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Investor Presentaiton

(\bn) Mortality & morbidity gains Interest gains 775.2 Nippon Life 4 36.3 581.5 Core Operating Profit Mortality & morbidity gains has been a major part of Nippon Life's core operating profit Core operating profit in 1H FY2023 increased mainly due to increase in mortality & morbidity gains because COVID-19 related payments have fallen sharply compared to 1H FY2022 Core Operating Profit 1,2,3 Expense margins Inc./Dec. Factors (FY2022 vs. FY2021) Total amount of currency hedging costs FY21: (5.6) FY22: (169.8) NISSAY Nippon Life Insurance Company 511.2 28.2 39.2 347.2 498.8 339.6 121.5 45.2 84.8 267.4 19.2 234.4 25.6 132.8 (173.7) 398.2 420.7 391.6 180.2 219.1 187.5 161.61 +6.2 FY2019 FY2020 FY2021 FY2022 FY2022 FY2023 (164.2) Apr-Sep (bn) Nippon Life ■ MLC Taiju Life Nippon Wealth Life Apr-Sep Hanasaku Life (36.4) (4.0) 851.5 ■ Others6 [771.3] [695.9] [690.6] [872.1] 479.4 Prior to change Group 5 of core operating 851.5 Average: 623.18 profit definition 548.8 612.8 (FY19-22) 479.4 357.7 259.2 775.2 [678.2] 511.2 581.5 498.8 267.4 339.6 FY21 FY2018 FY2019 FY2020 FY2021 FY2022 FY2022 FY2023 Apr-Sep Apr-Sep COVID-19 Currency Others Related Hedging Payments⁹ Costs Global Asset Insurance Management Business Business FY22 Domestic Insurance 1. 2. 3. 4. 5. 19 6. 7. 66 8. New calculation method has been applied since FY2022 and this change has been reflected to other fiscal years unless noted otherwise Core operating profit = Mortality & morbidity gains + Interest gains + Expense margins The effect of interest rate and exchange rate fluctuation in the foreign currency-denominated items has been excluded since FY2018 1Q Nippon Life only Figures are Nippon Life, Taiju Life, Nippon Wealth Life, Hanasaku Life's core profits, global life insurance subsidiaries and related companies along with domestic/global asset management businesses' incomes before tax, adjusting impact from holding ratio, FX and inter-sales adjustments, etc. Others include companies not mentioned and inter-sales adjustment The main changes in the definition of core operating profit are (1) the inclusion of hedging costs related to exchange rates, (2) the exclusion of gains/losses on the surrender of investment trusts, and (3) the exclusion of exchange rate fluctuations from securities redemption gains/losses Average is calculated based on group core operating profits from FY2019 to FY2022 9. Payment including hospital benefits of deemed hospitalization, hospital benefits of hospitalization at a medical institution, and death benefits related to COVID-19, accidental death rider, etc. 13
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