Toshiba Tec (6588) Investor Presentation summary

Progress of business transformation

• Shifted to an asset-light business model, increasing sales per employee by 1.5x and reducing workforce from 20,014 to 15,275 between 2020 and 2025.

• Enhanced profitability through structural reforms, including overseas and European retail business restructuring and establishment of new subsidiaries.

• Expanded global customer base, serving top retailers in Japan, the US, and Europe, and maintaining a strong physical and service network.

• Invested in innovation centers, showrooms, and new platforms like ELERA® and NEXMART 01 GO to drive solution-based growth.

• Leveraged AI and generative AI for data integration, cross-platform collaboration, and new service creation.

Market trends and business strategies

• Domestic retail market faces labor shortages, rising costs, and growing demand for DX and automation, with a projected 10.4% CAGR in retail DX through 2030.

• Overseas retail market is ahead in DX adoption, with a 12.5% CAGR expected, focusing on seamless integration of mobile, e-commerce, and physical stores.

• Collaborations with Kaga Electronics, NTT DOCOMO, and RetailAI aim to enhance product quality, security, and smart store solutions.

• ELERA® platform is central to global strategy, offering modular, AI-powered commerce solutions and expanding rapidly among top global retailers.

• Targeting 50% recurring sales ratio in domestic business by FY2030 through cloud and subscription services.

Technology and AI transformation

• Developed real-time retail data analysis platform with McKinsey and NVIDIA, enabling instant ROI visualization and personalized promotions.

• POS terminals are evolving into intelligence engines, supporting real-time decision-making and continuous learning.

• AI-driven analytics and GPU acceleration have improved recommendation accuracy, speed, and operational efficiency.

• ELERA® 2.0 offers real-time AI, microservices, and modular commerce, supporting automation and advanced analytics.

• Enhanced cybersecurity and network services through partnership with NTT DOCOMO.