Arr Planner Co., Ltd. · TSE:2983

Arr Planner — Investor Presentation (April 2022)

42 slides from Arr Planner's investor presentation, Apr 27, 2022

  1. Slide 1: Arr planner Group

    Arr planner Group E¥HHRU RTA TEI S 2983 SES I—K : 2983 MST ILI ZY t— 20224745218

  2. Slide 2: AGENDA

    C1. shmz BO Hint SRORR CRS AGENDA 3. pe ee 4. Appendix

  3. Slide 3: Philosophy: All Satisfaction

    PHILOSOPHY All Satisfaction INTRODUCTION MISSION DESIGN TECHNOLOGY 3

  4. Slide 4: COMPANY OVERVIEW

    COMPANY OVERVIEW / ., . / 2003 10 / / / 306 ※2022 1 INTRODUCTION / 385,888 ※2022 1 / 13 3 / / 1 4

  5. Slide 5: Company history

    @1.ateme REM - FRXYN-BT *2022F5H1B RE cemecee THR tht temeete tH Brit 1997 BUKIVD ACHR) A 200 BRIS 1 THAR 1098 PARRAIAHE (IAI GR BUND ARE ARIE) dose MitShir RAUMIIRALIE AEE 2007 (H)P—WIBYF— + YYa-Yayk BoE 2007 (HR) PIL SY Ya-yarx aE (RUT IYF— RHE) Ait AE ALE (RPI FY +A) Ate RIAL 200% Sih MRA ALE 201

  6. Slide 6: Synergy Innovation

    分譲住宅 注文住宅 不動産仲介 Synergy & Innovation 注文住宅 中古住宅流通 98.3 注文住宅 エクステリア リノベーション リフォーム 6

  7. Slide 7: NEW OPEN

    NEW OPEN 1 NEW OPEN 1 1 4 2 2 2 1 1 3 3 2 2 4 4 5 3 3 5 5 6 6 3 2 10 7 7 8 8 ※2019 7 9 9 7 10 8 6 6 11 1 3 3 12 11 2 4 12 9 3 4 12 2 2 1 1 4 2 5 3 2 11 5 5 9 8 2023年1月期 2023年1月期 2 3 10 9 7

  8. Slide 8: 1.8% 0.1 2.3% 2.3 5.3% 28.8% 2022 2022 28,057 61.8% 97.6 No.1 ※2021 TACT

    1.8% 0.1 2.3% 2.3 5.3% 28.8% 2022 1 2022 1 28,057 61.8% 97.6 No.1 ※2021 TACT 2020 8

  9. Slide 9: CAGR 2019.1-2023.1

    CAGR 2019.1-2023.1 （計画） 33,500 CAGR 2019.1-2023.1 （計画） 1,650 + 19.1% 28,057 + 21.3% 1,519 22,012 19,183 16,635 762 687 625 2019.1 2020.1 2021.1 2022.1 2023.1 2019.1 2020.1 2021.1 2022.1 2023.1 （計画） （計画） 2022 1 2023 1 9

  10. Slide 10: CAGR 2016.1-2023.1

    900 CAGR 2016.1-2023.1 （計画） 752 + 28.8% 599 535 423 474 426 325 306 219 199 241 99 153 71 329 365 34 255 274 207 227 170 119 2016.1 2017.1 2018.1 2019.1 2020.1 2021.1 2022.1 2023.1 （計画） 2022 1 752 900 10

  11. Slide 11: CAGR 2019.1-2022.1

    14,469 CAGR 2019.1-2022.1 CAGR 2019.1-2022.1 + 13.5% 7,485 + 30.5% 6,811 9,058 9,536 5,741 5,123 6,506 2019.1 2020.1 2021.1 2022.1 2019.1 2020.1 2021.1 2022.1 11

  12. Slide 12: 2023 182.05円 187.86円 ―円 15.00円 ―円 5.00円 ―％ 8.0％

    2023 1 182.05円 187.86円 ―円 15.00円 ―円 5.00円 ―％ 8.0％ 12 12

  13. Slide 13: AGENDA

    1. 2. AGENDA 3. 4. A p p e n d i x 13

  14. Slide 14: FEATURES AND STRENGTHS

    1. FEATURESS AND STRENGTHS 2. FEATURESS AND STRENGTHS 3. FEATURESS AND STRENGTHS 4. FEATURESS AND STRENGTHS 14

  15. Slide 15: https://www.arrgallery.jp/ https://www.arrgallery.com/ https://www.ienavi-studio.jp/

    1. https://www.arrgallery.jp/ https://www.arrgallery.com/ https://www.ienavi-studio.jp/ https://renotech.nagoya/ 15

