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

Japan Post — FY2024 Earnings Presentation

120 slides from Japan Post's earnings presentation, Jul 30, 2025

Slide 1: BP AaeH
BP AaeH
Slide 2: Slide 2
Slide 3: Feassn /
Feassn /
Slide 4: BP exsuen-
BP exsuen- 7
Slide 5: BP exseen-7
BP exseen-7
Slide 6: BP exseen-7
BP exseen-7
Slide 7:   5,500 4,500 3,500 2,500 1,500 6,000 -500 4,000 2021 2022 2023 2024
  200 5,500 4,500 150 3,500 100 2,500 1,500 50 6,000 500 0 -500 4,000 2021 2022 2023 2024 2025 2,000 0
Slide 8: Feassn /
Feassn /
Slide 9: JP EY 3720259"
JP EY 3720259" HE 1k $2 ABRIL BOD eo -
Slide 10: BP exseen-7
BP exseen-7
Slide 11: BP exseen-7
BP exseen-7
Slide 12: Slide 12
Slide 13:              
               
Slide 14: 

Slide 15:   
  
Slide 16:  ✓ ー ✓ ✓ ✓ ✓ ✓
 ✓ ー ✓ ✓ ✓ ✓ ✓
Slide 17: a v v v v v v v v v v v v v
a v v v v v v v v v v v v v v v v v v v BP axsnn-7
Slide 18: Sys
Ss Ss Ss Sys BP exseen-7
Slide 19: ae oe
\ q J ae oe oe caMtBRL, 7-2BHMOASL—Yyavy—ERERRST OP vse
Slide 20:           
          
Slide 21: BP exseen-7
BP exseen-7
Slide 22:           
          
Slide 23: (Gl o>
C ) ) (Gl o> =) Qi»? r—ti‘S;C;*Y a GL Gea ed BP exseen-7
Slide 24: BP exseen-7
BP exseen-7
Slide 25: Slide 25
Slide 26: Slide 26
Slide 27: BP exsuen-
BP exsuen- 7
Slide 28:   
  
Slide 29: BP oxse-7
BP oxse-7
Slide 30:             
            
Slide 31:           • • • •
          • • • • • • • • • • •
Slide 32:    
   
Slide 33:     •  • •      
    •  • •        
Slide 34:       
      
Slide 35: ef: REBSO74-—VUFT7b e [BME
ef: REBSO74-—VUFT7b e [BME 7 @ AVAL ILETS H-ER) | @ LY AER, RRBIRE CO @ AEEYHF-ER SDGsBariaa @ ZEROAELYVY-ER | BP oxse- 7
Slide 36:           
          
Slide 37: 

Slide 38: ee es
ee es —_— ES BP oxse- 7
Slide 39: BP p55 amit
BP p55 amit
Slide 40:    
   
Slide 41:       
      
Slide 42:       
      
Slide 43: BP oxse-
BP oxse- 7
Slide 44: 

Slide 45: BP pletion
BP pletion
Slide 46:         
        
Slide 47:       
      
Slide 48: BP oxse-
BP oxse- 7 201s 201642027 018% 520105 2020" 2021 7022" ROO AYRO BK "FOYT BELS pra AYNG bE ORME O HE
Slide 49: Ad e
e e e Ad e ce PP DAIEER | pnisea (tae, > KKR Jia ss soos sat ase . EP pike) 9 > Ama ry emma | SN simeryaren care oman sist : . Camnammne=re } al RROD SHMRUIIT-RAI A ‘Dawa Reet Moragenen BP oxse- 7
Slide 50:    
   
Slide 51: Lh ow [— v
v v v Lh ow [— v qd) C v v v PP Bam v Paes AP arene BP exseen-7
Slide 52: BP exsuen-
BP exsuen- 7
Slide 53: 

Slide 54: BP oxse-
BP oxse- 7
Slide 55: 

Slide 56:            
           
Slide 57: Slide 57
Slide 58: SS sss
»»» SS sss Ss SySss
Slide 59: BP exsuen-
| I t BP exsuen- 7
Slide 60: BP exseen-7
BP exseen-7
Slide 61:              
               
Slide 62: BP exsuen-
BP exsuen- 7
Slide 63:     
    
Slide 64:  
 
Slide 65:              
                    
