Daiichi Life Group. Inc. · TSE:8750

Daiichi Life — H1 FY2012 Earnings Presentation

51 slides from Daiichi Life's earnings presentation, Nov 20, 2012

  1. Slide 1: 2012

    OSILA. AZBELABSAS. 2012 11 20

  2. Slide 2: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  3. Slide 3: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  4. Slide 4: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  5. Slide 5: HES a

    OSILA. AZBELABSAS. HES a | |

  6. Slide 6: TAL

    12/3 13/3 12/3 13/3 12/3 13/3 12/3 13/3 2Q 2Q 2Q 2Q 2Q 2Q 2Q 2Q 1 TAL

  7. Slide 7: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  8. Slide 8: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  9. Slide 9: WbBEA AZFZLABHCES.

    WbBEA AZFZLABHCES.

  10. Slide 10: TAL Limited

    1 2012 TAL TAL Limited TAL Dai-ichi Life Australia Pty Ltd TAL Limited TAL Dai-ichi Life Australia Pty Ltd

  11. Slide 11: EEV

    +49 +1,668 +48 +798 30,000 ±0 26,366 32 24,848 3,772 278 20,000 10,000 12/4 12/9 18,456 0 14 92 188 48 6 142 0 18,245 7,910 798 63 1,576 188 0 26 3,630 278 6,603 26,366 798 49 1,668 0 48 32 3,772 278 24,848 26,990 699 10 1,629 0 63 1 3,817 288 25,285 1,222 1 17 43 0 16 4 30 2 1,231 1,266 97 23 0 0 1

  12. Slide 12: 12/3 13/3 15,739 15,238 4.41% 5.24% 0.83 12/3 13/3 12/3 13/3 12/3 13/3 609

    12/3 13/3 694 798 104 15,739 15,238 500 4.41% 5.24% 0.83 12/3 13/3 12/3 13/3 12/3 13/3 609 699 89 13 1 11 72 97 24 14,082 12,620 1,462 1,224 1,810 586 554 987 433 1.21 0.99 3.23 4.33% 5.54% 1.09% 0.11% 13.11% 9.88%

  13. Slide 13: World insurance in 2011

    2011 (1) (2) : 821 2 6,269 900 309 300 234 538 200 826 20.5% 100 43 31.5% 0 (3)(4) 20.0% 4.0% 525 8.0% 6.0% 5.8% 6.2% 5.5% 5.5% 5.9% 105 4.3% 6.0% 5.4% 5.4% 5.1% 8.0% 4.0% 2.6% 6.7% 4.0% 2.3% 2.3% 2.3% 2.2% 114 2.2% 1.8% 2.2% 2.0% 1.7% 135 210 0.0% 175 10 FY09FY10FY11 FY09FY10FY11 FY09FY10FY11 FY09F

  14. Slide 14: 2,500 ( ) ( ) ( ) 2,000 1,877 1,581 1,500 (11/12 ) 1,189

    2,500 ( ) ( ) ( ) 2,000 1,877 1,581 1,500 (11/12 ) 1,189 (10/12 ) 1,000 (09/12 ) 798 694 (11/11 ) 472 500 (10/11 ) 333 (09/11 ) 0 10/3 11/3 12/3 13/3

  15. Slide 15: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  16. Slide 16: OSILA. AZBELABSAS.

    OSILA. AZBELABSAS. 15

  17. Slide 17: 12/3 1.2% 5.3% -0.3% 2.6%

    12/3 1.2% 5.3% -0.3% 2.6%

  18. Slide 18: New Initiatives Growing Contributor Unattractive

    New Initiatives Growing Contributor DIAM Unattractive Profit Center &

  19. Slide 19: WbBEA AZFZLABHCES.

    WbBEA AZFZLABHCES. (1) Titi

  20. Slide 20: AUM

    WbBEA AZFZLABHCES. SD E— EEE 16/3 70 80 13/3

  21. Slide 21: ALM

    OSILA. AZBELABSAS. SD E— EEE 99.95%

  22. Slide 22: 3.24% 3.18% 3.13% 3.14% 3.01% 2.96% 2.89% 2.81% 2.72% 2.70% 2.73% 2.56% 2.46% 2.38%

    3.24% 3.18% 3.13% 3.14% 3.01% 2.96% 2.89% 2.81% 2.72% 2.70% 2.73% 2.56% 2.46% 2.38% 1,220 828 903 914 648 426 11 1,861 1,042 961 1,126 1,059

