2020 5

1

3

Web

2

3/23 314/13/23 5/65/7 54/25 5/35/23 31

3

CS

4

→

L→G→F

GDP

2

L G F

5

OPEC

3

6

22 1 1

7

8

9

Demag

2020

19

12 8 12

10

19

Demag

Demag

11

19

USDEUR

1-12 12

110.43 109.05130.42 122.07

18

2,984 4,147

1914,458 12,902

19

12

Demag

48.5% → 54.1%8.4% → 6.9

188,451 100.0% 227,949 100.0% 203,187 100.0% 24,762 100.0% 21.0%

15,835 8.4% 15,623 6.9% 17,642 8.7% -2,019 -8.2% -1.3%

15,604 8.3% 15,461 6.8% -0.9%

11,462 6.1% 7,876 3.5% -31.3%

Demag1918

19 P2

73.0% → 74.9%

1.9%

6,339607

1,3634,368

537 → 1,198768 → 1,360

700 → 51186 → 2,468

24

13

188,451 100.0% 227,949 100.0% 39,497

137,579 73.0% 170,764 74.9% 33,184

117 0.1% -69 -0.0% -186

50,989 27.1% 57,116 25.1% 6,126

35,153 18.7% 41,493 18.2% 6,339

15,835 8.4% 15,623 6.9% -212

-231 -0.1% -162 -0.1% 69

15,604 8.3% 15,461 6.8% -142

614 0.3% -1,956 -0.9% -2,571

16,218 8.6% 13,504 5.9% -2,714

4,728 2.5% 5,705 2.5% 977

27 0.0% -77 -0.0% -105

11,462 6.1% 7,876 3.5% -3,585

19 P3

15,835

5,200 2,000 100 -3,800

-1,693 -530

-1,489 15,623

0

5,000

10,000

15,000

20,000

25,000

18 19

2

1419 P4

508 → 637637 TDG72

18 98.5 → 19 88.7

627 → 974974 TFG182 TDG270

18 121.5 → 19 135.6

301 → 6301 330

2019 12 13 150 7150 10

ROA6.3 → 5.5

ROE 7.6 → 5.0

15

65,952 25.8% 57,075 18.3% -8,876

50,836 19.9% 63,725 20.4% 12,888

62,757 24.5% 97,457 31.2% 34,700

6,610 2.6% 11,723 3.8% 5,112

186,156 72.8% 229,982 73.7% 43,825

52,597 20.5% 66,417 21.3% 13,819

1,703 0.7% 1,705 0.5% 1

15,336 6.0% 13,942 4.5% -1,394

69,637 27.2% 82,064 26.3% 12,427

255,793 100.0% 312,047 100.0% 56,253

41,792 16.3% 40,745 13.1% -1,046

30,165 11.8% 63,070 20.2% 32,905

28,810 11.3% 48,621 15.6% 19,811

100,768 39.4% 152,437 48.9% 51,669

155,025 60.6% 159,609 51.1% 4,583

255,793 100.0% 312,047 100.0% 56,253

19 P5

17

117,556 150,818

20,667

22,162 18,320

17,986 31,907

36,982 188,451

227,949

0

50,000

100,000

150,000

200,000

250,000

18 19

16

117,556 62.4% 150,818 66.2% 33,262 28.3%

20,667 11.0% 22,162 9.7% 1,495 7.2%

18,320 9.7% 17,986 7.9% -333 -1.8%

31,907 16.9% 36,982 16.2% 5,074 15.9%

188,451 100% 227,949 100% 39,497 21.0%

48.5% 54.1%

5,583 13.2%

27,678 36.8%75,306 102,984

18 19

42,250 47,833

19 P7

17

18

20 22

20 22

19

17 19

ONE TADANO Wide & Deep

17 19

21 20

17 19

17 18 19

2,400 1,737 1,884 2,279

960 975 970 1,045

1,440 761 913 1,234

360 155 158 156

ROS 15.0% 8.9% 8.4% 6.9%

ROA 13.0% 6.5% 6.3% 5.5%

60.0% 43.8% 48.5% 54.1%

4.8 3.2 3.0 2.7

22 21

17 19

17 19

T T

No1RT

KPI

RT AT: TCTM TBC

23 22

17 19

17 19

i-Construction IoT Hello-Net AI ICTHello Net

SVE CCCM&A

Demag

24

0%

10%

20%

30%

40%

50%

04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19

5

23

17 19

0

20

40

60

80

100

120

140

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19

25 24

20 22

20 22

LE No.1

100LE No.1

26 25

20 22

20 22

4

TDG

ESG SDGsTDG Tadano Demag GmbH

27 26

20 22

M & A

28 27

20 22

20 22

RT AT TC CCTBC

CCCONE TADANO Best Practices

RT AT: TCCC TBC

28

19 28 45%

17-19 ROA

ROE20-22

Demag

Day1

TICCCT Day1

CCTDay1 TDG TFG CCT

29

TFG Tadano Faun GmbH TDG Tadano Demag GmbH

30

RevitalizeIntegrate

ExpandSynergize

RISE

Demag

ONE TADANO

CCT

31

Demag

RT AT: CCTFG Tadano Faun GmbH TDG Tadano Demag GmbH TAC Tadano America Corp

32

34 33