Star Mica Holdings Co., Ltd. · TSE:2975
Star Mica — Q1 FY2022 Earnings Presentation
40 slides from Star Mica's earnings presentation, Mar 31, 2022
Slide 1: Star Mica Holdings earnings presentation
HOLDINGS 2022411AH #1 yy “y we RMB 20224 3A3148 Tk
Slide 2: Contents
STAR MICA HOLDINGS 1. RINT ITh opyright rmica Holdings All NI
Slide 3: Results highlights (P/L)
Pree saaketetae (PL) HOLDINGS - YSRVYVAYVBRDABICHRL, 1LQClLTsahs - Metts i#48PL (SERB) CAAY hBSTLMAIEB 2 (fF) 2021/11881Q 2022/1110 ae tee) Mey RMA Le 4YRABXYE SLB 95.7 —-123.1-128.5% WY sencvy_ YINVY yay BR 93.7 121.2 129.3% AYRARXY ABE 0.2 - - YIRVYYAY (FB) PENT U—-BS 1.8 1.8 102.8% LBA 17.7 28.4
Slide 4: Results summary
1, RBUNT Th Ia Saintes (BS) eee HOLDINGS - BRIBE] 6OOAN GI RiBNICKA. RAVUY AV RReRLIT - PRCA RSIA CHR, RABBI hOSROBARE SHER @@BS (288) eta Send 2021/1118 2022/1 1m CEE AS (a8 113f8Fa 878A AE 792 825 104.2% SERERUAE 31 38 122.7% _ 339 435A SSRAAAHE: 743 768 103.4% Hewes 15 16 108.4% 55aRHERE re) 0 97
Slide 5: Quarterly results
Bea 2022/1181 | za MICA eanues hear] - ERGO, SRCEBEAMD LicikeeRROSL, IAI AR 2022/11#A 2022/1188 seams cls 462.7 123.1 26.6% SBU INV YAY BR 455.5 121.2 26.6% SBTYARAKAYEBR - - - SBP ENTPU-BR 7.2 1.8 26.2% So _LeeAlat 85.7 28.4 33.2% SBUINVYY AV BR 80.7 27.0 33.5% SBTYARAKAY ABE - - - SBP ENT PU—-BR 5
Slide 6: Results versus forecast
Ae 2022/1188 za ales (SIE AG : LAA - HRGRAERI, LRM PMe LAE 2022/1188 2022/1188 cls 263.7 274.1 103.9% SBU INV Yay BE 260.1 270.3 103.9% SBTYARAKAYEBR - - - SBP ENT YU-BR 3.6 3.8 103.2% se Lie Flat 47.7 54.5 114.3% SBUINVYY AV BR 45.1 51.8 114.8% SBTYRKAKAYEBE - - - SBP ENT PU—-BR 2.5 2.7 106.4% ARoc
Slide 7: Full-year forecast
Aye 2022/1138 za noes (SIE FA | - ERAS PAMSIEIC HL). HRAPMb ADE CIEE 2022/1188 2022/1148 cls 462.7 474.1 102.5% SBU INV Yay BE 455.5 466.7 102.5% SBTYARAKAYEBR - - - SBP ENT YU-BR 7.2 7.3 101.9% se Lie Flat 85.7 93.7 109.3% SBUINVYY AV BR 80.7 88.5 109.6% SBTYRKAKAYEBE - - - SBP ENT PU—-BR 5.0 5.2 1
Slide 8: Section divider
STAR MICA HOLDINGS opyright rmica Holdings All |
Slide 9: Market environment
STAR Pesen ty MICA Bees Bees - MEMORY (CH, PHESARISEBUtOCHH - (RUNCSRIESCO-YRMMRiRIt. BRAORSEACRIAL <BMBVY Ya VERA (fF) > MRCHAOMMFRD es 83,183 ame ahh 39,812 33,636 | | | | | 2003 2006 2009 2012 2015 2018 2021 (APH) (AA) SHSM | RGRGALAGECAM AM PHEDSMAT—IRERLIR—-b y plat FOREARM SMBVY Yay eeAL (23)