Slide 66:  • • • • • • • ー • •
 • • • • • • • ー • •
Slide 67: » andl fa » i
» andl fa » i
Slide 68: BP exseen-7
BP exseen-7 NN NSN
Slide 69: BP exseen-7
a.) Cy : ae BP exseen-7
Slide 70: Slide 70
Slide 71: BP exseen-7
BP exseen-7
Slide 72:   5,500 4,500 3,500 2,500 1,500 6,000 -500 4,000 2021 2022 2023 2024
  200 5,500 4,500 150 3,500 100 2,500 1,500 50 6,000 500 0 -500 4,000 2021 2022 2023 2024 2025 2,000 0
Slide 73: BP exseen-7
BP exseen-7
Slide 74: • • •
• • •
Slide 75: BP oxse-
BP oxse- 7
Slide 76: DBOX for Mori Building Co., Ltd. - Azabudai Hills
 DBOX for Mori Building Co., Ltd. - Azabudai Hills
Slide 77: BP exsuen-
BP exsuen- 7
Slide 78:   
  
Slide 79:     • • • ⁻ • ⁻ • ⁻ ⁻ •
    • • • ⁻ • ⁻ • ⁻ ⁻ • • ⁻ ⁻
Slide 80: Slide 80
Slide 81: BP exseen-7
YY BP exseen-7
Slide 82: BP exsuen-
BP exsuen- 7
Slide 83: BP exseen-7
BP exseen-7
Slide 84: Slide 84
Slide 85: Slide 85
Slide 86: Slide 86
Slide 87: Slide 87
Slide 88: Slide 88
Slide 89: Slide 89
Slide 90: Slide 90
Slide 91: Slide 91
Slide 92: Slide 92
Slide 93: Slide 93
Slide 94: Slide 94
Slide 95: Slide 95
Slide 96: 95
95
Slide 97:  2024 119,821 33,314 26,517 67,441 8,435 1,297 5,874 3,645 7.6% 3.7% 28.4% 5.7%
 2024 3 119,821 33,314 26,517 67,441 8,435 1,297 5,874 3,645 7.6% 3.7% 28.4% 5.7% 6,683 21 4,960 1,611 106 774 404 436 1.6% 97.2% 8.8% 37.1% 2 2,686 72 3,561 870 1,623 1 548 310 105 37.7 88.3% 9.5% 10.8% 1 2023 3 89 → 61.5 2 5,206 → 4,474 732  2024 3 2024 4 2024 3 6,600 150 4,700 1,500 101.3% 3 14
Slide 98:  2,800  3,500 2024/3 2024/3 2025 7,600 7 2,800 113 480 3 20
 113 2,800  25 25 50 3,500 2024/3 2024/3 2 2025 3 7,600 917 2,800 113 480 3 20 42 160 233 5,250 289 3,650 89 2,000 388 790 81 1 2 61.5 49.8 3  1 2024/3 30 33 5 40 2024/3 50 6 62.3 25 25 3,000 10 696 5 50 3,500 2025/3 57.2 25 25 4 180 909 6 120 24 4 2024/3 250 97
Slide 99: 12,000 11,158 9,662 9,914 10,000 9,161 9,141 8,644 7,952 8,306 8,000 6,683 6,000 5,694
12,000 11,158 9,662 9,914 10,000 9,161 9,141 8,644 7,952 8,306 8,000 6,683 6,000 5,694 6,576 4,819 4,996 4,960 4,926 4,908 4,420 4,555 3,739 3,791 3,942 4,000 3,561 4,115 3,092 2,866 2,648 3,457 2,797 2,000 1,798 1,681 1,611 1,491 1,435 1,175 854 423 522 228 796 21 0 15/3 16/3 17/3 18/3 19/3 20/3 21
Slide 100: 6,000 5,016 4,826 4,794 4,837 4,606 4,259 4,182 4,310 4,000 3,694 3,527 3,550 3,561
6,000 5,016 4,826 4,794 4,837 4,606 4,259 4,182 4,310 4,000 3,694 3,527 3,550 3,561 3,250 3,122 3,250 2,734 2,801 2,686 2,661 2,000 1,506 1,661 1,580 1,044 1,204 848 885 976 870 813 1,266 871 932 584 534 620 0 472 221 72 △ 289 △ 2,000 △ 3,852 △ 4,000 15/3 16/3 17/3 18/3 19/3 20/3 21/3 22/3 23/3 24/3
Slide 101: 20.3 21.3 22.3 23.3 24.3
20.3 21.3 22.3 23.3 24.3 100
Slide 102:   1,200 6,000 1,000 4,836 4,953 5,006 5,000 7 420 426 463 4,251
  1,200 6,000 1,000 4,836 4,953 5,006 5,000 800 357 428 497 420 426 463 4,251 4,307 4,323 261 4,019 600 176 4,000 400 521 614 585 547 594 568 554 547 3,000 200 0 2,000 '16 '17 '18 '19 '20 '21 '22 '23 16 17 '18 '19 '20 '21 '22 ( ) 800 671 623 651 646 638 640 8,000 6,851 4,000 6,354 6,664 6,532 6,25
Slide 103:  
  102
Slide 104:  
  103
Slide 105:     
     21 22 23 104
Slide 106:      
      105
Slide 107:    15,000 13,424 13,637 13,783 13,681 13,031 1,000 12,770 12,556 12,000 800
   15,000 13,424 13,637 13,783 13,681 13,031 1,000 12,770 12,556 12,000 800  9,000 455 600 376  6,000 242 240 400 3,000 128 78 200 0 - △200  - △211 △400  '16 '17 '18 '19 '20 '21 '22    180 177.3 172.2 167.8 163.5  160 152.4 148.5  144.4 140 135.7  120  100 '16 '17 '18 '19 '20 '21 '22 '
Slide 108:         
         107
Slide 109: • • • • • • •
• • • • • • • 108
Slide 110:  15,000 13,864 13,587 13,625 12,987 11,129 1,000 12,434 11,517 12,000 10,740 729 800
 15,000 13,864 13,587 13,625 12,987 11,129 1,000 12,434 11,517 12,000 10,740 729 800 633 596 9,000 493 600 397 445 377 6,000 400 245 3,000 200 0 0 '16 '17 '18 '19 '20 '21 '22 '23 13,864 13,587 13,625 12,987 12,434 2,016 2,085 2,092 11,517  1,869 10,740 11,129 1,760 1,175 3,927 1,210 1,791 3,722 3,
Slide 111:     
     110
Slide 112:   • • •         
  • • •          111
Slide 113: EBIT IFRS
 346 69 119 113 46 127 100 117 212 5 93 4 17 0 23 8 48 39 61 69 80 23 56 18 19 30 78 10 10 99 '16 '17 '18 '19 '20 '21 '22 '23 1 2023 3 2022 3 2 2023 3 2023 1 3 3 2022 3 EBIT IFRS 112
Slide 114:       
       1 113
Slide 115:  
  114
Slide 116:   PC
  PC 115
Slide 117:      
      116
Slide 118:    
    117
Slide 119:  
  3 118
Slide 120: 119
119

