Financial Results for the FY Ended March 2017

A Cautionary Note on Forward-Looking Statements: This material contains statements (including figures) regarding Mitsui & Co., Ltd. (“Mitsui”)’s corporate strategies, objectives, and views of future developments that are forward-looking in nature and are not simply reiterations of historical facts. These statements are presented to inform May 9, 2017 stakeholders of the views of Mitsui’s management but should not be relied on solely in making investment and other decisions. You should be aware that a number of important risk factors could lead to outcomes that differ materially from those presented in such forward-looking statements. These include, Mitsui & Co., Ltd. but are not limited to, (i) change in economic conditions that may lead to unforeseen developments in markets for products handled by Mitsui, (ii) fluctuations in currency exchange rates that may cause unexpected deterioration in the value of transactions, (iii) adverse political developments that may create unavoidable delays or postponement of transactions and projects, (iv) changes in laws, regulations, or policies in any of the countries where Mitsui conducts its operations that may affect Mitsui's ability to fulfill its commitments, and (v) significant changes in the competitive environment. In the course of its operations, Mitsui adopts measures to control these and other types of risks, but this does not constitute a guarantee that such measures will be effective. Summary of Operating Results for the FY Ended March 2017

Operating Environment • The global economy, and particularly the U.S., saw moderate growth overall due to improved business confidence following the bottoming out of the international commodities market. • We expect the economy to continue its gradual recovery, but we will pay close attention to the progress made by the new U.S. administration in implementing its policies, as well as rising geopolitical risk in the Middle East and East Asia. Operating Results Most recent full year Achievement rate forecast (announced Results (approx.) February 2017)

EBITDA ¥590.0bn ¥596.1bn 101%

Profit ¥300.0bn ¥306.1bn 102% (After tax) Core Operating ¥450.0bn ¥494.8bn 110% Cash Flow

Return to shareholders • Planned annual dividend increased by ¥5 from forecast to ¥55 per share (including interim dividend paid at ¥25 per share) • Executed a ¥47.5bn share buyback program in Q4

COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 1 Operating Results for the FY Ended March 2017  Profit*: ¥306.1bn (+¥389.5bn YoY)  YoY change by business area: • Metals (Profit of ¥180.1bn) : + ¥332.5bn ( R eversal effect of copper business impairment losses in the previous year, increase in iron ore and coal prices) • Machinery & Infrastructure (¥70.8bn) : +¥47.1bn (Reversal effect of IPP business loss in the previous year) • Lifestyle (¥25.1bn) : +¥39.2bn (Reversal effect of Multigrain losses in the previous year, partial sale of shares in IHH)

Full Year Profit by Business Area** -Global- (reference) 306.1 (¥billion)

【YoY】

180.1 Metals・・・・・・+¥332.5bn (10.1)*** Machinery & Infrastructure・・・・ +¥47.1bn

Chemicals ・・・・・・-¥13.3bn

70.8 Energy ・・・・・・+¥36.1bn -83.4 Lifestyle ・・・・・・+¥39.2bn 31.5 23.7 Innovation & Corporate 33.1 ・・・・・・-¥4.8bn 44.8 Development 25.1 All others/Adjustments & 17.0 0.6 12.2 Eliminations ・・・・・・-¥47.3bn -46.7 * In this presentation, “Profit” means “profit (loss) for the year attributable to owners of the parent for the FY ended March 31, 2017.” ** Globally by business area, including all overseas operations -152.4 *** Iron & Steel Products segment in brackets (1.9)*** (For Profit by Operating Segment, please refer to Supplementary Information page 10) -3.0 -14.1 COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. Mar 2016 Mar 2017 2 Operating Results for the FY Ended March 2017  Core Operating Cash Flow*: ¥494.8bn (+¥23.1bn YoY)  YoY change by business area • Metals (Core Operating Cash Flow: ¥215.1bn) : + ¥73.0bn (Higher iron ore and coal prices) • Lifestyle (¥14.1bn) : + ¥23.0bn (Improved margins at Multigrain) • Energy (¥138.7bn) : - ¥68.1bn (Lower oil and gas prices) • Chemicals (¥52.8bn) : - ¥17.5bn (Lower methionine prices)

Core Operating Cash Flow Core Operating Cash Flow by -Global- (reference) Accounting Element 494.8 471.7 471.7 494.8 (¥ billion) (¥ billion) 【YoY】 142.1 (4.4)** 215.1 Metals・・・・・・+¥73.0bn 726.6 (9.8)** 719.3 Gross profit Machinery & Infrastructure・・・・ +¥19.0bn 63.4 Depreciation and amortization Chemicals ・・・・・・-¥17.5bn Dividend income 253.2 70.3 82.4 ・・・・・・-¥68.1bn Energy 193.3 Tax

Lifestyle ・・・・・・+¥23.0bn Selling, general and 52.8 220.2 194.7 administrative expenses Innovation & Corporate -63.5 Others Development ・・・・・・+¥2.4bn -132.3 206.8 All others/Adjustments & 138.7 Eliminations ・・・・・・-¥8.7bn -539.0 * Core Operating C/F= Operating C/F – C/F from -566.0 8.6 14.1 increase/decrease in working capital 11.0 ** Iron & Steel Products segment in brackets -8.9 -19.3 -10.0 -10.6 (For Core Operating Cash Flow by Operating Segment, please refer to Supplementary Information page 19) -30.0 Mar 2016 Mar 2017 Mar 2016 Mar 2017 COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 3 Cash Flow from Asset Recycling and Investments & Loans for the FY Ended March 2017

