Ricoh Company (7752) Investor presentation summary

Business trajectory

• Strategic direction: defend Office Printing while expanding Functional Printing, Workplace Services, and AI and Digital Transformation.

• Sales CAGR targets: +6% for Commercial and Industrial Printing, +6% for Workplace Services, and -2% for Office Printing.

Office printing and recurring revenue

• MIF strategy focuses on defending the installed base, winning major global accounts, and layering Workplace Services onto existing customer relationships.

• H1 MIF decline rate improved 1% YoY; A3 Color MFP unit sales grew 1% YoY versus a 4% market decline.

• H1 wins included Germany transportation, 8,000 units; US healthcare, 1,600 units; US education, 7,000 units; and a ¥5.5 billion Workplace MPS contract.

• H1 recurring gross profit rose 9% excluding IT Services divestment impact; Workplace Services +7%, Workplace Experience +6%, Commercial and Industrial Printing +12%, and Office Printing +5%.

Workplace services expansion

• Target to double GMA revenue by 2030 through stronger Managed Services capabilities and cross-selling to GMA customers already using MPS.

• Global service offerings include Managed Print Services, Managed AV Services, and Digital Workflow; acquisitions are expanding delivery coverage across regions.