Orix Corporation · TSE:8591
Orix — Investor Day (2026)
13 slides from Orix's investor day presentation, Jul 22, 2026
Slide 1: ORIX Investor Day 2026 CEO Remarks
ORIX Investor Day 2026 CEO Remarks Hidetake Takahashi President and Group CEO ORIX Investor Day 2026 0 Copyright © ORIX Corporation All rights reserved.
Slide 2: Today's Agenda
Today’s Agenda 15:00-15:15 CEO Hidetake Takahashi CEO Remarks 15:15-15:35 COO Satoru Matsuzaki (Japan & APAC) Maximizing Value Through Intra-segment Synergies 15:35-15:55 COO Shuji Irie (Infrastructure) Global Macro Commentary & Investment Focus 15:55-16:10 COO Yoshiteru (Terry) Suzuki (USA & Europe
Slide 3: Contents: Four Key Questions Frequently Asked by Investors
Contents Four Key Questions Frequently Asked by Investors 1. Why ORIX Continues to Evolve 2. Rationale for the New Management Structure 3. Roadmap to Achieve Long Term Vision 4. Capital Allocation Policy 2 Copyright © ORIX Corporation All rights reserved.
Slide 4: Our History
Our History 1. Why ORIX Continues to Evolve Business diversification and geographic expansion to support “Standing on Our Own” 3 Copyright © ORIX Corporation All rights reserved.
Slide 5: Why We Continue to Evolve
Why We Continue to Evolve 1. Why ORIX Continues to Evolve Powerful Origination and Value Creation Engine, with a disciplined risk management Sustainable Growth Exit 4 Copyright © ORIX Corporation All rights reserved.
Slide 6: New Management Structure
New Management Structure 2. Rationale for the New Management Structure Driving growth through faster, more accountable decision-making Hidetake Takahashi CEO, Responsible for Digital Innovation Unit 5 Copyright © ORIX Corporation All rights reserved.
Slide 7: Our Vision for 2035
Long Term Vision 3. Roadmap to Achieve Long Term Vision Our Vision for 2035 Making Impact through “Alternative Investment and Operations” and “Business Solutions” Management Targets for 2035 ROE 15.0% Net Income 1 Tn Yen 6 Copyright © ORIX Corporation All rights reserved.
Slide 8: Key Initiatives Going Forward
Key Initiatives Going Forward 3. Roadmap to Achieve Long Term Vision Portfolio Sophisticated New Business Optimization Risk Management Creation “深化 (Shinka)” “進化 (Shinka)” Business Model Transformation = Deepening = Evolution Deepening and evolving ORIX’s two core business models: “Alternative Inves
Slide 9: Two Core Business Models
Two Core Business Models 3. Roadmap to Achieve Long Term Vision Deepening and evolving our two core business models to drive future growth Deepening customer touchpoints Evolving into an Alternative Asset to further strengthen Investment, Operations and Management the Business Solutions model Altern
Slide 10: Capital Allocation
Capital Allocation 4. Capital Allocation Policy Balanced growth investments and shareholder returns to maximize corporate value Net Income Dividends Buybacks Net Income Dividends 174Bn Buybacks 28.3 JPY447Bn 150Bn 26.3 25.3 Investments Exit Investment Exit New Investment Hilco Global Focus Areas Ope
Slide 11: CEO's Aspiration
CEO's Aspiration Build a diversified earnings and capital recycling platform to compound earnings and drive sustainable value PBR 1.5x PER 13x ROE 15.0% Business Model Transformation EPS 10.3% 10.4% Growth 8.8% Investments 0.6x JPY 400 JPY 308 20.3 25.3 25.3 26.3 26.3 35.3 35.3 10 Copyright © ORIX C
Slide 12: Copyright © ORIX Corporation All rights reserved.
11 11 Copyright © ORIX Corporation All rights reserved.
Slide 13: 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,