Asset recycling Investments & Loans*

Results Major items** Results Business Area Major items** (¥ billion) (¥ billion) Existing business and Projects in Investments for growth …①+② the Pipeline …① …② Coal and infrastructure in Ruyuan Metals 35.0 -160.0 Iron ore and coal in Australia Mozambique Sims Gestamp in Spain Power generation in Indonesia Machinery & Wind power in Australia Oil refinery in Egypt 65.0 -120.0 Marine container terminal in Infrastructure Aircraft engines FPSO in Brazil Indonesia Chemical-related U.S. seed treatment agrochemical Chemicals 30.0 -30.0 U.S. feed additives business business in Brazil U.S. tank terminal expansion Oil and gas development in the Energy 50.0 TonenGeneral Sekiyu -95.0 Oil and gas business in Thailand U.S. Gulf of Mexico Panasonic Healthcare Malaysian hospital (IHH) Lifestyle 70.0 -130.0 Pharmaceutical fund in the U.S. Hospital operations for middle Recruit Holdings income patients in Asia Innovation & Corporate Development 30.0 Nihon Unisys -65.0 Reinsurance asset management U.S. asset management All others/Adjustments Development of Ohtemachi 10.0 Miscellaneous -35.0 Miscellaneous & Eliminations District complex

Total 290.0 -635.0 -280.0 -355.0

*Excludes net changes in time deposit stated in cash flow statement (approx. -¥8.9 billion) **Blue text describes new investments made or proceeds from asset recycling during Q4.

 Achieved a surplus cumulative three-year Free Cash Flow of ¥490.0bn  Free Cash Flow after returns to shareholders was a surplus of ¥115.0bn (¥ billion) Two-year Total Three-year Total March 2017 Three-year Total Results Results toMarch Forecast(Announced Result toMarch 2017 2016 February2017) (b) (a)+(b) (a)

Core Operating Cash Flow…① 1,580.0 1,130.0 500.0 1,630.0

Asset recycling…② 780.0 530.0 290.0 820.0

Investment to Existing Business and

RESOURCE -1,190.0 -860.0 -280.0 -1,140.0 Porjects in the Pipeline……③

Recurring FCF…④=①＋②＋③ 1,170.0 800.0 510.0 1,310.0

Ivestments for Growth……⑤ -840.0 -460.0 -360.0 -820.0 (New Investments)

Free Cash Flow(FCF)…④＋⑤ 330.0 340.0 150.0 490.0

ALLOCATION Returns to Shareholders -370.0 -230.0 -145.0 -375.0 (Dividend, share buyback)

Cash Flows Balance Sheets

Mar Mar  Core Operating Cash Flow: ¥494.8bn (+¥23.1bn YoY) 2016 2017 (¥ trillion)  Free Cash Flow: ¥50.9bn (-¥128.0bn YoY) Other (¥ billion) Other liabilities Current Current liabilities 2.7 Core operating C/F Operating C/F Investment C/F Free C/F 2.5 assets assets 4.5 4.3 587.0 Interest- Interest- bearing debt* 494.8 bearing debt* 471.7 4.7 4.8 (3.3) 404.2 Non-current (3.2) Non-current assets assets 6.6 7.0 Shareholders' Shareholders' 178.9 equity** equity** 0.3 3.4 0.3 3.7 50.9 Noncontrolling Noncontrolling interests interests Total assets ¥10.9 Total assets ¥11.5 Shareholders’ equity ¥3.4 Shareholders’ equity ¥3.7 Net DER 0.95x Net DER 0.88x

Major factors in movements in Shareholders’ equity (+¥352.5bn from FY ended March 2016) -353.3 ・ -408.1 Profit: ¥306.1bn ・ Foreign currency translation adjustments: + ¥28.2bn Mar 2016 Mar 2017 ・ Financial assets measured at FVTOCI: + ¥123.7bn ・ Dividend payments: -¥102.2bn ・ Share buyback: -¥48.4bn (Full year) ・ Other: + ¥45.1bn * Figures in brackets describe “net interest-bearing debt”, which is interest-bearing debt minus cash and cash equivalents, and time deposits ** COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. In this presentation, “Shareholders’ equity” means “total equity attributable 6 to owners of the parent.” Return to Shareholders for the FY Ended March 2017

 Planned annual dividend: Up ¥5 from forecast to ¥55 per share (including interim dividend paid at ¥25 per share)  Additional returns to shareholders: Executed a ¥47.5bn share buyback program in Q4

Total amount of 661.6 Share Buyback 608.9 Total amount of Dividend (¥ billion) 494.8 Core Operating CF 471.7

50.0 47.5

115.0 115.0 110.0 97.5

Mar 2014 Mar 2015 Mar 2016 Mar 2017

Annual dividend per share ¥59 ¥64 ¥64 ¥55

Consolidated dividend 31%** 37% － pay out ratio 32%

COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 8 EBITDA for the FY Ended March 2017 (YoY Comparison)  EBITDA*: ¥596.1bn (+¥259.7bn YoY) • Profit (Loss) from equity investments: +¥302.6bn, mainly due to reversal effect on impairment losses in the copper, oil and gas, and IPP businesses in the previous year • Gross Profit (after adding back depreciation and amortization): -¥67.2bn, mainly due to decrease in oil and gas prices EBITDA EBITDA by accounting element by business area -Global- (reference) +259.7 596.1 596.1 336.4 (¥ billion) (¥ billion) 【YoY】

719.3 242.9 Metals・・・・・・+¥294.3bn (16.2)** 726.6 Machinery & Infrastructure・・・・ +¥41.6bn Gross profit 336.4 -67.2 Depreciation and amortization 40.6 Chemicals ・・・・・・-¥29.2bn

193.3 Dividend income 82.2 Energy ・・・・・・-¥45.3bn 103.6 253.2 51.9 Profit (loss) from equity investments Lifestyle ・・・・・・+¥27.4bn -2.8 170.6 Selling, general and 74.4 Innovation & Corporate -¥9.2bn 54.7 administrative expenses ・・・・・・+302.6 Development -132.0 All others/Adjustments & -¥19.9bn 210.5 Eliminations ・・・・・・165.2 -539.0 ** Iron & Steel Products segment in brackets +27.0 -566.0 10.8 Note: For EBITDA by Operating Segment, 14.0 please refer to page 19 8.3 38.2 4.8 -51.4 -11.6 (8.1)** Mar 2016 Mar 2017 Mar 2016 Mar 2017 * EBITDA = Gross profit + selling, general and administrative expenses + dividend income + profit (loss) from equity method investments Some totals do not match due to rounding COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 9 Profit by Operating Segment for the Year ended March 2017 (YoY comparison)

