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

Star Mica — Q1 FY2018 Earnings Presentation

40 slides from Star Mica's earnings presentation, Mar 29, 2018

  1. Slide 1: RABAT

    RABAT (ER30%11 A898 2100488) FRK303A 298 AI— > VTA ARASH mal STARMICA Copyright © Starmica All Rights Reserved

  2. Slide 2: ia STARMICA

    ia STARMICA AR 1, REOME 2, RROME 3, seetLRE 4. TPRARORN 5. Betiat

  3. Slide 3: P&L results

    EISTARMICA -PL- BERBMOBE + RERNAIT. WAI O HL B PRMROMRNGRICKO., VJ/N-YAYVYYAYAOFBEK—BAV B mkomMaICIA. MARS EE. SEAM MS. BORA .AfalciA 2016/1188 1Q 2017/1188 1Q 2018/1188 1Q Bu EIRIBALL (fF) (fisF3) | (fF) H ALA 47.3 59.3 101.4 171.0% SLO Alas 13.5 17.9 | 23.91 133.2% sue ngs 8.4 12.8 | 17.41 135.9%

  4. Slide 4: SRS CBW CHRD CHB

    SRS CBW CHRD CHB BOY SNVY YaBB, ME cURL. sek + MARAE BM fYNALAYVE SRSA. MitscMAeL - FEO ANB TEIE IN 35 | (87) (87) (87) 473 59.3 101.4 40.4 43.4 49.6 . H 6.2 6.4 7.2 1 112.3% 34.1 37.0 423 1 114.5% H YK 5 H YINTY ay (BH) WADE KEIBIRA TYRARAY ABR 58 147 50.5 f 343.3% 55 suesereIA (17/1110: 12.518F3,

  5. Slide 5: BS

    -BS- iBT AREIChO. RAMA EBRICRLIT BBRLU PLA, BiBNCAMRASIC KOLA mae IRIE 2017/1188 2018/11#41Q BURA LE (89) | (fF) | HAE 477 | 501} 105.1% 5 bRERUEE 22 221 97.2% 5 SmRRTME Aas! 472! ese 69} 32! 46.4% SbeREEHE 63! 271 42.8% @kE 546! 534! 97.7% —— HAA 511 53 103.1% Bese 339! 317! 93.4% Boas 154} 162! 10

  6. Slide 6: TOPICS

    EJSTARMICA TOPICS = 201712 4IVURASH. HASHSQUEEZEC HEL. BAR —-EAZOBARM # 201712H Hm "SBHLAV—-ANYZ, OBE # 201841FA 5SAFREHHA "Challenge 2022, Re = 201841F WhatzMoney thit4t ¢ SBR ZITV. fFSO—ViBAREV—-EAOREE Hite § 201841FA Rta “LYkKAV 7, OHEEHH = 20182A 4h EE Slax

  7. Slide 7: ia STARMICA

    ia STARMICA 4, Ta RUAN 5. Betiat

  8. Slide 8: EJSTARMICA

    EJSTARMICA StORs Bs iq) STARMICA 4ES"DS“EDS HRERRALET

  9. Slide 9: “YW JN—YaAe VY" S580 TED RWESby tek

    “YW JN—YaAe VY" S580 TED RWESby tek B PROMFOREEED L, “FEGERW’ cL CHREN > HERERO — FT BRT. V/N-Yay, BRBBS. TI—-F-HNCBO, BBGEK WER m@ M6OOS. Mati5,00O0Z, BRREHOCSE Ginza

  10. Slide 10: ZRtF S——AlcMMsS SBERHm: VEZ

    ZRtF S——AlcMMsS SBERHm: VEZ B HEAOMPICADET. BRE TERWONIF, ZH YIN-YaAVRVYY ay ORR BIVDDUSN—-YAaVYY-EZORK THRSTORKAEDRGAMY-ER / j [ FLUsn—-yay | oy" te n a a mE am =) | @vsarReno Beas Pulser 2 2) ae 24 RRA - GASPAR ECEC BEROI—AE ARGO ROR Bib + RECTED fetttR ( ave7heaa | ad @ RANMHATT—EX @ EMH IN-Yav7s

