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Index www.sustainability-indices.com2014 2 www.

1 Operations and Analysis 2015 Awards and recognition 2015 JT DJSI Dow Jones Sustainability Asia/Pacific Index JT 016 JAPAN TOBACCO INC. ANNUAL REPORT 2015

2 Operations & Analysis Industry Overview JT Electronic Cigarette e-cigarette Vapor e-cigarette e-cigarette 4 T-VaporHeat-not-Burn e-cigarettet-vapor % 2015 * % Philip Morris International Inc * * * JT British American Tobacco Plc Japan Tobacco Inc Imperial Tobacco Group Plc.** JT ** Imperial Brands Excluding China National Tobacco Corp (CNTC) ,062 24,616 24,905 25,495 24,895 3,751 3,708 3,463 3,162 2,959 3,006 2,927 2,795 2,706 2,695 1,918 2,031 2,212 2,389 2,484 1,959 1,974 1,941 1,862 1, , , ,028 1,021 1, JT Excluding China National Tobacco Corp (CNTC) JAPAN TOBACCO INC. ANNUAL REPORT XX

Industry Overview continued EU 2017 5 JT ** 4 32* M&A ** 2016 2Imperial Brands * JT2016 72015 10 2011 2012 2013 2014 2015 Marlboro Philip Morris International Inc. Altria Group Inc.

3 Industry Overview continued EU JT ** 4 32* M&A ** Imperial Brands * JT Marlboro Philip Morris International Inc. Altria Group Inc. 4,108 4,141 3,959 3,914 3,925 Winston Japan Tobacco Inc. Reynolds American Inc.*** 1,224 1,302 1,359 1,279 1,302 Pall Mall British American Tobacco Plc. Reynolds American Inc. 1,010 1,016 1,048 1,091 1,083 L&M Philip Morris International Inc. Altria Group Inc MEVIUS Japan Tobacco Inc Camel Japan Tobacco Inc. Reynolds American Inc Gudang Garam Gudang Garam Tbk PT Kent British American Tobacco Plc Dunhill British American Tobacco Plc Gold Flake ITC Ltd. British American Tobacco Plc JT ; *** 2015Imperial Tobacco Group Plc. Excluding China National Tobacco Corp (CNTC) 018 JAPAN TOBACCO INC. ANNUAL REPORT 2015

4 Operations & Analysis IMS Health 地域別売上高 (2014) 世界の医薬品市場 ( 億米ドル ) 北米 38.0% 欧州 25.3% 中国 10.3% 日本 8.3% その他 18.1% 出典 :2015 IMS Health 8,882 9,644 9,679 9,935 10, 出典 :2015 IMS Health 38% 25% 8% 2015 IMS Health % JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 019

Industry Overview continued 日本の冷凍食品消費金額 ( 億円 ) 8,328 8,593 8,992 9,771 9,837 2010 2011 2012 2013 2014 冷凍食品メーカー別シェア (2014) 2014 0.

5 Industry Overview continued 日本の冷凍食品消費金額 ( 億円 ) 8,328 8,593 8,992 9,771 9, 冷凍食品メーカー別シェア (2014) %9,837 ニチレイ 22.1% マルハニチロ 19.6% テーブルマーク 11.8% 味の素 11.0% 日本水産 8.1% その他 27.4% 出典 : 日経産業新聞 020 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

6 Operations & Analysis Review of Operations R&D Emerging Product GFB JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 021

Review of Operations continued 2015 2015 12 31 Thomas A.

7 Review of Operations continued Thomas A. McCoy President and Chief Executive Officer, JTI 2015JTI 1 5 JT JTI Emerging Products 2015 Value JTI Emerging Products e-cigarette US E-LitesLogic % 3, % GFB 2, % JTI Value Winston LD Global Flagship Brand GFB GFB Gallaher No. 1 Seeding JTI JT JT 4S Strategic Growth Agenda Strategic Growth Agenda 3 Emerging Markets Emerging Products 10,338 US$ 13.2% + 7.0% 3,257 US$ 23.4% % 022 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

8 Operations & Analysis 2015 業 & 1.0% 3,939 Fine Cut 13.1% South & West Europe North & Central Europe Rest-of-the-World CIS+ GFB Winston Camel LD Benson & Hedges Sobranie 4.3% 2,736 GFB 3.6ppt 69.5% CIS+ JTI GFB 7 0.1ppt 21.3% GFB 1.2ppt 17.8% Fine Cut GFB 21.4% 16.2% 1,000 百万 GFB 7.0% South & West Europe55 百万 North & Central Europe178 百万 CIS+Rest-of-the- World628 百万 136 百万 10.8% South & West Europe 調整後営業利益 ( 百万 US$) クラスター別の内訳 32% 33% 39% 総販売数量 27% 33% 22% 13% 16% 18% 16% 自社たばこ製品調整後売上収益営業利益 ( 財務報告ベース )( 財務報告ベース ) North & Central Europe CIS+ Rest-of-the-World Emerging Products GFB GFB Winston No. 2 No. 3 Camel No. 1 LD +10.8% 23.4% 20% Rest-ofthe-World CIS+ 31% North & Central Europe South & West Europe South & West Europe North & Central Europe CIS+ Rest-of- the- World Total JTI ,525 1,252 3,939 4, ,712 1,455 3,257 GFB , , reported Volume Price/ Mix Other 2015 at constant currency FX 2015 reported JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 023

