Yuasa Trading (8074) Investor presentation summary

Vision and strategic direction

• Announced a new long-term vision, "YUASA vision 370," and mid-term plan, "Reborn 2031," aiming for proactive growth and value creation by the 400th anniversary.

• Emphasizes evolving beyond traditional trading, focusing on global expansion, product development, and solution proposals.

• The new corporate name and branding reflect a commitment to flexibility, global standards, and the "power to connect."

• Vision centers on empowering society through connection and cultivating employee creativity to address social challenges.

Review of previous vision and ongoing challenges

• Financial base and capital efficiency remain strong but require further improvement, especially overseas.

• Need to enhance group synergy, speed up functional development, and diversify business models.

• Labor shortages, high costs, and market uncertainty are significant external challenges.

• Calls for breaking away from reliance on individual know-how and promoting diversity and organizational reform.

New long-term and mid-term targets

• Targets for FY2030: ordinary profit of ¥20B+, ROIC 8%+, overseas net sales ¥40B+.

• FY2035 goals: ordinary profit ¥30B+, ROIC 10%+, overseas net sales ¥100B+.

• Shifted KPI focus from ROE to ROIC and from overseas transaction volume to overseas net sales.