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Machinery & & Infrastructure Shingo Sato Integrated Transportation Systems Business Unit Ⅰ

Unit：¥bn

■ Profit (PAT)

158.8 ■ Core Operating 105.0 Cash Flow 89.6 90.0 85.0 85.0

Developing comprehensive business through extensive customer base and coordination with top-level partners

Coordination with 160 affiliate companies

■Automobiles ■Construction equipment ■Shipping ■Aerospace ■Transportation Development & Expansion

Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 32 Competitive Advantages Existing infrastructure assets backed by stable demand Increase in value through productivity streamlining, and portfolio optimization through asset recycling

Africa Asia, Renewable energy 7% Australia  Power generation capacity 9.3GW 16% Middle East 34% Power  Well-balanced region/fuel portfolio By 26% By  Operatorship Coal fuel region 22% Gas Americas 62% 32%  Solid cooperative structure with MODEC Offshore  Proven results with abundance of projects for Brazilian firm Petrobras oil&gas  Stable income from 18 FPSO/FSO vessels (investment scale: ¥80 bn) © MODEC

Gas  Strong relationship with Petrobras distribution  Approximately 50% share of Brazil gas supply (Operating in 19 of 26 states)

Climate change Mobility market Technological bringing heightened expansion and innovation and awareness of the business model digital revolution environment change

Low-carbon society Strengthening of Accelerated change Shift from owning to using environmental regulations in industrial structure (lease, rental, sharing) New business opportunities

Thoroughly reinforce a sustainable earnings base

Implement strategic lifecycle management

Enter new business domains (e.g. automotive sector)

Increased ・・ stake in Equity holding 20%30% Cameron Investment in 2 of 7 Penske Truck ¥48.0 bn LNG vessel long-term charter ships Leasing ・Strengthened ties with ・Assessing remaining 5 Penske Group (70%) ships

・Launched operation of 2 ・First FSRU to Pakistan FPSO vessels FPSO FSRU ・Capturing LNG demand (for Brazil, Ghana) Charter-in investment in developing nations ・Invested in 2 new vessels

©MODEC

Digital Transformation

Sky Futures ・Drone inspections to increase safety and decrease downtime (UK) ・Improve inspection efficiency of large assets such as ships ・Optimize asset management through accumulated data and AI

“Digital Transformation with KOMATSU/LANDLOG” Use construction equipment data and digitalize construction sites Komatsu, LANDLOG Start fuel supply services as entry point for joint development of new services →Reform construction industry and lift efficiency

Power Power business: Develop ＆ Sell

IPP Distributed Power Large power plants

Energy management Asset recycling services

Upstream EV Batteries Engineering Automotive outsourcing sector OEM business manufacturing & sales （continue to strengthen as core earnings成長 source）

Downstream Services／Lease, rental and sharing

• Fleet Management • Mobility as a Service (MaaS)

Penske Truck Leasing Co., L.P（”PTL”）  Together with Penske Automotive Group as PTL international transportation services company (US)  Secure new mobility business platforms in US and other regions  Grow and horizontally extend full-service truck leasing, truck rental and logistics business

Largest auto lease/rental co. in Chile Mitta Inversiones Mitta SpA（49％ stake) (Chile)  Leveraging vehicle operating lease (B to B)and rental car businesses (B to C) ,

expand the value chain to consumer side

Investing in EV development and manufacturing business to secure development and production capabilities in EVs and core components

 Caetano Bus（EV bus）・Global No.1 in airport passenger buses Participate ・Aiming to expand EV bus business thru Mitsui network in EV-related business  Forsee (Battery system) ・Battery system technologies incl. battery and related systems ・Pursue battery lifecycle business incl. leasing, re-use and recycling

 Lucid Motors（Premium EV）・Core EV technologies like batteries, motor and software ・Targeting 2020 commercial production

Copyright © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 41 ● Logistics ◆ Dealer T TOYOTA Y YAMAHA Auto industry regional strategy ▲ Assembly, mftg ○ Finance, lease, rental D DAIHATSU S Subaru HINO Others, Various T CLAAS Russia ■ Distributor ■ Auto parts H O As of March 2018

H T Mitsui Bussan Automotive (Thailand) T Toyota Canada H Hino Motors Sales (Thailand) H Hino Motors Manufacturing (Thailand) Y BAF (Thailand) O Android Industries T Lao Toyota Service (Laos) O Penske Automotive Group T Sollers-Bussan O Kobe Aluminum Automotive Product O Forsee Power H Hino Motors Sales O Caetano Bus (Russia) O KAAP(China) H Hino Motors Sales USA O Mitsui Bussan Automotive O Car Price O Azapa O TTS O Penske Truck Leasing T Toyota Motor Kuotu Motors India Yamaha Motor T Hino Motors Manufacturing Mexico Manufacturing Private H Turkey Y T Toyota Motor Philippines H Hino Motors Sales Mexico O Smart Auto T Toyota Manila Bay Corporation Systems LEXUS Manila S SGM Automotriz Private D Daihatsu Malaysia / Perodua Auto Corporation Americas T Automotor Toyota Colombia O Car Club H Hino Motors Manufacturing Colombia Y Bussan Auto Finance US O MAF Colombia Y Yamaha Indonesia Motor Manufacturing T Toyota del Peru T Mitsui Automotriz Y Bussan Auto Finance India Emerging Asia-Pacific Canada O Mitsui Auto Finance Peru Peru

T Transystem Logistics International Russia Japan Mexico O Veloce Logistica Chile T Toyota Chile O Mitsui Auto Finance India Philippines Thailand Colombia O Chile Autorentas (Inversions Mitta)

Indonesia Malaysia Australia