Investor Presentaiton
Mitsubishi Corporation
May 9, 2023
Mitsubishi Corporation
Global Automobile Business (Isuzu-Related) Automotive & Mobility Group
LCV: Light Commercial Vehicle
IBX
Germany, Austria,
Poland, Czech
Republic,
Slovakia, Benelux
Distribution
Belgium
LCV
1*3
21.8K Units*4
IMI
Production/
Distribution/export
India
LCV
1*3
219.9K Units
(Incl. India 2.3K)
IMSB
Distribution
Malaysia
LCV
1231.1K Units*2
29.3K Units
CV
115.1K Units*2
27.1K Units
IUA
Distribution
Australia
LCV
1326.3K Units
236.9K Units (11%)
CV: Commercial Vehicle
IPC
Production/
Distribution
Philippines
LCV
1173.9K Units
26.3K Units (4%)
CV
IMEX
Production/
Distribution
Mexico
CV
(As of March 31, 2023)
Isuzu vehicle sales
Overall Demand
2 CV and LCV sales of MC's
partner car maker (share)
From Apr. 2022 to Mar. 2023
Distribution
Export/Sales
Production
Production/
135.9K Units
211.4K Units (32%)
19.5K Units*1
24.5K Units
(Incl. CL4-7: 2.5K
Units, 26%)
Distribution
Automobile
finance
Retail/
After-sales service
Others
IMIT
Export/Sales
TIS
Distribution
Automobile finance
Thailand
(export)
IAS
Dealer
Export LCVs
CBU 121.9K Units
KD 58.1K Units
*3
TPIS
Automobile
insurance
CBU: Complete Build Up
KD Knock Down Parts
TIL
AUTEC
After-sales service,
Bus maintenance,
Chevrolet dealer
TPIT
Software development,
maintenance &
management administration
Thailand (Domestic)
After-sales service
Driver dispatch
LCV 1434K Units 2187K Units (43%)
CV 132K Units
16K Units (50%)
IMCT
Production
TISCO
PTB
Trend of overall demand in Thailand
1.20
1.10
Overall Demand (Mil Units)
1.07
30.0%
-Isuzu Share
24.3%
24.1%
24.4%
25.0%
18.5% 18.6% 18.2%
1.00.
-16.7%
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%
Copyright © 2023 Mitsubishi Corporation
FY2015 FY2016
FY2017
FY2018 FY2019 FY2020 FY2021
FY2022
*1 Class 4-7 (GVW6.4t~15t)
*2 Cumulative sum from Apr. '22 to Feb. '23
*3 Omitted, since doing export business
*4 Including sales of ISD, reflecting the
acquisition of ISD at the end of Jan. '23.
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