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Investor Presentaiton

Balance Sheet for the 9th Fiscal Period (as of July 31, 2017) /EON イオンリート 8th Period As of January 31, 2017 Amount (thousands of yen) Percentage (%) 9th Period As of July 31, 2017 Amount (thousands of yen) Percentage (%) 8th Period As of January 31, 2017 Amount Percentage (thousands of (%) yen) 9th Period As of July 31, 2017 Amount (thousands of yen) Percentage (%) Assets Liabilities I Current assets 14,705,064 5.3% 21,798,587 6.3% I Current liabilities 9,854,525 Cash and deposits 7,976,907 2.9% 12,002,593 3.5% Cash and deposits in trust 6,184,712 2.2% 6,850,168 2.0% Operating accounts payable Current portion of long-term loans payable 740,165 4,200,000 3.5% 0.3% 1.5% 5,908,878 1.7% 1,177,198 0.3% 4,200,000 1.2% Prepaid expenses 534,537 0.2% 512,960 0.1% Accounts payable - other 261,252 0.1% 334,632 0.1% Deferred tax assets Accrued expenses 42,149 0.0% 48,121 0.0% Income taxes receivable 25 0.0% 9 0.0% Income taxes payable 605 0.0% 605 0.0% Consumption taxes 2,421,369 Accrued consumption taxes 183,490 0.1% receivable Other II Non-current assets 8,881 263,423,397 0.0% 11,486 94.6% 322,915,145 0.0% 93.6% Provision for loss on disaster Other 3,755,901 1.3% 670,961 0.2% 148,320 0.1% Property, plant and equipment Land 224,600,904 80.7% 268,759,693 77.9% Buildings in trust 108,463 129,732,482 0.0% 108,463 46.6% 163,353,883 0.0% 47.3% Structures in trust 311,950 0.1% 577,328 0.2% II Non-current liabilities Investment corporation bond Long-term loans payable Tenant leasehold and security deposits 125,049,273 44.9% 156,774,477 56.3% 4,000,000 110,600,000 2,628 1.4% 4,000,000 39.7% 140,300,000 0.0% 1.2% 40.7% 2,628 0.0% Land in trust 92,208,872 33.1% 104,717,380 30.4% Intangible assets 31,616,769 Leasehold rights in trust Investments and other assets 31,616,769 11.4% 46,785,787 11.4% 46,785,787 13.6% Tenant leasehold and security deposits in trust Total liabilities 10,446,645 134,903,799 3.8% 12,471,849 48.5% 162,683,355 3.6% 47.2% 13.6% 7,205,724 2.6% 7,369,664 2.1% Shares of subsidiaries and associates 6,078,453 6,078,453 Net Assets Long-term prepaid 1,116,809 0.4% 1,280,749 0.4% expenses Lease and guarantee deposits 10,460 0.0% 10,460 0.0% I Unitholders' equity Unitholders' capital 143,424,491 142,996,124 51.5% 182,334,301 51.4% 180,552,316 52.8% 52.3% III Deferred assets 199,828 0.1% 303,924 0.1% Deduction from unitholders' capital 0.0% Investment unit issuance 145,067 0.1% 251,602 0.1% expenses Other deduction from unitholders' capital ▲ 3,525,697 ▲ 3,525,697 Investment corporation bonds issuance costs 54,761 Total assets 278,328,290 0.0% 100.0% 345,017,657 52,322 0.0% 100.0% Total deduction from unitholders' capital Unitholders' capital (net) Surplus A 3,525,697 139,470,427 3,954,064 - ▲ 3,525,697 50.1% 177,026,618 1.4% 5,307,682 51.3% 1.5% Unappropriated retained earnings 3,954,064 1.4% 5,307,682 1.5% (undisposed loss) Total net assets Total liabilities and net assets 143,424,491 278,328,290 51.5% 182,334,301 52.8% 100.0% 345,017,657 100.0% 35
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