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Investor Presentaiton

Real Estate & Hotels - Results and Plan JR JR-EAST (\billion) 2020.3 2021.3 2021.3/ 2020.3 2022.3 2022.3/ Plan 2021.3 Outlook of operating revenues Operating 348.5 271.2 revenues -77.2 77.8% 313.0 [343.0] +41.7 115.4% <Shopping center business> Operating income -59.4 74.6 15.1 58.0 20.3 +42.8 382.7% Approximately 90% of pre-COVID-19 level at the end of fiscal year <Office buildings business> Approximately the same level of pre-COVID-19 level through the year <Hotel Business> Approximately 80% of pre-COVID-19 level at the end of fiscal year Operating revenues (\ billion) Nippon Hotel -22.4 (40.8%) LUMINE -21.9 (70.8%) atré JR East Building -9.4 (79.2%) +2.2 (104.8%) Main positive and negative factors (FY2021.3) Decrease due to the effect of COVID-19 Decrease due to the effect of COVID-19 Decrease due to the effect of COVID-19 Increase in opening of JR Yokohama Tower, etc. 140.0 [Reference] Monthly trends (comparison with same month of previous year, %) 120.0 Full year I Shopping Centers Total LUMINE(existing stores) 74.2 68.0 atré (existing stores) Hotel 76.0 41.9 142.7 124.3 83.1 111.4 84.4 94.0 83.8 100.0 82.7 80.7 92.8 - 86.6 81.3 85.3 81.7 78.9 - 84.2 104.9 76.7 80.0 88.8 7.7.7. -76.5 83.0 - 80.2 78.0 70.0 79.0 60.0 70.5 30.2 60.7 79.9 68.3 73.7 61.0 64.0 40.0 29.9 48.7 54.3 39.1 39.3 28.0 20.0 32.3 28.8 28.3 24.4 14.5 13.1 13.9 5.4 0.0 Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec. Jan. Feb. Mar. 40
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