Sumitomo Rubber Industries (5110) Investor presentation summary

Strategic vision and roadmap

• Aims to deliver new experience value from rubber by 2035, focusing on premiumization and innovation in tyre technology.

• Plans to strengthen the DUNLOP brand, expand growth businesses, and achieve a sustainable business structure by 2035.

• Targets business profit margin improvement through premium product expansion and structural reforms.

Growth strategies and premiumization

• Expanding premium tyre products globally, with a goal to increase premium product ratio from 47% in 2025 to 60% by 2030.

• Launching new products like SYNCHRO WEATHER and BLUE RESPONSE, targeting North America, Europe, and Australia.

• Strengthening market presence through dealer engagement, awareness campaigns, and technological innovation such as ACTIVE TREAD.

Regional market initiatives

• In Japan, SYNCHRO WEATHER sales aim to establish the all-season category and reach 1 million units.

• In Europe, leveraging FALKEN and GOODYEAR channels to accelerate DUNLOP sales and launch new products.

• In North America, expanding DUNLOP and FALKEN offerings, focusing on 4x4 and off-road segments, and building automaker partnerships.