Investor Presentaiton slide image

Investor Presentaiton

FY2023 Forecast (1) JP JAPAN POST HOLDINGS HOLDINGS The business environment surrounding the Group is expected to become even more challenging than in the previous fiscal year due to rising personnel expenses and prices. Japan Post Co.'s postal and domestic logistics business will offset a decline in mail volume with an increase in parcel volume, but net income is expected to decline year on year due to higher expenses. Japan Post Bank is expected to post a year-on-year increase in net income as a result of gains on sales associated with risk adjustment operations. Japan Post Insurance is expected to see a year-on-year decline in net income due to a decrease in policies in force. Forecast Group consolidated net income income Net operating Japan Post Co. Net income Postal and domestic logistics Post office Int'l logistics Japan Post Bank Net income Japan Post Insurance Net income JP JAPAN POST GROUP ¥240.0 billion Decrease [(191.0) bil. (44.3)%] ¥7.0 billion Decrease [(55.1) bil. (88.7)%] ¥(33.0) billion [\(65.8) bil. (-)%] ¥43.0 billion [\(6.3) bil. (12.8)%] ¥12.0 billion [+¥1.2 bil. +11.2%] ¥335.0 billion Increase [+¥9.9 bil. +3.1%] ¥72.0 billion Decrease [(25.6) bil. (26.2)%] ➤ A decrease of ¥97.0 billion in net income is expected due to a decrease in the shareholding ratio of Japan Post Bank shares (89% →60%). Although we expect an increase in income from Yu- Pack and other parcels and an increase in income from the real estate business, net income is expected to decrease due to factors such as a continued decline in the volume of mail handled as a result of the progress of digitalization, and an increase in personnel and other expenses mainly due to rising prices, investment to address the issues of aging facilities and equipment, and growth-oriented investment. ➤ Net income is expected to increase mainly due to gains on sales of shares and other assets associated with risk adjustment operations and an increase in net fees and commissions. Net income is expected to decrease due to a decrease in policies in force, etc. * Figures and percentages in brackets [ ] are comparisons with the previous fiscal year's results. Copyright © 2023 JAPAN POST GROUP. All Rights Reserved. 5
View entire presentation