Suzuki Motor (7269) Investor presentation summary

Business overview and market trends

• Achieved record production of 2.1 million units in FY24-25, with cumulative output reaching 30 million units by March 2024.

• Maintains a leading market share of over 40% in India's passenger car market, with strong growth in compact and SUV segments.

• Rising middle-income households and a young population are driving increased vehicle demand and consumption.

• Vehicle ownership in India remains low compared to developed markets, indicating significant growth potential.

• Product lineup spans mini, compact, SUV, MUV, BEV, and commercial vehicles, with a broad price ladder to target diverse customer segments.

Strategic direction and growth initiatives

• Pursuing a multi-pathway strategy for carbon neutrality, including BEV, HEV, CNG, and biogas vehicles.

• Expanding production capacity to around 4 million units annually, with new plants and capacity additions planned.

• Strengthening sales network with over 4,400 outlets and tailored regional strategies, including digital and metaverse sales tools.

• Focused on capturing first-time buyers, especially after GST reforms reduced vehicle prices and increased affordability.

• Aggressively expanding SUV lineup, with recent launches boosting market share and further models planned.

Financial performance and regulatory environment

• Net sales reached INR 1,451.1 billion and operating profit INR 145.5 billion for 9M FY25-26, reflecting robust growth.

• GST reforms in September 2025 led to lower vehicle prices and increased sales, particularly among first-time buyers.

• Domestic wholesales grew 3.8% year-on-year, with the Indian automotive market reaching a record 5.14 million units.