Monotaro Co., Ltd. · TSE:3064

Monotaro — FY2010 Earnings Presentation

18 slides from Monotaro's earnings presentation, Feb 8, 2011

1. Slide 1: 2010年12月期決算説明資料

   2010/12 2011/12 www.monotaro.com

2. Slide 2: 2010年12月期 業績

   RiRERASAYEALP MonotaRS

3. Slide 3: Sales 2009 vs 2010

   2009 12 454,359 2010 12 572,132 117,773 2

4. Slide 4: RMiRERASAYEAKP

   RMiRERASAYEAKP MonotaR&S

5. Slide 5: 7.2％ 2.0％ 2.6％ 3.3％ 1.9％ 1.1% 2.0％

   7.2％ 2.0％ 2.6％ 3.3％ 1.9％ 1.1% 2.0％ 4

6. Slide 6: Comparison with US industrial distributors

   vs 60.0% 12.0 50.0% 10.0 40.0% 8.0 30.0% 6.0 20.0% 4.0 10.0% 2.0 0.0% - Fastenal MSC WWG MonotaRO Wesco

7. Slide 7: WiSELASRY KAKP 2010/

   WiSELASRY KAKP 2010/ 12

8. Slide 8: Private brand and catalog Vol.6

   ‹ ‹ 2010 10 Vol.6 14,000 24,000 ‹ 5,000 PB NB PB 16% ‹ 20 ‹ ‹ ‹ 7

9. Slide 9: 09/12 2009 9,427 2010 9,597 27.9% 27.5% .5% 20.1% DC 10,000 135 9,000 84

   09/12 910 222 2009 9,427 2010 9,597 09 27.9% 27.5% 58 233 21.5% 20.1% DC 10,000 135 9,000 84 14 + 10/12 1,307 8

10. Slide 10: 2010/12 09/12 10/12 14,209 100.0 16,607 17,685 100.0 +24.4 ,959 27.9 4,554 4,869 27.5

    2010/12 09/12 10/12 14,209 100.0 16,607 17,685 100.0 +24.4 3,959 27.9 4,554 4,869 27.5 +22.9 3,048 21.5 3,403 3,561 20.1 +16.8 910 6.4 1,150 1,307 7.3 +43.6 878 6.2 1,150 1,325 7.4 +50.8 495 3.5 650 752 4.2 +51.8 ‹ ‹ ‹ 9

11. Slide 11: 1,532 25.8% 1,240 18.4% 1,467 24.7% 1,534 22.8% 1,684 28.4% 2,229 33.2% 800 13.5%

    1,532 25.8% 1,240 18.4% 1,467 24.7% 1,534 22.8% 1,684 28.4% 2,229 33.2% 800 13.5% 800 11.9% 1,322 22.3% 1,699 25.3% 783 13.2% 1,105 16.4% 580 9.8% 672 10.0% 3,051 51.5% 3,439 51.2% 5,119 86.3% 5,841 86.9% 27 0.4% 169 2.9% 162 2.4% 3,051 51.5% 3,467 51.6% 466 7.9% 530 7.9% 174 2.9% 189 2.8% 2,868 48.

12. Slide 12: 1,325 1,033 1,016 391 191 291 1,724 1,532 1,532 1,240 ‹ 2009 +2010 4

    876 1,325 73 545 235 376 60 84 65 147 1,033 340 208 241 1,016 391 191 291 1,724 1,532 1,532 1,240 ‹ 2009 +2010 4 11

13. Slide 13: 2011年12月期 計画

    RiRERASAYEALP 2011/12 12

14. Slide 14: 11/12 10/12 11/12 17,685 100% 20,548 100% 16.2% 4,869 27.5% 5,671 27.6% 16.5% 3,561

    11/12 10/12 11/12 17,685 100% 20,548 100% 16.2% 4,869 27.5% 5,671 27.6% 16.5% 3,561 20.1% 4,060 19.8% 14.0% 1,307 7.4% 1,611 7.8% 23.3% 1,325 7.5% 1,604 7.8% 21.1% 752 4.3% 900 4.4% 19.7% ‹ ‹ ‹ ‹ 9 9 18 13

15. Slide 15: 2011/12 quarterly forecast

    2011/12 8,319 100.0% 9,366 100.0% 9,939 100.0% 10,609 100.0% 2,298 27.6% 2,571 27.5% 2,743 27.6% 2,928 27.6% 1,661 20.0% 1,900 20.3% 1,929 19.4% 2,131 20.1% 636 7.6% 671 7.2% 813 8.2% 798 7.5% 643 7.7% 682 7.3% 807 8.1% 797 7.5% 367 4.4% 385 4.1% 447 4.5% 453 4.3%

16. Slide 16: Web marketing: Yahoo, Google, LPO

    Yahoo Google Yahoo Google LPO LPO Landing Page Optimization WEB

17. Slide 17: One to One WEB

    RiRSRASRYbALP ese7ae Monot aRS 16

18. Slide 18: Contact

    Tel:06-4869-7111 Fax:06-4869-7178 Email: yamazaki@monotaro.com 17

MonotaRO — FY2010 Earnings Presentation on 6ix