Megmilk Snow Brand Co., Ltd. · TSE:2270

Megmilk Snow Brand — Q2 FY2019 Earnings Presentation

19 slides from Megmilk Snow Brand's earnings presentation, Nov 8, 2018

  1. Slide 1: agdhgny KRIK EMPLOIS.

    agdhgny KRIK EMPLOIS. SHAT =)IVI 20194F 3AR8 53200434 iA abs 2018711A848 las. ALRISERDS, SARC CHO. B<HLAULLITES. ES. IME RRA tM, SERELELEGA PEM. WERE COBRRES CRKSNKALRNDKOBRBUAULITES. BO UVgell - SACERTORLLTES.

  2. Slide 2: WB R (201943 A PAM)

    WB R (201943 A PAM) AMBP 1B (201943 A eM) © Ss kia OQ oMegsitmoty GB BMAT=NLD —cooyah Magri Sow Brand Go td AI Rights Reserve,

  3. Slide 3: Consolidated results summary for the second quarter

    MGHMGR ~20193AM PH M~ (8F. %) ei | 64 PCAN 89.4] 90.5, KRSNA SF SEA > BUSEIRATE : SB UR et > BMPR : RAM PRBOORIN R33) BMAT AMV Copyright © Megmik Snow Brand Co.Ltd. All Rights Reserved. 7 USS fEER (2019473 A PARRA) ) CRASHER COUT, sLe Cit, A-TIL MOAB RM ORRTHLAIS CIC KO HR EILO KLE. EF zs Cd, RAFUMR

  4. Slide 4: Beez ~thencorEe~

    Beez ~thencorEe~ ( ERICH ISHS ) i) 2 45 FID ik mF at mRTHHSORAEE 215A miniaey + (ristenese | 4 ae imiSlIbB A #9) 248A 45 BGR EY BMATEWI —conyh onegrih Soon rnd atts AUP Reserved 3 DESIR 86 (tbe) |] WIRE ORBICDUV CHALE. SPRRICBUY Cd, AEA AIRS COBAREICKO, SSF REIS C. MUADMOZENS OFLIE. ABCUTIS, ARIHAOR

  5. Slide 5: GRAPPA ~201943AMM~

    GRAPPA ~201943AMM~ (fF. %) i Fe Fl 2 209 ip Fil Be 3X 133 SPATE (CBS S SAAS sk 4a GE BMAT HN coos © Mogrih Seow Grand Co.Ltd Al Rights Reserved = DEAS PAR BHA) ] IBAA Oita PABIC DUT, SACARULEAIBPRAEABS. 35_bB6,050/8H. Sales 190A, AS(CDOSRELCH. 40HtSSBULTWEGA. STROH = EL. RAR ROEKeBiILCWaED.

  6. Slide 6: (3) BSF ~20184RRARA~

    (3) BSF ~20184RRARA~ UN as EE BS DFE SIE Fry >170—-—Omxit F—-A-A-ANWFKSOMBMAK FOPSIKSEYIRZORS MiPQUE - ARBOR GY BMAT=NLD conv © Magri Soow Brand Colts Ad Rights Reserved s [SSBF 862018 BOB AAA) } SH Els, WEEDS AI— hE B COS PEE DIEBLBOT. F—-A+-A-FILWREOMIGGLAPTFOFD K2=yIRZOWNE EORAAAICM A. F-AICDUVCO

  7. Slide 7: BRM ~ 4008429 5~

    BRM ~ 4008429 5~ & J) 1. ARBs Rae NO—, ial. F—Z (BIN - iH) 2. HABA +R: ARH, A—TILb. SRit - SPR - RAH, F¥—b e 3.=1—-hUS AY SRA WILT (BA-iB9) « net Ra eC 4. fils) - RSA fav. TSF (WE MAEM - BFR) ig RE G8} BAMATHNWT —conyoht © Mogi Snow Brand Co.Ltd A Rights Reserved

  8. Slide 8: SSA ~ARRSAO~

    SSA ~ARRSAO~ 2018F#E LHS PER ABmZIXVA xoa-pyssrweean (GF. %) = anes nme cc 2,440 101.8 > NI—: RERBORR > HH AB: KO > ZAG HS BE BiB > F-A: MPBRXRERVUSSEEORIB bs3) BMATANF copyright © Megmilk Snow Brand Co.Ltd. All Rights Reserved. a (BSSaEME (GLE) ) ARRSROPCAOeS SARMACIMY Nd, mikes KIS OK LIE. NF-(S5l

  9. Slide 9: SSRN ~LMOLA- Re (F—Z) ~

    SSRN ~LMOLA- Re (F—Z) ~ > RAFALMBOSSEIFSOIAZKP YT RE MRE: QHOCAF-AR 35m (WEF : 4.8~17.2%) QFFALSWF—-AH 24 (MEF : 4.3~6.4%) BBZB: FFASWF-Az 3m (BBS : -14.3%) } > FRIOER A ieee 8 WM BOESC CSRS REE SAS GB BWUATEWD — coe © Magni Sow rand Co.Ltd A Rights Raseved 8 [BSSnEe+ = (LHIORS + HRA (F—ZA) ) ) BANT

