Orix Corporation · TSE:8591
Orix — Investor Day (2026)
15 slides from Orix's investor day presentation, Jul 22, 2026
Slide 1: ORIX Investor Day 2026 Infrastructure Business Unit
ORIX Investor Day 2026 Infrastructure Business Unit Shuji Irie COO, Infrastructure Business Unit ORIX Investor Day 2026 0 ORIX Corporation Copyright © ORIX Corporation All rights reserved.
Slide 2: ORIX Infrastructure Unit
ORIX Infrastructure Unit FY26.3 1 ORIX Corporation Copyright © ORIX Corporation All rights reserved.
Slide 3: Infrastructure Unit Business overview & Core strengths
Infrastructure Unit Business overview & Core strengths Kansai 3 Airports (Concession) ◼ Total passengers: Japan Aviation Asset Management 2nd largest in Japan ◼ No.1 Renewable Player ◼ Avolon, 3rd and OAS 18th ◼ J-REIT: 9th (JPY1tri.) ◼ Entering Battery Storage ranked, JOL as No.1 ◼ Private fund: 8t
Slide 4: Why ORIX in Infrastructure
Why ORIX in Infrastructure Why Infrastructure? Why ORIX? Overwhelming presence ・ Resilient profitability under inflation Top-tier performance in infrastructure ・ Stable long-term cash flows and growth with global expansion Inflation Resistance Capability in asset management ・ Exceptional capabilitie
Slide 5: Environment & Energy Macro-market view & ORIX strategies
Environment & Energy Macro-market view & ORIX strategies ◼ Renewables tailwind from AI-driven power demand and energy security. ◼ Global shift from policy-backed (FIT) to market-integrated models (FIP / Merchant). ◼ Advance business model via digitalization and aggregation (BESS* and trading), pursu
Slide 6: Environment & Energy Macro-market view & ORIX strategies (cont’d)
Environment & Energy Macro-market view & ORIX strategies (cont’d) ◼ Enhance value of solar power with battery storage and business model transformation with digitalization and aggregation. ◼ Expand the business to energy transition solution (Ammonia) and data centre, both are ongoing. Battery Storag
Slide 7: Transportation (Aircraft & Ship) Macro-market view & ORIX strategies
Transportation (Aircraft & Ship) Macro-market view & ORIX strategies ◼ Stable Cashflow with value appreciation, thanks to demand-supply environment. ◼ Presence in global market with OAS and stake in Avolon. Outstanding Leader in Japan. To build up Engine Lease/Parts-out platform by strategic action.
Slide 8: Transportation (Aircraft) Value chain & Asset Management
Transportation (Aircraft) Value chain & Asset Management Aircraft Manufacturer, Air Carriers and Lessors Wholesale Leasing Aircraft Body Purchase Aircraft Vector to Asset Management from Body JV with Global Funds Boeing / Airbus markets Trading JOL Focus Area Engine Leasing (Japanese operating lease
Slide 9: Real Estate Macro-market view & ORIX strategies
Real Estate Macro-market view & ORIX strategies ◼ Low proportion to ORIX’s consolidated asset (7%), to be scaled over 10%. ◼ Benefit from Inflation. Rising Interest Rate can be offset by Rent Increase/ Value-Add investment. ◼ Rotate Asset to investors via Asset management Service, with using ORIX st
Slide 10: Real Estate Macro-market view & ORIX strategies (cont’d)
Real Estate Macro-market view & ORIX strategies (cont’d) ◼ Actively invest diversified asset such as Office, Residential, Logistics, Hospitality and Mix-use development. Advantage in origination with local presence and network. ◼ Focus on metropolitan and large-city areas, avoiding trophy office wit
Slide 11: Real Estate Value chain & Asset Management
Real Estate Value chain & Asset Management Land OAM since 2000 Development & Properties in Real Estate Markets Office Fund, REIT Operations Capital Markets Acquisition AUM 800B, Capital Residential Ranked #9 Third-Party Logistics Acquisition ORIA since 2007 Hospitality AM, Value Add Fund Disposition
Slide 12: Osaka IR Project Concept and current status
Osaka IR Project Concept and current status B: MGM Osaka I: Tourism Center C: MICE A: MUSUBI HOTEL E: MUSUBI Garden D: Energy Center K: Innovation Park ◼ Global top class Integrated Resort, dominating Japanese market FG: Ferry Terminal / Museum ◼ Size of the site: 490,000 m² H: Festival Park ◼ Build
Slide 13: Strategic Mission as Infrastructure Unit COO
Strategic Mission as Infrastructure Unit COO No.1 “Aim to be the No.1 Alternative Asset Player by leveraging Investment/Development/Asset Management.” ✓ Strategic Use of ORIX Balance Sheet for Asset Management Business ✓ Rotating Asset by “Large and Speedy” for Gains and to Grow AUM in Alternatives
Slide 14: ORIX Corporation
13 ORIX Corporation Copyright © ORIX Corporation All rights reserved.
Slide 15: Disclaimer
Disclaimer ◼ These materials have been prepared by ORIX Corporation (“ORIX” or the “Company”) solely for your information and are subject to change without notice. The information contained in these materials has not been independently verified and its accuracy is not guaranteed. No representations,