Initiatives to Improve Corporate Value slide image

Initiatives to Improve Corporate Value

Initiatives to Improve Corporate Value Financial and non-financial approaches to improve corporate value For improving evaluation of PBR Realize a turnaround and improvement in ROE RORA Û Reduce capital costs Sustainable society resonance Leverage following risk adjustment Resona Group's sustainable growth Analysis of the current status of ROE ROE deteriorated over the course of the previous MMP • Rapid expansion of BS / Growing volume of assets with low utilization ⇒ Need to improve risk-return by adopting a more proactive approach to risk-taking endeavors Downside risks materialized and affected P/L via the recording of major credit-related costs, outlays resulting from measures to restore foreign bond portfolio soundness, etc. [Breakdown of ROE components] Total assets accounted for as RORA Leverage following risk adjustment I of fiscal year-end Net income RWA*1 ROE RWA*1 Total shareholders' equity FY'19 8.9% 0.7% X 11.9 times JPY60.5 tn FY'20 6.8% 0.6% 11.3 times JPY73.6 tn FY'21 5.6% 0.5% × 10.7 times JPY78.1 tn FY'22 7.6% 0.7% X 9.9 times JPY74.8 tn (Average from 6.7% = 0.6% × 10.6 times JPY75.5 tn FY'20 to FY'22) *1. Based on the finalization of Basel 3 Accelerate income and cost structure reforms Fully utilize capital Upgrading balance sheet management Risk governance / High-quality, stable profit Financial services group that contributes most to SX of retail customers ■Improve employee engagement through human capital investment Enhance the disclosure of both financial and non-financial information Measures to be implemented during the new MMP period Improve profitability and asset efficiency via the proactive utilization of capital (Organic) Enhance higher risk-return lending assets (Inorganic) Enhance customer bases, management resources and functions Step up investment in human capital ⇒ [Further development & new challenges] ✗[Co-creation & expansion of value] Core income +JPY17.0 bn (Target) Upgrade our mode of risk governance Expand shareholder return Aim for a total shareholder return ratio of around 50% Seize upside profit opportunities that arise at the time of interest rate hikes Further reduce policy-oriented stockholdings The pace of reduction: JPY(20.0) bn per year Resona Holdings, Inc. 46
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