松下（Panasonic）：2024松下生活方式板块部分业务战略简报（英文版）（9页）.pdf

1、PanasonicCorporation 0 2024 Panasonic Corporation,All Rights Reserved.Masahiro Shinada,CEONovember 27,2024Panasonic CorporationLifestyle SegmentBusiness Strategy BriefingNotes:1.This is an English translation from the original presentation in Japanese.2.In this presentation,“Fiscal 2025”or“FY3/25”re

2、fers to the year ending March 31,2025.Panasonic Corporation 1 2024 Panasonic Corporation,All Rights Reserved.Todays agendaStrategy briefing byDivisional CompanyCold Chain Solutions Company(CCS)Heating&Ventilation A/C Company(HVAC)Opening RemarksPanasonic CorporationMasahiro Shinada,CEO Eiichi Kataya

3、ma,PresidentEiichi Katayama,PresidentQ&ACCS/HVACOverall Lifestyle segmentMasahiro Shinada,CEOEiichi Katayama,PresidentLAS:Living Appliances and Solutions CompanyEW:Electric Works CompanyCCS:Cold Chain Solutions CompanyEW:Electric Works CompanyPanasonic Corporation 2 2024 Panasonic Corporation,All Ri

4、ghts Reserved.Lifestyle Segment:FY3/25 Full-year Profit ForecastProfit decreased YoY particlurly in LAS and HVAC in 1H,but overall profit is expected to turn to YoY increase in 2H.As a result,full-year forecast is expected to be achived.LASHVACCCSEWOtherLASHVACCCSEWOther1,338OPM(3.9%)-74-89+1-2-34+9

5、3+112+6+28-291,350OPM(3.8%)2H867(+210 YoY)with 4.8%OPMSales 35,50034,565(Yen:100M)Adjusted OP:FY3/24ResultsFY3/25Forecast1H 483(-198 YoY)with 2.8%OPMEBITDA2,3072,530ROIC5.5%6.0%（7.1%）（6.7%）Panasonic Corporation 3 2024 Panasonic Corporation,All Rights Reserved.JapanChinaJapanChinaOther overseas marke

6、ts481 500 LAS:FY3/25 2H ForecastAim to increase profit by 9.3 billion yen YoY in 2H through increasing market share,rationalization and improvement in businesses with issues,as a result of continuous efforts that have been made(+)Incresing market share(+)Rationalization,etc.(-)FX impacts(-)Decrease