Tokai Tokyo Financial Holdings, Inc. · TSE:8616
Tokai Tokyo Financial — FY2024 Earnings Presentation
32 slides from Tokai Tokyo Financial's earnings presentation, May 14, 2025
Slide 1: IR Presentation FYE Mar 2025
IR Presentation FYE Mar 2025 May 14,2025 The purpose of this material is to provide information concerning the Company’s most recent operating results and is NOT to solicit investment in marketable securities issued by the Company. The Company prepared this document based on the data available as of
Slide 2: Financial Summary; Strategy & Business Updates
1 Financial Summary 2 Strategy & Business Updates 1
Slide 3: Financial Summary
Financial Summary ・Financial Highlights for FYE March 2025 ・Topics of Tokai Tokyo Securities / Group companies 2
Slide 4: Financial Highlights for FYE March 2025
Financial Summary Financial Highlights for FYE March 2025 Operating Revenue Operating profit Ordinary profit Profit Attributable to Owners of Parent (Cumulative) (Cumulative) (Cumulative) (Cumulative) YoY -3.2% YoY -10.2% YoY -10.8% YoY +8.2% ¥86.3 billion ¥11.7 billion ¥15.1 billion ¥11.0 billion 1
Slide 5: Financial Highlights for FYE March 2025
Financial Summary Financial Highlights for FYE March 2025 Hilights (4Q,QoQ) • The primary factors contributing to the decline in sales were a reduction in trading income related to foreign stocks and a foreign exchange translation loss associated with foreign currency-denominated funds, which are ou
Slide 6: Financial Highlights for FYE March 2025 (Operating Revenue)
Financial Summary Financial Highlights for FYE March 2025 (Operating Revenue) [YoY] • Total commission declined due to a decrease in stock trading volume by individuals. However, the accumulation of underwriting commission and stable earnings increased, driven by the acquisition of the IPO lead mana
Slide 7: Financial Highlights for FYE March 2025 (SG&A Expenses)
Financial Summary Financial Highlights for FYE March 2025 (SG&A Expenses) (imillions of yen) FYE Mar. 2024 FYE Mar. 2025 FYE Mar. FYE Mar. YoY QoQ 2024 2025 % Change % Change 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Apr.-Mar. Apr.-Mar. Apr.–Mar. Trading Related Expenses 3,043 3,144 3,342 3,837 3,762 3,696 3,433 3,57
Slide 8: Financial Highlights for FYE March 2025 (Non-Operating Income)
Financial Summary Financial Highlights for FYE March 2025 (Non-Operating Income) [YoY] • Profits from the seven Joint Ventures (JVs, equity method investment income) increased due to the accumulation of foreign currency assets in addition to Japanese stocks and investment trusts. The net increase in
Slide 9: Financial Highlights for FYE March 2025 (Ordinary Income)
Financial Summary Financial Highlights for FYE March 2025 (Ordinary Income) (1) Tokai Tokyo Global Investments has successfully secured the expected performance of its primary fund investments. Stock-related income from policy-based investments accumulated and contributed to the year-to date results
Slide 10: Financial Highlights for FYE March 2025 (Assets under Custody)
Financial Summary Financial Highlights for FYE March 2025 (Assets under Custody) Initiatives for Net Capital and Asset Growth ~ Continuous Net Asset Increase Despite Market Fluctuations (1) Tokai Tokyo Securities ・ Wealth: We are steadily expanding our base by providing new investment trusts, includ
Slide 11: Topics: Tokai Tokyo Securities
Financial Summary Topics : Tokai Tokyo Securities Wealth Management Company Retail Company IFA Company • Increase in revenue in the stock business • As a family portfolio manager, we continued to • Stable revenue increased by accumulation of (+50% YoY/+800 million yen) propose a goal-based approach.
