P.1 Snapshot 1: Our History of Enhancing Corporate Value

Focus on our strengths̶built on lessons from success and failure̶to achieve stable growth and drive corporate value enhancement

p.22 Logic Tree

(FY)		Market capitalization*1	Profit for the year	Real estate	Aircraft leasing	Digital	Renewable energy generation
	Asian financial crisis
2000	Dot-com bubble burst	Market capitalization: ¥841.8 billion	Profit for the year: ¥40.3 billion
2001
2002
2003	Commodity supercycle
2004				Entry into logistics facilities business
2005							Entry into CBK hydroelectric power generation business in the Philippines
2006
2007
2008	Global financial crisis
2009				Launch of “CLASSY HOUSE” condominium brand
2010	European sovereign debt crisis
2011						Merger of SCS and CSK
2012					Start of SMBC Aviation Capital		Entry into Muara Laboh geothermal power generation business in Indonesia
2013
2014
2015
2016				Launch of the “PREX” medium-sized office building brand Entry into residential business in India			Entry into Solar Power Minamisoma-Kashima, solar power generation business in Japan
2017
2018				Entry into North Hanoi Sustainable City development business in Vietnam			Entry into Noirmoutier/ Le Treport offshore wind power generation businesses in France
2019	COVID-19
2020
2021
2022					Acquisition of Goshawk		Entry into Amunet onshore wind power generation businesses in Egypt
2023
2024	Medium-Term Management Plan 2026			Entry into residential business in Australia		Net One Systems joined the Group
2025		Market capitalization: ¥7.002 trillion	Profit for the year: ¥600.3 billion	Selection as developer for Former Kyushu Univ. Hakozaki Campus Site Project
2026					Acquisition of Sumisho Air Lease	Full acquisition of SCSK

*1 Market capitalization as of the end of each fiscal year

Real estate assets portfolio Approx. ¥2 trillion*2 No. 1 developer in capital efficiency
Aircraft leasing fleet Approx. 1,900 owned, serviced, and committed aircraft
System and network integration Among Japanʼs largest Revenue and profit growth for 14 consecutive years
Renewable energy net ownership generation capacity Approx. 2 GW *2 Includes assets under management
※Improve PBR
※ROE Improve profitability (margin)
※PER Increase the expected growth rate Reduce the cost of capital Enhance shareholder returns