Panasonic Holdings Corporation · TSE:6752
Panasonic — Merger or Acquisition (April 2021)
16 slides from Panasonic's merger presentation, April 2021
Slide 1: Acquisition of Blue Yonder
Acquisition of Blue Yonder Panasonic Corporation, CEO Yuki Kusumi Become a global leader of solutions for supply chain innovation Management reform for Realization of a enterprise customers sustainable society
Slide 2: Autonomous frontline optimization through data utilization
Gemba Process Business Optimization Standardization Visualization Autonomous frontline optimization through data utilization
Slide 3: Panasonic's Solutions for Supply Chain Transformation
Panasonic’s Solutions for Supply Chain Transformation End-to-end visibility and Autonomous frontline optimization optimization of the supply chain through data utilization Autonomous enhancement of the whole supply chain Panasonic’s Solutions for Supply Chain Transformation End-to-end visibility and
Slide 4: Acquisition of Blue Yonder
Acquisition of Blue Yonder Panasonic Corporation, Representative Director Connected Solutions Company, CEO Yasuyuki Higuchi Overview Acquisition of remaining 80% of shares of Blue Yonder, adding to the 20% Panasonic already holds Blue Yonder Holding, Inc. Target Acquire remaining 80% of shares, comb
Slide 5: Blue Yonder is the World's Largest Supply Chain Software Company
Blue Yonder is the World’s Largest Supply Chain Software Company 76 Countries 3,000Global customers 48 9 65 of Top of Top of Top /100 /10 /100 Manufacturers 3rd party global Retailers logistic companies Customer examples Blue Yonder is the World’s Largest Supply Chain Software Company CAGR (FY20-25)
Slide 6: Blue Yonder's Competitive Advantage
Blue Yonder’s Competitive Advantage Highly competitive as a solutions provider specializing in end-to-end supply chain optimization 3,000 ＋ Global customers 400 ＋ Patents 100 ＋ AI / ML engineers Deep knowledge gained from No.1 intellectual Data scientists & AI / ML experts track record with top prop
Slide 7: Evolution of Gemba Process Innovation Toward an Autonomous Supply Chain
Evolution of Gemba Process Innovation DIGITAL Supply Chain Management Software Collect, Accumulate, Analyze & Utilize Data PHYSICAL MANUFACTURE LOGISTICS RETAIL Solving customers' challenges by acquiring Blue Yonder’s software platform, integrating it with Panasonic’ industrial engineering, edge dev
Slide 8: Realization Of A Sustainable World, A Better World
Realization Of A Sustainable World, A Better World
Slide 9: Financing Plan
Acquisition of Blue Yonder Panasonic Corporation, CFO Hirokazu Umeda Financing Plan Utilizing reserved dollar cash and new financing for financial stability Acquisition funds: US$7.1 billion Financing (Acquisition of additional 80% of shares: $5.6bn; repayment of outstanding debt: $1.5bn) plan T
Slide 10: Capital Allocation
Capital Allocation Capital allocation (forecast) Financing for Acquisition from FY2020 to FY2021 By promoting portfolio optimization and sale of assets, on This acquisition is within the framework of the capital top of generating operating CF, approx. 1 trillion yen excess allocation. Complement cap
Slide 11: Appendix
Panasonic Appendix
Slide 12: Reasoning behind the Acquisition
Reasoning behind the Acquisition Access to customer base, acquire software capabilities, etc. Accelerate transformation of business model and profit structure to recurring revenue Access to customer base (over 3,000 globally) Acquire software capability, development expertise (AI / ML, data anal
Slide 13: Supply Chain Market Trends
Supply Chain Market Trends COVID-19 accelerated structural changes in the supply chain Conventional Supply Chain Modern Supply Chain Onsite or Omni- Manual Cross border AI / ML Last 1 mile Online channel COVID-19 HQ Rise in e-commerce Delivery Factory Rebuild global supply chains Consumer Factory Wa
Slide 14: Blue Yonder Financial Indicators
Blue Yonder Financial Indicators Top Level KPIs for Software Company Succeeded in solving problems and creating value for customers under the leadership of CEO Girish Rishi Smooth transition from on-premise to SaaS model to meet customer needs $1BN+ 67% 54% Total Revenue Recurring Revenue Ratio YoY
Slide 15: Synergistic Effects Seen through Joint Efforts after 20% Acquisition
Synergistic Effects Seen through Joint Efforts after 20% Acquisition Convinced that the need for supply chain reform will increase after seeing competitive advantage of business combining Gemba Process and Blue Yonder Manufacture Logisitics Retail Production planning / supply planning Ordering plan
Slide 16: Realizing the Autonomous Supply Chain
Realizing the Autonomous Supply Chain™ Sensors Production equip. Cameras AI electronic Parts / Stock status price tags Production instruction Product sales info Production status Robotics Dynamic pricing Robotics AI / Machine Production line status Learning Handheld devices Store stock status Real t
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