Sumitomo Corporation · TSE:8053
Sumitomo — Merger or Acquisition (September 2025)
10 slides from Sumitomo's merger presentation, Sep 3, 2025
Slide 1: Acquisition of Air Lease Corporation
September 3, 2025 Major Investment Project Briefing Acquisition of Air Lease Corporation - Sumitomo Corporation-invested aircraft leasing companies collectively rank among the world's largest by fleet size - Sumitomo Corporation 0 © 2025 Sumitomo Corporation
Slide 2: Contents
Contents 01 Alignment with Mid-Term Management Plan 2026 02 Commercial Aviation SBU Strategy and Profit Plan 03 Summery of Acquisition 04 Appendix 1 © 2025 Sumitomo Corporation
Slide 3: Alignment with Mid-Term Management Plan 2026
20250903 Major Investment Project Briefing Alignment with Mid-Term Management Plan 2026 This transaction represents a strategic investment in the aircraft leasing business, fully aligned with the “Growth leveraged by strengths” theme outlined in Sumitomo Corporation (SC)’s Mid-Term Management Plan 2
Slide 4: Commercial Aviation SBU Strategy and Core Capabilities
20250903 Major Investment Project Briefing Commercial Aviation SBU Strategy and Core Capabilities Commercial Aviation SBU has established a leading position domestically, centered on aircraft, engine, and helicopter leasing operations. We aim to become the industry leader by operating one of the wor
Slide 5: Commercial Aviation SBU Profit Plan
20250903 Major Investment Project Briefing Commercial Aviation SBU Profit Plan Strengthening the competitive advantage of the Commercial Aviation SBU through a portfolio centered on new type aircraft and securing prime manufacturer order slots. Achieving sustainable profit growth by minimizing balan
Slide 6: Summary of Acquisition
20250903 Major Investment Project Briefing Summary of Acquisition We entered into an agreement and plan of merger with SMBC Aviation Capital, Apollo, and Brookfield to acquire all outstanding common stock of Air Lease Corporation (ALC), via major U.S. aircraft leasing company. Following the acquisit
Slide 7: Overview of Air Lease Corporation
20250903 Major Investment Project Briefing Overview of Air Lease Corporation ALC is an aircraft leasing company operating in 58 countries worldwide with 116 customers (as of December 2024) . It maintains a highly liquid portfolio centered on young and new aircraft, with an average fleet age of 4.6 y
Slide 8: Among the World’s Largest Aircraft Servicers
20250903 Major Investment Project Briefing Among the World’s Largest Aircraft Servicers Sumitomo Corporation Group's aircraft leasing business will expand to become one of the world's largest by scale through the operations of Sumisho Air Lease, newly joining the group, and SMBC AC. This will furthe
Slide 9: Appendix
Appendix 8 © 2025 Sumitomo Corporation
Slide 10: Materiality
20250903 Major Investment Project Briefing Materiality Build resilient and prosperous society Support the development of safe, comfortable, and resilient aviation infrastructure Air transportation is an important social infrastructure used for emergency relief during disasters, medical transport, ma