Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of February 2024. Commission File Number: 001-14856 ORIX Corporation (Translation of Registrant’s Name into English) World Trade Center Bldg., SOUTH TOWER, 2-4-1 Hamamatsu-cho, Minato-ku, Tokyo, JAPAN (Address of Principal Executive Offices) (Indicate by check mark whether the registrant files or will file ...

ORIX Corporation (NYSE:IX) Q3 2024 Earnings Call Transcript February 7, 2024 2:30 AM ET Company Participants Makoto Takahashi - Investor Relations Sustainability Promotion Division Kazuki Yamamoto - Operating Officer-Investor Relations Conference Call Participants Naruhiko Sakamaki - Mizuho Securities Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Koki Sato - JPMorgan Securities Futoshi Sasaki - Nomura Securities Wataru Otsuka - SBI Securities Yuki Yaginuma - Bank of America Ta ...

Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of November 2023. Commission File Number: 001-14856 ORIX Corporation (Translation of Registrant’s Name into English) World Trade Center Bldg., SOUTH TOWER, 2-4-1 Hamamatsu-cho, Minato-ku, Tokyo, JAPAN (Address of Principal Executive Offices) (Indicate by check mark whether the registrant files or will file ...

财务数据和关键指标变化 - 公司上半年净利润为1281亿日元,同比增长4.7%,实现年化ROE 7.0% [3] - 基础利润同比增长16%至1674亿日元,主要得益于房地产和特许经营业务收益的恢复,以及保险业务投资收益的增加 [4] - 投资收益同比下降14%至236亿日元,主要是由于出售多项房地产资产而产生的投资收益在上半年入账 [4] 各条业务线数据和关键指标变化 - 企业金融服务和维修租赁业务利润增长9%至403亿日元,企业金融服务各项费用业务表现良好,并受益于并购经纪业务的贡献 [5] - 房地产业务利润增长42%至269亿日元,主要得益于设施运营、酒店和公寓销售业务的改善 [6][7] - 私募股权和特许经营业务利润增长141%至97亿日元,主要由于去年收购的DHC和HEXEL Works的贡献 [8] - 环境能源业务利润下降7%至81亿日元,主要是由于海外能源业务的对冲成本上升 [9] - 保险业务利润增长151%至370亿日元,主要得益于投资收益的增加 [10] - 银行和信贷业务利润增长8%至165亿日元,主要由于长期贷款利率上升带来的收益增加 [10] - 飞机和船舶业务利润下降2%至104亿日元,主要是由于船舶业务的利润下降 [11] - ORIX美国业务利润下降24%至163亿日元,主要是由于私募股权业务退出交易减少 [12] - ORIX欧洲业务利润下降49%至124亿日元,主要是由于欧元利率上升导致的对冲成本上升 [13] - 亚洲和澳大利亚业务利润下降,主要是由于去年同期有出售东南亚附属公司的收益 [14] 各个市场数据和关键指标变化 - 日本国内业务整体表现良好,利润同比增长16.1%,主要得益于房地产、私募股权、特许经营和保险业务 [22] - 美国业务由于信贷成本上升和新投资受限,预计将低于初始利润目标约20亿美元 [27] - 欧洲业务的资产管理业务AUM正在恢复,并推出了ESG相关基金和主动式ETF,前景依然看好 [28] - 亚洲和澳大利亚业务由于去年同期有出售东南亚附属公司的收益,本期利润有所下降 [14] 公司战略和发展方向及行业竞争 - 公司将继续推进资产出售,主要包括物流设施、租赁公寓和其他房地产资产,以及私募股权资产和可再生能源设施 [23] - 公司正在推进东京湾综合度假村项目,尽管由于通胀和建筑成本上升,投资金额高于预期,但仍能为公司和MGM合作带来预期的盈利水平 [26] - 公司正在加强对ORIX美国的信用风险监控和风险控制,并优先考虑风险管理 [27] - 公司正在推进Robeco集团的新基金产品,如ESG相关基金和主动式ETF,以提升欧洲业务的前景 [28] - 公司正在加快飞机购买和出售,以应对欧元和美元对冲成本上升,提高ROE和ROA [30] - 公司正在推进Ormat、Elawan和Greenko等可再生能源业务的资本回收和资产出售计划 [31][34][36] - 公司正在对近期收购的DHC实施新的管理架构,改善公司治理和合规,并推进与东芝的私有化交易 [38][39] 管理层对经营环境和未来前景的评论 - 全球地缘政治局势动荡,加上通胀、利率和汇率波动,给公司的经营环境带来挑战 [21] - 日本国内面临价格上涨、劳动力短缺和日元贬值等问题,但外资持续流入提供支撑 [22] - 美国利率持续高企导致信贷成本上升,公司将暂缓新的私募信贷业务 [20] - 公司将继续推进资产出售,以实现全年330亿日元的净利润目标,但具体时间取决于交易进度 [23][40] - 公司有信心通过资产出售和基础利润的增长,实现全年330亿日元的净利润目标 [24] 问答环节重要的提问和回答 问题1 **Masao Muraki 提问** 询问利率上升对公司各业务的影响,特别是银行和保险业务的盈利能力 [44][45] **Makoto Inoue 回答** - 利率上升将有利于银行、保险和租赁等金融业务,可以带来套利机会 [46][47] - 银行和保险业务的资产结构与租赁不同,可以通过资产出售等方式提升收益 [46][47] - 但高利率也会对房地产开发和私募股权业务带来成本压力,需要谨慎应对 [51] 问题2 **Koki Sato 提问** 询问ORIX美国业务的情况,包括资产规模、基础利润和利率上升的影响 [55][56] **Hitomaro Yano 回答** - ORIX美国主要从事私募信贷业务,利率上升导致客户现金流恶化,信贷成本上升 [57][58][59] - 资产端主要为浮动利率,利率上升的正面影响被信贷成本上升所抵消,影响难以量化 [59][60][61] - 公司正在加强风险管理,优先考虑风险控制,预计美国业务将低于初始利润目标 [27][61] 问题3 **Kazuki Watanabe 提问** 询问公司对330亿日元全年净利润目标的信心程度 [67] **Hitomaro Yano 回答** - 资产出售计划是根据前线团队的谈判预期制定的,具有一定可实现性 [96][100] - 但具体时间

