Arr Planner Co., Ltd. · TSE:2983

Arr Planner — FY2023 Earnings Presentation

54 slides from Arr Planner's earnings presentation, March 2023

1. Slide 1: Arr planner Group

   Arr planner Group 2983 20234F 15 #A RRA AA a3} I—K : 2983 BASH? -ILFSYI— 202347316

2. Slide 2: Company Overview

   COMPANY OVERVIEW / ., . / 2003 10 / / INTRODUCTION / 322 ※2023 1 / 393,693 ※2023 1 / 13 3 / / 1 2

3. Slide 3: Philosophy

   PHILOSOPHY All Satisfaction INTRODUCTION MISSION DESIGN TECHNOLOGY VISION VALUE 3

4. Slide 4: Agenda

   1. 2023 1 2. 3. 2 0 2 4 1 AGENDA 4. 5. A p p e n d i x 4

5. Slide 5: Topics

   2023 1 2Q 31,244 782 692 + 11.4% + 4.0% △54.4% TOPICS 1 TOPICS 2 TOPICS 3 692 54.4 3 2 31,244 30 11.4% 15.5% 2.7 782 TVCM 4.0% 43 TVCM 15.3% 5

6. Slide 6: + 11.4% △54.4% +4.0% 31,244 22,012 8,057 1,519 692 329 338 274 625 2021.1

   + 11.4% △54.4% +4.0% 752 782 31,244 599 423 444 325 22,012 28,057 1,519 692 329 338 274 625 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 5.0% 444 2.7% 338 4.0 782 6

7. Slide 7: 2021 9,424 9,099 8,262 6,977 7,243 6,752 6,076 ,612 6,108 435 399 5,799 374

   2021 1 3 9,424 535 9,099 8,262 560 6,977 7,243 6,752 6,076 6,612 6,108 435 399 5,799 374 4,349 4,609 303 317 149 △12 17 △3 △239 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 2 4 7

8. Slide 8: 4,969 21,750 24,977 26,275 3,079 + 61.4% + 5.2% 2021.1 022.1 2023.1 2021.1 2022.1

   4,969 21,750 24,977 26,275 261 3,079 + 61.4% + 5.2% 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 105 684 677 591 68 43 + 54.4% 399 401 324 24 △1.0% 1 62 8 44 267 285 276 7 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 2019 10 3 100 1.0 677 1 5.2 8

9. Slide 9: 2022 2023 28,057 100.0% 31,244 100.0% ＋11.4% 5,111 18.2% 4,835 15.5% △5.4% 3,592 12.8%

   2022 1 2023 1 28,057 100.0% 31,244 100.0% ＋11.4% 5,111 18.2% 4,835 15.5% △5.4% 3,592 12.8% 4,143 13.3% ＋15.3% 1,519 5.4% 692 2.2% △54.4% 1,383 4.9% 506 1.6% △63.4% 960 3.4% 327 1.0% △65.9% 182.05円 ― 61.06円 ― ― 5.4% 4,835 9

10. Slide 10: 2023 2022 2023 28,057 31,244 31,325 △ 5,111 4,835 ,848 △ 13 3,592 4,143

    2023 1 2022 1 2023 1 28,057 31,244 31,325 △ 80 5,111 4,835 4,848 △ 13 3,592 4,143 4,143 ― 1,519 692 705 △ 13 1,383 506 519 △ 13 960 327 336 △ 8 705 10

11. Slide 11: 2022 2023 27,378 30,473 ＋11.3% 2,349 1,643 △30.0% 8.6% .4% △3.2pt 648 726 ＋

    2022 1 2023 1 27,378 30,473 ＋11.3% 2,349 1,643 △30.0% 8.6% 5.4% △3.2pt 648 726 ＋ 12.1% 75 56 △24.5% 11.6% 7.8% △ 3.8pt 30 44 ＋44.2% 29 44 ＋51.9% 94.7% 99.8% ＋5.1pt △933 △1,052 ― 28,057 31,244 ＋11.4% 1,519 692 △54.4% 11

