Lifull Co.ltd. · TSE:2120

Lifull Co.ltd — Q1 FY2015 Earnings Presentation

80 slides from Lifull Co.ltd's earnings presentation, Aug 11, 2014

1. Slide 1: Q1 FY March 2015 Financial Results

   2120 20153 201442014 6 Copyright(c) NEXT Co., Ltd. All Rights Reserved.

2. Slide 2: › › › › › › › › ›

   › › › › › › › › › 2

3. Slide 3: 2013

   2013 3

4. Slide 4: Housing market trends

   2013 7,000 6,063 6,000 5,759 5,389 5,025 5,000 4,588 4,000 3,000 4,997 5,246 4,436 4,726 2,000 4,116 1,000 0 1993 1998 2003 2008 2013 20147 29 25 4

5. Slide 5: Housing market trends

   2013 9,000 15.0% 13.5% : 13.1% 8,000 12.2% 13.0% 11.5% 7,000 11.0% 9.8% 6,000 9.0% 5,000 : 7.0% 3,596 4,000 8,196 7,568 6,593 5.0% 3,000 5,764 2,000 4,476 3.0% 1,000 1.0% 0 -1.0% 1993 1998 2003 2008 2013 308 267 29 25 5

6. Slide 6: FY2015.3

   20153 6

7. Slide 7: POINT

   POINT

8. Slide 8: No.1

   No.1 8

9. Slide 9: 9

   9

10. Slide 10: HOME'S

    20153 40HOME’S 40 No.1 10

11. Slide 11: FY2015.3

    20153 11

12. Slide 12: PDCA

    20153 l PDCA l PDCA Lococom MONEYMO HOME’S Style Market l l SNS(HOME’S Pro) l l 12

13. Slide 13: CVR improvement

    20153 (DB) CCS CVR() DB CVR() 13

14. Slide 14: SEO and WEB marketing

    20153 › SEO WEB › WEB Google › KPI › PDCA 14

15. Slide 15: FY2015.3

    20153 15

16. Slide 16: PDCA

    MONEYiis Locétom home's Style Market M&A EC 16

17. Slide 17: Financial results

    20153 No.125 35 ,000 40 .0% 35 .0% 30 ,000 30 .0% 25 ,000 25.0 25 .0% 17,240 20 ,000 20 .0% 15 ,000 14,690 11,962 13.5 15 .0% 10 ,000 15.7 2015.3 10 .0% () › 31.0 2,328 5,0 00 2,299 › 24.7 5.0 % 1,591 › 30.8 0 0.0 % 2013.3 2014.3 2015.3 17

18. Slide 18: HOME'S No.1

    › 25 › HOME’S No.1 18

19. Slide 19: 19

    19

20. Slide 20: Q1 results

    20153 Q 20

21. Slide 21: HOME'S KPIs

    20153 1Q 3,852 862 516 3,398 712 2,737 418 521 297 133 143 153 133 143 153 133 143 153 Q Q Q 1Q 1Q 1Q 1Q 1Q 1Q HOME’S 59,700 11,736 57,645 10,517 4,268 4,019 9,624 3,598 51,888 13 3 14 3 15 3 13 3 14 3 15 3 13 3 14 3 15 3 1Q 1Q 1Q Q Q Q Q Q Q 21

22. Slide 22: HOME'S

    HOME’S (1) 5,0 00, 000 12 ,000 4,5 00, 000 11 ,000 4,0 00, 000 10 ,000 3,5 00, 000 9,0 00 3,0 00, 000 8,0 00 206 2,5 00, 000 184 7,0 00 160 2,0 00, 000 6,0 00 1,5 00, 000 5,0 00 1,0 00, 000 50 0,00 0 6,948 4,0 00 0 3,0 00 20104 10 20114 10 20124 10 20134 10 4 ( 1) 20143 31 ( 2) 20146 22

23. Slide 23: Q1 HOME'S

    20153 1Q 13.417.519.0 4 HOME’S 23

24. Slide 24: Q1 results

    20153 1Q 1.2p 8.0p 31 1Q58361→ 60113 Productive Staff 4 9 →20 24

25. Slide 25: HOME'S

    20153 1Q 15.6 HOME’S HOME’S HOME’S HOME’S HOME’S Style Market 25

26. Slide 26: 20153 1Q 18.7

    20153 1Q 18.7 26

27. Slide 27: 20153 1Q 1+1.5

    20153 1Q 1+1.5 27

28. Slide 28: 20153 1Q 17383

    20153 1Q 17383 28

29. Slide 29: Q1 Topics

    20153 1Q TOPICS No.1 HOME’S iOS HOME’S HOME’S HOME’S Style HOME’S Market iPhoneVoiceOver 20144 EC 29

30. Slide 30: Q1 Topics

    20153 1Q TOPICS 360 10 360 10 HOME‘S 1 10 HOME’S ↓360 360 https://theta360.com/s/46j http://goo.gl/E3KGRI 30

31. Slide 31: Q1 Topics

    20153 1Q TOPICS HOME’S http://www.homes.co.jp/souken/report/201406/ 2014 HOME’S HOME’S 1989 2005 20133 7 HOME'S 31

32. Slide 32: Q2

    20153 2Q 32

33. Slide 33: TVCM and advertising

    Q TVCM TVCM 8/18 OOH OOH YouTube YouTube 8/18 8/9 8/18 TBS ( ) 33

34. Slide 34: PDCA

    Q → →OOH →TVCMYouTube PDCA PDCA RPDCA 34

35. Slide 35: WEB

    Q WEB 35

36. Slide 36: HOME'S

    HOME’S Q → 36

37. Slide 37: HOME'S

    meee pele an au ea ae i am aa mc = po Rs! 4e Om mre a au uae see Am Rm ES AE en LIED rer UDe-he-#2 U2a— Lie BAAD UJs—-hbRteenetess away 2 4-LYSOUPs—-LRE BRT BXASttoOVIs—LHieCVNLET. | Si anDSereDnT aa ial i Ful s BRALOYIs~ Le 7) ™ > Pacem 6S EM PS MNO MINT tH SiMe U2a—-LBRERS U2: vaoty oth ebdl » eei

