Star Mica Holdings Co., Ltd. · TSE:2975

Star Mica — Q2 FY2021 Earnings Presentation

37 slides from Star Mica's earnings presentation, Jun 30, 2021

  1. Slide 1: Star Mica Holdings results presentation

    HOLDINGS 2021411AH #2 yy “y we RMB 202146308 Tk

  2. Slide 2: 1. Results overview

    STAR MICA HOLDINGS 1. RINT ITh opyright rmica Holdings All NI

  3. Slide 3: Income statement (PL)

    STAR Mie iRttstes (PL) HOLDINGS - YSJR-VavVVVav mals, 1, BUS Th WithtOt,s FCSmBRMRE SIE CBR - BSRGHEBEICbOcD< BBNGIRICKO. VINVYU YAY BEMA CPR 3244PL (=2RB) CATAY hAITLBABEB 2 2020/11882Q 2021/11f12Q aera Mtg) (Gg) MPM (73) La 171.7 216.3 126.0% YINRVY Yay BE 168.1 212.4 126.3% TYRARAYVA AYRAKAY ABE

  4. Slide 4: Balance sheet (BS)

    Mia Sisxtiam (BS) HOLDINGS STAR | - DORIA + RITBONDYACERL, McA E RE eis - AROBRERETICEO, BORA H25.6%-27.3%IC LA FRI 16518 691A @BS (#258) RARE, hae 753 750 99.6% 15985 SERERVUERE 74 83 113.0% 613 5 5 REARHE 665 654 98.4% aes 14 16 118.4% SbERHERE (0) O 91.8% eae 767 766 99.9% 2020/1 1% TL 101 102 10

  5. Slide 5: Full-year forecast for fiscal 2021

    1, RB STR STAR Mie 2021/1 1HA-AR | - YSR-VYVAYVYYAYNOBBRWHECMA, ST7IL—7FORRDSYL, EPS [SRA _ 2021/1158 2021/1138 ena chia 400.1 216.3 54.1% SBU INV Yay BE 394.2 212.4 53.9% SBTYARAKAYEBR - 0.2 - SBP ENT U-BR 5.9 3.6 62.3% So Lee Flat 61.5 37.7 61.3% SBU INV Yay BE 58.6 35.4 60.4% SBTYRKAKAYEBE - 0.1

  6. Slide 6: Topics for fiscal 2021

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  7. Slide 7: Residence business initiatives and cowcamo collaboration

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  8. Slide 8: 2. Business overview

    STAR MICA HOLDINGS opyright rmica Holdings All |

  9. Slide 9: Market environment for used condominiums

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  10. Slide 10: Market environment and inventory trends

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  11. Slide 11: Market environment and with/after COVID strategy

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  12. Slide 12: 3. Growth strategy

    STAR MICA HOLDINGS 3. BRAA opyright mica Holdings All

  13. Slide 13: 3. Business overview: Find the Value

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  14. Slide 14: Group structure and businesses

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  15. Slide 15: Business model

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  16. Slide 16: APR (point program)

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  17. Slide 17: APR (renovation)

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  18. Slide 18: Residence business products

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  19. Slide 19: Medium-term targets and growth plan

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  20. Slide 20: Asset Management initiatives

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  21. Slide 21: Track record of results

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  22. Slide 22: Track record of results (sales and margins)

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  23. Slide 23: Track record of results

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  24. Slide 24: Customer breakdown

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  25. Slide 25: Strengths

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  26. Slide 26: 4. ESG

    STAR MICA HOLDINGS 4. ASykxXyYk (ESG) opyright mica Holdings All

  27. Slide 27: Governance

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  28. Slide 28: Society

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  29. Slide 29: Environment

    Rien MRO: S51 DS TOT) E . ee SORE nvironment - GUAR. BRPUSORRERTEYRAETIL BREE TEO Bt bic RR BK TIMES RATIO 7~ OBA "ES, (BAI 1 Bl) “ ~ 81.0% 85.9% a 69.8% A2AI-—+ VATA TNW-F ; | seme ({oDsians fv \ | | ed cL A H#AORR \ \ \ \ RRA ROXKEW | | Go1a) G58 ois ore) "RENERAFE Id / (Hi) BL RAR SER eSERMET— 4,

  30. Slide 30: 5. Shareholder returns

    STAR MICA HOLDINGS 5. REIT

  31. Slide 31: Capital efficiency and ROE

    STAR MICA Bseg ri Eee — HOLDINGS: 5. RET - SRISMMEBLUREMBEOLO-BORMLCEN 2020/1184 2021/1 1HALLEOAE 9.1% ROEO### - HE 6 BRNO—MMLic & 3 AHN EseMN 4.4% MR, REMC SEH x MA - RERONSY ZEB 0.52[8 MA~ RK COBRMM OAL LIND y SER (548) CBRL. 4.01% ANF ARE POC LEASE ‘| BOBARMAS (ROE) = 4eRMFIAE + BP FHaCRA 3 @BEOR

  32. Slide 32: Dividends and payout ratio

    STAR MICA HOLDINGS PERTH (604) 5. ET - 2021/11 HORYHMIS, PREANG AR CHS30%S BH <WMEC YH EB (%) > 33.7% 9 30.2% ; 35.4% 27.0% 28.8% 23.5% 24.8% . 21.0% 17.9% 2013/11 2014/11 2015/11 2016/11_——2017/11__——-2018/11 2019/11 2020/11_~——-2021/11 7.57 9.0F3 14.55 23.07 29.07 32.0F 32.0F 32.0F 26.07) (2) (48)

  33. Slide 33: Shareholder benefit program

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  34. Slide 34: Shareholder composition

    STAR [esta Wee (202125531 BA) <= - 60004 SHA SHARED, RERECOLTHHRNERA - BORER N20%, FO—NLIcBAMANSSYHTILD-—FOEVRA GOVERNMENT OF NORWAY: - : 2.5% BARB ~ STATE STREET BANK AND TRUST COMPANY 505019+ + + 2.1% 20.1% - JP MORGAN CHASE BANK 380646: - - 2.0% - SHER (RE) ZE-WEPYTIPYE + + + 1.6% EIN - XIEARRE |

  35. Slide 35: 6. Appendix

    STAR MICA HOLDINGS 6. ate opyright mica Holdings All

  36. Slide 36: Company overview

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  37. Slide 37: Contact and disclaimer

    Mae SHWapes HOLDINGS STAR | AI— + VIA + h-IF 4 VIARASHA STARMICA HOLDINGS BS °° the E-mail ir.group@starmica.co.jp URL : https://www.starmica-holdings.co.jp/ © AABCRMANTHWSPR DELI, RM CAF RCRROGRORMC REC SASTHRGEAC KOR MICS SORES BLO LTHOES. RMORMIS, SRELERAK 42 TRESBRCES AD REDSOIES. © RAM KSRARK.

Star Mica Holdings — Q2 FY2021 Earnings Presentation on 6ix