Nissan Motor (7201) investor relations material

Strategic vision and technology evolution

• Vision evolves Ambition 2030 into a sharper, actionable guide focused on mobility intelligence for everyday life, emphasizing practical, accessible technology and addressing structural challenges.

• AI-defined vehicles, powered by AI Drive and AI Partner, will deliver adaptive, intuitive, and safe mobility, integrating seamlessly into daily life and expanding autonomous driving capabilities across all segments.

• End-to-end AI and next-gen ProPILOT will enable door-to-door autonomy, with ambitions for eyes-off driving and 90% lineup adoption of AI Drive technologies in the long term.

• Electrification strategy leverages e-POWER hybrid as a bridge to full EVs, advancing battery tech and scaling EVs while maintaining customer choice and regional flexibility, with a commitment to a variety of options including BEVs and PHEVs.

• Vehicles and batteries will connect to broader energy and data ecosystems, enabling new business models in mobility services and energy management.

Portfolio and product strategy

• Model lineup will be streamlined from 56 to 45, focusing on three product families covering over 80% of volume, optimizing investment and accelerating development, with clarity of role for each model and expanded powertrain choices.

• Heartbeat, core, and growth models are prioritized, with heartbeat models like Skyline and Xterra, core models such as X-Trail, Rogue, and Juke EV, and growth models like Elgrand and Sakura.

• Infiniti brand will be revitalized with new models and diverse powertrains, aiming for a distinctive premium experience.

• New brand promise "Dare Beyond" emphasizes challenging the status quo and delivering accessible, character-driven products.

Market positioning and regional strategies

• Lead markets—Japan, U.S., and China—drive performance and global competitiveness, each with tailored strategies for product, technology, and customer expansion.

• Japan will lead in autonomy and mobility services, targeting 550,000 annual sales by FY2030; U.S. aims for 1 million units by FY2030, focusing on SUVs, hybrids, and localization; China targets 1 million units by FY2030, serving as an innovation and export hub.

• Highly valued markets like Mexico and Middle East will accelerate growth through high-value segments and selective sourcing.

• Europe, India, Africa, Oceania, ASEAN, and LATAM have tailored strategies for electrification, market development, and portfolio renewal, including SUV expansion and aggressive product renewal.