  23. Slide 23: ee ES

    OSILA. AZBELABSAS. ee ES

  24. Slide 24: 2012.9 1.7 2011 2012.2Q

    2012.9 1.7 2011 285 7 52 157 82 2012.2Q 81 4 15 70

  25. Slide 25: gear

    OSILA. AZBELABSAS. gear Ooo 2011 11 E c Tngaunsus:duB50 ouea nee

  26. Slide 26: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  27. Slide 27: 14.7% 15.7% 16.7% 18.1% 19.7% 20.0% 22.4% 22.6% 22.7% 22.6% 22.7% 22.7% 3.8% 3.6%

    14.7% 15.7% 16.7% 18.1% 19.7% 20.0% 22.4% 22.6% 22.7% 22.6% 22.7% 22.7% 3.8% 3.6% 3.5% 3.3% 3.4% 3.5% 3.1% 3.1% 3.4% 3.3% 2.9% 3.1% 3.2% 3.3% 3.3% 3.3% 4.4% 4.3% 3.2% 3.2% 4.3% 4.1% 4.0% 4.1% 4.0% 3.6% 3.6% 3.5% 5.4% 3.9% 3.8% 5.2% 5.1% 5.0% 4.9% 4.6% 4.5% 4.6% 4.5% 5.3% 5.7% 5.7% 6.4% 6.2% 6.0% 5.6

  28. Slide 28: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE Fo -D-F XFYNILI-IL Aww XFPNILI-IL A.»

  29. Slide 29: OSILA. AZBELABSAS.

    OSILA. AZBELABSAS.

  30. Slide 30: 43,480 43,857 30.9 42,708 42,820 43,270 30.2 25.8 26.4 25,816 15.7 24,644 25,307 23,420

    43,480 43,857 30.9 42,708 42,820 43,270 30.2 25.8 26.4 25,816 15.7 24,644 25,307 23,420 23,955 13.6 14.2 12.6

  31. Slide 31: 5.79 5.60 84.6 86.0 82.6 78.9 4.66 4.69 20.9 22.2 24.4 10.0 18.9 10

    15 5.79 5.60 6 84.6 86.0 82.6 78.9 4.66 4.69 5 20.9 22.2 24.4 10.0 18.9 10 4 1.9 3.2% 3 2.2 1.8 1.7 60.0 61.7 62.4 61.6 5 5.6% 2 1.8 1.8 2.4 1.8 1.7 1.6 1 2.6 1.7 1.8 1.7 0 0 09/3 10/3 11/3 12/3 13/3 1998

  32. Slide 32: 2,000 1,600 1,539 1,556 1,550 1,500 1,373 1,500 1,450 48 1,000 1,400 1,560 1,551

    1 2,000 1,600 55 1,539 1,556 1,550 144 1,500 1,373 1,500 128 1,450 48 1,000 1,400 1,560 1,551 1,560 1,350 500 1,385 1,551 12/3 2Q 487 13/3 2Q 313 1,300 0 1,250 11/3 12/3 13/3 2Q 2Q 2Q 1,200 12/3 2Q 13/3 2Q 1 +

