Yakult Honsha Co., Ltd. · TSE:2267
Yakult Honsha — Investor Presentation (March 2007)
25 slides from Yakult Honsha's investor presentation, March 2007
Slide 1: Yakult
Yakult SFE ORE RS ISSUT
Slide 2: Business results summary (consolidated), fiscal year ended March 2007
ᐔᚑ䋱䋹ᐕ䋳ᦼ ᬺ❣ⷐ䋨ㅪ⚿䋩 䋨࿑䋲䋩 ᲢҥˮႊɢόᲣ ታ❣ ೨ᐕᲧ ⊒୯Ყ ᄁ 㜞 273,099 102.0 % 100.0% ༡ᬺ⋉ 23,893 109.8 % 103.9% ⚻Ᏹ⋉ 33,607 105.7 % 101.8% ᒰᦼ⚐⋉ 14,805 102.5 % 92.5%
Slide 3: | & as = = AS ANS Aken
| & as = = 4 AS ANS 5 Aken Nee aie re beaeg mes Cinder i seemcinetne Cab ote Cel HER) PES CREE TA Sie Ea oes a SOLIS RSH oe Boe ee ais SEER cos AGEN RID OXoulAte Rente* ayers. ee andere teen rr ay Ree ae ee valle saxiae ad te aoe RG Se ARI BY at Lhe Lo teen i ‘et Wee EEA SHB EEE" ? Srv hose Sick asa
Slide 4: Yakult international convention, 2005 Tokyo
䊟䉪䊦䊃࿖㓙ᄢળ㽲 䋨࿑䋴䋩 䋲䋰䋰䋵ᐕ ᧲੩䇸ᱞ㙚䇹 䉴䊪䊨䊷䉵ㆬᚻᜦ
Slide 5: Yakult international convention, 2005 Tokyo finale
䊟䉪䊦䊃࿖㓙ᄢળ㽳 䋨࿑䋵䋩 䋲䋰䋰䋵ᐕ ᧲੩䇸ᱞ㙚䇹 䊐䉞䊅䊷䊧
Slide 6: Consolidated sales companies (26 companies)