Japan Post Holdings — FY2024 Earnings Presentation on 6ix

Japan Post — FY2024 Earnings Presentation

Slide 1: BP AaeH

Slide 2: Slide 2

Slide 3: Feassn /

Slide 4: BP exsuen-

Slide 5: BP exseen-7

Slide 6: BP exseen-7

Slide 7:   5,500 4,500 3,500 2,500 1,500 6,000 -500 4,000 2021 2022 2023 2024

Slide 8: Feassn /

Slide 9: JP EY 3720259"

Slide 10: BP exseen-7

Slide 11: BP exseen-7

Slide 12: Slide 12

Slide 13:              

Slide 14: 

Slide 15:   

Slide 16:  ✓ ー ✓ ✓ ✓ ✓ ✓

Slide 17: a v v v v v v v v v v v v v

Slide 18: Sys

Slide 19: ae oe

Slide 20:           

Slide 21: BP exseen-7

Slide 22:           

Slide 23: (Gl o>

Slide 24: BP exseen-7

Slide 25: Slide 25

Slide 26: Slide 26

Slide 27: BP exsuen-

Slide 28:   

Slide 29: BP oxse-7

Slide 30:             

Slide 31:           • • • •

Slide 32:    

Slide 33:     •  • •      

Slide 34:       

Slide 35: ef: REBSO74-—VUFT7b e [BME

Slide 36:           

Slide 37: 

Slide 38: ee es

Slide 39: BP p55 amit

Slide 40:    

Slide 41:       

Slide 42:       

Slide 43: BP oxse-

Slide 44: 

Slide 45: BP pletion

Slide 46:         

Slide 47:       

Slide 48: BP oxse-

Slide 49: Ad e

Slide 50:    

Slide 51: Lh ow [— v

Slide 52: BP exsuen-

Slide 53: 

Slide 54: BP oxse-

Slide 55: 

Slide 56:            

Slide 57: Slide 57

Slide 58: SS sss

Slide 59: BP exsuen-

Slide 60: BP exseen-7

Slide 61:              

Slide 62: BP exsuen-

Slide 63:     

Slide 64:  

Slide 65:              

Slide 66:  • • • • • • • ー • •

Slide 67: » andl fa » i

Slide 68: BP exseen-7

Slide 69: BP exseen-7

Slide 70: Slide 70

Slide 71: BP exseen-7

Slide 72:   5,500 4,500 3,500 2,500 1,500 6,000 -500 4,000 2021 2022 2023 2024

Slide 73: BP exseen-7

Slide 74: • • •

Slide 75: BP oxse-

Slide 76: DBOX for Mori Building Co., Ltd. - Azabudai Hills

Slide 77: BP exsuen-

Slide 78:   

Slide 79:     • • • ⁻ • ⁻ • ⁻ ⁻ •