Tadano Ltd. · TSE:6395
Tadano — H1 2026 Earnings Presentation
16 slides from Tadano's earnings presentation, Aug 27, 2026
Slide 1: FY2026 1st Half (Jan-Jun) Financial Explanatory Briefing
FY2026 1st Half (Jan-Jun) Financial Explanatory Briefing August 27, 2026 Tadano Ltd. President and CEO Toshiaki Ujiie
Slide 2: Agenda
Agenda ▌FY2026 1st Half Results and FY2026 Forecast ▌Mid-Term Management Plan (24-26) Progress ＜Notes＞ ⚫ Forward-looking statements contained in this report are based on information available as of the preparation date. Actual results may differ from these projections due to various factors. ⚫ Produ
Slide 3: FY2026 1st Half Results and FY2026 Forecast
FY2026 1st Half Results and FY2026 Forecast 3
Slide 4: FY2026 1st Half Results and FY2026 Forecast
FY2026 1st Half Results and FY2026 Forecast First-half sales and operating profit increased, primarily driven by the TIS acquisition and U.S. tariff refunds. The initial FY2026 forecast remains on track, based on revised exchange rate assumptions from July onward. 500,000 10.0% 400,000 8.0% Net sale
Slide 5: FY2026 Business Environment Outlook
FY2026 Business Environment Outlook Macroeconomic Market Competitive Demand Trends Conditions Environment Domestic demand remains solid; FX and tariff refunds support Competitive pressures persist; overseas demand is flat overall, earnings; Middle East risks sales capabilities continues to despite r
Slide 6: Middle East Developments & U.S. Tariff Impact
Middle East Developments & U.S. Tariff Impact Middle East Developments U.S. Tariff External Environment External Environment • Geopolitical risks in the Middle East persist. • U.S. tariff policies remain in place. • Some vessels have been rerouted due to • IEEPA tariffs have been invalidated, and ta
Slide 7: Demand Trends for Mobile Cranes (RT, AT, TC)
Demand Trends for Mobile Cranes (RT, AT, TC) Total global demand has increased slightly despite regional variations. Demand in China has declined, and exports to markets outside China is limited. (Units) CY25 CY26 vs CY25 CY22 CY23 CY24 CY25 Jan-Jun Jan-Jun Jan-Jun North America 1,150 1,480 1,500 1,
Slide 8: Demand Trends for Mobile Cranes (RT, AT)
Demand Trends for Mobile Cranes (RT, AT) Overall demand remained flat YoY. North America remained solid, particularly for RT, supported by data center and other facility investments. The Middle East declined due to heightened geopolitical tensions. Global demand (excluding China) RT AT 5,000 (Units)
Slide 9: Order Backlog Trends for Mobile Cranes (RT, AT)
Order Backlog Trends for Mobile Cranes (RT, AT) Strong order momentum from the CONEXPO-CON/AGG in Q1 more than offset the slowdown in Q2, resulting in YoY growth in first-half order intake. Backlog remains robust. New Orders Order Backlog (Billions of yen) (Billions of yen) 120 120 100 100 Pre-COVID
Slide 10: Mid-Term Management Plan (24-26) Progress
Mid-Term Management Plan (24-26) Progress 10
Slide 11: Global Promotion of Aerial Work Platforms and Truck Loader Cranes
Global Promotion of Aerial Work Platforms and Truck Loader Cranes Leverage our strong mobile crane brand and distribution network, particularly in the Americas, to expand sales of products added through M&A. 【Truck Loader Cranes】 <Regional Sales in Key Markets (FY26 Jan-Jun)> • Established a design
Slide 12: Development of Transport Machinery Business - TIS
Development of Transport Machinery Business - TIS Drive growth in existing businesses and create synergies with Tadano, supported by the maintenance business as a strong business base. Tadano synergies Growth in Existing Businesses and Product Lines • Began prototype production of intermediate boom
Slide 13: Opportunities in Japan's Shipbuilding Revival
Opportunities in Japan’s Shipbuilding Revival Advance our growth strategy through acquired product lines in a favorable Japanese government investment environment. Japan's Growth Strategy (Approved by the Cabinet in July 2026) ・Approximately ¥1 trillion in public and private investment for shipbuild
Slide 14: Progress on European Operations Revitalization (AT, CC)
Progress on European Operations Revitalization (AT, CC) Production improvements on track. Cost reduction and sales enhancement through short-term and long-term measures. Improve Production Efficiency Cost Reduction Sales Enhancement Key Challenges Key Challenges Key Challenges • Production transfer
Slide 15: North American Market: Strengthening Our Core Market
North American Market: Strengthening Our Core Market Steady growth in North America, supported by strong construction demand and M&A-driven business expansion. (Millions of yen) Consolidated Accelerate Growth in North America with Favorable Market 連結売上高 Sales NA Sales 北米売上高 NA Sales Share 北米比率 Condi
Slide 16: Tadano - Reaching new heights
"f' TADANO Reaching new,f heights