Star Mica Holdings Co., Ltd. · TSE:2975
Star Mica — Q3 2021 Earnings Presentation
38 slides from Star Mica's earnings presentation, Sep 30, 2021
Slide 1: Star Mica Holdings results presentation
HOLDINGS 2021411AH #3 yy “y we RMB 202149308 Tk
Slide 2: MICA
STAR MICA HOLDINGS 1. #NTITh opyright rmica Holdings All NI
Slide 3: Results overview
STAR MICA HOLDINGS BRAS (PL) 1, BUS Th - YSNR-VYVAYVYVVaVngls, MEROBESIECIR - YSJRVYVAVBSPAICARL, BEAMRAAKRS CBS57.21H 3246PL (=2IRB) CIAY haFLBAMAEB 2 2020/1430 2021/1129 ene car Le 309.0 300.8 97.3% TYRARXYA BE) rent YINVY yay BS 303.8 295.3 97.2% AYRARAY hE - 0.2 - | 2.9 | YINVYY Ay (FB) PENG EUR
Slide 4: Balance sheet / results details
Iie aiSitias (BS) - RGNGWABAI EO, IAT Re eek - AROBREHEC EO, BORA HS25.6%-26.9%IC LA 1, RB STR GBS (508) Paes es Td neigh ae al aE 753 765 101.6% 5 bRERURS 74 69 94.0% 9418 920F SSRARTHE 665 683 102.7% ea 14 16 118.1% SSeVEERE ) 0 93.2% eae 767 782 102.0% 2020/1148 9021/1198 eT 101 95 94.2% aay eee
Slide 5: Forecast versus results
STAR BE Mie 2021/1 1HA-AR | - YSR-VYVAYVYVYAYNOBRBWHECMA, SETI 7FORRDSYL, EPS [SRA 2021/1188 2021/1188 AAP (A) | 308% (fF) chia 374.4 300.8 ' SBU INV Yay BE 367.5 295.3 80.4% SBTYAARKAYVEK BR 0.2 0.2 100.0% SBP ENT PU—-BR 6.6 5.2 79.2% So Lee Flat 72.4 57.2 79.0% SBU INV Yay BE 68.6 54.0 78.7% SBTYA
Slide 6: Results summary
ERNE 2021/1198 eee TSH RURE - S3G+H (6A~8A) SBA + ise tc be - B4 OURS MBA chibL. ERORLITERSAH 5B 3 ++ HA FHA (6A~11A) 7st (6A~8A) Rik © MmIT VT YFELO—MMHL., «© THOME ALMAEHIC LO. B PBRRICAASNAWRENS 3 DAA O AR Te Fait 1 7.5% C ks ook + Aaeeate © 4 EDO REM S +3 (CHER © 3RH8 (2022/1188) DIE RIBR, © SSM
Slide 7: Residential brand and products
STAR Mier SRSeStihl - Y TILING & OPE HOLDINGS 1, BUS Th - ARoceamlcOe. MHHRGBRe FRSOREE (cm A+—-Lh Htc eltS SiR + IHU BR SRORR POtHILA > WIyAvF > RE/R >» HISTARMICA TSUKURUBA Ha Ta STARMICA Residence RELUP EDEL yas — ROR Ex cowcamoN tO YI/R—-Ya vin nee, KI-YA-F—VIN DP BEAKYD feeDRe HRAVG 3¢¢/A Y JNF
Slide 8: sian ee 54a, B
sian ee 54a, B Mie BSHB- “F517 Lh BR - HEEEEEAOBSERI. "751 LB, OMRERTAHE ‘754 Libis, biBMIEaM wa PBLAMROWN ab 7A9B aaa © VERE BSR HRS . i _< a ees 1OOfE FALE 8 A268 WHR SR OC 35% WE C) OC 2f18 1 BF "ane 2,0000 FE Copyright © Starmica Holdings All Rights Reserved |
Slide 9: MICA
STAR MICA HOLDINGS opyright rmica Holdings All ol
Slide 10: Market environment
ie Withl Os Oe RRO bee See: RHA K LK - BRPIRATICHWCS,. MRMBSRPESCO—Y SBME - YSR-VAYVVYVAVIcHS SRR mAoYYyay <u tREIS (GA) > FSA IBIS AREY BYDU-VY the savers ente uo SEY YS ANE 798 798 atte PV ayBAR OTe eS, BAL HO Mane tie EER < Hiatt (6505F) if 2012 2013S 2014-2015 2016. 2017_-— ss 2018=— 2019 (HF) B
Slide 11: Market data
Fare WithhO+O#ERRO ee Ste | BORA AE ER A MReARCL CKHMMBMSS—A, HROEBRISAY SHOR. MBA > Axscbetilc DUNT ld BAAR A ic < RISE CHERYL TSA, SHCA SBMS EIA CHM BUA RAEL THE (HHA) <BMBPEVY Y aU RARE (RR. %) > 4,228 3,636 3,620 3,587 ° 480 ~" 3,328 3,428 3,297 3,262 2,615 9A 108 118 128 18 2A 3A 4A 5H 6A 7A 8A
Slide 12: eye WithlOs Ome eee 2. amu
eye WithlOs Ome eee 2. amu ape 4h 7 )L—F ORR - "Withtdass OBMIcSWTs, “HOB RR’ CHER RIL DFR - HHS RORM - RHIC HES, PPPOWRRE, BERR ZABROSBW PAMBa, ESO-VERWNICRALAN, PHESR BBM < AVUvey OM. FHEBBLA with Ot FOABEY—7 y hRIE I after TOF ORARUR > FEEY—7 7 hE? ‘> BRICRAPRERYLIT, FROMRREBCER '7O— (Gee). x REP
Slide 13: MICA
STAR MICA HOLDINGS 3. BRAA opyright mica Holdings All
Slide 14: Business overview
STAR 3, BRAS a-L—b 20-4 —_— - BNR RAS LO, RREBSSSPECAT Find the Value +— PS “EZ DS SEDS HOLA Tame AS BROBMIEN c
Slide 15: Group business structure
sTaR oe Mi BEKXTY - IP BRXOREWGMRICMA. SVP ey KBE CHEEMARS SER STARMICA HOLDINGS Find the Value TN -TFEKOSRABRE IN-TREEB eh ISTARMICA EIJSTARMICA EXSTARMICA EASTARMICA oe i HISTARMICA Residence Property Asset Partners Asset Management == Smait YINWYYVAayY YINVYYVAY AGERE Bega HEE ae I THERRES ALONE
Slide 16: HOLDINGS
HOLDINGS 3. BRAS a7 wR cane | — - HBICMEZEAKINVa—-Fxr—yY ipA RA B77=U-9170 B SHAD BABES CMHEERA A-F—-FIVUMEEXTY CMS B47 )L—7COBSEBIC ED, B —ARA CHB Lic < WHORE Se Bl SeAOREEESLeEtHK—hk AHEORHtaLicaR BREBU/N—-YayYVYaAve B <2 0cLMHEe RH Cems ShE2erh CHS HEEWANU 1-P 97 B ZthiLS SHBAO——ZAlcMbAre B 'XEMA
Slide 17: Segment results
APR (HA) HOLDINGS - BRD OHBHGUHIBACRHS Sttiha <AROMAMSI7ZO— (1X-Y) > POINT : thtsett © Oia BS RARE POINT® : BAF v KILOS ERE Ur-ANy PRB SRRICM WEBRHOMBEDS OR RINE RH RAF i ; AFT st - _ RRONTARP LUT 3,000r Ne I HzO ick Diese ERWUL—S ay eH #180% » ene WRI, MBLBORR, YY ay Mirae POINT) : MAAR MPEMBA 7 2
Slide 18: Segment results
APR (RA) | - TRA) OMFAKY ID, BARRON TU y AMEE OHS Ra tatt Ho 400- FE LBA ASALLE BSA BEEIC Boe F / ARs tie Mo YSR-YAVETURE Babak lend (7O— Nae) . #164% YI ~. Vuyvays ms Fe LwAlet wre 68.68 Behe (2021/1 188-728") we SABAK CHAMASEME BRR (Ah y Zia) Be|- ~ aha. * 20214 8 A260 “BMGRRRP ROPERS SENS tH, CTA
Slide 19: I7PBH (UJN-Yayv)
STAR I7PBH (UJN-Yayv) BSLPIASERLETIVIVIG mAERSE GS, AMRGSOMHL =i - GH TIS ma IAh + THemebsS HLA coOmeeey hKI-F BALHORWPTSeT—Vik, (LWEwPHHE ORE AX-YLTC KAD OIAVNG KERRY BNE FY FYVELCSEOMPDE IIIT (ESR TUT UP RRS CORR ENIIYSR-YayU-EZORH BSR FBG CS< OMLASU CRE BRASS CTORAREb eH BLAH COmBRR CHAE GRADS As