  11. Slide 11: “Ate PS LUMERWD<

    “Ate PS LUMERWD< 9 B SHAR CS SLPS SSR “LADEU / AAA” BONA PHREC. MEDIC CKD ocemeie eysv0-fleheor LED“ OLIUT"EDESBK. 'YVFAIs Lébtu/. a f DIY I—-BAMB< BS : LFe FY FROLPT UY YT HREBRLESEEMMAN—-AZ http://www.shiawase.starmica-r.co.jp/

  12. Slide 12: DYUSN-YVAYVYYAY

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  13. Slide 13: EJSTARMICA

    Copyright © Starmi EJSTARMICA rar as AL x TE BDCUSN, OBBEHAZASY— EA BM 'USNH CHES, BA CU/N-YAVeERSZT SHARAD IM B SBGMRAS. U/<-YaVEReel. Whim RA A x"EATUSAN OTN OBEN "U/NAiMH CHA hele OPRORANT. BHI /N\—Yay 'U.XAReno, ZH @ ec. s& Reno V 82,2002 OREPRO 5S, "BABS HT VY Bele Els LEZ OEMSARKSOEL V VRESAL,

  14. Slide 14: EJSTARMICA

    EJSTARMICA TAREE SNS "U—-ANy7) Y-EA MAK OWKL THU ANY IF —-EREMILL, 'A-IY—X1 RB PERA B BanibtSOETPAKSACHISHSRUZORADS, —-AMKORMEKEW AMtLEWINE, , ZOKESORICIMEBLEW BAUM Ay9 @ (— >) BGO CER /BNSRRO m L J EJSTARMICA RAR Evy ave : A9—-V4tH EIT. 3 FAERIE + SEL ete PERIL BIA XxURL : https://www.starmica.co,j

  15. Slide 15: “Soe (eLiRRt EU ISN-—YayVUYaAY

    “Soe (eLiRRt EU ISN-—YayVUYaAY B RNG. RARBKOS (tick > CBRERBAPHRET SABES S1RMSEPRSE Fail L CAPD BWV YY a VASILE LEWY AP BOR—AlcMmASMI—-ER ee REN ate | I LYRKIUYT LYKIV IO _ HA > (REEREN eens cep) 0) RENT CLIP CASE] HESS OMENS TEE eke RN SEP DODOOOOO0OE (BSERHO RH) RIRBMOZ LICKS BEEN | CASE2 RBAYYYav

  16. Slide 16: ia STARMICA

    ia STARMICA 1. REORZ 2. BRORZ 3. ER 4. HERA RVAA 5. Betiat

  17. Slide 17: EJSTARMICA

    EJSTARMICA (AB—) €&SH2,2002OPRVYYUYAVERA 500 PIAA RRO (4tt2018/2:Rm. Hu : fF) #947016 St Att Bet C#t XLIBOR RM, 201741 1 ARATE SARA L OMAR

  18. Slide 18: ia STARMICA

    ia STARMICA FAA CLAN ICSl AU B WAOEVRAETIVICRASH, REV mV Flas e eR STO LMA MOR (3A. AERA, Bt: %) 30.0% es 20.0% | vo , 0% | mh lL

  19. Slide 19: EJSTARMICA

    EJSTARMICA Pa lcAMS NiEM—KIAAUA 2017/11 RRORAMH (ata Rete) (SEF RRA StS AL] RBAIS 5 12.6% EOtt 4.1% [ a | BRAS FRIAR ARRELVP 10.6% AURIS, RAUB. (4005) Ren 10.3% [ MER, BK. ee) FHRIR 3.6% RAR. FRE 1G 6.1% FRED ( SW iekrb, OS | (SEER< BA) 0; SK, m 1 — 17.0% HRA BK, KER, RES FEMMES — 9 ( seRT, Miers) 0

  20. Slide 20: RABKHEO TS SHislsH1 231879

    RABKHEO TS SHislsH1 231879 Hepsi < SMA (ETM) lk 6391S ARETCM ABS. BUHALL] OR IBM eS 1 23184 2017/1 ASHI S S SHA Me scH Flat 448 zz OE Sif ETH MS (4 + (FA) AAEM IZ hid. HT FRR /N—Y a VY RA OBSORMES CIRO BK Lisors KERORMB. SHLORMDIKBS< FO THO NRORRERET SEOTKSOIECA II Rights Re

