Yamaha (7951) Investor presentation summary

Management vision and strategic direction

• Aims to create a future where individuality shines through sound and music, enhancing corporate value via social value co-creation.

• Focuses on leveraging strengths in sound and music for new value creation and supporting self-expression globally.

• Prioritizes restoring profitability of core businesses to pre-pandemic levels and expanding into adjacent and new business areas.

• Emphasizes aggressive investment in business and market expansion, especially in India and the Philippines.

• Strengthens management foundation through capital efficiency, human capital, and governance.

Business portfolio and growth initiatives

• Pursues growth by improving profitability in core areas like musical instruments and audio equipment.

• Expands into adjacent domains such as mobility, music services, and business solutions.

• Launches new businesses addressing social issues and integrating hardware with digital services.

• Music Connect business leverages technology to enhance music enjoyment and community engagement.

• Targets significant sales growth in priority markets through local production and expanded sales networks.

Innovation, partnerships, and new business development

• Accelerates innovation via open innovation, M&A, and corporate governance.

• Yamaha Music Innovations collaborates with startups, invests in new domains, and launches creator-focused platforms.

• Creator Pass subscription bundles tools for music production, distribution, and monetization, partnering with 21 companies.

• Strategic alliances, such as with i-Pairs Inc., drive expansion in virtual entertainment and 3DCG technology.

• CVC investments and business launches aim for non-incremental growth and synergy with existing businesses.