Tadano Ltd. · TSE:6395

Tadano — Earnings Presentation (January 2025)

18 slides from Tadano's earnings presentation, January 2025

1. Slide 1: Tadano Ltd. Financial Results Presentation

   ᖺᗘ Ỵ⟬ㄝ᫂㈨ᩱ 䈜ண 䛻㛵䛩䜛ὀព஦㡯 䞉ᮏ㈨ᩱ䠄ᴗ⦼ィ⏬䜢ྵ䜐䠅䛿䚸⌧᫬Ⅼ䛷ධᡭྍ⬟䛺ಙ㢗䛷䛝䜛᝟ሗ䛻ᇶ䛵䛔䛶సᡂ䛧䛶 ᖺ᭶ 䛚䜚䜎䛩䛜䚸䝸䝇䜽䜔୙☜ᐇᛶ䜢ྵ䜣䛷䛚䜚䜎䛩䚹 ᰴᘧ఍♫䝍䝎䝜 7DGDQR /WG 䕻᫖ᖺ㻣᭶㻟㻝᪥䛻㻰㼑㼙㼍㼓஦ᴗ䛾㈙཰䛜᏶஢䛧䜎䛧䛯䚹ᮏ㈨ᩱ䛻䛚䛡䜛㻰㼑㼙㼍㼓஦ᴗ䛾 ྲྀ䜚ᢅ䛔䛿௨ୗ䛾䛸䛚䜚䛷䛩䚹 䞉ᖺᗘ㐃⤖㈈ົㅖ⾲䠖㈚೉ᑐ↷⾲䠄᭶ᮎ䠅䚸ᦆ┈ィ⟬᭩䠄䡚᭶䠅䜢ྵ䜣䛷䛚䜚䜎䛩䚹 䞉㟂せᩘ್䠖䜽䝻䞊䝷䜽䝺䞊䞁䛿ྵ䜣䛷䛚䜚䜎䛫䜣䚹 䞉䝅䜵䜰䠖'HPDJ〇ရ䛿䡚᭶㈍኎ྎᩘ䜢ྵ䜣䛷䛚䜚䜎䛩䚹 䕻ᖺᗘ䛾㏻ᮇ㐃⤖ᴗ⦼ண᝿䛻䛴䛔䛶䛿䚸᪂ᆺ䝁䝻䝘䜴䜱䝹䝇䛻䜘䜛ᙳ㡪䜢ྜ⌮ⓗ䛻 ⟬ᐃ

2. Slide 2: Company overview and fiscal year results highlights

   ఍♫ᴫせ 䛆఍♫ྡ䛇 ᰴᘧ఍♫䝍䝎䝜䠄ᖺ᭶᪥タ❧䠅๰ᴗ⪅ ከ⏣㔝 ┈㞝 ᖺᅜෆึ䛾Ἔᅽᘧ䝖䝷䝑䜽䜽䝺䞊䞁䜢㛤Ⓨ 䛆௦⾲⪅䛇 ௦⾲ྲྀ⥾ᙺ♫㛗䠄&(2䠅ከ⏣㔝 ᏹ୍ 䛆ᮏ♫䛇 㤶ᕝ┴㧗ᯇᕷ᪂⏣⏫⏥␒ᆅ 䛆୺䛺஦ᴗ䛇 ᘓタ⏝䡴䢖䡬䢙䚸㌴୧ᦚ㍕ᆺ䡴䢖䡬䢙䚸㧗ᡤసᴗ㌴䛾〇㐀㈍኎ 䛆஦ᴗᡤ䛇 ᮾி஦ົᡤ䠷ቚ⏣༊䠹䚸㧗ᯇᕤሙ䠷㧗ᯇᕷ䠹䚸ᚿᗘᕤሙ䠷䛥䛼䛝ᕷ䠹䚸㤶すᕤሙ䠷㧗ᯇᕷ䠹 䚸ከᗘὠᕤሙ䠷ከᗘὠ⏫䠹䚸 ༓ⴥᕤሙ䠷༓ⴥᕷ䠹 䛆ᣐⅬ䛇 䠄᪥ᮏ䠅ᨭᗑ䚸Ⴀᴗᡤ 䠄ᾏእ䠅໭ி஦ົᡤ䠷୰ᅜ䠹䚸୰ᮾ஦ົᡤ䠷8$(䠹䚸䝰䝇䜽䝽஦ົᡤ䠷䝻䝅䜰䠹䚸䝞䞁䝁䜽஦ົᡤ䠷䝍䜲䠹 䛆㈨ᮏ㔠䛇 ⓒ୓෇ 䛆ᰴᘧ䛇Ⓨ⾜῭ ⓒ୓ᰴ ᰴ୺ᩘ ே