Slide 20: MICA BU © aC) 59)
STAR MICA BU © aC) 59) - FMBRMSCREBU/NK-—VYavyvvavekhe AXORBKEDST. ARLOFTL—-KORW “QV UY AY COFRERR BRBewlc, MAHER CSM RENERA AXOO—YikRR? <44£2020/1 1 HAAR OME LY 7 Her > 12.1455 “| 2020/1 FAERIE CPIERTEMHES,OOODA, “FiGfR71.48ni) ICBO< “2 PERTEO MIT. fH ARES,000HF, THIS, 355iR A, BF)1.000% CHA LLBS <
Slide 21: BY Jy rty hat
BY Jy rty hat Weel (BRE /RBRAEY x2) - Ah-F3tk 5 SBAE/RARATCVRACRH - EMM SRESREAT SAREENL, MBONYY AY 7 Cmhigeliee BS _ ABE / STARMICA SMHECMA. ADEERESOI FATA END ELD Asset Management 7*/**7¥7 97 EA PRYKVRUAY hERE Bu . YZN-Parke sea 77. aA Hk U1 EE =. Smait+ ee ek BZOWHR=—ZicAbetk AHERBIVYNWT AY Ba ib
Slide 22: Maw chk TOREERO
Maw chk TOREERO HOLDINGS - VY-TYbORNERA, ARHGSRRM CHREU—KE TYRARAYVA "LTE Rigs eee ed RuRe bic ier. Shae. YINR-YAM RGET YT HARE Finer, Wes REDE & ENS AREA BS) ea 4a 7 Boas ens STAR MICA HOLDINGS. HHT IL—FORA 2012 2013% 2014% 2015% 2016% 2017# 2018% 2019% 2020 LADRMERR OHH Tp & ata yh ati ia 1) peeve
Slide 23: Mite chHkCOREEH®
STAR Mite chHkCOREEH® - Y-VYYaAyvIOPBRMEROMAT. BHBEVRAETIL KYU SNVY YAY SEOMMEB (fA. %) > Y-Vy yay 7BEO2009/1 1H Flat 21.7% EHRL, REBNBEEOTBREZ3% 90 20; 19.0% pooann aan ' ! ALBAN (%) 15.1 i] 12.4 | 11.6 14.4 we Lealas (EH) i] i] i} I H H | | me LHS (A) H 1 I I 2008/1 1#8 | 2009/11#8 | 2010/1188 201
Slide 24: Me HB ORRD
Me HB ORRD - RAPRISEREAANO. 1, BEL EILAT SOBADS dat CRATE (SHALL) Sai = Wi — ABR — BEIZL 1083 2020/1 188 eect 2020/1 188 SERRA BRT DE BENITA b BER RIAD RABE (OH) aC) T ERPS. 2020511 AAR MICE IS SARA Ble MR ings All Rights
Slide 25: MON WERDER =
MON WERDER = HOLDINGS - 1RRMCORLIFICKO. talcaeentem—hIAUA SJB BUS ea SRE SHA Beat AL 2 San ones Zot 13.9% Rae Res BS 21.1% Bilis, Mets LS SA:\/ ewes, JO Ss SHER 6.2% see Mem PARIINIL 14.7% RE Ihe RRB (KA) 4.8% | HMO, IRR, ARB = A SRO BIBS RRM (SER< EA) 29.7% eT 66.70 © i 29.8 00, HEE. PRE. FRB (MOSK
Slide 26: Ma SSHORRS
Ma SSHORRS HOLDINGS - HSVicm< PHENSHHTIV-FOEVRA FO-INIVEBOSNKEYRAEFIL HSRMEH: UREA R Ned 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 hERICHIST/NK-
Slide 27: ESG
STAR MICA HOLDINGS 4. ASykxXyYk (ESG) opyright mica Holdings All
Slide 28: Governance
PLS HRD : KHERRODILF v—€ MICA BZ | Governance 4, ASyhxYb - BREORBUANTYVAPHERRAOMEICEO,. BMBOMHFEHRT Shida FI 7 OMe BE F-hI-J7eBS BUIYIZTPYA We iaFAL Te KUED ERE TES SSH Me 34/4 Bit AY-hI-IJORR UBER (EO SHR OT EM sok - 29 een Det EME = HRORMUSIOH MBA ) 299K ST MERISS sR CORAM TOR - = L xHO"* zs B+HBO
