Panasonic Holdings Corporation · TSE:6752
Panasonic — Investor Day (December 2025)
16 slides from Panasonic's investor day presentation, Dec 2, 2025
Slide 1: Growth and Reform of the Electrical Construction Materials Business
Panasonic Group IR Day 2025 Growth and Reform of the Electrical Construction Materials Business December 2, 2025 Kiyoshi Otaki, President Electric Works Company, Panasonic Corporation
Slide 2: Agenda
Agenda 1. Business Environments and Direction 2. Growth Strategies (Overseas) 3. Solution Strategies (Japan) 4. Management target © 2025 Electric Works Company, Panasonic Corporation , All Rights Reserved. 2
Slide 3: Business Overview (1/2)
Business Overview (1/2) Japan: 4 factories, 76 sales offices, and 34 affiliated companies (manufacturing: 12, sales and Number of sites other: 22) Overseas: 16 affiliated companies (sales in 101 countries and regions) Number of 31,000 people (Japan/non-consolidated: 9,000, Japan/consolidated: 10,000
Slide 4: Business Overview (2/2)
Business Overview (2/2) Drive sustainable growth by leveraging our market position in lighting and electrical construction materials Business area Medium-Term Strategy Progress Delivery/ Planning R&D Manufacturing Proposal Maintenance Construction Sales in Japan (Billions of yen) 787.8 In-house Coll
Slide 5: Market Overview: Japan and India
Market Overview: Japan and India In Japan, the market size is expected to remain relatively stable, but demand for spatial value will increase. The Indian market is expected to expand considerably Electrical construction materials, Japan Electrical construction materials, overseas (India) The number
Slide 6: Business Direction
Business Direction Improve profitability in Japan and increase sales overseas Profit pool Sales growth Profitability improvement FY3/25 (strengthen market position) (business structure reform) (Shaded) AOP ratio FY3/31 Solutions (Bold line) Electrical construction Sales Electrical construction mater
Slide 7: Agenda
Agenda 1. Business Environments and Direction 2. Growth Strategies (Overseas) 3. Solution Strategies (Japan) 4. Management target © 2025 Electric Works Company, Panasonic Corporation , All Rights Reserved. 7
Slide 8: Outlook for Business Growth in India
Outlook for Business Growth in India Aim to double sales by 2030 and establish a strong market position Sales of Panasonic Electric Works India (Billions of yen; INR 1.0 = JPY 1.7) KSF (key success factors) Sales network Supply Product 200 capability competitiveness Retail distribution networks, Qua
Slide 9: Examples of Projects
Examples of Projects Increase our presence in the expanding projects market by leveraging our strengths in the commercial market Buildings (e.g., condominiums, hospitals, offices) Stadiums (e.g., cricket grounds) Hiranandani Empress Hill Haldwani Stadium (Uttarakhand) Lilavati Hospital & Research Ce
Slide 10: Agenda
Agenda 1. Business Environments and Direction 2. Growth Strategies (Overseas) 3. Solution Strategies (Japan) 4. Management target © 2025 Electric Works Company, Panasonic Corporation , All Rights Reserved. 10
Slide 11: Electrical Construction Materials in Japan: Profitability Enhancement
Electrical Construction Materials in Japan: Profitability Enhancement Enhance building LTV primarily through building connectivity solutions Total value generated by a building over its lifetime Building LTV Definition: Our offered value: Provide optimal solutions (economic rationality and asset val
Slide 12: Strategies for Electrical construction materials, Japan: Examples
Strategies for Electrical construction materials, Japan: Examples Increase customer traffic and occupancy rate by enhancing product connectivity Offices Sports and entertainment Shiga Electrical Construction Materials Sales Office TOYOTA ARENA TOKYO Proposed an automatic control solution for lightin
Slide 13: Agenda
Agenda 1. Business Environments and Direction 2. Growth Strategies (Overseas) 3. Solution Strategies (Japan) 4. Management target © 2025 Electric Works Company, Panasonic Corporation , All Rights Reserved. 13
Slide 14: Management target
Management target Drive sustained growth by increasing overseas sales of electrical construction materials and expanding the share of solution sales in Japan AOP KPI *１ (Billions of yen) Sales 1,004.5 1,095.0 Overseas sales ratio FY3/25: 23% FY3/31: 35% 7.6% Overseas Sales in India 5.2% *AOP ratio F
Slide 15: Panasonic
Panasonic
Slide 16: 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,