(after tax basis) Profit by Operating Segment For the Year Mineral & Metal resources ¥138.0bn +¥300.5bn (-) (¥ billion) 306.1 ↑ Anglo Sur ：+¥91.1bn, mainly due to reversal effect of impairment losses in the previous year 6.9 ↑ Valepar ： +¥49.3bn, mainly from reversal effect of impairment losses in the previous year, and profit from foreign currency denominated debt valuation gains *in this segment ↑ Caserones ： +¥43.2bn, mainly due to reversal effect of impairment losses ↑ Mitsui Coal Holdings (MCH) ： +¥41.2bn, mainly due to higher coal prices, reversal effect of impairment losses* 138.0 ↑ Australian Iron Ore：+¥22.6bn, mainly due to higher Iron Ore prices* Machinery & Infrastructure ¥62.1bn +¥43.8bn (+239%)

↑ Reversal effect of one-time losses in IPP business in previous year ↑ Mitsui Gas: +¥5.7bn, mainly due to an increase in equity method investments 62.1 ↓ Tokyo International Air Cargo Terminal (TIACT): -¥11.3bn, mainly due to the reversal effect of impairment reversals recorded in the previous year

15.5 Lifestyle ¥21.8bn +¥36.7bn (-) ▲83.4 32.6 ↑ Multigrain ： +¥29.0bn, mainly due to reversal effect of losses experienced in previous year 6.3 21.8 18.3 ↑ MBK Healthcare Partners ： +¥13.2bn, mainly due to the partial sale of shares in IHH 18.6 13.5 ↓ Mitsui & Co. Real Estate ： -¥6.1bn, mainly due to the reversal effect of a gain on the sale of domestic real estate 16.1 in the previous year 65.1 43.4 Energy ¥32.6bn +¥36.5bn (-)

↑ JAL-MIMI ： Mainly due to reversal effect of impairment loss at Browse in the previous year -49.4 ↑ MEPUSA ：+¥22.1bn, mainly due to reversal effect of impairment loss at Marcellus in the previous year

All others, Adjustments & Eliminations -¥49.4bn -¥44.6bn (-) -162.5 ↓ Tax effect adjustments, etc., in Mineral & Metal Resources and Lifestyle segments

Overseas ¥65.1bn +¥21.7bn (+50%) -3.9 -14.9 Iron & Steel Products ¥6.9bn +¥0.6bn (+10%) -4.8 Mar 2016 Mar 2017 Chemicals ¥15.5bn -¥3.1bn (-17%) Innovation & Corporate Development ¥13.5bn -¥2.6bn (-16%) COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 10 Breakdown in YoY Change in Profit for the year ended March 2017 (after tax basis) (¥ billion)

Mar 2016

Mar 2017

Market & Commodity Cost in Metals & Valuation Gain/Loss Asset Recycling Others Prices Energy ・・・ Reversals from Reversals from -69.0 Mineral & +72.0 ・Mineral & +16.0 ・Sales volumes -4.0 previous year +350.0 previous year Metal Resources Metal Resources (Mineral & Metal Resources -2.0, Energy -2.0) ・Total for ・Total for Iron ore Iron ore +5.0 +39.0 ・ Gain/loss on securities (FVTPL) -6.0 current year -32.0 current year +53.0 Coal Coal +32.0 +4.0 (Breakdown: Reversal effect of gain in previous Valepar -11.1 Copper/nickel Reclassification of Sims +21.6 +1.0 Copper/nickel +7.0 year -7.0, valuation gain in current year +1.0) IPP Business IHH +10.4 ・Oil & gas ▲ ・Energy +18.0 43.0 ・Multigrain (reduction in tax-related costs), Etc. Domestic real estate ・ ▲ Foreign exchange 1.0* Mitsui Gas (equity increase), etc. Etc. (Yen vs. functional ▲21.0) currency +20.0) (Functional currency vs. revenue currencies Yen vs. Functional Functional Currency vs. *Foreign exchange breakdown: Currency Revenue Currencies ・Mineral & Metal Resources: +10.0 -6.0 +16.0 Note: All figures for Mineral & Metal Resources and Energy on this page are stated on a global basis ・Energy: -2.0 -6.0 +4.0 ・Others: -9.0 -9.0 ±0 COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 11 Appendix

COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 12 Q1 of FY ended March 2017: Activities based on Key Initiatives (announced May 2016)  Key Initiative ①: Thorough enhancement of underlying earning strength in existing and developing businesses • Building on three key strengths in mineral resources and energy – reserves, production, and cost-competitiveness

Key Strategic Domain Business Description Projects

Exploration, development and Greater Enfield Project (FID), Australia Hydrocarbon Chain production of energy resources Tangguh LNG expansion (FID), Indonesia • Expanding stable earning business

Key Strategic Domain Business Description Projects Manufacture and sale of livestock Increased shareholding in Novus (US) Food and agriculture feed additives (acquisition of newly issued shares)  Key Initiative ②: Establishing new earning base in growth areas and realizing potential value • Concentrated engagement in business areas where existing businesses and knowledge can be utilized Key Strategic Domain Business Description Projects

Manufacture of reinforced carbon fiber high- Mineral resources and materials, High-performance material pressure hydrogen tanks for fuel-cell vehicles Mobility (joint feasibility study agreed) Manufacture of flexible packaging for Mineral resources and materials, High-performance material pharmaceutical products in Indonesia Medical/Healthcare (participation agreed) Livestock and marine products, Food Acquired shares in Starzen (acquisition of Food and agriculture science newly issued shares) Ancillary business around hospital Medical/Healthcare Asia dialysis business (participation agreed) network

COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 13 Q2 of FY ended March 2017: Activities based on Key Initiatives (announced May 2016) Key initiative ①: Thorough enhancement of underlying earning strength in existing and developing businesses • Building on three key strengths in mineral resources and energy – reserves, production, and cost-competitiveness Key Strategic Domain Business Description Projects Moatize Coal Mine and Nacala Infrastructure Mineral resources and Integrated development of coal-mining, Project, Mozambique materials, Infrastructure rail and port operations (changes to participation conditions agreed) • Expanding stable earning business (non-resource business) Key Strategic Domain Business Description Projects Avon diesel-fired IPP, South Africa Infrastructure Power plant construction and operation (commenced operations) Port infrastructure construction and Tanjung Priok Port New Container Terminal, Infrastructure operation Indonesia (commenced operations) Manufacture of automobile materials Gestamp Automoción, Spain Mobility and components (participation agreed) Key initiative ②: Establishing new earning base in growth areas and realizing potential value • Concentrated engagement in business areas where existing businesses and knowledge can be utilized

Key Strategic Domain Business Description Projects

Hospital operations targeting middle- Columbia Asia Group Medical/Healthcare income patients in Asia (participation agreed)

COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 14 Q3 of FY ended March 2017: Activities based on Key Initiatives (announced May 2016)* Key initiative ①: Thorough enhancement of underlying earning strength in existing and developing businesses • Building on three key strengths in mineral resources and energy – reserves, productivity, and cost-competitiveness Key Strategic Domain Business Description Projects Exploration, development and Oil and gas development (acquisition of Hydrocarbon Chain production of energy resources interests) in the US Gulf of Mexico

• Expanding stable earning business Key Strategic Domain Business Description Projects Natural Gas-Fired Power Generation in Infrastructure Power plant construction and operation Fukushima pref. (decided to commercialize) Hydroelectric power generation at Jirau, Brazil Infrastructure Power plant construction and operation (completed) U.S.-based Monsanto's Latitude business Food and Agriculture Manufacture and sale of agrochemicals (acquisition agreed) Key initiative ②: Establishing new earning base in growth areas and realizing potential value • Concentrated engagement in business areas where existing businesses and knowledge can be utilized

Key Strategic Domain Business Description Projects

Lifestyle Products and Value- New Ocean Capital Management Limited Reinsurance asset management added Services (investment) Development, manufacture, and sale of Panasonic Healthcare Holdings (acquisition Medical/Healthcare medical equipment agreed)

* This page refers to activities in Q3 of FY to March 2017. For Q1 and Q2 activities, please refer to P16 and 17 . COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 15 Q4 of the FY ended March 2017: Activities based on Key Initiatives (announced May 2016) Key initiative ①: Thorough enhancement of underlying earning strength in existing and developing businesses • Building on three key strengths in mineral resources and energy – reserves, production, and cost-competitiveness

Key Strategic Domain Business Description Projects Mineral resources and Integrated development of coal-mining, Moatize Coal Mine and Nacala Infrastructure materials, Infrastructure rail and port operations Project, Mozambique (investment) • Expanding stable earning business (non-resource business) Key Strategic Domain Business Description Projects East Anglia passenger rail franchise Mobility Passenger rail franchise operation (investment) SunEdison’s Commercial & Industrial Division Infrastructure Distributed solar power generation (acquired) Sulphur and sulfuric acid distribution company Food and agriculture Fertilizer and chemical product sales in Europe (acquisition agreed)

Key initiative ②: Establishing new earning base in growth areas and realizing potential value • Concentrated engagement in business areas where existing businesses and knowledge can be utilized

Key Strategic Domain Business Description Projects

Lifestyle products and value- Real estate asset management U.S.-based CIM Group, LLC (investment) added services

180 JCC（US$/BBL）

160 CFR North China（Fine、Fe62%）（US$/DMT） 140

120

100

* Average of representative reference prices

Mar 2016 Mar 2016 Mar 2016 Mar 2016 Mar 2016 Mar 2017 Mar 2017 Mar 2017 Mar 2017 Mar 2017 1Q 2Q 3Q 4Q Total 1Q 2Q 3Q 4Q Total

Iron Ore (Mt) 13.6 14.6 14.4 14.2 56.8 13.8 14.3 15.2 14.1 57.4 Australian Iron Ore 9.9 10.3 10.0 9.9 40.1 9.9 10.0 10.6 9.5 40.0 Vale* 3.7 4.3 4.4 4.3 16.7 3.9 4.3 4.6 4.6 17.4 Coal (Mt)** 3.4 3.5 3.4 3.1 13.3 3.1 3.3 3.0 2.7 12.0 MCH 2.6 2.6 2.5 2.2 9.9 2.5 2.4 2.4 2.3 9.5 BMC* 0.4 0.5 0.5 0.4 1.8 0.4 0.5 0.4 0.4 1.7 Coking Coal 2.1 2.2 2.2 2.0 8.5 2.0 2.1 2.0 2.0 8.1 Thermal Coal 0.9 0.9 0.7 0.6 3.2 0.9 0.8 0.8 0.7 3.2 Copper (Kt)*/** 27.7 28.2 27.6 34.4 117.8 30.4*** 29.9*** 30.4 33.9 124.6

* 1Q: Result of January-March, 2Q: Result of April-June, 3Q: Result of July-September, 4Q: Result of October-December ** Including 5% equity share of Vale *** Revised in February 2017 (1Q：29.9→30.4, 2Q：30.3→29.9) ※Figures may not add up due to rounding.

