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FY2020

IR ConferenceFY2020 Investor Day

Date November 26, 2020
Speaker Ⅰ. Group Strategy (13:30-14:30 JST)
Satoru Komiya, President and Group CEO, Tokio Marine Holdings, Inc.
Takayuki Yuasa, Executive Vice President and Group CFO, Tokio Marine Holdings, Inc.

Ⅱ. Domestic Business Strategy (14:40-15:25 JST)
Shinichi Hirose, President and CEO, Tokio Marine & Nichido Fire Insurance
Katsumi Nakazato, President and CEO, Tokio Marine & Nichido Life Insurance

Ⅲ. International Business Strategy (15:35-16:20 JST)
Akira Harashima, Senior Managing Director, Co-Head of International Business, Tokio Marine Holdings, Inc.

Ⅳ. Asset Management Strategy (16:30-17:00 JST)
Yoshinari Endo, Managing Director and Group CIO, Tokio Marine Holdings, Inc.
Movie
Materials
Notes <Key Questions>
Ⅰ. Group Strategy
・How much organic growth do you aim at in the next Mid-Term Business Plan, while there are challenges such as intensified natural catastrophes and low interest rates?
・Do you have any plans to review the definition of ESR or its target range for the next Mid-Term Business Plan?
・What did Mr. Komiya realize that you need to change by the impact of COVID-19?

Ⅱ. Domestic Business Strategy
・TMNF aims at less than 30% level of business expense ratio for medium- to long-term, and what kind of DX strategies are you promoting to realize it?
・To what extent have you achieved for the profit improvement in fire insurance? In addition, how long will it take to reach the goal?

Ⅲ. International Business Strategy
・How do you expect for the top-line growth of U.S. subsidiaries although they have been impacted by COVID-19 and the strengthening of underwriting discipline?
・While M&A market has been dramatically changing during COVID-19, are there also any changes of checkpoints for M&A candidates, valuation, fundamentals, and etc.?

Ⅳ. Asset Management Strategy
・What kind of initiatives will you take in this globally lowering interest rates environment?
・Although Delphi has achieved a great track record, would it be possible for them to manage double or triple scales of CRE loans and CLO if they are willing to?

Conference CallFY2020 2Q Results Conference Call

Date November 19, 2020
Speaker Taizou Ishiguro, Head of Investor Relations
Tokio Marine Holdings, Inc.
Notes Replay function is available for six months from the conference day

“Supplemental material for FY2020 2Q Conference Call” was reposted at 16:30 on November 19, 2020. (“Ordinary Profit” was corrected as follows.)

Overseas subsidiaries;
“Original of FY2020 Projections” was corrected from 107.0 billions of yen to 112.0 billions of yen.
“Difference of FY2020 Projections” was corrected from +21.0 billions of yen to +16.0 billions of yen.

Others(Elimination, etc.);
“Original of FY2020 Projections” was corrected from 0.4 billions of yen to -4.5 billions of yen.
“Difference of FY2020 Projections” was corrected from +2.1 billions of yen to +7.1 billions of yen.
Materials

Conference CallFY2020 1Q Results Conference Call

Date August 7, 2020
Speaker Takayuki Yuasa, Executive Vice President, Group CFO
Tokio Marine Holdings, Inc.
Notes Replay function is available for six months from the conference day
Materials

OthersTokio Marine Insights "Digital Strategy"

Date June 25, 2020
Speaker Masashi Namatame, Executive officer and Head of Digital Strategy, Tokio Marine Holdings
Komei Watanabe, Head of Digital Strategy, Tokio Marine & Nichido Fire Insurance
Hidenori Kobayashi, Deputy General Manager of Claims Management, Tokio Marine & Nichido Fire Insurance
Materials

IR ConferenceFY2020 IR Conference

Date May 27, 2020
Speaker Satoru Komiya, President and Group CEO, Tokio Marine Holdings, Inc.
Movie
Materials
Notes “Reference” was reposted on September 15, 2020. (In p.73 Adjusted net assets and Adjusted BPS were corrected as follows.)
・”FY2019 Adjusted net assets” was corrected from 3,228.9 billions of yen to 3,240.9 billions of yen.
・”FY2019 Adjusted BPS” was corrected from 4,626 yen to 4,643 yen.