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

Star Mica — FY2018 Earnings Presentation

39 slides from Star Mica's earnings presentation, Jan 11, 2019

Slide 2: Agenda
EJSTARMICA AX | 1. RAORZ | 2. BRORZ 3. @ERK 4. HERA RVAA 5. Betiat
Slide 3: P/L: FY2018/11 results summary
EJSTARMICA -PL- 2018/1 1 Hild ARmMOTL » mee B RHESaAREOmMKODOH, VINVYYYAY\—-BiEBDRES B BASmElCIA, WHR e ee. ThA] 3falcwA 5 2016/1188 2017/1184 2018/1188 RURAL (A) (fF) | (3) H aLS 209.7 230.7 302.8 SL ABAles 55.1 61.5 | 69.21 112.4% seats 32.5 35.7 | 38.3! 107.4% EM Fae 25.8 29.8 | 32.4 | 108.8% UA
Slide 4: Segment results
BSE IC SSC SRD OA ICHER BOYINVY YAY BRS. RMN - Peeled OSL AtalcHBM Be fYAAKAVA BRO. --AERALMAMRBEOTE + MEAN (C RR | (1873) (3) (73) 209.7 230.7 302.8 YIRVIY AY BR) 169.8 178.6 221.4 ‘ YIN@Yay (EA) ORE + BIA t 56an 25.3 26.8 31.0 | 115.6% S6RH 144.5 1518 190.3 125.4% YR Ss ' USNVYY ay (BB) LAOH - BIA
Slide 5: B/S: balance sheet
EJSTARMICA -BS- iRNITA < ic Ll. ARCA FMEeaR ICL B SEEM OMENS LO, MMHHEAS< LHSN—2 CHR 2017/1188 2018/11#8 AURAL (89) | (49) | RHE 477 | 611! 128.1% 5 5RSRURS 221 401 179.9% SSRARTHE 448! 562! 125.6% eae 69 | 23! 33.9% 5+ehHEHE 63 71 28.0% QaE 546 ! 635 | 116.2% RA 51 80 154.5% Besa 339! 383! 112.8% B
Slide 6: TOPICS
EJSTARMICA TOPICS Wiis 7—EADBA @ 2018%1A @ 2017#12A 5SAFREHH ‘Challenge 2022, RE AIVIRASH, HASHSQUEEZE CBRL, BAR -C20 BRR @ 2018%2A ZEBSSMMR @ 2017%12A Rhim "BSLAV-ANYZ, OREM @ 2018%4A {le BS Se Pr RAR Bm 20181A WhatzMoneythitStt & SHEE ITU, @ 2018%4A ECO—VRARRY-—EZOBRE HM BORN BNR @ 2018%1FA @ 2018
Slide 7: Agenda
EJSTARMICA 4. HERA RVAA 5. Betiat
Slide 8: Business topics
EJSTARMICA StORs Bs iq) STARMICA 4ES" DSO“ HRERRALET
Slide 9: “UY JSQR—V IVY’ eR TEORWES by aie
“UY JSQR—V IVY’ eR TEORWES by aie B PROMFOREEED L, “FEGERW’ cL CHREN > HERERO — FT BRT. V/N-Yay, BRBBS. TI—-F-HNCBO, BBGEK WER B BaBehhc leSe sick
Slide 10: Zit F Sx——AlcwMM ST SBERHm*: VEZ
Zit F Sx——AlcwMM ST SBERHm*: VEZ B HEAOMPICADET. BRE TERWONIF, ZH Y JR—Y aYBVYY ay ORE LILPU/R—-Yavt-ERZORH | BNKETOREESTRGEMY-ER [ PLUsn—yay | © U®sAReno BET CTICEAEHBR — RCI yt et ae rr. ‘ - a ae ey j coat | AF iim 1 RRO - REMEMBER E AMBLAP. >), as BEROI—AE ARGO ROR Bis RHIC TE > etki [ dye7 hema
Slide 11: “Ate PS LUMERWD<
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Slide 12: THEBES SHNS ri ANY 7, F- ,4
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Slide 13: “Se5 0) tei Ralit EU ISN yay
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Slide 14: Agenda
EJSTARMICA 1. REORZ 2. BRORZ 3. ER 4. HERA RVAA 5. Betiat
Slide 15: HJSTARMICA
HJSTARMICA 'AR—) €6SH2, 7002 OPRVYYAVERA PERT ERO HI (482018/1 REA) 562/89 (@iir : (FQ) 600 500 400 300 ve > + + tt Att Bit CH KEPPRA, 2018411 AARAICS SRMRAIRL OMA ER
Slide 16: FAA CLAN ICSl AUS
EJSTARMICA FAA CLAN ICSl AUS B WAOEVRAETIVICRASH, REV mV Flas e eR TTL O TR GBHLERIRA<—Z2) 25.0% * | 22.9% 20.0% 15.0% on, Lr 44t a#t b #t c #t XEBPRSH. 201841 AAR MICS SARA RE OME