3. Slide 3: Income statement vs prior year

   ᦆ┈ィ⟬᭩䠄ᑐ๓ᮇẚ㍑䠅 䠄༢఩䠖ⓒ୓෇䠅 䛆ቑῶ䛾䝫䜲䞁䝖䛇 㻝㻤ᖺᗘ 㻝㻥ᖺᗘ ẚ㍑ 䕺኎ୖཎ౯⋡ ĺ ቑῶ 㔠㢠 ẚ⋡ 㔠㢠 ẚ⋡ 䞉኎౯䛾⥔ᣢᨵၿ䞉䡶䡹䢀䡼䢚䡯䢙䛻䜘䜛ཎ౯పῶ䛻 ኎ୖ㧗 ດ䜑䜛䜒䚸䡶䡹䢀䡭䡫䢈䢛䞉〇ရᵓᡂ䛾ኚ໬䛻䜘䜚኎ୖ ኎ୖཎ౯ ཎ౯⋡䛿๓ᮇẚ䢊䢛䡮䢙䢀ᝏ໬䚹 ๭㈿㈍኎฼┈ 䕺㈍⟶㈝ ⓒ୓෇ቑຍ ኎ୖ⥲฼┈ 䞉ኚື㈝ቑຍ 䠇 ⓒ୓෇ ㈍⟶㈝ 䞉ே௳㈝ቑຍ 䠇 ⓒ୓෇ 䞉䛭䛾௚ㅖ⤒㈝ቑຍ 䠇 ⓒ୓෇ Ⴀᴗ฼┈ Ⴀᴗእᦆ┈ 䕺Ⴀᴗእᦆ┈ 䞉Ⴀᴗእ཰┈ ⓒ୓෇ ĺⓒ୓෇ ⤒ᖖ฼┈ 䞉Ⴀᴗእ㈝⏝ ⓒ୓෇ ĺⓒ୓෇ ≉ูᦆ┈ ⛯ᘬ๓ᙜᮇ⣧฼┈ 䕺≉ูᦆ┈ 䞉≉ู฼┈ ⓒ୓෇

4. Slide 4: Balance sheet and cash flow overview

   ㈚೉ᑐ↷⾲䠄ᑐ๓ᮇᮎẚ㍑䠅 䠄༢఩䠖ⓒ୓෇䠅 䛆ቑῶ䛾䝫䜲䞁䝖䛇 㻝㻤ᖺᗘᮎ 㻝㻥ᖺᗘᮎ ẚ㍑ 䕺኎ୖമᶒ䛿ቑຍ ൨෇ ĺ൨෇ ቑῶ 㔠㢠 ẚ⋡ 㔠㢠 ẚ⋡ 䠄൨෇䛾䛖䛱7'*൨෇䠅 ᡭチ㈨㔠 э኎ୖമᶒᅇ㌿ᮇ㛫䛿ᨵၿ ኎ୖമᶒ 䠄ᖺᗘ ᪥ ĺᖺᗘ ᪥ 䠅 䛯䛺༺㈨⏘ 䕺䛯䛺༺㈨⏘䛿ቑຍ ൨෇ ĺ൨෇ 䛭䛾௚ 䠄൨෇䛾䛖䛱7)*൨෇䚸7'*൨෇䠅 ὶື㈨⏘ィ э䛯䛺༺㈨⏘ᅇ㌿ᮇ㛫䛿ᝏ໬ ᭷ᙧᅛᐃ㈨⏘ 䠄ᖺᗘ ᪥ ĺᖺᗘ ᪥䠅 ↓ᙧᅛᐃ㈨⏘ 䕺᭷฼Ꮚ㈇മ䛿ቑຍ ൨෇ ĺ൨෇ ᢞ㈨䛭䛾௚䛾㈨⏘ э▷ᮇ ൨෇ῶᑡ 㛗ᮇ ൨෇ቑຍ ᅛᐃ㈨⏘ィ ͤᖺ᭶᪥♫മⓎ⾜ ൨෇ 䠄ᖺമ䠅 ㈨⏘ྜィ ൨෇䠄ᖺമ䠅