Review of Operations continued 2015 2015 12 31 No. 3 No. 1 Amber Leaf No. 1 Sterling2007 Emerging Products Logic R&D / JTI26,000 35 Top Employer Global certification 2015 2016 Top Employer 2016JTI No.

9 Review of Operations continued No. 3 No. 1 Amber Leaf No. 1 Sterling2007 Emerging Products Logic R&D / JTI26, Top Employer Global certification Top Employer 2016JTI No. 1No JTI No. 1 JTI Emerging Products Ploom Logic 2002 JTI PARS Arian Tobacco Industry ATI ATI Value Premium Mid-Price JTI PARS ATI Natural American Spirit Premium Fine Cut 13 NAS GFB 2016 JTI 2016 CIS GFB Natural American Spirit GFB 2016 JTI Emerging Products 2015 JTIJT 024 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 JT

Operations & Analysis JT Global Flagship Brands (GFB) Portfolio GFB JTI8 GFB Global sales 1,321 1954Winston JTI 2007 2 120 Winston 2

9% 40 13 20 26 10 Fine Cut 39.4% Winston JTI 40 0.3ppt 9.1% 2 23 No.

10 Operations & Analysis JT Global Flagship Brands (GFB) Portfolio GFB JTI8 GFB Global sales 1, Winston JTI Winston 2 Winston Core Winston XS Winston Core Firm Tech Winston XS Winston Filter King Size Super Slim JTI Winston Winston 1.9% Fine Cut 39.4% Winston JTI ppt 9.1% 2 23 No. 2 Fine Cut Global sales Camel Creativity 88 JTI Premium Camel % Fine Cut23% Camel JTI ppt3.2% 2015 Camel Curve 35 2 Camel Activate Double 15 Dual Capsule JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 025

JT Global Flagship Brands (GFB) Portfolio continued Global sales 171 Global sales 495 1977Mild Seven2013 MEVIUS 1 30% 2015 MEVIUS 171 0.1pptJTI40 0.7% 22.3% No. 1 60% LD 1999 ValueNo.

11 JT Global Flagship Brands (GFB) Portfolio continued Global sales 171 Global sales Mild Seven2013 MEVIUS 1 30% 2015 MEVIUS pptJTI40 0.7% 22.3% No. 1 60% LD 1999 ValueNo LD JTI Fine Cut 2015LD 495 LD Club CompactCIS+ 12 JTI40 0.4ppt 3.3% Global sales 121 Global sales Benson & Hedges 2015 Fine Cut 10.9% 121 JTI ppt0.7% 2005 Glamour JTI %64 Global sales 27 Global sales Silk Cut %27 Sobranie % JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

Operations & Analysis JT Other Tobacco Products Portfolio Fine

8% Shisha JTI 2013 3 2015 18,300 Amber Leaf SterlingOld

12 Operations & Analysis JT Other Tobacco Products Portfolio Fine Cut JTI Fine Cut Fine Cut Roll-your-own Make-yourown 2015 Fine Cut 13.1% GFB Fine Cut 30.8% WinstonCamelBenson & Hedges LD ppt 20.8% Shisha JTI ,300 Amber Leaf SterlingOld Holborn Amber Leaf Fleur du Pays JTI Fine Cut 1 2 Fine Cut 13.1% 18,300 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 027

13 Emerging products 2015 Logic 2 JT Emerging Product R&D 028 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

Special feature E-Vapor 2014 Zandera E-Lites Curv

2JT Ploom Ploom TECH JT Ploom TECH Ploom TECH A

14 Special feature E-Vapor 2014 Zandera E-Lites Curv Logice-cigarette JT3 e-cigarette Logic Pro closed tank JT closed tank e-cigarette Number 3 e-cigarette company in the USA Tobacco-Vapor JT Ploom Ploom TECH JT Ploom TECH Ploom TECH A new journey begins JT JAPAN TOBACCO INC. ANNUAL REPORT

Review of Operations continued 2015 年度 ( 2015 年 12 月 31 年度 ) 本 JT 2015 1,823 JT 10 9 60% 2014 年 4 月 MEVIUS() 2015 年 Caster Cabin Winston () MEVIUS 販売数量 / 2015 年年 2.8%1,092 億本年 1.2%6,422 億年年 6.

