Denso : Improving DENSOs Corporate Value

Improving DENSO's Corporate

Value

1. Sustainability management
2. Financial strategy to improve ROE

Yasushi Matsui

Senior Executive Officer & CFO

DENSO Corporation

December 15, 2022

Outline of today's presentation

Corporate philosophy

Business

operations

Management

foundation

Inspiring		Resolving social issues
"Green" &
"peace of mind"	(1) Sustainability management

Reform the
business			Achieving business
platform
Profits	Growth		growth
(2) Financial strategy to improve ROE

Corporate foundation

Contribute to solving social issues by continuously reforming the business portfolio and

achieving business growth

DENSO DIALOG DAY 2022 / December 15th, 2022	2
© DENSO CORPORATION All Rights Reserved.

Outline of today's presentation

Corporate philosophy

Business

operations

Inspiring		Resolving social issues
"Green" &
"peace of mind"	(1) Sustainability management

Reform the

business platform

ProfitsGrowth

Management

foundation

Corporate foundation

Contribute to solving social issues by continuously reforming the business portfolio and

achieving business growth

DENSO DIALOG DAY 2022 / December 15th, 2022	3
© DENSO CORPORATION All Rights Reserved.

(1) Sustainability management

Green strategy		Peace of Mind strategy

Achieve carbon neutrality		Become a leading provider
	of "Peace of Mind" to
by 2035
	society

Corporate foundation

Support the business strategy to become

an inspiring company

Maximize the value proposition of "Green" and "Peace of Mind" based on the solid corporate

foundation and help create a sustainable society

DENSO DIALOG DAY 2022 / December 15th, 2022	4
© DENSO CORPORATION All Rights Reserved.

"Green" and "Peace of Mind" strategies

Green strategy

Achieve carbon neutrality by 2035

Peace of Mind strategy

Become a leading provider of

"peace of mind" to society

	Goal		Main results
		(Apr. 2021-Mar. 2022)
Manufact	Achieve complete carbon	•	CO2 emissions from
uring	neutrality at our plants		plants: −48%
(compared to FY2012 level)
		•	Cumulative production
	Contribute to the		of over 20 million
Mobility		inverters
electrification of cars to	•
Revenue from
	reduce CO2 emissions		electrification: 550
			billion yen
Energy	Contribute to a carbon-	• Adopted by the Green
neutral society by
use	capturing and reusing		Innovation Fund
	CO2

	Goal
Elimination	Achieve freedom of
of traffic	mobility with no
accident	traffic accident
fatalities	fatalities
Comfortable	Create peaceful,
spaces	comfortable spaces
Support for	Establish a society
where people
working	are supported and
people	their potential is
	nurtured

Main results

(Apr. 2021-Mar. 2022)

• Release of GSP3 (an active safety product)
• Revenue from ADAS: 320 billion yen
• Release of a thermal management product for battery electric

vehicles (BEVs) (high-efficiency eco heat pump system) released

• Agriculture: Conclusion of a comprehensive agreement on food and agriculture with a local government
• Factory automation (FA): Release of COBOTTA PRO (a collaborative robot)

Steady progress in maximizing the "Green" and "Peace of Mind" values

DENSO DIALOG DAY 2022 / December 15th, 2022	5
© DENSO CORPORATION All Rights Reserved.