Japan Tobacco Inc. · TSE:2914

Japan Tobacco — Q2 2019 Earnings Presentation

9 slides from Japan Tobacco's earnings presentation, Jul 31, 2019

  1. Slide 1: JT Group CFO presentation 2019 Q2

    ফ২ਸ਼஛઄਋ৠ઴ -7 *URXS&)2 ৄෂ ઉ೗ ‫پ‬মৱમपஅऽोॊਯகम૚হ঵भ঵ౚ॑ীऊॉृघऎହ৥घॊञीपઞ৷खथउॉ‫ؚ‬ଃਜ౾਀भਯகध౮ऩॊৃ়ऋँॉऽघ‫؛‬ ‫پ‬৷ୁभ৒ଝपणःथम‫ؚ‬५ছॖॻ‫ؚ‬प੶ൗखथउॉऽघ‫؛‬ లਟपঢ়घॊ੶஽ಉपणःथभओିਔ মৱમपम‫ؚ‬ਊ঺ྼमਊ঺ॢঝ‫ش‬উभ঵ౚपঢ়৴खथలਟपঢ়घॊ੶஽॑அ॒दउॉऽघ‫؛‬ऊऊॊలਟपঢ়घॊ੶஽म‫َؚ‬અइथःऽघَُৄ੢ ॒दःऽघَُ੒਋खथःऽघَُ੒୳खथःऽघَُ੒ৄखथःऽघَُੑ઺َُਅറَُ૭ચਙُಉभୁ཭ृ‫ؚ‬లਟभহ঵ણ৿‫ؚ‬঵ౚ‫ؚ‬হ଴ ྼम૖੯॑਀घ৊

  2. Slide 2: Group results overview (Q2)

    ৸঺‫ق‬ৰౚ‫ك‬ ঱਋ৰౚ ੏৞ ನ౹঳৒৹ତ৏੾঵ਹஇ ঱਋ ৌ৐ফ • ৡਘःਛশ ನ౹঳৒ঋ‫ش‬५ ਲਗञयऒਯ୤ੜधউছॖ३থॢऋᏋਬखੜஇ ৹ତ৏੾঵ਹஇ ব৔ञयऒউছॖ३থॢध553ਯ୤ੜपेॉੜஇ ଃਜਾઔঋ‫ش‬५ ਲ਼঱ઽஇ ‫ٻ‬ ৹ତ৏੾঵ਹஇ • ನ౹भਂਹऩ୶஭पेॉ੖இ ৹ତ৏੾঵ਹஇ ‫ٻ‬ ੾঵ਹஇ ੾঵ਹஇ‫؞‬஛઄਋ਹஇ ஛઄਋ਹஇ • ୢఇभీ৺ੰ଎पબॊ঳ৎসઽোपेॉੜஇ ਂ৿ਓਲ਼ేஇभ੖૘‫ؚ‬େઽपબॊ೥ేાभੜਸ স੆ા৷भੜਸ ಉभ੖இਏ౤॑঱৚ॊ © Copyright JT 2019 ŵŵųŝŃཹ໛पൣअ௏೨জ५ॡ॑଩੖औचॊ૭ચਙभ

  3. Slide 3: Ploom TECH RRP business and Group results

    ব৔ञयऒহ঵‫ق‬ৰౚ‫ك‬ 3ORRP 7(&+ٔभ৸বఁ୿मದ৹ऩෟॉলख -7 50&भढ़ॸ०জ‫ش‬৔३ख़॔म ৌ৐ফद๶੖ -7 50&भढ़ॸ०জ‫ش‬৔ ३ख़॔म‫ؚ‬4ऊै๶ੜ • य़কওঝऋॲक़থॺঞ‫ॹش‬ॕথॢ॑఑ኇघॊु‫ؚ‬଩੼તఝभ ଼ଥౕ৲ -7 553୿ਲ਼ਯ୤मৌ৐ফदੜਸ -7 553୿ਲ਼ਯ୤म4 ঱਋पउऐॊढ़ॸ०জ‫ش‬৔३ख़॔म৺ ेॉुੜਸ • 3ORRP 7(&+म‫ؚ‬৸বఁ୿৏ुঃইज़‫ش‬ঐথ५ದ৹ ढ़ॸ०জ‫ش‬৔३ख़॔म‫ؚ‬ াभढ़ॸ०জ‫ش‬৔३ख़॔৺٫॑ऐ॒ਬ 4ध৊਷૆भ৺ • 3ORRP 7(&+म३ख़॔ঔওথॱ঒ໞ৹ • 3OR