Slide 17: Ta lcAMS NieEM—kKI7 AVA
EJSTARMICA Ta lcAMS NieEM—kKI7 AVA 2018/1 1HKORA ME _ (Stat BUS Re) (S855 HA BUF eat A) ARRELUP an oe “ Fam ap BASS x! aR, SR ° 14.7% ( Bate | (8.55) 14.4% ( ABE FaR. | 8.5% FREI 3.1%, RRA (SRR < RA) 35.9% HER 6.1% (see ans RAB FQWAT-F PRI 17.2% (a) ; . 7.0% HSA hm 65.84 m ELAS ESL 27.9 £ Figis Mint
Slide 18: RARE S vikls#01 4318
RARE S vikls#01 4318 @ SHARES MS lc < FM (BETA) Ik79215F4 BEM Flas. AHAL2OR EM CeS 143154 2018/1 HAMM S 3 Rasen BETA Fl : a 6h Resi ERAS (fir : (EF) KEM IAZ his. PP FRA ROY /N—Y a YRAOBSORMIEE b CI RMORHLESOTST SEIS. BELO RM ICBI< SOTHO GROOMERS SEO THEIEEA
Slide 19: ia STARMICA
ia STARMICA A=—F SRR MS Close ARE eR” TS < , GA Cem He PA CSB BRP VU Ya Ves B Yt ORSRRATGSshn, N-J-BERA (20114) — k-9- — RP Rm OB—AZCHSV1(TIL+ E+ h-Y—BUER (N-N-KEXA¥) OZeMISR. Gin, JOA, PBFRACHWCT/N—-Ya ves CHIME HOSGSMRERTL, EOBRMBE EAD TWSBRERVI SEO. — £6208 — WHT I—-TF FUYE—IL YKK CSB AAIAL TP-AR
Slide 20: 2018/11MED. SAREE eR
EJSTARMICA 2018/11MED. SAREE eR cba! ARIAOF IL. ENADOmY YIJN—YV3avTt MEV YY ayo AADESEZEAZS ts eke YSRVYYAYAO RHETY ID AREF ARZEAS am
Slide 21: AI—+ VTABSPBEL, AROES - FHBRRERA TS
EJSTARMICA AI—+ VTABSPBEL, AROES - FHBRRERA TS YIN-YVAVT TINR-YAVT x AAROESEEAS FER CRAS mine -wiace = ea TEI Ute 55 0SRBOUE fe, ERIN E RE aaCU A, € MARBAAO {ble kD. 1AMD = SE ee hme mR Sete t “YUSNR-YAVMOER” FEEx | TC. Miew ADEE Warts: - stashed EE Copyright © Starmica All Rights Reserved
Slide 22: 2022/11HRE Cle, FL Fm RABE (SIS,
EJSTARMICA 2022/11HRE Cle, FL Fm RABE (SIS, 2017/1188 2018/1148 2022/1188 Rie Rik ati 3026 500ee malas 5 38er 7 O@e Roc ATES (UJ AVY Y ay BE) 4 5626 4 ] 00K 4
Slide 23: iSTARMI
iSTARMI (Ae x "1 Ty ORRGICKO, RBM SHEE BSkb, RFOWREUALAAREPANRKMS CHE {ESO —-YVY—IL@ RA lLeBSitwxiz See ee WhatzMoney DyIVR— i an) eae enemeno y ee y 1 f L inf ff 8 = # FA = BARTS weer 80-YORR HSTARMICA Residence SRIMECO—YRROPDS, £ORMGM MERE TSN <, WhatzMoneytt ® \Y —) LiF Bag BUSA, ABA, O-YRWECO-BO
Slide 24: MIBNICWEBF v RIDEBAL. YT F414 TERE
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Slide 25: ALSIRE (A 1) OTERREL, RBAOBAA
ALSIRE (A 1) OTERREL, RBAOBAA B CHE COSEGMATARICb COOK PAV Yay sT—Je tA tea Y74-hLL SBE Pooled (RR, HMO etc) | (it. Feral. BAB Retc) — eZ AI— + VIDHBOMET-—IR—-A A-PYT—JEMARD ET BEPNATVALERE Alc ck oRESMAH FROMM FA Ge Copyright © Starmica All Rights Reserved
Slide 26: Tech
TESA, OMMAHADD, YYAZAU-BE#ICBA B RAA-t+-—PSORLT eal cMY-ERZSO-VF BYYAU—-BAICENLIO, RATOPy TU KEBRS EIS FHEA-F-icAIKRAREOPREE - (FE LSERDS. HOM BRE, VYYAU-VUYayVBBETEIYARYTCHISCCMARE © RAMEOBANHRERUPEES © RAMEOREMERALRE >; BERR > yoRu— ° gee e SRT OMD Ab @ VWYAY-VYyvavEe eee 4 =" Smait a se DMAI RAR
Slide 27: BRSEZOREAG. ACHRAHAABTFE