Slide 10: Market data
STAR [Resets 2, ames eed Sie: EORA - RMR OLA LpROmMin< O. LAAC—K DRT SOSA - EBRD CTHS—ARHRMISHY, ATOR MAICRHDES SAAD <BRBPAVY Ya VARMA RRO MES (fF. BA) > <BSBPAVY YaVERAREB (4B) > OEE met 63.6 10,584 reese 46,0627 °°°47,051 38,173 36,632" 72 35,718 34,701 34,742 | | | I 2o1g/é~ —2O1G/9A~ O1G/12A~ 2O
Slide 11: Business progress
STAR Peseta | keen | MICA BI tiie capac - RRAACORAN GHENT, BASSE CMSA ReAtH - SRISIA + RONDYASCHHLOD, BRICMSIARewA 1,551 #1,600 #1,400 1,325 1,257 1,236 1,179 1,100 858 886 645 559 2017/1138 2018/1178 2019/1138 2020/1188 2021/1158 2022/1138 2023/1178 (BE) wanes © HHESMHOBARAMAICSO. BAPRMAICIEM © 202
Slide 12: Business policy
q cans 2, eam - 2022/1 18Als. THC ABA - Anoc & BER Seb & ML INS MBA ¢ ARC MBBBO MIE FAA CHAM SEBO RE feA : #1,600R, Aksc : #91,400F (FRNA CHARS O SH) @ LY 7 BRR Ose (é BABI) 7 Re Hh PRB OMERM @ Faire sesett (PF Rt OBL Pie @ HimIt vty Tis APT SICMAT. FHT VIE BH 2 eNO Copyright © Starmica Holdings All
Slide 13: 3. Growth strategy
STAR MICA HOLDINGS 3. BRAA opyright mica Holdings All
Slide 14: Growth strategy
STAR 3. mRNE s—RL-b- 2O-AY | sees | - BNR RAS LO, RREBSSSPECAT Find the Value TES" DS “EDS "H2ORRN Ham & SAS BROBMISN STARMICA Way
Slide 15: Group structure
STAR TF 2 ee EO) MICA a ara - IP BRXOREWGMRICMA. SVP ey KBE CHEEMARS SER i STARMICA HOLDINGS Find the Value FN—-FEKO BRRBRE - ESE zy GISTARMICA EJSTARMICA EXSTARMICA EASTARMICA oe H EESTARMICA Residence Property Asset Partners Asset Management == OMAi+ = Wye F5tN—F YINWYYVAY YINVUY AY AERA yes RHEE
Slide 16: Business model
HOLDINGS 3. BRAS a7 wR cane | — - HBICMEZEAKINVa—-Fxr—yY isA RA B7r=U-9170 B SAO BABEE CMEERA A-F-—FLVVYMEEXTY CHE B 4Ht7)L—7COBBERICKED, BM —AA cH Lic < WORE his Al BSAORBSBSLEGR-b AHEORHEM LICR REGU /N-—YAYYYY Ave B h< 2 ockMESH Came SH=F2erh tHe EEWANY 1-797 BM Zikitd SHBAO-——ZAlchwAr B 'XERASSOE
Slide 17: Business overview
AP HR (BA) - BRD OHBHGUHIBACRHS Sttiha <AROMAMSIZO— (1xX-Y) > RAF #4,000R Mths fsA tant 03% iA #9120F | (AM) Ae BEL o— IRE ate) BMA NAPS CORR - MRT PicBs SW RRICE IS POINT® : (hipse4t & OiBEa B AE APTS HARGOSS Baa" #80% RRONTALPELT W20Flepfe 0 thst CRWY L-Yavewe# POINTS : mG IBA TORA POINT@ : SEGHAR
