Investor Presentaiton slide image

Investor Presentaiton

1. Summary 2. How to Increase Corporate Value 3. Appendix 4. Financial Data Market Business: Risk Assets and Strategic Investment Areas We will continue to utilize capital and expand the balance of risk assets as well as strategic investment areas toward the end of FY2026/3. Risk Assets*1 (Non-consolidated) Strategic Investment Areas *² (Non-consolidated) (trillion yen) 120 (trillion yen) Approx. JPY 11-12tn Approx. JPY 110tn 12 11.2 103.0 99.4 Approx. JPY 100tn 10.1 0.9 Approx. JPY 10tn*3 (to be revised) 100 10 94.9 Strategic Others 91.1 11.2 investment areas 0.8 10.1 84.8 6.4 4.2 3.3 2.6 2.9 2.6 2.8 2.6 2.3 2.6 2.0 Stocks (money 80 2.2 held in trust), etc. Loans 4.0 8 2.2 3.5 Real estate funds 6.4 (Unrealized gains: JPY 0.1tn) 0.6 60 68.2 69.8 71.3 74.0 63.4 ☑Foreign securities, etc. 4.2 2.6 40 40 4 0.4 3.3 0.4 1.5 5.6 6.2 Private equity funds (PE) (Unrealized gains: JPY 1.2tn) 20 20 2 1.0 3.2 Corporate bonds, etc. 7.5 5.9 7 5 7 5 59 7.5 5.4 54 2.2 7.4 7.3 5.5 5.6 36 7.3 Japanese local 1.7 5.7 government bonds 0 0 End End End End End Mar. Mar. Mar. Mar. Sep. 20 21 22 23 23 End End Mar. Mar. 24 26 End End End End End End End Mar. Mar. Mar. Mar. Sep. Mar. Mar. 20 21 22 23 23 24 26 (actual) (outlook) Mid-term (actual) (outlook) (Mid-term) Plan Plan Note: Following the application of "Implementation Guidance on Accounting Standard for Fair Value Measurement" (revised 2021), private equity funds and real estate funds, excluding some assets, are calculated on a fair value basis from FY2023/3 onward. *1 Assets other than yen interest rates (JGBs, etc.) *2 Private equity funds, Real estate funds, Direct lending funds and Infrastructure debt funds, etc. *3 The target balance as of the end of Mar. 2026 will be revised, because the balance of strategic investment areas is based on a fair value basis from the end of Mar. 2023 (as noted above) and the balance is currently higher than the target. The revision of target will be announced in May 2024, along with the revised Mid-term Plan. JP JAPAN POST BANK BANK Copyright© JAPAN POST BANK All Rights Reserved. 15
View entire presentation