  16. Slide 16: Web

    1. 79.2% 2021.1 46,540 45,048 46,540 2021.1 77.3 % +1.9pt Web 40,684 GROWTH UP + 21.1% 38,418 Web 36,… 2021.1 2022.1 31,899 GROWTH UP 30,165 28,511 26,908 23,493 25,185 Instagram 21,948 20,111 18,092 14,871 16,320 2021.3 13,301 11,488 + 553.5% +96.9% 9,769 8,607 7,560 7,122 7,146 GROWTH UP GROWTH UP

  17. Slide 17: EtH. BER. MIEMBROSTICCKEDOVSHOIALNI4*-VYAZSCBRLEBMD t

    EtH. BER. MIEMBROSTICCKEDOVSHOIALNI4*-VYAZSCBRLEBMD t TEMES OA BHL=F tt —CUSHBNITC, —B-me Bito . =e (arr catery PYt IRIGY SIL. CRDD ORE UES QFE yY > RHA LET J 9 HHEIE + Ee BRL DHE E O wy EOBLOYYFIIV B 9 MMORT YD v ILE BATBICE LI DHPC CNETHD ok NEMEEOZ RC SENSIS MOTH TY AUT 4) ERIAL. THY + RIC CRUISE

  18. Slide 18: ONE STOP PLATFORM

    3. 1. ONE STOP 2. PLATFORM 3. 18

  19. Slide 19: SPA FOR CUSTOMER

    4. SPA FOR CUSTOMER ONE STOP AND SYNERGY FOR FOR ARCHITECTURE THE LAND 19

  20. Slide 20: 426,000 1,500 1,200 285,000 6.1 z 141,000 300 50 42,000 2.0 179,000 0 0

    14 426,000 1,500 1,200 250 200 900 150 285,000 6.1 z 600 100 141,000 300 50 42,000 2.0 179,000 0 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 18,000 60,000 103,000 75,000 14 20

  21. Slide 21: 1,000 1,000 1,000 0 800 1,000 10.9 29.7 29.0 15.9 14.5 2.9 25.6 32.0

    400 400 600 800 1,000 400 600 800 1,000 400 600 800 1,000 600 800 1,000 10.9 29.7 29.0 15.9 14.5 2.9 25.6 32.0 19.5 14.5 0% 20% 40% 60% 80% 100% 0% 20% 40% 60% 80% 100% 0% 2000% 4000% 6000% 8000% 10000% 0% 2000% 4000% 6000% 8000% 10000% 20 40 400 800 21

  22. Slide 22: PERFORMANCE PRICE DESIGN

    PRICE 3,000 4,000 DESIGN 2,000 3,000 PERFORMANCE 1,800 2,500 1,200 1,700 22

  23. Slide 23: 2019 180.0 20,000 54,107 54,116 54,200 170.0 164.9 54,000 0.0 153.4 16,960 15,000 16,723

    2019 180.0 20,000 54,107 54,116 54,200 170.0 164.9 54,000 160.0 153.4 16,960 15,000 16,723 16,229 150.0 147.5 53,800 142.4 141.6 140.0 53,600 10,000 128.8 53,332 130.0 53,400 121.1 120.0 113.1 53,200 5,000 6,056 6,081 106.8 5,958 110.0 102.4 102.6 53,000 100.0 106.4 100.0 102.8 102.4 101.4 100.0 99.

  24. Slide 24: AGENDA

    1. 2. AGENDA 3. 4. A p p e n d i x 24

  25. Slide 25: GROWTH STRATEGY

    GROWTH STRATEGY 1. GROWTH STRATEGY 2. GROWTH STRATEGY 3. GROWTH STRATEGY 4. GROWTH STRATEGY 5. GROWTH STRATEGY 6. 25

  26. Slide 26: NEW OPEN

    1. 2023年1月期 NEW OPEN 1 2022.1 2 1 1 2 2 5,200 17,782 + 68.8% 3 3 3,079 3 2 261 GROWTH UP 2021.1 2022.1 2023.1 115 2022.1 2 3 2 1 3 45 2 1 1 68 + 69.1% 2023年1月期 3 24 70 GROWTH UP 8 44 1 7 2021.1 2022.1 2023.1 2019 10 26

