TTToyota Tsusho IndiaExecutive Cockpit

Group Roll-up 360

One additive tree — Geography → Division → Site — scoped to your role, with live revenue, contracted / recurring supply revenue and the data-grain that says how far you can trust each number.

Toyota Tsusho India Private Limited · FY25 (Mar'25, MCA-filed)
India arm of Toyota Tsusho — the Toyota Group's general trading company (sōgō shōsha)
238 employees · 10+ offices, service centres & hubs · 20 export markets
Executive read· the answer, then the moves

The footprint rolls up to 13 sites across 10 divisions & growth engines, but the transformation isn't finished: ~₹100 Cr of untapped margin is still locked in 4 mid-transformation engines and ₹1,230 Cr of cross-division whitespace is in play. Point the group at capturing the margin and cross-selling across divisions.

3 of 4 headline metrics improving vs prior · still off target: Total Revenue ₹4,529 Cr vs ₹4,800 Cr, Contracted / Recurring Supply Revenue ₹2,900 Cr vs ₹3,300 Cr, Recurring / Anchor Revenue % 64.0% vs 70.0%

Do now — ranked by urgency
  1. 1
    Capture the ~₹100 Cr of untapped marginWatch
    Why it matters

    4 growth engines are mid-transformation, led by Circular Economy & Recycling at ~₹49 Cr of untapped EBITDA — margin that only lands as the engine scales and savings capture finishes.

    What's driving it
    • ~₹100 Cr untapped across 4 in-flight engines
    • Circular Economy & Recycling: 70% transformed · savings 62%
    FYI

    13 sites across 10 segments rolled up additively

  2. 2
    Toyota Kirloskar Motor (TKM) anchor concentrationWatch
    Why it matters

    Diversify into Maruti / other OEMs & non-auto; grow the recurring / anchor supply base beyond Toyota.

    What's driving it
    • Customer concentration
    • Signal: Alert
    FYI

    TKM ~₹1,650 Cr (~36% of revenue) — the origin & core relationship, but a single-customer concentration risk.

  3. 3
    Harvest the ₹1,230 Cr of cross-division whitespaceOpportunity
    Why it matters

    ₹1,230 Cr of cross-division supply & new-business capture sits across the service-centre base; CleanMax Toyotsu renewable PPA (300 MW by 2028) (Machinery, Energy & Project, ₹300 Cr) leads the queue.

    What's driving it
    • ₹1,230 Cr cross-division whitespace in play
    • Top opportunity CleanMax Toyotsu renewable PPA (300 MW by 2028) at ₹300 Cr (60%)
    FYI

    5 external demand signals tracked

  4. 4
    New-energy, rare-earths & circular pivot buildingOpportunity
    Why it matters

    Commission CleanMax capacity; scale MSTI/TTRI/CMRTA on the ELV Rules 2025 tailwind.

    What's driving it
    • New-business growth
    • Signal: Alert
    FYI

    CleanMax Toyotsu (300 MW by 2028), TREI rare earths and ELV / metals recycling scaling the Machinery, Energy & Project engine (+8% growth).

💎 Strategic value & Toyota-group synergyStep 3 of 7 · footprint & the data grainCompany HierarchyValue Creation PlanAll journeys
🌐 Enterprise 360 modules· on Org Roll-up 360Browse all 31 views ▾
● LiveBuilt forMD & Board· roll the whole footprint up or down by any unitGeography Head / Division Head· their slice, ranked against peersFinance / Transformation PMO· which rupees are actual vs still SAP-allocated

The roll-up lens, made operable. Pick the role you're signed in as and the tree opens at your scope; every level sums additively from the site grain. The TTIPL twist: each site is tagged site-grain actual, SAP-allocated, or region-only estimate — so the headline isn't just the number, it's how much of it you can bank. Divisions carry their division, transformation state and GM straight from the registry.

Data backing: site (revenue · contracted supply · monitored assets · data grain · coverage) · division registry (→ division, transformation status, GM) · org (leadership)
Access-scoped · additive · live ₹

Walk the org from any altitude

Set an access level, drill the tree, rank sites within a cohort, and see who owns each unit — each site links to its Service Centre 360, each division to its Divisions & Group Entities 360.

● Live ₹Signed in as MD & Board — scope:All geographies· 13 sites in view4 at-risk
Revenue
₹4,529 Cr
13 sites · FY25
Contracted / recurring supply
₹2,890 Cr
64% recurring / anchor mix
Trading gross ~5%
₹217 Cr
modeled trading margin
Monitored assets
190
processing / logistics / recycling
Site-grain coverage
8389%
trust as actuals
Scaling-engine share
100%
₹4,529 Cr from newer engines
Where this revenue is booked₹2,420 Cr actual · ₹2,109 Cr estimated
₹2,420 Cr
₹1,529 Cr
₹580 Cr

53% is site-grain actual; the rest is SAP-allocated from area/region postings while the S/4 cutover completes — shown as an estimate, reconciled to the geography total.

