Mitsui & Co.,Ltd · TSE:8031
Mitsui & Co.,Ltd — Investor Day (2023)
15 slides from Mitsui & Co.,Ltd's investor day presentation, 2023
Slide 1: Progress on Activities Toward a Decarbonized Society
>» 6 Progress on Activities Toward a Decarbonized Society Representative Director, Senior Executive Managing Officer Chief Strategy Officer Makoto Sato Mitsui’s Foreést(Sando, Mie)
Slide 2: Path to Halving GHG Impact
Path to Halving GHG Impact coe mirsutEco Annual W— Annual emissions atthe + Increase _ Decrease emissions ~ end of previous MTMP in emissions in emissions emissionsatterston FY March2020 FY March 2023 FY March 2026 FY March 2030. (Unit: MT-CO.e) of operations Projected emissions from thermal power p
Slide 3: Next-Generation Fuels Business: Global Portfolio
Next-Generation Fuels Business: Global Portfolio > MITSUI&CO, @ Building our next-generation fuels portfolio globally over the medium to long-term @ Leveraging our comprehensive strength to create demand and supply across the Group Next-generation fuel production demand creation Next-generation fuel
Slide 4: Next-Generation Fuels Business: Global Portfolio
Next-Generation Fuels Business: Global Portfolio ce MITSUI&CO, @ Leveraging our expertise in midstream/downstream business to invest in multiple next- generation fuel businesses @ Aiming to invest a total of nearly 500 bn yen in next-generation fuels and earn nearly 60 bn yen*? in profit by FY March
Slide 5: Clean Ammonia - Value Chain Creation
7 4 Clean Ammonia - Value Chain Creation coe MITSUI&CO, @ Advancing various initiatives by combining our cross-industrial track record and expertise and collaboration with partners © Energy © Machinery &Infrastructure © Chemicals e AnmmonA iwal supply (elomousiness) INO LINES @ AmmonialeESRUAME YCF
Slide 6: Initiatives to Reduce GHG in the Value Chain: Steel
7 A Initiatives to Reduce GHG in the Value Chain Steel production value chain © Mineral & Metal Resources Energy Mining & procurement e Introduction and sale of low-carbon mining machinery e Introduction of renewable energy in mining operations = Initiatives in the iron ore and metallurgical coal bu
Slide 7: Initiatives to Reduce GHG in the Value Chain: Gas
Gas value chain Natural gas production & liquification Mineral & Metal Resources ® Energy ® Machinery & Infrastructure @ Chemicals Initiatives to Reduce GHG in the Value Chain > MITSUI&CO, Iron & Steel Products ® Innovation & Corporate Development Transportation Sale, usage, recovery Assessing and p
Slide 8: Initiatives to Reduce GHG in the Value Chain: Automotive
Initiatives to Reduce GHG in the Value Chain ce Automotive value chain mirsureco. © Mineral & Metal Resources ® Energy © Machinery &Infrastructure © Chemicals © Iron& Steel Products © Innovation & Corporate Development Production, assembly, sales = ] I Ss e eo0e e e ZEV* manufacturing & sales Hydrog
Slide 9: Sustainability Management Progress
a Sustainability Management Progress ce MITSUI&CO, Environment 3 FY March 2024 Enhancement of analysis of climate change risk & opportunities Facilitated nature dependencies and impacts and preparing a policy Improvement in effectiveness of human rights due diligence Issuing "Empowering People to Bu
Slide 10: Board Meeting Deliberations
i 4 Board Meeting Deliberations ce MITSUI&CO, a. FY March 2024 4 proposals and reports to the Board of Directors @ Remuneration of Directors: Evaluation method of ESG elements for the FY March 2024 © Sustainability Management Interim Activity Report © Sustainability Management Report and plan for ne
Slide 11: 360° business innovation.
360° business innovation. MITSUI&CO
Slide 12: Appendix
Appendix MITSUI&CO
Slide 13: Breakdown of GHG Emissions
Appendixor | Breakdown of GHG Emissions cee MITSUI&CO, FY March 2020 (Base year) units: mr-core FY March 2023 FY March 2026 2030 target (forecast) 0.8 | 0.6] | 0.6 | Scope1+2 3 3 3 Power Generation 19 20 Mineral & Metal Scope3 RecN 8 7 Category15 30 (investment) Energy 3 3 Others 2 4 Reduction contr
Slide 14: Scope 3 Emissions Breakdown
appendxo2 | Scope3 Emissions Breakdown > MITSUI&CO, FY March 2023 Breakdown by Category Units: MT-CO2e Category Segment breakdown Total [ 1 Purchased goods and services 35.3 ] © Mineral & Metal Resources 0.2 2 Capital goods 0.8 © Energy 3.1 3 Fuel-and-energy-related activities not included in Scope
Slide 15: Evaluation by Society
appenaixo3 | Evaluation by Society MITSUI&CO, ESG rating agency score 2021 2022 2023 GPIF Adopted 2021 2022 (as ofall ESG Domestic Stock Indices 2022 CONSTITUENT MSCI JAPAN “1 — Vv — ESG SELECT LEADERS INDEX FTSE 4.1 4.3 4.4 2021 CONSTITUENT MSCI JAPAN *1 Vv _ — EMPOWERING WOMEN INDEX (WIN) MSCI&> A