5. Slide 5: Sales by product and region

   〇ရู኎ୖ㧗 㻔ⓒ୓෇䠅 ᘓタ⏝䡴䢖䡬䢙 ㌴୧ᦚ㍕ᆺ䡴䢖䡬䢙 䠄༢఩䠖ⓒ୓෇䠅 㧗ᡤసᴗ㌴ 䛭䛾௚ ᖺᗘ ᖺᗘ ẚ㍑ቑῶ 㔠㢠 ẚ⋡ 㔠㢠 ẚ⋡ 㔠㢠 ቑῶ⋡ ᘓタ⏝ 䜽䝺䞊䞁 ㌴୧ᦚ㍕ᆺ 䜽䝺䞊䞁 㧗ᡤసᴗ㌴ 䛭䛾௚ ྜィ 䕺ᾏእ኎ୖ㧗ẚ⋡ 䊻 䈜ᘓタ⏝䜽䝺䞊䞁䚸᪥ᮏྥ䛡ཬ䜃ᾏእྥ䛡኎ୖ㧗 ᪥ᮏ ᾏእ ᖺᗘ ᖺᗘ ᾏእ௙ྥᆅู኎ୖ㧗᥎⛣ ᾏእ኎ୖ㧗䛿๓ᮇ䜘䜚䚸䠂ቑຍ䛧䛯䚹 䠄ⓒ୓෇䠅 Ḣᕞ䚸໭⡿䚸୰༡⡿䚸䜰䝆䜰䚸୰ᮾ䠄๓ᮇẚ䠅䚹 ໭⡿䚸୰༡⡿ྥ䛡኎ୖ䛿㐣ཤ᭱㧗䜢᭦᪂䚹 ୡ⏺᭱኱⣭䛾䢓䢈䡿䢖䡬䢙䡴䢖䡬䢙 *5;/ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺ

6. Slide 6: Truck crane sales (Japan, overseas) and Japan construction investment

   ᘓタ⏝䜽䝺䞊䞁 ᘓタ⏝䜽䝺䞊䞁኎ୖ㧗䠄᪥ᮏ䠅 䠄ⓒ୓෇䠅 ୗᮇ ୖᮇ 䠄ⓒ୓෇䠅 ᘓタ⏝䜽䝺䞊䞁኎ୖ㧗 ୗᮇ ᪥ᮏྎᩘ䡸䡦䡭 ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ୖᮇ 䠄ᖺᗘ䢉䢚䡬䡹䠅 ᘓタ⏝䜽䝺䞊䞁኎ୖ㧗䠄ᾏእ䠅 ୗᮇ 䠄ⓒ୓෇䠅 ୖᮇ ᾏእྎᩘ䡸䡦䡭 ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ୡ⏺ྎᩘ䡸䡦䡭 ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ ᖺᗘ 䠄ᬺᖺ䢉䢚䡬䡹䠅 䠄ᬺᖺ䢉䢚䡬䡹䠅 ͤ䝅䜵䜰䛿ᑠᩘⅬ௨ୗ䜢ᅄᤞ஬ධ ͤ䝅䜵䜰䛿'HPDJ〇ရ䛾䡚᭶㈍኎ྎᩘ䜢ྵ䜐䚹 ᪥ᮏᘓタᢞ㈨䛾᥎⛣䛸ぢ㏻䛧 䠄඙෇䠅 ᨻᗓᢞ㈨䠖ᨻᗓᘓタᢞ㈨ Ẹ㛫ᢞ㈨䠖Ẹ㛫ᘓタᢞ㈨ ᖺᗘ䛿ᨻᗓᢞ㈨䛿ቑຍ䚸Ẹ㛫ᢞ㈨䛿䚸ఫᏯ ᢞ㈨䛜ᚤῶ䚸㠀ఫᏯᢞ㈨䛜ቑຍ䚹

7. Slide 7: Japan total demand trend for truck cranes

   ᘓタ⏝䜽䝺䞊䞁䛾᪥ᮏ⥲㟂せ䛾᥎⛣ 䠄ྎ䠅 ᾘ㈝⛯ᑟධ 䝢䞊䜽᫬ ᖺᗘ ྎ 㜰⚄኱㟈⅏ ㍈㌴᭱㧗ᛶ⬟䛾*51䠄*䠅 ᾘ㈝⛯⋡䜰䝑䝥 ᮾ᪥ᮏ኱㟈⅏ ᾘ㈝⛯⋡䜰䝑䝥 䝸䞊䝬䞁䝅䝵䝑䜽 ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᖺ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ᗘ ୗᮇ⥲㟂せ ୖᮇ⥲㟂せ ㏻ᮇ⥲㟂せ ͤ ᩘᏐ䛿ᙜ♫ㄪ䜉䚹 ͤ 㟂せᩘ್䛿ྎ༢఩䛻ᅄᤞ஬ධ䚹 ᘓタ⏝䜽䝺䞊䞁 ᪥ᮏ䡸䡦䡭 ĺ ͤ䝅䜵䜰䛿ᑠᩘⅬ௨ୗ䜢ᅄᤞ஬ධ䚸㟂せᩘ್䛿ྎ༢఩䛻

