2008 2008 3
Page 2 Page 4 Page 6 Page 10 GG Plan Page 14 15 1B 18 2 Page 21 22 At a Glance 24 26 28 30 32 34 36 38 40 44 Page 45 46 49 50 52 53 55 Page 57 58 59 60 66 Page 67 68 6 70 84 131 Page 132 Page 136 GG PlanGG Plan
GG Plan 2007-2008
1998 SC VALUES SC VALUES SC VALUES SC VALUES 1. 2. 3. 4. 5. 6. 7. : 8. 9. 2 Sumitomo Corporation
19981999 2008GG Plan7.5%17.3% % 2,500 2 % 10 20.0 17.3 9 2,000 15.8 8 15.0 7 1,500 6 5 10.0 8.2 1,000 4 7.5 3 5.0 500 3.7 3.0 2 1 0 0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 Step Up Plan AA Plan AG Plan GG Plan 0.0 Sumitomo Corporation 3
3 31 2008 2007 2006 2005 2004 2003 934,542 857,689 706,647 563,130 501,332 496,449 (27,578) (22,991) (9,530) (2,259) 560 367 (42,838) (37,086) (19,953) (8,645) (6,374) (6,006) 15,260 14,095 10,423 6,386 6,934 6,373 56,942 70,307 51,374 37,387 20,693 9,768 238,928 211,004 160,237 85,073 66,621 13,874 7,571,399 8,430,477 6,711,894 5,533,127 5,012,465 4,856,157 1,492,742 1,473,128 1,303,975 934,891 730,848 618,712 3,247,556 2,913,256 2,622,176 2,376,014 2,377,607 2,502,835 320,651 191,235 (62,752) (20,831) 61,754 67,038 (299,843) (453,120) (141,428) (55,833) 57,929 (59,878) 20,808 (261,885) (204,180) (76,664) 119,683 7,160 12,679 176,106 262,145 115,825 (23,582) 43,011 1 2004 3 31 1,000,000 80,000 250,000 800,000 60,000 200,000 600,000 400,000 40,000 150,000 100,000 200,000 20,000 50,000 0 03 04 05 06 07 08 0 03 04 05 06 07 08 0 03 04 05 06 07 08 4 Sumitomo Corporation
2008 2007 2006 2005 2004 2003 1 192.51 169.93 130.18 72.83 62.66 13.04 192.47 169.90 130.17 72.82 61.31 13.00 1,194.20 1,192.35 1,047.88 776.61 686.99 581.75 38.00 33.00 25.00 11.00 8.00 8.00 % % 19.7 17.5 19.4 16.9 14.6 12.7 ROE % 16.1 15.2 14.3 10.2 9.9 2.2 ROA % 3.0 2.8 2.6 1.6 1.4 0.3 Debt-Equity Ratio 2.2 2.0 2.0 2.5 3.3 4.0 11,484,585 10,528,277 10,336,265 9,898,598 9,197,882 9,229,576 254,101 239,748 176,133 112,385 70,950 89,286 197,126 202,938 158,347 109,970 66,820 62,248 2 1 3 4 SalesRevenues 5 1 2004 3 3142% 2005 3 3141% ROA ROA ROE ROE 1 1 1 10,000,000 5.0 1,500,000 20.0 1,500 300 8,000,000 4.0 1,200,000 16.0 1,000 200 6,000,000 3.0 900,000 12.0 4,000,000 2.0 600,000 8.0 500 100 2,000,000 1.0 300,000 4.0 0 03 04 05 06 07 08 0.0 0 03 04 05 06 07 08 0.0 0 03 04 05 06 07 08 0 Sumitomo Corporation 5
2007 2008 2007GG Plan2,3502,389 5 10 7 3 6 Sumitomo Corporation
2008 200841 2,430 2007 GG Plan 2,350 GG Plan 24,819 2 17.3%GG Plan 9 12 6 6 19 4 2 2007 2,389 17 8 3 18 5 2006 2,029 38 4 21 3 2007 2,192 37 8 6 5 25 11 18 13 2 = 1 2007 221 2004 GG Plan EPS EPS 40 200 20% 30 150 2007 15 20 100 382008 2,4301 38 10 0 03 04 05 06 07 08 50 0 Sumitomo Corporation 7
AG Plan 20052006 GG Plan GG Plan 1 GG Plan 2 3,400 1,800GG Plan 2 1,6002,800 GG Plan 2:15% 2 4,700 2007 2,3892008:2,430 2 net2,800 1,600 20,000 16,000 12,000 8,000 4,000 RA RA RB GG Plan +1,600 RB RB RA 4 0 2007 4 GG Plan 2009 3 GG Plan 8 Sumitomo Corporation
GG Plan 3 2007 GG Plan 2008 7 Sumitomo Corporation 9
GG Plan 01 GG Plan 23,400 % GG Plan FY07-08 GG Plan GG Plan GG Plan 2006 GG Plan 2008 19.8 24.0 17.7 18.5 21.3 25.1 11.6 8.0 21.3 14.3 18.0 25.4 13.7 16.0 17.4 18.3 23.1 15.6 2 7.9 20.6 25.9 17.3 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 2,200 20071,700 2008 1,700 2007 CATV TV No.1 CATV TV 10 Sumitomo Corporation
2007 TV TV LNG 4 6 IPP EPC 1 IPP/IWPP 2 2007IPP Amata Power 2,800MW 1 EPC 2 IPP/IWPP/ 02 GG Plan 2005 875 135 112 2006 898 85 150 2007 833 250 2007100 AG Plan 20052006 900 GG PlanExit 250Exit 2007100 TV LPG Sumitomo Corporation 11
LPG 03 TBC Corporation (TBC) No.1 TBC The Hartz Mountain Corporation (Hartz) Hartz 1996 30% No.1 TV2007 12 Sumitomo Corporation
04 10 On the Job Training OJT SBC SBC 2008 Sumitomo Corporation 13
IT SCM 150 800 1 10 Human to Human IT IT SCM 150 800 1 10 Human to Human IT 14 Sumitomo Corporation
1 B BTJB EPC 112006 101112 1990 401 30 CEPA 1,320MWTJB 1994 CEPA 11995 9134 237 Sumitomo Corporation 15