EBITDA Core Operating Cash Flow by Operating Segment by Operating Segment 596.1 494.8 9.5 471.7 7.1 (¥ billion) 【YoY】 4.8 (¥ billion) 【YoY】

Iron & Steel Products・・・・・・-¥1.4bn Iron & Steel Products・・・・・・+¥2.3bn 173.6 134.5 204.3 Mineral & Metal Resources 336.4 Mineral & Metal Resources +¥267.4bn +¥69.8bn 10.9 Machinery & Infrastructure +¥43.5bn Machinery & Infrastructure +¥14.8bn 29.2 72.7 62.9 32.5 Chemicals・・・・・・+¥6.3bn Chemicals・・・・・・+¥1.8bn 38.8 22.1 Energy・・・・・・-¥45.9bn 77.7 Energy・・・・・・-¥67.9bn

Lifestyles ・・・・・・+¥23.2bn Lifestyles ・・・・・・+¥23.6bn 210.1 23.9 Innovation & Corporate Innovation & Corporate 164.2 -¥7.2bn +¥2.5bn Development ・・・・・・206.0 Development ・・・・・・Overseas・・・・・・-¥7.9bn 138.1 Overseas・・・・・・-¥18.0bn 7.5 All Others/Adjustments & All Others/Adjustments & 12.5 30.7 -¥18.3bn -¥5.8bn 5.3 Eliminations ・・・・・・Eliminations ・・・・・・7.6 13.7 115.6 10.1 107.7 63.1 11.9 45.1 -6.4 -19.4 -9.9 -25.2 -93.8

Mar 2016 Mar 2017 Mar 2016 Mar 2017

306.5 306.1

52.1 75.8 (¥ billion) 31.7

94.9 108.3 -83.4 3.8 33.7 60.9 4Q 127.8 96.9 3Q 61.1 2Q 1Q Mar 2015 Mar 2016 Mar 2017

-217.8

Forex rate (¥/US$) 111 120 109 Oil price (US$/bbl) 103 53 44

As of March 31, 2017

Erdos EPMC Erdos EJM Manganese Alloy Sims Metal Management Posco Terminal

Hyuga

Coral Bay

Taganito Garmco Singapore Albras/Alunorte Kestrel Moatize Moranbah North Mt. Goldsworthy South Walker Creek/Poitrel German Creek/Lake Lindsay Robe River Collahuasi Yandi Dawson Caserones Mt. Newman Sims Metal Management Vale ● Iron Ore Jimblebar Los Pelambres ◇ Coal Los Bronces, etc Drayton ■ Copper ○ Nickel Bengalla ◆ Aluminum/Alumina △ Scrap ▲ Ferro-Alloy □ Others

As of March 31, 2017

22/19e, 22/19c

Britannia

Sakhalin-Ⅱ Alba Eagle Ford Shale Tempa Rossa

Marcellus Shale Qatar LNG Thai/L11/43 Abu Dhabi LNG Thai/L10/43 Kaikias Cameron LNG

Oman LNG Tangguh LNG Brazil BAR-M215/217/252/254 Oman Block 3, 4, 9, 27 /NOGJV

Tuna West Papua 1&3 Myanmar/ M3, AD-9, AD-11, Gulf of Thailand MD-5, EP-2, PSC-G, MOGE-3 Equatorial Guinea LNG Browse LNG ATP-564/602/769 Thai/Block 10. 11. 12. 13. 10A.11A.G4/48 AC-P41/P57/P58/P59 NWS LNG Wanaea Cossack Meridian CSG Thai/Block G4/43 Mozambique Area1 Enfield/Vincent Thai/Block B8/32&9A Greater Enfield Kipper Thai/G8/50, Block G7/50 WA-271P/461P/463P/428P/430P PEP55768/ Vietnam/Block B&48/95 60089/ Kupe Vietnam/Block52/97 Casino/Henry/Netherby 60091/ 60092/ VIC-P44/RL11/RL12 Thai/Block B12/27 Thai/Block 14A, 15A, 16A ■ Natural gas 60093 ◆ Oil & Condensate ▲ Exploration *Only main exploration wells PEP50119/54863

As of March 31, 2017

Exploration Development Production

Bid Seismic Processing Drilling Valuation FEED FID Development Production

USA: Marcellus Shale Russia: Sakhalin II LNG(Sakhalin Energy) Australia: 15 Exploration permits(MEPAU) (MEPUSA) *2 Australia: NWS LNG(JAL-MIMI), New Zealand: 7 Exploration Blocks Eagle Ford Shale(MEPTX) *2 Casino/Henry/Netherby, Meridian CSG, Kipper (MEPAU) (MEPAU) Cameron LNG New Zealand: Kupe(MEPAU) Thailand: Block G7/50, G8/50 (MOECO) (Investment subsidiary) Thailand: Blocks 10.11.12.13.10A.11A.G4/48, Block B12/27, Vietnam: Blocks B&48/95, 52/97*1(MOECO) (MITUSA) Blocks 14A.15A.16A, Blocks B8/32&9A, Indonesia: Tuna, West Papua I/III (MOECO) Australia: Meridian Block G4/43(MOECO) Indonesia: Tangguh LNG(KG Berau/KG Wiriagar) Natural Myanmar: M3, AD-9, AD-11, MD-5 ,EP-2, PSC-G, CSG*2(MEPAU), gas/LNG USA: Marcellus Shale(MEPUSA) MOGE-3(MOECO) Browse LNG Project Eagle Ford Shale(MEPTX) Brazil: BAR M215/217/252/254 (JAL-MIMI) Qatar: Qatargas 1 LNG(MILNED) United Kingdom: 22/19e, 22/19c Mozambique: Area1*1 Qatargas 3 LNG (MEPMOZ) Oman: NOGJV(MEPME) Oman LNG Abu Dhabi: Abu Dhabi LNG Equatorial Guinea: Equatorial Guinea LNG United Kingdom: Britannia(MEPUK)

USA: Eagle Ford Shale Russia: Sakhalin II(Sakhalin Energy) (MEPTX) *2 Australia: Wanaea Cossack(JAL-MIMI), Kaikias (MOECO) Enfield, Vincent(MEPAU) Italy: Tempa Rossa(MEPIT) Oil Thailand: Blocks 10.11.12.13.10A.11A.G4/48, Project Australia: Greater Enfield*1 Blocks 8/32&9A, Block G4/43, L10/43 L11/43(MOECO) Oman: Blocks 3, 4, 9, 27(MEPME) USA: Eagle Ford Shale(MEPTX) United Kingdom: Alba, Britannia(MEPUK)

