Investor Presentaiton
Mitsubishi Corporation
November 2, 2023
Mitsubishi Corporation
Global Automobile Business (Isuzu-Related) Automotive & Mobility Group
LCV: Light Commercial Vehicle
IMI
Production/
Distribution/Export
India
LCV
1*2
28.9K Units
(Incl. India 1.2K)
CV: Commercial Vehicle
IMEX
Production/
Distribution
IPC
Production/
Distribution
Philippines
LCV
199.5K Units
23.0K Units (3%)
CV
122.4K Units
25.8K Units (26%)
Mexico
CV
14.3K Units*1
22.3k Units
(As of September 30, 2023)
Isuzu vehicle sales
①Overall Demand
2 CV and LCV sales of MC's
partner car maker (share)
From Apr. 2023 to Sep. 2023
Distribution
Export/Sales
Production/
Distribution
Production
Automobile
Retail/
(1.4K Units*1, 31%)
finance
After-sales service
Others
IBX
Germany, Austria,
Poland, Czech
Republic,
Slovakia, Benelux
Distribution
1*2
Belgium
LCV
21.3K Units *3
TIL
IMIT
Export/Sales
TIS
Distribution
Automobile finance
IMCT
Production
IAS
Dealer
TPIS
Automobile
insurance
AUTEC
After-sales service,
Bus maintenance,
Chevrolet dealer
TPIT
Software development,
maintenance &
management administration
Thailand (Domestic)
LCV 1154K Units 265K Units (42%)
CV 116K Units
28K Units (50%)
TISCO
After-sales service
PTB
Driver dispatch
IMSB
Distribution
Malaysia
LCV
1125.7K Units
25.0K Units (4%)
CV
18.3K Units
23.6K Units (43%)
IUA
Distribution
Australia
LCV
173.7K Units
222.0K Units (13%)
1*2
Thailand
(export)
②Export LCVs
CBU 70.0K Units
KD 25.6K Units
CBU: Complete Build Up
KD Knock Down Parts
Trend of overall demand in Thailand
1.20
30.0%
1.10
Overall Demand (Mil Units)
1.07
Isuzu Share
24.3%
24.1%
24.4%
25.0%
18.5% 18.6% 18.2%
16.7%
1.00
0.94
20.0%
17.6%
0.90
0.90
15.0%
0.83
0.78 0.80
0.78
0.79
0.80
10.0%
0.70
5.0%
0.60
0.0%
FY2015
2016
2017
2018
2019
2020
2021
2022
Copyright © 2023 Mitsubishi Corporation
*1 Class 4-7 (GVW6.4t~15t)
*2 Omitted, since doing export business
*3 Including sales of ISD, reflecting the
acquisition of ISD at the end of Jan. '23
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