GDP % 10 5 0-5 -10-15 National Accounts Main Aggregates Database (UN) MWh 1.2 1.0 0.8 18 2,000 0.6 0.4 0.2 96 97 98 99 00 01 02 03 04 05 06 0 96 97 98 99 00 01 02 03 04 05 International Energy Annual 2005 1997 7 1998 GDP 1 1 20 GDP % 10 5 0-5 -10 2 2,0001 3,000 1 8,000MW1 3,000 101200510 8 1-15 National Accounts Main Aggregates Database (UN) MWh 1.2 1.0 0.8 0.6 0.4 0.2 96 97 98 99 00 01 02 03 04 05 06 0 96 97 98 99 00 01 02 03 04 05 International Energy Annual 2005 16 Sumitomo Corporation
Sumitomo Corporation 17 1 5 2003 1998 27 1900kg27 30 TJB5 27 1TJB 31 2 3 TJB 2
2 30% 365 24 1500 700 19961984 1986 TCI HSN 1998 1999 18 Sumitomo Corporation
CAST Creative Adviser to Shopping Tour 2001 24 Jupiter Shop Channel 5,000 5 12.0% 4,000 3,000 2,000 1,000 0 00 01 02 03 04 05 06 07 e- 2007-2008 2004 9 24 2006 2007 2003 2004 24 20072,212 31 2,500 2,000 1,500 1,000 500 24 0 97 98 99 00 01 02 03 04 05 06 07 Sumitomo Corporation 19
20 30 1 30 11 89 70 7.8 60 16.2 19 0.2 20 4.4 30 19.9 5,000 4,000 3,000 2,000 1,000 0 00 01 0 e- 2008 4 50 27.2 40 24.3 9 7 7 VTR89 5 20 Sumitomo Corporation
Sumitomo Corporation 21
At a Glance GG Plan 9% 12% 19% 4% 2% 8% 2007 2,389 17% 8% 6% 13% 2% 500 400 300 263 292 270 200 189 SCM 500 400 300 267 198 200 416 320 100 100 0 05 06 07 08 0 05 06 07 08 500 400 300 200 100 0 77 165 189 190 05 06 07 08 IPP IWPP EPC %00 500 400 300 266 200 125 138 130 100 0 05 06 07 08 IT %00 22 Sumitomo Corporation
2007 2008 Howco Amata Power UAE J:COM JTV Cantex TV Assmang Terneyles IPP/IWPP J:COM TV Web EMS Terneyles 500 400 300 200 100 89 78 80 47 0 05 06 07 08 EMS 500 400 300 200 100 0 233 331 320 490 05 06 07 08 LNG 500 400 300 220 195 200 172 127 100 0 05 06 07 08 %00 500 400 %00 300 200 100 62 100 59 51 0 05 06 07 08 Sumitomo Corporation 23
SCM TIMS TIMS : Tubular Information Management System 300 250 200 150 100 50 30.0 25.0 20.0 15.0 10.0 5.0 GG Plan AG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 420 499 654 776 802 900 6 33 41 74 90 76 133 189 263 292 270 79 140 212 285 295 0608 1,200 1,220 2 22.4% 24.0% 3,904 4,726 6,628 7,992 7,555 T Bailey GroupKatana Summit, LLC 2007 5 2010 400 600 HOWCO SCM 24 Sumitomo Corporation
GG Plan2008 GG Plan SCM 1213 SCM 2007 2007 CIS 29292 2007 HOWCO Group Vallourec Group 2010 T Bailey, Inc. Group Katana Summit, LLC L JAY BHARAT MILLS ThyssenKrupp China 2 80180 NS Sumitomo Corporation 25
420 30.0 360 300 240 180 120 60 25.0 20.0 15.0 10.0 5.0 AG Plan GG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 986 1,133 1,275 1,346 1,577 1,670 29 38 40 50 71 96 135 198 267 416 320 148 206 241 290 353 0608 1,600 2,200 2 16.8% 18.5% 7,930 8,715 10,370 11,407 16,049 2007 26 Sumitomo Corporation Hyundai Rotem Company 76
GG Plan2008 GG Plan 2007 10 2007 2007 149 416 M&A Swaraj Mazda Limited Hero Motors Limited 76 Virgin America Inc.2 Sumitomo Corporation 27
EPC R 200 150 100 50 4 5,000MW 20072,800MW EPC(Engineering, Procurement and Construction): 30.0 24.0 18.0 12.0 6.0 GG Plan AG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 282 322 291 383 410 430 10 13 41 52 68 18 38 77 165 189 190 51 76 74 133 160 0608 740 930 2 16.3% 25.1% 4,357 4,574 4,662 4,726 4,788 2,100MW 300 JV East Telecom 28 Sumitomo Corporation
GG Plan2008 EPC CIS EPC IPP 1 /IWPP 2 CIS 1 IPP Independent Power Producer 2 IWPP Independent Water & Power Producer 2007 2007 24189 2-2 CBK 2006 B 3 Amata Power Limited IPP/IWPP EPC The National Central Cooling Co. Tabreed KT Corporation 2 JV East Telecom Super imax18 Sumitomo Corporation 29
IT 300 30.0 250 200 150 100 25.0 20.0 15.0 10.0 AG Plan GG Plan 50 5.0 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 952 1,020 1,041 1,261 1,687 1,860 42 54 105 127 93 79 241 266 125 138 130 86 89 112 154 191 0608 1,420 1,750 2 11.5% 8.0% 4,499 4,456 5,051 5,139 6,756 2008 320 42 35%CATV 742008 3Web TV 30 Sumitomo Corporation
Sumitomo Corporation 31 No.1 J COM TV MS No.1 SCS IT JSC TV Web GG Plan2008 2007 13138 J:COM 283 SCSIT MS JSC 1,000 Web 2007
LED EMS EMS Electronics Manufacturing Services : 100 25.0 80 60 40 20 20.0 15.0 10.0 5.0 AG Plan GG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 331 415 483 479 460 530 11 7 9 1 5 26 75 89 78 47 80 42 76 100 64 49 0608 520 490 2 16.3% 14.3% 2,591 3,115 3,562 3,905 3,528 1 Interacid Trading 32 Sumitomo Corporation Cantex
