Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (2024)
11 slides from Mitsui & Co.,ltd's investor day presentation, Dec 10, 2024
Slide 1: Mitsui & Co. Investor Day 2024 Growth Strategy
Mitsui & Co. Investor Day 2024 Growth Strategy Representative Director, President and Chief Executive Officer Kenichi Hori Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. MITSUI&CO.
Slide 2: Growth Strategy Framework
Growth Strategy Framework > Investments for growth Generate cross-industry premiums by forming business clusters in familiar areas of business and their adjacent domains e Pursue strategic initiatives in growth areas with substantial upside potential, while effectively managing highly scarce goods a
Slide 3: Enhancement of Business Portfolio and Asset Recycling
Enhancement of Business Portfolio and Asset Recycling > @ Improving and expanding the business portfolio through continuous asset reconfiguration Business portfolio improvement Continuous asset reconfiguration © Stronger focus on portfolio review Priorities Management selection of investments and di
Slide 4: Strengthening our Global Earnings Base
4 Strengthening our Global Earnings Base A @ Progress in expansion of earnings base in each region, building a globally diversified business portfolio @ Leveraging our global matrix structure to identify business opportunities and manage risk 1,063.7 snspy Asia Pacific 418.5 enspy 46x Americas 27% F
Slide 5: Growth Driver: LNG
Growth Driver E] LNG > MITSUI&.CO. @ Track record: Expanded earnings base building upon globally diversified LNG business portfolio @ Growth strategy: Further expansion of LNG earnings base, leveraging partnerships and comprehensive strengths LNG business Equity share of LNG production capacity ay A
Slide 6: Growth Driver: Mobility
Growth Driver Mobility > @ Track record: Achieved global business expansion by leveraging our solid relationships with leading partners in respective industries @ Growth strategy: Enhance competitiveness of existing businesses through middle game initiatives and form business clusters through growth
Slide 7: Growth Driver: Protein and Healthcare
4 Growth Driver @ Protein and Healthcare > @ Protein: Acquired core assets in shrimp and chicken businesses. Synergy creation and value enhancement of the entire cluster, combining with feed and breeding @ Healthcare: 5x EBITDA growth in IHH since investment. Continued expansion and competitiveness
Slide 8: Growth Driver: Protein and Healthcare
Growth Driver @ Protein and Healthcare > @ Protein: Acquired core assets in shrimp and chicken businesses. Synergy creation and value enhancement of the entire cluster, combining with feed and breeding @ Healthcare: 5x EBITDA growth in IHH since investment. Continued expansion and competitiveness en
Slide 9: Growth Driver: Protein and Healthcare
4 Growth Driver @ Protein and Healthcare > @ Protein: Acquired core assets in shrimp and chicken businesses. Synergy creation and value enhancement of the entire cluster, combining with feed and breeding @ Healthcare: 5x EBITDA growth in IHH since investment. Continued expansion and competitiveness
Slide 10: Improvement of Corporate Value and Continuous Enhancement of Shareholder Returns
Improvement of Corporate Value and & Continuous Enhancement of Shareholder Returns “ees @ Continue to improve corporate value and enhance shareholder returns through execution of our growth strategy Shareholder returns outlook as a % of Core Operating Cash Flow Bn JPY) y ey over 45% (Yen) 800 700 |
Slide 11: 360° business innovation.
360° business innovation. MITSUIECO.