Tokyo Century (8439 ) Investor presentation summary

Vision and business overview

• Focuses on providing and managing diverse assets supporting society, including wind and solar power, data centers, real estate, vehicles, and ICT equipment.

• Aims to enrich lives through expertise in asset value assessment and life cycle management.

• Operates five main segments: equipment leasing, automobility, specialty financing, international business, and environmental infrastructure.

• Pursues solutions to global social challenges, leveraging asset value identification, strong partnerships, and specialized professionals.

Historical development and shareholder structure

• Formed through the merger of two major leasing companies, with significant milestones including international expansion and alliances.

• Major shareholders as of March 2025 include ITOCHU (30%), Chuo-Nittochi (14%), and NTT (10%).

Financial performance and portfolio evolution

• Achieved resilient growth despite COVID-19 and geopolitical events, with ordinary income forecasted at ¥100.0 billion for FY2025.

• Diversified portfolio shifted from equipment leasing dominance to increased specialty financing and international business.

• Principal revenue streams are stable leasing income and capital gains from asset sales.