GG Plan2008 EMS Cantex Inc. EMS LED The Hartz Mountain Corporation Hartz TV/ 2007 2007Cantex Hartz 3147 CDM Interacid Trading S.A. L Hartz Summit VetPharm, LLCHartz CDM(Clean Development Mechanism) Sumitomo Corporation 33
LNG 4 LNG25% 500 400 300 200 100 30.0 25.0 20.0 15.0 10.0 5.0 AG Plan GG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 271 352 489 481 480 650 60 101 118 162 23 71 149 233 331 320 490 66 150 224 233 85 0608 1,530 2,050 2 21.9% 25.4% 3,457 4,971 6,274 7,264 7,604 Assmang Limited National Atomic Company Kazatomprom 20072010 34 Sumitomo Corporation
GG Plan2008 GG Plan 4LNG 4 2007 2007 11320 Apex Silver Mines Limited Strathmore Minerals Corporation LPG Renewable Energy Corporation ASA Solargiga Energy Holdings Limited Assmang Limited Sumitomo Corporation 35
3 250 200 150 100 50 0-50 30.0 25.0 20.0 15.0 10.0 5.0 GG Plan AG Plan -100 0 0 500 1,000 1,500 2,000 2,500 03 04 05 06 07 08 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 736 667 836 1,181 1,220 1,300 1 8 5 24 20 117 (60) 127 172 195 220 51 98 116 174 183 0608 1,330 1,390 2 11.0% 16.0% 7,606 7,664 7,720 7,417 7,420 2008 1 THE TOKYO TOWERS 2,79458 OAO Terneyles 2009 1 36 Sumitomo Corporation
GG Plan2008 No.1 TBC Corporation TBC 2009 FSC Forest Stewardship Council 3 2007 2007 23195 2 TBC GIC Real Estate Pte Ltd 21,500 2008 3 THE TOKYO TOWERS 2008 FSCOAO Terneyles 45% Sumitomo Corporation 37
100 30.0 80 60 40 20 25.0 20.0 15.0 10.0 5.0 AG Plan GG Plan 0 0 03 04 05 06 07 08 0 500 1,000 1,500 2,000 2,500 AA Plan AG Plan GG Plan 03 04 05 06 07 08 AG Plan GG Plan 157 170 250 292 318 340 11 15 23 14 9 24 28 62 59 51 100 20 28 75 70 61 0608 350 1,570 2 20.8% 7.9% 1,935 2,328 4,708 4,301 4,495 Sumitomo Corporation Global Commodities Limited 24 38 Sumitomo Corporation
Sumitomo Corporation 39 SMFL 2008 4SMFL GG Plan2008 2007 851 SCM 3 2007
1150800 8 2007 3 1/3 21 4 6 2007 37 3 11 18 1 SCM 40 Sumitomo Corporation
UAE India IT2003 7% GDP 12 11 10% 2007230 8 4 0 04 05 06 07 Hero Motors 2007 250 200 150 100 40% Swaraj Mazda 50 0 04 05 06 07 Swaraj Mazda Limited Swaraj Mazda 1983 130 20061 2,0003 4% 2007 40 45 20 25 Sumitomo Corporation 41
Vietnam GDP GDP 12 2007 1WTO 0 04 05 06 07 2009 1 2007 10 ME 250 60 120 200 250 150 04 04 05 06 07 200 100 150 50 100 0 50 04 05 06 07 3 04 05 06 07 ITEMS EMS(Electronics Manufacturing Services): 128 48 0 25 20 25 15 20 10 15 5 10 0 5 04 05 06 07 0 0 2,000 1,600 2,000 1,200 1,600 800 1,200 400 800 0 400 0 ME 40 60 20 40 120 80 40 80 200 400 04 05 06 07 04 05 06 07 04 05 06 07 0 Thang Long Industrial Park 199710 27460 82 163% 2008 8 500 200 500 100 200 1000 0 500 200 500 05 06 07 08 05 06 07 08 100 200 42 Sumitomo Corporation 1000 05 06 07 08 0 05 06 07 08
UAE GDP 60% 12 8 4 0 25 20 15 10 UAE 5 04 05 06 07 04 05 06 07 0 2,000 1,600 1,200 800 400 0 05/6 06/6 07/6 08/1 MEED 250 200 150 100 50 60 Mezon Stainless Steel FZCO 40 2008SC 20 Tubular and Steel Products (M.E.) FZCO GDP 0 0 04 05 06 07 04 05 06 07 UAE 12 25 8 20 15 120 80 40 29% 30% 30% 29% 0 03 10 15 20 EIA 2,000 1,600 1,200 10 4 5 0 0 04 05 06 07 04 05 06 07 SC Tubular and Steel Products (M.E.) FZCO 800 400 0 MEED 05/6 06/6 07/6 08/1 SCM6 250 200 150 100 50 0 60 120 500 500 40 2008 3SC Tubular and Steel Products (M.E.) FZCO 20 SCM 0 04 05 06 UAE 07 04 05 0 06 07 05 06 07 08 200 100 80 30% 29% 200 30% 29% 40 100 0 030 10 15 20 05 06 07 08 EIA 500 200 100 0 05 06 07 08 500 500 200 100 0 05/6 06/6 07/6 08/6 Sumitomo Corporation 43 500
2007 2006 2007 % ERYNGIUM 89.10 46.6 SC Pipe Services 100.00 30.2 18.6 National Pipe 16.00 9.7 14.8 100.00 16.6 13.0 Asian Steel 100.00 6.9 11.1 Sumisho Steel Corporation (Hong Kong) 100.00 1.7 8.3 60.00 07/3100.00% 07/1060.00% 50.4 49.8 Oto Multiartha 80.30 16.3 21.2 Summit Oto Finance 99.51 07/399.59% 15.3 6.2 Sumisho Aircraft Asset Management 100.00 2.0 4.8 MobiCom Corporation 33.98 14.9 23.1 Perennial Power Holdings 100.00 11.5 14.7 27.76 CATV07/325.74% 66.2 67.5 SC TV 100.00 07/350.00% 07/7100.00% 40.0 60.3 58.96 IT 07/356.98% 24.7 31.3 100.00 26.2 28.5 50.00 26.2 27.2 100.00 FEILER 11.3 11.3 100.00 11.5 16.3 100.00 EMS 25.8 15.0 