Estelle Holdings Co., Ltd. · TSE:7872

Estelle — FY2016 Earnings Presentation

19 slides from Estelle's earnings presentation, May 30, 2016

1. Slide 1: As-me ESTELLE

   © As-me ESTELLE B58HA (2016263 A} N\ 2016755308 HEMI—K:7872 HELE As-me © AF VERA FE

2. Slide 2: ƞƄƤƈƆƇƌ„ƉÃÅƤÞĕÒķƤžȓȓȓžžƈ žƟƄžžnj»T˜ƤƤƤƤƤƤƤƤȓȓȓžƇƊƤƤƤƤ

   ƞƄƤƈƆƇƌ„ƉÃÅƤÞĕÒķƤžȓȓȓžžƈ žƟƄžžnj»T˜ƤƤƤƤƤƤƤƤȓȓȓžƇƊƤƤƤƤ

3. Slide 3: žȞș½o gŻnj?TȖȧȰƃȯȮǢǭdzȔȏGȁȔǭȗ
   žȟșśĝŌ%vïIJnjÒķ
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   ƤƤƞƄžƈƆƇƌ„ƉÃÅƤÞĕÒķ žțșƈƆƇƌƅƉÅƤÞĕǺǠȍǠǴ žȜșƈƆƇƌƅƉÅƤÞĕǪȅȎȔ žȝșśĝ±ĂĺĕÁnjÒķ žȞș½o gŻnj?TȖȧȰƃȯȮǢǭdzȔȏGȁȔǭȗ žȟșśĝŌ%vïIJnjÒķ žȠșǥȊDzǫȋǾȑȔĺĕÁnjÒķ žȡșň@njóà žȢș ĭ|Ūnjóà žȣșab6 ĭŢĥȖqź ȗ ƇƆșŚÅÐĤœȖśĝȗ ƇƇșލrĤLJp

4. Slide 4: ƇžžƈƆƇƌ„ƉÃÅƤÞĕǺǠȍǠǴ ȖGȤÿ1ȗ ȥLħȦ ƈƆƇƋƅƉÅƤƤƤ ƈƆƇƌƅƉÅ :ÅÛ ÐĤœ Ȗ:Åȗ fèô ȖƈƆƇƌƅƉÅȗ gŻ ƉƉƂƍƍƎ ƉƊƂƆƆƆ ƆƄƍȕ

   ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ ƇžžƈƆƇƌ„ƉÃÅƤÞĕǺǠȍǠǴ ȖGȤÿ1ȗ ȥLħȦ ƈƆƇƋƅƉÅƤƤƤ ƈƆƇƌƅƉÅ :ÅÛ ÐĤœ Ȗ:Åȗ fèô ȖƈƆƇƌƅƉÅȗ gŻ ƉƉƂƍƍƎ ƉƊƂƆƆƆ ƆƄƍȕ ƉƉƂƎƊƆ YÐ7Ă ƇƂƆƉƍ ƇƂƇƊƌ ƇƆƄƋȕ ƇƂƆƏƆ Ĝƒ7Ă ƇƂƆƋƏ ƇƂƆƊƍ ơƇƄƇȕ ƏƏƆ Åę7Ă ƍƈƈ ƇƌƊ ơƍƍƄƈȕ ƇƌƆ

5. Slide 5: Ƥ ´†njĜçvēǕ¾ŦnjŤİ´ēljLjǜPƷƥÒNj[’cńdž®ĎƼǐƼǀƳƥ ĕ nj_ģNJǖǘƥ ĭµƳèzƼǐƼǀƳƥŊg"Ŝã?njŒDNJǖǘƥ“fLJlj ǘǐƼǀƦYÐ7ĂǍgġ7Ănjf<NJǖǘfĂLJljǘǐƼǀƳƥåinċdžþ

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6. Slide 6: ȖGȤÿ1ȗ
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7. Slide 7: ƊƤ½o gŻnj?TƤȖƐƜƃƛƚǢǭdzȔȏGȁȔǭȗƤ

   ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ ƊƤ½o gŻnj?TƤȖƐƜƃƛƚǢǭdzȔȏGȁȔǭȗƤ ½o gŻfèôȖ:„RÅÛȗ Å Å ŚÅ ƈƆƇƊƅƉÅ ƇƆƈƄƌȕ ƇƆƋƄƇȕ ƇƆƉƄƎȕ ƈƆƇƋƅƉÅ ƏƋƄƊȕ ƏƌƄƊȕ ƏƋƄƌȕ ƈƆƇƌƅƉÅ ƇƆƈƄƉȕ ƇƆƇƄƋȕ ƇƆƇƄƍȕ

8. Slide 8: Ơä?ŏønjf<ȘƌƇƎÿ1nj lj0uǍƥõŤMǎ

   ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ ƋƤśĝŌ%vïIJnjÒķ ȖGȤÿ1ȗ ƈƆƇƋƅƉÅƤƤƤ ƈƆƇƌƅƉÅ ƫ ljň´ónjh?ķ\Ƭ Ȗ:Åȗ Ơä?ŏønjf<ȘƌƇƎÿ1nj lj0uǍƥõŤMǎ ųŤȘƇƂƇƎƍÿ1f<ƥÏJŏøơƋƌƌÿ1èzƥg ä?ŏø ƈƊƂƇƊƇ ƈƊƂƍƋƏ 'ÖơƇƆƊÿ1èzƳ \Ʀ ]pŏø ƏƂƉƇƈ ƎƂƍƍƏ Ơ]pŏønjèzơƋƉƉÿ1nj lj0uǍƥĎ]p ŏønjf<ȘƏƇÿ1LJ¤ŏÄ Ŀ9njèzơƌƊÿ1 ƥ·Ťȓ#ĿŤnjèzơƋƇƋÿ1NJǖǙǔnjƦ ŏøQĺ ƉƉƂƊƋƊ ƉƉƂƋƉƎ ƠƸnjĝÍƥġŏøǍȘƎƊÿ1njf<Ʀ ä?Ň' ƇƇ

9. Slide 9: ƌƤǥȊDzǫȋǾȑȔĺĕÁnjÒķ ȖGȤÿ1ȗ ƫ ljǥȊDzǫȋȓǾȑȔnj0uƬ ƫžYÐã?ȩȪžƬ ƈƆƇƋƅƉÅƤƤƤƈƆƇƌƅƉÅ žȖŏŤf<ķ\ȗ Ȗ:Åȗ žžĐŤĒń¶:Å7ĂƤƍƏƋÿ1 žžè )IōƤƌƌƈÿ1…

   ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ ƌƤǥȊDzǫȋǾȑȔĺĕÁnjÒķ ȖGȤÿ1ȗ ƫ ljǥȊDzǫȋȓǾȑȔnj0uƬ ƫžYÐã?ȩȪžƬ ƈƆƇƋƅƉÅƤƤƤƈƆƇƌƅƉÅ žȖŏŤf<ķ\ȗ Ȗ:Åȗ žžĐŤĒń¶:Å7ĂƤƍƏƋÿ1 žžè )IōƤƌƌƈÿ1 žžÏJŏønjèzƤƋƌƌÿ1 žžg'ÖnjèzƤƇƆƊÿ1 YÐã?NJǖǙƤƤ ǥȊDzǫȋȓǾȑȔ ƊƈƏ ƇƂƎƊƊ žž]pŏøŭI±ƤƇƆƊÿ1 žžè±±lƤƇƆƈÿ1ƤljLj žȖŏŤèzķ\ȗ žžáĐĒnj²¢ŷƤƌƍƍÿ1 ¤ŏã?NJǖǙƤƤ ǥȊDzǫȋȱǾȑȔ ơƈƋƏ ơƍƈƈ žNJǖǘYÐã?ƒƔǍƤƇƂƎƊƊ

10. Slide 10: Ƥň@njóàƝ Ơ%-ŤLJīŏÈnj®Ď ƤƤ%-ŤȖUǒċ'ȗƤƤƤƤǸDzǴ%-ŤƤƤƤƤīŏÈ Ȗÿ1ȗ ƣ%-ŤnjÚŻǍƥ:„ ǑǜĊƼDžƱǘƥõųŤǜ­ŭƼǀǸDzǴnj%-ŤȁȔǭNJƱƮDžƤƤƤƤƤƤ ƉƉ(1LJljǂDžƱǘǐƽ…

    ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ Ƥň@njóàƝ Ơ%-ŤLJīŏÈnj®Ď ƤƤ%-ŤȖUǒċ'ȗƤƤƤƤǸDzǴ%-ŤƤƤƤƤīŏÈ Ȗÿ1ȗ ƣ%-ŤnjÚŻǍƥ:„ ǑǜĊƼDžƱǘƥõųŤǜ­ŭƼǀǸDzǴnj%-ŤȁȔǭNJƱƮDžƤƤƤƤƤƤ ƉƉ(1LJljǂDžƱǘǐƽƦ ƣcÈĀljň@ǭǯȒǭǍć•nj¡Ľä?˜njÜêǜĠªƼǃǃƥ%-ŤǜëèƺƾǙ»ťƦƤƤƤƤƤƤƤƤƤƤ %-ŤÚŻǍ:„ÛƉƍƋ1ď‡f<ƼǀƳƥÅÇnjõųŤÚŻǔ:„ÛƇƂƇƎƍÿ1f<ƼƤƤƤƤƤƤƤƤƤƤƤ ƍƊ(1ď‡LJljǂǀƦƤ

11. Slide 11: qźwŨ ǟǦǮǪȎȔȓqźwŨ Ƥ

    ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ žžƎƤ ĭ|ŪnjóàƤ qźwŨ ǟǦǮǪȎȔȓqźwŨ Ƥ ȈǤǸwŨ ƩȧȰƃȯȮǢǭdzȔȏƪ ƩȨȫȭȭȬƪ žƩǥȒǻȐȔƪƤ žÅÇ ĭµ 3 žř Ȗ ȗ Ȗ ȗ Ȗ ȗ ȖâƇȗƑƖƘƘƗǍƥĻƏƋ ĭNJæD-mĘNJcDŽƵÿʼn ĒdžnjŊgƳƥȡƏĔ UǐǚDžƱǘǐƽƦ ȖâƈȗƐƜƃƛƚǢǭdzȔȏǍNJÿʼn Ƈƍ ĭdžǿȍȒǵ|ŪȖǩȔǶȔSƧǯȒǬǡƨƧǧDzǵǸǭƨȗƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤ ȖƿƹƯȓĶÙƥż~{ƥőA ƥŬ—ȗ ȖâƉȗqźVåi ĭǍnjŚǘƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤƤ

12. Slide 12: žƏžžab6 ĭŢĥȖqź ȗ

    ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ žƏžžab6 ĭŢĥȖqź ȗ ƊƌƇ ȖƈƆƇƌ„ƉÃÇȗ ƇƇƏ ƀƯǁƑƖƘƘƗȢ Ɓ ƇƉ ƀƯǁƑƖƘƘƗț Ɓ EžŮȓ žšȓÌžå EåŞ ƉƊ ƀƯǁƑƖƘƘƗȟ Ɓ ƉƏ ž^ȓZž^ ƀƯǁƑƖƘƘƗȟ Ɓ ÌžE ƇƈƋ ƀƯǁƑƖƘƘƗȝȠ Ɓ ƋƇ ƀƯǁƑƖƘƘƗțȚ Ɓ ƎƆ ƀƯǁƑƖƘƘƗȝȚ Ɓ ūžÌ žȓßžĢ ŕžý