Peer cohort leaderboard
Group by
Sites
4
Revenue
₹1,450 Cr
Contracted supply
₹1,040 Cr
Coverage
9369%
#SiteSite-grain coverageGrain
1Bengaluru · World Trade Center (HQ), KA · Chemicals & Electronics (NEXTY)96%Actuals
2Bidadi (steel service centre · logistics · near TKM), KA · Steel Service Centre (TTSS)95%Actuals
3Chennai · Oragadam (parts & logistics · CMRTA), TN · Auto Parts & JIT Logistics92%Actuals
4Bidadi (TTRI steel recycling · TTBIL logistics), KA · Circular Economy & Recycling82%Allocated
Who owns thisGeography · South India (Bengaluru / Chennai hub)
Managing Director
Nobuaki Yahiro — Managing Director
Open Divisions & Group Entities 360 →
Group roll-up · MD & Board viewClick a row to see its owners · Geography → Division → Site
Geography · Division · SiteRevenueContractedTrading ~5%AssetsCoverageHealthGrain / link
(4)32%₹1,450 Cr₹1,040 Cr₹70 Cr789369%1/4
(1)17%₹750 Cr₹560 Cr₹36 Cr349500%Division 360 →
(1)7%₹300 Cr₹200 Cr₹14 Cr129600%Division 360 →
(1)7%₹300 Cr₹210 Cr₹14 Cr189200%Division 360 →
(1)2%₹100 Cr₹70 Cr₹5 Cr148200%1/1Division 360 →
(3)25%₹1,150 Cr₹800 Cr₹55 Cr488704%2/3
(1)14%₹620 Cr₹470 Cr₹30 Cr269000%1/1Division 360 →
(1)8%₹380 Cr₹240 Cr₹18 Cr108500%Division 360 →
(1)3%₹150 Cr₹90 Cr₹7 Cr128000%1/1Division 360 →
(3)24%₹1,080 Cr₹720 Cr₹52 Cr427847%
(1)10%₹450 Cr₹330 Cr₹22 Cr229100%Division 360 →
(1)8%₹380 Cr₹220 Cr₹18 Cr86000%Division 360 →
(1)6%₹250 Cr₹170 Cr₹12 Cr128400%Division 360 →
(2)12%₹549 Cr₹240 Cr₹26 Cr226962%1/2
(1)8%₹349 Cr₹120 Cr₹17 Cr167800%1/1Division 360 →
(1)4%₹200 Cr₹120 Cr₹10 Cr65500%Division 360 →
(1)7%₹300 Cr₹90 Cr₹14 Cr07000%
(1)7%₹300 Cr₹90 Cr₹14 Cr07000%Division 360 →
Revenue, contracted supply revenue and monitored assets roll up additively (every level = the sum of its children). Coverage is revenue-weighted. A site inherits its division, transformation status and GM from the division registry; ACT / ALLOC / REGION mark whether a site books at true site grain or is SAP-allocated while the S/4 cutover completes. Each site links to its Service Centre 360; each division to its Divisions & Group Entities 360.
Where to point the roll-up next

~₹100 Cr untapped margin · ₹1,230 Cr whitespace in play

The transformation isn't finished. Three queues that turn the org tree into a plan: engines still scaling, cross-segment whitespace, and the external signals pulling demand.

Transformation whitespace · untapped EBITDA
Circular Economy & Recycling
70% transformed · savings 62%
~₹49 Cr
In progress
Rare Earths (TREI)
78% transformed · savings 66%
~₹33 Cr
In progress
Airbags & Safety (TASI)
88% transformed · savings 80%
~₹14 Cr
In progress
Green Energy (CleanMax Toyotsu)
45% transformed · savings 30%
~₹5 Cr
In progress
Cross-segment whitespace · top opportunities
CleanMax Toyotsu renewable PPA (300 MW by 2028)
Machinery, Energy & Project · Proposal · 60% · signal-driven
₹300 Cr
New OEM steel service-centre mandate
Metals · Proposal · 58%
₹260 Cr
ELV & metals recycling scale-up (MSTI / TTRI / CMRTA)
Metals · Qualify · 48% · signal-driven
₹220 Cr
TREI rare-earth offtake & processing expansion
Machinery, Energy & Project · Develop · 55% · signal-driven
₹180 Cr
Machinery / plant-project export order (Africa / ASEAN)
Machinery, Energy & Project · Develop · 50%
₹150 Cr
External signals · demand pull
TKM steps up India production & exports; new capacity at Bidadi
High
News · Toyota Kirloskar Motor (TKM) · 2026-06-18 → anchor-customer volume drives steel processing, JIT parts & logistics demand
Steel & aluminium prices firm on global demand
High
News · Metals & industrial customers · 2026-06-02 → margin driver for the Metals division; thin trading spreads sensitive to input prices
India notifies End-of-Life Vehicles (ELV) Rules, 2025
High
News · Circular Economy & Recycling · 2026-05-20 → regulatory tailwind for MSTI / TTRI / CMRTA recycling & green-metals loop
India targets 500 GW non-fossil by 2030; C&I renewables surge
High
News · Green Energy (CleanMax Toyotsu) · 2026-05-08 → CleanMax Toyotsu 300 MW-by-2028 build-out; PPAs to Japanese corporates in India
Rare-earth supply-chain de-risking raises focus on domestic processing
Medium
News · Rare Earths (TREI) · 2026-04-22 → TREI (Visakhapatnam) monazite processing strategically significant for EVs / electronics