Kanematsu Corporation · TSE:8020
Kanematsu — H1 FY2004 Earnings Presentation
69 slides from Kanematsu's earnings presentation, Nov 27, 2003
Slide 1: Interim Results Briefing, Fiscal Year Ending March 2004
ᐔᚑ㧝㧢ᐕ㧟ᦼਛ㑆▚ ߏ⺑⾗ᢱ 㧞㧜㧜㧟ᐕ㧝㧝㧞㧣ᣣ 㩷
Slide 2: Cautionary notes on forward-looking statements
᧪ㅢߒߦ㑐ߔࠆᵈᗧ㗄 ⾗ᢱߦ⸥タߐࠇߡࠆౝኈߪ⒳ߩޘ೨ឭߦၮߠߚ߽ߩߢࠅޔ᧪ߩ⸘↹ᢙ୯੍ޔᗐᢙ୯߿ᣉ╷ ߥߤߦ㑐ߔࠆ⸥タߦߟߡߪޔਇ⏕ታߥⷐ⚛ࠍࠎߢ߅ࠅ߹ߔޕ
Slide 3: Table of contents
⋡ ᰴ ᐔᚑ㧝㧢ᐕ㧟ᦼਛ㑆▚ࡂࠗࠗ࠻ 㧝 Σ㧚 ᐔᚑ㧝㧢ᐕ㧟ᦼਛ㑆▚ߩᴫ 㧠 㧝㧚 ㅪ⚿▚ ⋉ߩᴫ 㧡 㧞㧚 ㅪ⚿ࡃࡦࠬࠪ࠻ 㧝㧟 㧟㧚 ㅪ⚿ࠠࡖ࠶ࠪࡘࡈࡠ 㧝㧡 㧠㧚 㑐ଥળ␠߮ᓥᬺຬߩ⁁ᴫ 㧝㧣 㧡㧚 ߏෳ⠨ න▚ 㧝㧥 Τ㧚ޟᣂਛᦼ⚻༡⸘↹ ߡߟߦޠ 㧞㧜 㧝㧚ޟᣂਛᦼ⚻༡⸘↹ ޠ 㧞㧝 㧞㧚༡ᬺᜰ㊎㧠㗄⋡ 㧞㧞 㧟㧚ޟᣂਛᦼ⚻༡⸘↹࠻࠲ࠬޠએ㒠ߩ༡ᬺၮ⋚ᒝൻ 㧞㧟 㧠㧚᧻ߩᚑ㐳ࠗࡔࠫ 㧞㧡 㧡㧚᧻ࠣ࡞ࡊߩⷐ 㧞㧢 㧔ߏෳ⠨㧕ޟ᭴ㅧᡷ㕟⸘↹✚ߩޠ 㧞㧣 Υ㧚ᐔᚑ㧝㧢ᐕ㧟ᦼᬺ❣ㅢߒ߮ㇱ㐷⺑ 㧞㧤 ᐔ
Slide 4: Interim results highlights
ᐔᚑ䋱䋶ᐕ䋳ᦼਛ㑆▚䊊䉟䊤䉟䊃 䂾ਛ㑆⚐⋉䈲䇮೨ᐕหᦼᲧ䋴䋶ం䈱ᄢᡷༀ ਛ㑆⚐⋉ߪޔ೨ᐕหᦼᲧ 46 ంߩᄢᡷༀࠍᨐߚߒᦼޔೋ⸘↹ࠍ 29%࿁ࠆ 13 ంࠍታޕ ᄁ㜞ߪ৻ޔㇱሶળ␠ߩ㕖ㅪ⚿ൻߩᓇ㗀ࠍ㒰ᄖߔࠇ߫ታ⾰Ⴧߢޔ᭴ㅧᡷ㕟એ㒠ߩ ૐਅะߦ⚳ᱛ╓ޕ 䂾 ⥄Ꮖ⾗ᧄ䈲ᄢ䈮ᡷༀ ⥄Ꮖ⾗ᧄߪޔଔ⸽ߩᤨଔ⹏ଔᡷༀ╬ߦࠃࠅ೨ᦼᧃ߆ࠄ 52 ంჇടߒޔ160 ం ߣ⌕ታߦలޕ ਛ㑆ᦼᧃએ㒠߽ޔォ឵␠ௌဳᣂᩣ੍⚂ᮭઃ␠ௌ╬ߩᩣᑼ߳ߩォ឵߇㗅⺞ߦㅴߺ⥄ޔᏆ ⾗ᧄߪ 10 ᧃߢᦝߦ 49 ంჇടߒޔ2
Slide 5: Shareholders' equity and net interest-bearing debt trends
⥄Ꮖ⾗ᧄផ⒖ ం 㪉㪈㪇 㪉㪇㪇 㪟㪈㪌㪆㪐ᧃએ㒠 ⚂㪌㪇ంჇട 㪈㪍㪇 㪈㪍㪇 㪈㪌㪇 㪈㪇㪍 㪈㪇㪇 㪍㪍 㪌㪊 㪌㪇 㪇 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 㪟㪈㪌㪆㪈㪇 䋨ᵈ䋩㪟㪈㪉㪆㪐ᦼ䉋䉍ળ⸘ᐲ䈱ᄌᦝ䈮䉋䉍䇸ὑᦧ឵▚⺞ᢛൊቯ䇹䈏䉁䉏䈩䈍䉍䉁䈜䇯 ం 䊈䉾䊃ሶ⽶ௌផ⒖ 㪎㪃㪇㪇㪇 ᣂਛᦼ⚻༡⸘↹⋡ᮡ䋺 㪍㪃㪋㪐㪉 㪟㪈㪍㪆㪊䈮㪊㪃㪇㪇㪇ం 㪍㪃㪇㪇㪇 ඨᐕ೨ୟ䈚䈪⋡ᮡ㆐ᚑ 㪌㪃㪇㪇㪇 㪋㪃㪏㪉㪇 㪊㪃㪊㪉㪉 㪊㪃㪐㪏㪐 㪋㪃㪇㪇㪇 㪉㪃㪐㪐㪊 㪊㪃㪇㪇㪇 㪉㪃㪇㪇㪇 㪈㪃㪇㪇㪇 㪇 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 -
Slide 6: Memo
(MEMO) KANEMATSU CORPORATION
Slide 7: Overview of interim results
Il. FRIGFSAMPRREORR -4- KANEMATSU CORPORATION
Slide 8: Consolidated results: income overview
䋱䋮ㅪ⚿▚㩷 ⋉䈱⁁ᴫ㩷 㩷 㩷 㩷 ࠛࡀ࡞ࠡ⛽❫ޔㇱ㐷ߩ৻ㇱሶળ␠ߩ㕖ㅪ⚿ൻߩᓇ㗀ࠍ❱ࠅㄟࠎߛᦼೋ⸘↹ߦኻߒޔ 㩷 ⽼ᄁ⾌߮৻⥸▤ℂ⾌ߩᷫ߿ሶ⽶ௌߩ❗ߦࠃࠆ㊄Ⲣ⾌↪ߩ❗ߦദޔᄁ 㩷 㜞߮⚻Ᏹ⋉ߩታ❣ߪࠍ↹⸘ޔ࿁ߞߚޕ 㩷 ਛ㑆⚐⋉ߪޔᩣଔߩ࿁ᓳ╬ߦࠃࠆ․៊ᄬߩᡷༀ߽ࠅޔ೨ᐕหᦼᲧంᡷༀߒޔ 㩷 ᦼೋ⸘↹ంࠍ࿁ࠆంࠍታޕ 㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ᄁ㜞ኻᲧ ᄁ㜞ኻᲧ Ⴧᷫ㗵 Ⴧᷫ₸ ᄁ㜞 㪋㪇㪇㪃㪇㪊㪏 㪈㪇㪇㪅㪇㩼 㪋㪇㪏㪃㪌㪎㪋 㪈㪇㪇㪅㪇㩼 䂦㩷㪏㪃㪌
Slide 9: Gross profit margin and operating margin trends
㩷 ᄁ✚⋉₸䊶༡ᬺ⋉₸ផ⒖ 䋦 㪐㪅㪇 㪏㪅㪉 㪏㪅㪇 㪏㪅㪇 㪎㪅㪎 㪏㪅㪇 㪎㪅㪇 㪍㪅㪈 ᄁ 㪍㪅㪇 ༡ 㪋㪅㪍 ᬺ ✚ 㪌㪅㪇 㪋㪅㪉 㪊㪅㪏 ⋉ 㪋㪅㪇 ⋉ ₸ 㪉㪅㪍 ₸ 㪊㪅㪇 㪉㪅㪈 㪈㪅㪏 㪈㪅㪎 㪈㪅㪏 㪉㪅㪇 㪈㪅㪌 㪇㪅㪌 㪇㪅㪎 㪈㪅㪇 㪇㪅㪊 㪇㪅㪋 㪇㪅㪋 㪇㪅㪊 㪇㪅㪇 㪟㪍㪆㪐 㪟㪎㪆㪐 㪟㪏㪆㪐 㪟㪐㪆㪐 㪟㪈㪇㪆㪐 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 ᬺಽᄁ㜞ផ⒖ ం 㪈㪃㪉㪇㪇 㪈㪃㪇㪇㪇 㪏㪇㪇 㪍㪇㪇 㪋㪇㪇 㪉㪇㪇 䌉䌔ㇱ㐷 㘩ᢱㇱ㐷 䍵䍐䍪䍙䍐䍒䍻䍛䍃䍒䍦䍷䍕䍼䍎ㇱ㐷 ㋕㍑䍃䍪䍽䍵䍻䍢ㇱ㐷 ❫⛽
Slide 10: Gross profit, SG&A and operating profit
㩷 䋨䋲䋩ᄁ✚⋉㩷 z ᄁ✚⋉₸䈲ᒁ䈐⛯䈐㜞᳓Ḱ䉕⛽ᜬ䇯㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ⋉₸ ታ❣ ⋉₸ ታ❣ ⋉₸ Ⴧᷫ㗵 Ⴧᷫ 㩷䌉䇭㩷㩷㩷㩷㩷㩷䌔䇭ㇱ㐷 㪈㪇㪃㪐㪎㪐 㪈㪇㪅㪉㩼 㪈㪇㪃㪎㪎㪊 㪈㪇㪅㪈㩼 㪉㪇㪍 䋫㩷㪇㪅㪈㩼 㘩㩷㩷㩷㩷㩷㩷ᢱ䇭ㇱ㐷 㪋㪃㪋㪐㪇 㪍㪅㪉㩼 㪌㪃㪇㪐㪎 㪍㪅㪐㩼 䂦㩷㪍㪇㪎 䂦㩷㪇㪅㪎㩼 䊤䉟䊐䉰䉟䉣䊮䉴 㪈㪃㪉㪌㪋 㪏㪅㪋㩼 㪈㪃㪊㪌㪋 㪏㪅㪈㩼 䂦㩷㪈㪇㪇 䋫㩷㪇㪅㪊㩼 䉣㩷䊈㩷䊦㩷䉩䊷 㪊㪃㪉㪉㪌 㪊㪅㪏㩼 㪊㪃㪌㪌㪈 㪋㪅㪈㩼 䂦㩷㪊㪉㪍 䂦㩷㪇㪅㪊㩼 䍵䍐䍪䍙䍐䍒䍻䍛䍃䍒䍦䍷䍕䍼䍎ㇱ㐷
Slide 11: Gross profit margin comparison and SG&A trends
