Consolidated Financial Results
For the Six-Month Period Ended September 30, 2026

from the beginning

Consolidated Financial Results For the Six-Month Period Ended September 30, 2026

• H1 Results

• Progress on Execution of Key Initiatives

• Acquisition of AerFin

• FY27.3: H1 Net Income, Q2 Earnings Breakdown

• Segment Profits: Four Segments - YoY Comparison

• Segment Assets: Four Segments -vs. end-FY26.3

• Segment Profits: Three Categories (Finance, Operation, Investments) -Progress

• Capital Recycling

• Private Assets/Real Assets: Enhancing Capabilities and Business Expansion

• FY27.3: Full-year Net Income Forecast

• Shareholder Returns

Supplementary Information

• Japan & APAC Segment

• Corporate Financial Services, Auto, Rentec Unit

• PE Investment Unit

• Asia-Pacific and Greater China Unit

• Infrastructure Segment(1)

• Infrastructure Segment(2)

• Real Estate Unit

• Environment and Energy Unit

• Aircraft and Ships Unit

• USA & Europe Segment

• ORIX USA Unit

• ORIX Europe Unit

• Insurance Segment

• About ORIX Expertise in Business and Collective Capabilities of the Group

• About ORIX Proven Track Record of Profitability

• Financial Targets

• Adjusted ROE (Reference)

• Key Initiatives for FY27.3

• FY26.3 Results: ROE and Shareholders’ Equity (Three Categories)

• FY26.3 Results: Profitability and Efficiency (Three Categories)

• Category / Segment Matrix: FY27.3 Onward

• Capital Recycling Profit Growth

• Roadmap for Asset Management

• ORIX Group - Asset Management Business

• Financial Strategy

• Human Capital and Business Growth

• ESG

• ORIX Investor Day 2026: London (July 2)

@Disclaimer

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