Slide 18: Business overview
APR (RA) | - TRA) OMFAKY ID, BARRON TU y AMEE OHS Raat 03,6005 Fe A SSB ALE BSA BAEIC Boo h /anso tie Mott JX—Y aYEGWRS Babak lend . (7O—IRz) 228 #971% VuyayvBe ToL eRe 88.5187 Bethy - (2022/1 1HHBIE 48) BAeABAE CHAMAEMR RR Ral a BRAICEACNEWRENE (Ak y Zit) WaT #29%
Slide 19: Business overview
STAR AP RR (YIR—Y ay) - mHeRS56N5, AMRG BOWLS Hi + SHE CIS ma: IAh- Lem BLTS BSLPIASERLETIVIVIG HLSHtcowmeery kKI-7F BZHORUPT Aer —Vic, CLWERPHHE OBE © ShSPMHlc CS< OMLSH CE TA-YUT. KHOI OIY NG KBREHRRP HRN BHA eC TOe AE ELE HE FY FVRESEOMPINCTFIVIVIG HRSOMHFICADET. BREY /N-YavVIFVeERH MODERN BLAH C
Slide 20: Property example
Mie ITB (UJK—-Y3YO@) HOLDINGS - SCT SHRROXI—ZAlCHIL, V/N-YaYAReENSRRERH - Aetialco ed. PHB ARe SRSOPBEICMA MtHttA => iL /51i8 A+—-Lh LY Pee Ute Matic eltS ie has: PO OGRE X . cowcamoy tO YJQ—yayvinl Preah oa. NY-YA-I—-VIN DPI BERRY fee SRIAVG 3¢t/A U SRHBTH - a ‘ AUR - caBIG L5¢E/ A PWA-J—THIBW 3< O
Slide 21: Business overview
STAR MICA BU © aC) 59) - FMBRMSCREBU/NK-—VYavyvvavekhe AXORBKEDST. ARLOTL—-KORW “MENU Y ay COLRERR BBB ahlc, MATERA CEM RENGRA" AXON—-YVieRR? <2021/1 HAART Y 7 HR > 12.555 sh ein 18.6% ( mmxe ) (2he=AT| “1 2021/1 SABRE (FABARTTHMIEMS OOO HA. FHIR68.47ni) CBI < 2 HARSH OMH Ee. AES OOOH, WAI, 35%IRR,
Slide 22: Asset management business
BY Jy rty hat Weel (BRE /RBRAEY x2) - Ah-F3tk 5 SBAE/RARATCVRACRH - RMN BRESREAT SAREEML, MBOMYY A YT tmhigeliee BST _ ABE / STARMICA SMHECMA. ADEERESOI FATA END ELD Asset Management 7*/**7¥7 97 EA PRYKVRUAY hERE Bu . YZN-Parke sea 77. aA MUuLEBREB Tt | Sm AIt+ redeem ara basal US SCN ESE ek BZOWHR=
Slide 23: Track record
Maw chk TOREERO HOLDINGS - VY-TYbORNERA, ARHGSRRM CHREU—KE t one vk ; Fees eee, UES TREE pea A YINVYVAY nat, R-Yays Fy im SHRM, BA + BSE eS ARES BANG soa ate Pees ie ix STAR MICA UH 7 IL-7 OH 2012% 20134 20144 2015 20164 2017 2018% 2019% 2020% 2021% 20225 LADRMERR OHH "LTE RiaB - Be AAtyay7 phvyyvay
Slide 24: Track record
STAR Mite chHkCOREEH® - Y-VYYaAyvIOPBRMEROMAT. BHBEVRAETIL <YSRVY YAY SOMME (A. %) > Y—Vy yay 7BLO2009/1 1S Fld 21.7% EHRL, RLBUBEOTBMEZ3% 90 20; 19.0% pooaaeesnan ! ! ALBAN (%) 15.1 i] 12.4 | 11.6 14.4 we Lealas (EH) i] i] i} I H H | | men SELB AISS (BH) H 1 I I 2008/1 1#8 | 2009/11#8 | 2010/1188 2
