Mitsui & Co.,Ltd · TSE:8031
Mitsui & Co.,Ltd — Investor Day (2021)
9 slides from Mitsui & Co.,Ltd's investor day presentation, Oct 19, 2021
Slide 1: Healthcare / Nutrition Wellness Business Unit
Healthcare / Nutrition Wellness Business Unit Masato Sugahara Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Slide 2: Building Resilience amid the COVID-19 Pandemic
Building Resilience amid the COVID-19 Pandemic Situation as of November 2020 ◆ Active social contributions in cooperation with governments to curb the spread of COVID-19 pandemic ◆ Witnessed a gradual recovery in our biggest market : Singapore, which contributed to the revenue growth. Taking COVID-1
Slide 3: Vision for the Future of the Healthcare / Nutrition Business Domain
Vision for the Future of the Healthcare / Nutrition Business Domain ◆ We will build Mitsui’s Wellness Business Cluster Mitsui’s Wellness Business Cluster through three key initiatives: ① Growth of our core asset : IHH ② Build data businesses centered around IHH ③ Establish WAM-targeted well-being bu
Slide 4: Expanding and Strengthening Our Core Businesses
① Expanding and Strengthening Our Core Businesses ◆ Continue to strengthen IHH’s business and seek to more than double its ROE over the next 4-5 years. ◆ Implement new growth strategies - establishing Asia’s largest laboratory diagnostics business, and healthcare data business. ⚫ Strengthen portfoli
Slide 5: Utilizing data to achieve organizational efficiencies
②Mitsui's vision is to utilize data to achieve organizational efficiencies and develop innovative businesses for consumer health and wellness ◆ To develop value-based healthcare in Asia and beyond with a database of over 30 million unique data points in IHH and its laboratory business. ◆ Aim to deve
Slide 6: Establish a WAM-targeted Well-being Businesses
③Establish a WAM-targeted Well-being Businesses (WAM: Wellness All Mitsui) ◆ In advanced countries, which have growing needs for health-conscious offerings and reduced healthcare costs, expand target from “patients” to include “healthy individuals” and establish well-being businesses that offer serv
Slide 7: Key Strategic Domains for the WAM-targeted Well-being Businesses
③Key Strategic Domains for the WAM-targeted Well-being Businesses ◆ Strive to leverage industry-government-academic frameworks and introduce new technology and patient /consumer centric services to implement a plan of attack that builds on existing businesses, invests in new businesses, and utilizes
Slide 8: Quantitative Targets and Milestones
Quantitative Targets and Milestones ◆ By expanding core businesses as well as new investments in data, laboratory, and wellness businesses with high valuation multiples, we will aim for non-linear but steady growth by combining recurring earnings flows and capital gains earned through IPO and strate
Slide 9: Appendix: Healthcare/ Nutrition Investments
Appendix: Healthcare/ Nutrition Investments Value of investments Examples of assets that generated capital gains (As of the end of March 2021) Approx. ¥7-800.0 bn IHH Healthcare Berhad Approx. ¥600.0 bn Columbia Asia Healthcare Pte. Ltd. Approx. ¥450.0 bn Fuji Pharma Co., Ltd. Sogo Medical Co., Ltd.