8. Slide 8: Truck cranes: rough terrain, all terrain, crawler cranes and industry map

   ᘓタ⏝䜽䝺䞊䞁 ࠙ࢺࣛࢵࢡࢡ࣮ࣞࣥࠚ *7(/ 䞉㉮⾜ᛶ䛻ඃ䜜䛯䢀䢓䡫䡴䛻ᯫ⿦䛧䛯䡴䢖䡬䢙䚹᪥ᮏ⥲㟂せ䛿ᩘྎ䚸୺䛻ᾏእྥ䛡 䞉㐲㊥㞳㉮⾜ᛶ䛻ඃ䜜䜛䚹 䞉᪥ᮏྥ䛡㹼Wྞ䜚ᶵ✀䠄䡼䡼䢚䢅〇㐀䠅 䞉ᾏእྥ䛡㹼Wྞ䜚ᶵ✀䠄䡼䡼䢚䢅䞉⊂㼀㻲㻳〇㐀䠅 䞉඲㻥ᶵ✀୰㻡ᶵ✀䛻ືែ⟶⌮䝅䝇䝔䝮ᦚ㍕ && ࠙ࢡ࣮ࣟࣛࢡ࣮ࣞࣥࠚ 䠄䢓䡽䡹䢈䢚䡬䢍ᘧ䠅 䞉↓㝈㌶㐨ᘧᒚᖏ㻔䡴䢗䡬䢓㻕䜢⿦ഛ䛧䛯㉮⾜య䛻ᯫ⿦䛧䛯䡴䢖䡬䢙䚹 䞉୙ᩚᆅ䜔ᆅ┙䛜㌾ᙅ䛺⌧ሙ䛷ᶵືᛶ䛻ඃ䜜䜛䚹 䞉⌧ሙ㛫䛾⛣ື䛿䢀䢖䡬䢓䡬䛺䛹䛷䛾ᦙ㏦䛜ᚲせ䚹 䢓䡽䡹䢈䢚䡬䢍ᘧ 䞉ᶫᱱ䚸㢼ຊⓎ㟁䚸䢈䢛䢓䢙䢀䛺䛹䛾኱ᆺᵓ㐀≀䛾ᘓタ䛻౑⏝䛥䜜䜛䚹 䞉ᾏእ䚸᪥ᮏྥ䛡 㹼Wྞ

9. Slide 9: Global demand trend for truck cranes

   ᘓタ⏝䜽䝺䞊䞁䛾ୡ⏺⥲㟂せ᥎⛣䠄ᬺᖺ䝧䞊䝇䠅 ͤᢡ䜜⥺䛿䚸ྛᕷሙ䛾㟂せ䢊䢚䢀䢍䛾ᇶ‽ᖺ䜢䛸䛧䚸ྛᖺ䛾ẚ⋡᥎⛣䜢⾲ 䛩䚹䠄໭⡿䛿ᖺ䚸Ḣᕞ䛿ᖺ䚸᪥ᮏ䛿ᖺ䠅 䠄ྎ䠅 䝢䞊䜽ᖺ 䝪䝖䝮ᖺ 䝸䞊䝬䞁䝅䝵䝑䜽ᚋ䚸ᖺ䛷ୡ⏺㟂せ䛿䕦䛸኱ᖜ䛺ⴠ䛱㎸䜏䚹 ᾏእ㟂せ䛿ᖺ䜢䝢䞊䜽䛻ῶᑡ䚸ᖺ䛻ᗏᡴ䛱䚹 Ḣᕞ ໭⡿ ᪥ᮏ 䝷䝣䝔䝺䞊䞁䜽䝺䞊䞁䛾㍈䜻䝱䝸䝲䛸䛧䛶䛿 ᙜ♫᭱኱䛾ྞୖ⬟ຊ䜢㄂䜛ᶵ✀ *5;/ Ḣᕞ ໭⡿ 䛭䛾௚ ᾏእ㟂せ ᪥ᮏ ⥲㟂せ 䠊䝻䝅䜰ᅜ⏘䛿ୖグ䛻ྵ䜎䛪䚹 Ḣᕞ ໭⡿ 䠊ᖺ௨㝆䚸୰ᅜᅜ⏘䛾㍺ฟ䜢ྵ䜐䚹 ᪥ᮏ ୰ᅜᅜ⏘䛾୰ᅜᕷሙྥ䛡䛿ୖグ䛻ྵ䜎䛪䚹୰ᅜᕷሙ䛻䛚䛡䜛୰ᅜᅜ⏘䛾⥲㟂せ᥎⛣䛿ḟ䛾㏻䜚䚹 ᖺ⣙୓༓

