{
  "docId": "019dd923-622b-71dc-a6d9-8d4836bf75ca",
  "docSlug": "6cdbc0b0bbf6",
  "documentTitle": "Toyota Industries Corporation (6201.T)",
  "authorId": "02_Elliott_Management",
  "authorName": "Elliott Management",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2026-01-27 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.4444444,
  "pageNumber": 40,
  "pageCount": 52,
  "prevPage": 39,
  "nextPage": 41,
  "slideType": "revenue_buildup",
  "function": "quantify_opportunity",
  "density": "dense",
  "nDataPoints": 28,
  "notes": "Two waterfall charts showing bridge from 2025 to 2029 for Sales and EBIT.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "waterfall_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6d9-8d4836bf75ca/40",
  "deckHref": "/decks/019dd923-622b-71dc-a6d9-8d4836bf75ca",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6d9-8d4836bf75ca.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d9-8d4836bf75ca#slide-40",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "2029年3月期までに豊田自動織機のEBITマージン約8%を達成する、魅力的な中期機会が存在",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0936-7173-ab1c-ae67c5babee6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.92,
        "x": 0.04,
        "y": 0.215
      },
      "kind": "chart",
      "text": "豊田自動織機の売上改善施策",
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "21c20cb0-d48b-4a31-9d0d-29189dacb655",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.92,
        "x": 0.04,
        "y": 0.535
      },
      "kind": "chart",
      "text": "豊田自動織機のEBIT改善施策",
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "817c6ac3-e6bf-4bc1-83db-872a2c55dac9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.04,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "出典:大手経営コンサルティングファーム, 注:(1)繊維機械セグメント並びにその他および除外項目を含む",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a01042d9-4610-4512-a718-bcf2ebc03031",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.04,
        "y": 0.865
      },
      "kind": "legend",
      "text": "EBITマージン, 産業車両, 自動車, その他",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dedfd8bc-0070-4230-a706-64063d35a557",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "EBIT margin: 8%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-0936-7173-ab1c-b311ba192591",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.8,
        "x": 0.04,
        "y": 0.11
      },
      "kind": "title",
      "text": "2029年3月期までに豊田自動織機のEBITマージン約8%を達成する、魅力的な中期機会が存在",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91db0efa-dd52-46fb-ac00-4428b0483772",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.5,
        "x": 0.04,
        "y": 0.06
      },
      "kind": "title",
      "text": "産業車両事業における利益成長の大きな機会",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3e06445-f36a-46b1-a35f-fa9be004b747",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "waterfall-bridge",
      "slug": null,
      "matchId": "e3bb6d8b-db76-4c6b-a6a5-7747b1d072e6",
      "evidence": "Bridge charts showing growth drivers from 2025 to 2029",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 52,
      "from": 31,
      "beatId": "2fa6ed30-f600-4b75-8771-b609799b9acc",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "Proposing a standalone plan for value creation and urging investors not to tender their shares",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}