Mr. Ikeda's questions to Toyota Motor Corp (TM) leadership • Q4 2025
Question
Mr. Ikeda inquired about Toyota's domestic production policy, the resilience of its profit structure against potential tariffs, and the company's approach to supporting its suppliers.
Answer
Executive Koji Sato affirmed the commitment to maintaining domestic production, highlighting its importance for Japan's economy. CFO Yoichi Miyazaki elaborated that an improved profit structure, with a 1.6x increase in marginal profit per unit, provides a buffer against tariff impacts without forcing hasty decisions. He reiterated the strategic importance of the 3 million domestic production volume and assured that Toyota provides detailed, collaborative support to its suppliers to foster mutual growth.