Alps Alpine (6770) Investor Day 2026 presentation summary

Progress of Mid-Term Management Plan 2027

• Despite environmental changes, progress is generally on track, focusing on high-value products, digital cabin integration, and phasing out unprofitable lines.

• Strategic investments total ¥245 billion through FY2028, with emphasis on sensors, software, and human capital.

• Profitability is improving via cost reductions, labor-saving, and consolidation of production sites.

• ROE target of 10% by FY2027 and PBR of 1x by FY2026 are maintained.

• V-shaped recovery in sales and operating income, with FY2027 sales projected at ¥1,085 billion and operating income at ¥67.5 billion.

Business Segment Strategies

• Component segment targets growth in automotive and mobile, leveraging core technologies and expanding in China and India.

• Sensor & Communication segment shifts focus from automotive to mobile, industrial, and consumer markets, with new products like millimeter-wave sensors and digital keys.

• Mobility segment emphasizes digital cabins, high-value products, and reducing unprofitable lines, with profitability supported by structural reforms and cost optimization.

Growth Scenarios Beyond 2027

• Vision 2035 centers on multimodal sensing, AI fusion, and human-machine interface leadership.

• Targeting ¥300 billion in sensor sector sales by FY2035, with new products in safety, health, and intuitive control.

• Focus on social value creation, including preventive safety, human assistance, and environmental sustainability.