Meiji Holdings Co., Ltd. · TSE:2269

Meiji — Q2 FY2014 Earnings Presentation

25 slides from Meiji's earnings presentation, Nov 19, 2013

  1. Slide 1: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    2013.11.19 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  2. Slide 2: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    2 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  3. Slide 3: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    3 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  4. Slide 4: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    14,000 700 11,900 12,000 600  11,066 11,110 11,092 11,265 11,280 10,000 500  400 8,000 400 340  287 299 6,000 300 258 201 4,000 200 2,000 100  0 0 09 10 11 12 13 14 1 11 2 13 11 12 4 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  5. Slide 5: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

      5 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved. 13 11 12

  6. Slide 6: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    120 121 80 82 40 12 13 10 12 3 0 12 13 10 12 0 ᇞ5 ‐10 12 13 6 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  7. Slide 7: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

     1,800 4,000 1,600 3,500  1,400 3,000 1,200 2,500  1,000 2,000 800 1,500  600 1,000 400 200 500 0 0 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 7 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  8. Slide 8: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

         8 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  9. Slide 9: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

       9 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  10. Slide 10: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

          10 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  11. Slide 11: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

         11 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  12. Slide 12: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    13 12   15 200  13 8   50 12 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  13. Slide 13: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

      13 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved. 13 11 12

  14. Slide 14: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    1,600 800 1,400 1,337 1,400 600 584 596 +4.6% 1,242 1,252 1,273 81 70 1,200 1,153 1,133 1,130 1,153 400 1,097 503 526 1,000 200 0 800 12 13 600  400 309  200 0  05 06 07 08 09 10 11 12 13 14   14 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  15. Slide 15: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    250 195 204 213 214 226  200 150 132 150 123 129 150 100  50 72 75 81 64 76 0 09 10 11 12 13 15 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  16. Slide 16: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    16 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  17. Slide 17: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

       17 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  18. Slide 18: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    18 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  19. Slide 19: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    5,650 5,629 +0.3% +17 0.4% 21 120 158 +58.2% +58 +32.5% +38 130 179 +51.8% +62 +37.7% +49 65 97 +85.9% +45 +50.6% +32 5,073 5,041 +0.1% +2 0.6% 32 85 133 +103.3% +68 +57.3% +48 596 596 +2.0% +12 +0.1% 0 32 24 26.4% 9 23.9% 8 19 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved

  20. Slide 20: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    20 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

  21. Slide 21: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    +0.3% 0.0% +0.1% 5,629 +17 5,750 5,650 1 11,400 11,280 +15 +58.2% +14.5% +31.5% 158 +58 170 181 +23 290 340 +82 +51.8% +1.5% +21.9% 179 +61 170 175 +2 300 355 +64 +85.9% 19.1% +14.1% 97 +45 100 92 21 165 190 +23 +0.1% 1.2% 0.6% 5,041 +2 4,999 4,918 58 10,072 9,960 55 +103.3% +2.5% +36.7% 133 +67 129

  22. Slide 22: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    +3.5% +2.1% +2.8% 3,212 3,007 3,083 6,091 6,296 +108 +63 +172 +46.6% 7.3% +17.1% 121 94 94 184 216 +38 6 +31 4.6% 3.7% 4.1% 928 1,000 956 1,956 1,885 44 35 80 +302.1% +21.1% +46.6% 12 39 36 45 49 +9 +6 +15 +4.9% +1.5% +3.2% 430 402 390 825 821 +19 +5 +25 ― ― ― 12 0 3 3 16 +18 +7 +25 +3.6% 0.9% +1.3%

  23. Slide 23: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

       23 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved. 13 11 12

  24. Slide 24: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    24 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved. 13 11 12

  25. Slide 25: Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved.

    383 376 218 511 1,617 408 408 198 410 1,265 238 262 123 263 735 137 111 36 78 153 305 506 258 683 1,705 2,100~ 2,053 2,054 2,056 2,040 2,300 2.3 5.5 ― 5.5 7% 80 80 40 80 ―  25 2013.11.19 Copyright © 2013 Meiji Holdings Co., Ltd. All rights reserved. 13 11 12

Meiji Holdings — Q2 FY2014 Earnings Presentation on 6ix