Mitsui & Co.,Ltd · TSE:8031
Mitsui & Co.,Ltd — Investor Day (2023)
10 slides from Mitsui & Co.,Ltd's investor day presentation, 2023
Slide 1: Mitsui & Co. Investor Day 2023: Enhancing Corporate Value
Mitsui & Co. Investor Day 2023 Enhancing Corporate Value MITSUI&CO. Representative Director, President and Chief Executive Officer Kenichi Hori
Slide 2: Trajectory of Corporate Value Enhancement
i Trajectory of Corporate Value Enhancement ce MITSUI&CO, @ We have demonstrated sustainable growth by transforming our business portfolio responding to changes in the business environment and social issues 30% Innovation & Corporate Development Lifestyle 6% Mineral & Tron oct » Metal Sericts Resour
Slide 3: Further Enhancement of Corporate Value
Further Enhancement of Corporate Value ce mirsuteco @ Implement measures to continuously improve and maintain ROE constantly above the cost of capital Enhancing base profit - ROIC-oriented * Driving forward the middle game*® Cis SOON * Transforming the business portfolio 7 Canes tt iar * Optimizatio
Slide 4: Continuous Enhancement of Base Profit
Continuous Enhancement of Base Profit coe MITSUI&CO, @ We are strengthening our competitiveness by driving forward the middle game, continuously transforming our portfolio Driving forward the aa Business portfolio middle game ‘es transformation * Thorough strengthening of existing * Growth investmen
Slide 5: Base profit enhancement target
◆ Base profit enhancement target ⚫ ： ⚫ ： ⚫ ： ⚫ ⚫
Slide 6: Business Portfolio Transformation - Accelerated Execution of Growth Investments
Business Portfolio Transformation ce - Accelerated Execution of Growth Investments mirsuteco @ Selectively execute investments from a robust pipeline of high-quality projects @ Accelerate growth investments, forecasting investments to total around 1 Tr JPY for this fiscal year On track for 1 trillio
Slide 7: Examples of Growth Investments in Familiar Areas of Business
Examples of Growth Investments in Familiar Areas ce of Business woreteen @ Strengthen our business clusters and accelerate cross-industry business cluster formation through investment in familiar areas of business Food & Nutrition Animal protein business cluster Food service business cluster Wellnes
Slide 8: Business Portfolio Transformation - Asset Reconfiguration
Business Portfolio Transformation ce - Asset Reconfiguration mirsureco @ Realization of intrinsic value through strategic sales of assets that offer limited upside in our business portfolio @ Acquire management resources that can be reallocated through asset reconfiguration (Bn JPY) (Bn JPY) 200 -e
Slide 9: Total shareholder returns as a % of Core Operating Cash Flow
◆ ◆ Total shareholder returns as a % of Core Operating Cash Flow around
Slide 10: 360° business innovation.
360° business innovation. MITSUIECO.