*1 Proved undeveloped *2 Partly in production

As of March 31, 2017

Gestamp (head office in Spain) 108 Plants in total： Steel Technologies(24(+1)) Americas 23(+5), AP 14(+3), Wuhan Yorozu Bao Mit Automotive (Service Center Location: EMEA 61(+2) (under construction) USA 15(+1), Canada 2, Mexico 7) GEG(Holdings) Guangzhou Ribao Steel Coil Center (under construction) Guangzhou Pacific Tinplate Euro-Mit Staal Yorozu Bao Mit Automotive Severstal-SMC-Vsevolozhsk Mi-King Limited J/V with Bao Steel Group (14) Mi-King S.R.O. Seymour Tubing Yantai Fuji Mitsui Automotive Changchun Fam Steel Stami Trans-Mit Steel Major Domestic Group Companies Sarten Ambalaj Sanayi ve Ticaret Indian Steel Mitsui & Co. Steel Mitsui Bussan Kozai Hanbai Champions Cinco Pipe and Supply

Mahindra Auto Steel

GRI (head office in Spain) VINA Kyoei Steel Mahindra Sanyo (Plants Location: Special Steel Spain3, Brazil 2, South Africa 1, China 3 Regency Steel Asia Gestamp Operations in Americas Turkey 1, India 1, USA 1) (Plants Location: MAG Steel Thai Tin Plate PT MICS Steel Indonesia USA 6(+2), Mexico 6(+2), Brazil 6(+1), Argentina 5) NS-SIAM United Steel SIAM Yamato Steel (under construction) Yorozu Brazil Bangkok Coil Center Bangkok Eastern Coil Center

● Major domestic subsidiaries ▲ Processor ■ Manufacturer ◆ Distributor

As of March 31, 2017 Guzman (Solar) 50MW Net Generation Capacity (Mitsui’s Share): 10.4GW Juneda Solar (Solar) 1MW (Gross Capacity: 38GW) Spanish Hydro (Hydro) 84MW Indian Queens (Oil) 140MW Saltend (Gas) 1,200MW Haneda (Solar) 2MW Deeside (Gas) 500MW Hibikinada (Wind) 15MW Ontario (Gas) 1,005MW First Hydro (Pumped Storage) 2,088MW Ichihara (Biomass) 50MW Canadian RE Portfolio 680MW Yonago (Solar) 43MW (Wind 10 assets, Solar 2 assets) Tahara (Solar/Wind) 56MW Izumiotsu (Solar) 20MW Zajaczkowo (Wind) 48MW Tomatoh Abira (Solar) 111MW Astoria I (Gas) 575MW Hamada (Wind) 48MW Brazos (Wind) 160MW Arao/Miike (Solar) 42MW Hamamatsu (Solar) 43MW Saltillo (Gas) 248MW Ras Laffan (Gas) 2,730MW Rio Bravo Ⅱ(Gas) 495MW Rio Bravo Ⅲ (Gas) 495MW Thaketa (Gas) 50MW Hezhou (Coal) 2,090MW Rio Bravo Ⅳ (Gas) 500MW Safi (Coal) 1,386MW Altamira Ⅱ (Gas) 495MW CK Power (Hydro/Gas/Solar) 2,160MW Salalah-2 (Gas) 718MW Gulf Electric (Gas/Biomass) 1,897MW Ibri (Gas) 1,509MW 12SPP (Gas) 1,470MW Eco Electrica (Gas) 524MW Sohar-3 (Gas) 1,710MW Valladolid (Gas) 525MW Bii Stinu (Wind) 164MW Amman East (Gas) 400MW Paiton 1 (Coal) 1,230MW Jordan IPP 4 (Gas/Oil) 240MW Santo Domingo (Wind) 160MW Paiton 3 (Coal) 815MW Synergen (Gas/Oil) 396MW Jirau (Hydro) 3,750MW Pelican Point (Gas) 487MW Track 3B (Coal) 2,000MW Canunda (Wind) 46MW Kwinana (Gas) 118MW Ecogen/Distributed Power・ Avon (Gas/Oil) 670MW Loy Yang B (Coal) 1,026MW Energy Management Dedisa (Gas/Oil) 335MW Mitsui’s Portfolio ▲ IPM (UK) Power’s portfolio Australia ■ IPM Eagle’s portfolio Oil 6% Merchant RE Africa ◆ 1% 15% MT Falcon’s portfolio 19% 6% Americas ■ IPAH’s portfolio Europe 30% ● Others 10% by Energy Merchant ○ Under construction Source Gas by Region /Contracted Coal 56% Asia 24% 24% Middle East Contracted COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 24% 85% 25 Portfolio of Automotive-Related Business

As of March 31, 2017 T CLAAS Russia

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 H Hino Motors Sales (Russia) O Kobe Aluminum Automotive Product (China) H Hino Motors Sales USA O Penske Truck Leasing Toyota Motor India Yamaha 国都汽車 T T Hino Motors Manufacturing Mexico Manufacturing Motor Private H Turkey Y T Toyota Motor Philippines H Hino Motors Sales Mexico O Smart Auto T Toyota Manila Bay Corporation SGM Automotriz Systems Private LEXUS Manila S D Daihatsu Malaysia / Perodua Auto Corporation T Toyota de Colombia Hino Motors Manufacturing O Car Club H Colombia Y Bussan Auto Finance O MAF Colombia Y Yamaha Indonesia Motor Manufacturing T Toyota del Peru Mitsui Automotriz Y Bussan Auto Finance India T O Mitsui Auto Finance Peru

T Transystem Logistics International O Veloce Logistica

T Toyota Chile O Mitsui Auto Finance Chile ● Logistics T TOYOTA ▲ Assembler/Manufacturing D DAIHATSU ■ Importer/Distributor H HINO ◆ Dealer Y YAMAHA ○ Retail Finance / Leasing & Rental S Subaru ■ Automotive Parts O Others, Various

