Japan Post Holdings Co., Ltd. · TSE:6178

Japan Post — Q1 FY2024 Earnings Presentation

57 slides from Japan Post's earnings presentation, July 2023

  1. Slide 1: BP Axa

    BP Axa Po 2023 7 7

  2. Slide 2: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 1

  3. Slide 3: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 2

  4. Slide 4: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

         Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 3

  5. Slide 5: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

      4,182 5,016 932 4,310 534 621 3,550 2,801 3,250 1,661 1,580 976 ▲ 814 ▲ 537 ▲ 1,046 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 4

  6. Slide 6: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

            Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 5

  7. Slide 7: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 6

  8. Slide 8: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 7

  9. Slide 9: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

         Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 8

  10. Slide 10: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

     • • • • • • • • • • • • • • • • • • • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 9

  11. Slide 11: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

                     Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 10

  12. Slide 12: JP ATM Next Commons Lab

        JP    2024   ATM Next Commons Lab Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 11

  13. Slide 13: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

                  Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 12

  14. Slide 14: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

     ー ょ Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 13

  15. Slide 15: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

       Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 14

  16. Slide 16: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

      ※ 2024 7 300 14,000 1,200 250 12,000 1,000 200 10,000 800 150 8,000 600 6,000 100 400 4,000 50 200 2,000 0 0 0 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 15

  17. Slide 17: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    ● ☆ ※ 2024 7 25 2027 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 16

  18. Slide 18: t-CO2

      2030 2019 46% ( 1 ,2) 2050 ( 2)   t-CO2 180 164 150 150  114  120  90 60 30 0 ‘19 ‘20 ‘21 ‘30 ‘50 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 17

  19. Slide 19: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

       • •   • • • • • •  • • • • • • • • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 18

  20. Slide 20: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 19

  21. Slide 21: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

        Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 20

  22. Slide 22: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

       ゆうちょ かんぽ Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 21

  23. Slide 23: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

          Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 22

  24. Slide 24: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

       4,837 5,016 4,310 ( ) 4,182 2,400 50 50 50 50 50 1 1 3,500 3,000 2,000 2,022 2,022 1,831 1,730 1,627 '19 '20 '21 '22 '23 2 4,044 4,044 3,768 3,461 3,184 41.8% 48.3% 37.9% 41.4 69.2% 2 41.8% 48.3% 106.3% 86.5 192.8% 2 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 23

  25. Slide 25: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

      4,500 23% 3,461 '15 '22 4,259 4,310 97.26 120.82 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 24

  26. Slide 26: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 25

  27. Slide 27: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 26

  28. Slide 28: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 27

  29. Slide 29: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 28

  30. Slide 30: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 29

  31. Slide 31: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 30

  32. Slide 32: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 31

  33. Slide 33: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 32

  34. Slide 34: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 33

  35. Slide 35: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 34

  36. Slide 36: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 35

  37. Slide 37: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 36

  38. Slide 38: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 37

  39. Slide 39: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 38

  40. Slide 40: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    • • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 39

  41. Slide 41: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 40

  42. Slide 42: CEO

    CEO 1995 2001 2007 2003 2009 2008 A. T. 2012 2020 2016 2011 2013 2013 2016 2016 2017 2017 2019 2019 2021 2020 2023 2023 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 41

  43. Slide 43: CEO

      CEO Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 42

  44. Slide 44: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

      Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 43

  45. Slide 45: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 44

  46. Slide 46: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

      Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 45

  47. Slide 47: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    ― ― • • • • • • • • • Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 46

  48. Slide 48: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

       9,914 10,000 9,141 6,000 8,800 5,016 6,574 4,310 4,200 6,200 4,000 4,182 3,550 3,350 3,250 3,500 4,908 4,700 2,801 4,555 5,000 3,942 3,561 2,400 2,000 1,661 1,580 3,457 976 910 1,175 1,400 720 534 1,491 1,435 932 621 70 220 794 150 0 0 '21/3 '22/3 '23/3 '24/3 '26/3 '21/3 '22/3 '23/3 '24/3 '26/

  49. Slide 49: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    170 1,500 1,360 160 1,200 1,091 1,100 974 989 980 150 900 497 428 420 426 140 600 130 300 547 594 568 554 120 0 '20/3 '21/3 '22/3 '23/3 '20/3 '21/3 '22/3 '23/3 '24/3 '26/3 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 48

  50. Slide 50: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    20,345 19,882 19,302 13,681 13,031 1,397 1,310 12,770 376 240 1,031 78 1,021 1,070 953 6,664 6,851 6,532 '20/3 '21/3 '22/3 '20/3 '21/3 '22/3 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 49

  51. Slide 51: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

                Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 50

  52. Slide 52: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    ※ 2024 7 Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 51

  53. Slide 53: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 52

  54. Slide 54: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    な ✔ ✔ ✔ ✔ ✔ ※ ※ 2024 7 な み ・ Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 53

  55. Slide 55: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

                  Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 54

  56. Slide 56: Copyright © 2023 JAPAN POST GROUP. All Rights Reserved.

    Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 55

  57. Slide 57: Email: irshitsu.ii@jp-holdings.jp

    Email: irshitsu.ii@jp-holdings.jp Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 56

Japan Post Holdings — Q1 FY2024 Earnings Presentation on 6ix