ᄁ✚⋉₸Ყセ䋨ᐔᚑ㪈㪌ᐕ㪐ਛ㑆ᦼ䋩 䋨✚ว␠Ყセ䋩 㪏㪅㪇㩼 㪎㪅㪇㩼 㪍㪅㪇㩼 㪌㪅㪇㩼 㪋㪅㪇㩼 㪊㪅㪇㩼 ᧻ ✚ว␠ᐔဋ ✚ว␠ᦨ㜞 ✚ว␠ᦨዊ ᄁ✚⋉₸ 㪎㪅㪎㩼 㪌㪅㪊㩼 㪍㪅㪌㩼 㪋㪅㪇㩼 㩷 ᄁ✚⋉⽼▤⾌Ყ₸ 㪈㪇㪇㪅㪇㩼 㪐㪌㪅㪊㩼 㪐㪇㪅㪇㩼 㪎㪐㪅㪇㩼 㪏㪇㪅㪈㩼 㪎㪏㪅㪉㩼 㪎㪎㪅㪍㩼 㪏㪇㪅㪇㩼 㪎㪇㪅㪇㩼 㪍㪇㪅㪇㩼 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 㩷 ⽼ ᄁ ⾌ 䍃৻ ⥸ ▤ ℂ ⾌ ផ ⒖ ం 㪌㪇㪇 㪋㪌㪇 㪋㪌㪇 㪍㪐 㪋㪇㪇 㩷㩷㩷㪊 㪋 㪎 㪊㪌㪇 㪍㪊 㩷㩷㩷㪉 㪐 㪇 㪊㪍 㪊㪇㪇 㪊㪋 㩷㩷㩷㪉
Slide 12: Operating profit and non-operating income
㩷 䋨䋴䋩༡ᬺ⋉㩷 z ⽼ᄁ⾌䈶৻⥸▤ℂ⾌䈱❗䈮䉋䉍䇮ᄁ✚⋉䈱ᷫዋ䈮䉋䉎ᓇ㗀䉕ᦨዊ㒢䈮ᛥ䇯㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ⋉₸ ታ❣ ⋉₸ ታ❣ ⋉₸ Ⴧᷫ㗵 Ⴧᷫ 㩷䌉䇭㩷㩷㩷㩷㩷㩷䌔䇭ㇱ㐷 㪈㪃㪏㪊㪍 㪈㪅㪎㩼 㪈㪃㪏㪉㪏 㪈㪅㪎㩼 㪏 䋫㩷㪇㪅㪇㩼 㘩㩷㩷㩷㩷㩷㩷ᢱ䇭ㇱ㐷 㪏㪈㪋 㪈㪅㪈㩼 㪈㪃㪉㪉㪎 㪈㪅㪎㩼 䂦㩷㪋㪈㪊 䂦㩷㪇㪅㪍㩼 䊤䉟䊐䉰䉟䉣䊮䉴 㪉㪐㪌 㪉㪅㪇㩼 㪉㪍㪉 㪈㪅㪍㩼 㪊㪊 䋫㩷㪇㪅㪋㩼 䉣㩷䊈㩷䊦㩷䉩䊷 㪊㪇㪏 㪇㪅㪋㩼 㪋㪎㪍 㪇㪅㪌㩼 䂦㩷㪈㪍㪏 䂦㩷㪇㪅㪈㩼 䍵䍐䍪䍙䍐䍒䍻䍛䍃䍒䍦䍷䍕䍼䍎ㇱ㐷
Slide 13: Financial balance and capital efficiency trends
㩷 㩷 ㊄Ⲣᡰផ⒖ ం 㪍㪇 㪋㪇 㪉㪇 㪇 䂦㩷㪉㪇 䂦㪉 㪏 䂦㪉 㪇 䂦㩷㪋㪇 䂦㪋 㪉 䂦㩷㪍㪇 䂦㪌 㪏 䂦㩷㪏㪇 䂦㩷㪈㪇㪇 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 ฃขᕷ䊶㈩ᒰ ᡰᛄᕷ ㊄Ⲣᡰ 㩷 ⾗㊄ല₸ផ⒖ 㪌㪅㪇㩼 㪋㪅㪇㩼 㪊㪅㪇㩼 㪉㪅㪇㩼 㪈㪅㪇㩼 㪇㪅㪇㩼 㪟㪈㪈㪆㪊 㪟㪈㪉㪆㪊 㪟㪈㪊㪆㪊 㪟㪈㪋㪆㪊 㪟㪈㪌㪆㪊 㪟㪈㪌㪆㪐 ⾗㊄ല₸ 㪇㪅㪊㩼 㪉㪅㪉㩼 㪋㪅㪈㩼 㪊㪅㪏㩼 㪋㪅㪋㩼 㪊㪅㪋㩼 䋪⾗㊄ല₸䋽༡ᬺ⋉䋯䉫䊨䉴ሶ⽶ௌ - 10 -
Slide 14: Ordinary profit, extraordinary items and net income
㩷 䋨䋶䋩⚻Ᏹ⋉㩷 z ⽼ᄁ⾌䈶৻⥸▤ℂ⾌䈱ᷫ䈫༡ᬺᄖᡰ䈱ᡷༀ䈮䉋䉍䇮ᦼೋ⸘↹ 㪋㪇 ం䉕 㪈㪊㩼࿁䉎 㪋㪌 ం䉕㆐ᚑ䇯㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ᦼ ᐔᚑ㪈㪋ᐕ䋹ᦼ ೨ᐕหᦼᲧ ⚻䇭Ᏹ䇭䇭⋉ 㪋㪃㪌㪈㪏 㪌㪃㪊㪍㪍 䂦㩷㪏㪋㪏 ⚻Ᏹ⋉₸ 㪈㪅㪈㪊㩼 㪈㪅㪊㪈㩼 㪄㪇㪅㪈㪏㩼 㩷 㩷 䋨䋷䋩․៊⋉䈫ਛ㑆⚐⋉㩷 z ᩣଔ䈱࿁ᓳ䈮䉋䉍․៊⋉䈏ᄢᡷༀ䈚䇮ਛ㑆⚐⋉䈲 㪈㪊 ం䈫䈭䉍䇮೨ᐕหᦼᲧ㩷 㪋㪍 ం䈱ᄢჇ⋉䉕ታ䇯㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ᛩ⾗ଔ⸽ᄁළ៊⋉ 㪈㪍㪐 䂦㩷㪋㪇㪋 㪌㪎㪊 ࿕ቯ⾗↥ಣಽ
Slide 15: Memo
<MEMO> -12- KANEMATSU CORPORATION
Slide 16: Consolidated balance sheet
䋱䋮ㅪ⚿䊋䊤䊮䉴䉲䊷䊃㩷 㩷 㩷 ࡀ࠶࠻ሶ⽶ௌߪޔᣂਛᦼ⚻༡⸘↹ߦ߅ߌࠆᦨ⚳ᐕᐲ⋡ᮡ 3,000 ంࠍඨᐕ೨ୟߒߢ 㩷 ㆐ᚑߒ 2,993 ంޕォ឵␠ௌဳᣂᩣ੍⚂ᮭઃ␠ௌ߇ 10 ਛߦ⚂ 42 ంォ឵ߐࠇߡ߅ࠅޔ 㩷 ࠣࡠࠬሶ⽶ௌߩᡷༀߪᦝߦㅴޕ 㩷 ⥄Ꮖ⾗ᧄߪޔଔ⸽ߩᤨଔ⹏ଔᡷༀ╬ߦࠃࠅ೨ᦼᧃ߆ࠄ 52 ంჇടߒ 160 ం 㩷 㩷 ߣ⌕ታߦలߦᦝޕਛ㑆ᦼᧃએ㒠ޔォ឵␠ௌဳᣂᩣ੍⚂ᮭઃ␠ௌ╬ߩᩣᑼ߳ߩォ឵߇㗅 㩷 㩷 ⺞ߦㅴߺޔ10 ᧃߢ 49 ంჇടߒ 210 ం⒟ᐲߩ᳓Ḱޕ 㩷 㩷 㩷 䋨䋱䋩ሶ⽶ௌ䈱⁁ᴫ㩷 㪲
Slide 17: Current ratio and net income trends
㩷 㩷 ᵹേᲧ₸ផ⒖ ం 㪏㪃㪇㪇㪇 㪈㪇㪇㪅㪇㩼 㪍㪃㪇㪇㪇 㪋㪃㪇㪇㪇 㪏㪇㪅㪇㩼 㪉㪃㪇㪇㪇 㪇 㪍㪇㪅㪇㩼 㪟㪈㪉㪆㪊 㪟㪈㪊㪆㪊 㪟㪈㪋㪆㪊 㪟㪈㪌㪆㪊 㪟㪈㪌㪆㪐 ᵹേ⾗↥ 㪌㪃㪐㪌㪐 㪋㪃㪍㪐㪊 㪊㪃㪌㪊㪎 㪊㪃㪇㪊㪍 㪊㪃㪇㪊㪊 ᵹേ⽶ௌ 㪍㪃㪌㪈㪏 㪍㪃㪌㪐㪐 㪋㪃㪇㪇㪊 㪋㪃㪌㪏㪏 㪊㪃㪏㪉㪐 ᵹേᲧ₸ 㪐㪈㪅㪋㩼 㪎㪈㪅㪈㩼 㪏㪏㪅㪋㩼 㪍㪍㪅㪉㩼 㪎㪐㪅㪉㩼 㩷 㩷 ⋉㊄ផ⒖ ం 㪌㪇 㪈㪌 㪊 㪇 䂦㩷㪉㪇 䂦㩷㪌㪇 䂦㩷㪌㪉 䂦㩷㪈㪇㪇 䂦㩷㪈㪌㪇 䂦㩷㪉㪇㪇 䂦㩷㪉㪉㪋 䂦㩷㪉㪌㪇 㪟㪈㪉㪆㪊 㪟㪈㪊㪆㪊 㪟㪈㪋㪆㪊 㪟㪈㪌㪆㪊 㪟㪈㪌㪆㪐 - 14 -
Slide 18: Asset details and consolidated cash flow
㩷 䋨䋳䋩⾗↥ൊቯ⚦㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋳ᧃᲧ ᐔᚑ㪈㪌ᐕ䋹ᧃ ᐔᚑ㪈㪌ᐕ䋳ᧃ Ⴧᷫ㗵 Ⴧᷫ₸ ㊄䈶㗍㊄ 㪋㪌㪃㪏㪊㪇 㪊㪌㪃㪏㪌㪈 㪐㪃㪐㪎㪐 㪉㪎㪅㪏㩼 ฃขᚻᒻ䈶ᄁដ㊄ 㪈㪋㪎㪃㪈㪈㪎 㪈㪍㪇㪃㪊㪍㪊 䂦㩷㪈㪊㪃㪉㪋㪍 䂦㩷㪏㪅㪊㩼 ⾗↥ 㪁 㪍㪊㪃㪊㪏㪋 㪍㪉㪃㪐㪎㪇 㪋㪈㪋 㪇㪅㪎㩼 㩿ᵈ㪀 ᛩ㩷㩷⾗ 㪎㪎㪃㪎㪈㪈 㪎㪎㪃㪈㪍㪇 㪌㪌㪈 㪇㪅㪎㩼 㩿ᵈ㪀 ⾉ઃ㊄ 㪊㪋㪃㪋㪈㪍 㪊㪎㪃㪈㪇㪐 䂦㩷㪉㪃㪍㪐㪊 䂦㩷㪎㪅㪊㩼 ᒻ࿕ቯ⾗↥ 㪁 㪎㪌㪃㪇㪍㪌 㪎㪎㪃㪐㪐㪇 䂦㩷㪉㪃㪐㪉㪌 䂦㩷㪊㪅㪏㩼 ➅ᑧ⒢㊄⾗↥ 㪉㪎㪃㪋㪎㪋 㪉㪎㪃㪋㪏㪌 䂦㩷㪈㪈 䂦㩷㪇
Slide 19: Total assets, ROA and investment and loan balances
