slides · global inventory
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Matching slides 110,355
Current window 34,261-34,290
Pages 3,679
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Component
34,261-34,290 of 110,355
08
The slide uses a structured layout to categorize business units and their respective EBIT contributions, highlighting the core forklift business and the large equity portfolio.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
09
Includes a stacked bar chart showing market share from CY19-CY24 and key growth metrics for specific industries.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
10
The slide uses a custom 2x2 matrix to segment the forklift market, positioning Toyota as the clear leader.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The slide uses a stacked bar chart to show market share trends from CY18 to CY24, alongside key strategic takeaways and a customer logo grid.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
14
Shows 100% dependency on Toyota for major product lines.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
15
Includes a testimonial/quote from a former automotive supplier executive.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
16
The slide uses screenshots of news articles to establish credibility and frame the scandal as a governance failure.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
17
The slide uses a structured table format to highlight governance failures in a M&A transaction.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
18
The slide uses a three-column structure: Key Issue, Changes in Revised TOB, and Remaining Concerns.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
19
The slide uses a two-column layout to categorize feedback from investors vs. sell-side/other stakeholders.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Problem & Complication1 hit
21
Uses a waterfall-style comparison to show how the 'minority' calculation is manipulated to lower the threshold.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
22
The slide highlights a contradiction between the board's previous stance on price inadequacy and their final recommendation.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
23
The chart uses a waterfall-bridge structure to reconcile business value, financial assets, and tax adjustments to arrive at an implied NAV per share.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
24
The chart tracks NAV per share from June 2025 to January 2026, showing a cumulative increase of 5,438 JPY.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
25
The slide uses a comparison table structure to contrast two companies across revenue composition, growth, market share, margins, R&D, and geographic coverage.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
26
The chart bridges business value and financial asset value to arrive at a total NAV of 7.9 trillion yen, compared to the 5.6 trillion yen TOB price.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
27
The chart bridges book value from FY3/25 Q4 to the current date, adjusting for earnings and FX impacts.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
29
The slide uses a waterfall bridge to visualize the discount and includes analyst quotes to support the undervaluation thesis.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Evidence & Proof1 hit
31
The slide uses a decision-tree style comparison to argue against a tender offer (TOB).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
32
The slide uses a clear call-to-action banner and a numbered list to present strategic alternatives.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
34
The slide uses a 'before-after' framework to justify a standalone strategy, contrasting current governance/capital allocation issues with future targets.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the components of value creation: cross-shareholding divestment, operating cash flow, industrial vehicle business growth, and automotive business governance/ROI improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
39
The slide uses a 'precedent' structure to justify a strategic shift for Toyota Industries Corporation (TICO).Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
41
The slide uses a map-based visual to illustrate geographic fragmentation of brands (Toyota, Cesab, Raymond, BT, Tailift) and proposes specific integration levers.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
42
Includes a stacked bar chart showing market share erosion from 16% to 9% for Toyota vs 36% to 53% for low-cost OEMs.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
43
The slide highlights a specific margin improvement target of +0.45%.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
44
Includes a timeline-style diagram showing the transition from hardware-focused to software-integrated business models.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
45
The slide uses a diagnostic table format to contrast current failures with proposed strategic improvements.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
46
Includes two waterfall charts comparing FY25/3 results to FY26/3 guidance, and a third waterfall chart from FY24/3 as a precedent for similar accounting practices.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
48
Uses a waterfall-bridge framework to illustrate the adjustment of financial assets and liabilities.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit