Chuetsu Pulp & Paper Co., Ltd. · TSE:3877
Chuetsu Pulp & Paper — Q2 FY2023 Earnings Presentation
21 slides from Chuetsu Pulp & Paper's earnings presentation, Nov 1, 2023
Slide 1: Slide 1
Slide 2: Slide 2
Slide 3: Slide 3
Slide 4: Slide 4
Slide 5: (Str 43)
40 7 (Str 43) 30 20 10 420 430
Slide 6: 2020F (SEH) —« «2021 ME(FRAR) — «20224 (SEAR) «20234 EET)
2020F (SEH) —« «2021 ME(FRAR) — «20224 (SEAR) «20234 EET)
Slide 7: Slide 7
Slide 8: Slide 8
Slide 9: (3942 : 4PI) FARL+82. PSDb+12. FB
(3942 : 4PI) 2 FARL+82. PSDb+12. FB 202347
Slide 10: PHRSHB2025
PHRSHB2025 ORFSHOMSRE MI 54567771» TAROLE RM 75-60%) (1) Bhs SILT BE OH EARS RGELORR - WACVRAORR + 1/7%- (2) 9 V— 7 BRSH ER OBIE Schick Sst Eo cee. Gansowse cea ane S a le Oath ESE L REE RE A AE * sib e <GRBLRO 1 X—9> HWBEHH | 202258 2021%E BR (2) (Ri) Be eeae | ao@m | 268m | 24185 “_ a YRR ROE 5 YE
Slide 11: EmRWRT > ©2022 AA SHIM SVL Lewsey
20218 | 2022 202388 | 2024 20254 EmRWRT > ©2022 AA SHIM 6 SVL Lewsey <OQUFBROMERR > (1)- | 68vv vse (1)- Il SRBEARY YY BER (1)- I SSA ih Di : ©2023 Ed R/ LT Base BIA OFF E199 % 38 | S SRRRSRRERT «HERE RRT @RBKVY v S4MH EB Y 2023412AORBICMl CLEARS CH OTWET, ORMLIZ COMA NIVI OAR HHMIBILIC KY, 20237 EI
Slide 12: <QRMBR< EA LABUARE - URC UA AE i>
<QRMBR< EA LABUARE - URC UA AE i> 20215 202255 20235 202455 202555 BRRECNFV Sv bt | CNFSERA(t - RASA a3 OLRAMOMRHAME (HRRHAOMMERS E | aR I pa@ra7As7y . EL lm xqtvame@n) [Sn aD Dk t Aa |NRGA(>—mEB | MARU @n0z2m RRM: GRGMMZOIORHIOMAID =00-CO.NK) | OCNFILDUTHIBRARICSU SABAMRCHEST SRC. 20238 EMA OLE MEH
Slide 13: 20204F ESA 202345 HE IAA 202547 KE FAL
20204F ESA 202345 HE IAA 202547 KE FAL O2023F Flt ERN PAINT OWE, 12A > OMMRBM YY VRE EI LY, 1% DE INIVT BSE ABUL A (2020 Bit) CHSRIASATT. OLAV -FRIMELSOMASORBIC KY. 2% (20200H Eb) CBS RAATT. ORRCVAALHMLAT ALS YHROSRBRMME CLV, 2024 EURMT SRLS.
Slide 14: nanoforest development and commercialization
nanoforest#FA1b, BHAECNFRALOMIER ( @-1 ) SiRDEAD nanoforest HH *BEDEAD nanoforest fA *20239F. CNFERU EMT OF CHERRY “nanoforest-S[I77U)"OERICNTS RUM. RUKES (HACUMORALUATLRBICB I< SRE USRSHH) ABESNELE. “ABMS, HOHE TUS FRADIR GFR CHAS ORE RORE PM) I Ww [CRS UE SRC. CNFRPRO PED Ee SCC CREO . bh BASEN TE
Slide 15: nanoforest product lineup
nanoforest3=FA(b. BHAECNFIRA SOME ( @-I ) mahesECNF/\T OY KDSU AEE RED SARESLTIIS “Nanoforest-SCkAE) {ERBRRCNFOAS'—aa (2K Ban) *nanoforest-PDP (#4) HR PI LAOS att = GES BIE CNFEZEREMA ‘nanoforest-MB(ALYvh) CNF@atiRPTARLIC20~30% DME CEEO (CMA T LAF O3SREBET SEDO BRRECNF/ VT OYRKFSVEIERRLET. @nanofore
Slide 16: PRIIPOSIVSR (@-1 )
PRIIPOSIVSR (@-1 ) a ony a r es i A J =[=— 9s @® HHESALO, PUTIN LY hoe Reha @ SSRORRICHWTA LEAS Eee @ HROY—hIV—KCMA,. HHIL— CSA 6: MAPKA®M Lam
Slide 17: (87) ES BNI RIXD NALS FRCVIA NLS Ss tO Ix NL ~ BAe (8A)
(87) ES BNI RIXD NALS FRCVIA NLS Ss tO Ix NL ~ BAe (8A) 1,200 60 50 1,000 40 800 30 600 20 10 200 aio 420 20144 201546 2016 201778 20188 20198 202048 202148 202248 202348 (Fi8)
Slide 18: ROE and profit trends
Gas 1 RM LOMA(A) Gin 1 ROARS (FA) —-ROE(%) : F-FSNILIE( ADEE (410.2) 20145 201596 2016 201758 2018 20198 2020 20218 202248 202348 (¥i8)
Slide 19: D/E ratio trend
(8) 600 500 400 300 200 100 GE @8ANTRA —— D/EL24 11 20144 201548 201648 201778 20188 20198 20208 202148 202248 202348 (FB) (48) 1.2 1.0 0.8 0.6 0.4 0.2 0.0
Slide 20: EBITDA trend
(48173) 120 100 80 60 40 20 ee MRA Te RAR —~— EBITDA 102 ad 90 i ‘ ‘ ‘ ‘ H j j ‘ bell 62 a | a _.... 1 2014 20154 2016 2017 20188 201948 20204 20214 20228 20232 (iE)
Slide 21: ——K-FISRAIP—(N)[1.6748] —Nbhth- PDYP(L)[1.4148] —— MHA [1.4018]
——K-FISRAIP—(N)[1.6748] —Nbhth- PDYP(L)[1.4148] —— MHA [1.4018] —- CHBA[1.2048] BR [4.5518] A441 WI-I2[2.5518] (@) 57 YI2[1.2018] —BHEY— 912.228] TERIB[2.0148] 3.00 2.50 2.00 1.50 1.00 == 0.50 2014 20154 201648 201778 20188 201948 20208 20214 20228 2023(¥48)
Chuetsu Pulp & Paper — Q2 FY2023 Earnings Presentation on 6ix