✚⾗↥䊶✚⾗↥⚻Ᏹ⋉₸ផ⒖ ం 㪐㪃㪇㪇㪇 㪉㪅㪌㩼 㪉㪅㪇㩼 㪏㪃㪇㪇㪇 㪈㪅㪌㩼 㪎㪃㪇㪇㪇 㪈㪅㪇㩼 㪍㪃㪇㪇㪇 㪇㪅㪌㩼 㪌㪃㪇㪇㪇 㪇㪅㪇㩼 㪟㪈㪉㪆㪊 㪟㪈㪊㪆㪊 㪟㪈㪋㪆㪊 㪟㪈㪌㪆㪊 㪟㪈㪌㪆㪐 ᦼᧃ✚⾗↥ 㪏㪃㪏㪋㪌 㪎㪃㪎㪉㪍 㪍㪃㪇㪌㪎 㪌㪃㪉㪎㪊 㪌㪃㪉㪈㪎 ✚⾗↥⚻Ᏹ⋉₸ 㪇㪅㪈㩼 㪈㪅㪋㩼 㪈㪅㪎㩼 㪉㪅㪈㩼 㪉㪅㪈㩼 ం ᛩⲢ⾗ᱷ㜞ផ⒖ 㪊㪃㪇㪇㪇 㪉㪃㪌㪇㪇 㪉㪃㪇㪇㪇 㪈㪃㪌㪇㪇 㪈㪃㪇㪇㪇 㪌㪇㪇 㪇 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 ᛩⲢ⾗ᱷ㜞 㪉㪃㪍㪌㪋 㪈㪃㪎㪐㪊 㪈㪃㪊㪌㪋 㪈㪃㪉㪇㪏 㪈㪃㪈㪉㪈 - 16 -
Slide 20: Affiliates and employees
䋳䋮㑐ଥળ␠䈶ᓥᬺຬ䈱⁁ᴫ㩷 䋨䋱䋩ㅪ⚿ળ␠䈱㤥ሼ䊶⿒ሼળ␠ᢙផ⒖⁁ᴫ㩷 z 㑐ଥળ␠䈱ᢛℂ䊶⛔ว䉕ㅴ䉄䈢⚿ᨐ䇮ㅪ⚿ኻ⽎ળ␠ᢙ䈲೨ᐕหᦼᲧ 㪈㪌 ␠ᷫዋ䈚 㪈㪈㪎 ␠䈫䈭䉍䇮 ᣂਛᦼ⚻༡⸘↹ᦨ⚳ᐕᐲ⋡ᮡ䈱 㪈㪉㪇 ␠䉕䉪䊥䉝䇯㩷 㪲න䋺␠㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ㅪ⚿ ᜬಽ ว⸘ ㅪ⚿ ᜬಽ ว⸘ ว⸘ 㤥ሼળ␠ 㪌㪌 㪊㪎 㪐㪉 㪌㪌 㪊㪐 㪐㪋 䂦㩷㪉 㤥ሼળ␠Ყ₸㩿㩼䋩 㪏㪇㪅㪐㩼 㪎㪌㪅㪌㩼 㪎㪏㪅㪍㩼 㪎㪈㪅㪋㩼 㪎㪇㪅㪐㩼 㪎㪈㪅㪉㩼 㪎㪅㪋㩼 ⿒ሼળ␠ 㪈㪊 㪈㪉 㪉㪌 㪉㪉 㪈㪍 㪊㪏 䂦㩷㪈㪊 ว㩷㩷⸘ 㪍㪏 㪋㪐 㪈㪈㪎 㪎㪎 㪌㪌 㪈
Slide 21: Number of consolidated companies trend
ㅪ⚿ኻ⽎ળ␠ᢙផ⒖ 䋨␠䋩 㪉㪌㪇 㪉㪉㪐 ᣂਛᦼ⚻༡⸘↹䈱 ⋡ᮡ㪈㪉㪇␠䉕䉪䊥䉝 㪉㪇㪇 㪐㪏 㪈㪎㪍 㪈㪌㪇 㪈㪌㪇 㪈㪊㪉 㪎㪋 㪈㪈㪎 㪍㪊 㪈㪇㪇 㪌㪌 㪋㪐 㪈㪊㪈 㪌㪇 㪈㪇㪉 㪏㪎 㪎㪎 㪍㪏 㪇 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 ㅪ⚿ሶળ␠ ᜬಽᴺળ␠ ␠ 㤥ሼળ␠Ყ₸䊶⿒ሼળ␠ᢙផ⒖ 䋦 㪈㪈㪇 㪈㪇㪌 㪏㪇 㪎㪏㪅㪍 㪐㪇 㪎㪈㪅㪊 㪎㪈㪅㪉 㪎㪇 㪎㪇 㪍㪌 㪌㪇 㪍㪊㪅㪈 㪋㪊 㪊㪏 㪍㪇 㪊㪇 㪉㪌 㪌㪋㪅㪈 㪈㪇 㪌㪇 㪟㪈㪈㪆㪐 㪟㪈㪉㪆㪐 㪟㪈㪊㪆㪐 㪟㪈㪋㪆㪐 㪟㪈㪌㪆㪐 ⿒ሼળ␠ᢙ 㤥ሼળ␠Ყ₸ ం ㅪ⚿ኻ⽎ળ␠䈱㤥ሼ㗵䊶⿒ሼ㗵
Slide 22: Reference: non-consolidated results
䋨䈗ෳ⠨䋩㩷 න▚㩷 䋱䋮⋉䈱⁁ᴫ㩷 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪌ᐕ䋹ਛ㑆ᦼ ᐔᚑ㪈㪋ᐕ䋹ਛ㑆ᦼ ೨ᐕหᦼᲧ ᄁ㜞ኻᲧ ᄁ㜞ኻᲧ Ⴧᷫ㗵 Ⴧᷫ₸ ᄁ㜞 㪈㪏㪌㪃㪐㪋㪍 㪈㪇㪇㪅㪇㩼 㪉㪈㪇㪃㪌㪍㪍 㪈㪇㪇㪅㪇㩼 䂦㩷㪉㪋㪃㪍㪉㪇 䂦㩷㪈㪈㪅㪎㩼 ᄁ✚⋉ 㪍㪃㪐㪇㪏 㪊㪅㪎㩼 㪏㪃㪐㪏㪋 㪋㪅㪊㩼 䂦㩷㪉㪃㪇㪎㪍 䂦㩷㪉㪊㪅㪈㩼 ༡ᬺ⋉ 㪈㪃㪈㪇㪐 㪇㪅㪍㩼 㪉㪃㪎㪎㪐 㪈㪅㪊㩼 䂦㩷㪈㪃㪍㪎㪇 䂦㩷㪍㪇㪅㪈㩼 ⚻Ᏹ⋉ 㪉㪃㪋㪌㪎 㪈㪅㪊㩼 㪊㪃㪇㪐㪌 㪈㪅㪌㩼 䂦㩷㪍㪊㪏 䂦㩷㪉㪇㪅㪍㩼 ⒢ᒁ೨ᒰᦼ⚐⋉ 㪈㪃㪋㪈㪎 㪇㪅㪏㩼 䂦㩷㪉㪃㪎㪏㪍 䂦㩷㪈㪅㪊㩼 㪋㪃㪉㪇㪊 䋭
Slide 23: About the New Medium-Term Management Plan
㩷 㸈䋮䍀ᣂਛᦼ⚻༡⸘↹䍁䈮䈧䈇䈩 㩷 㩷 㩷 㩷 㩷 䋨ᐔᚑ 㪈㪊 ᐕ 㪋 䌾ᐔᚑ 㪈㪍 ᐕ 㪊 䋩㩷 - 䋲䋰 -
Slide 24: About the New Medium-Term Management Plan
㸈䋮䇸ᣂਛᦼ⚻༡⸘↹䇹䈮䈧䈇䈩 䋱䋮䍀ᣂਛᦼ⚻༡⸘↹䍁䋨ᐔᚑ 㪈㪊 ᐕ 㪋 㪈㪉 ᣣ⊒䋩㩷 ᐔᚑ 㪈㪋 ᐕ 㪊 ᦼ䈎䉌ᐔᚑ 㪈㪍 ᐕ 㪊 ᦼ䉁䈪䈱 㪊 䊰ᐕ⸘↹㩷 એਅ䉕ౕ⊛䈭⋡ᮡ䊶ᣉ╷䈫䈚䈩ข䉍⚵䉂䇯㩷 ➅ᰳ៊㊄⸃ᶖ 䃩➅ᰳ៊㊄䈱ᣧᦼ৻ 15 ᐕ 3 ᧃ䈪⸃ᶖ 15 ᐕ 9 ᧃ㊄ 15 ం 䃩䊈䉾䊃ሶ⽶ௌ 3,000 ం 15 ᐕ 9 ᧃታ❣㩷 2,993 ం 16 ᐕ 3 ᦼ⸘↹㩷 2,900 ం (13 ᐕ 3 ᧃ㩷 4,330 ం) 䃩䌒䌏䌅㩷 30%એ 15 ᐕ 3 ᧃታ❣㩷 16.9% 16 ᐕ 3 ᦼㄟ㩷 25%એ 䃩ㅪ⚿⚻
Slide 25: Four business guidelines
㩷 䋲䋮༡ᬺᜰ㊎䋴㗄⋡㩷 ᒰ␠䈏⋡ᜰ䈜␠䊎䉳䊈䉴䊝䊂䊦䉕ౕൻ䈜䉎䈢䉄䈱༡ᬺᜰ㊎䈫䈚䈩䇮ਅ⸥䋴㗄⋡䉕ో␠ຬ䈏Ᏹ 䈮ᔃ䈏䈔䈩䈇䉎䇯䈇䈝䉏䉅␠䈱ᧄ᧪⊛䈭ᯏ⢻䉕චੑಽ䈮⊒ើ䈚䇮䊐䊥䊷䉨䊞䉾䉲䊠䊶䊐䊨䊷䈱Ⴧᄢ ╬䇮ડᬺଔ୯䉕㜞䉄䉎䈢䉄䈮ᔅ㗇䈪䈅䉎䈫⠨䈋䈩䈇䉎䇯 䋱䋩㜞䈇⋉₸ Ꮢ႐䊆䊷䉵䈮ว⥌䈚䈢㜞ઃടଔ୯䉰䊷䊎䉴䈮ᵈജ䇯䊍䊃䈫䈇䈉⚻༡⾗Ḯ䈱ᦨᄢᵴ↪䇯 ᒰ␠䈱ᓎഀ䇮ᯏ⢻䈏⹏ଔ䈘䉏䉏䈳㜞䈇⋉₸䈏ᦼᓙ䈪䈐䉎䇯 㸢ᄁ✚⋉₸䈱ᡷༀ䇮৻ੱᒰ䈢䉍↢↥ᕈ䈱ะ 䋲䋩ૐ䈇⚻⾌₸ ౬⾌䉕ឃ㒰䈚䇮䊜䊥䊊䊥䈱ല䈇䈢⚻⾌䈱䈇ᣇ䉕Ꮏᄦ䈜䉎䇯 㸢ᄁ✚⋉䊶⽼▤⾌Ყ₸䈱ૐᷫ䇮༡ᬺ⋉䈱ᡷༀ 䋳䋩ਇ⦟ௌᮭ⊒↢䈱㒐ᱛ 䊥
Slide 26: Strengthening the business base after plan launch
㩷 䋳䋮䇸ᣂਛᦼ⚻༡⸘↹䇹䉴䉺䊷䊃એ㒠䈱༡ᬺၮ⋚ᒝൻ ᣂળ␠⸳┙ x 䉝䊦䉣䉟䊄ᩣᑼળ␠⸳┙䋨ᐔᚑ 14 ᐕ 1 IT㧕 䉝䊅䊨䉫䋨㔚Ḯ IC䋩ኾᬺ䊜䊷䉦䊷䉕䊐䉜䊑䊧䉴䈱ᒻᘒ䈪⸳┙䇯᧻䈲න䈭䉎⽼ᄁ䈱䉂䈭䉌䈝 ડ↹ᯏ⢻䈍䉋䈶⸳⸘ᯏ⢻䉕ઃട䈜䉎䈖䈫䈪㜞ઃടଔ୯ൻ䉕࿑䉍䇮㐳ᦼ⊛䈮ቯ䈚䈢⋉ၮ ⋚䉕᭴▽䈚䈩䈇䈒䇯 x KG Aircraft Rotables Co., Ltd.⸳┙䋨ᐔᚑ 14 ᐕ 4 䊶IT䋩 ᳃㑆䉳䉢䉾䊃ᣏቴᯏᓴⅣㇱຠ឵ୃℂ䊶䊥䊷䉴ળ␠䇯 ᓥ᧪䈎䉌ၭ䈦䈩䈐䈢ੱ⣂䈫䊉䉡䊊䉡䉕ᵴ↪䈚䈩䇮ዋ䈭䈇⾗㊄䈪ઃടଔ୯䈱䈅䉎ᢛᡰេᬺോ 䈻䈱ㅴ䇯 x ᩣᑼળ␠䉶䉟䊗䊥䊶䉳䊞䊘䊮⸳┙䋨
Slide 27: Business base strengthening: new initiatives
ᬺോឭ៤䊶⁛භ⽼ᄁᮭขᓧ䈭䈬 x శ⸅ᇦ䊶ૐ᷷䊒䊤䉵䊙䉕↪䈇䈢㜞ല₸ឃ᳇䉧䉴䊶⥇᳇ಣℂ䊡䊆䉾䊃䈱㐿⊒䊶⽼ᄁ䉕㐿ᆎ䇯㩷 䋨ᐔᚑ 13 ᐕ 10 䊶IT䋩 x ☨࿖ᦨᄢᚻ䈱ᭉᦛ䊜䊷䉦䊷䈫䈱ឭ៤䈮䉋䉍䇮☨࿖៤Ꮺ㔚Ꮢ႐䈮䈍䈇䈩㜞ຠ⾰⌕ା䊜䊨 䊂䉞䊷䈱㈩ା䉰䊷䊎䉴䉕㐿ᆎ䇯䋨ᐔᚑ 15 ᐕ 4 䊶䌉䌔䋩 x ࿖ౝᄢᚻ䊜䊷䉦䊷䈶䊔䊮䉼䊞䊷ડᬺ䈫䈱䉝䊤䉟䉝䊮䉴䈮䉋䉍䇮䊒䊤䉵䊙䌃䌖䌄ⵝ⟎䈱㐿⊒䊶 ㅧ⽼ᄁ䉕㐿ᆎ䇯䋨ᐔᚑ 15 ᐕ 9 䊶䌉䌔䋩 x 䉟䉺䊥䉝䈱ੱ᳇䉴䊘䊷䉿䊑䊤䊮䊄䇸䌌䌏䌔䌔䌏䇹䈫䈱✚ઍℂᐫᄾ⚂✦⚿䇯䋨ᐔᚑ 15 ᐕ 7 䊶❫⛽䋩 ᣂᬺ䊶ᣂຠ䇮ฃᵈ᩺ઙ䈭䈬 x 㖧࿖䌖䌯䌉䌐┵ᧃ䋨䌉
Slide 28: Kanematsu's growth image
䋴䋮᧻䈱ᚑ㐳䉟䊜䊷䉳㩷 ᣂਛᦼ⚻༡⸘↹ᦼ㑆ਛ䈮 ⒳䉕䉁䈇䈩䈇䈒᩺ઙ䈱㐿⧎ 㐿⧎䈚䈢᩺ઙ䈱ಿ䉍ข䉍 ᣂ䈢䈭⒳䉁䈐 ᭴ㅧᡷ㕟⸘↹ᦼ㑆ਛ䈱 ⒳䉁䈐䈱㐿⧎ ⒳䉁䈐䈱㐿⧎ ၮ⋚䈱ᒝൻ ਇណ▚ขᒁ䈱ᛮᧄ⊛ᢛℂ 䈫ᒝ䈇䉮䉴䊃⾰䈱⏕┙ 䉫䊦䊷䊒䈪䈱⚻༡ၮ⋚ᒝൻ ᭴ㅧᡷ㕟⸘↹ ᣂਛᦼ⚻༡⸘↹ ᰴ䈻䈱㘧べ 䇸᭴ㅧᡷ㕟⸘↹䇹 䇸ᣂਛᦼ⚻༡⸘↹䇹 ᰴ䈻䈱㘧べ x ᯏ⊛䉫䊦䊷䊒ᚢ⇛⏕┙ ༡ x 䉫䊦䊷䊒ᚢ⇛䈱ᦝ䈭䉎ᒝൻ x ⒳䉁䈐䈱ᚑᾫ䊶ಿ䉍ข䉍 x ਇណ▚ㇱ㐷䊶㑐ଥળ␠䈱 ᬺ x ⒳䉁䈐䈱㐿⧎ ၮ ᛮᧄ⊛ᢛℂ x ᰴ䈱⒳䉁䈐䈱㐿⧎ x వ┵ᛛⴚ䉕ㅊ䈇䈎䈔䈩 ⋚ x 䉮䉝ᬺ䈮䈍䈔䉎༡ᬺၮ x 䈘䉌䈮ᰴ䈭䉎Ꮣ⍹䈻
Slide 29: Overview of the Kanematsu Group
䋵䋮᧻䉫䊦䊷䊒䈱ⷐ 㩷 䂺ਥⷐ䉫䊦䊷䊒ળ␠䋨ᐔᚑ䋱䋵ᐕ䋹ᧃ䋩㩷 䋨␠ᢙ䋩 วᑯᬺ ⚐ᛩ⾗వ ㇱ䇭䇭㐷 ਥⷐᬺળ␠ ળ␠╬ 䈠䈱ઁ ว⸘ 㪢㪸㫅㪼㫄㪸㫋㫊㫌㩷㪬㪅㪪㪅㪘㪅㩷㪠㫅㪺㪅 ᶏᄖᴺ 䋱䋱 䋭 䋭 䋱䋱 㪢㪸㫅㪼㫄㪸㫋㫊㫌㩷㩿㪟㫆㫅㪾㩷㪢㫆㫅㪾㪀㩷㪣㫋㪻㪅㩷╬ 䋪 ᧻䉣䊧䉪䊃䊨䊆䉪䉴 䋪 䊜䊝䊧䉾䉪䉴䊶䊁䊧䉾䉪䉴 䋪 ᣣᧄ䉥䊐䉞䉴䊶䉲䉴䊁䊛 㪠㩷㩷㩷㩷㩷㩷㩷㩷㪫 䋱䋵 䋱 䋭 䋱䋶 ᧻䉮䊚䊠䊆䉬䊷䉲䊢䊮䉵 ᧻䊂䊋䉟䉴㩿ᵈ䋩 ᧻䉣䉝䊨䉴䊕䊷䉴㩷╬ ᧻䉝䉫䊥䊁䉾䉪 ᧻㘩ຠ 㘩䇭䇭ᢱ 䋱䋲 䋱 䋲 䋱䋵 ᣣᧄ䊥䉦䊷 䊆䉾䊘䊮㘩ຠ㩷╬ ᧻䉬䊚䉦䊦 䍵䍐䍪䍙䍐䍒䍻䍛 䋲 䋭
Slide 30: Summary of the Structural Reform Plan
䋨䈗ෳ⠨䋩䇸᭴ㅧᡷ㕟⸘↹䇹䈱✚䋨ᐔᚑ 㪈㪈 ᐕ 㪌 㪉㪈 ᣣ⊒䋩㩷 㩷 ᒰೋ䇮᭴ㅧᡷ㕟⸘↹䈲ᐔᚑ 14 ᐕ 3 䉁䈪䈱 3 䊱ᐕ⸘↹䈪䈅䈦䈢䈏䇮ฦᣉ╷䉕೨ୟ䈚䈪ታ 㩷 ⴕ䈚䈢⚿ᨐ䇮ᐔᚑ 13 ᐕ 3 ᦼ䈪䈾䈿ቢੌ䇯⚻༡ၮ⋚䈲㘧べ⊛䈮ᡷༀ䈘䉏䇮ᣂਛᦼ⚻༡ 㩷 ⸘↹䈮❬䈏䉎༡ᬺၮ⋚䉕᭴▽䈚䈢䇯 㩷 㩷 㩷 㪲න䋺⊖ਁ㪴 ᭴ㅧᡷ㕟⸘↹ ᣂਛᦼ⚻༡⸘↹ ᐔᚑ䋱䋱ᐕ䋳ᦼ ᐔᚑ䋱䋲ᐕ䋳ᦼ ᐔᚑ䋱䋳ᐕ䋳ᦼ ᐔᚑ䋱䋴ᐕ䋳ᦼ ᐔᚑ䋱䋵ᐕ䋳ᦼ 㩷㩷▚㩷㩷ᦼ 䋨ታ❣䋩 䋨ታ❣䋩 䋨ታ❣䋩 䋨ታ❣䋩 䋨ታ❣䋩 ᄁ㜞 㪉㪃㪈㪐㪏㪃㪊㪌㪐 㪈㪃㪋㪇㪎㪃㪐㪉㪈 㪈㪃㪈㪈㪉㪃㪐㪉㪇 㪐㪇㪉㪃㪋㪎
Slide 31: Outlook for fiscal year ending March 2004 and segment explanations
㸉䋮ᐔᚑ䋱䋶ᐕ䋳ᦼᬺ❣ㅢ䈚 䈶ㇱ㐷⺑ - 㧞㧤 -
Slide 32: Earnings forecast for fiscal year ending March 2004
Υ㧚ᐔᚑ㧝㧢ᐕ㧟ᦼᬺ❣ㅢߒ߮ㇱ㐷⺑ ᐔᚑ㧝㧢ᐕ㧟ᦼᬺ❣ㅢߒ ᄁ㜞ߪ࿁ᓳၮ⺞ߦࠅޔჇ߇ㄟ߹ࠇᦼޔೋ⸘↹ㅢࠅ 8,500 ంࠍㄟޕᄁ ✚⋉ߪฦㇱ㐷߇ᒁ߈⛯߈㜞ઃടଔ୯ࡆࠫࡀࠬࠍㅊ᳞ߔࠆߎߣߢᄁ✚⋉₸ 8㧑⒟ᐲࠍ⏕ߔࠆߎߣߦࠃࠅ 680 ంޕ ⚻Ᏹ⋉ߪߢ߹ࠇߎޔታᣉߒߡ߈ߚ⽼▤⾌ߣ㊄Ⲣ⾌↪ߩᷫࠍ⛮⛯ߔࠆߎߣߢޔჇ ⋉ၮ⺞ࠍၷᜬߒޔ130 ంࠍㄟޕᒰᦼ⚐⋉ߪ 40 ంࠍ⏕ޕ ⥄Ꮖ⾗ᧄߪޔὑᦧᩣᑼᏒ႐╬ߩਇ⏕ቯⷐ⚛ࠍ㒰ߌ߫ޔォ឵␠ௌߩォ឵ߣౝㇱ⇐ ߩⓍߺߍߦࠃࠅޔ೨ᦼᧃᲧჇߩ 250 ం
Slide 33: Forecast by segment
٠ᐔᚑ㧝㧢ᐕ㧟ᦼᬺ❣ㅢߒ 㪲න䋺⊖ਁ㪴 ᐔᚑ㪈㪍ᐕ䋳ᦼ ᐔᚑ㪈㪌ᐕ䋳ᦼ ೨ᦼᲧ 䇭ㅢ䇭䈚 ታ䇭䇭❣ ᄁ㜞 㪏㪌㪇㪃㪇㪇㪇 㪏㪊㪏㪃㪐㪎㪌 㪈㪈㪃㪇㪉㪌 ᄁ✚⋉ 㪍㪏㪃㪇㪇㪇 㪍㪎㪃㪉㪇㪎 㪎㪐㪊 ᄁ✚⋉₸ 㪏㪅㪇㩼 㪏㪅㪇㩼 㪇㪅㪇㩼 ⽼ᄁ⾌䈶৻⥸▤ℂ⾌ 㪌㪈㪃㪇㪇㪇 㪌㪈㪃㪋㪐㪇 䂦㩷㪋㪐㪇 ༡ᬺ⋉ 㪈㪎㪃㪇㪇㪇 㪈㪌㪃㪎㪈㪍 㪈㪃㪉㪏㪋 ༡ᬺᄖᡰ 䂦㩷㪋㪃㪇㪇㪇 䂦㩷㪊㪃㪍㪋㪊 䂦㩷㪊㪌㪎 ⚻Ᏹ⋉ 㪈㪊㪃㪇㪇㪇 㪈㪉㪃㪇㪎㪊 㪐㪉㪎 ․៊⋉ 䂦㩷㪎㪃㪇㪇㪇 䂦㩷㪎㪃㪇㪎㪎 㪎㪎 ⒢ᒁ೨ᒰᦼ⚐⋉ 㪍㪃㪇㪇㪇 㪋㪃㪐㪐㪌 㪈㪃㪇㪇㪌 ᴺੱ⒢ઁ 䂦㩷㪉㪃㪇㪇㪇
Slide 34: Non-operating items, ordinary profit and net income
Ԛ ༡ᬺᄖᡰ⚻Ᏹ⋉ x ᦼߩ༡ᬺᄖᡰታ❣ߪٌ16 ంߣޔሶ⽶ௌᷫߦࠃࠆ㊄Ⲣᡰᡷༀߦࠃࠅ ೨ᦼᲧ 5 ంߩ❗ࠍ㆐ᚑޕォ឵␠ௌߩォ឵ߦࠃࠅᦼᷫಽߣวࠊߖ 142 ం ሶ⽶ௌᷫ߇ᣢߦታⴕᷣߺޔߚߩߘޕਅᦼߪᦝߦ㊄Ⲣᡰߩᡷༀ߇ㄟ߹ࠇ ࠆ߇ޔὑᦧ⋧႐േะ߇ਇㅘ╬ߩⷐ࿃߇ࠆߚޔ⊛ߦ༡ᬺᄖᡰߪٌ40 ం ࠍㄟޕ x ߎߩ⚿ᨐ⚻ޔᏱ⋉ߪޔ೨ᦼᲧ 9 ంჇടߩ 130 ం(ޕ7.7㧑Ⴧ) ԛ ․៊⋉ᒰᦼ⚐⋉ x ․៊⋉ߪޔㅌ⡯⛎ઃௌോఘළߦട߃ޔᬺ⾗↥ߩല₸ൻࠍⓍᭂ⊛ߦផㅴߔࠆ ߎߣߦࠃࠆਇ
Slide 35: Operating and ordinary profit trends
༡ᬺ⋉䊶⚻Ᏹ⋉䋳䊰ᐕផ⒖ ం 㪉㪇㪇 㪈㪎㪇 㪈㪌㪏 㪈㪌㪎 㪈㪌㪇 㪈㪊㪇 㪈㪉㪈 㪈㪈㪎 㪈㪇㪇 㪌㪇 㪇 㪟㪈㪋㪆㪊 㪟㪈㪌㪆㪊 㪟㪈㪍㪆㪊㪜 ༡ᬺ⋉ ⚻Ᏹ⋉ ሶ⽶ௌផ⒖ 㩿ం䋩 㩿ᐕ䋩 㪐㪃㪇㪇㪇 㪈㪇㪇 ᷣᚲⷐᐕᢙ 㩿䊈䉾䊃ሶ⽶ௌ䋯ᷫଔఘළ೨༡ᬺ⋉㪀 㪐㪇 㪏㪃㪇㪇㪇 䉫䊨䉴ሶ⽶ௌ 㪏㪇 䉫 㪎㪃㪇㪇㪇 䉫䊨䉴ሶ⽶ௌ 䊨 㪎㪇 䉴 䍃 㪍㪃㪇㪇㪇 㪍㪇 ᷣ 䊈 ᚲ 丂 䊈䉾䊃ሶ⽶ௌ ⷐ 䊃 㪌㪃㪇㪇㪇 㪌㪇 ᐕ ᢙ 㪋㪇 ሶ 㪋㪃㪇㪇㪇 ⽶ 㪊㪇 ௌ 㪊㪃㪇㪇㪇 㪉㪇 㪉㪃㪇㪇㪇 㪈㪇 㪟㪈㪈㪆㪊ᧃ 㪟㪈㪉㪆㪊ᧃ 㪟㪈㪊㪆㪊ᧃ 㪟㪈㪋㪆