Summit Agro Europe 100.00 7.1 8.0 The Hartz Mountain Corporation 96.30 4.6 0.5 Cantex 100.00 17.5 0.9 74.28 35% 34.0 91.3 Sumisho Coal Australia 100.00 98.0 83.8 SC Minerals America 100.00 48.0 56.3 SMM Cerro Verde Netherlands 20.00 9.9 30.9 2 0.1 26.5 50.00 LNG 19.3 16.4 Petro Summit 100.00 16.6 13.0 SC Mineral Resources 100.00 19.3 8.6 2 100.00 0.0 14.4 Summit Gulf Venture 100.00 85.2 112.9 Apex Silver Finance 35.00 221.2 TBC Corporation 100.00 36.0 39.5 100.00 10.8 8.0 100.00 7.4 6.5 3 11.6 4.0 100.00 7.2 7.4 Thang Long Industrial Park 58.00 4.6 4.3 100.00 235.6 219.0 100.00 53.2 84.6 100.00 64.0 70.5 9 100.00 31.5 34.9 100.00 12.9 14.4 100.00 8.3 9.0 & 45.00 07/396.73% 07/1045.00% 100.6 89.4 44 Sumitomo Corporation
Sumitomo Corporation 45
46 Sumitomo Corporation http://www.sumitomocorp.co.jp/company/ governance/detail01.html 2003 4
2003 242008 7 12 2005 6 2 1 6 2003 6 1 5 3 2 1 36 811 Sumitomo Corporation 47
3 Web 2004 2005 2007 ICJ Web SC NETWORK IR 4 2004 2007 5 1,400 48 Sumitomo Corporation
2005 3 8 2005 7 COSO 350 500 2006 5 2008 4 1 30 2007 12545 COSO 3 1992COSO Sumitomo Corporation 49
3 1 2 3 Exit Rule Sumisho Credit Rating SCR SCR9 1.5% 50% VaR Value at Risk 50 Sumitomo Corporation
Sumitomo Corporation 51 10 EXIT SCR VaR EDUCATION ENTRY EXIT MONITORING
52 Sumitomo Corporation 2000 11 2001 4 2003 12 2005 7 19 2007 935,400 e 2007 4 2003 8 2008 3 130
CSR DNA.. 1. 2. 3. 4. 5. 6. 7. 8. 9,000kW 9,000kW 1 7,20025 18CO2 Web http://www.sumitomocorp.co.jp/society/report.html Sumitomo Corporation 53
54 Sumitomo Corporation SCM 1 2008 4 208
2008 7 1 R R R 1 2 Sumitomo Corporation 55
56 Sumitomo Corporation R R CEO R R R CEO t i
Sumitomo Corporation 57
2008 7 1 3 3 2 40 3 45 58 Sumitomo Corporation
2008 7 1 Sumitomo Corporation (China) Holding Ltd. Sumitomo Corporation (China) Limited Sumitomo Corporation (Shanghai) Limited Sumitomo Corporation (Tianjin) Ltd. Sumitomo Corporation (Dalian) Ltd. Sumitomo Corporation (Qingdao) Ltd. Sumitomo Corporation (Guangzhou) Ltd. Shenzhen Sumitomo Corporation Ltd. L Sumitomo Corporation (Hong Kong) Limited Sumitomo Corporation Taiwan Ltd. Sumitomo Corporation Korea Ltd. Sumitomo Corporation Asia Pte. Ltd. Sumitomo Corporation Thailand, Ltd./ Sumi-Thai International Limited Sumur Cahaya Sdn. Bhd. PT. Sumitomo Indonesia Sumitomo Corporation Vietnam LLC Sumitomo Corporation India Private Limited Sumitomo Corporation M.E. FZ-LLC Sumitomo Corporation Iran, Ltd. Sumitomo Corporation Dis Ticaret A.S. SUMITRADE Sumitomo Corporation Europe Holding Limited Sumitomo Corporation Europe Limited Sumitomo Corporation Italia S.p.A. Sumitomo Corporation Hellas S.A. Sumitomo Corporation España S.A. Sumitomo Deutschland GmbH Sumitomo France S.A.S. Sumitomo Benelux S.A./N.V. Sumitomo Canada Limited Sumitomo Corporation of America Sumitomo Corporation de Mexico S.A. de C.V. Sumitomo Corporation del Ecuador S.A. Sumitomo Corporation de Venezuela, S.A. Sumitomo Corporation Colombia S.A. Sumitomo Corporation del Peru S.A. Sumitomo Corporation Argentina S.A. Sumitomo Corporation (Chile) Limitada Sumitomo Corporation do Brasil S.A. Sumitomo Australia Pty Ltd Sumitomo Corporation 59
2008 3 31 % 85.00 100.00 81.00 KS 62.60 51.00 100.00 100.00 100.00 100.00 87.36 100.00 65.75 100.00 100.00 100.00 100.00 Dalian Summit Metal Products Co., Ltd. 100.00 Dong Guan Nitec Metal Processing Co., Ltd. 100.00 Dong Guan S.Y. Metal Ltd. 80.00 Foshan Summit Nikka Mold & Metal Products Co., Ltd. 100.00 Hangzhou Summit Metal Products Co., Ltd. 100.00 Shanghai Hi-Tec Metal Products Co., Ltd. 90.00 Shanghai Nikka Metal Products Co., Ltd. 81.01 Shanghai Summit Metal Products Co., Ltd. 80.00 Tianjin Hua Zhu Metal Products Co., Ltd. 68.11 Wuxi Meifeng Metal Products Co., Ltd. 100.00 Zhongshan Nomura Steel Products Co., Ltd. 100.00 P.T. Super Steel Indah 49.95 P.T. Super Steel Karawang 79.86 Steel Centre Malaysia Sdn. Bhd. 70.00 Sumiputeh Steel Centre Sdn. Bhd. 48.50 Calamba Steel Center Inc. 100.00 Mactan Steel Center Inc. 100.00 Asian Steel Company Ltd. 100.00 Mason Metal Industry Co., Ltd. 99.99 CS Metal Co., Ltd. 49.00 CS Non-Ferrous Center Co., Ltd. 45.00 Thai Special Wire Co., Ltd. 73.50 PC WIRESTRAND Thai Steel Service Center Ltd. 100.00 Danang Steel Center Co., Ltd. 100.00 Hanoi Steel Center Co., Ltd. 100.00 Saigon Steel Service & Processing Co. 50.00 Mezon Stainless Steel FZCO UAE 80.00 Summit Steel (M.E.) FZCO UAE 100.00 Steel Center Europe, s.r.o. 50.00 Servilamina Summit Mexicana S.A. de C.V. 100.00 AB Tube Processing, Inc. 100.00 Arkansas Steel Associates LLC 50.00 SC Pipe Services Inc. 100.00 Summit Stainless Steel LLC 100.00 SC Metal Pty. Ltd. 100.00 60 Sumitomo Corporation