  21. Slide 21: ia STARMICA

    ia STARMICA AA=—F SRR MS Close ARE eR” TS < , GA Come PA CSB BRP VU Ya VeEMis B Yt ORPRRATMGSsh, N-Y-BERA (2011) — 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-A

  22. Slide 22: EJSTARMICA AE tw

    EJSTARMICA 5 AE tw RTC RE AAO ZI. BAADORY MRVYY AYO (itn r= Hs YIN-YVAYVYYAYN D=—XOSRL/ MS YSJN-VAVe? AAOIESZEAZS ARETYT7O am bx A/R-VYAVYT FER ECRAS

  23. Slide 23: EJSTARMICA

    EJSTARMICA AI—+VTABRRBILL., AROEE + FHERREBA TC YJNR-Yavet x fIN—-YVAvVe AAROESCERAS FERRER AS mia wee = aie a ITS ie 5S SRBOME fe, ERIE ACU A, BRAD tblekO. 1AMD HME EMA OSIBIC Mme ete aL “Y/JN—-Y 3 VRABR” ASEx | TC. MEE AOE Wartess > time el hh Copyright © Starmica All Rights Reserved

  24. Slide 24: EJSTARMICA

    EJSTARMICA ROSEC. seb. tlm. RAMA isis: eBay 201711A#A 202211AHA 23007 WwW 500k 35645 MM [Oe wee) 444en WW | O00e=

  25. Slide 25: 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

  26. Slide 26: MIBNICWEBF v RIDEBAL, YT F414 TERE

    MIBNICWEBF v RIDEBAL, YT F414 TERE @ Att 1 hKOARMYU—I—P IDE. WEBF v RIL OSI bICa B SROMEBEMICHUSV—-T7 4 VT ICHBRASER 28 STARMICA vee es = STARMICA a TUS Residence Copyright © Starmica All Rights Reserved

  27. Slide 27: ALSIRE (A 1) OFRVERIRL, SBAORMAA

    ALSIRE (A 1) OFRVERIRL, SBAORMAA B RetW8,00O0OP eA SMARAICbCO< SRCHAVUYAYsT—JeEA tA tea Y74-hLL SBE Poole (RR, HMO etc) (it. Feral. BAB Retc) — eZ AI—+VTAHBOWET-—IN—-A A-PYT—JEMARD ET BEPNATVALERE Alc k oRESMAH FROMM PA Ge Copyright © Starmica All Rights Reserved

  28. Slide 28: EJSTARMICA

    EJSTARMICA 6A15HO 'Rinstixs iTccbic,. RARRARBSA B 'ESRAS RS OFMEEOCMITSEARA. SARAER Bis eRe MB TREHOSAKMITC, BRASS RICBF vV SHES BROBT (1808 LA) PAE | V ae RAS \OBHaRORW (2A) Ee SOE ta Vv HAO - REO Vv BABA SO tats it V SRAEPOCKEOERERA EOL tae Y TEA COMRRY KI-F Vv §)3,000FOSSFH RE V RAB. BHRRAOMM Vv

  29. Slide 29: Ets + UMAMUAUASISSS ERMC < & OBIE A SEB

    Ets + UMAMUAUASISSS 1 ERMC < & OBIE A SEB 2018/1148 2018/1148 1QRia Fis £ SBUINVUY AVR 50 ee Flat SBUINVUY AVR Beat i Fe Fl ot 4 AAA ae allt _— coLe z=)

  30. Slide 30: O MN MINEDe PAS

    O MN MINEDe PAS M@ Freie 4ls, aHALE 6 FI8O29.0F1. 2018/1 1Hlé31 ONS PR B Sia 4HtMOPRHBRIS30% Sikes ich GIR ho es ste (3ifir : FA) 40.0 35.0 1 47 FAYE ox) 1.0 30.0 25.0 20.0 15.0 100 5.5 5.75 6.0 fr il “nik 2009/11 2010/11 2011/11 2012/11 2013/11 2014/11 2015/11 2016/11 2017/11 20a) FE fet rutim 22.8