Slide 12: Topics: Group Companies
Financial Summary Topics : Group Companies Joint Venture Securities Insurance Agency Business [Individual] [Net increase in assets (Individual)] (Billions of yen) [ETERNAL] [ETERNAL Operating Profit] • Investment trust sales are strong due to • Both net sales and operating (Millions of yen) the prom
Slide 13: Strategy & Business Updates
Strategy & Business Updates ・The Medium-Term Management Plan "Beyond Our Limits" ・Strategy (1) Enhancement of financial services capabilities ・Strategy (2) To reach the Another dimension 12
Slide 14: Beyond Our Limits ~Challenge to a New World
Strategy & Business Updates " Beyond Our Limits " ~Challenge to a New World 13
Slide 15: Beyond Our Limits ~Challenge to the Another Dimension
Strategy & Business Updates " Beyond Our Limits " ~Challenge to the Another Dimension Group KGI Group KGI & Enhancement of financial services capabilities • Reflecting the results of the fourth quarter, ROE and ordinary income related to Enhancement of strengthening financial services struggled. • E
Slide 16: Personal Financial Market "Trapezoidal Strategy"
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: Personal Financial Market "Trapezoidal Strategy" Ahead of other companies, we have built a winning business model in the unestablished “golden trapezoidal market” Nomura Daiwa SMBC Nikko Mizuho HNWIs Mitsubishi
Slide 17: Basic Concept of the Orque d'or Strategy
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: Basic Concept of the Orque d’or Strategy A Relationship Manager(RM) who embodies both "expertise" and "humanity" along with the unparalleled Orque d’or Salon, offers comprehensive financial and non-financial ser
Slide 18: Orque d'or Strategy ~ Optimization of customer assets
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: "Orque d’or Strategy" ~ Optimization of customer assets While maintaining the essence of the "Orque d’or Strategy", our new initiative focus on targeting the total assets of our customers. By proposing allocatio
Slide 19: Orque d'or Strategy ~ Centralized Management of Customer Assets
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: "Orque d’or Strategy" ~ Centralized Management of Customer Assets We plan to be the first domestic financial institution to offer a management style based on UMA(Unified Managed Accounts), which is the mainstrea
Slide 20: Financial Wellness Strategy
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: Financial Wellness Strategy • In addition to the business targeting satellite assets, we will promote the transformation into an asset management business. • In order to expand our base, we have established four
Slide 21: CLAIRCIEL Strategy
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: CLAIRCIEL Strategy strategy Semi-HNWI Upper Mass Small Business Owners Financial Services Non-Financial Services Core Satellites Portfolio Assets Owning customers Membership Core Asset Management Exclusive Servi
Slide 22: CLAIRCIEL Strategy Brand Message
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: CLAIRCIEL Strategy Brand Message May your tomorrow be sunny. In this ever-changing world, predicting the future can be challenging. But rest assured, we are here to help you navigate the days ahead with confiden
Slide 23: JVs: From Collaboration to Integration of Banking and Securities
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: JVs From the Collaboration of Banking and Securities to the Integtration of Banking and Securities ~Strengthening HNWI and Corporate Business~ • Leveraging strong relationships between partner banks and local co
Slide 24: JVs: Evolution of Business Models
Strategy & Business Updates Strategy (1) Enhancement of financial services capabilities: JVs From the Collaboration of Banking and Securities to the Integtration of Banking and Securities ~Evolution of Business Models~ • Optimize the JV model according to the management policies and business environ
Slide 25: Partnership Model with Powerful Partners
Strategy & Business Updates Strategy (2) To reach the Another dimension: “ Partnership Model with Powerful Partners ” Super Tie Up DX Tie Up Bank Tie Up - Provision of new financial functions - -Establishment of a B-to-B-to-C model- -Complementary functions in face-to-face business- Corporate (Banki
Slide 26: DX Upfront Investment
Strategy & Business Updates Strategy (2) To reach the Another dimension: “Digital” Positioning for FYE March 2026: After the DX upfront investment period, we enter a new phase, "harvesting" and "profit generation" Ordinary Profit DX Upfront ¥6.0 billion Investment Cost Reduction FYE Mar 2025 FYE Mar
Slide 27: Super Tie Up + Bank Tie Up + DX Tie Up
Strategy & Business Updates Strategy (2) To reach the Another dimension “ Super Tie Up + Bank Tie Up + DX Tie Up ” We have established three tie-up models with various “Powerful Partners” to provide both face-to-face and non-face-to-face services. By enhancing our financial funcyions, we aim to prov
Slide 28: Capital & Stock Price Optimization
Strategy & Business Updates Current Management Issues Redistribution, Effective use Capital & DX Revenue review Stock Price Increase ROE 12% Dividend Policy Utilization of Education & Diversification AI Training of recruitment Cash Efficiency Optimization Consolidation & closure of JOB Review Human
Slide 29: Improvement of capital efficiency (improvement of ROE)
Strategy & Business Updates Improvement of capital efficiency (improvement of ROE) ~ Appropriate allocation and effective use of capital Priority Measures for theAnother Dimension Partnership model with Powerful Partners Group Companies' Establishment of comprehensive financial services Optimal capi
Slide 30: Optimization
Strategy & Business Updates Optimization Decluttering Project: 262 cases to be reviewed since the start of 2023 (as of the end of March 2025) Decluttering Compression effect: Approximately 7.6 billion yen in total Established a “AI Strategy Office” ~ AI classes will be held to promote AI among emplo
Slide 31: Human Resources Strategy
Strategy & Business Updates Human Resources Strategy Management ✓ Enhancement of financial services capabilities Strategy ✓ Management Strategies for the Another Dimension ✓ “Social Value & Justice” comes first • Updating the job-based personnel system that contributes to management strategy Human R
Slide 32: 25th Anniversary
Strategy & Business Updates 25th Anniversary In October 2025, Tokai Tokyo Financial Group will celebrate its 25th anniversary Event Planning Proposal [For customers] [For shareholders] ・ 25th Anniversary Party ・ Commemorative dividends (to be considered in detail in the future) ・ Western Art Exhibit
Tokai Tokyo Financial Holdings — FY2024 Earnings Presentation on 6ix