  4. Slide 4: Shipment volume by market and GFB results

    ਲਗञयऒহ঵‫ق‬ৰౚ‫ك‬ େઽ஍ટपਸइ‫ؚ‬३ख़॔ੜपेॉॺॵউছॖথ஀৹ -7, *)%6R0 6KLSPHQWYROXPHt ঱਋ YV3< 6R0 9DULDQFH YDULDQFH )5$1&( SS SS -7, *(50$1< SS SS 7RWDO ,5$1 SS SS ,7$/< SS SS 520$1,$ SS SS *)% 5866,$ SS SS 63$,1 SS SS 7RWDO 7$,:$1 SS SS H[FOXGLQJ 785.(< SS SS DFTXLVLWLRQV 8. SS SS űƒƗƈŝŃŶƒŰŏŃřাৎਡपउऐॊŔŕনা਴಑३ख़॔‫ق‬ŵŰŦ

  5. Slide 5: Full-year forecast and operations outlook

    ਲਗञयऒহ঵‫ق‬ৰౚ‫ك‬ ଃਜਾઔ$23मನ౹୶஭पेॉ੖இ ੏৞ z ನ౹୶஭ऋঅ४ॿ५ঔওথॱ঒॑঱৚ॊ ଃਜਾઔঋ‫ش‬५ ঱਋ ৌ৐ফ ਌ਏऩਠ৉ৢోऋৌॻঝ਍प௓୎‫્؛‬प,55਍ध ঽ঺ञयऒଲષ ‫ٻ‬ ਲ਼঱ઽஇ 58%਍ऋপऌऎ୶஭ ৞਍भএ४ॸॕঈ୶஭ऋ঳৖ৼ௨ ৹ତ৏੾঵ਹஇ ‫ٻ‬ ৌॻঝঞ‫ॺش‬भ௓୎ ৹ତ৏੾঵ਹஇ‫ق‬ଃਜਾઔঋ‫ش‬५‫ك‬ + + ૗৲૨ ੏৞ 86'(85 ਍ -289 (-13.5%) 86'*%3 ਍ 86',55 ਍ 2,143 199 ನ౹୶஭ -511 ‫ٻ‬ 86'58% ਍ 1,854 23 86'75< ਍ 86'-3

  6. Slide 6: Full-year outlook and revised disclosure approach

    ୢఇহ঵‫؞‬ਸੵ୫ષহ঵‫ق‬ৰౚ‫ك‬ ୢఇহ঵‫؟‬ಿ+,9ఇभছॖ७থ५ీ৺ੰ଎ಉपेॉ੖இ ਸੵ୫ષহ঵‫੼؟‬ત੝৒஍ટಉपेॉੜஇ ୢఇহ঵ ੏৞ • ব৔दभಿ+,9ఇছॖ७থ५ీ৺ੰ଎भ୶஭ಉप ঱਋ ৌ৐ফ ेॉ‫ؚ‬ਲ਼঱ઽஇ‫؞‬৹ତ৏੾঵ਹஇधुप੖૘ ਲ਼঱ઽஇ ‫ٻ‬ ৹ତ৏੾঵ਹஇ ‫ٻ‬ ਸੵ୫ષহ঵ ੏৞ • ਲ਼঱ઽஇम‫ؚ‬५ॸ‫ش‬উঝૹષ఺ल৹௡મभ୿ਲ਼ऋಇশख ঱਋ ৌ৐ফ ञुभभ‫ؚ‬जभ౎ૹષभ୿ਲ਼੖૘पेॉ੖ઽ ਲ਼঱ઽஇ ‫ٻ‬ • ৹ତ৏੾঵ਹஇम‫੼ؚ‬ત੝৒஍ટ‫ૹؚ‬ષଡਛभ੝ఒಉप ৹ତ৏੾঵ਹஇ ेॉੜஇ © Copyright JT

