📈 Toyota Motor Sweetens Buyout Bid to $35 Bn Amid Global Production Slump

• Toyota Motor has increased its tender offer price to take the company private, raising the bid by over 15% to 18,800 yen ($118.11) per share. The total deal value now exceeds US$ 35 Bn. • The revised offer follows a request for a higher price from Toyota Industries, the founding entity that produces engines, electronic components, and stamping dies. The original June 2025 offer was 16,300 yen per share. • Global Performance: Toyota reported a 5.5% YoY decline in global production (821,723 units) for November, the first drop in six months. Global sales fell 2.2%, primarily driven by a slowdown in the Chinese market following reduced subsidies. • Trade Headwinds: The automaker projects a significant 1.45 trillion yen (approx. US$ 9 Bn) impact from U.S. tariffs for the current financial year ending March. • Strategic Investment: Despite tariff concerns, Toyota is moving forward with a US$ 912 million investment in U.S. manufacturing facilities, part of a long-term US$ 10 Bn commitment to the U.S. market by 2030. • This privatization move highlights a shift toward consolidating group operations and R&D capabilities to navigate volatile global trade dynamics and shifting demand in the automotive sector.