  10. Slide 10: BAW ~FMORA (F—Z) ~ ©

    BAW ~FMORA (F—Z) ~ © > MEMRICKSMBMA RADRRICKS {ME @ BRR UL 7E isite JOt—-L sa LORE < BBS -REAS<FTOE-La> > 9 [BSeSIEVo (FHAERH (F—ZX) ) ] ERNE CUTS, ASTAF-ASEOMEBBANATERICKO, mee RIOKS. 7c, PREAMBLES OED STUD eRRULED. F-AMUEBED DEANE < SRG CHS CERRA, Bim 2ehd CHORICOT, SHRSHRAMMRTHMSCHC HWOs bEeke Be

  11. Slide 11: SSWORA ~HALBKOs~

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  12. Slide 12: BSROMA ~LHoORM- BA (S—DVh) ~

    BSROMA ~LHoORM- BA (S—DVh) ~ > Raia HS REED —FIL AO ARTEL > HZ UBSPHA—AILKORIAME, FanForce KOM 20187 201843A LHR ia CME A Emo AVUBSPHRA—DILK » RABLAGA D1 ARES , PGR eee G)__ % — “KULIS4ID ey bch! aw ssh fa RUD Sy DRS id ia De =e LOO) SU- Sy ar er, Es) — sae. ; ee Sua Fe _LinwA W138 11 = = Gi BMATENT

  13. Slide 13: (3) BHROMM ~FRORM (S—DIK) ~

    (3) BHROMM ~FRORM (S—DIK) ~ > HURSPRA—TFILKOMBILA | SR ISa-s7-yave BOWCOBH Sf vty 7 iat GY BMAT=NLD conv © Magri Soow Brand Colts Ad Rights Reserved 2 [BSSIORME (FHIOEME (S—-ZILb) ) } [AVURS PRA-DLK] OD FHIOEMAAICDLITIS, 9AIC RUD IAA IORMERBIL -—/\-OVNAAY NREL, SA vty 7 eeMECLKCE. Ke, SRSISINI-Y a>

  14. Slide 14: BX WOMA ~ FROMM (F4—bh) ~

    BX WOMA ~ FROMM (F4—bh) ~ > F¥— hom meat Se=K |. BRAT OBITE - MEO NABRAL | YI PNO. 1 + SBULENEMIS> RBA HESS a0 S| teens emM7ID> RBA Ss F—AmeetsA1—y © 4IBDF-—ZXILVE ORD U—ARIM #9 a = Gi] BAT ZIV —cooyrigh © Magri Snow Brand Cota Al Rights Reserved 13 JP IR [SSRBIORE (PRIOR (TU—b) ] PASSO (CHISIO97 hE

  15. Slide 15: B#WOMM ~H1r—hU Say BRO e~

    B#WOMM ~H1r—hU Say BRO e~ 2018 BR LHR =A—-hUS STB xawaezx 035 (8. %) EMR aa mm at Ye at es at (PARR) > etka: SARTPVMBP@! OMIA > BIIIS : BARRA CCMA ROME 8B BMATHIVT coogi © Megrik Seow Brand Co.Ltd Al Rights Reserved 1“ (BSSIOM = (Ta—hUDT aD Sse) ) Ta hUTaLVBRARICDUTC CS. FRmvIXY kOS5, DA—-hUT STV SR

  16. Slide 16: SHIDO ~ettam (SA—hUSAy) ~

    SHIDO ~ettam (SA—hUSAy) ~ > NAILA-V1II1TLI hAKOEMRE CHWtEBASRSORE Belle Neige Direct | BKARONS ) AWR-VIFAUIE BNIVA-VAPITVLI hE, 6, SRO RAE < sR LE E> RSA BES SHADED 33.4% 66.6% FMS 66.6% 33.4% [AFY1A—-IW) (FB) 2 ——s 201812 Fa eeTteAKsl SH on KAREZORME = = ie 2019F1 AF BSAA SA CKSAAME RARE IC KSRNBEE

  17. Slide 17: SWORN ~HH-BaSRO~

    SWORN ~HH-BaSRO~ 2018 LMR A -BRLAXDYb Ho (BFA. %) ef ibs3 89.6 J 110.5 10 74.0 > BEBE : HMARROGAC KS Mmb RO Miwa > RIAABSE : SO RECRRS (CARMI SRARRH ROME bs3) BMATANVF Copyright © Megmilk Snow Brand Co.Ltd All Rights Reserved [SSRBIORES (Be - ESSE) ] fa - SHSROBORIA CT. HA S5C£ 101.4%, Be FIA89.6% K

  18. Slide 18: (4) Hae Sat ees

    (4) Hae Sat ees Mg e428 (8) Sem EBITDA 6,300 EBITDA Se 338180 6,200 >| 68 A Be 300 ALE 6,050{8F9 ? | 63008 5,9618F3 | ‘ LS aa ~ 5,87918F3 6,100 6,000 200 5,900 5,800 100 5,700 5,600 2016FE 201752 20184 (F148) 20194 (tii) GB BWUATEWD — coe © Magni Sow rand Co.Ltd A Rights Raseved v7 (HRA Set) [F)L—PW

  19. Slide 19: FRI, TVAOHIUHS,

    FRI, TVAOHIUHS, ee al ABCHMENT SHAFT EOIPRICAT Sid, HOA TAF RIAEMBRIC BOS, SOME LIEBE LCHO, EOBREBHECLCHRISBEDEOCISIEHA. Hla, RRORMS(4, BROBLSICLO, ABHOFPMECRASRSVSOET. 18

Megmilk Snow Brand — Q2 FY2019 Earnings Presentation on 6ix