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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.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.
- Revenue and profit surged, guidance was raised, and a major acquisition was completed.7282
Q3 20263 Feb 2026 - Profit and revenue surged, guidance raised, and a major acquisition was finalized.7282
Q2 202631 Oct 2025 - Operating profit and net income rose despite lower revenue, with steady guidance maintained.7282
Q1 202631 Jul 2025 - Revenue and profit fell, but India outperformed; full-year guidance unchanged.7282
Q2 202513 Jun 2025 - Profit and revenue rose on forex gains and Americas/India strength; outlook unchanged.7282
Q1 202513 Jun 2025 - Sales and profits fell, but India and BEV investments remain growth pillars.7282
Q4 20256 Jun 2025 - Profit and revenue fell on lower volumes, but India delivered robust growth.7282
Q3 20255 Jun 2025
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