※ テンプレートデザインの個別編集禁止 ORIX Corporation Second Quarter Consolidated Financial Results For the Six-Month Period Ended September 30, 2023 ...

ORIX Corporation (NYSE:IX) Q1 2024 Earnings Call Transcript August 4, 2023 3:30 AM ET Company Participants Hitomaro Yano - Executive Officer for Accounting and IR Conference Call Participants Kazuki Watanabe - Daiwa Securities Masao Muraki - SMBC Nikko Securities NatsumuTsujino Mitsubishi - UFJ Morgan Stanley Futoshi Sasaki - Nomura Securities Koki Sato - JPMorgan Taiki Okada - UBS Securities Koichi Niwa - Citigroup Naruhiko Sakamaki - Mizuho Securities Operator So it is now time to get started. Thank you f ...

Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of August 2023 Commission File Number: 001-14856 ORIX Corporation (Translation of Registrant’s Name into English) World Trade Center Bldg., SOUTH TOWER, 2-4-1 Hamamatsu-cho, Minato-ku, Tokyo, JAPAN (Address of Principal Executive Offices) (Indicate by check mark whether the registrant files or will file an ...

Table of Contents SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the month of June 2023 Commission File Number: 001-14856 ORIX Corporation (Translation of Registrant’s Name into English) World Trade Center Bldg., SOUTH TOWER, 2-4-1 Hamamatsu-cho, Minato-ku, Tokyo, JAPAN (Address of Principal Executive Offices) (Indicate by check mark whether the registrant files or will file annu ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION ...

ORIX Corporation (NYSE:IX) Q4 2023 Results Conference Call May 10, 2023 3:30 AM ET Company Participants Makoto Inoue - President, Executive Officer and Chief Executive Officer Hitomaro Yano - Executive Officer for Accounting and IR Conference Call Participants Kazuki Watanabe - Daiwa Securities Masao Muraki - SMBC Nikko Securities NatsumuTsujino Mitsubishi - UFJ Morgan Stanley Taiki Okada - UBS Securities Koki Sato - JPMorgan Koichi Niwa - Citigroup Securities Operator Good evening, ladies and gentlemen. Th ...