<DOCUMENT>
<TYPE>EX-99.3
<SEQUENCE>4
<FILENAME>ss56791_ex9903.txt
<DESCRIPTION>SUPPLEMENTAL MATERIAL FOR FINANCIAL RESULTS FOR FY2009 THIRD QUARTER (CONSOLIDA
<TEXT>
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<TABLE>
Supplemental Material for Financial Results for FY2009 Third Quarter (Consolidated)
( U.S. GAAP )
-------------
----------------------------------------------------------------------------------------------------------------------- ---------
FY2008 FY2009 FY2009
------------------------------------------------- ---------------------------
------------------------------
1Q 2Q 3Q 9 months 4Q 12 months 1Q 2Q 3Q 9 months Forecast
(2007/ (2007/ (2007/ (2007/ (2008/ ('07/4- (2008/ (2008/ (2008/ (2008/ ('08/4-
4-6) 7-9) 10-12) 4-12) 1-3) '08/3) 4-6) 7-9) 10-12) 4-12) '09/3)
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Vehicle Production 2,090 2,004 2,201 6,295 2,252 8,547 2,137 1,952 1,751 5,840
(thousands of units)
---------------------------------------------------------------------------------------------------------------------
(Japan) 1,239 1,190 1,358 3,788 1,373 5,160 1,252 1,198 1,088 3,539
- including
Daihatsu & Hino
[Daihatsu] [ 194 ] [ 182 ][ 197 ][ 572 ] [ 212 ][ 785 ] [ 197 ][ 190 ] [ 193 ][ 580 ]
[Hino] [ 26 ] [ 27 ][ 28 ][ 82 ] [ 30 ][ 111 ] [ 28 ][ 29 ] [ 21 ][ 78 ]
---------------------------------------------------------------------------------------------------------------------
(Overseas) 851 814 843 2,507 879 3,387 885 754 663 2,301
- including
Daihatsu & Hino
[Daihatsu] [ 17 ] [ 17 ][ 19 ][ 53 ] [ 27 ][ 80 ] [ 34 ][ 36 ] [ 29 ][ 99 ]
[Hino] [ - ] [ - ][ - ][ - ] [ - ][ - ] [ - ][ - ] [ - ][ - ]
---------------------------------------------------------------------------------------------------------------------
North America 340 306 300 946 322 1,268 326 237 208 771
.....................................................................................................................
Europe 184 157 183 524 187 711 168 126 99 393
.....................................................................................................................
Asia 220 237 241 697 263 961 263 259 250 771
.....................................................................................................................
Central and
South America 38 41 40 119 31 150 40 44 37 121
.....................................................................................................................
Oceania 35 42 39 115 33 149 38 38 31 108
.....................................................................................................................
Africa 34 31 40 106 43 148 50 50 38 137
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Vehicle Sales 2,162 2,139 2,281 6,583 2,331 8,913 2,186 2,064 1,838 6,089 7,320
(thousands of units)
--------------------------------------------------------------------------------------------------------------------- ---------
(Japan) 500 506 541 1,547 641 2,188 512 504 465 1,481 1,940
- including
Daihatsu & Hino
[Daihatsu] [ 140 ] [ 128 ][ 129 ][ 397 ] [ 174 ][ 571 ] [ 145 ][ 142 ] [ 140 ] [ 427 ] [ 590 ]
[Hino] [ 9 ] [ 13 ][ 11 ][ 33 ] [ 13 ][ 46 ] [ 9 ][ 11 ] [ 8 ] [ 28 ] [ 30 ]
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(Overseas) 1,662 1,633 1,740 5,036 1,690 6,725 1,674 1,560 1,373 4,608 5,380
- including
Daihatsu & Hino
[Daihatsu] [ 52 ] [ 52 ][ 51 ][ 155 ] [ 59 ][ 214 ] [ 59 ][ 57 ] [ 45 ] [ 161 ] [ 180 ]
[Hino] [ 16 ] [ 15 ][ 17 ][ 48 ] [ 17 ][ 65 ] [ 19 ][ 17 ] [ 16 ] [ 52 ] [ 70 ]
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North America 762 735 756 2,253 705 2,958 729 629 521 1,879 2,070
..................................................................................................................... .........
Europe 333 302 308 943 341 1,284 301 277 235 813 1,030
..................................................................................................................... .........
Asia 222 230 241 694 263 956 262 247 222 732 890
..................................................................................................................... .........
Central and
South America 77 82 91 250 70 320 85 82 67 235 260
..................................................................................................................... .........
Oceania 70 70 74 214 75 289 81 68 62 211 260
..................................................................................................................... .........
Africa 77 75 85 237 77 314 77 81 79 236 280
..................................................................................................................... .........
Middle East 120 136 183 439 158 597 137 174 185 495 590
..................................................................................................................... .........
