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ORIX(IX) - 2023 Q3 - Quarterly Report
2023-02-10 19:38
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 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 ...
ORIX(IX) - 2023 Q3 - Earnings Call Transcript
2023-02-06 21:04
财务数据和关键指标变化 - 公司截至2022年12月31日的净收入为211.4亿日元,同比增长,第三季度净收入较第二季度增长50% [5][7] - 第三季度净收入为120.7亿日元,同比增加15%,环比增加44% [7][8] - 年化ROE为8.6% [5] 各条业务线数据和关键指标变化 - 保险业务因COVID-19相关支出减少,第三季度利润恢复 [6][10] - 航空和船舶业务在北美和欧洲市场强劲复苏,第三季度利润为17亿日元,同比增长14.2亿日元 [20] - 环境与能源业务利润同比增长86%,达到34.1亿日元,受电力现货价格上涨影响 [17] - 私募股权投资和特许经营单位的利润有所改善,尽管仍面临挑战 [16] 各个市场数据和关键指标变化 - 日本市场的酒店和设施运营业务因政府旅行支持计划,入住率达到约80% [9] - 国际航线乘客数量快速增长,预计将推动未来利润恢复 [9] - 亚洲和澳大利亚市场的利润同比下降3%,但新投资机会正在增加 [22] 公司战略和发展方向和行业竞争 - 公司继续推进资本回收战略,通过新投资和资产退出提高盈利能力 [11][12] - 计划在2023财年收购Elawan的剩余20%股份,进一步增强可再生能源业务 [11] - 公司在可再生能源领域的投资将加速,目标到2030年实现10吉瓦的能源生产能力 [17] 管理层对经营环境和未来前景的评论 - 管理层对未来的经营环境持谨慎乐观态度,预计COVID-19的恢复将带来积极影响 [25] - 对于2024财年的业绩,管理层表示将于5月的财报电话会议中提供更多信息 [31] - 预计保险收入将成为潜在的积极因素 [32] 其他重要信息 - 公司已完成500亿日元的股票回购计划,约占已发行股份的2% [6] - 信用评级机构S&P将公司的展望从稳定下调至负面,反映出对DHC投资的执行情况的担忧 [24] 问答环节所有提问和回答 问题: 关于Ormat的持股策略 - 公司计划保留对Ormat的10%或以上的股份,资本回收策略将继续推进 [27] 问题: 关于2024财年的业务计划 - 公司将在5月的财报电话会议中分享2024财年的具体信息,预计将比之前的预期更好 [31] 问题: 关于DHC的收购及未来盈利能力 - DHC的收购将集中于广告和推广成本的提升,预计未来将改善盈利能力 [36] 问题: 关于美国市场的风险管理 - 公司将继续在美国市场进行资产管理和PE投资,尽管会更加严格地控制风险 [73] 问题: 关于亚洲市场的新投资机会 - 公司在韩国和印度尼西亚等地增加新投资,保持谨慎态度 [65]
ORIX(IX) - 2023 Q3 - Earnings Call Presentation
2023-02-06 14:19
※ テンプレートデザインの個別編集禁止 | --- | --- | --- | |------------------|-------------------------------------------------------------------------------------------------------------------------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | ORIX Corporation | | | | Third | Quarter Consolidated Financial Results | | | | For The Nine-Month Period Ended December 31, 2022 | | | Hitomaro Yano | Executive Officer Corporate Function Unit Responsible for Treasury, Accounting, Corporate Planning, I ...
ORIX(IX) - 2023 Q2 - Earnings Call Transcript
2022-11-07 22:10
ORIX Corporation (NYSE:IX) Q2 2023 Earnings Conference Call November 7, 2022 2:30 AM ET Company Participants Hitomaro Yano - Executive Officer, Head of Treasury & Accounting Headquarters Makoto Inoue - Member of the Board of Directors, Representative Executive Officer, President and Chief Executive Officer Conference Call Participants Naruhiko Sakamaki - Nomura Securities Kazuki Watanabe - Daiwa Securities Futoshi Sasaki - BofA Securities Masao Muraki - SMBC Nikko Securities Wataru Otsuka - JPMorgan Koki Sa ...
