Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (December 2022)
10 slides from Mitsui & Co.,ltd's investor day presentation, December 2022
Slide 1: Representative Director, President and CEO Kenichi Hori
Representative Director, President and Chief Executive Officer Kenichi Hori
Slide 2: Our Value Creation and Business Model
Our Value Creation and Business Model ◆ Leverage existing business portfolio as foundation for new business ◆ Develop businesses by combining knowledge across multiple industries Cross-industry initiatives providing real solutions to social issues Forming cross-industry business clusters Peripheral
Slide 3: Review of Medium-term Management Plan 2023 (1): Summary
Review of Medium-term Management Plan 2023 (1) Summary ◆ Steady and consistent growth of earnings power, rising significantly of late Core Operating Cash Flow and Market Trends (Billion ¥) (US$) 1,200 180 1,000 Higher 150 800 Earnings Power 120 600 90 400 60 200 Stable Cash Flow 30 even during marke
Slide 4: Review of Medium-term Management Plan 2023 (2): Global Diversification
Review of Medium-term Management Plan 2023 (2) Global Diversification ◆ Profitability stems from diverse business portfolio across multiple industries ◆ Global diversification is increasingly important in mitigating geopolitical risks ◆ Overseas affiliated companies’ profit contribution over 80% in
Slide 5: Review of Medium-term Management Plan 2023 (3): North American Portfolio
Review of Medium-term Management Plan 2023 (3) North American Portfolio ◆ A wide spectrum of businesses, including automobiles, LNG, grain, feed additives, tank terminals, ammonia manufacturing, etc Profit in FY23/3 * ◆Manufacturing and sales of feed additives, such as methionine ◆Diversified intern
Slide 6: Active Reallocation of Resources (1): Asset Recycling
Toward further improvement of corporate value (1) Active Reallocation of Resources Investment & Monitoring ◆Rigorous investment discipline ◆Enhanced monitoring of executed investments Asset Recycling Constant asset recycling 〔5-year average〕 (Billion ¥) 400 Investment cash flow (cash in) Profit from
Slide 7: Active Reallocation of Resources: Reallocation to Growth Investment
Toward further improvement of corporate value (1) Active Reallocation of Resources Active Reallocation of Resources Management reallocates funds from Accelerated inter-group recycling to growth investment transfer of talent across the group across industrial and national boundaries Securing stable s
Slide 8: Growth Investment: Healthcare/Nutrition
Toward further improvement of corporate value (2) Deepening of Strategic Focus areas: Growth Investment Healthcare/Nutrition ◆ We will provide added value to the established stable supply structures, such as the reduction of environmental impact, productivity improvements, health promotion, and resp
Slide 9: Shareholder Returns
Toward further improvement of corporate value (3) Shareholder Returns ◆ Increased shareholder returns over the past 20 years, dividend CAGR of 15% ◆ We will continue to pursue both growth investments and shareholder returns through our “Transform and Grow” strategy Total shareholder returns as a per
Slide 10: 360° business innovation.
360° business innovation. MITSUIECO.