Other 1 3 2 6 1 7 2 2 2 7
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Total Retail
Unit Sales 2,365 2,336 2,316 7,018 2,413 9,430 2,406 2,233 1,920 6,560
(thousands of units)
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Housing Sales (units) 853 1,412 1,195 3,460 1,971 5,431 916 1,520 1,501 3,937 5,400
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</TABLE>
<PAGE>
<TABLE>
Supplemental Material for Financial Results for FY2009 Third Quarter (Consolidated)
( U.S. GAAP )
-------------
----------------------------------------------------------------------------------------------------------------------- ---------
FY2008 FY2009 FY2009
----------------------------------------------- -------------------------
-----------------------------
1Q 2Q 3Q 9 months 4Q 12 months 1Q 2Q 3Q 9 months Forecast
(2007/ (2007/ (2007/ (2007/ (2008/ ('07/4- (2008/ (2008/ (2008/ (2008/ ('08/4-
4-6) 7-9) 10-12) 4-12) 1-3) '08/3) 4-6) 7-9) 10-12) 4-12) '09/3)
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Foreign Exchange Rates as premise:
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Yen to US Dollar 121 118 113 117 105 114 105 108 96 103 100
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Yen to Euro 163 162 164 163 158 162 163 162 127 151 143
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Market Share (Japan) approximately
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Toyota
(excluding 46.1 44.8 47.7 46.2 44.3 45.6 47.4 44.8 48.2 46.4 46%
Mini-Vehicles)(%)
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Toyota, Daihatsu and
Hino (including 42.1 43.4 42.2 42.0 43.6 43.7 42.8
Mini-Vehicles)(%)
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Number of Employees 309,797 316,121 316,121 323,650 324,537 322,045 322,045 (Note 1)
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Net Revenues
(billions of yen) 6,522.6 6,489.6 6,709.9 19,722.1 6,567.1 26,289.2 6,215.1 5,975.3 4,802.8 16,993.2 21,000.0
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Geographic Information
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Japan 3,662.9 3,653.9 3,984.8 11,301.6 4,014.2 15,315.8 3,660.8 3,546.5 3,014.1 10,221.4
.....................................................................................................................
North America 2,510.9 2,399.0 2,369.8 7,279.7 2,143.5 9,423.2 2,091.1 1,861.9 1,339.0 5,292.0
.....................................................................................................................
Europe 1,019.0 1,001.6 983.1 3,003.8 989.7 3,993.4 916.2 867.7 660.5 2,444.4
.....................................................................................................................
Asia 720.1 785.2 811.2 2,316.5 804.4 3,120.9 798.3 827.7 683.9 2,309.9
.....................................................................................................................
Other 559.7 569.2 641.2 1,770.1 524.0 2,294.1 628.7 592.7 381.5 1,602.9
.....................................................................................................................
Elimination -1,950.0 -1,919.3 -2,080.2 -5,949.6 -1,908.7 -7,858.2 -1,880.0 -1,721.2 -1,276.2 -4,877.4
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Business Segment
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Automotive 6,014.3 5,925.3 6,180.4 18,120.1 6,057.3 24,177.3 5,720.9 5,439.8 4,311.1 15,471.8
.....................................................................................................................
Financial Services 378.6 406.7 391.7 1,177.0 321.3 1,498.3 363.1 374.6 346.6 1,084.3
.....................................................................................................................
All Other 293.0 321.0 333.6 947.6 399.3 1,346.9 288.2 314.2 294.3 896.7
.....................................................................................................................
Elimination -163.3 -163.4 -195.8 -522.6 -210.8 -733.3 -157.1 -153.3 -149.2 -459.6
----------------------------------------------------------------------------------------------------------------------- ---------
Operating Income
(billions of yen) 675.4 596.7 601.5 1,873.7 396.7 2,270.3 412.5 169.5 -360.6 221.5 -450.0
(Operating Income
Ratio) (%) ( 10.4%) ( 9.2) ( 9.0) ( 9.5) ( 6.0) ( 8.6) ( 6.6) ( 2.8) ( -7.5) ( 1.3) ( -2.1)
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Geographic Information
-------------------------------------------------------------------------------------------------------------------
Japan 396.6 376.7 389.4 1,162.7 277.6 1,440.3 217.1 104.6 -164.2 157.5
.....................................................................................................................
North America 160.2 93.9 63.6 317.7 -12.4 305.3 69.1 -34.9 -247.4 -213.2
.....................................................................................................................
Europe 38.5 29.8 34.0 102.4 39.2 141.5 20.3 -11.5 -43.4 -34.6
.....................................................................................................................
Asia 49.6 67.1 64.3 181.0 75.4 256.4 69.3 67.8 40.5 177.7
.....................................................................................................................