  27. Slide 27: OPEN showrooms

    1 OPEN アールギャラリー「武蔵野展示場」 2022. 2022 OPEN 2022 OPEN ARR PLANNER DESIGN GALLERY 2022 OPEN 4 OPEN マチかど展示場 「杉並久我山の家」 2021. 2022 1 1 1 2023 1 3 27

  28. Slide 28: NEW OPEN

    2. 2023年1月期 1 1 NEW OPEN 2 2 3 3 4 4 2022.1 4 5 5 6 6 28,300 7 7 24,977 5 + 13.3% 21,750 17,782 8 8 9 9 10 GROWTH UP 11 7 7 12 2021.1 2022.1 2023.1 8 6 12 9 6 1 3 3 11 4 2 785 2022.1 12 2 4 1 4 684 5 5 591 + 14.8% 5 9 399 490 2023年1月期 8 2 324 GROWTH UP 10 9 267 285 295 2021.1 2022.1 2023.1 28

  29. Slide 29: OPEN showrooms

    2022 1 2023 1 9 OPEN アールギャラリー「小牧展示場」 2021. 2022 OPEN 2022 OPEN 1 OPEN マチかど展示場 「大府の家」「守山区吉根の家」「緑区上旭の家」 2022. 2022 1 1 3 2023 1 2 29

  30. Slide 30: MARKETING SERVICE PRODUCT

    3. MARKETING SERVICE PRODUCT 30

  31. Slide 31: Before After renovation

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  32. Slide 32: PIBF-AVFFTVA

    PIBF-AVFFTVA ( } e arr planner @ oroup 4et CHAS NEA -—F-BD5O O32 KR | BARYFESRA+ SEMI (ST ISTLNYA—) OB t OQ 4-F-BuUP TY RICA BBREST VI yT © ©) {EE RRA — =, FRAO REEC RDERRTS fe] EERB Arr planner [ \ BRCADO a 5 BRB \ ©. e EERWICH LU MERA a o' YJe-heYVISNR-vYayvy A-F-AMIGT FY 2022S Reta Pie a BR e Ot

  33. Slide 33: 6. 2020.1 2021.1 2022.1 2023.1 2020.1 2021.1 30 2022.1 47 2023.1 75 33

    6. 360 306 292 242 2020.1 2021.1 2022.1 2023.1 2020.1 5 2021.1 30 2022.1 47 2023.1 75 33

  34. Slide 34: | O23 KRRKK

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  35. Slide 35: AGENDA

    1. 2. AGENDA 3. 4. A p p e n d i x 35

  36. Slide 36: APPENDIX: SDGs

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  37. Slide 37: APPENDIX: SDGs initiatives

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  38. Slide 38: APPENDIX

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  39. Slide 39: APPENDIX

    @4. APPENDIX | BRT LOBES 29\0H GR ® Gast planner BES ZTSONR BUF AAAOREICOUT HHA I—TFid, SRHUMLACA WYSE SERRE. BRB: Mito MeRERUITERTMM + FHESRMSOMRE 1 5 LOOMS. HORERUSHMRNY SRSLLANFARSI 4 oTHOTHOET. H #7 )L-FORRANF AMR IS, 20221 AMAICSWT12,916R HAL GOTH), BRECK AOSANFRMHOWBIS, 20221 AMAICSEWT ST.3%CH

  40. Slide 40: INFORMATION

    https://www.arrplanner.co.jp/contact/ir/ INFORMATION https://www.arrplanner.co.jp/ https://ir.arrplanner.co.jp/ja/ir.html 40

  41. Slide 41: NOTES

    Qo Planner NOTES OBA OMRWICDWT ABS. HHEHOSSANE LTHHAERLESDOTHO, SHO HEH ORM KelsseTlt PLUADHACEMT SED TIHOIECA, ARRICHSWTHEVELELEBAS SUCRE, Ai Lta#ks (forward-looking statements) BART CNS, MECSITSRAA. FHRUVATSHSMEIBI< BOTH. RAVI CHSEOMMC IRE SBREHSSOTERIEZ AEST ENSVUAZAPCHBRIECS. MOSS SOLMRORR. RF.

  42. Slide 42: Arr planner Group

    mia TECHNOLOGY TYETYXTISOL—-CAR OFF hk = BBC SS Arr planner Group

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