Slide 25: Track record
STAR . Me Be AHORRO - RAPRISRREBNNO.1, BELLA TSH Mls200 A RAR (ISA HR) “1 Batt ii — ABR — MeIAb 11543 as 2021/1 18A = 2021/1 18A SERRA BAAD mem IR = MERA REAR RBS (Hh) ava (BSH) TERRE Ht 2021F LAR MIC SRA RARE ICH ER ings All Rights
Slide 26: Customer profile
MOM BEHORRO =m HOLDINGS - 1RRMCORLIFICKO. talcaeentem—hIAUA Hosa BUTS SAB SRE SHA BITS SAEZ 2A, Siam, ZOtth 17.2% BAR, tees ae Rone BIE 20.4% Ee 6% iI. aA Peele 2.0% sues, jn e JFEIR 6.6% SAT, es ARIE 14.1% RBI BAT e RRA (KH) 4.3% Mere i § eaen (SRIR< EMA) 27.3% [eee FS A 66.69 mi SESE A? 30.3. # FS
Slide 27: Strengths
Ma SSHORRS HOLDINGS - HSVicm< PHENSHHTIV-FOEVRA FO-NIVIECROSNKEVRRAEFIL HEBRAED : “REKBERER Nate ee EVYRAETFIDPHSRRMEDH MSN, 2011Flc a Se (PAFSP) AOR SEORMEFR CWMCERS "K-F—-HB 2B - RBAS + SRRAFICHW CRRA SMBeIY - BAAMBAFAFILAOZ b aE - BARKOKFEOTYI-YRA EBRRM Ciel "A OT K-49 —-BOBAEE RRPTORA, VRYUXY hE
Slide 28: Initiatives timeline
HOLDINGS a BRAS BRADOBRO® - PSHE E\OBRERT. "FIT Lie WSBIPE 75-4 Lie, Hews GER HPBEOBRORN 2021/7/9 20,0008 LE C) —KWeeREA GSR RER el ites . 2021/8/26 See TOOH RIZE @ MACS el 2021/9/1 35%DLE C) 75-4 LibiB, ape eel a 2022/4/4 1844 = a 2,0005 FINE C) "73a Libis “ BITE Copyright © Starmica Holdings All R
Slide 29: 4. ESG
STAR MICA HOLDINGS 4. ASykxXyYk (ESG) opyright mica Holdings All
Slide 30: ESG approach
STAR Mie tAFTFEUT 1+ BAA - ZF—-IHII—-ADIDSEYKAV A SHE PUES" DS "EDS H#BORWRN ZERHEBS (SyvVav) icwBly, Z1E + TR Ta Om aig hae ee a Ray TritE, & WMebtts OMASZIERTSAI— +> YTATIV-FEBS. 4. [—} BER ie a=! BRROWBICUS, FOPryVYatWeut REO RUANT VABHEBRI Se cdic, Bict-EZOMLAB OS. FEF ROA MRR IC AC LHS TED &1T5
Slide 31: Environment
Rien RO: S51 DS TOT) E . ee SORE nvironment - GUAR. BRPUSORRERTEYRAETIL BREE TEO Bt bic RR BK TIMES RATIO 7~ OBA "ES, (BAI 1 Bl) “ ~ 81.0% 85.9% a 69.8% A2AI-—+ VATA TNW-F ; | seme ({oDsians fv \ | | ed cL A H#AORR \ \ \ \ RRA ROXKEW | | Go1a) G58 ois ore) "RENERAFE Id / (Hi) BL RAR SER eSERMET— 4,
Slide 32: Society