Slide 36: IT segment
I T ᢿ ᧉ ᧻࠺ࡃࠗࠬࢃߣߩ⛔วࠍᯏߦޔᚢ⇛⊛ࠦࠕᬺߢࠆ㔚ሶㇱຠㇱ᧚ᬺߦߟߡ ⚻༡⾗Ḯߩ㓸ਛᛩߦࠃࠆ༡ᬺജᒝൻ⽼ࠄ߆ࡦ࡚ࠪࡌࡘࠠࡦࠗޔᄁ߹ߢߩᯏ⢻ߩ৻ రൻࠍ࿑ࠅޔᬺଔ୯ߩᦨᄢൻࠍታߔࠆޕ ඨዉ㑐ㅪߩ㔚ሶㇱຠㇱ᧚ᬺ߇Ꮢᴫߩᅢォࠍ⢛᥊ߦᅢ⺞ࠍ⛽ᜬ࡞ࠗࡃࡕޕᬺ߽ ၷ⺞ߢቯ⋉ၮ⋚ࠍᒻᚑޕ ߎࠇ߹ߢขࠅ⚵ࠎߢ߈ߚᣂⷙᬺߦߟߡߪޔIP 㔚↪┵ᧃⵝ⟎ᬺޔౝᄖᖱႎࠦࡦ ࠹ࡦ࠷ࠨࡆࠬᬺ߇ᦼߦ㐿⧎ߦᦝޕ㜞ᕈ⢻㔚Ḯ ICޔᰴઍඨዉㅧⵝ⟎ࡠࡉޔ ࠼ࡃࡦ࠼ൻߦߌߚశㅢା㑐ㅪㇱຠߥߤޔ㔚ሶ㑐ଥߩవ┵ಽ㊁ߦ߅ߌࠆ
Slide 37: IT segment: business initiatives and outlook
㧔㧟㧕ᐔᚑ ᐕ ᦼߩฦᬺߩข⚵ߺㅢߒ㧔ኻ೨ᦼታ❣Ყ㧕 ٟ㔚ሶㇱຠㇱ᧚ᬺ㧔ᄁ㜞 150 ంჇޔᄁ✚⋉ 13 ంჇ㧕 ඨዉᬺߪޔਥജߩ៤Ꮺ㔚↪㖸Ḯ IC ߇ᒁ⛯߈ᅢ⺞ߦᦝޕᣂⷙߩࠞ࠽ࡆ╬ゞ タㅢାᯏ↪ IC ߿ࠕࡒࡘ࠭ࡔࡦ࠻㑐ㅪ IC ߦࠃࠅ⋉ߩિ߮ࠍㄟޕ ඨዉㅧⵝ⟎ᬺߪޔᬺᴫ߇ᐩࠇ߆ࠄߍၮ⺞ߦォߓޔㅧⵝ⟎ฃᵈ߇ᦼ ߢ೨ᦼᲧ 30%ߩჇടޔㅢᦼߢߪ೨ᦼᲧ 70%ߩᄢჇടࠍㄟޕ ࠗࡦ࠲ࡀ࠶࠻㔚↪ߩኅᐸ↪┵ᧃⵝ⟎ᬺߪޔ࿖ౝࡔࠞะߌߦ OEM ଏ⛎ࠍ 㐿ᆎߒޔᦼ⋉ߦ⽸₂ޕਅᦼ߽ⓍߺჇ
Slide 38: IT segment: interim results
㧔㧠㧕ᐔᚑ ᐕ ਛ㑆ᦼታ❣ 䋨න䋺⊖ਁ䋩 ᐔᚑ㪈㪌ᐕ㪐ᦼ ᐔᚑ㪈㪋ᐕ㪐ᦼ ೨ᐕหᦼᲧ ਛ㑆ᦼታ❣ ਛ㑆ᦼታ❣ 䇭ᄁ䇭 㪈㪇㪎㪃㪐㪈㪏 㪈㪇㪍㪃㪋㪋㪐 㪈㪃㪋㪍㪐 䇭ᄁ✚⋉ 㪈㪇㪃㪐㪎㪐 㪈㪇㪃㪎㪎㪊 㪉㪇㪍 ᄁ✚⋉₸ 㪈㪇㪅㪉㩼 㪈㪇㪅㪈㩼 㪇㪅㪈㩼 䇭༡ᬺ⋉ 㪈㪃㪏㪊㪍 㪈㪃㪏㪉㪏 㪏 Ԙᄁ㜞ᄁ✚⋉ ᄁ㜞 㔚ሶㇱຠㇱ᧚ᬺ࡞ࠗࡃࡕޔᬺ 35 ంჇޔ ⥶ⓨቝቮᬺ 20 ంᷫ ᄁ✚⋉ 㔚ሶㇱຠㇱ᧚ᬺ 1 ంჇ࡞ࠗࡃࡕޔᬺ 1.5 ంჇ ⥶ⓨቝቮᬺ 0.5 ంᷫ ԙ༡ᬺ⋉ 㔚ሶㇱຠㇱ᧚ᬺߦ߅ߡవⴕ㐿⊒ᛩ⾗╬ߦࠃࠆ⽼▤⾌
Slide 39: Sebori Japon new product
೨⩿㘑৻ญࡄࠗޠࡘࠪ࠶ࡉ࠭ࡘࡒࠕޟ ᧻㘩ᢱㇱ㐷ߩሶળ␠ߢࠆ಄ಓ㘩ຠㅧ⽼ᄁળ␠ࡏࠗޟ㨯ࠫࡖࡐࡦޔߪߢޠ ೨⩿㘑ߩ৻ญࡄࠗ⚿ࠍޠࡘࠪ࠶ࡉ࠭ࡘࡒࠕޟᇕᑼ႐߿ࡎ࠹࡞ࠬࡀࠫࡆޔ㨯ࡈࠔࠬ࠻ ࠢࠬ↪ᯏౝ㘩ߥߤߦᬺോ↪ߣߒߡ⽼ᄁߒߡ߹ࠅ߹ߒߚ߮ߚߩߎޕᬺോ↪ߛߌߢߥߊ ৻⥸ߩ߅ቴ᭽ߦ߽߅᳞ߚߛߌࠆࠃ߁ޔ㜞⚖ࠬࡄ╬ߢ߽⽼ᄁߔࠆߎߣߦߥࠅ߹ߒ ߚߢ߹ޕ㜞⚖ࡈࡦࠬᢱℂᐫ߿৻ᵹࡎ࠹࡞ߢߒ߆ࠊ߃ߥ߆ߞߚવ⛔ߩࠍޔᓟߪ ߏኅᐸߦ߽߅ዯߌߒ߹ߔޕ ᧻ߪޔᣣᧄߢߩࠬࡠࡈ࠼ߩ᧪⊛ ߥᄢࠍዷᦸߔࠆ৻ᣇᧄޔ࿖ࡈࡦࠬߢ߽ ห᭽ߩ಄ಓ㘩ຠ
Slide 40: Foods segment
૰ ᢿ ᧉ ̌ᶖ⾌⠪㨯Ꮢ႐ᔒะ̍ߩ⊒ᗐࠍᎹߩ̌ଏ⛎ࠨࠗ࠼̍߹ߢᔀᐩߒޔᬺዷ㐿ࠍ࿑ࠆޕ㘈 ቴߩ࠾࠭ࠍవขࠅޔฦᬺಽ㊁ߩࠣ࡞ࡊળ␠ߣㅪ៤ߒߥ߇ࠄ㜞ઃടଔ୯᧚ߩ㐿⊒ ߿ឭ᩺ဳࡆࠫࡀࠬࠍផㅴޕ Ⓝ‛㘺ᢱ⇓↥ߥߤ⋉ߩࡌࠬߣߥࠆࠦࠕᬺߦߟߡߪޔᒁ߈⛯߈⛽ᜬᄢ ߦദ⊛ࠞࡔߦᦝޔᯏ⢻ᒝൻߦࠃࠅᎹ߆ࠄᎹਅ߹ߢߩ৻⽾ࠍ᭴▽ߒߡߊޕ 㧔㧝㧕ਥߥᬺౝኈ ᬺ ㅪ⚿ᄁ㜞 ਥ䈭ขᛒຠ ᧄ␠ᜂᒰㇱ ਥ䈭ㅪ⚿ኻ⽎ળ␠ 㩿㪈㪍㪆㪊ᦼㅢ䈚䋩 ➧䊶಄ಓ䍃ੇ῎䊐䊦䊷䉿䇮 㘩ຠ╙৻ㇱ 㘩ຠᬺ 䉮䉮䉝䇮⍾♧䇮䉯䊙䇮 ᧻㘩ຠ䇮ᣣᧄ䊥䉦䊷 㪉㪇㪇ం ⪭
Slide 41: Meat and marine products business
ٟ⇓᳓↥ᬺ㧔ᄁ㜞 36 ంჇޔᄁ✚⋉ 5 ంჇ㧕 ⇓↥ᬺߪ ߿ࠩࡦࠛ࡞ࡈࡦࠗޔBSE ߩౣ⊒↢ޔ಄⬿‐⡺⽋⡺ߦኻߔࠆࡈ ࠟ࠼ߩ⊒േߥߤ෩ߒⅣႺߦࠆ߇ޔᶏᄖജࠨࡊࠗࡗߩㆬᛯߣ㓸ਛࠍ ㅴߡ߈ߚߎߣߢቯ⊛ଏ⛎Ḯ߇⏕ߐࠇߡ߅ࠅޔᄢᚻቴవએᄖߩ㔛ⷐኅߦ ߽⽼ᄁ࠴ࡖࡦࡀ࡞ࠍᄢߒߚ⚿ᨐޔჇჇ⋉ࠍㄟޕ ࠣ࡞ࡊ⽼ᄁળ␠߮㑐ㅪࡔࠞߣߩㅪ៤ࠍ৻ጀᒝൻߒ࠻ࡒ࡞ࡉ࠹ޔ ടᎿේᢱ↪㘩⡺ߩขᛒࠍჇ߿ߔߎߣߢޔᏒᴫߩᓇ㗀ࠍฃߌߦߊ㜞ઃടଔ୯ဳ ࡆࠫࡀࠬࠍផㅴޕ ᳓↥ᬺߪߤߥࡆࠛޔࠦ࠲ޔᒰ␠߇ᒝߺࠍ⊒ើߢ߈ࠆຠ
Slide 42: Life science and energy segment
ȩǤȕǵǤǨȳǹȷǨȍȫǮȸᢿᧉ 㧨ࠗࡈࠨࠗࠛࡦࠬ㧪 ᯏ⢻ᕈൻቇຠᬺߦߟߡߪޔ㔚ᳰ᧚ᢱޔធ⌕᧚ᢱޔ⢈ᢱේᢱߥߤߩᣂⷙขᒁࠍᬺ ߩᩇߣߒߡ⟎ઃߌ᧲ޔධࠕࠫࠕߥߤᒰ␠ߩᓧᗧߣߔࠆᏒ႐߳ߩ⾗Ḯᛩߦࠃࠅޔᬺ ၮ⋚ߩᒝൻࠍ࿑ࠅߥ߇ࠄޔᣂߚߥ⋉ߩᄢࠍ⋡ᜰߔޕ ஜᐽ㘩ຠ߿㘩ຠൻቇಽ㊁ߢߪࡈ࡞ޔ㨯ࡔ࠺ࠖࠤ࡚ࠪࡦߥߤᣂߚߥᏒ႐࠾࠭ࠍవข ࠅߒޔᒰ␠ߩᓧᗧߣߔࠆຠ㐿⊒ജࠍゲߦޔᣂߒᬺߩഃߦᵈജߔࠆޕ 㧨ࠛࡀ࡞ࠡ㧪 ⍹ᴤຠᬺߪޔᒰ␠ߩᒝߺߢࠆ࠲ࡦࠢࠝࡍ࡚ࠪࡦࠍല₸ൻߔࠆߎߣߢቯ⋉ ࠍ⏕ޔߤߥ࠼ࡦ࠲ࠬࡈ࡞ޔߦᦝޕ
Slide 43: Life science and energy: business initiatives
㧔㧟㧕ᐔᚑ ᐕ ᦼߩฦᬺߩข⚵ߺㅢߒ㧔ኻ೨ᦼታ❣Ყ㧕 㧨ࠗࡈࠨࠗࠛࡦࠬ㧪 ٟᯏ⢻ᕈൻቇຠᬺ㧔ᄁ㜞 8 ంჇޔᄁ✚⋉ 1 ంჇ㧕 ਥജߩ৻ߟߢࠆᷝടャขᒁߪޔ࿖ౝᶖ⾌߇࿁ᓳၮ⺞ߦࠆߎߣ߆ࠄߨ㗅⺞ ߦផ⒖ޕᣂߚߥ㑐ㅪຠߩᏒ႐ᛩߦࠃߞߡࠆߥᦝޔ⋉ߩⓍߍࠍ⁓߁ޕ㗅⺞ߦ ┙ߞߚ㔚ᳰේᢱޔ⢈ᢱේᢱߥߤߩขᒁߪޔᶏᄖߩᦝߥࠆᒝൻࠍㅴޔ ᓟߩᯏ⢻ᕈൻቇຠߩਥജᬺߣߒߡ⢒ᚑߔࠆޕ ធ⌕ේᢱߩਃ࿖㑆ขᒁߥߤޔᣂߚߥ᩺ઙߩ㐿ᜏࠍㅴߡࠆ߇ޔਅᦼਛߦߪ⏕ ታߦᚑ⚂ߦ⚿߮ߟߌ⋉ߩᐩߍࠍ࿑ࠆޕ ٟ㘩ຠ
Slide 44: Life science and energy: interim results