12. Slide 12: 2022 2023 7,895 28.1% 8,482 27.1% ＋7.4% 16,908 60.3% 18,443 59.1% ＋9.1% 1,453 5.2%

    2022 1 2023 1 7,895 28.1% 8,482 27.1% ＋7.4% 16,908 60.3% 18,443 59.1% ＋9.1% 1,453 5.2% 2,421 7.8% ＋66.7% 605 2.2% 631 2.0% ＋4.3% 514 1.8% 494 1.6% △4.0% 648 2.3% 726 2.3% ＋12.1% 30 0.1% 44 0.1% ＋44.2% 28,057 100.0% 31,244 100.0% ＋11.4% 12

13. Slide 13: 2022 2023 2022 2023 20,830 22,290 ＋1,460 13,766 14,799 ＋1,032 3,381 2,974 △407 8,147

    2022 1 2023 1 2022 1 2023 1 20,830 22,290 ＋1,460 13,766 14,799 ＋1,032 3,381 2,974 △407 8,147 11,010 ＋2,862 16,774 18,468 ＋1,694 5,619 3,789 △ 1,829 674 847 ＋173 4,862 5,170 ＋308 1,725 1,934 ＋208 4,404 4,745 ＋340 22,555 24,224 ＋1,669 457 425 △32 2022 1 ( ) 2023 1 ( ) ( − ) 18,629 19,970 ＋1,341 17.4 %

14. Slide 14: Cash flow

    2022 1 2023 1 △ 2,456 △3,066 △379 △468 3,619 3,101 782 △433 2,443 3,226 3,226 2,793 14

15. Slide 15: 23,107 28,940 29,930 +3.4% 80 △8.4% 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 6,811 7,485

    635 772 707 23,107 28,940 29,930 323 431 427 +3.4% 312 341 280 △8.4% 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 6,811 7,485 6,452 14,469 17,112 + 18.3% 9,536 △13.8% 2021.1 2022.1 2023.1 2021.1 2022.1 2023.1 15

16. Slide 16: 1,519 2022.1 2023.1 2020.1 2021.1 2022.1 2023.1 ※ 2020 1 5 2021 1 30

    322 306 292 1,519 200 325 242 197 505 169 81 692 2022.1 2023.1 2020.1 2021.1 2022.1 2023.1 ※ 2020 1 5 2021 1 30 2022 1 47 2023 1 65 16

17. Slide 17: Web 2022 Web

    23,052 Web 2 2022 12 Web +358.7% +0.5pt 16,794 79.7 % 79.2 % 9,231 6,587 4,046 5,025 2,649 3,159 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2022.1 2023.1 2022.1 2023.1 2023 1 2.3 358.7 1 8 17

18. Slide 18: Shareholder returns

    2023 1 2023 1 10 1 61.06円 上限 70,000株 1.3 1 15.00円 上限 50百万円 2023年1月11日から 5.00円 2024年1月10日まで 24.6％ 2023 1 1 15 2023 1 10 18 18

19. Slide 19: Agenda

    1. 2023 1 2. 3. 2 0 2 4 1 AGENDA 4. 5. A p p e n d i x 19

20. Slide 20: Growth strategy

    @2. 4HOMD MA | WPS BEAM MP UNG SIRE. MTIVCME A YLT Bah t Garr gattery PIER IU — eH TUR CMR“ —Y : https://www.arrplanner.co.jp/cm, + 20228A278 & OWS ERS AD MAP UNG SCRE * WBS ERS WET X-LEV SIS IRA LEMCME BRASS RBLY PV CHiR else 20

21. Slide 21: Showroom openings (Tokyo area)

    2023 1 ➀ アールギャラリー 三鷹展示場 アールギャラリー 小金井・府中展示場 DESIGN GALLERY 立川 2022. 4 OPEN 2022. 9 OPEN 2022. 4 OPEN マチかど展示場 「国分寺東恋ヶ窪の家」 2022年7月OPEN 2023 1 1 2 1 21