BRSEZOREAG. 6 ACHRAHAABTFE B HUSHOZI— + VIN: hI 4 VIADTI—-FEROMREES B 7T)L—-FEHOERBREED, FOREN - HMMICRRe AT STARMICA Holdings FMW-FEKOBRABRE TN FRE SAA S28 EISTARMICA HISTARMICA HASTARMICA ~—s gjstarmica Lh i ISTARMICA Residence Asset Partners Property Asset Management == SmaAi+ TIIN—-b VAI YINVYYA
Slide 28: FY2019 forecast
HH 25H, U/NVYY Sy BEARERRER B HG CHGSFEREHIETS<. DARA R: DUP ex BM fYAAKAV Eh BRid, 2019/1 1 HCPRAMAORMe eT SCSHH 2018/1188 2019/1188 Eis LS 302.8 | 334.01 110.3% SEU INV UY ay ER 221.4! 300.01 SBLYNARAY AB 74,3 | 26.41 35.6% SBP KN TUBE 70! 751 107.6% SELAH 69.2 | 65.3! 94.4% SEU INV UY ay ER 45.7
Slide 29: EOMPRAOMMETE RAL, MYBE MS 4c FRAC BEB
EOMPRAOMMETE RAL, MYBE MS 1 4c FRAC BEB 0 36.0 32.0 92.0 son 29.0 250 23.0 20.0 14.5 15.0 9.0 100) Fo 655 575 60 75 ' : 5.0 Coen ee 2009/11 2010/11 2011/11 2012/11 2013/11 2014/11 2015/11 2016/11 2017/11 2018/11 2019/11 (F486) muna 22.8% 14.0% 14.4% 20.2% 17.9% 21.0% 23.5% 24.8% 25.4% 27.0% 36.8% 2
Slide 30: ES TF til
ES TF til sO eee A 2 | 4 EJSTARMICA ? Ret al 11AR Quo Sample “ STAR MICA 100% (1 Ht) bLb > SAKEBEACTSORERRE BélE > 1IFKEBSA CT SREB DWTls, 2ZOI9FIIB AED, 2A + HA-F1000N3ARS x Hild, WFOUU-AZESR< SW https://www.starmica.co.jp/stm_admin/wp-content/uploads/2019/01/19011 lyutai.pdf Copyright © Starmi ica
Slide 31: Agenda
EJSTARMICA 4, TRRRRUA 5. Betiat
Slide 32: PaAVYYYAvAk y 7IXS6005HRB
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Slide 33: VY Ya vid HHORA
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Slide 34: HRAVIC RT ORAD RIBAS
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Slide 35: BBYYYAaVechRLCd, RAM MEISE
BBYYYAaVechRLCd, RAM MEISE BM AXORHIEDSDS, BRLOFL-KORW SR VU YAY COLRERR B SO-—ViRRRIs, “RHE CLTYYYAYEMa RANGE 0x1) BAON—ViBFR 0x2) 13.344 8.45 = inte 1 4#H2018/1 ARE CHSARTCH3,07 10, FMM6G7.47m) KBS< K2 FARTMROMHS. ARM3,000HA, WATS. SORA, HA1.OOOM THALES Copyright © Starmica All Rights Reserved
Slide 36: Agenda
EJSTARMICA 1. REORZ 2. BRORZ 3. @ERK 4. HERA RVAA | 5. Seti |
Slide 37: Company overview (as of Nov 30, 2018)
EJSTARMICA Sete (2018411 A300 RE) AI— + VA ARASH RRM Ik BE 2001% (FR13%) 5518 2006 (FA18) 10A2H RRE— Brass (GES$I—K 3230) 358 170% Att (RRBER) . BARRE RHR) . ARBRE (ABRIL) . Bart SWKERE (AUVEPABNR) . BARS AH ARE) . ShBERM (AHR RR) . WAS WARE) . LMS (ALTAR) ERANS|SRiT SUF J RT. SHERRI. GHESRMT. HAT E
Slide 38: Major shareholders
k= OWE (201811 A3OAWE) EBREOKA (Ht: te) HR HELL AI= + NAH NWT YFARARE EY | 2,974,000 2,974,000 16.3% | 16.3% KH : FeaRARIE (100%) BARFAT 4 + V-EAERTH (tO) 2,024,900 2,224,300 12.2% 12.2% WR BR 1,841,100 1,841,100 10.196 10.196 HEEL Oo % = ~~ 1,800,000 1,800,000 9.9% = 9.9% BAVYAS-hIAMERTM (18560) 1,
Slide 39: BAWINGDESE
BAWINGDESE AI— +> VAARANSHA ig) STARMICA BCORBICRMENTWNS PA: BBLS, RR CAF RGR ROGRORMIC RES SAS TFERCRA ROR MICK SRES HICLTHOKT. RRORMIS, SHEA GRAK Sl CRESBREES AMENDS OT. BRAM KORARRS, BHMTRORBCBISTSODNSbO THO, RAMEOARKM CHEBRABLARACESTHOET. BABSCRRANKT—Ficld, BOS LODOERTHS CHMLELMARONAMZEN THIET,

