Kazuki Yamamoto Operating Officer, Corporate Function Unit Responsible for Corporate Planning, Investor Relations and Sustainability PLAY LIST from the beginning Consolidated Financial Results For the Three-Month Period Ended June 30, 2025 Executive Summary Net income & ROE Three Categories: Pre-taxProfits Breakdown Three Categories: ROE Three Categories: Assets and ROA Three Categories: Finance, Operation, Investments Capital Recycling Greenko Share Transfer Agreement and New Investment in AM Green Agreement to Acquire Shares of Hilco Trading LLCto Make It a Subsidiary Investment Pipeline: Investment Amount and Time Frame to Earnings Contribution Inbound Tourism Segment Profits: 10 Segments Segment Assets: 10 Segments Shareholder Returns ROE & EPS Growth and Enhancing Corporate Value Segment Information Corporate Financial Services and Maintenance Leasing Corporate Financial Services and Maintenance Leasing - About the Business Real Estate Real Estate - About the Business PE Investment and Concession PE Investment and Concession -About the Business Environment and Energy Environment and Energy -about the business Insurance Insurance -About the Business Banking and Credit Banking -About the Business Aircraft and Ships Aircraft and Ships -About the Business ORIX USA ORIX USA -About the Business ORIX Europe ORIX Europe - About the Business Asia and Australia Asia and Australia -About the Business Appendix ORIX by the Numbers About ORIX Expertise in Business and Collective Capabilities of the Group About ORIX Proven Track Record of Profitability Breakdown of Segment Profits: Base Profits and Investment Gains Capital Recycling Profit Growth Investment Gains and Major Breakdown Roadmap for Asset Management ORIX Group -Asset Management Business Financials: D/E Ratio, ROE, Employed Capital Ratio, Credit Ratings Financials: Funding Structure and Interest Rate/Forex Sensitivity Long-Term Vision: Goal and Mgmt KPI Long-term Vision: Focus Areas & Business Models Long-term Vision: Initiatives for Realizing Vision New Three-Year Plan: ROE Improvement New Three-Year Plan: Shareholders’ Equity and Capital Allocation Long-term Vision and New Three-Year Plan: Summary Roadmap for ROE & Profits Human Capital and Business Growth ESG Disclaimer @ Q&A Q&A1 33 Q&A2 8 Q&A3 28 Q&A4 15 Q&A5 15 Q&A6 42 Q&A6 Q&A7 46 @ Back Next