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Investor Presentaiton

Mitsubishi Corporation Consumer Industry Group May 9, 2023 Mitsubishi Corporation (Billions of Yen) Summary of Net Income ■10 ■ 2Q ■ 3Q ■4Q 21.0 23.0 30.0 FY2021 FY2022 Change Remarks 10.2 6.6 20.0 One-off Net Income excl. One-off (3.1) (5.7) (2.6) 24.1 28.7 4.6 Increased earnings in the Convenience store business. 8.3 9.7 10.0 9.0 8.8 Total 21.0 23.0 2.0 0.0 (2.1) (6.5) FY2022* Forecast for FY2023 Change Remarks (10.0) FY2021 FY2022 18.9 29.0 Increased earnings in the Convenience store business and 10.1 impairment losses on investment in overseas business in the previous year. * Reflecting reclassification due to reorganization Equity in Earnings of Subsidiaries and Affiliates FY2021 FY2022 Change Total Assets 3,930.3 3,988.6 58.3 One-off Gains/Losses Subsidiary/ Company Name (Country) Business Description Equity Holding Equity in Earnings FY2022 1Q 2Q 3Q 4Q Total Change Affiliate Subsidiary FY2021 FY2022 One-off Gains (%) Total (listed) Lawson, Inc. (Japan) *1 Franchise chain of LAWSON convenience stores 50.12 9.0 12.4 3.4 One-off Losses Affiliate (listed) Life Corporation (Japan) Supermarket chain stores 23.05 3.5 3.1 (0.4) Impairment losses on investment in overseas business (2.9) (2.9) Subsidiary Subsidiary MC Healthcare Holdings (Japan) Mitsubishi Corporation Fashion Co., Ltd. (Japan) Hospital management solutions, medication & medical equipment distribution 80.00 2.6 2.1 (0.5) Losses related to the beginning of consolidation of an investee (1.4) (1.4) OEM business for apparel goods 100.00 1.7 2.4 0.7 Impairment losses on investment in domestic business. (1.4) (1.4) Total (2.9) (1.4) (1.4) (5.7) Subsidiary Mitsubishi Corporation LT, Inc. (Japan) Warehousing and general logistics services 100.00 1.9 2.0 0.1 Subsidiary Subsidiary (listed) Mitsubishi Corporation Packaging Ltd. (Japan) Mitsubishi Shokuhin Co., Ltd (Japan) Sales and marketing of packaging products/systems & paper products 100.00 2.5 3.2 0.7 Wholesale and logistics of processed foods, frozen and chilled foods etc. 50.11 7.4 8.6 1.2 Affiliate (listed) Nippon Care Supply Co., Ltd. (Japan) Nursing care equipment rental 40.26 0.7 0.6 (0.1) FY2021 1Q 2Q 3Q 4Q Total Total of One-off Gains 1.3 1.3 Affiliate (listed) Toyo Tire Corporation (Japan) *2 Tire business and automotive parts business 20.02 8.3 9.6 1.3 Total of One-off Losses - (4.4) (4.4) *1 In addition to the figures above, there are consolidation adjustments (FY2021: -3.3 billion yen, FY2022: -5.6 billion yen) to equity in earnings, such as adjustments due to accounting-policy differences and so on. *2 In addition to the figures above, there are consolidation adjustments (FY2021: -1.4 billion yen, FY2022: -3.9 billion yen) to equity in earnings, such as adjustments due to accounting-policy differences and so on. Copyright © 2023 Mitsubishi Corporation 33
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