mae OR : kD UGE T. Soci EDRUES UEiett ociety - BRR LUMAERDBH CU SN-YVaAVVYY ay OF EEL. AASB S Se eR - CHPSORKICBBREANS "RI—+ VLAATI-T, SBF ADR + BRE PBkEeSo5T 7 [airman PE ESP PEP THML THO, mile &). ane cOwe=—x (ERE ESERL STS let LIEU mR BAB, Kilt ABIES bc HG < pars =F RES J) 29 . . BkUemrS PRRRAbAS
Slide 33: Governance
STAR Nace ea WR : FDERFROAILF vy —E | Governance 4, ASyhxYb - BREORBWANTYAPHERRNORRICKO,. SmROMPeHS Slike FI 7 OMe BE F-LI-7@BE BUIY IFIP YA Weil fe KEDAH TES SeSthie a 44 Bat AY-hI-IJORR UBER (EO SHROTHM sok - _ 1ZH— eh Bae cad HEORE3 20% x {BAZ ILDY 797 Nits Et BR SS RHA COBRMED ROR == J atorovere
Slide 34: 5. Shareholder returns
STAR MICA HOLDINGS 5. REIT
Slide 35: Management indicators
STAR fiz] FR - 2022/11FAld, RRO RUREMSEORM LIEN 2021/1184 2022/1 1HAOAK 11.8% ROEO #35 - IE 6.5% HER OM ZS OBABICKS 0.468 A Pace ae ACMALEOLRER 4.0% a BLIELNLy Yay k A—Jb "| BOBARRAS (ROE) = 4eRHFla + MP FHaCRA | RHEE nae + #8 “2 LBA SEANAAS = LS ‘ Ly ieee = i: : elects
Slide 36: Dividends
MICA Bessie 4 HOLDINGS 5. REBT Rin PMOGIECHEA. 2022/11 AHOF MEY PRE34H-38A\8R AcSlcMA. BCRAMBlc k SREB Ri <1GieO FRECHE (A) > 38.0 32.0 32.0 32.0 33.0 29.0 23.0 14.5 9.0 2014/11 2015/11 2016/11 2017/11 2018/11 2019/11 2020/11 2021/11 2022/11 (348) (PAB) 21.0% 23.5% 24.8% 25.4% 27.0% 28.8% 33.7% 25.4
Slide 37: Shareholder composition
STAR [esta were § (2021251 1 A30BFF A) <= - 5O000OKZ SHA SHARED, RERECLCHHRNERA - BORER N20%, FO—NLIcBAMANSSYHTILD-—FOEVRA STATE STREET BANK AND TRUST COMPANY 505019 = = + 2.3% BARBARA ~ JP MORGAN CHASE BANK 380646 = + + 2.0% 21.3% - SHEREH (BE) ZE-WEPYTIPVE > + + 1.5% - BANQUE PICTET AND CIE SA + +
Slide 38: 6. Appendix
STAR MICA HOLDINGS 6. ate opyright mica Holdings All
Slide 39: Company profile
STAR Bee cc al We (20224 2A 28H) Bre ZI-— + VAN H-WF 4 YVIARASH fee 00 ee eee & ava YSRVYYVA VBE. TYKA KXAYVEKBERUP ENA YU -BRERNTS FTI-7FEKORESRR, CEFBS La The SRal— Mri (GEHI-K 2975) X2022F#4A4 BLO REFIT LA BABIPE EBA 22018 RI— + VAARNSH. AI—- VIA PRYRVRYUAY hRASH, FT Nb- FR RI—* VAN VIFYARNSH. ZA
Slide 40: Contact and notes
Mae SHWapes HOLDINGS STAR | AI— + VIA + h-IF 4 VIARASHA STARMICA HOLDINGS BS °° the E-mail ir.group@starmica.co.jp URL : https://www.starmica-holdings.co.jp/ © AABCRMANTHWSPM RELI, RM CAF RCARROGRORMCRECSASTHRGEAC KOR MICS ORES BHC LTHOES. RMORMIS, SRELERAK 42 TRESBRCESDREDSOIES. © RAM KSRARK. BRATR