Japan Post Holdings Co., Ltd. · TSE:6178

Japan Post — Investor Presentation (March 2025)

54 slides from Japan Post's investor presentation, March 2025

  1. Slide 1: BP BARE

    BP BARE

  2. Slide 2: 1

    1

  3. Slide 3: FPasem /

    FPasem /

  4. Slide 4:     2024/3 2025/3 2025 5,137 114,500 112,800 119,821 14,683 4.3% 100.2%

        2024/3 2025/3 2025 4 5,137 114,500 112,800 119,821 114,683 4.3% 100.2% 101.7% 1,462 8,100 7,600 6,683 8,145 21.9% 100.6% 107.2% 1,018 3,600 2,800 2,686 3,705 1 37.9% 102.9% 132.3% 1,519 4,474 5,994 2 34.0% 3

  5. Slide 5: FPasem /

    FPasem /

  6. Slide 6:   8,000 4.6% 5.0% 4.4% 7,000 4.5% 7,000 4.0% 6,000 4.0% 5,994 5,700

      8,000 4.6% 5.0% 4.4% 7,000 4.5% 7,000 4.0% 6,000 4.0% 5,994 5,700 5,000 3.0% 3.5% 4,000 4,474 3,705 3,800 3.0% 3,000 3,600 2.5% 2,686 2,000 2.0% 1,000 1.5% 2023 2024 2025 JP 2025 5

  7. Slide 7:   6,000 4,000 2,000 6,000 4,000 2,000 6

      200 6,000 150 4,000 100 2,000 50 6,000 0 0 4,000 2,000 0 6

  8. Slide 8: FPasem /

    FPasem /

  9. Slide 9:  

      8

  10. Slide 10: FPasem /

    FPasem /

  11. Slide 11: FPasem /

    FPasem / 10

  12. Slide 12:   8,000 4,000 6,000 3,000 4,000 2,000 2,000 1,000 11

     383  8,000 4,000 6,000 3,000 4,000 2,000 2,000 1,000 0 0 11

  13. Slide 13:             

                 12

  14. Slide 14: sane |

    sane | IPRROVAF 4 92% PP Bx@e 13

  15. Slide 15: ‘BHO SRL FRORR, RROFRE,

    ‘BHO SRL FRORR, RROFRE, BR-Bt, BHRPORR Hb itA 33

  16. Slide 16: FPasem /

    FPasem / 15

  17. Slide 17:            

                16

  18. Slide 18: Bete A

    BE Bete A a> <4 PeoUrge > saoKH tole n01m Fae ze Ae TERED oe q PREF ERR SScSTETN HOSeON SD BECO AE arame oy 17

  19. Slide 19: Gt ar Pin es)

    Gt 2 ar Pin es) BE JPOVAT1IR TOLL EP ome @ > vemiee72 907 rose => GS FPasem /

  20. Slide 20:   • • • • • • •

      • • • • • • • 19

  21. Slide 21:  

      20

  22. Slide 22: FPasem /

    FPasem / 21

  23. Slide 23:  4,143 1,234   20253  20253 2024

     42 4,143 1,234   20253  20253 2024 11 22

  24. Slide 24: Aflac Incorporated 659

    1,462 56 500 479 2025/3 91 884 3,705 2024/3 304 253 2,686 37 80 Aflac Incorporated 659 23

  25. Slide 25: 9,914 10,000 9,662 9,161 9,141 8,644 8,306 7,952 8,145 8,000 6,683 6,576 5,845 6,000

    9,914 10,000 9,662 9,161 9,141 8,644 8,306 7,952 8,145 8,000 6,683 6,576 5,845 6,000 4,819 4,996 4,908 4,960 4,420 4,555 4,115 3,791 3,942 4,000 3,739 3,561 2,866 3,457 2,648 3,092 2,797 2,000 1,798 1,681 1,611 1,702 1,491 1,435 1,175 854 423 522 796 21 25 0 16/3 17/3 18/3 19/3 20/3 21/3 22/3 23/3 2