  31. Slide 31: F BIOFEK Lt thE BS HL

    F 2 BIOFEK Lt thE BS HL Sample Sample MBAS 2S OR aban GEAR :7%h—-K1,000F4 : ; B28 : 5 AR aren ‘1 ORC wa) DLE PRA = 100K (18475) DLE K SRRATCTHO, ABKSRRSCESAHRENS OES

  32. Slide 32: ia STARMICA

    ia STARMICA 4, TRRRRUA 5. Betiat

  33. Slide 33: haYYY ayAh y 76000 RB

    haYYY ayAh y 76000 RB BM MRO tO Fis LAY iciBA > SR. TROD: MADHRENS (WH : BB) 700 600AFR MBV YY av Rite lA 600 500 400 300 1983 1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 (HS) BLA BRA LMHRAMS SO Bitte ®E=RARHIYIV—hS. BHIYIV—-his, MBB, SCH=KAB. HARK DRES

  34. Slide 34: ia STARMICA

    ia STARMICA BDV YY aOR MAIS A205 el CHM 40,000 BRAKES SRAV YY eV RE RHEROHB 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 (HR) MEA RAAT ETS THIRKLY KR £ Mette

  35. Slide 35: HRAVIC RT OMRAD RIBAS

    HRAVIC RT OMRAD RIBAS BRAK CIES RO 7 ~ 9 sles “HAs, (AAD SD 1 Bl) B HRAAORRICH, SROMADMGENS fSislcéi SRAECOMA PRUA T¥UR DIVYA (2014) (2012) (2013) (48) BLRMGAR PAZOEE RERABET—9, £0 Mt tERE

  36. Slide 36: BBYYYSAVeCHRULCH, BAMBI

    BBYYYSAVeCHRULCH, BAMBI BM AXORHIEDSDS, BRLOFL-KORW SR VU YAY COLRERR B SO-—ViRRRIs, “RHE CLTYYYAYEMa REN GRA 0x1) AROO—VikFwR 0x2) 13.74F 8.454 = = 1 4#H2017/1 RARER CHSARTCH3,07 7H, FMMG6.12ni) kBS< K2 TASRTMROMHE. FARH3,000HA. THIS, 355iRR, RA1.OOO% CHALKE Copyright © Starmica All Rights Reserved

  37. Slide 37: ia STARMICA

    ia STARMICA 4, Ta RUAN | 5. Seti |

  38. Slide 38: Company profile

    it (20 1 8F2A 280 RE) 2I—+ VA ARASH RRR kx BR 2001 GFR13) 5518 20064 CERI8#) 10A2H RRal— Bibs (GESI—-K 3230) 3587 REA 1628 Att GRRABSR) . BARE (MIRTH) Bem AMBRE (AMRMBIE) . AWRERE (AWeEBAME) . SHES HDPRE) . 24HeBRM (AtEm) HANS |SiT SBRMUF JMR. SHERRT. BHESRIT ATM OFBMTH EesA ARBE ST ASEBRA 115% YINV

  39. Slide 39: Major shareholders

    ia STARMICA hE ORE (201711 A300RE) EBREOKA (Ht: te) BA772ABSS*~*~*~*~*~S~S*« KOO 2.994000 TSK COG RRO TTL kK BE 270200 2,092,200 109% ©——T0 HERELAE BD %h = ———— 1800000 1.800900 84k OK BRKIAT 4 V-EARBRAW (FRO) 1,349,600 ‘1,785,900 9.3% 9.9% BAVAS—hIAMBRRITH (15560) 1,076,800 1,244,800 6.5% 6.9% Re=-

  40. Slide 40: bHWGpEB

    bHWGpEB AI— +> VAARANSHA ig) STARMICA BCORBICRMEN TNS PA: BBLS, RR CAF RGR ROGRORMIC RES SAS TFRERGRA ROR MICH SRES HICLTHOKT. RRORMIS, SHEA GRAK Sl CRESBREES AMENDS OT. BRAM KORARRS, BHMTRORMICBISTSONSbO THO, RAMEOARH A CEBRARBRRACE THROES. BABSCRRANKT—Ficld, BOS LODOERTHS CHMLELMARONAMZEN THIET, 4

Star Mica Holdings — Q1 FY2018 Earnings Presentation on 6ix