Daiwa Securities Group Inc. · TSE:8601
Daiwa Securities — Merger or Acquisition (April 2026)
13 slides from Daiwa Securities's merger presentation, Apr 27, 2026
Slide 1: Acquisition of ORIX Bank Corporation as a Subsidiary
Acquisition of ORIX Bank Corporation as a Subsidiary April 27, 2026 Daiwa Securities Group Inc. This document is not intended to solicit investment in any securities issued by our company. This document has been prepared based on information available for public disclosure as of April 27, 2026. Opin
Slide 2: Transaction Summary (1/2)
Transaction Summary (1/2) ORIX Bank Corporation (hereinafter "OBK") Daiwa Next Bank, Ltd. (hereinafter "DNB") Transaction Overview 100% Subsidiarization Acquisition Price Fully Self-Funded DNB to acquire all issued shares of ¥370 billion Acquisition OBK *The final acquisition price will be determine
Slide 3: Transaction Summary (2/2)
Transaction Summary (2/2) Establishment of a Sustainable Growth Model Capital and Regulations and Impact on Consolidated Performance Effectively Utilizing Capital Buffer and Post-integration, the combined bank will have total assets of approx. ¥9 trillion and equity of around Maintaining Financial S
Slide 4: An Ideal Match: Mutually Complementary Strengths and Challenges
An Ideal Match: Mutually Complementary Strengths and Challenges Strength Strength Strong Deposit-Gathering Strong Lending and Trust Capability Functions Acquiring sticky deposits based on Daiwa Top-class track record as a pioneer in real Securities' customer and business base. estate investment lend
Slide 5: Significant Expansion of Stable Earnings through Enhancement of the Wealth Management Division
Significant Expansion of Stable Earnings through Enhancement of the Wealth Management Division Strengthening the Wealth Management Division 1 Deepening total asset consulting 2 Virtuous cycle of deposit and loan expansion 3 Accelerating growth through collaboration with the Asset Management Division
Slide 6: Total Asset Consulting Tailored to Each Client's Life Stage
Total Asset Consulting Tailored to Each Client's Life Stage Optimizing the Balance Sheet of Client Assets and Liabilities Assets Liabilities Financial Assets Portfolio Management Utilizing Bank Loans • Financing and risk diversification without Real Assets selling existing assets. • Investment in fu
Slide 7: Realizing a Sustainable Growth Model for Stable Revenue through Integration
Realizing a "Sustainable Growth Model for Stable Revenue" through Integration of the Both Banks Leveraging the strengths of both banks to Accelerate a Growth Spiral Sustainable Expansion Expanding High- Quality Loan Assets of Stable Revenue In addition to the growth of each bank‘s deposit balance, w
Slide 8: The Best Integration to Maximize Synergies
The Best Integration to Maximize Synergies To be used for new loans Real Estate Investment Loans New Bank Securities-Backed Loans Cash & Deposits 41％ Aircraft Lease Loans, etc. 2.3 BOJ Current Account Time Deposits In addition to the over 1.5 tn 3.7 standalone 39％ deposit growth of Cash & Deposits 0
Slide 9: Sustainable Deposit Growth Backed by Competitive Interest Rates and Strong Deposit-Gathering Capability
Sustainable Deposit Growth Backed by Competitive Interest Rates and Strong Deposit-Gathering Capability Sustainable Deposit Growth Offering competitive interest rates Deposit-gathering capability through outstanding lending based on its customer and functions. business base. Trend of Deposit Balance
Slide 10: <Reference> Overview of ORIX Bank
<Reference> Overview of ORIX Bank ◼ Originally established as Yamaichi Trust Bank in 1993 and became part of the ORIX Group in 1998. A new-type bank with both lending and trust functions. ◼ Investment real estate loans as the core business, with a top-class market position in investment condominium
Slide 11: <Reference> Overview of Daiwa Next Bank
<Reference> Overview of Daiwa Next Bank ◼ Daiwa Next Bank was started in April 2011 as a gateway bank for the securities business within the Daiwa Securities Group. ◼ Daiwa Securities' comprehensive trading accounts are linked with Daiwa Next Bank's deposit accounts, enabling idle funds awaiting sec
Slide 12: <Reference> Maintaining Financial Soundness and Basic Policy on Capital Management Remain Unchanged
<Reference> Maintaining Financial Soundness and Basic Policy on Capital Management Remain Unchanged ◼ Maintaining capital with an adequate buffer above regulatory requirements even after the completion of this transaction ◼ Securing capital buffer for growth investments and enhanced shareholder retu
Slide 13: Investor Relations Office, Daiwa Securities Group Inc.
Investor Relations Office, Daiwa Securities Group Inc. E-mail: ir-section@daiwa.co.jp URL: https://www.daiwa-grp.jp/ir/
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