10. Slide 10: Europe and North America business overview

    Ḣᕞ஦ᴗ 7DGDQR)DXQ*PE+ 䠘Ḣᕞ஦ᴗ䛾ㄢ㢟䠚 Ḣᕞ஦ᴗ䛾㯮Ꮠ໬ 7)*䛸7'*䛻䜘䜛䝅䝘䝆䞊๰ฟ Ḣᕞ䛷䛾䝅䜵䜰䜰䝑䝥䛸Ḣᕞᇦእ䜈䛾ᣑ㈍ 䖃Ḣᕞ䜾䝹䞊䝥఍♫䛾ᴫせ 䛆 7DGDQR)DXQ*PE+䛇 ᖺ䛻㈙཰䚸㈨ᮏ㔠䠖ⓒ୓(85 ᙜ♫䠂ฟ㈨ ᡤᅾᆅ䠖䢀䢚䡮䡾 /DXI DG 3HJQLW] ஦ᴗෆᐜ䠖䡱䡬䢕䡿䢖䡬䢙䡴䢖䡬䢙䞉䢀䢓䡫䡴䡴䢖䡬䢙䛾㛤Ⓨ䞉〇㐀䞉㈍኎ ௦⾲⪅䠖♫㛗 -HQV (QQHQ䚸ᚑᴗဨ䠖ே ኎ୖ㧗䛾᥎⛣䠖 $7)* ᖺ䠖ⓒ୓(85ྎ䚸ᖺ䠖ⓒ୓(85ྎ䚸ᖺ䠖ⓒ୓(85ྎ ᖺ䠖ⓒ୓(85ྎ䚸ᖺ䠖ⓒ୓(85ྎ䚸ᖺ䠖ⓒ୓(85ྎ $7)* 䛆 7DGDQR'HPDJ *P

11. Slide 11: Other overseas businesses

    䛭䛾௚䛾ᾏእ஦ᴗ 䠘䛭䛾௚ᆅᇦ䛷䛾ㄢ㢟䠚 ୰ᅜ䝯䞊䜹䞊䛾ྎ㢌 䖃䛭䛾௚ᆅᇦ䛾䜾䝹䞊䝥఍♫䛾ᴫせ 䛆 7DGDQR $VLD 3WH /WG 䛇 タ❧䠖 㻥㻢ᖺ㻤᭶ ㈨ᮏ㔠䠖 㻝㻘㻜㻜㻜༓㻿㻳㻰 ฟ㈨ẚ⋡䠖ᙜ♫ 㻤㻜㻑䚸㻹㼡㼘㼠㼕㼏㼛 㻵㼚㼒㼞㼍㼏㼛㼞㼑 㻴㼛㼘㼐㼕㼚㼓㼟 㻼㼠㼑㻚 㻸㼠㼐㻚 㻞㻜㻑 ᡤᅾᆅ㻦䡸䢙䡲䢚䢊䢛䡬䢕 ஦ᴗෆᐜ䠖ᘓタ⏝䡴䢖䡬䢙䛾㈍኎䞉䡷䡬䢇䢚䡹 ௦⾲⪅䠖♫㛗 ᯘ ᏹ୕ ᚑᴗဨ䠖㻞㻢ே 䛆 7DGDQR 2FHDQLD 3W\ /WG 䛇 タ❧䠖㻝㻜ᖺ㻞᭶ ㈨ᮏ㔠䠖㻟㻠㻘㻟㻞㻡༓㻭㼁㻰 ᙜ♫ 㻝㻜㻜㻑ฟ㈨ ᡤᅾᆅ㻦䡱䡬䡹䢀䢓䢔䡭 㻰㼍㼞㼞㼍 ஦ᴗෆᐜ䠖ᘓタ⏝䡴䢖䡬䢙䛾㈍኎䞉

