Panasonic Holdings Corporation · TSE:6752

Panasonic — Investor Presentation (November 2024)

9 slides from Panasonic's investor presentation, Nov 27, 2024

  1. Slide 1: Lifestyle Segment Business Strategy Briefing

    Lifestyle Segment Business Strategy Briefing Masahiro Shinada, CEO Panasonic Corporation November 27, 2024 Notes: 1. This is an English translation from the original presentation in Japanese. 2. In this presentation, “Fiscal 2025” or “FY3/25” refers to the year ending March 31, 2025. Panasonic Corpo

  2. Slide 2: Today’s agenda

    Today’s agenda Opening Remarks Panasonic Corporation Masahiro Shinada, CEO Strategy briefing Cold Chain Solutions Company Eiichi Katayama, President by (CCS) Divisional Heating & Ventilation Company Eiichi Katayama, President A/C Company (HVAC) CCS/HVAC Eiichi Katayama, President Q&A Overall Lifesty

  3. Slide 3: Lifestyle Segment: FY3/25 Full-year Profit Forecast

    Lifestyle Segment: FY3/25 Full-year Profit Forecast Profit decreased YoY particlurly in LAS and HVAC in 1H, but overall profit is expected to turn to YoY increase in 2H. As a result, full-year forecast is expected to be achived. Adjusted OP: +28 -29 +6 (Yen: 100M) +112 -74 CCS EW Other FY3/24 FY3/25

  4. Slide 4: LAS: FY3/25 2H Forecast

    LAS: FY3/25 2H Forecast Aim to increase profit by 9.3 billion yen YoY in 2H through increasing market share, rationalization and improvement in businesses with issues, as a result of continuous efforts that have been made Adjusted OP: 1H 2H (Yen: 100M) 163 (-74 YoY) with 4.0% OPM 337 (+93 YoY) with

  5. Slide 5: LAS: Profitability Improvement of Consumer Electronics in Japan

    LAS: Profitablity Improvement of Consumer Electronics in Japan AOP: YoY change in FY3/25 Market share: Drum-type washing machines Microwave ovens Shavers 1H 2H FY3/25 1H Consumer electronics +2.7% +1.5% +5.1% FX impact/ (White goods) in Japan* (1) Increased market Increased Increased FX impact/ shar

  6. Slide 6: HVAC: FY3/25 2H Forecast

    HVAC: FY3/25 2H Forecast In 2H, sales of A2W is expected to turn around with improved profitability. Also, sales of such products as RAC and Engineering/Devices is expected to improve 1H: -89 (YoY) 2H: +112 (YoY) Adjusted OP: RAC/CAC/IAQ FY3/25 (Yen: 100M) Engineering/ FY3/24 Devices, etc. Forecast

  7. Slide 7: Toward the Next Medium Term

    Toward the Next Medium Term Aim to achieve improved profitability through management reforms in FY3/25 2H LAS: OPM is expected approx. 7% in 2H with improvement in businesses with issues HVAC： A2W business is expected to improve with effect of reduced distribution inventory as well as to be strength

  8. Slide 8: Panasonic Corporation

    Panasonic Corporation 7 © 2024 Panasonic Corporation, All Rights Reserved.

  9. Slide 9: 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,

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