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Panasonic Holdings Corp
F:MATA

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Panasonic Holdings Corp
F:MATA
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Price: 0.08 EUR Market Closed
Market Cap: €19.2B

Panasonic Holdings Corp
Investor Relations

Panasonic Holdings Corp is a Japanese industrial and technology company best known for making products that sit inside homes, cars, and factories. It sells home appliances, batteries, air-conditioning and other building equipment, and a wide range of electronic parts and components. It also supplies systems and services for businesses, especially in automotive and manufacturing supply chains. The company makes money mainly by selling physical products and systems to other companies and consumers, then earning additional revenue from installation, maintenance, and long-term service work in some areas. Its biggest customers include households, car makers, builders, and factory operators, along with electronics makers that buy Panasonic components and materials. That gives the business a mix of consumer demand and industrial demand. What makes Panasonic different is its role as both a consumer brand and a behind-the-scenes supplier to other manufacturers. It is not just a maker of TVs or appliances; it also provides batteries, factory equipment, and building technology that become parts of bigger products and systems. This puts Panasonic in the middle of the value chain, where it earns money from both finished goods and the components that power other companies' products.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
May 12, 2026
AI Summary
Q4 2026

Results down: Panasonic said FY 2026 sales fell 5% to JPY 8,048.7 billion, with adjusted operating profit down to JPY 447.4 billion and net profit down to JPY 189.5 billion, hurt by automotive deconsolidation, U.S. tariffs, and one-time expenses.

FY 2027 outlook: The company guided to sales of JPY 7.6 trillion, but expects adjusted operating profit to rise to JPY 600 billion, operating profit to JPY 550 billion, and net profit to JPY 420 billion as restructuring benefits kick in and one-time costs disappear.

AI growth push: Panasonic framed AI infrastructure as a major growth pillar, targeting JPY 430 billion in sales in FY 2029 for AI-related businesses in Industry and JPY 1.4 trillion in sales and JPY 290 billion in adjusted operating profit for Devices and Systems supporting AI infrastructure.

Data center demand: Demand for energy storage systems for data centers is running ahead of plan, so Panasonic moved its JPY 800 billion FY 2029 sales target up by a year to FY 2028 and raised the FY 2029 target to JPY 950 billion.

Restructuring impact: Group reform went beyond the original personnel reduction target, reaching 12,000 employees versus a plan of 10,000, and Panasonic said the two-year restructuring effect through FY 2027 should total JPY 145 billion.

Dividend up: The annual dividend for FY 2026 was set at JPY 40 per share, and FY 2027 is forecast at JPY 54 per share, up JPY 14.

Risks remain: Management flagged a JPY 30 billion downside buffer for Middle East disruption and further memory price hikes, while also warning that supply-chain issues could affect aircraft and PC demand.

Key Financials
Sales
JPY 8,048.7 billion
Adjusted operating profit
JPY 447.4 billion
Operating profit
JPY 236.4 billion
Net profit
JPY 189.5 billion
Operating cash flow
JPY 624.3 billion
Net cash outflow
JPY 756.7 billion
Annual dividend
JPY 40 per share
Personnel optimization
12,000 people
Restructuring expenses
JPY 174.5 billion
Restructuring effect
JPY 145 billion
FY 2027 AOP
JPY 600 billion
FY 2027 operating profit
JPY 550 billion
FY 2027 net profit
JPY 420 billion
FY 2027 EPS
JPY 179.89
FY 2027 ROE
8%
FY 2027 EBITDA
JPY 1 trillion
FY 2029 AI-related sales target
JPY 430 billion
FY 2029 AI infrastructure sales target
JPY 1.4 trillion
FY 2029 AI infrastructure AOP target
JPY 290 billion
FY 2029 data center energy storage sales target
JPY 950 billion
FY 2027 battery volume
46 gigawatt hour
Strategic investment
JPY 500 billion
Operating cash flow target
JPY 2.2 trillion or more
Dividend payout ratio
around 30%
Other Earnings Calls

Management

Mr. Yuki Kusumi
Group CEO, President, Group CHRO & Representative Director
No Bio Available
Mr. Hirokazu Umeda
Group CFO, Executive VP & Representative Director
No Bio Available
Mr. Yoshiyuki Miyabe
Executive VP & Director
No Bio Available
Mr. Mototsugu Sato
EVP, Group CRO, President of Panasonic Operational Excellence Co., Ltd. & Representative Director
No Bio Available
Mr. Tetsuro Homma
Executive VP, Group Regional Head for China & Northeast Asia and Representative Director
No Bio Available
Sumitaka Yoshitomi
General Manager of Accounting & Business Performance Management Office, Financial & Accounting Dept.
No Bio Available
Keigo Shinjo
Chief of Corporate Finance & IR Department
No Bio Available
Ms. Tatsuo Ogawa
Group CTO & Executive Officer
No Bio Available
Hajime Tamaoki
Executive Officer, Grp. Chief Information Officer & President of Panasonic Info. Systems Co., Ltd.
No Bio Available
Kazuhiro Matsushita
General Manager of Planning and Administration Department
No Bio Available

Contacts

Address
OSAKA-FU
Kadoma-shi
1006, Kadoma
Contacts
+81669081121.0
holdings.panasonic
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