Panasonic Holdings Corporation (PCRHY) Analyst/Investor Day December 1, 2025 7:00 PM EST

Company Participants

Yuki Kusumi - Group CEO, President & Representative Director Kazuo Tadanobu - President & CEO of Panasonic Energy Co., Ltd. Kiyoshi Otaki - Executive VP & President of Electric Works Company Yasuyuki Higuchi - President, CEO & Representative Director Kazuyo Sumida - Executive Officer, Group CSO, General Manager of Corporate Planning Group & Director

Conference Call Participants

Ryo Harada - Goldman Sachs Group, Inc., Research Division Yu Okazaki - Nomura Securities Co. Ltd., Research Division Junya Ayada - JPMorgan Chase & Co, Research Division Mikio Hirakawa - BofA Securities, Research Division Kenji Yasui - UBS Investment Bank, Research Division Mika Nishimura - Okasan Securities Co., Ltd., Research Division Kota Ezawa - Citigroup Inc., Research Division Ryosuke Katsura - SMBC Nikko Securities Inc., Research Division

Presentation

Yuki Kusumi Group CEO, President & Representative Director

Hello, everyone. This is Yuki Kusumi. Thank you very much for attending Panasonic group IR day despite your busy schedule. Today, I’d like to explain the Solutions Area, which we announced last February as a focus area. But before that, I’d like to say a few words about the Housing Solutions business, which we announced recently on November 17. Amid a decline in new housing starts in Japan, we believe this will benefit not only PHS, but also YKK AP as it would allow us to accelerate our nonresidential and overseas expansion and become a one-stop comprehensive building materials manufacturer with a wider range of products for our customers. So we proposed this to YKK and YKK AP in November of last year. There’s so much work to be done before the closing, but we can now share the details with you all.

As we mentioned in our earnings briefing, we are also taking nonsequential actions, involving discussions with other partners. And as with this case, we

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