Toyoda Gosei
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Toyoda Gosei (7282) investor relations material

Toyoda Gosei Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary23 Mar, 2026

FY2025 and FY2030 financial targets

  • Revenue forecast for FY2025 is ¥1.14T, with an operating profit margin of 6.1% and ROE of 9.7%.

  • FY2030 targets are revenue of ¥1.2T, operating profit of ¥100B, 8% margin, and 10% ROE.

  • Exchange rate assumptions shift from ¥111/USD in FY2017 to ¥149/USD in FY2025.

Strategic pillars and business reforms

  • Profitability foundation built on innovation, market expansion, and improved manufacturing.

  • Focus on high-profit product lineup and technology scouting.

  • Strategic shift to Americas and India, expanding sales to non-Toyota customers.

  • Restructuring unprofitable businesses and refining investment standards.

Business portfolio and regional strategy

  • Portfolio restructuring to balance social and economic value, targeting growth in safety systems, interiors/exteriors, and materials.

  • Asset efficiency improvements in key businesses and regions, especially Americas and India.

  • Structural reforms in China, Europe, and Africa, with resource allocation to priority regions.

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Q4 202624 Apr, 2026
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