Star Mica Holdings — FY2018 Earnings Presentation on 6ix

Star Mica — FY2018 Earnings Presentation

Slide 1: 決算説明資料 (2018年11月期)

Slide 2: Agenda

Slide 3: P/L: FY2018/11 results summary

Slide 4: Segment results

Slide 5: B/S: balance sheet

Slide 6: TOPICS

Slide 7: Agenda

Slide 8: Business topics

Slide 9: “UY JSQR—V IVY’ eR TEORWES by aie

Slide 10: Zit F Sx——AlcwMM ST SBERHm*: VEZ

Slide 11: “Ate PS LUMERWD<

Slide 12: THEBES SHNS ri ANY 7, F- ,4

Slide 13: “Se5 0) tei Ralit EU ISN yay

Slide 14: Agenda

Slide 15: HJSTARMICA

Slide 16: FAA CLAN ICSl AUS

Slide 17: Ta lcAMS NieEM—kKI7 AVA

Slide 18: RARE S vikls#01 4318

Slide 19: ia STARMICA

Slide 20: 2018/11MED. SAREE eR

Slide 21: AI—+ VTABSPBEL, AROES - FHBRRERA TS

Slide 22: 2022/11HRE Cle, FL Fm RABE (SIS,

Slide 23: iSTARMI

Slide 24: MIBNICWEBF v RIDEBAL. YT F414 TERE

Slide 25: ALSIRE (A 1) OTERREL, RBAOBAA

Slide 26: Tech

Slide 27: BRSEZOREAG. ACHRAHAABTFE

Slide 28: FY2019 forecast

Slide 29: EOMPRAOMMETE RAL, MYBE MS 4c FRAC BEB

Slide 30: ES TF til

Slide 31: Agenda

Slide 32: PaAVYYYAvAk y 7IXS6005HRB

Slide 33: VY Ya vid HHORA

Slide 34: HRAVIC RT ORAD RIBAS

Slide 35: BBYYYAaVechRLCd, RAM MEISE

Slide 36: Agenda

Slide 37: Company overview (as of Nov 30, 2018)

Slide 38: Major shareholders

Slide 39: BAWINGDESE