Orix Corporation · TSE:8591
Orix — Investor Day (2026)
11 slides from Orix's investor day presentation, Jul 22, 2026
Slide 1: ORIX Investor Day 2026 USA & Europe Business Unit
ORIX Investor Day 2026 USA & Europe Business Unit Terry Suzuki COO, USA & Europe Business Unit ORIX Investor Day 2026 0 Copyright © ORIX Corporation All rights reserved.
Slide 2: ORIX USA: 45+ Years of Building in the U.S.
ORIX USA: 45+ Years of Building in the U.S. Over 45+ years, ORIX USA has grown organically and through acquisition into an integrated private markets platform — scaling to ~$32Bn in 3rd party AUM across market cycles 1981–1990 1991–2000 2001–2011 2012–2016 2017–Present U.S. Entry & Capital Markets P
Slide 3: ORIX USA: Recent Performance
ORIX USA: Recent Performance FY26.3 weakness reflects one-time legacy impairments. Expectation of a brighter outlook ahead ORIX USA Segment Profits 11 ($MM) One-time reset, not a trend FY26.3 earnings were depressed by non-cash impairments 263 of legacy assets 194 40 444 116 75 219 55 179 84 Activel
Slide 4: ORIX USA: Focus Areas Today
ORIX USA: Focus Areas Today Focus on three alternative asset classes in the middle market Private Credit Private Credit Real Estate Corporate Asset Based Lending Cash-flow, enterprise value, and Collateral, asset, or project Equity and debt solutions focused sponsor-supported credit cashflow driven
Slide 5: Hybrid Model
ORIX USA: Hybrid Model Focus on building NIM and recurring gains from balance sheet deployment, while creating fee leverage from asset management to earn higher ROE Illustrative Example OLD M O DE L ( ～ 2019) N E W M O D E L ( 2 0 2 0 ～) Balance Sheet Only Asset Light – GP + Third-Party $2Bn $20Bn B
Slide 6: ORIX USA and ORIX Europe Combination
ORIX USA and ORIX Europe Combination Private and public asset managers with combined Assets of over USD 500Bn (Top 30 globally) ORIX USA ORIX Europe Primary Focus Private Assets Public Assets Private Credit / Real Estate / Private Equity Equities / Fixed Income 3rd Party AUM (Committed-basis) USD 32
Slide 7: Combined Global Network
Combined Global Network Global footprint spanning over 25 locations among ORIX USA and ORIX Europe Sweden Norway Finland Iceland United Kingdom Denmark Netherlands Canada Belgium Germany/Austria Chicago Switzerland Boston U.S.A Spain/Portugal Italy China Japan France Dallas New York Shanghai UAE Hon
Slide 8: Unlocking Synergies: ORIX USA and ORIX Europe
Unlocking Synergies: ORIX USA and ORIX Europe Five priority areas where ORIX USA and ORIX Europe can create value together Distribution Joint Product Knowledge Markets U.S. Activity Partnership Development Sharing Expansion Support Strengthen joint Products built on Exchange insights Grow private ma
Slide 9: Europe: Growth Opportunities
ORIX Europe: Growth Opportunities Fundamental & quant investing Value equity investing Grow ETFs, Next-gen Scale AUM by leveraging Indices & Private Debt, key sub advisory APAC partnerships Systematic trading strategies “Manager-of-managers” Deliver investment Become top ETF issuers; performances, d
Slide 10: Copyright © ORIX Corporation All rights reserved.
9 Copyright © ORIX Corporation All rights reserved.
Slide 11: 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,