Panasonic Holdings releases transcript of outside directors’ investor dialogue session

• Panasonic published minutes from a July 6, 2026 online fireside chat with outside directors, moderated by Morgan Stanley MUFG’s analyst Kazuo Yoshikawa.
• Board chair Michitaka Sawada tied board effectiveness to improved market expectations, citing share price and market capitalization as key external scorecards.
• Sawada said the board monitored the Group Management Reform monthly in FY3/26, aiming to finish on schedule to avoid losing capital-market confidence.
• Outside directors said the board shifted time toward strategy, with earlier-stage proposals brought for debate, including cases sent back or not approved.
• Keita Nishiyama highlighted the May 2026 growth strategy built around “AI infrastructure” and “social operations,” including a JPY 500 billion, three-year investment plan.

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