਲ਼ৈਹஇ૨ ٫ পઙ峘૾ய قফাਠك ઙਯ峘 ঽഞৱমૻ૨ ٫ 凚ே凛 ڭઙਊ峉峴ਊෞਹஇ ઙਯ ઙૻ૨ ઙ
Slide 16: -8b672ق崠嵍崡崰ك ੴ嵣Ᾱ峔*ROI &DVXDO崟嵤嵛峼ਠ -8b672๘
ඞ৵ਲ਼崾嵑嵛崱 =2<ق崦嵤崌ك -8b672ق崠嵍崡崰ك ৸বଡ଼એ嵣௲ో峑৵ਲ਼ன৫峃峵 崜嵓崽崎崏崊崾嵑嵛崱 崌崧嵒崊ে峨島峘හో৵崾嵑嵛崱 岣ષ岤岣崟嵛崿嵓岤岣崗嵑崟崫崗岤峼崛嵛崣崿崰峕岝 ঽী峑崹嵤崬峼৭峝岝ੌ峩়峹峅峵 ੴ嵣Ᾱ峔*ROI &DVXDO崟嵤嵛峼ਠ 崓崡崧嵆崌崢ਙ岶ྟৡ =2<๘ -8b672๘ ઁஏ ৵িৗӎӝҼӁӒӣҴӆ .,5$5,72*,1=$ ீ峘 মଶ 峔峽峚崹嵤崗崡 ౠ ૈ௳ોଽો 崛崗嵤嵛崟崮崋 ੱଶ ଚ岰峫峊ম /$&+,& ଠઋ পீઋૺ পீূ ਕ੩ҵҷӈӞҳӈӎ
Slide 17: 85/ KWWS ZZZWDNLK\RFRMS
嵃嵤嵈嵂嵤崠峼嵒崳嵍嵤崊嵓峁峨峁峉 嵣崯崞崌嵛嵣嵔崌崊崎崰峼ৄ峮峃岹ৗ 崧崾嵔崫崰嵣崡嵆嵤崰崽崑嵛峕峬ৌૢ 嵣崧崕崺嵐嵤峼峹岵峴峮峃岹৶ੰ峑岷峵 85/ KWWSZZZWDNLK\RFRMS 岣崧崕崺嵐嵤ଫ峹岵峴岤崛嵤崲嵤 嵣,5ৱમ嵂嵤崠峑峙 崧崕崺嵐嵤峕峎岮峐峬峍峒ੴ峴峉岮্峙০峃岺ਫ਼ดآ ਈৗৱમฐ崨崎嵛嵕嵤崱岶૭ચ 崧崕崺嵐嵤 45崛嵤崱峙岽峋峳ĺ &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 18: &RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
&RS\ULJKW & 7$.,+<2&R/WG$OOULJKWVUHVHUYHG
Slide 19: Top Interview
Top Interview 䝎䜲䝽ᢞ㈨ሗ䝬䞁䝇䝸䞊 㻡 ᭶ྕ䜘䜚ᢤ⢋
Slide 20: যৱੇ岻崣嵇崲嵤峘岾੧ প ଚ ઁ ਣ ଽો ূ ଅ ٕ ٕ
যৱੇ岻崣嵇崲嵤峘岾੧ প ଚ ઁ ਣ ଽો ূ ଅ ٕ ٕ ٕ ٕ 峜峷岸峽崎崬嵇ોଊ পਮ崛嵛崽崉嵔嵛崡 ફে୵嵃嵤嵓 রਗ਼嵃嵤嵓 ম嵃嵤嵓 嵃嵤嵓 পଚরఙયৈჺଶٕٕ ઁਣઁਣরયয় ৻িયீ峘 ఎੴଽોূયূৗڭ পଚફে୵ை崻嵓మ 峜峷岸峽崎崬嵇ોଊমమ 崘嵑嵛崰崎崕嵏崎崶嵤崡崧嵗嵤మ +3岵峳岣পਮ嵊崳崧嵤崗嵑崾岤峕岾ఃஈ峘岝 মଊৗୂ+3岵峳嵉嵤嵓峑岴ண峩岹峊岿岮岞 মଊৗୂ+3岵峳嵉嵤嵓峑岴ண峩岹峊岿岮岞 ,5崣嵇崲嵤+3岵峳岴ண峩岹峊岿岮岞 崗嵑崾崝崌崰峘ହভৰ嵂嵤崠岵峳 岴ண峩岹峊