PLAY LIST from the beginning Portfolio Enhancement Diversified Business Portfolio Transition of Portfolio by Industry Transition of Portfolio by Region Portfolio Review and Asset Recycling Asset Reconfiguration Progress in Enhancement of Base Profit Strengthening Existing Businesses Efficiency Improvements, Turnarounds Ongoing Efficiency Improvements, Turnarounds New Businesses Toward Further Portfolio Enhancement Q&A Q&A 1 Q&A 2 Q&A 3 Q&A 4 Q&A 5 Kazumasa Nakai Representative Director, Senior Executive Managing Officer, Chief Strategy Officer