Japan Post Holdings Co., Ltd. · TSE:6178
Japan Post — Non-Deal Roadshow (July 2021)
22 slides from Japan Post's roadshow presentation, Jul 6, 2021
Slide 1: Briefing Materials for Japan Post Group Small Meeting (About Japan Post Co.)
Briefing Materials for Japan Post Group Small Meeting （About Japan Post Co.） July 6, 2021
Slide 2: Japan Post Group Small Meeting (Japan Post Co.)
Japan Post Group Small Meeting (Japan Post Co.) Date: Tuesday, July 6, 2021 Time: 13:00-14:00 Presenters: Japan Post Co., Ltd. KINUGAWA Kazuhide President & CEO (Representative Executive Officer) TATEBAYASHI Satoru First Executive Officer (Representative Director) KANEKO Michio First Executive Offic
Slide 3: Japan Post Co. Performance and Outlook
Postal and Domestic International Post Office Japan Post Co. Performance and Outlook Logistics Business Logistics Business Business 《Japan Post Co. Operating Income by Business Segment*》 （billion yen) 160 147.5 Postal and Post office International 郵便・物流 domestic logistics 郵便局窓口 国際物流 business busines
Slide 4: FY2021-2025 Outlook for Postal and Domestic Logistics Businesses
Postal and Domestic FY2021-2025 Outlook for Postal and Domestic Logistics Businesses Logistics Business Shift management resources to package delivery field through an integrated review of products, services, and operations. Faster decline in the volume of ✔ Use digitalized information to boost mail
Slide 5: Reviewing Postal Services Based on the Revised Postal Act
Postal and Domestic Reviewing Postal Services Based on the Revised Postal Act Logistics Business Following the enforcement of the revised Japan Postal Act, we intend to suspend postal deliveries on Saturdays and to delay delivery dates for standard mail and Yu-Mail from October 2021 onward. By r
Slide 6: New JV Funded by Japan Post Co. and Rakuten
Postal and Domestic New JV Funded by Japan Post Co. and Rakuten Logistics Business We established a jointly funded JV with Rakuten to promote logistics digital transformation (DX). We intend to build an efficient, highly convenient logistics DX platform and ultimately create an open platform that
Slide 7: Using Drones for More Effective Transport and Delivery
Postal and Domestic Using Drones for More Effective Transport and Delivery Logistics Business Over the JP Vision 2025 period, we will perfect our role as essential social infrastructure for daily living based on our nationwide network of post offices and logistics services. As part of that initi
Slide 8: Telematics-driven Delivery Communication Support Tools
Postal and Domestic Telematics-driven Delivery Communication Support Tools Logistics Business To facilitate efficient delivery operations, we are reviewing delivery areas and delivery routes using telematics* (Japan Post Co. uses the Delivery Communication Assist Tool (Dcat) app). Since April 20
Slide 9: Earnings Outlook for Post Office Business
Post Office Earnings Outlook for Post Office Business Business Commissions from two of our financial partners to the post office business are expected to decrease by FY2025 （billion yen） 1,500 1,362.5 1,298.7 1,243.4 209.2 Illustration 186.9 176.0 194.5 1,000 198.0 200.5 Other income Postal 369.7
Slide 10: Initiatives to Boost Productivity
Postal and Domestic Post Office Initiatives to Boost Productivity Logistics Business Business Boost efficiency by fully implementing measures including P-DX promotion, operational reforms, and digitalization of post office operations. We are expecting a 30,000 personnel or 8% decrease in our wor
Slide 11: More Flexible Post Office Opening Hours
Post Office More Flexible Post Office Opening Hours Business We are considering offering more flexible post office opening hours to suit local customer needs in order to preserve our post office network in the face of rapid environmental changes, such as concentrated urbanization, depopulation of
Slide 12: Provide Regionally Tailored Services, Create New Businesses
Post Office Provide Regionally Tailored Services, Create New Businesses Business We will strive to provide locally tailored services and create new businesses by collaborating with local governments and companies outside the JP Group. Winning administrative work contracts from local Business c
Slide 13: Transition to an Asia-focused Management Structure
International Transition to an Asia-focused Management Structure Logistics Business We will reduce costs by withdrawing from unprofitable businesses and streamlining other businesses with the aim of returning to a net profit after tax (NPAT). We will move away from a business model dependent on
Slide 14: Japan Post Co. Investment Plans
Postal and International Domestic Post Office Japan Post Co. Investment Plans Logistics Business Logistics Business Business During the JP Vision 2025 period, Japan Post Co. plans to invest roughly 1 trillion yen in P-DX*, operational reforms (IT, facilities, equipment), and the digitalization of
Slide 15: Appendix
Appendix Copyright © JAPAN POST GROUP. All Rights Reserved. 14
Slide 16: Unit Parcel Price [Yu-Pack] [Yu-Packet]
Unit Parcel Price [Yu-Pack*] [Yu-Packet] （Yen） （Yen） 800 300 700 671 200 185 188 623 651 151 600 100 500 0 2018 2019 2020 （FY） （FY） 2018 2019 2020 *Yu-Pack does not include Yu-Packet Copyright © JAPAN POST GROUP. All Rights Reserved. 15
Slide 17: Postal Network Overview
Postal Network Overview Transport between regional Regional distribution offices Regional ○Number of post offices distribution distribution ➢62 regional distribution office office offices ➢3,187 postal depots ○Transportation method *As of end of March 2021 ➢Truck deliveries ○ Truck delivery runs are
Slide 18: Regulations under the Postal Act
Regulations under the Postal Act Regulations concerning postage charges Level of universal service Installing mailboxes as a simple, easy way to send mail anytime Postage Charges (Postal Act, Article 3) <Postal Act, Article 70-3-2; Ordinance for Enforcement of the Postal Act, Article 32-2 (Approval
Slide 19: Revisions to Prices and Postal Charges
Revisions to Prices and Postal Charges Implementation Targeted Post Outline Impact Period Approx. 10.0 billion yen increase 2019 New Year’s • Revised charges for second-class mail (New Year’s in revenue Approx. 2.1 billion items card postcards) (real increase approx. 2.0 billion yen) Approx. 8.0 bil
Slide 20: Notes
Notes Copyright © JAPAN POST GROUP. All Rights Reserved. 19
Slide 21: Notes
Notes Copyright © JAPAN POST GROUP. All Rights Reserved. 20
Slide 22: For inquiries about this document, please contact Japan Post Holdings IR Office
For inquiries about this document, please contact: Japan Post Holdings Co., Ltd. IR Office Email: irshitsu.ii@jp-holdings.jp <Disclaimer> This document contains forward-looking statements regarding the outlook and targets of the Japan Post Group and its group companies. These statements are based on