% 34.11 98.56 80.00 100.00 100.00 60.00 100.00 100.00 100.00 100.00 49.00 Swaraj Mazda Limited 39.48 P.T. Oto Multiartha 80.30 P.T. Summit Oto Finance 99.51 P.T. Traktor Nusantara 50.00 Summit Auto Management 100.00 Summit Capital Leasing Co., Ltd. 100.00 Toyota Giai Phong Company 49.00 Toyota Ly Thuong Kiet 100.00 Summit Auto Trade Facilities 60.00 Nissan Otomotiv A.S. 99.29 Sumisatt International FZCO UAE 100.00 Summit Auto Poland Sp. z.o.o. 100.00 Summit Motors Poland Sp. z.o.o. 100.00 Sumitec International, Ltd. 100.00 Summit Motors (Vladivostok) 100.00 Summit Finance Slovakia s.r.o. 100.00 Summit Motors Slovakia s.r.o. 100.00 Summit Leasing Slovenija d.o.o. 100.00 Summit motors Ljubljana d.o.o. 100.00 Tecnosumit (Tecnologia para La Construccion y Mineria S.L.) 100.00 Toyota Canarias, S.A. 80.00 SC Motors Sweden AB 100.00 Toyota Ukraine 100.00 SMS Construction and Mining Systems Inc. 100.00 Plaza Motors Corporation 100.00 Linder Industrial Machinery Company 100.00 SMS International Corporation 100.00 Red Australia Equipment Pty Limited 100.00 Summit Auto Lease Australia Pty Limited 100.00 Summit Investment Australia Pty Limited 100.00 45.63 93.32 95.00 97.44 100.00 100.00 100.00 100.00 Sumitomo Corporation 61
% MobiCom Corporation 33.98 Summit Sunrise Energy Co., Ltd. 100.00 Mekong Energy Company Ltd. 28.13 Hidd Power Company 30.00 Birecik Baraj Ve Hydroelektrik Santrali Tesis Ve Isletme A.S. 30.50 CBK Netherlands Holdings B.V. 50.00 CBK Power Company Ltd. Perennial Power Holdings Inc. 100.00 57.50 CATV 76.59 50.00 45.00 35.07 SaaS Software as a Service 64.28 70.00 27.76 CATV 20.05 100.00 FEILER 50.00 100.00 NARA CAMICIE 21.22 IT 30.00 SC 100.00 64.29 59.09 IT 100.00 100.00 100.00 100.00 100.00 99.00 63.51 Sumitex Hong Kong Limited 100.00 PRESIDIO STX, LLC 100.00 IT IT 35.00 100.00 100.00 100.00 EMS 100.00 100.00 62 Sumitomo Corporation
% New Port Bulk Terminal Sdn. Bhd. 70.00 Technoclean Philippines, Inc. 100.00 Sumitronics Taiwan Co., Ltd. 100.00 Interacid Trading S.A. 100.00 Summit Agro Europe Ltd. 100.00 Cantex Inc. 100.00 Summit Petrochemical Trading Inc. 90.30 Summit VetPharm, LLC 100.00 The Hartz Mountain Corporation 2008 6 100.00 Tasmanian Advanced Minerals Pty. Ltd. 80.00 50.00 LNG 74.28 30.00 2008 7 49.00 LPG LPG CRM 100.00 Petro Summit Pte. Ltd. 100.00 Appak LLP 25.00 SMM Cerro Verde Netherlands B.V. 20.00 Petro Summit Investment U.K. Limited 100.00 Minera San Cristobal S.A. 35.00 Pacific Summit Energy LLC 100.00 SC Minerals America, Inc. 100.00 SC Mineral Resources Pty. Ltd. 100.00 Sumisho Coal Australia Pty. Ltd. 100.00 Ambatovy Minerals S.A. 27.50 Dynatec Madagascar S.A. 27.50 Oresteel Investments (Proprietary) Limited 29.00 Assore 53.67 19.44 i879 51.00 58.27 98.36 20.13 90.54 100.00 100.00 100.00 50.63 68.99 ST 100.00 100.00 50.00 100.00 100.00 100.00 Sumitomo Corporation 63
% 100.00 100.00 100.00 51.00 100.00 25.50 Summit Fertilizer (Qingdao) Co., Ltd. 40.00 P.T. Summitmas Property 40.00 Sumifert Sdn. Bhd. 50.00 Sumi-Thai Fertilizer Co., Ltd. 100.00 Thai SPF Products Co., Ltd. 26.94 Shaheen Tyres Company L.L.C. UAE 49.00 UAE OAO Terneyles 45.00 ZAO PTS Hardwood 44.44 ZAO STS Technowood 53.33 TBC Corporation 100.00 Australian Bulk Alliance Pty., Ltd. 50.00 Summit Rural Western Australia Pty. Ltd. 100.00 100.00 100.00 60.98 100.00 SCM 100.00 100.00 100.00 100.00 100.00 & 45.00 100.00 80.00 25.00 Shanghai Dazhong Sagawa Logistics Co., Ltd. 37.50 Sumisho Global Logistics (Shanghai) Co., Ltd. 96.70 Sumisho Global Logistics South China Co., Ltd. 100.00 Wuxi Sumisho