Mitsui & Co.,ltd · TSE:8031
Mitsui & Co.,ltd — Investor Day (2021)
8 slides from Mitsui & Co.,ltd's investor day presentation, 2021
Slide 1: Mineral & Metal Resources Business Strategy
Mineral & Metal Resources Business Strategy M i n eral & M etal Reso u rces Bu si n ess Un i t Tetsuya Fukuda Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED.
Slide 2: Megatrends
Megatrends Economic growth Higher environmental and development aw areness U r b a n iza t io n , in f r a s t ru ct ur e S h i f t t o E V, r e n e w a b le e n e r g y, d e v e l o p m en t r e c yc l i n g , l o w c a r b o n m a t e r ia ls For the stable and sustainable development of the world
Slide 3: Mitsui & Co.'s Mineral & Metal Resources Business
Mitsui & Co.'s Mineral & Metal Resources Business Supply of raw Strengthening materials underground resources business Addressing Challenges Collection Mineral & Metal Smelting changes in and and recycling Resources value processing in the global new chain environment domains Development and growth
Slide 4: Cumulative core operating cash flow ≈ 1.2 trillion yen
Quantitative/Cash Generation and Profitability Last 5 years Cumulative core operating cash flow ≈1.2 trillion yen ■Core operating cash flow 311.7 290 (¥bn) 240.8 244.8 202.2 181.5 159.9 134.5 Mar/2015 Mar/2016 Mar/2017 Mar/2018 Mar/2019 Mar/2020 Mar/2021 Mar/2022 (Plan) A business foundation that co
Slide 5: Enhancing Underground Resources Business Portfolio which generates return
Enhancing Underground Resources Business Portfolio which generates return ◆ Demand for steel keeps expanding particularly in Asia, and iron ore & metallurgical coal continue to see long-term demand. ◆ Demand for raw materials that are essential for electrification, EV and automotive weight reduction
Slide 6: Development of Surface Resources (Recycling) Business
Development of Surface Resources (Recycling) Business ◆ LCA diffusion, expanded use of recycled raw materials. ◆ Social demand for battery reuse and recycling (collection and reuse needs associated with the spread of EVs). Reinforcing and developing business foundation Metal ⚫ Capture demand in the
Slide 7: Bolstering business through our comprehensive strength
“Bolstering business through our comprehensive strength” and "Developing new domains/business clusters" We develop multiple businesses, through our core business activities Hydrogen Value chain Emissi Water 海水 Core business on business Seawater rights 淡水化 desalination Energy 3 Underground 1 resource
Slide 8: Goals and Quantitative Targets
Goals and Quantitative Targets for the Mineral & Metal Resources Business “Stable supply of “the creation of a raw materials” and Circular society / economy” Through the above principles, we will contribute to development and the formation of a low-carbon society. The Mineral and Metal Resources Bus