ORIX(IX) - 2023 Q1 - Earnings Call Transcript
2022-08-06 22:51
ORIX Corporation (NYSE:IX) Q1 2023 Earnings Conference Call August 3, 2022 3:30 AM ET Â Company Participants Hitomaro Yano - Executive Officer, Head of Treasury & Accounting Headquarters Conference Call Participants Koki Sato - Mizuho Securities Naruhiko Sakamaki - Nomura Securities Kazuki Watanabe - Daiwa Securities Masao Muraki - SMBC Nikko Securities Natsumu Tsujino - Mitsubishi UFJ Morgan Stanley Futoshi Sasaki - BofA Securities Taiki Okada - UBS Securities Koichi Niwa - Citigroup Inc. Wataru Otsuka - J ...
ORIX(IX) - 2022 Q3 - Earnings Call Transcript
2022-02-08 05:24
ORIX Corporation (NYSE:IX) Q3 2022 Earnings Conference Call February 7, 2022 2:30 AM ET Company Participants Hitomaro Yano - Head of Treasury and Accounting Headquarters Conference Call Participants Naruhiko Sakamaki - Nomura Securities Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Wataru Otsuka - JPMorgan Securities Futoshi Sasaki - BofA Securities Taiki Okada - UBS Securities Koichi Niwa - Citigroup Securities Natsumu Tsujino - UFJ Morgan Stanley Disclaimer*: This transcript is d ...
ORIX(IX) - 2022 Q3 - Earnings Call Presentation
2022-02-08 01:02
※ テンプレートデザインの個別編集禁止 | --- | --- | --- | |------------------|----------------------------------------------------------------|-------| | | | | | | | | | | | | | ORIX Corporation | | | | | Third Quarter Consolidated Financial Results | | | | For The Nine-Month Period Ended December 31, 2021 | | | Hitomaro Yano | Executive Officer Head of Treasury and Accounting Headquarters | | | February 7, 2022 | | | 1 Answers, Custom Fit. Copyright © 2022 ORIX Corporation All rights reserved. Company Name (TSE: 8591; NYSE: ...
ORIX(IX) - 2022 Q2 - Earnings Call Presentation
2021-11-08 03:39
※ 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, 2021 | | | Makoto Inoue | Member of the Board of Directors Representative Executive Officer President & CEO | | | November 4, 2021 | | | 1 Answers, Custom Fit. Copyright © 2 ...
ORIX(IX) - 2022 Q2 - Earnings Call Transcript
2021-11-08 02:38
ORIX Corporation (NYSE:IX) Q2 2022 Earnings Conference Call November 4, 2021 3:30 AM ET Corporate Participants Makoto Inoue - President and Chief Executive Officer Hitomaro Yano - Head of Treasury and Accounting Headquarters Conference Call Participants Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Natsumu Tsujino - Mitsubishi UFJ Morgan Stanley Securities Futoshi Sasaki - Bank of America Wataru Otsuka - JPMorgan Sato-san - Mizuho Securities Taiki Okada - UBS Securities Koichi Niwa ...
ORIX(IX) - 2022 Q1 - Earnings Call Transcript
2021-08-07 06:33
ORIX Corporation (NYSE:IX) Q1 2022 Earnings Conference Call August 3, 2021 3:30 AM ET Company Participants Hitomaro Yano - Executive Officer, Head of Treasury & Accounting Headquarters Conference Call Participants Wataru Otsuka - JPMorgan Securities Masao Muraki - SMBC Nikko Securities Kazuki Watanabe - Daiwa Securities Natsumu Tsujino - Mitsubishi UFJ Morgan Stanley Securities Naruhiko Sakamaki - Nomura Securities Futoshi Sasaki - Bank of America Koichi Niwa - Citigroup Securities Sato-san - Mizuho Securit ...