㧔㧠㧕ᐔᚑ ᐕ ਛ㑆ᦼታ❣ 䋼䊤䉟䊐䉰䉟䉣䊮䉴䋾 䋨න䋺⊖ਁ䋩 ᐔᚑ㪈㪌ᐕ㪐ᦼ ᐔᚑ㪈㪋ᐕ㪐ᦼ ೨ᐕหᦼᲧ ਛ㑆ᦼታ❣ ਛ㑆ᦼታ❣ 䇭ᄁ䇭 㪈㪋㪃㪐㪍㪋 㪈㪍㪃㪍㪍㪏 䂦㩷㪈㪃㪎㪇㪋 䇭ᄁ✚⋉ 㪈㪃㪉㪌㪋 㪈㪃㪊㪌㪋 䂦㩷㪈㪇㪇 ᄁ✚⋉₸ 㪏㪅㪋㩼 㪏㪅㪈㩼 㪇㪅㪊㩼 䇭༡ᬺ⋉ 㪉㪐㪌 㪉㪍㪉 㪊㪊 Ԙᄁ㜞ᄁ✚⋉ ᄁ㜞 㘩ຠൻቇஜᐽ㘩ຠ 6 ంᷫޔක⮎ຠක⮎ਛ㑆 9 ంᷫ ᯏ⢻ᕈൻቇຠ 2 ంᷫ ᄁ✚⋉ 㘩ຠൻቇஜᐽ㘩ຠ 1 ంᷫޔක⮎ຠක⮎ਛ㑆ᓸᷫ ᯏ⢻ᕈൻቇຠᓸჇޔ ԙ༡ᬺ⋉ ⽼▤⾌ࠍ 1.5 ంᷫߒߚߎߣߦࠃࠅޔ
Slide 45: Life science division: Starmilk
ࠗࡈࠨࠗࠛࡦࠬㇱ㐷ޟ᧻࠙ࠚ࡞ࡀࠬ߇ޠዷ㐿ߔࠆᣂߒஜᐽഥ㘩ຠ ' ࠻ࠢޟߣޠ࠼࡞ࠧࠢ࡞ࡒ࠲ࠬޟ:ޠ ∉ࡒ࡞ࠢ ᄢੱߩߚߩᲣߡߒߣࠢ࡞ࡒ∉ޔᅢ⹏ߩஜ ޠ࠼࡞ࠧࠢ࡞ࡒ࠲ࠬޟ ᐽഥ㘩ຠߩޠࠢ࡞ࡒ࠲ࠬޟᒝൻ࠲ࠗࡊ ⊓߇ޠ࠼࡞ࠧࠢ࡞ࡒ࠲ࠬޟ႐ޕ ߪޠࠢ࡞ࡒ࠲ࠬޟ1995 ᐕᣣᧄߢߩ⊒ᄁએ ᧪⥃ޔᐥ⹜㘶⹜㛎╬ࠛࡆ࠺ࡦࠬߩࠆᣂߒஜ ᐽഥ㘩ຠߣߒߡ߅ቴ᭽߿ක≮㑐ଥ⠪ߩᣇޘ ࠃࠅ㜞ߏ⹏ଔࠍ㗂߈∉ޟߩ⥄⁛ޔ㘩ຠޠᏒ ႐ࠍᒻᚑߒߡෳࠅ߹ߒߚߩߎޕᐲ࡞ࡒߦࠄߐޔ ࠢ᛫ࠍᒝൻߒߩ࠻ࡅޔᲣߦ߽
Slide 46: Steel and plant segment
ᤧ ᥟ ȷ ȗ ȩ ȳ Ȉ ᢿ ᧉ 㧨㋕㍑㧪 ㋕㍑⾏ᤃ㋕㍑ේᢱᬺߦߟߡߪޔ᰷☨ၞߦ߅ߌࠆᣢሽขᒁߩ⛽ᜬᄢࠍ࿑ࠆߣ ߣ߽ߦޔ㔛ⷐߩ㜞߹ࠆࠕࠫࠕޔਛㄭ᧲ߢߩὐᢛ߿ᚢ⇛ࡄ࠻࠽ߣߩㅪ៤ᒝൻࠍㅴ ࠆߎߣߦࠃࠅޔᣂⷙᬺߩഃޔᄢဳ᩺ઙߩᚑ⚂ࠍ⁓߁ޕ ㍌㎊ㅧຠᬺߦߟߡߪޔਥജขᒁߢࠆർ☨ਛධ☨ะߌ♖ኒㇱຠャߩિᒛࠍㅴ ࠆߣหᤨߦޔᣂ⚛᧚ຠߩឭ᩺ޔᣂᏒ႐ߩ㐿ᜏߦࠃࠆᣂߚߥ⋉ߩⓍߍࠍ⋡ᜰߔޕ 㧨ࡊࡦ࠻㧪 ャㅍᯏ╬ߩቯ⋉Ḯߦട߃ޔᓧᗧಽ㊁ߩ⥾↪ᯏེ⚕ޔ㨯ൻቇࡊࡦ࠻ޔᾲ⊒㔚╬ ߩ㜞ઃടଔ୯ಽ㊁ߦᵈജޔߚ߹ޕ
Slide 47: Steel and plant: business initiatives
㧔㧟㧕ᐔᚑ ᐕ ᦼߩฦᬺߩข⚵ߺㅢߒ㧔ኻ೨ᦼታ❣Ყ㧕 㧨㋕㍑㧪 ٟ㋕㍑⾏ᤃ㋕㍑ේᢱᬺ㧔ᄁ㜞 85 ంჇޔᄁ✚⋉ 6 ంჇ㧕 ർ☨᰷Ꮊะߌ㜞⚖✢᧚ขᒁ߇㗅⺞ߦផ⒖ޕਛㄭ᧲᧲ޔධࠕࠫࠕะߌ㍑᧼ขᒁ߽ᄢ߈ ߊિᒛߒޔᓟ߽ᅢ⺞ࠍᜬ⛯ߔࠆㅢߒ߆ࠄޔᄁ⋉ߣ߽೨ᦼࠍᄢߦ࿁ࠆޕ ᦼߩ㋕㍑ේᢱຠߩャ㊂ߪᤓᐕਗߺߥ߇ࠄߦ⊛⥸ోޔේᢱຠଔᩰ߇㜞㛛ߒߡ ࠆߚᄁߪჇടะࠍࠬࠢࠦޕਛᔃߦਅᦼ߽ቯߒߚ㔛ⷐ߇ㄟ߹ࠇߡ߅ࠅޔ ᄁ⋉ߦჇടㅢߒޕ ߎࠇ߹ߢㅴߡ߈ߚਛ࿖ઁࠕࠫࠕၞߢߩᣂⷙ᩺ઙ㐿ᜏ߇⌕ታߦᚑᨐࠍߍ
Slide 48: Steel and plant: interim results
㧔㧠㧕ᐔᚑ ᐕ ਛ㑆ᦼታ❣ 䋼㋕㍑䋾 䋨න䋺⊖ਁ䋩 ᐔᚑ㪈㪌ᐕ㪐ᦼ ᐔᚑ㪈㪋ᐕ㪐ᦼ ೨ᐕหᦼᲧ ਛ㑆ᦼታ❣ ਛ㑆ᦼታ❣ 䇭ᄁ䇭 㪋㪎㪃㪍㪉㪍 㪋㪉㪃㪎㪏㪐 㪋㪃㪏㪊㪎 䇭ᄁ✚⋉ 㪊㪃㪈㪐㪋 㪊㪃㪊㪇㪏 䂦㩷㪈㪈㪋 ᄁ✚⋉₸ 㪍㪅㪎㩼 㪎㪅㪎㩼 䂦㩷㪈㪅㪇㩼 䇭༡ᬺ⋉ 㪈㪃㪉㪊㪐 㪈㪃㪇㪌㪊 㪈㪏㪍 Ԙᄁ㜞ᄁ✚⋉ ᄁ㜞 ㋕㍑⾏ᤃ㋕㍑ේᢱ 3 ంჇޔ ㍌㎊ㅧຠ 15 ంჇޔ࿖ౝ㋕㍑ 30 ంჇޕ ᄁ✚⋉ 㑐ଥળ␠ߩળ⸘ಣℂᄌᦝߩ․ᱶⷐ࿃ࠍ㒰ߌ߫ޔ㧝ంჇޕ ԙ༡ᬺ⋉ ⽼▤⾌ࠍ೨ᐕหᦼᲧ 3 ంᷫߒޔ༡ᬺ⋉ߪ⚂ 2 ంჇ
Slide 49: LOTTO SPORT ITALIA agency agreement
ࠗ࠲ࠕߩੱ᳇ࠬࡐ࠷ࡉࡦ࠼ LOTTO SPORT ITALIA ᧻❫⛽ᩣᑼળ␠ߪࠞ࠶ࠨߩࠕ࠲ࠗޔ ࠹ ࠾ ࠬ ߩ ࠬ ࡐ ࠷ ࡉ ࡦ ࠼ ߢ ࠆ LOTTO Sports Italia S.p.A㧔㩎㩤㩕㩨㩉㩨Ꮊ㩝㩧㩍㩗㩨㩥㨺㩏㧕ߣߩ㑆 ߢޔᣣᧄߦ߅ߌࠆ✚ઍℂᐫᄾ⚂ࠍ✦⚿ߒޔ2004 ᐕ 1 ࠃࠅ LOTTO ࡉࡦ࠼ߩຠߩ↢↥ਗ߮ ߦ⽼ᄁࠍ㐿ᆎߒ߹ߔޕ ⇇Ꮢ႐ߦ߅ߌࠆ LOTTO ࡉࡦ࠼ ࠗ࠲ࠕߩࠨ࠶ࠞ࡞ࠕࡘࠫࠞޔࠬ࠾࠹ޔ ࠪࡘ࠭㧒࠙ࠚࠕࡉࡦ࠼ߢޔAdidasޔNikeޔ Puma ߩ 3 ᄢࡉࡦ࠼ߦᰴߋฬߥੱ᳇ࡉ
Slide 50: Kanematsu Sustech group
ψ ጞ ዜ ǰ ȫ ȸ ȗ ఝ⦟㘈ቴጀ䊶ᶏᄖ↢↥䉕䊔䊷䉴䈮䈚䈢ડ↹䊶ឭ᩺ဳ䈱㜞ઃടଔ୯ขᒁ䈱ផㅴ㩷 㩷 䊶㐳䈇⚻㛎䈫વ⛔䈮ⵣᛂ䈤䈘䉏䈢䊉䉡䊊䉡䈫䉫䊨䊷䊋䊦䊈䉾䊃䊪䊷䉪䉕㚟䈚䇮⚛ ᧚䈎䉌࿖ౝᄖ䈱↢↥▤ℂ䇮‛ᵹ䉁䈪৻⽾䈚䈢䈐䉄⚦䉇䈎䈭ข䉍⚵䉂䉕ផㅴ䇯㩷 䊶䊶⽼䉕Ⲣว䋨䉮䊤䊗䊧䊷䊃䋩䈜䉎䊎䉳䊈䉴䉕Ⓧᭂ⊛䈮ዷ㐿䈚䇮৻ᣇ䇮ਈା䊶ᐶ ╬䈱䊥䉴䉪▤ℂᔀᐩ䈪ቯ⊛䈭⋉ၮ⋚䉕ታ䇯㩷 㧔㧝㧕ਥߥᬺౝኈ ᬺ ㅪ⚿ᄁ㜞 ਥ䈭ขᛒຠ ਥ䈭ㅪ⚿ኻ⽎ળ␠ 㩿㪈㪍㪆㪊ᦼㅢ䈚䋩 ᏓᏡ䊶䊆䉾䊃䊶䉦䉾䊃䉸䊷ᢱຠ䇮 ᧻❫⛽䇮 䊄䊧䉴䊶䉦䉳䊠䉝䊦䇭䉲䊞䉿䇮 㪢㪸㫅㪼㫄㪸㫋㫊㫌㩷㪠㫋㪸㫃㫀㪸㩷㪪㪅㫇㪅㪘䇮
Slide 51: Materials business and interim results
᧚⚛ ڏᬺ ࠰ࡈ࠻㧔࠺ࠩࠗࡦડ↹ജ㧕ࠍઃടߒߚ☨࿖ะߌࡊࡦ࠻❱‛ャ᰷߮Ꮊะߌ࠹ ࠠࠬ࠲ࠗ࡞ャ߇ᅢ⺞ߢ⋉ࠍ⏕ޕ ᰷Ꮊജว❫ࡔࠞޠ࡞ࡔޟ࠼ࡦࡉ᧚⚛ࡦࡠࠗ࠽ߩ␠࠲ࠬ࡞࠾ࠕ࠲ࠗޔ ࠍ↪ߒߚࠝࠫ࠽࡞ຠߩ㐿⊒ߦࠃࠆᣂߚߥ㔛ⷐࠍഃㅧߒޔ⋉ߩⓍߍࠍ࿑ࠆޕ 䊶⚛᧚ߩ࠰ࠪࡦࠣജߣਛ࿖ߢߩ↢↥ജࠍ⚵ߺวࠊߖߚࠣࡠࡃ࡞ࠝࡍ࡚ࠪࡦߩ ផㅴߦࠃࠆ㊂ߩჇᄢࠍ⋡ᜰߔޕ㩷 ᐔᚑ㧝㧡ᐕ㧥ਛ㑆ᦼታ❣ 䋨න䋺⊖ਁ䋩 ᐔᚑ㪈㪌ᐕ㪐ᦼ ᐔᚑ㪈㪋ᐕ㪐ᦼ ೨ᐕหᦼᲧ ਛ㑆ᦼታ❣ ਛ㑆ᦼታ❣ 䇭ᄁ䇭 㪊㪈㪃㪐㪈㪋 㪊㪏㪃㪈㪐㪋 䂦㩷㪍㪃㪉㪏㪇 䇭ᄁ✚
Slide 52: Memo
<MEMO-> KANEMATSU CORPORATION - 49 -
Slide 53: Supplementary results data
V. Rina St KANEMATSU CORPORATION
Slide 54: Net sales by segment (consolidated)