22. Slide 22: Showroom openings (Aichi area)

    2023 1 アールギャラリー 豊田展示場 アールギャラリー 岡崎西展示場 DESIGN GALLERY 名古屋栄 2022. 4 OPEN 2023. 1 OPEN 2022. 2 OPEN マチかど展示場 「岡崎橋目・清須西市場・中村区横井の家」 2022年7･9月OPEN 2023 1 1 2 3 22

23. Slide 23: 2023 2022 2022 +3 +1 2023 2023

    2023 1 2022 1 2022 1 5 21 +3 +1 8 22 2023 1 2023 1 30 30 23

24. Slide 24: OPEN OPEN

    https://www.arrplanner-fudosan.co.jp/ 2023 2 1 OPEN F Web https://www.f-no-ie.com/ 2022 12 26 Instagram OPEN 1 4 24

25. Slide 25: Owners Club

    @2. 4HOMD MA : A-+tF+-tAWAY—bk74aYFT7Y TARR PLANNER OWNERS CLUB) @UU—-Z t ARR PLANNER CLUB FESRABOUR—bAMRRICMI CT. F-F—-HAWIAY-—FKI4A2YIFTY TARRPLANNER OWNERS CLUB) @UU—Z% + ESARD RMICDKSON-bKF-CULT. SBCHLOSHIAWLTU< TERMS CBT A=A—OTRM (—#) bast PPAF —PSOSAS EPRBCRNET TU CAlt MSECCMCERT. S885 SEEVOES

26. Slide 26: Before After

    サスティナブルな社会の実現を目指して Before After 26

27. Slide 27: IR activities

    2023 1 3 17 2022 1 6 17 1 6 21 7 11 8 27 2022 9 9~10 2022 9 12 2 12 16 3 2022 8 27 2022 9 9~10 IR 2022 IR 2022 27

28. Slide 28: 2023 2022 18 28

    2023 1 2 21 4 18 8 25 9 1 10 4 10 6 11 21 12 22 12 26 2022 8 18 28

29. Slide 29: Agenda

    1. 2023 1 2. 3. 2 0 2 4 1 AGENDA 4. 5. A p p e n d i x 29

30. Slide 30: Growth Up Topics

    2024 1 34,000 920 830 + 8.8% + 7.7% + 19.9% GROWTH UP GROWTH UP GROWTH UP TOPICS 1 TOPICS 2 TOPICS 3 34,000 8.8% 2024 1 830 19.9% 920 7.7% 1 15円 2024 1 360 38 20.1％ 30

31. Slide 31: Growth Up

    34,000 + 8.8% + 19.9% GROWTH UP GROWTH UP 1,519 830 31,244 28,057 22,012 625 692 2021.1 2022.1 2023.1 2024.1 2021.1 2022.1 2023.1 2024.1 31

32. Slide 32: Growth Up

    10 920 854 796 3 120 6 69 38 681 3 590 79 7 + 7.7% 423 444 109 500 325 219 GROWTH UP 329 338 290 255 274 2020.1 2021.1 2022.1 2023.1 2024.1 2024 1 790 920 32

33. Slide 33: 2023 2024 2024 31,244 100.0% 34,000 100.0% ＋8.8% 16,000 100.0% 4,835 15.5% 5,430 16.0%

    2023 1 2024 1 2024 1 31,244 100.0% 34,000 100.0% ＋8.8% 16,000 100.0% 4,835 15.5% 5,430 16.0% ＋12.3% 2,453 15.3% 4,143 13.3% 4,600 13.5% ＋11.0% 2,253 14.1% 692 2.2% 830 2.4% ＋19.9% 200 1.3% 506 1.6% 600 1.8% ＋18.5% 90 0.6% 327 1.0% 400 1.2% ＋22.2% 60 0.4% 61.06円 ― 74.48円 ― ― 11.17円 ― 2023 1 2023 1 33

