Toyota(TM) - 2025 Q2 - Earnings Call Presentation

Financial Performance Summary - The company's FY2025 second quarter operating income was 24642 billion yen, a decrease of 95 billion yen year-over-year[4] - The company forecasts full-year operating income of 4300 billion yen, unchanged from the previous forecast[4] - The interim dividend is 40 yen per share, an increase of 10 yen year-over-year, and the full-year dividend forecast is 90 yen per share, an increase of 15 yen year-over-year[4] - Consolidated sales revenue for the first half of FY2025 was 232824 billion yen, an increase of 13008 billion yen[9] - Net income attributable to Toyota Motor Corporation for the first half of FY2025 was 19071 billion yen, a decrease of 6823 billion yen[9] Vehicle Sales - Consolidated vehicle sales for the first half of FY2025 were 5029 thousand units, a decrease of 28% year-over-year[6] - Electrified vehicle sales accounted for 444% of total retail vehicle sales, an increase of 1222% year-over-year[6] - Total retail vehicle sales were 5373 thousand units, a decrease of 40% year-over-year[6] - The company forecasts consolidated vehicle sales of 9400 thousand units for FY2025, a decrease of 10% compared to the previous forecast[19] - The company forecasts total retail vehicle sales of 10850 thousand units for FY2025, a decrease of 9% compared to the previous forecast[19] Regional Performance - Operating income in Japan for the first half of FY2025 was 15245 billion yen, a decrease of 599 billion yen[12] - North America operating income for the first half of FY2025 was 1137 billion yen, a decrease of 1754 billion yen[12] - Asia operating income for the first half of FY2025 was 4904 billion yen, an increase of 793 billion yen[12] - Toyota and Lexus vehicle retail sales in China for the first half of FY2025 were 867 thousand units, a decrease of 138%[13] Financial Forecasts - The company maintains its sales revenue forecast of 46 trillion yen for FY2025[23] - The company maintains its operating income forecast of 43 trillion yen for FY2025[23] - The company is increasing investment in human resources and growth areas to 830 billion yen for the full year[4]