Orix Corporation · TSE:8591
Orix — Investor Day (2026)
12 slides from Orix's investor day presentation, Jul 22, 2026
Slide 1: ORIX Investor Day 2026 Japan & APAC Business Unit
ORIX Investor Day 2026 Japan & APAC Business Unit Satoru Matsuzaki COO, Japan & APAC business unit ORIX Investor Day 2026 0 Copyright © ORIX Corporation All rights reserved.
Slide 2: Japan & APAC Business overview & Core strengths
Japan & APAC Business overview & Core strengths Financial services and Leasing, rental and Equipment leasing (ICT business solutions in Japan mobility services and measurement) Nationwide 59 offices, approx. 1,400 World-class fleet management volume Approx. 40,000 types of rental employees, 400,000
Slide 3: APAC Financial Performance & Profitability
APAC Financial Performance & Profitability 20.0% 6 business units (FY23.3-26.3): High-teens ROE Segment Profit 450 and ROE ROE 15.0% 19% 12.2% 9.9% 19% 350 7.9% 9.1% 10.0% (JPY Billions) Corporate 257 Mid-teens Financial Services 250 5.0% Auto 208 30 15% Rentec 169 28 52 0.0% 150 131 22 48 19 16% PE
Slide 4: Maximizing Value through Intra-segment Synergies
Maximizing Value through Intra-segment Synergies Drive synergies through Strategic Integration across the APAC platform Leverage our Financing Capabilities to expand into higher value-added services Unlock synergies through integration Expand “Business Solutions” from Japan to APAC 3 Copyright © ORI
Slide 5: Case Study 1: ORIX Fleet, Expansion Of OACL Leasing Model
Case Study 1: ORIX Fleet, Expansion Of OACL Leasing Model Vehicle Leasing & Fleet Management in Asia Pacific | ORIX Fleet 4 Copyright © ORIX Corporation All rights reserved.
Slide 6: Potential Expansion in Business Solutions from Japan to APAC
Potential Expansion in Business Solutions from Japan to APAC ORIX's strength is creating synergies through long-term client relationships and multiple service offerings in Japan, and this approach can be replicated across APAC 5 Copyright © ORIX Corporation All rights reserved.
Slide 7: Case Study 2: Integrated Solutions to address Customer Needs
Case Study 2: Integrated Solutions to address Customer Needs We deliver integrated solutions combining M&A advisory, financing, and aviation- related services to address customer needs, enhancing profitability 6 Copyright © ORIX Corporation All rights reserved.
Slide 8: AI&O: Leverage ORIX+QIA towards Japan/APAC GP Platform
AI&O*: Leverage ORIX+QIA towards Japan/APAC GP Platform *AI&O: Alternative Investment & Operations, ORIX Group's one of two main strategic competencies 7 Copyright © ORIX Corporation All rights reserved.
Slide 9: Strategic Mission as APAC Unit COO
Strategic Mission as APAC Unit COO 8 Copyright © ORIX Corporation All rights reserved.
Slide 10: (Appendix) Breakdown of Segment Profit
(Appendix) Breakdown of Segment Profit (JPY Billions) 23.3 24.3 25.3 26.3 25.3 26.3 Segment Profit Segment Asset ROE Actual Actual Actual Actual Actual Actual Corporate Financial Services Corporate Financial Services 77 83 90 101 18,846 18,769 18% and Maintenance Leasing and Maintenance Leasing Corp
Slide 11: Copyright © ORIX Corporation All rights reserved.
10 Copyright © ORIX Corporation All rights reserved.
Slide 12: Disclaimer
Disclaimer ◼ These materials have been prepared by ORIX Corporation (“ORIX” or the “Company”) solely for your information and are subject to change without notice. The information contained in these materials has not been independently verified and its accuracy is not guaranteed. No representations,