34. Slide 34: 2023 2024 8,482 27.1% 7,600 22.4% △ 10.4% 18,443 59.1% 0,558 60.4% ＋11.5% 2,421

    2023 1 2024 1 8,482 27.1% 7,600 22.4% △ 10.4% 18,443 59.1% 20,558 60.4% ＋11.5% 2,421 7.8% 4,072 12.0% ＋68.1% 631 2.0% 720 2.1% ＋13.9% 494 1.6% 500 1.5% ＋1.1% 726 2.3% 500 1.5% △31.2% 44 0.1% 50 0.1% ＋12.6% 31,244 100.0% 34,000 100.0% ＋8.8% 34

35. Slide 35: 2023 2024 61.06円 74.48円 15.00円 15.00円 5.00円 5.00円 .6％ 20.1％ 2024 1 1 15

    2023 1 2024 1 1 61.06円 74.48円 1 15.00円 15.00円 5.00円 5.00円 24.6％ 20.1％ 2024 1 1 15 35 35

36. Slide 36: Agenda

    1. 2023 1 2. 3. 2 0 2 4 1 AGENDA 4. 5. A p p e n d i x 36

37. Slide 37: O41 NES

    O41 NES | RRR ATITE t BRALU ST TORROME RELUPCTOBSGSELIIFTP YT FIONYI-TT 4 VIDOE AhkyFEYRA> FEMS (PTISTLNVA—) OIE AMRA + BRO tet 31

38. Slide 38: 1. 6,700 4,969 + 34.8% 3,079 61 6 2021.1 2022.1 2023.1 2024.1 6 2

    1. 5 1 1 1 2 4 2 6 3 1 2 2 6,700 3 4,969 + 34.8% 4 5 3,079 261 6 2021.1 2022.1 2023.1 2024.1 6 2 140 2023 1 20 108 3 5 73 24 43 60 + 29.6% 1 62 60 9 44 1 7 2021.1 2022.1 2023.1 2024.1 2019 38

39. Slide 39: 2. 7 5 11 27,300 + 3.9% 8 8 24,977 26,275 9 21,750 7

    2. 1 1 7 6 2 2 8 6 3 3 3 3 13 1 4 4 4 5 5 2 14 2 4 1 6 6 5 7 7 5 11 27,300 + 3.9% 8 8 24,977 26,275 9 21,750 7 9 10 10 11 12 12 13 8 14 2021.1 2022.1 2023.1 2024.1 14 8 2023 1 723 3 746 10 780 3 672 6 100 + 4.6% 33 66 78 399 401 440 324 267 285 276 230 2021.1 2022.1 2023.1 2024.1 39

40. Slide 40: YouTube Instagram

    3. YouTube Instagram https://www.arrgallery.jp/ https://www.arrplanner-fudosan.co.jp/ https://www.f-no-ie.com/ https://renotech.nagoya/ 40

41. Slide 41: O41 NES

    O41 NES AREY RAR HEM (ST ISTLANVA—) OMIM t eo @. EARS RRCBDO FIF-XAYVFFHYA e e Arr planner C ) —_ ACR S hiet —F-ED SO SERN ©. e FERVWICH LU ME REACS ——— a YJa-heVIN-Yay A-F-ROTEEWE FL IRZAAMWANCRORSIP TY _ aie msn TARR PLANNER OWNERS CLUB) ete SH BR 20228114 — E 2B Ju FAUICISZ SBRBIA VIS @ © Remar P

42. Slide 42: 5. 2020.1 2021.1 2022.1 2023.1 2024.1 20.1 5 2021.1 30 2022.1 47 2023.1 65

    5. 360 322 306 292 242 2020.1 2021.1 2022.1 2023.1 2024.1 2020.1 5 2021.1 30 2022.1 47 2023.1 65 2024.1 75 42

43. Slide 43: O4,RERRK

    | s { O4,RERRK RR (EE) | | .aeeryrtomeoms Nt OMac OMALEDSUABELY PICU. RBLUP TCORMEFIL 28EM LRROMRE BIBT OD mBL UP CORRS TITY WE CHSRBLUTICSWTS. MEBEEDLCERSEYIF IP YTS | A aby pee ERE (S17 27 LN a—) OBE LTV (Life Time Value/3 1 727 LN\Va—) BLMBREBC TT SERRE FB CDLOSHESULTU< TERMS) SBT BF See T FT 4 Y

