Toyota Bets Big on Post-Sale Car Revenue

Toyota Motor is strategically aiming for a substantial 40% increase in operating profit derived from areas outside of new-vehicle sales, targeting Y3tn by fiscal 2030. This ambitious goal is rooted in expanding what the company terms "value chain revenue," which includes revenue streams such as software updates, leasing, sales financing, and parts sales associated with the vast global fleet of Toyota vehicles. Currently, this segment contributes approximately Y2.1tn in operating profit, and Toyota plans to achieve annual increases of about Y150bn through to 2030.

Software-defined vehicles are central to Toyota's forward-thinking plan. For instance, the company has already introduced paid services enabling owners of specific models to adjust vehicle functions via a smartphone app. Simultaneously, Toyota is intensifying its efforts in parts supply, now operating from 16 regional hubs across 50 countries and planning to enhance its presence in markets with older average vehicle lifespans. The company also aims to boost domestic used-car sales significantly, projecting an increase to 550,000 units annually by 2030 from its current figure of around 350,000.

This multi-faceted strategy is underpinned by Toyota's considerable global scale, having sold over 10.5 million vehicles in 2025. The company is intensifying these efforts to bolster profitability amidst growing industry pressures from geopolitical conflicts, potential tariffs, and heightened competition, particularly from Chinese automakers. Toyota's leadership has expressed a desire to reduce the company's high break-even volume.