ㅪ⚿ኻ⽎⽼ᄁળ␠䋨䋲䋶␠䋩 䋨࿑䋶䋩 ർᶏ ዊᮻ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᧲ ᶏ ฬฎደ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ർർᶏ䍲䍖䍷䍢⽼ᄁ㩿ᩣ䋩 ർ 㒽 ਃᴡ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᧲ ർ ችၔਛᄩ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ਃ㊀䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 㑐 ᧲ ජ⪲ਛᄩ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ⍹Ꮉ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᧲ ੩ ᧲ㇺ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ㄭ ⇰ ᄢ㒋䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᄙ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᴰᎺ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ਛᄩ᧲੩䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ጊ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ⋧ᱞ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 㒋䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ਛ ㇱ ᣂẟ䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ਛ ࿖ ⧓䍲䍖䍷䍢⽼ᄁ㩿ᩣ㪀 ᧲ ᶏ 㩿ᩣ㪀䍲䍖䍷䍢᧲ᶏ䍬䍎䍷䍡䍼
Slide 7: Equipment investment plan for dairy product factories
ຠᎿ႐䈮䈍䈔䉎⸳ᛩ⾗⸘↹ 䋨࿑䋷䋩 䃩䋲䋰䋱䋲ᐕᐲ䉁䈪䈮䇮䋱䋱Ꮏ႐䈻 䃩ᛩ⾗✚㗵䋳䋰䋰ం 䋲䋰䋰䋷ᐕᐲਛ䈮䋱䋴Ꮏ႐䈻⒖ⴕ 䋲䋰䋰䋸ᐕᐲ䉁䈪䈱ᛩ⾗㗵䋱䋹䋱ం 䇼㪇㪎䋮㪋㩷㐽㎮䇽 ᧅᏻᎿ႐ 䇼㪇㪎䋮㪊㩷⒖ォ䊶ᣂᎿ႐ᑪ⸳㩿Ⓙേ䋩䇽 ጤᚻ䍲䍖䍷䍢Ꮏ႐ 䇼㪇㪎䋮㪏㩷㐽㎮䋨੍ቯ䋩䇽 ർ㒽䍲䍖䍷䍢Ꮏ႐ 䇼㪇㪐䋮㪋㩷ᣂ↢↥ᑪ⸳䋨੍ቯ䋩䇽 ፉᎿ႐ 䇼㪇㪎䋮㪌㩷㐽㎮䇽 ጟጊ䍲䍖䍷䍢Ꮏ႐ 䇼㪇㪎䋮㪊㩷ᣂ↢↥㩿Ⓙേ㪀䇽 䇼㪇㪍䋮㪏㩷↢↥䊤䉟䊮Ⴧ⸳䇽 ⨙ၔᎿ႐ ጟ䍲䍖䍷䍢Ꮏ႐ 䇼㪇㪎䋮㪋㩷㐽㎮䇽㸢䋨ൻ♆ຠኾ↪Ꮏ႐䋩 ⮮ᴛᎿ႐ 䇼㪇㪍䋮㪐㩷㐽㎮䇽 㐳ፒ䍲䍖䍷䍢Ꮏ႐ 䇼㪇㪏䋮㪊㩷↢↥Ⴧᡷ▽䋨੍