Hi-tech Logistics Co., Ltd. 50.00 Zero SCM Logistics (Beijing) Co., Ltd. 20.00 Sumisho Global Logistics (HK) Limited 100.00 Sumitomo Corporation Equity Asia Limited 100.00 P.T. East Jakarta Industrial Park 60.00 P.T. Indo Summit Logistics 95.00 First Philippine Industrial Park, Inc. 30.00 Bluewell Insurance (Singapore) Pte. Ltd. 100.00 Sumisho Global Logistics (Thailand) Co., Ltd. 2008 6 77.67 Dragon Logistics Co., Ltd. 34.00 Thang Long Industrial Park Corporation 58.00 Thang Long Industrial Park II Corporation 100.00 Sumisho Aircraft Asset Management B.V. 100.00 Bluewell Reinsurance Company (Bermuda) Ltd. 90.00 Sumitomo Corporation Global Commodities Limited 100.00 Sumisho Capital Management Co. 100.00 64 Sumitomo Corporation
% 84.21 100.00 100.00 FA 100.00 64.67 100.00 100.00 87.50 89.17 100.00 100.00 100.00 2008 4 100.00 Summit Wool Spinners Limited 100.00 Sumitrans Europe GmbH 100.00 Summit D&V Kft. 100.00 OEM ERYNGIUM Ltd. 89.10 Summit Pharmaceuticals Europe Ltd. 100.00 Summit Tubulars Corporation 100.00 Auto Summit Commercial Services, S.A. de C.V. 64.00 Noble Summit Metal Processing de Mexico, S. de R.L. de C.V. 49.00 Atlantic Hills Corporation 100.00 Cantex Inc. 100.00 Diversified CPC International, Inc. 96.00 Global Stainless Supply, Inc. 90.80 Katana Summit, LLC 50.00 Leavitt Tube Company, LLC 40.00 123 Mission St., LLC 100.00 Oxford Finance Corporation 97.00 Perennial Power Holdings, Inc. 100.00 Premier Pipe, L.P. 100.00 Presperse LLC 20.00 SCOA Capital LLC 100.00 Buy-Out Fund SCOA Finance Company, LLC 100.00 SCOA Residential L.L.C. 100.00 SC Rail Leasing America, Inc. 100.00 SteelSummit Holdings, Inc. 100.00 SteelSummit International Inc. 100.00 Sumisho Global Logistics (USA) Corporation 100.00 Summit Motor Management, Inc. 100.00 Summit VetPharm, LLC 100.00 TBC Corporation 100.00 The Hartz Mountain Corporation 2008 6 100.00 Unique Machine, LLC 100.00 OCTG V & M Star LP 19.50 100.00 100.00 100.00 Sumitomo Corporation Capital Europe Plc 100.00 Sumitomo Corporation 65
66 Sumitomo Corporation 2008 7 1 CIS L 65 40 74 3 03 45 45 122 1 01 3 10 3 13 2 02 26
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6 3 31 1. 2008 2007 2006 2005 2004 2003 2008 75,714 84,305 67,119 55,331 50,125 48,562 75,714 14,927 14,731 13,040 9,349 7,308 6,187 14,927 % 19.7 17.5 19.4 16.9 14.6 12.7 19.7 ROE % 16.1 15.2 14.3 10.2 9.9 2.2 16.1 ROA % 3.0 2.8 2.6 1.6 1.4 0.3 3.0 37,098 33,556 31,525 28,401 27,959 28,306 37,098 32,476 29,133 26,222 23,760 23,776 25,028 32,476 Debt-Equity Ratio 2.5 2.3 2.4 3.0 3.8 4.6 2.5 Debt-Equity Ratio 2.2 2.0 2.0 2.5 3.3 4.0 2.2 9,904 13,103 10,218 8,970 6,940 3,469 9,904 2. 2008 2007 2006 2005 2004 2003 2008 30,407 24,950 20,796 15,861 12,841 11,294 30,407 6,302 5,822 5,018 4,632 4,245 4,089 6,302 36,709 30,772 25,814 20,493 17,086 15,383 36,709 25,517 20,766 17,377 13,618 10,975 9,482 25,517 1,847 1,429 1,371 1,244 1,098 937 1,847 27,364 22,195 18,748 14,862 12,073 10,419 27,364 9,345 8,577 7,066 5,631 5,013 4,964 9,345 (6,694) (6,099) (5,158) (4,379) (4,224) (4,063) (6,694) 96 (1) 28 (71) 2 (111) (80) (147) (129) (80) (56) (111) (135) (98) (124) (295) (52) (204) (135) 35 24 (4) 115 133 33 35 283 329 190 146 157 249 283 (711) (700) (390) (232) (220) (309) (711) 153 141 104 64 69 64 153 949 444 418 200 163 (471) 949 569 703 514 374 207 98 569 (7) (18) 10 (10) (5) (21) (7) (5,669) (5,258) (4,588) (4,118) (3,923) (4,678) (5,669) 3,676 3,319 2,478 1,513 1,090 286 3,676 1,198 1,148 807 578 357 84 1,198 2,478 2,171 1,671 935 733 202 2,478 (89) (61) (69) (84) (67) (63) (89) 2,389 2,110 1,602 851 666 139 2,389 114,846 105,283 103,363 98,986 91,979 92,296 114,846 SalesRevenues 3. 2008 2007 2006 2005 2004 2003 2008 2,389 2,110 1,602 851 666 139 2,389 (1,347) 119 1,524 285 795 (305) (1,347) (564) 257 460 7 (261) (139) (564) 27 47 (82) (10) 4 1 27 (110) (110) 395 2,533 3,504 1,133 1,204 (304) 395 68 Sumitomo Corporation
