Investor Presentaiton
Initiatives for Improvement
Policy for Initiatives to Improve PBR (Overall Picture)
➤ Improve PBR by increasing ROE, reducing cost of equity and increasing expected growth rate.
Details of specific initiatives, etc. will be discussed while reviewing the Medium-term Management Plan during the current fiscal year,
and will be disclosed in FY2024.
【Profit generation]
Japan Post
Co.
Increasing
ROA (profit)
Increasing
ROE
Japan Post
Bank
Japan Post
Insurance
Controlling
financial
leverage
Reducing cost of equity
Increasing expected
growth rate
Postal and domestic logistics business: Reinforcing sales capabilities and systems, and increasing the number of
parcels, etc. by collaborating with other companies
Post office business: Increasing usage by improving sales skills, etc., and improving customer convenience by
expanding online and remote services
Real estate business: Promoting development of Group-owned real estate, etc. in accordance with their location
characteristics
Market business: Expansion of risk assets, restructuring of yen interest rate portfolio
Retail business: Improving earnings of existing businesses, and seizing new revenue opportunities by using apps, etc.
Σ business: Developing GP services unique to Japan Post Bank
Sales: Strengthening of sales network cooperation, development of sales personnel, enhancement of product lineup
Asset management: Expanding asset management earnings by achieving greater depth and sophistication of asset
management
Securing new revenue: Creating new measures to secure revenue through alliances with other companies
[Financial strategy and capital policy]
- Utilization of debt in growth investments to control funding costs
- Improve capital efficiency through flexible share repurchases
[Stable share price formation】
- Stable dividend
- Reduce business risk and conduct appropriate control
[Investor relations activities and information disclosure)
- Strengthening the transmission of equity stories
[Growth strategy】
- Develop growth strategies to realize the "Co-creation Platform" set forth in the Medium-term Management
Plan, and identify seeds in new business fields that will contribute to these strategies
JP JAPAN POST GROUP
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