44. Slide 44: Agenda

    1. 2023 1 2. 3. 2 0 2 4 1 AGENDA 4. 5. A p p e n d i x 44

45. Slide 45: Appendix

    @5.APPENDIX | BROBPRCBSA NTITh t FIBNY-TT 4 VFECBACLEREH [Sey MERE) Mi) DIDOBMALZEDADHKKIAZLNI4-VYAZORMESO RM MEMES X (SES xX FET OVYARYS + Foyb74—-L 45

46. Slide 46: YouTube Instagram

    1. YouTube Instagram https://www.arrgallery.jp/ https://www.arrplanner-fudosan.co.jp/ https://www.f-no-ie.com/ https://renotech.nagoya/ 46

47. Slide 47: FE MEE OS

    FE MEE OS REL= THT F—CUS EAI C —B—Be BROTH F—-BTSYIVIL, CRDOOE EWELHAHLET Oh BRE SE O 5 PRES CNE CHD oe TERE EOIAVUT 4+) CRRL TUT Y HEKSbt CRUISE EGS CERLED . CBE its 9 UK~MKOBED FEWLPT iia eo TT UE + EREIC Bo HES HS Garr cattery 1,800 ~ 2,7005AO HIE NS Che tt “Gromer e YFYI LIBRE Gratr cattery TFT

48. Slide 48: One Stop Platform

    | @5. APPENDIX 3. VEE S1 X (RES XK RHE OVYARYA > F5ybhkIa—-h { ONE STOP PLATFORM e F-WI3Y FRO Barr gattery. EE JEM(EB OBA OQF¥TY BHA CHEDY OBALCKOE TTY + RH (IC BDERT UT Y + RET HESO/ IND, BHEOSS) DREEORA COAMEBHN-BRN-IARNI4-VYA + HICA DEES TE CSA EES CoRR —AERRSt ia HBA PABOFa, AZAb, ROBIN AHEM KSL

49. Slide 49: Before After

    EV Powerwall Powerwall Before After 3 49

50. Slide 50: 399,000 1,500 1,200 4.0 1.9 253,000 z ,000 600 100 57,000 37,000 19,000 55,000

    13 399,000 1,500 1,200 250 200 4.0 900 150 1.9 253,000 z 114,000 600 100 57,000 37,000 19,000 55,000 59,000 146,000 300 50 0 0 5.9 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 92,000 79,000 171,000 13 50

51. Slide 51: 160,000 190.0 180.0 140,000 175.2 170.0 120,000 159.1 0.0 100,000 147.2 150.0 141.6 140.0

    160,000 190.0 1 180.0 140,000 175.2 4 170.0 120,000 159.1 160.0 100,000 147.2 150.0 141.6 140.0 136.4 80,000 132.2 130.0 126.2 60,000 118.4 120.0 40,000 86,575 110.3 110.0 103.6 117.5 100.0 101.3 100.2 20,000 107.0 38,374 38,023 100.0 103.1 102.1 101.6 100.0 100.0 99.3 100.1 10,815 90.0 96.7 97.3 97

52. Slide 52: PERFORMANCE

    PRICE 3,000 4,200 DESIGN 2,000 3,000 PERFORMANCE 1,800 2,700 1,200 1,800 52

53. Slide 53: https://www.arrplanner.co.jp/contact/ir/ INFORMATION https://www.arrplanner.co.jp/

    https://www.arrplanner.co.jp/contact/ir/ INFORMATION https://www.arrplanner.co.jp/ https://ir.arrplanner.co.jp/ja/ir.html 53

54. Slide 54: Notes

    OCRRERBLENT42R 85 BRERICSWHHEWELELEBHASE SOICBRIS. (Ai Lta#k1 (forward-looking statements) £2AERT CNS, HESS RAS. FHRVVUATEHSBEIBO< BOTH. RAVI CHSOMMCSRESBREBS SPHERES AAET ENSVYADCRBRECS. —MNSRFRS SUICHRORM. BF. BAABLH CW 2k RH SHARVERHCRARTOSENET

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