As of March 31, 2017

M&T Aviation Finance/Aircraft Lease Willis Mitsui/Aircraft Engine Lease MRC1520/Railway Wagon Lease MRCE/Railway Locomotive Lease Komek Machinery Komek Machinery Kazakhstan SmVaK (WS, WW) Anglia Rail Holdings Cameron LNG Aircraft Engine R&D with GE Ras Laffan IWPP (Desalination) Haneda Air Cargo Terminal MRC/Railway Wagon Lease Taiyokenki Rental Atlatec (WS, WW) Road Machinery Taiwan High Speed Rail Ellison Technologies Komatsu Maquinarias Mexico ECTT/Container Terminal Mit Gas Mexico/Gas Distribution Thai Tap Water (WS) Manzanillo LNG Terminal

Global United Shipping NPCT1/Container Terminal India／Shipping OMC Shipping/Ship-owning Business Komatsu-Mitsui Maquinarias Peru Iskandar Smart City Development VLI/Integrated Freight Transportation Portek/Port Logistic Infrastructure (7 assets worldwide) Odebrecht Mobilidade/Passenger Railway Transportation MRCLA/Railway Wagon Lease Komatsu Marketing Support Australia ● Subway PPP at Sao Paulo Mineral Resources, Energy and Basic Industries Komatsu Australia Corporate Finance ● Water Mitsui Gas/Gas Distribution (WS: Water Supply, WW: Waste Water Treatment) FPSO/FSO Lease for Petrobras ● Logistic & Social Infrastructure Drillship/Subsea Support Vessel Lease for Petrobras ■ Construction Machinery ■ Ship ■ Aircraft ■ Transportation

As of March 31, 2017

Hexagon Composites ASA

Mitsui Agri Science International Plalloy Mtd TRI (Poland) Bioamber Sarnia Hankuk Carbon Novus International Hi-Bis Mitsui Plastics Trading (Shanghai) Mitsui Plastics ITC Rubis Terminal Antwerp Denka Performance Elastomer Hexa Americas Kocide LLC TPOZ Certis USA Advanced Composites International Siam Tank Terminals Fairway Methanol TG Missouri Methanol Company Intercontinental Terminals Company

Riken Thailand Mitsui Bussan Frontier (China) LABIX Palm Oleo Prime Evolue Singapore

Standard Toyo Polymer

Compañia Minera Miski Mayo S.R.L. (Mitsui Bussan Fertilizer Resources) Onslow Salt Shark Bay Salt Anagra

● Methanol and Ammonia ［Japan］ ▲ Olefins and Chlor-alkali □ ○ San-ei Sucrochemical (Saccharified Products) Daito Chemical Industries ■ Aromatics and Industrial chemicals □ ○ Bussan-food Science (Sugar Alcohol) Mitsui & Co. Plastics ◆ Green and Specialty chemicals ▲ ○ Soda Aromatics Daiichi Tanker ○ Agricultural chemicals/Food and Nutrition Chemicals ▲ ○ Mitsui Bussan Agro Business Mitsui Bussan Chemicals □ Performance materials and advanced materials ■ Honshu Chemical Industry ▲ Tank terminal/logistics business

As of March 31, 2017

United Grain BUSSAN BEIJING LOGISTICS (Grain origination) Allied Pacific ENTERPRISE Mitsui Foods (Distributor of food products) (Shrimp farming) (Dealer-Others)

MCC LOGISTICS KOREA Bluegrass (Transportation Service) WILSEY FOODS (Non-GMO Grain origination) Ventura Foods (Edible New Nine Business Development oil products) (Retailer-Commodities) MITSUI BUSSAN LOGISTICS (Dealer-Others) GCPPL (Consumer Goods)

Minh Phu Seafood (Shrimp Processing) The Kumphawapi Sugar (Cane sugar) KASET PHOL SUGAR (Cane sugar) Khonburi Sugar Public (Cane sugar) Wangsa Mujur (Palm plantation)

Multigrain (Grain origination) Agricola Xingu (Farming) SLC-MIT Empreendimentos Agricolas (Farming)

Synlait (Dairy products) Mitsui Alimentos (Coffee products) Salmones Multiexport S.A. Plum Grove (Grain origination) (Salmon farming) ● Resources [Japan] Multigrain Argentina ▲ Materials ▲ Mitsui-Norin (Food Products) ■ Mitsui Foods (Wholesale of foods and beverages) (Grain origination) ■ Distribution ▲ Bussan Food Materials (Fruit Juice) ■ Toho Bussan (Wholesale of foodstuffs) ◆ Retail ▲ Prifoods (Broiler) ◆ VENDER SERVICE (Sales of food and packing materials) ▲ Mitsui Sugar (Manufacture of refined sugar) ◆ Retail System Service (Sales of food and groceries) ▲ Feed One (Feed producer) ◆ Bussan Logistics Solutions (Operation of logistics centers ) ▲ Starzen (Meat Distributor) COPYRIGHT © MITSUI & CO., LTD. ALL RIGHTS RESERVED. 29 Major Investments in Healthcare, Service, and Consumer Business

As of March 31, 2017 [China] Shenzhen Main Luck Pharmaceuticals (Pharmaceutical company) [Russia] Quacquarelli Symonds (Education) [U.K.] Chongqing Liangjiang New Area Sanhui Consulting (Business Park) China Logistics Infrastructures (Holdings) Limited (Logistics Facility Development) T.M. BAIKAL (Housing materials) DUSKIN HONG KONG (Franchise) BAIKALSKAYA LESNAYA KOMPANIYA (BLK) Beijing Sanyuan Catering Management Co., Ltd (Contract food services) (Housing materials) BBMG Decoration Engineering (Building materials) Dalian Mori Mitsui Packaging (Pulp and Paper) Alcantara (Artificial leather production) [Italy] BEIJING TOTO (Housing materials) Paul Stuart TOTO DALIAN (Housing materials) Acibadem (Hospitals, healthcare) (Fashion brand) [U.S.] [Turkey] Alta Moda (Apparel OEM) The Delta Companies (Staffing)［U.S.］ E-Fashion (Fashion e-commerce) NovaQuest Capital Management (Support for development and sales [Malaysia] [Taiwan] of pharmaceuticals)[U.S.] IHH Healthcare (Hospitals, healthcare) TAINAN ENTERPRISES (Apparel production) The CSI Companies (Staffing)［U.S.］ Columbia Asia Healthcare Sdn. Bhd. (Hospital)