12. Slide 12: Vehicle-mounted cranes (cargo cranes)

    ㌴୧ᦚ㍕ᆺ䜽䝺䞊䞁 䛆䜹䞊䝂䜽䝺䞊䞁䛇᪥ᮏ䡸䡦䡭 ĺ ᪥ᮏ⥲㟂せ ྎ䠄ᖺᗘ䚸ᙜ♫ㄪ䜉䠅 ๓ᮇẚῶ эᏳ඲⿦⨨ἲไ໬䛸ᑠᆺ䝖䝷䝑䜽䛾᤼䜺䝇つไ䛻䜘䜛㥑䛡㎸䜏㟂せ䛜ᖺᗘ๓༙䛷⤊ᜥ䛧䛯䛜䚸 ᣑ㈍䛻ὀຊ䛧䚸኎ୖ㧗䛿䚸൨༓ⓒ୓෇䠄๓ᮇẚ 䠅 䞉㏻ᖖ䛾䢀䢓䡫䡴䛻ᯫ⿦䛧䛯ᑠᆺ䡴䢖䡬䢙䚸㈌≀䛾✚㍕䡡㐠ᦙ䡡タ⨨సᴗ➼䛜ྎ䛷ྍ =; 䞉≀ὶ⏝㏵䚸㐀ᅬᴗ䜔ᘓタᴗ⏝㏵䚸䢀䢓䡫䡴䡿䢚䡤䡬䢓䡬䛾㛫᥋㈍኎ 䡸䢔䡬䡹䢚 䞉ᑠᆺ䡡୰ᆺ䡡኱ᆺ䢀䢓䡫䡴ᯫ⿦⏝䛻ከᩘ䛾ᶵ✀ W䡚Wྞ䜚 䡚㛵ಀ┬ᗇ䡚 䞉୺䛻ཌ⏕ປാ┬䠄䡴䢖䡬䢙䛾つไ䠅 䡚୺䛺㈍኎ඛ䛸≉ᚩ䡚 䞉䢀䢓䡫䡴䡿䢚䡤䡬䢓䡬 䞉䢀䢓䡫䡴㟂せ䛻ᕥྑ䛥䜜䜛ഴྥ Ᏻ඲⿦⨨䛂㐣㈇Ⲵ㜵Ṇ⿦

13. Slide 13: Vehicle-mounted cranes: global expansion

    ㌴୧ᦚ㍕ᆺ䜽䝺䞊䞁 䡚䜾䝻䞊䝞䝹ᒎ㛤䡚 䛆 7DGDQR,WDOWKDL &R/WG䛇 ㈨ᮏ㔠䠖ⓒ୓7+% 䠄ฟ㈨ẚ⋡ ᙜ♫ 䚸,7,♫ 䚸0+&%♫ 䠅 タ❧䠖ᖺ᭶䠄7DGDQR7KDL3DUWVDQG6HUYLFH♫䛾♫ྡ䜢7DGDQR ,WDOWKDL 䛻ኚ᭦䛧䚸,7,♫䛜㈨ᮏཧຍ䚹,7,♫䛿ᘓタ⏝䜽䝺䞊䞁䛾 ᙜ♫䛾௦⌮ᗑ䠄,WDOWKDL ,QGXVWULDO䠅䠅 ᡤᅾᆅ䠖䡼䡮 %DQJNRN䚸஦ᴗෆᐜ䠖䡲䡬䡶䢚䡴䢖䡬䢙䛾㈍኎ ௦⾲⪅䠖♫㛗 ఀ㈡ ⱥಇ 䚸ᚑᴗဨ䠖ே 䛆 7DGDQR䠄7KDLODQG䠅 &R/WG䛇 䡼䡮ᕤሙ䛷⏕⏘䛾䡲䡬䡶䢚䡴䢖䡬䢙 =7 ㈨ᮏ㔠䠖ⓒ୓7+% ᙜ♫䠂ฟ

14. Slide 14: Aerial work platforms

    㧗ᡤసᴗ㌴ ᪥ᮏ䡸䡦䡭 ĺ 䝖䝷䝑䜽ᦚ㍕䝍䜲䝥᪥ᮏ⥲㟂せ ྎ䠄ᖺᗘ䚸ᙜ♫ㄪ䜉䠅 ๓ᮇẚᶓ䜀䛔 эᑠᆺ䝖䝷䝑䜽䛾᤼䜺䝇つไ䛻䜘䜛㥑䛡㎸䜏㟂せ䛜ᖺᗘ๓༙䛷⤊ᜥ䛧䚸 ኎ୖ㧗䛿䚸൨༓ⓒ୓෇䠄๓ᮇẚ 䠅 䠷䝖䝷䝑䜽ᘧ䠹 䡚㛵ಀ┬ᗇ䡚 䞉㏻ಙ⏝ ᶵ✀䚸㟁ᕤ⏝ ᶵ✀ 䞉୺䛻ཌ⏕ປാ┬䠄㧗ᡤసᴗ㌴䛾つไ䠅 䞉୍⯡ᕤ஦⏝ ᶵ✀ 䡚୺䛺㈍኎ඛ䛸≉ᚩ䡚 䠷䝩䜲䞊䝹ᘧ䠹 ᶵ✀ 䞉㟁ຊ㟁ᕤ䡠㏻ಙ䡠䢖䢙䡼䢕䡠୍⯡䚸㐀⯪䚸 ᅜᅵ஺㏻┬ 䠷䝇䞊䝟䞊䝕䝑䜻䠹 ᶵ✀ 䠄㧗ᗘ䛺ไᚚᢏ⾡䜢⿦ഛ䠅 䠷䝤䝸䝑䝆䝏䜵䝑䜹䞊䠹 ᶵ✀ 䠄㧗ᯫ㐨㊰䜔ᶫᱱⅬ᳨⏝䠅 䞉඲ᶵ✀୰ᶵ✀䛻 䝤䝸䝑䝆䝏䜵䝑䜹䞊 %7 ືែ⟶⌮䝅䝇䝔䝮ᦚ㍕ 㧗ᡤసᴗ㌴ 䠄ྎ

