Meiji Holdings Co., Ltd. · TSE:2269

Meiji — FY2011 Earnings Presentation

16 slides from Meiji's earnings presentation, May 21, 2012

  1. Slide 1: Meiji Holdings – TAKE OFF 14

  2. Slide 2: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    2 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  3. Slide 3: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    299 26 28 8 8 8 22 +2 201 3 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  4. Slide 4: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    5/12 2/13 2/13 2.4% +3.2% +2.0% +0.8% 0.3% +0.4% 4,905 120 +149 4,957 +95 +39 9,863 25 +39 79.6% 31.7% 4.7% +20.3% 48.5% +14.9% 26 103 12 88 4 +14 114 108 +14 0.2% +1.9% +1.0% 2,900 7% 6 2,945 +5% +55 5,845 1% +55 21.4% +49.9% +36.3% 16 78% 4 58 +222% +19 74 18% +19 +6.9% +0.2% +0.1% 1,455 +3% +93 1

  5. Slide 5: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    3,225 +208 3,525 +511 146 70 1,091 +169 1,686 +223 1,501 +399 1,120 +68 931 57 271 12 989 225 4,274 +127 594 274 3,111 25 395 +49 80 16 4,514 +286 1,082 +170 2,940 +23 44 +26 2,984 +49 7,499 +336 7,499 +336 2,099 +124 5 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  6. Slide 6: EPS, ROE and cash flow

    1 EPS 129 63 92 38 37 25 ROE 3.3% 2.3% 1.0pts CF…(1) 579 305 273 CF…(2) 324 443 118 CF 195 48 +244 217 143 73 …(1) (2) +255 137 392 6 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  7. Slide 7: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    359 312 46 379 318 49 238 106 132 7 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  8. Slide 8: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    8 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  9. Slide 9: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    12,000 600 10,500 9,888 9,863 10,000 10,000 500 8,000 400 300 6,000 300 223 4,000 184 200  114 2,000 100  0 0 10 11 12 14 9 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  10. Slide 10: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

     7,000 350 6,279 5,897 5,953 6,000 300 5,000 250  4,000 200 171 3,000 150 124 100 2,000 100 1,000 50  0 0 11 12 14 1 2 12 11 遡 10 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  11. Slide 11: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

     259 +4.8% 497 +3.2% 374 +12.7% 669 3.1% 53 +4.9% 112 +8.3% 201 +30.1% 447 +20.8% 420 +1.0% 11 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  12. Slide 12: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

     4,000 160 3,115 2,935 2,974 3,000 120 95  2,000 80 52 55 1,000 40  0 0 11 12 14  1 2 12 11 遡 12 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  13. Slide 13: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

     2,000 80 1,488 1,500 60 1,251 1,177 46  1,000 40 19 500 20  0 0 11 12 14 -11 -500 -20 1 2 12 11 遡 13 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  14. Slide 14: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    1,600 400 1,400 1,400 350 1,242 1,252 1,283 1,200 300 1,000 250 800 200 600 150  100 400 81 100 75 54 200 50 0 0  10 11 12 14 14 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  15. Slide 15: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    598 532 66 382 316 53 245 110 135 15 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

  16. Slide 16: Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

    16 2012.05.21 Copyright © 2012 Meiji Holdings Co., Ltd. All rights reserved.

Meiji Holdings — FY2011 Earnings Presentation on 6ix