Ebara (6361) Investor Day 2026 presentation summary

Long-term vision and financial targets

• Updated long-term vision (E-Vision2035) aims for sustainable growth, targeting over ¥2 trillion in revenue, ROIC above 20%, and ROE above 25% by FY2035, with significant improvements compared to FY2025.

• Business portfolio focuses on three global pillars: Precision & Electronics, Energy, and Building & Industrial, each driving growth in their respective markets.

• E-Plan2028 sets interim targets for FY2028, including revenue of approximately ¥1.2 trillion, operating margin above 14.5%, and continued expansion in global markets.

• Emphasis on balancing economic, social, and environmental value through innovation and solutions addressing decarbonization and societal needs.

• Continuous investment in technology, digital transformation, and global operations to support growth and resilience.

Energy segment strategy and sustainability initiatives

• Energy segment targets 8%+ sales CAGR and 14.5%+ operating margin by FY2028, focusing on LNG, ammonia, hydrogen, CCUS, and sustainable aviation fuel markets.

• Expansion of product lineup for hydrogen, ammonia, and CCUS, leveraging core fluid and cryogenic technologies.

• Major investments in US manufacturing (Junette, PA) to support LNG market growth and electrification, with automation and capacity upgrades completing by 2025.

• Service & Support (S&S) network expansion in the US, Middle East, and Asia to enhance customer proximity and operational efficiency.

• Digital solutions for remote monitoring and predictive maintenance are being commercialized to maximize customer plant uptime and profitability.

Building & industrial segment strategy

• Building & Industrial segment aims for 8%+ sales CAGR and 9%+ operating margin by FY2028, focusing on global market expansion and high-value solutions.

• Shift from product sales to lifecycle service business, leveraging IoT and AI for predictive maintenance and operational efficiency.

• Strategic focus on growth markets such as data centers and semiconductor-related cooling, with advanced chillers and compact, energy-saving pumps.

• Ongoing business structure transformation, including resource reallocation and operational optimization, especially in response to China market trends.

• Emphasis on stable revenue base and synergies across global operations, with a focus on capital efficiency and profitability improvement.