Orix Corporation · TSE:8591
Orix — Investor Day (2026)
10 slides from Orix's investor day presentation, Jul 22, 2026
Slide 1: ORIX Investor Day 2026 CFO & CSO Presentation
ORIX Investor Day 2026 CFO & CSO Presentation Masataka Yamada Group CFO & CSO ORIX Investor Day 2026 0 ORIX Corporation Copyright © ORIX Corporation All rights reserved.
Slide 2: Shift Towards Asset Management (AM) Business Model
Shift Towards Asset Management (AM) Business Model * Balance Sheet (B/S) Hybrid Model (AIO)* Growth Constraints Credit Ratings Combine strengths of Efficient B/S Usage - S&P: BBB+ B/S and AM to generate - Warehousing - Moody’s: A3 diverse, stable returns - Seed Capital Existing Profit Capital Effici
Slide 3: Where We Are Today in terms of Private Assets AUM
Where We Are Today in terms of Private Assets AUM Strategic build-up of AUM to and beyond balance sheet scale ORIX Company A Company B Company C (JPY tn) 1600 (USD$ Bn) 2.2x 1400 Private Asset AUM 1200 Total Assets 1000 2.2x 1,026 800 0.8x 22.7x 0.4x 600 0.3x 598 0.9x 30 287 7 16.4x 25 400 20 15 5 2
Slide 4: ORIX Private Assets AUM Trajectory
ORIX Private Assets AUM Trajectory While building on steady ORIX USA growth, poised to capture nascent Japan market upside over mid-to-long term Japan Private AUM Asset Market Japan Upside Japan: JPY 2 tn ORIX USA ・Private Credit (Corporate/ABL) ORIX USA: JPY 5 tn ・Real Estate 26.3 Medium to long te
Slide 5: How ORIX Originates/Scales Private Asset Opportunities in Japan
How ORIX Originates/Scales Private Asset Opportunities in Japan Private Market ORIX Institutional Investors Addressable Wallet: Domestic JPY 35-50 Tn (5 years) Origination • Life Insurance Cos Data Centers Aircraft Leasing • Banks/ Trust Banks JPY 8-10 Tn JPY 4-5 Tn Structuring • Pension Funds (Gov’
Slide 6: Strategic Initiatives to Accelerate AUM Growth
Strategic Initiatives to Accelerate AUM Growth Our Core Capabilities Strategic Initiatives Origination Capability Mindset Transformation Expertise across private assets Changing perspectives on B/S Capital usage Hands-on Operational Excellence Expanding Asset Classes Proven track record of hands-on
Slide 7: Rising Global Interest in Japan's Private Assets Market
Rising Global Interest in Japan’s Private Assets Market Type/Investor Examples Recent Strategic Partnerships Case Timing Amount Target PE-backed Insurers Athene(Apollo), Global Atlantic(KKR), etc ORIX Nov Japan × USD 2.5 Bn 2025 Private Equity Infrastructure Funds QIA EQT, Brookfield, Stonepeak, etc
Slide 8: CFO & CSO Aspiration: Path Towards 15% ROE by 2035
CFO & CSO Aspiration: Path Towards 15% ROE by 2035 For further base profit growth, fee income, especially from private/real assets, will be the critical driving component Pretax Profit (JPY Bn) 1,400 Capital Gains 691 Base Profit 265 (Fee Income) 474 Base Profit (Asset-Based 752 Income) ▲800 26.3 35
Slide 9: ORIX Corporation
8 ORIX Corporation Copyright © ORIX Corporation All rights reserved.
Slide 10: Disclaimer
Disclaimer ◼ These materials have been prepared by ORIX Corporation (“ORIX” or the “Company”) solely for your information and are subject to change without notice. The information contained in these materials has not been independently verified and its accuracy is not guaranteed. No representations,