  7. Slide 7: RRP business expansion and Ploom TECH

    ব৔ञयऒহ঵‫ৄق‬੢‫ك‬ 553ॺॵউছॖথभৄઉखपൣःৣ্ఊਫ z ୭୆૗৲ध঱਋ৰౚपेॉ‫ؚ‬৐઀૖੯धৢ਋ৄ੢॑ৣ੶भधउॉ૗ಌ ৐઀૖੯ ఊਫৄ੢ ੏৞ਘभ॥५ॺచ੖प౑ीॊु‫ॵॺؚ‬উছॖথ୶஭॑ • -7 553୿ਲ਼ਯ୤‫؟‬੏ম‫ܒ‬੏ম ड़ই७ॵॺदऌङ 3ORRP 7(&+୿ਲ਼ਯ୤৐઀ਬऌৣऑ • ঽ঺ञयऒਲ਼঱ઽஇ‫؟‬੏৞‫ܒ‬੏৞ • -7 50&୿ਲ਼ਯ୤‫؟‬઎৏઄भ੖૘ • ৹ତ৏੾঵ਹஇ‫؟‬੏৞‫ܒ‬੏৞ ‫ܒ‬৺भ੖૘ ॥५ॺএ४ਏ౤ 553৘ৃभఁপ‫ؚ‬଩੼તఝदभ଼ଥౕ৲ 9 50&‫ؚ‬553൨্पउऐॊ୿യાृ঳ಹଵ৶ા भਈి৲ ॥५ॺ

  8. Slide 8: Closing remarks

    ਲਗञयऒহ঵‫ৄق‬੢‫ك‬ ஀৹ऩৰౚ॑ખ಩ख‫ؚ‬ನ౹঳৒$23॑঱্ఊਫ ଃਜਾઔ$23मನ౹୶஭पेॉৣ্ఊਫ ৐઀૖੯ ఊਫৄ੢ • ॺ‫ॱش‬ঝ୿ਲ਼ਯ୤‫؟‬઎઄य‫ܒ‬৺भੜਸ • ನ౹঳৒ਲ਼঱ઽஇ‫ ؟‬௲ਐॻঝ‫ܒ‬௲ਐॻঝ ම৹ऩ঱਋ঔওথॱ঒॑ખ಩ • *)%୿ਲ਼ਯ୤‫؟‬৺‫ܒ‬઎઄यभੜਸ ঱਋पৰ઱खञ୯ਸ৓ऩউছॖ३থॢ • ನ౹঳৒$23‫ ؟‬௲ਐॻঝ‫ܒ‬௲ਐॻঝ ॺॵউছॖথਛশभ঳৖॑রশ਋भਹஇਛশप਱ऐथ ગ਺ৱ • ଃਜਾઔ$23‫ ؟‬੏৞‫ܒ‬੏৞ ,55‫؞‬75<‫(؞‬85ಉभਠ৉ৢో਍भਤষ ৞ৈभਤষ © Copyright JT

  9. Slide 9: Reduced-Risk Products and Global Flagship Brands

    ৷ୁभ৒ଝ! ৹ତ৏੾঵ਹஇ‫؟‬ ৹ତ৏੾঵ਹஇ ੾঵ਹஇ େઽपൣःেगञ૮஄ৱਓपબॊ೥ేા ৹ତඨ৯‫ق‬ઽஇ఺लા৷ ৹ତඨ৯‫ق‬ઽஇ఺लા৷ भो॒भ੖௤௤ଷ ž জ५ॺছॡॳকজথॢઽஇ఺लા৷ಉ ನ౹঳৒ ਲਗञयऒহ঵पउऐॊਊ਋भ৹ତ৏੾঵ਹஇ॑৐ফ৊਋भਠ৉ৢోৌॻঝ‫ॻؚ‬ঝৌ৞भನ౹ঞ‫॑ॺش‬৷ःथఌ઴઴লघॊऒधपे ৹ତ৏੾঵ਹஇ‫؟‬ ॉ‫ؚ‬ನ౹୶஭॑௾ःञ੐ఏ ஛઄਋ਹஇ‫؞‬ਊ਋ਹஇ‫؟‬ ஡ভ঺भਚથ঻पషരघॊ஛઄਋ਹஇ‫؞‬ਊ਋ਹஇ 5HGXFHG5LVN3URGXFWV‫؟‬ ཹ໛पൣअ௏೨জ५ॡ॑଩੖औचॊ૭ચਙभँॊଲષ 553 *)%‫؟

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