15 Review of Operations continued 2015 年度 ( 2015 年 12 月 31 年度 ) 本 JT ,823 JT % 2014 年 4 月 MEVIUS() 2015 年 Caster Cabin Winston () MEVIUS 販売数量 / 2015 年年 2.8%1,092 億本年 1.2%6,422 億年年 6.4%2,541 億 1,092 ( 億本 ) 2.8% 年 6,422 ( 億 ) 1.2% 年 2,541 ( 億 ) + 6.4% 年販売数量 ( 億本 ) 自社たばこ製品売上収益 ( 億円 ) 調整後営業利益 ( 億円 ) 2.8% 1.2% +6.4% 1,124 1,092 6,498 6,422 2,387 2, 年 1-12 月 2015 年度 2014 年 1-12 月 2015 年度 2014 年 1-12 月 2015 年度 030 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

Operations & Analysis MEVIUS 2015 59.9% 0.4ppt JT MEVIUS のシェア推移 (%) 60.0 59.9 60.0 59.7 60.1 31.9 32.

16 Operations & Analysis MEVIUS % 0.4ppt JT MEVIUS のシェア推移 (%) 月 JT MEVIUS 月月月月 MEVIUS Winston 2.8% JT MEVIUS Natural American Spirit 2 MEVIUS Winston 2016 Ploom TECH JT JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 031

17 JT No. 1* * * * * 032 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

18 Operations & Analysis Ploom TECH Ploom TECH Tobacco- Vapor JTVapor Emerging Product JT JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 033

Review of Operations continued 2015 2015 12 31 ElvitegravirHIV E/C/F/TAF Genvoya Trametinib dabrafenib 2015 9 Stribild 2015 12 98 TO-206 50 2015 12

19 Review of Operations continued ElvitegravirHIV E/C/F/TAF Genvoya Trametinib dabrafenib Stribild TO 売上収益 ( 億円 ) 調整後営業利益 ( 億円 ) 年 1-12 月 2015 年度 2014 年 1-12 月 2015 年度 034 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

20 Operations & Analysis ISO14001 MR MR MR 512MR MR MR JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 035

21 Review of Operations continued JTK-303 HIV HIV 2 HIV HIV JTT GPR40 JTZ-951 HIF-PHD HIF-PHD JTE-052 JTE-051 JTE-151 JAK ITK ROR JAK T Th17ROR JTT PDHK PDH JTK-351 HIV HIV trametinib Novartis MEK MEK ICOS MedImmune ICOS T ICOS JTE-052 LEO Pharma JAK JAK 036 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

22 Operations & Analysis Phase 1 Phase 2 Phase 3 JTK Gilead Sciences Gilead Sciences Phase 2 Phase 2 Phase 2 Phase 1 Phase 2 Phase 1 Phase 1 Phase 1 Phase 1 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 037

Review of Operations continued 2015 2015 12 31 2010 * * 47 13 1,658 + 47 27 + 13 売上収益 ( 億円 ) 調整後営業利益 ( 億円 )

23 Review of Operations continued * * , 売上収益 ( 億円 ) 調整後営業利益 ( 億円 ) ,612 1, 年 1-12 月 2015 年度 2014 年 1-12 月 2015 年度 038 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

24 Operations & Analysis HACCPISO22000 FSSC22000 ISO22000 FSSC22000HACCP 31 ISO22000 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 039

25 Risk Factors JT CIS 1. JT JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

26 Operations & Analysis JT 2007JTJT International Holding B.V. JT International S.A.EU26 EU 2009 EU JTJTI-Macdonald Corp. 3. JT JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 041

27 Risk Factors continued 5. JT 6. RJR JT JT 042 JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

28 Operations & Analysis 8. JT 9. JT JT JT International Holding B.V. JT JT RJR JT JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度 043

29 JT Group and Sustainability JT JT4S4S 4 4S 2015 JT JT FY2014FY FY2015GRI G4 JTGRI G4 Contents Our sustainability journey In focus: respecting human rights Our tobacco business Supply chain management Tobacco supply chain strategy and approach Smoking and health Political and regulatory landscape Responsible marketing Illegal trade In focus: emerging products Our people Our planet Our contribution to society Our way of doing business Our pharmaceutical business Our processed food business 2015 JTMateriality JT JT 15 NGO 17 JT JT 2015 IT ALP JT ALP JT JT2018 ALP ALP JT 2015 JT 2016 JTARISE JAPAN TOBACCO INC. ANNUAL REPORT 2015 年度

JT_AR14J_p001-p075_0410.indd

JT_AR14J_p001-p075_0410.indd Factory floor of Kansai factory: One of the key tobacco manufacturing plants in Japan 022 026 045 JT 046 050 OPERATIONS & ANALYSIS JT Industry Overview Electronic Cigarette e-cigarette Vapor E-VaporHeat-not-Burn