Investor Presentaiton slide image

Investor Presentaiton

Mitsubishi Corporation Summary of Net Income Power Solution Group November 2, 2023 Mitsubishi Corporation (Billions of Yen) 1Q 2Q 3Q 4Q H2 forecast (revised) 113.0 125.0 FY2022 H1 FY2023 Change Remarks 100.0 H1 61.9 75.0 One-off (5.1) (5.3) (0.2) Increased earnings in the European 107.8 50.0 63.5 Net Income excl. One-off (4.0) 10.5 Total (9.1) 5.2 14.3 14.5 integrated energy business despite decreased earnings in the Overseas power business. 25.0 7.5 0.0 Forecast for FY2023 Revised Forecast for FY2023 14.4 (23.5) 84 (3.2) Change Remarks Progress Remarks (25.0) FY2022 FY2023 109.0 113.0 4.0 Increased earnings in the European integrated energy business despite decreased earnings in the Overseas power business. Expected gains on sale of assets in the 5% Overseas power generating business during the second half. FY2022 End FY2023 H1 Change Total Assets 2,716.2 2,807.0 90.8 Progress of FY2023 H1 results against the Revised Forecast Earnings of Major Subsidiaries and Affiliates One-off Gains/Losses Subsidiary/ Affiliate Company Name (Country) Subsidiary N.V. Eneco (Netherlands)* Electric Power Business Subsidiary Diamond Generating Asia, Limited (Hong Kong) Electric Power Business Subsidiary DIAMOND GENERATING CORPORATION (U.S.A.) Electric Power Business Subsidiary DIAMOND TRANSMISSION CORPORATION LIMITED (U.K.) Power Transmission Business Subsidiary Mitsubishi Corporation Energy Solutions Ltd. (Japan) Electric Power Business Business Description Equity Holding (%) Equity in Earnings FY2022 FY2023 H1 H1 Change FY2023 One-off Gains 1Q 2Q 3Q 4Q Total Total One-off Losses 80.00 (10.8) 14.6 25.4 Impairment losses on Asian power generating assets (2.9) (0.1) Provisions recorded due to cost increase in Overseas water business (2.2) (0.1) 100.00 0.8 1.9 1.1 Total (5.1) (0.2) (3.0) (2.3) (5.3) 100.00 5.5 (5.5) (11.0) FY2022 100.00 1.1 4.2 3.1 Total of One-off Gains Total of One-off Losses 1Q 2Q 3Q 4Q Total 5.7 25.3 31.0 (1.7) (9.1) (20.3) (31.1) 100.00 (6.6) (1.1) 5.5 *The figures above include consolidation adjustments (FY2022: -2.6 billion yen, FY2023: -3.2 billion yen) to equity in earnings, such as DD&A on assets measured at fair value at the time of acquisition of Eneco Group. Copyright © 2023 Mitsubishi Corporation 32
View entire presentation