YASKAWA Electric (6506) Investor presentation summary

Review of previous mid-term plan and key achievements

• Financial targets under "Realize 25" were not fully met, with revenue and operating profit below expectations.

• Achievements included expansion of i³-Mechatronics, large-scale US investment, and entry into medical and agricultural automation.

• Challenges identified: limited i³-Mechatronics deployment, loss of market share, and need for advanced AI robotics products.

Vision 2035 and strategic positioning

• Long-term goal is to contribute to sustainable social development through mechatronics innovation.

• "Dash 35" (FY2026–2029) is positioned as a phase to maximize profitability and create new markets for Physical AI.

• Focus areas include automation, Physical AI, and expansion into new mechatronics applications.

Financial targets and capital strategy

• FY2029 targets: revenue ¥650B, operating profit ¥100B, and operating profit margin 15.4%.

• Segment targets: Motion Control revenue ¥300B, Robotics ¥290B, System Engineering ¥40B by FY2029.

• ROE target of 12%+ and ROIC of 11%+ by FY2029; cumulative investments of ¥250B planned.