2020 5
3
Web
1
3/23 31
4/1
3/23 5/6
5/7 5
4/25 5/3
5/23 31
2
CS
3
L→G→F
GDP
→
2
L G F
4
OPEC
3
5
2
2 1 1
6
7
8
Demag
2020
9
19
19
Demag
12 8 12
10
19
Demag
11
19
18 19
Demag
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%
18 19
Demag
14,458 12,902
2,984 4,147
USD 110.43 109.05
EUR 130.42 122.07
1-12 12
48.5% → 54.1%
8.4% → 6.9
19 P2 12
73.0% → 74.9%
188,451 100.0% 227,949 100.0% 39,497
137,579 73.0% 170,764 74.9% 33,184 1.9%
117 0.1% -69 -0.0% -186
6,339
50,989 27.1% 57,116 25.1% 6,126 607
35,153 18.7% 41,493 18.2% 6,339 1,363
4,368
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
537 → 1,198
768 → 1,360
614 0.3% -1,956 -0.9% -2,571
16,218 8.6% 13,504 5.9% -2,714
700 → 511
4,728 2.5% 5,705 2.5% 977
86 → 2,468
27 0.0% -77 -0.0% -105 24
11,462 6.1% 7,876 3.5% -3,585
19 P3 13
2
25,000 2,000 100 -3,800
5,200
-1,693
20,000 -530
-1,489
15,835
15,623
15,000
10,000
5,000
0
18 19
19 P4 14
508 → 637
637 TDG72
65,952 25.8% 57,075 18.3% -8,876
50,836 19.9% 63,725 20.4% 12,888 18 98.5 → 19 88.7
62,757 24.5% 97,457 31.2% 34,700 627 → 974
6,610 2.6% 11,723 3.8% 5,112 974 TFG182 TDG270
186,156 72.8% 229,982 73.7% 43,825
52,597 20.5% 66,417 21.3% 13,819 18 121.5 → 19 135.6
1,703 0.7% 1,705 0.5% 1 301 → 630
15,336 6.0% 13,942 4.5% -1,394 1 330
69,637 27.2% 82,064 26.3% 12,427 2019 12 13 150 7
255,793 100.0% 312,047 100.0% 56,253 150 10
41,792 16.3% 40,745 13.1% -1,046 ROA
30,165 11.8% 63,070 20.2% 32,905 6.3 → 5.5
28,810 11.3% 48,621 15.6% 19,811
100,768 39.4% 152,437 48.9% 51,669 ROE 7.6 → 5.0
155,025 60.6% 159,609 51.1% 4,583
255,793 100.0% 312,047 100.0% 56,253
19 P5 15
18 19
250,000
227,949 117,556 62.4% 150,818 66.2% 33,262 28.3%
36,982
200,000 20,667 11.0% 22,162 9.7% 1,495 7.2%
188,451
17,986
31,907 18,320 9.7% 17,986 7.9% -333 -1.8%
22,162
150,000 18,320 31,907 16.9% 36,982 16.2% 5,074 15.9%
20,667
188,451 100% 227,949 100% 39,497 21.0%
100,000
48.5% 54.1%
150,818
117,556
50,000
42,250 47,833 5,583 13.2%
0 75,306 102,984 27,678 36.8%
18 19
19 P7 17 16
17
20 22
20 22
18
17 19
17 19
ONE TADANO Wide & Deep
19
17 19
17 18 19
2,400 1,737 1,884 2,279
960 975 970 1,045
1,440 761 913 1,234
60.0% 43.8% 48.5% 54.1%
360 155 158 156
ROS 15.0% 8.9% 8.4% 6.9%
ROA 13.0% 6.5% 6.3% 5.5%
4.8 3.2 3.0 2.7
21 20
17 19
17 19
T T
No1
RT
KPI
RT AT: TC
TM TBC
22 21
17 19
17 19
i-Construction IoT Hello-Net AI ICT
Hello Net
SVE CCC
M&A
Demag
23 22
17 19
14,000 140
50%
12,000 120
40%
10,000 100
30%
8,000 80
6,000 60
20%
4,000 40
10%
5
2,000 20
0 0 0%
04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19
24 23
20 22
20 22
LE No.1
100
LE No.1
25 24
20 22
20 22
4
TDG
ESG SDGs
TDG Tadano Demag GmbH
26 25
20 22
M&A
27 26
20 22
20 22
RT AT TC CC
TBC
CCC
ONE TADANO Best Practices
RT AT: TC
CC TBC
28 27
19 28 45%
17-19 ROA
ROE
20-22
28
Demag
CCT
Day1 TDG TFG CCT
Day1
TIC
CCT Day1
TFG Tadano Faun GmbH TDG Tadano Demag GmbH
29
Demag
RISE
Revitalize
Integrate
Synergize
Expand
ONE TADANO
30
Demag
CCT
TFG Tadano Faun GmbH TDG Tadano Demag GmbH TAC Tadano America Corp
RT AT: CC
31
32
34 33