15. Slide 15: Other: used cranes, parts and repair

    䛭䛾௚ э㒊ရ䡠ಟ⌮䚸୰ྂ㌴➼䛾䛭䛾௚኎ୖ㧗䛿䚸൨༓ⓒ୓෇䠄๓ᮇẚ 䠅 䛆୰ྂ䜽䝺䞊䞁䛇 䞉ᙜᮇ䛿䚸᪥ᮏྥ䛡䛿ῶᑡ䚸ᾏእྥ䛡䛿ቑຍ䚹 䞉௒ᚋ䛿䜾䝻䞊䝞䝹໬䛻ὀຊ䚹 䛆㒊ရಟ⌮䛇 䞉ᙜ♫䛿䚸ಟ⌮⏝䛾㒊ရ኎ୖ䜢ィୖ 䠄ಟ⌮䛿䚸୺䛻ᣦᐃ䡷䡬䢇䢚䡹ᕤሙ䜔ᾏእ௦⌮ᗑ䛜ᢸᙜ䛧䚸 ᣦᐃ䡷䡬䢇䢚䡹ᕤሙ䜔ᾏእ௦⌮ᗑ䛷኎ୖィୖ䠅 䞉ᙜᮇ䛿䚸᪥ᮏྥ䛡䚸ᾏእྥ䛡䛸䜒䛻ቑຍ䚹 㛛ᆺἜᅽ䝸䝣䝍䞊䠖7% 䛆㛛ᆺἜᅽ䝸䝣䝍䞊䛇 䞉⛣ືᘧ䜽䝺䞊䞁䜔ኳ஭䜽䝺䞊䞁䛜౑⏝䛷䛝䛺䛔ᒇෆタഛ䞉 䜽䝸䞊䞁䝹䞊䝮 䞉䝖䞁䝛䝹 䛺䛹䛾≉Ṧ䛺⎔ቃ䛻䛚䛔䛶䜒䚸 㔜㔞≀䛾ᦙධᦙฟ䞉ᤣ௜సᴗ䛺䛹䜢Ᏻ඲䞉ຠ⋡ⓗ䛻ᐇ᪋䚹 䛭䛾௚ 䠄ⓒ୓෇䠅 䛭䛾௚኎ୖ㧗

16. Slide 16: Earnings forecast and Demag integration (1)

    ᖺᗘᴗ⦼ண᝿ ᖺᗘ䛾㏻ᮇ㐃⤖ᴗ⦼ண᝿䛻䛴䛔䛶䛿䚸᪂ᆺ䝁䝻䝘䜴䜱䝹䝇䛻䜘䜛ᙳ㡪䜢ྜ⌮ⓗ䛻 ⟬ᐃ䛩䜛䛣䛸䛜ᅔ㞴䛺䛯䜑䚸⌧᫬Ⅼ䛷䛿ᮍᐃ䛸䛧䚸௒ᚋ䚸⟬ᐃ䛜ྍ⬟䛸䛺䛳䛯᫬Ⅼ䛷 ㏿䜔䛛䛻㛤♧䛔䛯䛧䜎䛩䚹 䠄༢఩䠖ⓒ୓෇䠅 䛆ᖺᗘ䛾⤒Ⴀ᪉㔪䛇 ᖺᗘ ᖺᗘண᝿ 䐟䝁䜰䝞䝸䝳䞊䛾㏣ồ䠄&䠇64(䠅 ቑῶ⋡ 㔠㢠 ẚ⋡ 㔠㢠 ẚ⋡ 䐠୰ᮇ⤒Ⴀィ⏬䠄䠅ึᖺᗘ䜈䛾ྲྀ䜚⤌䜏 ኎ୖ㧗 䐡Ḣᕞ஦ᴗ෌ᘓ䠄5,6(᥎㐍䠅 䐢䝡䝑䜾䝥䝻䝆䜵䜽䝖᥎㐍 Ⴀᴗ฼┈ 䐣(6*䞉6'*Vྲྀ䜚⤌䜏➨୍Ṍ ⤒ᖖ฼┈ 䛆୰ᮇ⤒Ⴀィ⏬䠄䠅䛴䛾ᡓ␎䛇 ぶ఍♫ᰴ୺ᙜᮇ⣧฼┈ 䐟ᕷሙ䝫䝆䝅䝵䞁䜰䝑䝥 䐠ᅄᢿᏊᙉ໬ ୰㛫䚷䚷෇ ୰㛫䚷䚷 䐡䜾䝻䞊䝞䝹䠃䝣