4. 2008 2007 2006 2005 2004 2003 2008 4,568 4,368 5,220 4,539 4,156 3,244 4,568 54 55 83 102 27 34 54 199 173 221 231 28 77 199 2,423 2,926 2,650 3,071 2,382 2,707 2,423 17,821 17,221 16,461 13,557 11,780 10,958 17,821 1,093 1,000 983 849 1,512 1,383 1,093 (148) (136) (153) (110) (89) (98) (148) 7,562 7,575 7,052 5,038 4,123 4,131 7,562 393 393 320 392 376 293 393 739 556 502 569 516 478 739 15,164 2,534 2,281 3,104 2,712 1,401 1,161 2,534 37,238 51,578 36,443 30,950 26,212 24,368 37,238 8,836 5,595 4,695 3,946 3,840 3,757 8,836 6,552 8,338 7,830 5,027 4,690 4,136 6,552 8,328 7,061 6,621 6,208 5,975 6,661 8,328 (221) (284) (407) (457) (500) (762) (221) 23,495 20,710 18,739 14,724 14,005 13,792 23,495 15,964 13,717 12,637 11,297 11,574 11,268 15,964 (5,993) (5,070) (4,442) (4,093) (3,888) (3,658) (5,993) 9,971 8,647 8,195 7,204 7,686 7,610 9,971 3,794 2,555 2,593 1,136 784 688 3,794 478 474 947 948 986 1,107 478 142 116 135 102 94 463 142 596 225 67 267 358 534 596 75,714 84,305 67,119 55,331 50,125 48,562 75,714 6,251 4,619 5,396 4,122 4,521 6,158 6,251 4,289 4,165 4,285 4,385 3,306 3,822 4,289 846 1,079 933 1,017 1,075 1,152 846 11,592 11,038 10,709 8,790 7,711 7,287 11,592 267 387 297 183 228 256 267 374 549 330 202 159 171 374 1,015 1,038 930 605 612 477 1,015 1,073 791 905 854 662 604 1,073 13,293 1,627 1,515 2,440 1,822 998 972 1,627 27,334 38,474 26,225 21,980 19,272 20,899 27,334 30,120 27,644 24,472 22,137 22,185 20,460 30,120 141 98 132 118 109 91 141 1,893 2,395 2,303 857 388 39 1,893 1,299 963 947 890 863 886 1,299 2,193 2,193 2,193 2,193 1,694 1,694 2,193 2,910 2,797 2,795 2,389 1,896 1,895 2,910 177 177 177 177 177 177 177 9,431 7,552 5,792 4,426 3,659 3,078 9,431 9,608 7,729 5,969 4,603 3,836 3,255 9,608 228 2,222 2,138 171 (112) (650) 228 (12) (210) (55) (7) (6) (7) (12) 14,927 14,731 13,040 9,349 7,308 6,187 14,927 75,714 84,305 67,119 55,331 50,125 48,562 75,714 1 2005 3 31EITF04-02 2 2004 3 31 32008 3 311100 Sumitomo Corporation 69
1. 10 IT 8 2 82 2007 4 1 98 4 3 7 5,71465,494 2,389 2. 2008 3 31 GG Plan 2 15200720082,350 2 4,700 2,3892008 2008 4 302,430 70 Sumitomo Corporation
3. 4. 6. 1 6. 17.2 47.7 6. Sumitomo Corporation 71
2050 Sales Revenues 5. 2007 5 22 Liberty Media International, Inc. LMILiberty Programming Japan, Inc. LMI 100 LPJ TV LPJ 50 Shop JTVJTV 2007 5 23JTV 50JTV JTV2007 7 2 TVJTV1 JTV 2007 7 2SC 2007 7 3 Shop 70 SC Shop e- J:COM JTV1 2007 9 1 J:COM J:COM SCJTV 50 50 2006 10 13 SMFG SMFG 100 100 2007 10 1 SMFG 100 60 6. 72 Sumitomo Corporation
Sumitomo Corporation 73 2. 1 2 1
7. 3 6,709 3 772 5,93719.3 9,345 8,577 7689.0 6,694 6,0995959.8 111 803138.8 135 98 3737.8 3524 1145.8 283 32946 14.0 711 70011 1.6 153 14112 8.5 160 29 131451.7 705470 23550.0 TV 404 4400 74 Sumitomo Corporation
569 703134 19.1 7 8961 2845.9 SC 2,389 2,11027913.2 1,198 1,14850 4.4 11 4,846 10 5,283 9,5639.1 ROE 10,000 8,577 9,345 10.0 2,500 2,110 2,389 20.0 8,000 6,000 7,066 6.84 8.15 8.14 8.0 6.0 2,000 1,500 14.3 1,602 15.2 16.1 16.0 12.0 4,000 4.0 1,000 8.0 2,000 2.0 500 4.0 0 2006 2007 2008 0 0 2006 2007 2008 0 ROE 8. 8 8 3 Sumitomo Corporation 75
2007 32008 3 2008 2007 % 802 776 26 3.4 1,577 1,346 231 17.2 410 383 27 7.0 1,687 1,261 426 33.8 460 479 (19) (4.0) 480 481 (1) (0.2) 1,220 1,181 39 3.3 318 292 26 8.9 437 417 20 4.8 2,007 2,264 (257) (11.4) 9,398 8,880 518 5.8 (53) (303) 250 82.5 9,345 8,577 768 9.0 2007 32008 3 2008 2007 % 292 263 29 11.0 416 267 149 55.8 189 165 24 14.5 138 125 13 10.4 47 78 (31) (39.7) 320 331 (11) (3.3) 195 172 23 13.4 51 59 (8) (13.6) 90 70 20 28.6 456 432 24 5.6 2,194 1,962 232 11.8 195 148 47 31.8 2,389 2,110 279 13.2 500 400 416 432 456 331 320 300 200 100 189 292 263 198 267 77 165 189 266 125 138 89 78 47 233 127 172 195 62 59 51 48 70 90 282 0 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 06 07 08 76 Sumitomo Corporation
Sumitomo Corporation 77 802 776 263.4 292 26329 11.0 1,577 1,346 23117.2 416 26714955.8 410 383 277.0 189 1652414.5 1,687 1,261 42633.8 SC 138 1251310.4 TV 460 479 194.0 Cantex 47 783139.7 480 481 320 331113.3 1,220 1,181 393.3 195 1722313.4 318 292 268.9 51 59813.6 437 417 204.8 90 702028.6 2,007 2,264 25711.4 456 43224 5.6 9. 4 899 1,632 6,251 3,560 2,691 4,5292,720 3 4,648
