Kanematsu Corporation · TSE:8020

Kanematsu — FY2009 Earnings Presentation

16 slides from Kanematsu's earnings presentation, May 14, 2010

1. Slide 1: Kanematsu Corporation FY March 2010 Results Briefing

   2010 3 Ke AR *B tk nal G aL KANEMATSU CORPORATION 2010 5 14

2. Slide 2: Agenda

   Appendix (P/L ) ....... 3 1. ....... 14 ....... 2. ....... 15 (B/S ) 4 3. ....... 16 P/L ....... 5 ....... 8 IT ....... 9 ....... 2010 4 1 10 ....... 11 ....... 12 IT IT

3. Slide 3: FY March 2010 P/L Summary

   2010 3 P/L ( ) 2009 3 2010 3 11,388 8,613 -2,775 -24% 190 122 -68 -36% 131 82 -49 -37% -128 35 +163

4. Slide 4: B/S

   2010 3 B/S ( ) 2009/3 2010/3 DER 4,149 3,986 -163 -4% 420 458 +38 +9% 249 289 +40 +16% 6.0% 7.3% - 1.3pt 2,136 1,931 -205 -10% 1,346 1,094 -252 -19% 5.4 3.8 - 1.6pt 1 2 3 DER

5. Slide 5: P/L

   2010 3 P/L ( ) 2009 3 2010 3 11,388 8,613 -2,775 -24% 863 741 -122 -14% 7.6% 8.6% - +1.0pt 673 619 -54 -8% 343 319 -24 -7% 329 300 -29 -9% 190 122 -68 -36% 1.7% 1.4% - -0.3pt 8%

6. Slide 6: P/L

   2010 3 P/L ( ) 2009 3 2010 3 -59 -39 +20 33% -36 -30 +6 19% 8 7 -1 -9% 11 7 -4 -34% -55 -44 +11 -20% -8 -9 -1 +14% -15 -1 +14 93% 131 82 -49 -37% 150 85 -65 -44%

7. Slide 7: P/L

   2010 3 P/L ( ) 2009 3 2010 3 -130 2 +132 - 16 21 +5 +31% -146 -19 +127 87% 1 84 +83 +10747% -112 -36 +76 68% -16 -13 +3 22% -128 35 +163

8. Slide 8: Results by Segment

   2010 3 ( ) 2009 3 2010 3 ( 11,388 8,613 -2,775 -24% IT 2,766 2,327 -439 -16% 3,216 2,642 -574 -18% 2,263 1,492 -771 -34% 2,847 1,981 -866 -30% 294 170 -124 -42% 190 122 -68 -36% IT 69 54 -15 -23% 39 36 -3 -8% 70 15 -55 -78% 21 9 -12 -57% -16 3 +19 7 4 -3 -

9. Slide 9: IT Segment

   2010 3 ( IT) 2009/3 2010/3 ( ) 2,766 2,327 -439 -16% 417 385 -32 -8% 69 54 -15 -23% 2010 3

10. Slide 10: ( ) 2009/3 2010/3 ( ) 3,216 2,642 -574 -18% -5 -4% 39 36

    2010 3 ( ) 2009/3 2010/3 ( ) 3,216 2,642 -574 -18% 131 126 -5 -4% 39 36 -3 -8% 2010 3

11. Slide 11: ( ) 2009/3 2010/3 ( ) 2,263 1,492 -771 -34% -78 -40% 70 15

    2010 3 ( ) 2009/3 2010/3 ( ) 2,263 1,492 -771 -34% 196 118 -78 -40% 70 15 -55 -78% 2010 3

12. Slide 12: ( ) 2009/3 2010/3 ( ) 2,847 1,981 -866 -30% -18 -18% 21 9

    2010 3 ( ) 2009/3 2010/3 ( ) 2,847 1,981 -866 -30% 103 85 -18 -18% 21 9 -12 -57% 2010 3

13. Slide 13: Appendix

    KANEMATSU CORPORATION

14. Slide 14: ICT

    ICT SSOT ODA KGK LPG KANEMATSU CORPORATION

15. Slide 15: ICT

    2 2-1 ( ) 2009 3 2010 3 ICT 58.27% 498 432 -66 100% 990 959 -31 100% 148 160 +12 100% 137 106 -31 100% 796 411 -385 97.90% 551 347 -204 100% 1,655 1,246 -409 100% 208 172 -36 94.82% 1,373 1,118 -255 100% 1,103 767 -336 2-2 ( ) 890 850 -40 -5% 3,984 4021 +37 +1% 4,874 4,871 -3 -1%

16. Slide 16: 3-1 3-2 ) 31 11 2 2 45 -22 -5 -1 -11 -2 -19

    3 3-1 28 27 8 12 75 4 13 13 8 6 40 5 41 40 16 18 115 9 3-2 ) 31 11 2 2 45 -22 -5 -1 -11 -2 -19 +76 25 9 -9 0 26 +54

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