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Panasonic Holdings Company (PCRHY) Analyst/Investor Day December 1, 2025 7:00 PM EST
Firm Members
Yuki Kusumi – Group CEO, President & Consultant Director
Kazuo Tadanobu – President & CEO of Panasonic Vitality Co., Ltd.
Kiyoshi Otaki – Govt VP & President of Electrical Works Firm
Yasuyuki Higuchi – President, CEO & Consultant Director
Kazuyo Sumida – Govt Officer, Group CSO, Basic Supervisor of Company Planning Group & Director
Convention Name Members
Ryo Harada – Goldman Sachs Group, Inc., Analysis Division
Yu Okazaki – Nomura Securities Co. Ltd., Analysis Division
Junya Ayada – JPMorgan Chase & Co, Analysis Division
Mikio Hirakawa – BofA Securities, Analysis Division
Kenji Yasui – UBS Funding Financial institution, Analysis Division
Mika Nishimura – Okasan Securities Co., Ltd., Analysis Division
Kota Ezawa – Citigroup Inc., Analysis Division
Ryosuke Katsura – SMBC Nikko Securities Inc., Analysis Division
Presentation
Yuki Kusumi
Group CEO, President & Consultant Director
Howdy, everybody. That is Yuki Kusumi. Thanks very a lot for attending Panasonic group IR day regardless of your busy schedule. Immediately, I would like to clarify the Options Space, which we introduced final February as a spotlight space. However earlier than that, I would prefer to say a number of phrases concerning the Housing Options enterprise, which we introduced just lately on November 17. Amid a decline in new housing begins in Japan, we imagine it will profit not solely PHS, but additionally YKK AP as it will enable us to speed up our nonresidential and abroad growth and change into a one-stop complete constructing supplies producer with a wider vary of merchandise for our prospects. So we proposed this to YKK and YKK AP in November of final 12 months. There’s a lot work to be performed earlier than the closing, however we are able to now share the small print with you all.
As we talked about in our earnings briefing, we’re additionally taking nonsequential actions, involving discussions with different companions. And as with this case, we
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