Slide 8: Yakult
EVI IVE LI (FLY) Yakult (28)
Slide 9: Yakult Healthcare: cosmetics
䊟䉪䊦䊃䊎䊠䊷䊁䉞䉣䊮䉴 䋨࿑䋹䋩 䉦䉡䊮䉶䊥䊮䉫㘑᥊ 䊌䊤䊎䉥䉲䊥䊷䉵ㅴൻဳ
Slide 10: Anticancer drugs Campto and Elplat
᛫䈏䉖䇸䉦䊮䊒䊃ᵈ䇹䈫䇸䉣䊦䊒䊤䉾䊃䇹 䋨࿑䋱䋰䋩 䉦䊮䊒䊃ᵈ 䉣䊦䊒䊤䉾䊃
Slide 11: Development code IHL-305 (liposome)
㐿⊒䉮䊷䊄䇸䌉䌈䌌㪄㪊㪇㪌䇹 䋨࿑䋱䋱䋩 䉟䊥䊉䊁䉦䊮 IHL-305 䊥䊘䉸䊷䊛
Slide 12: Development code YHI-501 (sobrerodin)
㐿⊒䉮䊷䊄䇸䌙䌈䌉㪄䋵䋰䋱䇹䋨䉸䊑䊥䊄䉼䊮䋩 䋨࿑䋱䋲䋩 N NH N NH N O O O CH3O O CH3 O ⣲≌ⴊ▤⚦⢩ ⣲≌⚦⢩ 䉼䊠䊑䊥䊮䈮⚿ว䈚䇮 ᓸዊ▤Ⱞ⊕⾰䈱㊀ว䉕 㒖ኂ䈜䉎 ㆬᛯ⊛䈭⣲≌ⴊᵹㆤᢿ↪䉕␜䈚䇮䈏䉖⚵❱ 䈻䈱ᩕ㙃ଏ⛎䉕ᢿ䈧䈖䈫䈮䉋䉍ᐢ▸࿐䈱⣲≌ უᱫ䉕⺃⊒䈜䉎
Slide 13: Yakult Danone India factory
4YUEO AY FLGIA-T ER Yakult YAKULT DANONE INDIA FACTORY B
Slide 14: India 1: factory location
䉟 䊮 䊄㽳 䉟䊮䊄Ꮏ႐ᚲ⟎ 䋨࿑䋱䋴䋩 Ꮏ႐ᚲ⟎ 䋨䊊䊥䉝䊅Ꮊ䋩 䋨䊂䊥䊷䋩
Slide 15: India 2: factory construction status
䉟 䊮 䊄㽴 䉟䊮䊄Ꮏ႐䈱ᑪ⸳⁁ᴫ 䋨࿑䋱䋵䋩 ോᱜ㕙䉋䉍 ോᱜ㕙䉋䉍 ㅧධ᧲ ㅧධ᧲ 䋨ᐔᚑ㪈㪐ᐕ䋴㪀
Slide 16: AkKF LO Akt LLiB44A-VE
AkKF LO Akt LLiB44A-VE (B16) | qT 1 Hy pu |
Slide 17: Vietnam 1: factory location
䊔䊃䊅䊛㽳 䊔䊃䊅䊛Ꮏ႐ᚲ⟎ 䋨࿑䋱䋷䋩 Ꮏ႐ᚲ⟎ 䋨䊎䊮䉹䉤䊮⋭䋩 䋨䊖䊷䉼䊚䊮䋩
Slide 18: Vietnam 2: factory construction status
䊔䊃䊅䊛㽴 䊔䊃䊅䊛Ꮏ႐䈱ᑪ⸳⁁ᴫ 䋨࿑䋱䋸䋩 䋨ᐔᚑ䋱䋹ᐕ䋴䋸ᣣ䋩
Slide 19: China 1: Beijing Yakult
ਛ࿖㽲 ർ੩䊟䉪䊦䊃 䋨࿑䋱䋹䋩 ㉿ገ䉶䊮䉺䊷䋨䋲䋰䋰䋷ᐕ䋳䋩