13. Slide 13: ȖGȤÿ1ȗ
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    ƞșƈƆƇƌ„ƉÃÅƤÞĕÒķ žƇƆŚÅÐĤœȖśĝȗ ȖGȤÿ1ȗ ƠgŻǍƥ¬ĕ ĭnj¶öĒ ƈƆƇƍƅƉÅžƤ :ÅÛƤƤƤƤƤ ƈƆƇƌƅƉÅ fèô NJǖǘƥ:„RÅÛƌƆƆÿ1Ȗơž ȖÐĤœȗ ƇƄƎȕȗèǜĸŔǝdžƱǘǐƽƦ ƠƧŹs}nj¨kƨNJTƷǀŅ¼ē ǜ‹ƴğƴ|ŪƽǙLJLJǔNJƥƑƖƘƘ ƗǜUǓǀǧȏȔȀ.njjÔlj gŻ ƉƊƂƆƆƆ ƉƉƂƊƆƆ ơƇƄƎȕ Źs}ǏnjŁĈ‡njTLJǟǦǮ ǪȎȔƲǗǬȋǢȎȔǐdžŽ;Ālj WV|ŪǜŒDƼƥƱsÔƲǗ$ ŵƺǚǙ ĭŝYNJOǘěǑYÐ cĄnj*rǜą«ƼǐƽƦǐǀƥ‹ YÐ7Ă ƇƂƇƊƌ ƇƂƉƌƆ ƇƎƄƍȕ

14. Slide 14: ƈƆƇƋ„ƉÃÅǍƥ¿ŚŢnjƈƊ1NJċΊnjÌĿ9O‹ ‚eš«pnj

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15. Slide 15: ƤƤƟƄžnj»T˜ țș ÅĜYĺúnjţìŃŶ ȜșȅȔǨDzǴnj¨k ȝș ÅĜYĺúnjNĂąÕžž

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16. Slide 16: ÅĜYĺúnjţìŃŶ
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17. Slide 17: ºǀlj‚eNJTƷÀljǙ¨kǜǓƻƼǐƽ

    Ɵșnj»T˜ ȅȔǨDzǴnj¨k ºǀlj‚eNJTƷÀljǙ¨kǜǓƻƼǐƽ ǾǞDzǫȌȒǼȏ ÿʼn ǾǞDzǫȌȒǼȏ Į„}ǜ ”LJƼǀ ÿʼn ºƼƮŹs}njŪ¦ ƓƒÐ ȥ‰ċnj ;‚eȦ ǿȍǠǰȏȅȔǨDzǴ ǫȌDzǽȒǧ nj2Óė ȉȔȏ ƕƗƙ åiȅȔǨDzǴ ^ȓȁǴǶȇȓǣȒȄǬǟ

18. Slide 18: Ɵșnj»T˜ ÅĜYĺúnjNĂąÕ ȖGȤÿ1ȗ ƈƆƇƌƅƉÅ ƈƆƇƍƅƉÅ ƈƆƇƎƅƉÅ ȖrĤȗ Ȗĺúȗ Ȗĺúȗ gžžŻ ƤƤƤƤƤƤƤƉƊƂƆƆƆ ƤƤƤƤƤƤƉƉƂƊƆƆ ƤƤƤƤƤƤƉƉƂƌƆƆƤƤƤƤƤƤƤ …

    Ɵșnj»T˜ ÅĜYĺúnjNĂąÕ ȖGȤÿ1ȗ ƈƆƇƌƅƉÅ ƈƆƇƍƅƉÅ ƈƆƇƎƅƉÅ ȖrĤȗ Ȗĺúȗ Ȗĺúȗ gžžŻ ƤƤƤƤƤƤƤƉƊƂƆƆƆ ƤƤƤƤƤƤƉƉƂƊƆƆ ƤƤƤƤƤƤƉƉƂƌƆƆƤƤƤƤƤƤƤ YÐ7Ă ƤƤƤƤƤƤƤƇƂƇƊƌ ƤƤƤƤƤƤƤƇƂƉƌƆ ƤƤƤƤƤƤƤƇƂƌƉƆƤƤƤƤƤƤƤ Ĝƒ7Ă ƤƤƤƤƤƤƤƇƂƆƊƍ ƤƤƤƤƤƤƤƇƂƈƌƆ ƤƤƤƤƤƤƤƇƂƋƋƆƤƤƤƤƤƤƤ Åę7Ă ƤƤƤƤƤƤƤƤƇƌƊ ƤƤƤƤƤƤƤƤƋƉƆ ƤƤƤƤƤƤƤƏƈƆƤƤƤƤƤƤƤ

19. Slide 19: TEL03-5777-5120

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Estelle Holdings — FY2016 Earnings Presentation on 6ix