  33. Slide 33: 4.9 5.7 5.2 4.6 3.7 4.3 4.1 4.2 4.3 4.1 4.0 4.3 4.6 4.9

    1 1 2 4.9 5.7 5.2 4.6 3.7 4.3 4.1 4.2 4.3 4.1 4.0 4.3 4.6 4.9 5.0 4.8 5.0 5.2 7.5 6.6 8.5 14.9 9.9 11.0 4.8 5.0 4.9 29,884 3,820 5.5 4.8 8.3 12.8% 9.1 7.5 12.1 8.6 9.9 1.5 1.7 1,892 6.3 1.3 1.5 10.6 7.3% 1.2 11.2 26,064 1.3 14.7 13.0 12.2 24,172 5,015 15.3 20.8% 2,409 12.6% 75.3 838 4.4% 19,156 64.1

  34. Slide 34: (2) 3.6% 3.8% 2.6% 1.4% 3.4% 3.9% 3.2% 6.9% 9.0% 7.2% 13.9 3.5 13.8%

    (2) 3.6% 3.8% 2.6% 1.4% 3.4% 3.9% 3.2% 6.9% 9.0% 7.2% 13.9 13.5 13.8% 15.4% 8.7% 5.6% 5.9% 12.5 4.1% 4.2% 5.6% 11.8 11.5 7.9% 6.2% 12.7% 9.3% 13.3% 13.6% 16.4% 1 67.2% 69.9% 2.6 2.4 62.9% 3.6 54.4% 57.8% 2.4 2.8 7.5 6.8 7.5 6.9 7.7 8.2 9.4 5.1 5.7 6.8

  35. Slide 35: / 547.7% 575.9% 588.9% 600% 400% 3.0 3.6 3.7 200% 0% 0 11/3 12/3

    / 1 1 547.7% 575.9% 588.9% 600% 6 400% 4 3.0 3.6 3.7 200% 2 0% 0 11/3 12/3 12/9 575.0 1 2012 3

  36. Slide 36: WbBEA AZFZLABHCES.

    WbBEA AZFZLABHCES.

  37. Slide 37: 6.0 8,000 5.0 6,000 4.0 3.0 4,000 2.0 2,000 1.0 0.0 /3 10/3 11/3

    1 1 6.0 8,000 5.0 6,000 4.0 3.0 4,000 2.0 2,000 1.0 0 0.0 09/3 10/3 11/3 12/3 12/3 13/3 2Q 2Q 09/3 10/3 11/3 12/3

  38. Slide 38: 10.3 9.9 9.5 7.5 0 40 2 20 0 0 09/3 10/3 11/3 12/3

    10 12 200 10.3 180 9.9 10 9.5 160 140 8 7.5 120 6 100 80 4 60 40 2 20 0 0 09/3 10/3 11/3 12/3 08/12 09/12 10/12 11/12 12/9

  39. Slide 39: WBIZLA, cD

    WBIZLA, cD sit ie) (8)

  40. Slide 40: IAG/NRMA

    OSILA. AZBELABSAS. oebbaa ( rT] 2 IAG/NRMA 1 1 i 1

  41. Slide 41: ee .

    OSILA. AZBELABSAS. ee .

  42. Slide 42: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  43. Slide 43: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  44. Slide 44: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  45. Slide 45: SD E— EEE

    OSILA. AZBELABSAS. SD E— EEE

  46. Slide 46: 12/3 13/3 2Q 2Q 12/3 12/9 ------------------------------------------------------------- 1

    1 12/3 13/3 2Q 2Q 12/3 12/9 ------------------------------------------------------------- 1

  47. Slide 47: SSS ts—S

    OSILA. AZBELABSAS. a SSS ts—S ee ee ee ns ee

  48. Slide 48: SSS hLhLmUmUCUCO

    OSILA. AZBELABSAS. 7 — = SSS hLhLmUmUCUCO

  49. Slide 49: (1)(2) (1) (2) 12/3 13/3 12/3 12/9 2Q 2Q

    (1)(2) (1) (2) 12/3 13/3 12/3 12/9 2Q 2Q

  50. Slide 50: HES a

    OSILA. AZBELABSAS. HES a neem 1,600 1,600 1,600

  51. Slide 51: IR 3780 6930

    OSILA. AZBELABSAS. IR 050 3780 6930

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