[India] MBK Real Estate [Singapore] ［］ Claris Otsuka (Intravenous Injection business (Residence and senior living property) U.S Parkway Pantai (Hospitals, healthcare) Keimed PTS (Industrial materials) MIMS Group (Medical and drug information) [Peru] TOTO India (Housing materials) DaVita Care Pte. Ltd. (Dialysis Clinic) ［Indonesia］ ASCENDAS FUSION 5 PTE.LTD (Development and management) PT. SLP Surya TICON Internusa Southernwood Property Pte. Ltd. (Office Building Redevelopment) (Rental Warehouse/Factory Development) New Forests(Forestry Asset Management) Bunbury Fibre Exports (Woodchips) [Australia] [Australia] Mitsui Bussan Woodchip South America Mitsui Bussan Woodchip Oceania (Woodchips) [Chile] (Woodchips) [Australia] ■ Medical & healthcare [Japan] MicroBiopharm Japan (Pharmaceutical: CMO) AIM SERVICES (Contract food services) ○ Real estate Fuji Pharma Co., Ltd. (Pharmaceutical company) Mitsui & Co., Foresight (facility management services) ◆ Services SOGO MEDICAL CO., LTD. (Consultation for Aramark Uniform Services Japan Corporation (Uniform Rental) □ Housing & industrial materials medical institution, Dispensary pharmacy) Rarejob Inc. (Online English conversation service) △ Fashion Panasonic Healthcare Holdings (Manufacturer SMB KENZAI Co.,Ltd. (Housing materials) and sale of healthcare divices) MITSUI BUSSAN PACKAGING (Pulp and paper) Mitsui & Co. REAL ESTATE LTD. (Property Development) Mitsui BUSSAN I-FASHION LTD. (Apparel OEM)

As of March 31, 2017

［U.K.］ MASP(Project consulting) [China] [Canada] ○ CCTV Shopping(TV shopping) Farmers Edge (Precision farming) ◆ Tianjin EV Energies(Rechargeable buttery) [U.S.]

[Thailand] ▲ Senju Comtek(IT-related component) MOCAP(Contact center) [India] ◆ OSIsoft(General-purpose data platform ) [Vietnam] Naaptol(TV shopping) ○ MOCAP(Contact center) ▲ [Ghana] [Cameroon] [Uganda] [Indonesia] ■ PT Internux(High-speed mobile data communication) [Sub-Saharan [Zambia] ■ Mataharimall.com(EC) African region] □ Afrimax(High- GTN(Data center) speed mobile data [Japan] communication) ■ mercari(CtoC marketplace) □ Mitsui Knowledge Industry(SI) ■ Internet & Telecommunications ▲ Relia(Contact center) □ Mitsui Bussan Secure Directions(Information security) ▲ IT Service ▲ Shopimo(next-generation retail marketing) □ Mitsui Electronics(IoT/M2M solution) ○ Media ○ QVC Japan(TV shopping) ◆ Social IT Platform ○ World Hi-Vision Channel(Broadcasting) □ IT Solutions ○ Kids Station(Broadcasting) ◆ iMedical(Healthcare IT)

As of March 31, 2017

[US] □Trinet Risk Management Investment Ⅱ (Insurance fund investment) ◆ NovaQuest Capital Management [UK] (Management of medical fund) Mitsui Bussan Commodities (non-ferrous metal /Energy derivatives) [US/Silicon Valley] ○ Mitsui ＆ Co. Global Investment(Venture capital) Mitsui Bussan Commodities(U.S.A.) (non-ferrous metal / Energy derivatives) [US/Los Angeles] ○ CIM Group, LLC (Management of Private real estate fund)

Trinet (China ) Logistics (Logistics)[China] ◆ JV Sunrise Logistics(Warehouse)［Vietnam］

[Dubai] [Singapore] [Bermuda] AW Rostamani Logistics(Warehouse) □ Cambridge Industrial Trust Management(Management of S-REIT) New Point(Re&reinsurance) [Thailand] □ Insurance Company of Trinet Asia(Captive insurance) New Ocean(Reinsurance) TICON Management Company(Management of T-REIT) ○ Mitsui Bussan Commodities SPR(non-ferrous metal / Energy derivatives) Mitsiam Trinet Logistics &Insurance(Logistics ・Insurance) ■ Trinet Logistics Asia(Logistics) ■ Huationg Holdings(Heavy handling)

PT. Trinet Logistics Indonesia (Logistics)［Indonesia］

Libraport Campinas(Warehouse) [Brazil] [Australia] □ Whitehelm MBK Fund Management(Management of infrastructure fund) □ Westbourne Credit Management(Management of Infrastructure Debt Fund)

□ Finance ● Lease [Japan] ●JA Mitsui Leasing (Lease) ◆ Principal Investment □ Mitsui & Co. Asset Management Holdings ◆ MSD Investments (Equity investment) ○ Commodity derivatives (Management of J-REIT/ Private real estate fund) ◆ Mitsui & Co., Principal Investments(Equity investment) ■ Logistics □ Japan Alternative Investment (Alternative investment) ■ TRI-NET (Global multimodal transportation) □ Mitsuibussan Insurance (Insurance agent) ■ Trinet Logistics (Distribution Center) □ MIC Risk Solutions(Insurance broker) ■ Konan Futo (Warehouse&Wharf)