Slide 20: China 2: Guangzhou Yakult
ਛ࿖㽳 ᐢᎺ䊟䉪䊦䊃 䋨࿑䋲䋰䋩 䈍ዯ䈔㘑᥊ ೨ㅴ䉶䊮䉺䊷䋨䋲䋰䋰䋷ᐕ䋳䋩
Slide 21: China 3: Guangzhou Yakult factory
ਛ࿖㽴 ᐢᎺ䊟䉪䊦䊃 䋨࿑䋲䋱䋩 ᐢᎺ䊟䉪䊦䊃Ꮏ႐䋨䋲䋰䋰䋷ᐕ䋳䋩
Slide 22: America (California): Hispanic supermarket Northgate
䉝䊜䊥䉦 䋨䉦䊥䊐䉤䊦䊆䉝Ꮊ䋩 䋨࿑䋲䋲䋩 䊍䉴䊌䊆䉾䉪♽䉴䊷䊌䊷 䇸䊉䊷䉴䉭䊷䊃䇹䋨䋲䋰䋰䋷ᐕ䋲䋩
Slide 23: YIF-SCAN: Yakult Intestinal Flora Scan
䌙䌉䌆㵥䌓䌃䌁䌎䈱ቢᚑ䈫ᛛⴚଏਈ 䋨࿑䋲䋳䋩 ᦨᣂ䈱⣺ౝ䊐䊨䊷䊤⸃ᨆ䉲䉴䊁䊛䈱ቢᚑ 䌙䌉䌆-䌓䌃䌁䌎 䇴Yakult Intestinal Flora Scan䇵 䃂ቯ㊂⊛䌒䌔㵥䌐䌃䌒ᴺ䋨⚦⩶䈏ᜬ䈧․ᓽ⊛ㆮવሶ䉕⋡ශ䈮䈚䈩⸃ᨆ 䈜䉎ᣇᴺ䇯䋩 䃂ᓥ᧪䈱⸃ᨆᣇᴺ䋨ၭ㙃ᴺ䋩䈪䇮৻ੱ䈱⎇ⓥຬ䈏䋱ᐕ䈎䈎䉎ಽ㊂䈱 ⸃ᨆ䉕䋳ᣣ䈪น⢻䈫䈜䉎䇯 䉻䊉䊮␠䈻䈱ᛛⴚଏਈ 䃂䍞䍼䍧䍻␠䈱䍞䍼䍤䍒䍷䍃䍔䍵䍝䍎䍃䍶䍙䍎䍟䍜䍻䍞䍎䈮YIF㵥SCAN䉕⸳⟎ 䃂ᒰ␠⎇ⓥຬ䈱ᵷ㆜ ⣺ౝ䊐䊨䊷䊤⸃ᨆᴺ䈱⇇ᮡḰ䉕ⷞ㊁䈮䉏䈢ห⎇ⓥ
Slide 24: Flow of the YIF-SCAN intestinal flora analysis system
⣺ౝ䊐䊨䊷䊤⸃ᨆ䉲䉴䊁䊛䇸䌙䌉䌆㵥䌓䌃䌁䌎䇹䈱ᵹ䉏 䋨࿑䋲䋴䋩 䊥䉝䊦䉺䉟䊛䌐䌃䌒ⵝ⟎ ⹜⮎ಽᵈⵝ⟎ 㪘㪙㩷㪎㪐㪇㪇㪟㪫㩷㫉㪼㪸㫃㪄㫋㫀㫄㪼㩷 䌒䌎䌁/䌄䌎䌁ⵝ⟎ 㪟㪸㫄㫀㫃㫋㫆㫅㩷㪤㫀㪺㫉㫆㫃㪸㪹 㪪㪫㪘㪩㫃㪼㫋 㪧㪚㪩㩷㫊㫐㫊㫋㪼㫄㩷 ․ 㽳 㽲 ᄢ 㽴 㽷 ․ቯ 㽳Ꮧ 乫 㽲⒊ 㽵 ᄢଢ 㽴乫 㽶 㽷⩶ 乫乭 㽵乫 乫 㽶丩 乫乭 乭䵏 乭䵏 ቯ⩶ ଢ䷴ 乫乧 Ꮧ㉼ ⒊㊂ 丩䷡ 乫乧 ⩶ᢙ 䵏 䵏 乩 乧乚 ⩶⟲ 乩乜 乩 ䷴丱 乩乜 ䷡个 乧乚 ㉼丵 ㊂ ᢙ▚ 乚䶗 乜乫 乜乫 乚 个䷾ ⟲⩶ 丱世 丵 ▚ 䶗䷔ 乫⹜ 乫 ䷾䷣ Ộ 世个 ⹜⮎ ䷔䶿 ⩶⒳ ䷣丟
Slide 25: Strategic alliance with Danone overseas
䉻䊉䊮␠䈫䈱ᶏᄖ䈮䈍䈔䉎ᚢ⇛ឭ៤䈮䈧䈇䈩 䋨࿑䋲䋵䋩 䋳䈧䈱ಽ㊁ 䋱.วᑯᬺ 䊶 ਔ␠䈏ᧂㅴ䈱࿖䈪䊟䉪䊦䊃䉕ㅧ䊶⽼ᄁ 䋺䉟䊮䊄䇮䊔䊃䊅䊛 䋲.ਔ␠ᬺㆇ༡䈱䉲䊅䉳䊷 䊶 ຠ䈱ห㈩ㅍ䇮ᐢ๔ትવ䈱䈢䉄䈱䊜䊂䉞䉝ห⾼䇮 ේ᧚ᢱ䈱ห⺞㆐╬䈱ᬌ⸛ 䋳.䉫䊨䊷䊋䊦䊶䊒䊨䊋䉟䉥䊁䉞䉪䉴ᆔຬળ䈱ᵴേ 䊶 䉝䊜䊥䉦䇮䉟䊮䊄䈮䈍䈔䉎䊒䊨䊋䉟䉥䊁䉞䉪䉴⊒ᵴേ 䊶 ⎇ⓥຬ䈱⋧ᵷ㆜