Other 38.6 33.1 49.9 121.7 22.3 143.9 44.5 34.6 33.5 112.7
.....................................................................................................................
Elimination -8.1 -3.9 0.3 -11.8 -5.4 -17.1 -7.8 8.9 20.4 21.4
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Business Segment
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Automotive 622.1 559.5 567.8 1,749.5 422.5 2,171.9 332.3 133.6 -232.7 233.3
.....................................................................................................................
Financial Services 48.3 29.5 20.9 98.7 -12.2 86.5 79.1 28.1 -123.9 -16.6
.....................................................................................................................
All Other 4.1 6.0 11.8 21.9 11.1 33.0 2.9 8.9 0.0 11.8
.....................................................................................................................
Elimination 0.9 1.7 1.0 3.6 -24.7 -21.1 -1.8 -1.1 -4.0 -7.0
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Income before income 739.0 623.2 652.7 2,014.9 422.3 2,437.2 453.0 183.4 -282.1 354.3 -500.0
taxes (billions of yen)
(Income before income
taxes Ratio) (%) ( 11.3) ( 9.6) ( 9.7) ( 10.2) ( 6.4) ( 9.3) ( 7.3) ( 3.1) ( -5.9) ( 2.1) ( -2.4)
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Equity in Earnings
of Affiliated Companies 81.8 63.3 79.1 224.3 45.9 270.1 95.0 49.1 2.3 146.5
(billions of yen)
----------------------------------------------------------------------------------------------------------------------- ---------
Net Income (billions
of yen) 491.5 450.9 458.6 1,401.0 316.8 1,717.8 353.6 139.8 -164.7 328.8 -350.0
(Net Income Ratio)(%) ( 7.5) ( 6.9) ( 6.8) ( 7.1) ( 4.8) ( 6.5) ( 5.7) ( 2.3) ( -3.4) ( 1.9) ( -1.7)
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Shareholders Return
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Cash Dividends - 207.0 - 207.0 236.2 443.2 - 203.7 - 203.7 (Note 2)
(billions of yen)
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Cash Dividends - 65 - 65 75 140 - 65 - 65
Per share (yen)
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Payout Ratio (%) - 22.0 - 22.0 30.6 25.9 - 41.4 - 41.4
---------------------------------------------------------------------------------------------------------------------
Value of shares
repurchased 62.9 36.5 92.0 191.4 125.6 317.0 - 69.9 - 69.9
(billions of yen)
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Number of shares
canceled (thousands) - - - - 162,000 162,000 - - - -
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Number of Outstanding
Shares (thousands) 3,609,997 3,447,997 3,447,997 3,447,997 3,447,997 3,447,997 3,447,997
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</TABLE>
<PAGE>
<TABLE>
Supplemental Material for Financial Results for FY2009 Third Quarter (Consolidated)
( U.S. GAAP )
-------------
----------------------------------------------------------------------------------------------------------------------- ---------
FY2008 FY2009 FY2009
-------------------------------------------------- ----------------------------
-------------------------------
1Q 2Q 3Q 9 months 4Q 12 months 1Q 2Q 3Q 9 months Forecast
(2007/ (2007/ (2007/ (2007/ (2008/ ('07/4- (2008/ (2008/ (2008/ (2008/ ('08/4-
4-6) 7-9) 10-12) 4-12) 1-3) '08/3) 4-6) 7-9) 10-12) 4-12) '09/3)
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<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
----------------------------------------------------------------------------------------------------------------------- ---------
R&D Expenses 229.0 217.3 246.8 693.1 265.7 958.8 234.2 243.5 215.4 693.1 920.0
(billions of yen)
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Depreciation Expenses (Note 3)
(billions of yen) 242.9 260.7 244.5 748.1 294.3 1,042.4 245.3 275.6 270.1 791.0 1,100.0
--------------------------------------------------------------------------------------------------------------------- ---------
Geographic Information
--------------------------------------------------------------------------------------------------------------------- ---------
Japan 144.8 156.3 145.2 446.3 166.8 613.1 147.6 172.9 183.4 503.9 690.0
.................................................................................................................. .........
North America 44.3 46.1 44.3 134.7 68.8 203.5 44.2 46.9 40.3 131.4 210.0
.................................................................................................................. .........
Europe 24.2 26.5 24.3 75.0 26.0 101.0 23.8 25.7 18.8 68.3 100.0
.................................................................................................................. .........
Asia 19.8 20.7 20.2 60.7 20.5 81.2 19.0 19.4 19.9 58.3 60.0
.................................................................................................................. .........