Slide 29: 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 + Be PBkEeSo5T 1 actin BEV Y aye UTBML TED. BIC ED. MEMCORS=—X {EU "HEEERL <TH let LIEU mR BAB, Kyles Arp HUB ICH< ayAERE BAS YRAZ ; BUBB ES PERAK SS BES DK
Slide 30: Environment
Rien MRO: S51 DS TOT) E . ee SORE nvironment - GUAR. BRPUSORRERTEYRAETIL EVES TEO Mt bic RR BK TIMES RMTIBO 7~ OMIA HES, (BAIS 1 Bl) “ ~ 81.0% 85.9% aa 69.8% A2I-—+VIA FINV-TF ; | seme {foDSiaos fv \ | | GEBS “HeoeR \ | \ \ RRA ROXKEW | | Go1a) G58 ois ora) (REDHERAF td } (UF) BEAR SIE REET 9, SREST
Slide 31: Shareholder returns
STAR MICA HOLDINGS 5. REIT
Slide 32: MICA Bseg ri Eee —
STAR MICA Bseg ri Eee — HOLDINGS: 5. RET - SRISMMEBLUREMBEOLO-BORMLCEN 2020/1184 2021/1 1HALLEOAE 9.1% ROEO### - HE 6 BRNO—MMLic & 3 AHN EseMN 4.4% MR, REMC SEH x MA - RERONSY ZEB 0.52[8 WA~ RK COBRMM OAL LNbYyD 4 Of= LNLYD ER (518) KBBLI, res “VIA BT AReEP De LEASE ” DBASE (ROE) - YMRS + MEHR 2 SEE
Slide 33: MICA MCs parce aCe)
MICA MCs parce aCe) 5. ET PAGRiae A RICO PRMeELAELE CED 5S, BHOPRAYMHAI21.5% FAABCHOWECICOW Td. ACA MSR ROH O Alm Rin SE A TC HBT <MeEC YEE (%) > 33.7% 28.8% . () 21.0% 21.5% 17.9% 2013/11 2014/11 2015/11 2016/11 2017/11 2018/11 2019/11 2020/11 2021/11 7.579 9.0F9 14.579 23.0F1 26.07 (if) (#48) 1 ie
Slide 34: Pre eETIE (A CHRStIVE)
Pre eETIE (A CHRStIVE) - BACHE THORMOHBRHERML, RN 6BAeMS - IAARAMD CHRSMBEIEO, KEBTICBOS HH FNiSHAlal (#7EN—Z) ARSED OL INAS HA 20214248 1H~ 202147218 Ris : 250,000Kk Rie : 299,885,700 mg | 2021%7A21B~ , #7 | 2021435188 Ris : 237, 500k Rie : 299,917,700 it : 487,500% it : 599,803,400F9 tay| 20218A26
Slide 35: Shareholder composition
STAR [esta Wee (202125531 BA) <= - 60004 @HASHAREM, RERECLTHHRAERA - BORER N20%, FO—NLIcBAMANSSYHTILD-—FOEVRA GOVERNMENT OF NORWAY: - : 2.5% BARB ~ STATE STREET BANK AND TRUST COMPANY 505019+ + + 2.1% 20.1% - JP MORGAN CHASE BANK 380646: - - 2.0% - SHER (RE) ZE-WEPYTIPYE + + + 1.6% EIN - XIEARRE | 6
Slide 36: MICA
STAR MICA HOLDINGS 6. ate opyright mica Holdings All
Slide 37: Company profile
STAR eS ceal We (202145831 BRE) Bite ZI-— + VAN H-WF 4 YVIARASH RRA RAM KA Bee 19987A24H YIRVYYaAVBR. TYNALAYEBRRUP EIN FU BRERA S TN-7FE4OPERR, TESS ir £% 2019468148 thee Rais (GESAI—K 2975) EBA 21018 RI— + VAAKRNSH. AI— + VIA PRYbRVRYAY hRASH, TIb- Fatt RO-— + VAN LYFYARASH. AI—+ VIA FONT 4 RASH,
Slide 38: Contact
Mae SHWapes HOLDINGS STAR | RI—* VIA Hh VIRB STARMICA HOLDINGS BS > RE 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. BRATRORBCBISTEDN