  26. Slide 26: 6,000 5,016 4,794 4,837 4,606 4,259 4,182 4,310 4,143 4,000 3,527 3,550 3,561 3,250

    6,000 5,016 4,794 4,837 4,606 4,259 4,182 4,310 4,143 4,000 3,527 3,550 3,561 3,250 3,122 3,250 3,705 2,661 2,801 2,686 2,734 2,000 1,661 1,580 1,506 1,204 1,234 1,044 976 848 885 870 1,266 932 584 871 620 472 534 0 72 △ 42 △ 289 △ 2,000 △ 3,852 △ 4,000 16/3 17/3 18/3 19/3 20/3 21/3 22/3 23/3 24/3 2

  27. Slide 27: FPasem /

    FPasem / 26

  28. Slide 28: 1,237 1,022 5 383 688 27

    1,237 1,022 493 485 377 287 219 231 330 139 245 104 95 133 35 383 688 27

  29. Slide 29:  21/3 22/3 23/3 24/3 25/3 21/3 22/3 23/3 24/3 25/3 21/3 22/3 23/3

     651 188 646 66 638 640 181 178 65 65 65 624 175 173 64 21/3 22/3 23/3 24/3 25/3 21/3 22/3 23/3 24/3 25/3 21/3 22/3 23/3 24/3 25/3  665 178 176 175 66 66 66 66 637 638 174 65 65 173 173 173 64 626 172 62 624 630 610 622 4-6 7-9 10-12 1-3 4-6 7-9 10-12 1-3 4-6 7-9 10-12 1-3 4-6 7-9 10-12 1-3 4-6 7-

  30. Slide 30:              

                   29

  31. Slide 31:          

              30

  32. Slide 32:         

             31

  33. Slide 33:    33.4 10.0 9.7 35.0 32.5 31.5 30.1 30.1 29.9 30.3 7.0

       33.4 10.0 9.7 35.0 32.5 31.5 30.1 30.1 29.9 30.3 7.0 30.0 27.0 5.0 25.0 20.0 0.0 1Q 2Q 3Q 4Q 2023 2024 2023 2024 32

  34. Slide 34: ―   8,000 4,000 6,000 3,000 4,000 2,000 2,000 1,000

    ―   8,000 4,000 6,000 3,000 4,000 2,000 2,000 1,000 0 0 33

  35. Slide 35:   1,200 1,008 1,000 0 399 392 400 85 100 200 50 17

      1,200 300 1,008 1,000 250 219 814 800 180 200 600 139 150 399 392 400 85 100 200 50 17 0 0 2021 2022 2023 2024 2025 34

  36. Slide 36: FPaxem /

    FPaxem / 35

  37. Slide 37: FPaxem /

    36 FPaxem /

  38. Slide 38:  

      37

  39. Slide 39: +. yyy ¥Y¥ > Ys SS YY

    +. yyy ¥Y¥ > Ys SS YY s FPaxem / 38

  40. Slide 40: SSS 8S SSK SES

    SSS 8S SSK SES SSS RSS FPasem / 39

  41. Slide 41:   2,952 2,934 2,909 2,808 3,000 3,030 1 40

      260 285 315 320 373 332 2,952 293 2,934 2,909 2,808 3,000 3,030 1 40

  42. Slide 42: BP Epa

    BP Epa 1 BP 555885 PP pallet FPasem / 41

  43. Slide 43:         

             42

  44. Slide 44:      

          43

  45. Slide 45:   • • •         

      • • •          44

  46. Slide 46: FPaxem /

    FPaxem /

  47. Slide 47: FPasem /

    FPasem / 46

  48. Slide 48:      • • •  • • • • •

         • • •  • • • • • • • • 47

  49. Slide 49:        •  •  

           •  •   48

  50. Slide 50:     

         49

  51. Slide 51: sample

    o ley<ae mca »- 400 pt SR cmeseee q saseeny auseor BSa8 =) ernseace new! BEBTTVOX9YO—-Kls&cbd T «€ App Store Google Play O-K THANES App Store Google Play

  52. Slide 52: Sethe eet

    Sethe 2 eet Pass / 51

  53. Slide 53: 21.3 22.3 23.3 24.3 25.3

    21.3 22.3 23.3 24.3 25.3 52

  54. Slide 54: FPasem /

    FPasem / 53

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