Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Day (June 2026)
12 slides from Panasonic's investor day presentation, Jun 8, 2026
Slide 1: Panasonic Group Investor Day 2026: Energy Storage Systems for Data Centers
Panasonic Group Investor Day 2026 Energy Storage Systems for Data Centers (DCs) June 8, 2026 Kazuo Tadanobu, President and CEO Panasonic Energy Co., Ltd. Notes: 1. This is an English translation from the original presentation in Japanese. 2. In this presentation, “FY3/27” refers to the fiscal year e
Slide 2: Agenda
Agenda 1. Panasonic Energy: Overview and Strategic Direction of New Medium-term Plan 2. Energy Storage Systems for Data Centers: Business Overview and Progress © 2026 Panasonic ENERGY , All Rights Reserved. 1
Slide 3: Overview and New Medium-term Plan
Overview and New Medium-term Plan • Leveraging the management resources built over time, entering a new medium-term phase of achieving both sales and profit growth • Steadily transform the business portfolio in response to market trends focusing on green (EV) and digital (DC) technologies [Changes i
Slide 4: Agenda
Agenda 1. Panasonic Energy: Overview and Strategic Direction of New Medium-term Plan 2. Energy Storage Systems for Data Centers: Business Overview and Progress © 2026 Panasonic ENERGY , All Rights Reserved. 3
Slide 5: Market Environment Overview
Market Environment Overview • Amid accelerating generative AI-driven market growth, demand for advanced power solutions is increasing in response to rising power consumption DC market/customer trends Changes in industry needs - Real-world implementation/monetization of generative - Optimization of p
Slide 6: Our Vision (re-cap)
Our Vision (re-cap) • Evolving our unique strengths to maximize value through “solution capabilities” and supply capacity Our vision Unique strengths to fulfill our vision Becoming a DC power solutions provider 1. Strong relationships with industry leaders (track record and trust) 2. Ability to prop
Slide 7: New Medium-term Plan and Key Initiatives
New Medium-term Plan and Key Initiatives • Executing investment to achieve approx.1 trillion yen in sales in FY3/29 and enable sustainable growth going forward Medium-term Sales Plan Investment Plan - Further growth to be driven by next-generation products, in addition - Consistent investments to be
Slide 8: Key Initiatives (1) Establish a Supply System
Key Initiatives (1) Establish a Supply System • Accelerating North America-based supply chain, in addition to Japan, to deliver quantity (scale) and quality (flexibility) • • Meet fast-growing demand through effective use of existing facilities, including those for In-vehicle applications Formulatin
Slide 9: Key Initiatives (2) Strengthen Proposal and Development Capabilities for the Next Generation
Key Initiatives (2) Strengthen Proposal and Development Capabilities for the Next Generation • Delivering new solutions timely through the integrated capability of evolving devices and systems System Device Proactive development Integrated model for solutions Co-creating functions and specifications
Slide 10: Financial Targets (Energy Storage Systems for DCs)
Financial Targets (Energy Storage Systems for DCs) • Driving disciplined execution of the medium-term plan and delivering long-term growth through key initiatives Financial targets for FY3/29 ⚫ Business scale for energy storage systems for DCs Sales Further growth (billion yen) through next- generat
Slide 11: Panasonic ENERGY
Panasonic ENERGY Be the energy that shapes the future.
Slide 12: 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,