Investor Presentaiton
SMBCAC
Financial results
Global passenger demand forecast *3
Domestic demand is expected to recover in 2023
(USD mn)
FY 3/21
FY 3/22
YOY
(%)
Total revenue
1,214
1,479
+265
200
Domestic
o/w Lease revenue
1,119
1,366
+247
Credit Asset
334
907
impairment charges"
(573)
100
Net income
17
(283)
(300)
Aircraft asset"
*2
15,340
16,210
+870
Net asset
3,305
3,322
+17
0
ROE
0.5%
(8.5)%
(9.0)%
15
17
19
21
International
23
23
25
25
Aircraft business of SMBC Group
Our Strengths
(USD mn)
SMBCAC related SMFL SMBC
Wide body
(A350 B787)
800
Acquired SMBCAC
Aircraft
portfolio
Narrow body
600
Over 80%
400
200
Fitch rating
0
Liquidity
-
A No.1 in Industry
*4
11 12 13
14 15
16 17
18
19
20 21
(200)
*1 Gross before netting guarantee deposits etc.
*2 Include Aircraft pre-delivery payments *3 IATA / Tourism Economics. Represents changes from CY 19
*4 SMBCAC related includes revenue after the acquisition in June *5 Neo/MAX/A350/B787
Total
27
27
29 (CY)
Avg. age
4.2 years
Fuel efficient*5
Approx. 60%
Undrawn
commitment lines
USD 3.1 bn
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