ᬺࠣࡔࡦ࠻ᄁ㜞 ㅪ⚿ࡌࠬ න㧦⊖ਁ ᒰਛ㑆ᦼ ೨ਛ㑆ᦼ ೨ᐕหᦼᲧ ਥߥჇᷫౝኈ *㨪* *㨪* Ⴧᷫ㗵 Ⴧᷫ₸ නٌంޔ᧻࠺ࡃࠗࠬ㧗ం 㧵ޓޓޓޓ㨀 ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦ࠭㧗ం නٌంޔ᧻☨࿖ٌం 㘩 ᢱ ٌ ٌ ᧻㘩ຠٌం 㩡㨼㩖㩅㨼㨾㩧㩇㨯㨾㩒㩣㩁㩨㨺 ٌ ٌ ࠗࡈࠨࠗࠛࡦࠬ ٌ ٌ නٌం නٌంޔ᧻ࡍ࠻ࡠ㧗ం ࠛ ࡀ ࡞ ࠡ ٌ ٌ ᧻⍹ᴤⅽᣁٌంޔ ᧻ࡎࡓࠟࠬ㧟␠ٌం ㋕ ㍑ ࡊ ࡦ ࠻ ㋕ ㍑ න㧗ంޔ᧻࠻࠺ࠖࡦࠣ㧗ం නٌంޔบḧ᧻ٌం -)-+PVGTPC
Slide 55: Gross profit by segment (consolidated)
ᬺࠣࡔࡦ࠻ᄁ✚⋉㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼ ೨ਛ㑆ᦼ ೨ᐕหᦼᲧ ਥߥჇᷫⷐ࿃ *㨪* *㨪* Ⴧᷫ㗵 Ⴧᷫ₸ නٌంޔ᧻࠺ࡃࠗࠬ ం 㧵ޓޓޓޓ㨀 ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦ࠭㧗ం 㘩 ᢱ ٌ ٌ නٌం 㩡㨼㩖㩅㨼㨾㩧㩇㨯㨾㩒㩣㩁㩨㨺 ٌ ٌ ࠗࡈࠨࠗࠛࡦࠬ ٌ ٌ නٌం නٌంޔ᧻ࡍ࠻ࡠ㧗ం ࠛ ࡀ ࡞ ࠡ ٌ ٌ ᧻⍹ᴤⅽᣁٌం ᧻ࡎࡓࠟࠬ㧟␠ٌం ㋕ ㍑ ࡊ ࡦ ࠻ ٌ ٌ න㧗ం ㋕ ㍑ ٌ ٌ දࠬ࠴࡞ٌం ળ⸘ಣℂᄌᦝ ᧻☨࿖ٌం නٌం ᧻ࠤࠫࠤࠗ㧗ం ࡊ ࡦ ࠻
Slide 56: Operating profit by segment (consolidated)
ᬺࠣࡔࡦ࠻༡ᬺ⋉㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼ ೨ਛ㑆ᦼ ೨ᐕหᦼᲧ ਥߥჇᷫⷐ࿃ *㨪* *㨪* Ⴧᷫ㗵 Ⴧᷫ₸ නٌޓంޔ᧻࠺ࡃࠗࠬ㧗ం 㧵ޓޓޓޓ㨀 ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦ࠭㧗ం 㘩 ᢱ ٌ ٌ නٌం 㩡㨼㩖㩅㨼㨾㩧㩇㨯㨾㩒㩣㩁㩨㨺 ٌ ٌ ࠗࡈࠨࠗࠛࡦࠬ ࠛ ࡀ ࡞ ࠡ ٌ ٌ නٌంޔ᧻ࡍ࠻ࡠ㧗ం ㋕ ㍑ ࡊ ࡦ ࠻ ٌ ٌ ㋕ ㍑ න㧗ం නٌం ࡊ ࡦ ࠻ ٌ ٌ ᧻ࠤࠫࠤࠗ㧗ం ᣣᧄࡄࠗࠝ࠾ࠕ㧗ం ᧻❫⛽ٌం ❫ ⛽ ٌ ٌ -4- *- ٌం ߘ ߩ ઁ ٌ ٌ ⸘ ٌ ٌ ᶖ
Slide 57: Changes in general income and expense items
৻⥸៊⋉㗄⋡ߩჇᷫ㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼ ೨ਛ㑆ᦼ ೨ᐕหᦼᲧ ਥߥჇᷫⷐ࿃ *㨪* *㨪* Ⴧᷫ㗵 Ⴧᷫ₸ ⽼ᄁ⾌৻⥸▤ℂ⾌ ٌ ٌ නٌంޔදࠬ࠴࡞ٌం ੱઙ⾌ ٌ ٌ ᧻ࡎࡓࠟࠬ␠ٌం නٌంޔදࠬ࠴࡞ٌం ᧻࠺ࡃٌࠗࠬం ‛ઙ⾌ ٌ ٌ ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦٌ࠭ం ᧻ࡎࡓࠟࠬ␠ٌం ߁ߜޔௌᮭఘළ⾌ ٌ ٌ ߁ߜޔᷫଔఘළ⾌ ٌ ٌ ༡ᬺ⋉ ٌ ٌ ㊄Ⲣᡰ ٌ ٌ ٌ ᕷᡰ ٌ ٌ ٌ ฃขᕷ ٌ ٌ නٌం ᡰᛄᕷ ٌ ٌ ٌ න㧗ం ฃข㈩ᒰ㊄ ᜬಽᴺᛩ⾗៊⋉ ߘߩઁߩ༡ᬺᄖᡰ ٌ ٌ
Slide 58: Changes in main asset items
ਥߥ⾗↥ൊቯߩჇᷫ ㅪ⚿ࡌࠬ න㧦⊖ਁ ⑼⋡ޓޓޓޓޓޓ ᒰᦼᧃ ᒰᦼᧃ ਥߥჇᷫౝኈ Ⴧᷫ㗵 *ᧃ *ᧃ න㧗ం ᧻☨࿖ٌం ㊄ ߮ 㗍 ㊄ ᧻࠺ࡃٌࠗࠬం ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦٌ࠭ం නٌం ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦٌ࠭ం ᧻ࠤࠫࠤٌࠗం ฃขᚻᒻ߮ᄁដ㊄ ٌ ᧻ࡍ࠻ࡠٌం ᧻❫⛽ٌం ᣣᧄࡄࠗࠝ࠾ࠕٌం ߚ ߥ ⾗ ↥ න㧗ం ⍴ ᦼ ⾉ ઃ ㊄ ٌ නٌం නٌం ᒻ ࿕ ቯ ⾗ ↥ ٌ ᣣᧄࡄࠗࠝ࠾ࠕٌం ᛩ ⾗ ଔ ⸽ ⹏ଔᏅ㗵ߦࠃࠆჇട㧗ం න㧗ం 㐳 ᦼ ⾉ ઃ ㊄ ٌ ᧻㚅ٌ᷼ం
Slide 59: Changes in main liability items
ਥߥ⽶ௌൊቯߩჇᷫ ㅪ⚿ࡌࠬ න㧦⊖ਁ ⑼⋡ޓޓޓޓޓޓ ᒰਛ㑆ᦼᧃ ೨ᦼᧃ ਥߥჇᷫౝኈ Ⴧᷫ㗵 *ᧃ *ᧃ න㧗ం ᧻࠺ࡃٌࠗࠬޓం ᡰᛄᚻᒻ߮⾈ ដ㊄ ٌ ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦٌ࠭ం ᧻ࠤࠫࠤࠗ㧗ం නٌం ᧻࠺ࡃٌࠗࠬం ᧻㚅ٌ᷼ం ⍴ ᦼ ୫ ㊄ ٌ -)-+PVGTPCVKQPCNٌం ᧻࠻࠺ࠖࡦٌࠣం ᧻ᴤᮏٌం ᧻ࠛࠕࡠࠬࡍٌࠬం ␠ ௌ න㧗ం ᧻☨࿖ٌం 㐳 ᦼ ୫ ㊄ ᧻࠻࠺ࠖࡦࠣ㧗ం ㇺ▽ࠦࡦࠢ࠻㧗ం 㩷㪍㩷
Slide 60: Securities (consolidated)
ଔ⸽㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼᧃ ೨ᦼᧃ Ⴧᷫ ㌏ޓޓᨩ 㧔*ᧃ㧕 㧔*ᧃ㧕 ៰ⷐޓޓ ࠳ࠗࡈࠢ ⹏ଔᏅ㗵 ႐৻⥸ᩣᑼ╬ ࡒࠕࡎ࡞࠺ࠖࡦࠣࠬ ⹏ଔᏅ㗵 㧔ᤨଔߩࠆ߽ߩ㧕 ንጊൻቇᎿᬺ ٌ ᣂᣣᧄ㐅 ᣣᷡ☳ࠣ࡞ࡊᧄ␠ ߺߕ߶ࡎ࡞࠺ࠖࡦࠣࠬ ٌ ᄁළ ਃࡈࠖ࠽ࡦࠪࡖ࡞ࠣ࡞ࡊ ٌ ᄁළ 㨁㧲㧶ࡎ࡞࠺ࠖࡦࠣࠬ 㧙 ٌ ᄁළ ߘߩઁ ⹏ଔᏅ㗵╬ ዊ⸘ޓ 㕖႐৻⥸ᩣᑼ╬ )#6:2CTVPGTUJKR.KOKVGF ٌ ὑᦧ⹏ଔ╬ 㧔ᤨଔߩߥ߽ߩ㧕 ߘߩઁ ٌ ዊ⸘ޓ ٌ 㑐ଥળ␠ᩣᑼ⾗㊄ 㧙 ٌ ὑᦧ⹏ଔ╬ ว⸘ޓޓ ౝ⹏ޔଔᏅ㗵
Slide 61: Loans receivable (consolidated)
