Orix Corporation · TSE:8591
Orix — Investor Presentation (September 2011)
37 slides from Orix's investor presentation, Sep 15, 2011
Slide 1: Copyright © 2009 ORIX Corporation All rights reserved.
Copyright © 2009 ORIX Corporation All rights reserved.
Slide 2: ORIX Today, the ORIX of Tomorrow
ORIX Today, the ORIX of Tomorrow Copyright © 2009 ORIX Corporation All rights reserved.
Slide 3: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 2
Slide 4: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 3
Slide 5: Copyright ORIX Corporation Copyright © © 2011
2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 1964 1975 1980 1985 1990 1995 2000 2005 2011 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 4
Slide 6: Copyright ORIX Corporation Copyright © © 2011
9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 9 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 5
Slide 7: 1Q Copyright ORIX Corporation
1,500 1,200 900 600 300 0 -300 -600 -900 -1,200 09.3 10.3 11.3 12.3 1Q Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 6
Slide 8: ROA
8.0 1.6% 7.0 6.0 1.2% 5.0 4.0 0.8% 3.0 2.0 0.4% 1.0 0.0 0.0% ROA 09.3 10.3 11.3 12.3 Q * 12.3 1Q ROA Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 7
Slide 9: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 8
Slide 10: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 9
Slide 11: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 10
Slide 12: Copyright ORIX Corporation Copyright © © 2011
2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 1990 1995 2000 2005 2011 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 11
Slide 13: Copyright ORIX Corporation Copyright © © 2011
¾ ¾ ¾ ¾ ¾ 11.3 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 12
Slide 14: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 13
Slide 15: Company history and overseas expansion
1971 1991 1972 1993 1973 1994 1975 1995 1977 1997 1978 2001 1981 ORIX USA 1980 1997 CMBS( ) 1982 2002 2006 Houlihan Lokey 1986 2004 2010 Red Capital 2005 2010 Mariner 1988 2008 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 14
Slide 16: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 15
Slide 17: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 16
Slide 18: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 17
Slide 19: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 18
Slide 20: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 19
Slide 21: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 20
Slide 22: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 21
Slide 23: Copyright ORIX Corporation Copyright © © 2011
- - -24 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 22
Slide 24: NRL
NRL Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 23
Slide 25: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 24
Slide 26: Houlihan Lokey, Red Capital, Mariner Investment
Houlihan Lokey Howard & Zukin Red Capital Mariner Investment 1Q Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 25
Slide 27: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 26
Slide 28: 1Q Copyright ORIX Corporation
1Q Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 27
Slide 29: ORIX Asia, Taiwan and China group companies
ORIX Asia Limited, ORIX Taiwan Corporation, ORIX Taiwan Asset Management Company, ORIX China Corporation Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 28
Slide 30: ORIX Korea group companies
ORIX Capital Korea Corporation, ORIX Private Equity Korea Corporation, ORIX Rentec (Korea) Corporation Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 29
Slide 31: ORIX Malaysia group companies
ORIX Leasing Malaysia Berhad, ORIX Car Rentals Sdn. Bhd., ORIX Rentec (Malaysia) Sdn. Bhd., ORIX Asset Management Sdn. Bhd. Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 30
Slide 32: ORIX Australia and New Zealand
ORIX Australia Corporation Limited, ORIX New Zealand Limited 11.3 Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 31
Slide 33: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 32
Slide 34: Copyright ORIX Corporation Copyright © © 2011
✔ ✔ Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 33
Slide 35: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 34
Slide 36: Copyright ORIX Corporation Copyright © © 2011
Copyright Copyright©©2011 ORIX Corporation 2009ORIX Corporation All All rights rights reserved. reserved. 35
Slide 37: Copyright © 2011 ORIX Corporation All rights reserved.
Copyright © 2011 ORIX Corporation All rights reserved. 36