EIZO (6737) Investor presentation summary

Strategy and growth priorities

• Focus on safety, healthcare and critical infrastructure, delivering reliable imaging, customized solutions, and long-term lifecycle support for customer decision-making.

• Direct investment toward healthcare surgery and treatment, security and surveillance, and defense; optimize core markets for sustainable profit and streamline B&P and Creative Work to improve profitability.

• Expand EVS imaging solutions, global video transmission and recording, regional system businesses, and software capabilities; pursue potential M&A and invest in people and sustainability.

Financial targets and market mix

• FY2029 net sales target ¥94.0bn versus FY2026 plan ¥85.0bn, up ¥9.0bn or 10.6%; operating profit target ¥8.0bn versus ¥3.3bn, up ¥4.7bn or 142.4%.

• FY2029 operating margin target 8.5% versus FY2026 plan 3.9%; net income target ¥11.0bn versus ¥6.5bn, including gains on investment-security sales; ROE target 8.0% versus FY2025 actual 5.6%.

• FY2029 sales targets: healthcare ¥43.2bn, V&S ¥23.8bn, B&P/Creative Work ¥18.6bn, and amusement ¥8.4bn, compared with FY2026 plans of ¥37.8bn, ¥15.7bn, ¥20.9bn, and ¥10.6bn, respectively.

Segment strategies

• Healthcare targets ¥43.2bn sales in FY2029; priorities include AI-enabled quality control, digital pathology, software and services, broader surgical-monitor offerings, OR imaging integration, and stronger North American, Chinese, and Indian sales.

• V&S targets ¥23.8bn sales in FY2029; invest in R&D, technical sales, and global reach, commercialize AI-enabled imaging, expand SI partnerships, and strengthen regional sales and service networks.

• B&P/Creative Work targets ¥18.6bn sales in FY2029; focus on high-value products, TCO and sustainability value, lineup optimization, stronger target-market focus, and advanced imaging and color-management solutions.

• Amusement targets ¥8.4bn sales in FY2029; shift from unit-volume dependence to value creation, using integrated hardware and software capabilities to support earnings as the market gradually contracts.