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Investor Presentaiton

Power Up 2019 Achievement Details (1) Beat All KPI Targets 3-Year Growth: OP +60%, RP +66%, NI +19%* * Ichigo's effective tax rate normalized from FY16/2's 6.9% to FY19/2's 31.8%, so NI grew less than OP. (JPY million) FY16/2 (Actual) (Shift Up 2016) (A) FY19/2 (Actual) (Power Up 2019) (B) (B) - (A) FY19/2 (Plan) (Power Up 2019) vs. Plan Operating Profit 1 16,387 26,279 +60.4% 25,000 105.1% Recurring Profit 13,889 23,076 +66.1% 21,400 107.8% Net Income EPS Dividend ROE Stock Earnings/ Fixed Expenses 12,925 15,373 +18.9% 14,800 103.9% JPY 25.86 JPY 31.14 +20.4% JPY 29.00 107.4% JPY 3 JPY 7 +133.3% 21.0%² (Post-Tax) 16.3% 15.3% 223.3% 239.6% JPY 7 100.0% 15.6% 191.4% 1 From FY19/2, SPC-related non-recourse loan interest expenses are accounted as Fixed Non-Operating Expenses rather than COGS. FY16/2 Operating Profit has been restated using this new accounting treatment to facilitate an accurate YOY comparison. - 2 At Ichigo's FY19/2's normalized 31.8% tax rate, FY16/2 ROE would have been 15.3%. ICHIGO O Ichigo Inc. All rights reserved. 30 50
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