17. Slide 17: Demag integration (2) and ESG/SDGs

    㼀㻻㻼㻵㻯㻿 䡚᭦䛺䜛䜾䝻䞊䝞䝹໬䛻ྥ䛡䛯ྲྀ䜚⤌䜏䡚 'HPDJ䜽䝺䞊䞁஦ᴗ䛾⤫ྜ䠄䠎䠅 ㈙཰᏶஢ᚋ䚸䛾ᶵ⬟ู䜽䝻䝇䜹䞁䝟䝙䞊䝏䞊䝮䠄&&7䠅䜢⤌ᡂ䛧䚸⤫ྜάື䛸䝧䝇䝖䝥䝷䜽䝔䜱䝇䛾 ᐇ⌧䛻ྲྀ䜚⤌䜣䛷䛚䜚䜎䛩䚹 䕺ᶵ⬟ู䛾άື≧ἣ 䞉㛤Ⓨ䠖㼀㻲㻳䛸㼀㻰㻳䛾㛤Ⓨ㒊㛛䛻䛶ඹ㏻タィ䝋䝣䝖䜢㏻䛨䛶䚸〇ရ䛾ඹྠ㛤Ⓨ䜢ᐇ᪋୰ 䞉㉎㈙䠖㼀㻲㻳䛸㼀㻰㻳䛾ඹྠ㉎㈙䛻䜘䜛䝇䜿䞊䝹䝯䝸䝑䝖䜢ά䛛䛧䛯ཎ౯పῶάື䜢ᐇ᪋୰ 䞉⏕⏘䠖㼀㻲㻳䚸㼀㻰㻳୧♫䛾ᕤሙ䛷䛾䜽䝻䝇䝥䝻䝎䜽䝅䝵䞁䜔┦஫౪⤥యไ䛾ᵓ⠏ 䞉㻯㻿 䠖 ᶓ὾ ᅜ㝿≀ὶ䝉䞁䝍䞊ෆ䛻䛶䚸㼀㻰㻳〇ရ⏝䛾ᶓ὾㒊ရ䝉䞁䝍䞊䜢㛤タ 䝍䝎䝜䛸㻰㼑㼙㼍㼓䛾୧䝤䝷䞁䝗〇ရ䛾䜽䝻

18. Slide 18: TOPICS: New product introduction

    㼀㻻㻼㻵㻯㻿 䡚᪂〇ရ ⤂௓䡚 䕺᪥ᮏᕷሙྥ 䕺໭⡿ᕷሙྥ ᪂ୡ௦䝷䝣䝔䝺䞊䞁䜽䝺䞊䞁 $7;7* *5;// ;/ ;/ ᭱᪂㗦 㧗ᡤసᴗ㌴ Ⓨ኎ ᶵ✀䜢ྠ᫬Ⓨ኎ 䛆᧯సᛶ䛾ྥୖ䛧䛯᪂ᆺ䜻䝱䝤䛇 䛆䜽䝷䝇᭱㛗䝤䞊䝮䜢ᦚ㍕䛇 䛆᪂タィ㠃య䝤䞊䝮䛇 㻔㻳㻾㻙㻝㻜㻜㻜㼄㻸㻸㻙㻠䠅 ᅜ⏘ึ䛾㉸㍍㔞㠃య䝤䞊䝮䜢᥇⏝䚹 ྞ䜚ୖ䛢Ⲵ㔜䝅䝵䞊䝖䝖䞁䞉 ㍍㔞໬䛸䛯䜟䜏䜢ᢚ䛘䜛㧗๛ᛶ䜢୧❧䚹 䜽䝷䝇䛾䝬䝹䝏ఙ⦰䝅䝸䞁䝎䞉 㧗ᙇຊ㗰ᯈ䛾኱᩿㠃䝤䞊䝮䛜䚸ඛ㐍䛾 䝤䞊䝮䛷䛿䚸᭱㛗䛾P䝻䞁䜾 ไᚚᢏ⾡䛸䛸䜒䛻సᴗ䛾ᛌ㐺ᛶ䜢㧗䜑䜛䚹 䝤䞊䝮䜢᥇⏝䚹 䛆䜽䝷䝇᭱኱䛾సᴗ㡿ᇦ䛇 ᭱኱ᆅୖ㧗䠖㻟㻞㻚㻜㼙 ᭱኱సᴗ༙ᚄ䠖㻝㻣㻚㻜

Tadano — Earnings Presentation (January 2025) on 6ix