⾉ઃ㊄㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼᧃ ೨ᦼᧃ ⋧ޓᚻޓవ Ⴧᷫ ៰ⷐޓޓ *ᧃ *ᧃ 㑐ଥળ␠ ศ ٌ &CMNCM,CRCP2TQRGTVKGU.VF ٌ ߘߩઁ ٌ ዊ⸘ޓ ٌ ৻⥸ޓ $TCURGVTQ1KN5GTXKEGU ٌ ࡉࠫ࡞⍹ᴤ␠ะߌⲢ⾗ /KPOGVCNU6TCFKPI%Q.VF ٌ ਛ࿖ᄤᵤࠟࠬࠦࠢࠬะߌⲢ⾗ ߘߩઁ ٌ ዊ⸘ޓ ٌ ว⸘ޓޓ ٌ 㧔⾉୫ኻᾖ⸘㗵㧕 ⍴ޓ⾉ޓᦼޓઃޓ㊄ ٌ 㐳ޓ⾉ޓᦼޓઃޓ㊄ ٌ ว⸘ޓޓ ٌ 㩷㪏
Slide 62: Fixed operating receivables (consolidated)
࿕ቯൻ༡ᬺௌᮭ㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼᧃ ೨ᦼᧃ 㧔ߏෳ⠨㧕 ⋧ޓޓᚻޓޓవ Ⴧᷫ *ᧃ *ᧃ ᒁᒰ㊄ᱷ㜞 ർ㊁บቛ 㧙 ٌ 26+UVCPC-CPGRJQU 㧙 ٌ ਃ᧲㐿⊒ 㧙 ٌ ベፉ⥝↥ 㧙 ٌ ᣥ࠰ㅪௌᮭ ٌ ٌ ਃ⧷ 㧙 ٌ ࠗࠢௌᮭ 㧙 ٌ 26.KVVNG)KCPV5VGGN 㧙 ٌ /GOQTGZ6GNGZ&KUVTKDWVKQP08 㧙 ٌ ߘߩઁ ٌ ٌ ٌ ٌ ̪ޓㅪ⚿⾉୫ኻᾖߪޟޔᛩ⾗ߘߩઁߩ⾗↥ߦޠઁߩߘޟߩޠߡ␜ߒߡ߅ࠅ߹ߔޕ ̪ޓᒁᒰ㊄ᱷ㜞ߩว⸘㗵ߪޔ࿕ቯ⾗↥ߩㇱߩ⾉ୟᒁᒰ㊄ߦ⸥タߒߡ߅ࠅ߹ߔޕ
Slide 63: Guarantee obligations (consolidated)
⸽ௌോ㧔ㅪ⚿ࡌࠬ㧕 න㧦⊖ਁ ᒰਛ㑆ᦼᧃ ೨ᦼᧃ ⋧ޓᚻޓవ ᐔᚑᐕᧃ ᐔᚑᐕᧃ Ⴧᷫ 㑐ଥળ␠ 㧙 ٌ &KIKVCN6GNGEQOOWPKECVKQPU ٌ 㧔2JKNKRRKPGU㧕 ৻⥸ޓޓ ߘߩઁ ٌ ዊ⸘ޓ ٌ ว⸘ޓޓ ٌ 㩷㪈㪇
Slide 64: Consolidated cash flow statement
ㅪ⚿ࠠࡖ࠶ࠪࡘࡈࡠ⸘▚ᦠ㧔ਥߥౝኈ㧕 ㊄ޓޓ㗵 ਥޓߥޓౝޓኈ ⑼⋡ޓޓޓޓޓޓޓޓ 㧔න㧦⊖ਁ㧕 㧔න㧦ం㧕 Σ ༡ᬺᵴേߦࠃࠆࠠࡖ࠶ࠪࡘࡈࡠ ⒢㊄╬⺞ᢛ೨ਛ㑆⚐⋉ ᷫଔఘළ⾌ ฃขᕷ߮ฃข㈩ᒰ㊄ ٌ ᡰᛄᕷ ᛩ⾗ଔ⸽ᄁළ៊⋉㧔ᄁළ⋉㧦ٌ㧕 ٌ ᛩ⾗ଔ⸽⹏ଔ៊ ⾓⾉ᄾ⚂⸃⚂㊄ ٌ 㑐ଥળ␠╬ᬺᢛℂ៊ 㑐ଥળ␠╬⾉ୟᒁᒰ㊄➅㗵 ௌോ⸽៊ᄬᒁᒰ㊄➅㗵 න㧗ޔ᧻㩄㩚㨷㩐㩃㨺㩆㨸㩧㩇㩨㧗ޔ᧻㩗㩩㩎㩥㧗ޔ ᄁௌᮭߩჇᷫ㗵㧔Ⴧട㧦ٌ㧕 ᧻㩍㩨㩔㩨㨼㩇㧗ޔ᧻❫⛽㧗ޔ᧻㩃㨺㩆㩨㨺㩃㨼㧗 ߚߥ⾗↥ߩჇᷫ㗵㧔Ⴧട㧦ٌ㧕
Slide 65: Headcount by segment (consolidated)
ᬺࠣࡔࡦ࠻ੱຬ㧔ㅪ⚿ࡌࠬ㧕 ᐔᚑᐕᧃ ᐔᚑᐕᧃ ᬺࠣࡔࡦ࠻ න ㅪ⚿ሶળ␠ ว⸘ න ㅪ⚿ሶળ␠ ว⸘ Ⴧޓᷫ ࿖ౝ ᶏᄖ ⸘ ࿖ౝ ᶏᄖ ⸘ 㧵ޓޓޓޓ㨀 㧗 㘩 ᢱ ٌ 㩡㨼㩖 㩅㨼 㨾㩧 㩇㨾㩒 㩣㩁 㩨㨺 ٌ ㋕㍑ࡊࡦ࠻ ٌ ❫ ⛽ ٌ ߘ ߩ ઁ ٌ ว ⸘ ٌ Ⴧᷫ ᬺࠣࡔࡦ࠻ න ㅪ⚿ሶળ␠ ว⸘ ਥޓߥޓჇޓᷫޓౝޓኈ ࿖ౝ ᶏᄖ ⸘ 㧵ޓޓޓޓ㨀 㧗 㧗 ٌ 㧗 㧗 ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦ࠭㧗ޔ᧻࠺ࡃࠗࠬ㧗 㘩 ᢱ 㧗 ٌ 㧗 ٌ ٌ 㩡㨼㩖 㩅㨼 㨾㩧 㩇㨾㩒 㩣㩁 㩨㨺 㧗 ٌ ٌ ٌ ٌ ㋕㍑ࡊࡦ࠻
Slide 66: Number of consolidated companies
ㅪ⚿ળ␠ᢙ ᐔᚑᐕᧃ ᐔᚑᐕᧃ ᬺࠣࡔࡦ࠻ ㅪ⚿ሶળ␠ ᜬಽᴺળ␠ ⸘ ㅪ⚿ሶળ␠ ᜬಽᴺળ␠ ⸘ 㧵ޓޓޓޓޓ㨀 㘩 ᢱ 㩡㨼㩖㩅㨼㨾㩧㩇㨯㨾㩒㩣㩁㩨㨺 ㋕ ㍑ ࡊ ࡦ ࠻ ❫ ⛽ ᴺ ੱ ߘ ߩ ઁ ว⸘ޓޓޓޓޓ Ⴧޓޓޓޓᷫ ᬺࠣࡔࡦ࠻ ㅪ⚿ሶળ␠ ᜬಽᴺળ␠ ⸘ ਥߥჇᷫౝኈ 㧵ޓޓޓޓޓ㨀 ً ً ᜬಽ㧦㧨ᷫዋ㧪 )NQT[ 75# +PE)ޔNQT[)OD* 㘩 ᢱ 㩡㨼㩖㩅㨼㨾㩧㩇㨯㨾㩒㩣㩁㩨㨺 ㋕ ㍑ ࡊ ࡦ ࠻ ً ً ㅪ⚿㧦㧨ᷫዋ㧪 ᣣᧄࡄࠗࠝ࠾ࠕ ❫ ⛽ ً ً ᜬಽ㧦㧨ᷫዋ㧪 ࠧࡦޔᶏ㜞ደᤨⵝ㒢ม
Slide 67: Status of performing and underperforming companies
ਥߥᅢ⺞ળ␠ਇ⺞ળ␠ߩ⁁ᴫ 㧝㧚ਥߥᅢ⺞ળ␠ ᜬಽᲧ₸ ⾗ᧄ㊄ ᜬಽ៊⋉ න㧦⊖ਁ ળޓ␠ޓฬ ޓᬺޓౝޓኈ 㧑 ජㅢ⽻ජ ᒰਛ㑆ᦼ ೨ਛ㑆ᦼ ޣㅪ⚿ሶળ␠ޤ ⒖േㅢାᯏེ╬ߩ⽼ᄁߩࡓ࠹ࠬࠪޔ ᧻ࠦࡒࡘ࠾ࠤ࡚ࠪࡦ࠭ࢃ 㐿⊒ㆇ↪ -CPGOCVUW75#+PE 75 㧔ᶏᄖᴺੱ㧕 ᧻❫⛽ࢃ ❫⛽ຠ❫⛽ේᢱߩ⽼ᄁ ᧻ว㒢ม *- ㍑᧼ߩടᎿ ᧻ࡍ࠻ࡠࢃ ⍹ᴤຠ߮ᶧൻ⍹ᴤࠟࠬߩ⽼ᄁ ٌ ޣᜬಽᴺㆡ↪ળ␠ޤ )#6:2CTVPGTUJKR.KOKVGF ⥶ⓨᯏࠬᬺ 㔚ሶᯏེ㘃߮࠰ࡈ࠻࠙ࠚࠕ╬ߩ ᧻ࠛࠢ࠻ࡠ࠾
Slide 68: Net position: investments, loans and guarantees in East Asia and Russia
᧲ධࠕࠫࠕࡠࠪࠕะߌޟᛩⲢ⾗⸽ޠᱷ㜞ߣࡋ࠶ࠫ⁁ᴫ ว▚ࡌࠬ㧕 ం ం ం ం ం ం ం ం ం ం ਛ࿖ ࠲ࠗ 㨼㩧㩎㩨㩒㩆㨻 㖧࿖ ࡠࠪࠕ ᐔᚑᐕᧃ ᐔᚑᐕᧃ ᐔᚑᐕᧃ 㧔න㧦ం㧕 㒾╬ 0GV ೨ᦼᧃ ೨ᧃᦼޘ ࿖ޓޓޓฬ ᛩ⾗ޓ Ⲣ⾗ޓ ⸽ޓ ዊ⸘ޓ ࡋ࠶ࠫ㗵 2QUKVKQP 㧔ෳޓ⠨㧕 㧔ෳޓ⠨㧕 ਛ ࿖ ࠲ ࠗ ࠗࡦ࠼ࡀࠪࠕ 㖧 ࿖ ࡠ ࠪ ࠕ ว ⸘ ᵈ㧝㧚ࡋ࠶ࠫߩቯ⟵㧦ࠞࡦ࠻ࠬࠢࡋ࠶ࠫߩⷰὐࠃࠅޔᛩⲢ⾗㒾ઃ߅ࠃ߮ઁ␠߳ߩࠬࠢࠪࠚࠕࠕ࠙࠻ࠍࡋ࠶ࠫߩ㊄㗵ߣߔࠆޕ ᵈ㧞㧚ਛ࿖
Slide 69: Contact information
http://www.kanematsu.co.jp ߅วࠊߖవ 䇾105䋭8005㩷 ᧲੩ㇺ᷼⦼ᶆ 1䋭2䋭1 䍚䍎䍨䍼䍻䍛 N 㙚 URL㩷 http://www.kanematsu.co.jp ᐢႎቶ Tel: 03.5440.8000 㩷 Fax:㩷 03.5440.6503 ᐕ ᣣ E-mail: pr@kanematsu.co.jp IR ോዪ Tel: 03.5440.8095 㩷 Fax:㩷 03.5440.6505 E-mail: ir@kanematsu.co.jp