Panasonic (6752) Investor presentation summary

Management reform and cost structure

• Implemented fixed-cost structure reform, targeting a ¥145B improvement in adjusted operating profit by FY3/27, including a workforce reduction of 12,000 globally and consolidation of over 20 sites.

• Streamlined head office divisions and sales/indirect functions, and eliminated multilayered structures.

Business portfolio and restructuring

• Set clear directions for underperforming businesses, aiming to reduce such businesses to zero by FY3/27.

• Transferred mass production development to China and optimized R&D in Japan for cost efficiency.

• Formed strategic partnerships, such as with YKK, to leverage combined capabilities and drive growth.

Growth strategy and future vision

• Focused on supporting AI infrastructure and social operations as core growth pillars toward 2032.

• Targeted sustainable growth by solving social issues, using energy efficiently, and alleviating labor shortages.