Japan Post Holdings Co., Ltd. · TSE:6178

Japan Post — H1 FY2022 Earnings Presentation

28 slides from Japan Post's earnings presentation, Nov 18, 2021

  1. Slide 1: Financial Results Briefing for the Six Months Ended September 30, 2021

    Financial Results Briefing for the Six Months Ended September 30, 2021 November 18, 2021

  2. Slide 2: Contents

    Contents Financial Highlights for the Six Months Ended September 30, 2021 2 Consolidated Financial Results Forecast for the Fiscal Year Ending March 31, 2022 14 JP Vision 2025: Progress of Initiatives Aimed at New Growth 16 Appendix 22 Copyright© JAPAN POST HOLDINGS All Rights Reserved.

  3. Slide 3: Financial Highlights for the Six Months Ended September 30, 2021

    Financial Highlights for the Six Months Ended September 30, 2021 Copyright© JAPAN POST HOLDINGS All Rights Reserved.

  4. Slide 4: Japan Post Holdings: Financial Highlights

    Japan Post Holdings: Financial Highlights Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  5. Slide 5: Japan Post Co. (Consolidated) [Postal and Domestic Logistics Business]: Financial Results

    Japan Post Co. (Consolidated) [Postal and Domestic Logistics Business]: Financial Results Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  6. Slide 6: Japan Post Co. (Consolidated) [Post Office Business]: Financial Results

    Japan Post Co. (Consolidated) [Post Office Business]: Financial Results Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  7. Slide 7: Japan Post Co. (Consolidated) [International Logistics Business]: Financial Results

    Japan Post Co. (Consolidated) [International Logistics Business]: Financial Results Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  8. Slide 8: Japan Post Co. (Consolidated): Financial Highlights

    Japan Post Co. (Consolidated): Financial Highlights Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  9. Slide 9: Japan Post Bank (Consolidated): Financial Highlights

    Japan Post Bank (Consolidated): Financial Highlights Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  10. Slide 10: Japan Post Bank (Non-consolidated): Net Interest Income, etc.

    Japan Post Bank (Non-consolidated): Net Interest Income, etc. Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  11. Slide 11: Japan Post Bank (Non-consolidated): Status of Investment Assets

    Japan Post Bank (Non-consolidated): Status of Investment Assets Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  12. Slide 12: Japan Post Insurance (Consolidated): Financial Highlights

    Japan Post Insurance (Consolidated): Financial Highlights Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  13. Slide 13: Japan Post Insurance (Consolidated): Status of Insurance Policies

    Japan Post Insurance (Consolidated): Status of Insurance Policies Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  14. Slide 14: Japan Post Insurance (Consolidated): Status of Investment Assets

    Japan Post Insurance (Consolidated): Status of Investment Assets Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  15. Slide 15: Consolidated Financial Results Forecast for the Fiscal Year Ending March 31, 2022

    Consolidated Financial Results Forecast for the Fiscal Year Ending March 31, 2022 Copyright© JAPAN POST HOLDINGS All Rights Reserved.

  16. Slide 16: Japan Post Holdings: Consolidated Financial Results Forecast for FY Ending March 31, 2022

    Japan Post Holdings: Consolidated Financial Results Forecast for the Fiscal Year Ending March 31, 2022 Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  17. Slide 17: JP Vision 2025: Progress of Initiatives Aimed at New Growth

    JP Vision 2025: Progress of Initiatives Aimed at New Growth Copyright© JAPAN POST HOLDINGS All Rights Reserved.

  18. Slide 18: Aiming for New Growth

    Aiming for New Growth • The government has completed sales of the Company’s shares down to its legally obligated shareholding level. • We aim to dispose of our equity interests in the two financial subsidiaries to lower the holding ratio to 50% or less as early as possible in the period through FY3/

  19. Slide 19: Aiming for New Growth

    Aiming for New Growth Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  20. Slide 20: Aiming for New Growth: Major Partnerships and Collaborations

    Aiming for New Growth Major partnerships and collaborations with other companies (FY3/2022) Logistics DX Finance ESG Tokyo Electric Rakuten Group Power Group Sagawa Express Aflac Incorporated Aflac Life Insurance Japan Post office counter Family Mart ACSL Alliances with regional banks Yusen Real Est

  21. Slide 21: Aiming for New Growth: Selection and Concentration of Business Portfolio

    Aiming for New Growth Selection and concentration of business portfolio Toll Holdings Limited  Sale of the global express business (announced on April 21, transfer procedures completed on August 31)  Promotion of a transition to an Asia-focused business model Sale of Rafre Saitama and Japan Post H

  22. Slide 22: Shareholders Returns

    Shareholders Returns Dividend Share Repurchase Historical Dividends Historical Share Repurchase Having maintained annual dividends of Totaling approx. JPY 1.1 tn since IPO 50 yen or more per share since IPO (equivalent to 16.3% of regardless of fluctuations in business issued shares at the time of I

  23. Slide 23: Appendix

    Copyright © 2021 JAPAN POST GROUP. All Rights Reserved.

  24. Slide 24: [Appendix 1] Japan Post Holdings: Organization Chart

    [Appendix 1] Japan Post Holdings: Organization Chart As of September 30, 2021 Postal and Domestic Logistics Business Japan Post Transport JP Media Direct Japan Post Maintenance Tokyo Beiyu JP Biz Mail JP Rakuten Logistics Post Office Business Japan Post Trading Service JP Tokyo Tokusenkai Japan Post

  25. Slide 25: [Appendix 2] Japan Post Co. (Consolidated): Quarterly Consolidated Statements of Income

    [Appendix 2] Japan Post Co. (Consolidated): Quarterly Consolidated Statements of Income (Billions of yen) For the three-month For the three-month For the three-month For the three-month Year-on-year Year-on-year period from Apr. to period from Apr. to period from Jul. to period from Jul. to change c

  26. Slide 26: [Appendix 3] Trends in Net Ordinary Income and Net Income

    [Appendix 3] Trends in Net Ordinary Income and Net Income Trends in Net Ordinary Income Trends in Net Income (Billions of yen) (Billions of yen) 600.0 300.0 547.6 265.1 500.0 250.0 236.5 402.6 178.9 235.3 360.6 200.0 400.0 325.6 144.8 150.0 124.2 300.0 100.0 93.6 80.5 201.1 76.3 172.0 200.0 50.0 38.

  27. Slide 27: [Appendix 4] Shareholder Composition

    [Appendix 4] Shareholder Composition Start share repurchase Share Share Share Cancellation of Nov. 1, 2021, to Apr. 28, 2022 Million repurchase repurchase repurchase treasury stock Cancellation intended after shares Dec. 3, 2015 Sep. 13, 2017 Jun. 11, 2021 Jun. 30, 2021 repurchase Third sale of shar

  28. Slide 28: For inquiries about this document, please contact: Japan Post Holdings IR Office

    For inquiries about this document, please contact: Japan Post Holdings Co., Ltd. IR Office Email: irshitsu.ii@jp-holdings.jp <Disclaimer> This document contains forward-looking statements regarding the outlook and targets of the Japan Post Group and its group companies. These statements are based on

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