Other 9.8 11.1 10.5 31.4 12.2 43.6 10.7 10.7 7.7 29.1 40.0
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Capital Expenditures (Note 3)
(billions of yen) 254.0 371.6 360.7 986.3 493.9 1,480.2 268.4 357.1 301.9 927.4 1,400.0
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Geographic Information
--------------------------------------------------------------------------------------------------------------------- ---------
Japan 135.7 214.9 207.9 558.5 304.6 863.1 148.9 211.6 190.3 550.8 820.0
.................................................................................................................. .........
North America 68.1 91.1 71.7 230.9 103.4 334.3 73.3 87.7 64.2 225.2 320.0
.................................................................................................................. .........
Europe 15.6 26.1 41.1 82.8 33.1 115.9 20.3 30.2 31.1 81.6 140.0
.................................................................................................................. .........
Asia 22.6 22.8 25.3 70.7 37.7 108.4 12.7 20.6 10.2 43.5 60.0
.................................................................................................................. .........
Other 12.0 16.7 14.7 43.4 15.1 58.5 13.2 7.0 6.1 26.3 60.0
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Total Liquid Assets
(billions of yen) 4,215.4 (Note 4)
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Free Cash Flow
(billions of yen) 751.5 (Note 5)
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Total Assets
(billions of yen) 34,184.7 33,890.6 34,499.7 34,499.7 32,458.3 32,458.3 34,185.5 32,898.6 29,591.0 29,591.0
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Shareholders' Equity
(billions of yen) 12,285.2 12,381.2 12,497.3 12,497.3 11,869.5 11,869.5 12,253.0 11,927.0 10,803.2 10,803.2
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Return on Equity (%) 16.3 14.6 14.7 15.4 10.4 14.5 11.7 4.6 -5.8 3.9
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Return on Asset (%) 5.9 5.3 5.4 5.6 3.8 5.3 4.2 1.7 -2.1 1.4
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Number of Consolidated 530
Subsidiaries
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No.of Affil. Accounted 55
for Under the Equity Method
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</TABLE>
<TABLE>
<S> <C> <C>
------------------------------------------------- Cautionary Statement with Respect to Forward-Looking Statements
Analysis of Net Income for FY2009 This report contains forward-looking statements that reflect Toyota's plans and
Third Quarter 3Q 9 months expectations. These forward-looking statements are not guarantees of future
(2008/ (2008/ performance and involve known and unknown risks, uncertainties and other factors
(billions of yen, approximately) 10-12) 4-12) that may cause Toyota's actual results, performance, achievements or financial
------------------------------------------------- position to be materially different from any future results, performance,
Effects of Marketing Activities -560.0 -650.0 achievements or financial position expressed or implied by these forward-looking
------------------------------------------------- statements. These factors include: (i) changes in economic conditions and market
Cost Reduction Efforts 0.0 -40.0 demand affecting, and the competitive environment in, the automotive markets in
------------------------------------------------- Japan, North America, Europe and other markets in which Toyota operates; (ii)
From Engineering -20.0 -100.0 fluctuations in currency exchange rates, particularly with respect to the value
----------------------------------------------- of the Japanese yen, the U.S. dollar, the Euro, the Australian dollar, the
From Manufacturing and Logistics 20.0 60.0 Canadian dollar and the British pound; (iii) Toyota's ability to realize
------------------------------------------------- production efficiencies and to implement capital expenditures at the levels and
Effects of Changes times planned by management; (iv) changes in the laws, regulations and
in Exchange Rates -250.0 -550.0 government policies in the markets in which Toyota operates that affect Toyota's
------------------------------------------------- automotive operations, particularly laws, regulations and government policies
Increases in Expenses, etc -152.1 -412.2 relating to trade, environmental protection, vehicle emissions, vehicle fuel
------------------------------------------------- economy and vehicle safety, as well as changes in laws, regulations and
(Changes in Operating Income) -962.1 -1,652.2 government policies that affect Toyota's other operations, including the outcome
------------------------------------------------- of future litigation and other legal proceedings; (v) political instability in
Non-operating Income 27.3 -8.4 the markets in which Toyota operates; (vi) Toyota's ability to timely develop
------------------------------------------------- and achieve market acceptance of new products; and (vii) fuel shortages or
Equity in Earnings of interruptions in transportation systems, labor strikes, work stoppages or other
Affiliated Companies -76.8 -77.8 interruptions to, or difficulties in, the employment of labor in the major
------------------------------------------------- markets where Toyota purchases materials, components and supplies for the
Income Taxes, Minority Interest production of its products or where its products are produced, distributed or
in Consolidated Subsidiaries 388.3 666.2 sold.
------------------------------------------------- A discussion of these and other factors which may affect Toyota's actual
(Changes in Net Income) -623.3 -1,072.2 results, performance, achievements or financial position is contained in
------------------------------------------------- Toyota's annual report on Form 20-F, which is on file with the United States
Securities and Exchange Commission.
</TABLE>
</TEXT>
</DOCUMENT>