38. Slide 38: HOME'S

    HOME’S Q 2014101 10,000 500/ 6 38

39. Slide 39: DMP WEB

    Q DMP ( ) WEB ()DMP パーソナライズ HOME’S 39

40. Slide 40: SNS Mechika Glue-th

    Q 15SNS Mechika Glue- th SNS Mechika ( ) 15SNS Mechika URL http://mechikaboola.com/ 2 6 80600 6070 80 Glue -th 17 20135 CEO Mechika () ↓ http://goo.gl/Om9CPo 40

41. Slide 41: PDCA

    Q PDCA Do Plan PDCA Check Action R 41

42. Slide 42: Productive Staff

    Q Productive Staff Others: Productive Staff: Sales Staff: 42

43. Slide 43: HOME'S

    Q No.1 HOME’S HOME‘S HOME‘S 43

44. Slide 44: No.1

    Q No.1 20147 44

45. Slide 45: Great Place to Work

    AM DHSStt] DUFVIER GREAT wea Gest wt ‘ o: Workplaces 2014 Mel Japan Great Place to Work® 45

46. Slide 46: 46

    46

47. Slide 47: 47

    47

48. Slide 48: POINT

    POINT seneeeeeeeee> 48

49. Slide 49: Room VR

    Room VR 49

50. Slide 50: 3D Matterport

    3DMatter port Matter port 50

51. Slide 51: 51

    51

52. Slide 52: the

    the Fl) {th SE FE (altruism) “PARA EEICUREW" CORUMLEAA RIALKHEHS mMICBRIETSCEC LOB DARI DDS5O0' 2014 'BVUiIZES5SNS tAOMTHAA EIS

53. Slide 53: Slide 53

54. Slide 54: IR Twitter

    IR IRTwitter wv a. » Vinee mmER + e4bT77| trex vam euse eaczeryh, #208 pe . = Domes : - ; Bae RI UNE ase ES aA HORI CRMC LCI > eeppemedand ne poe eee : PERENTED-C ITE, oe ores Oe BAO RMR THE 1M eneuz7ar + SSSI CIEE?) 6200-8 sree e+ Screperven: : Ah-Y-REETAELE, HORRAS — FSRtey, Seg eesesit San, emypn

55. Slide 55: Copyright(c) NEXT Co., Ltd. All Rights Reserved.

    Copyright(c) NEXT Co., Ltd. All Rights Reserved. 55

56. Slide 56: 56

    56

57. Slide 57: 19914 19917 19957 19973 20143 20144

    19914 19917 19957 19973 20143 20144 57

58. Slide 58: POINT

    POINT 58

59. Slide 59: HOME'S

    HOME’S [5UL< EBS. 59

60. Slide 60: HOME'S

    HOME’S ZO (ESUOMMI—EA) DS ae + HAIR we-aene + EMI + Mb Y [5L<HEBS. 60

61. Slide 61: HOME'S

    HOME’S 61

62. Slide 62: HOME'S

    HOME’S as = YK * CS 5 _~ " a 62

63. Slide 63: HOME'S

    HOME’S 63

64. Slide 64: MONEYMO

    MONEYMO A NEXT Group Service © memes Freee e 0120-283-336 === 64

65. Slide 65: Lococom

    Lococom se A NEXT Group Service 65

66. Slide 66: HOME'S Style Market

    EC HOME’S Style Market HOME’S Style Market 66

67. Slide 67: CRM

    CRM WEB CRM Annex PC 50,00010,000 CRM HOME’S HOME’S 67

68. Slide 68: IR 2015

    IR 2015 68

69. Slide 69: IR

    IR IR › › › 69

70. Slide 70: POINT

    IR POINT 70

71. Slide 71: IR

    IR 71

72. Slide 72: GID

    IR GID 20 t — — —)

73. Slide 73: HOME'S

    20153 +17.41.2 1 2 3 4 5 HOME’S 73

74. Slide 74: 302.2p EC

    20153 302.2p EC 20144 1220 8 74

75. Slide 75: HOME'S Style Market

    20153 +15.5+20.4 1 2 3 4 5 HOME’S HOME’S HOME’S HOME’S HOME’S Style Market HOME’S Style Market 75

76. Slide 76: FY2015.3

    20153 76

77. Slide 77: 20153 200.18(4 ) 6.00 .0% 4.74 4.92 .0% 5.00 .0% .0% 4.00 30 .0%

    20153 200.18(4 ) 6.00 50 .0% 4.74 4.92 45 .0% 5.00 40 .0% 35 .0% 4.00 30 .0% 2.20 3.00 25 .0% 1.20 20 .0% 20.0 20.0 20.0 2.00 15 .0% 10 .0% 15.0 1.00 5.0 % 0.00 0.0 % 2012.3 2013.3 2014.3 2015.3 () › 2014.320 › ( 20 ) › 77

78. Slide 78: 78

    78

79. Slide 79: 79

    79

80. Slide 80: IR contact

    2 3 4 4 5 6 7 8 9 10 11 12 1 2 3 3 4 5 6 7 8 9 10 11 12 1 2 4 1 2 3 IR 80

LIFULL — Q1 FY2015 Earnings Presentation on 6ix