1,399 2 5,087510 5,759 12 A2/P-1 A/A-1AA-/a-1+ 2,000 1 1,500 Sumitomo Corporation Capital Europe SCCESumitomo Corporation Capital Netherlands Sumitomo Corporation Capital Asia 3,000 MTN SCCE 1,500 1,050 4,450 1,000 50 3,300 1,150 8,5917 5,714 10 196 1 4,927 19.72.2 3,343 3 2,476Debt-Equity Ratio 2.2 20,000 25.0 15,000 200 16,000 12,000 19.4 13,040 14,731 17.5 19.7 14,927 20.0 15.0 12,000 9,000 139.0 10,218 13,103 134.1 136.2 9,904 160 120 8,000 10.0 6,000 80 4,000 5.0 3,000 40 0 2006 2007 2008 0 0 2006 2007 2008 0 78 Sumitomo Corporation
2 244 1,094 6 148 1 2,438267 1 3,103 9,904 2006 32008 3 2008 2007 2006 3,560 3,162 4,087 2,691 1,457 1,309 6,251 4,619 5,396 2,141 2,374 2,085 351 253 108 22,947 21,314 18,980 5,408 4,996 4,956 30,847 28,937 26,129 37,098 33,556 31,525 4,622 4,423 5,303 32,476 29,133 26,222 75,714 84,305 67,119 14,927 14,731 13,040 % 19.7 17.5 19.4 Debt-Equity Ratio 2.5 2.3 2.4 Debt-Equity Ratio 2.2 2.0 2.0 Debt-Equity Ratio 40,000 4 32,476 30,000 26,222 29,133 3 20,000 2.0 2.0 2.2 2 10,000 1 0 2006 2007 2008 0 Debt-Equity Ratio Sumitomo Corporation 79
2006 32008 3 2008 2007 2006 3,206 1,912 (628) (2,998) (4,531) (1,414) 208 (2,619) (2,042) 127 1,761 2,621 (158) 44 83 38 19 23 (76) 200 (852) 681 1,912 3,206 2,619208 4,531 2,998 1,761 127 200 4,568 2008 4,529 386 4,915 2009 4,454 351 4,805 2010 5,190 328 5,518 2011 5,354 310 5,664 2012 3,903 279 4,182 2013 11,218 1,732 12,950 34,648 3,386 38,034 155 1 8792016 10. 11. 80 Sumitomo Corporation
Sumitomo Corporation 81 4,9661,070 10. 2010 1,454 20331,008 70533 2015116 11. 12. 2006 9157 157 157 1572007 11 16 157 2007 2159 115 159
82 Sumitomo Corporation 13. 159 159 2007 11 16 159 2007 12141 141 141 141 2008 12 15 141 2007 12160 ARB 51 160 160 160 2008 12 15 160
2007 32008 3 2008 2007 2,381 1,984 4,676 6,592 2,295 4,608 VaR Value-at-Risk VaR VaR VaR 3 VaR Value-at-Risk 2008 3 VaR Value-at-Risk 43 69 38 59 VaR 99 VaR VaR VaR 2007 12 1 VaR VaR Sumitomo Corporation 83
20082007 3 31 2008 2007 2008 11 456,809 436,814 $ 4,568 11 5,369 5,514 54 5 11 19,856 17,304 199 6 11 21 242,312 292,630 2,423 1,782,114 1,722,118 17,821 109,354 100,014 1,093 (14,789) (13,594) (148) 7 756,190 757,473 7,562 12 39,300 39,314 393 73,881 55,617 739 3 1,516,385 13 253,354 228,161 2,534 3,723,750 5,157,750 37,238 6 11 21 8 883,635 559,537 8,836 5 655,190 833,825 6,552 832,761 706,107 8,328 (22,099) (28,454) (221) 2,349,487 2,071,015 23,495 9 11 21 1,596,457 1,371,650 15,964 (599,329) (506,959) (5,993) 997,128 864,691 9,971 3 10 21 379,405 255,526 3,794 13 47,836 47,428 478 12 14,228 11,632 142 59,565 22,435 596 19 7,571,399 8,430,477 $75,714 84 Sumitomo Corporation
2008 2007 2008 11 625,106 461,931 $ 6,251 11 428,869 416,491 4,289 21 84,610 107,865 846 1,159,158 1,103,839 11,592 26,716 38,654 267 12 37,419 54,919 374 101,557 103,755 1,015 107,269 79,152 1,073 3 1,329,288 12 162,667 151,509 1,627 2,733,371 3,847,403 27,334 11 21 22 3,011,992 2,764,352 30,120 13 14,074 9,835 141 12 189,273 239,507 1,893 129,947 96,252 1,299 23 14 18 2,000,000,000 200820071,250,602,867 219,279 219,279 2,193 291,032 279,711 2,910 17,696 17,696 177 943,114 755,159 9,431 960,810 772,855 9,608 15 22,845 222,290 228 2008607,954200715,118,112 (1,224) (21,007) (12) 1,492,742 1,473,128 14,927 7,571,399 8,430,477 $75,714 Sumitomo Corporation 85
200820072006 3 31 19 2008 2007 2006 2008 3,040,712 2,495,030 2,079,576 $ 30,407 630,184 582,180 501,835 6,302 3,670,896 3,077,210 2,581,411 36,709 9 20 2,551,640 2,076,591 1,737,706 25,517 184,714 142,930 137,058 1,847 2,736,354 2,219,521 1,874,764 27,364 19 934,542 857,689 706,647 9,345 9 10 13 (669,364) (609,900) (515,807) (6,694) 9,584 (109) 6 (11,077) (8,041) (14,707) (111) 9 10 (13,545) (9,822) (12,423) (135) 3,471 2,355 (362) 35 28,273 32,936 18,998 283 (71,111) (70,022) (38,951) (711) 15,260 14,095 10,423 153 (15,996) (2,850) (3,723) (160) 5 70,529 46,970 43,966 705 3 8 40,411 360 1,534 404 8 12 56,942 70,307 51,374 569 (742) (1,732) 947 (7) (566,949) (525,760) (458,840) (5,669) 12 367,593 331,929 247,807 3,676 12 119,772 114,843 80,737 1,198 247,821 217,086 167,070 2,478 (8,893) (6,082) (6,833) (89) 19 238,928 211,004 160,237 $ 2,389 19 11,484,585 10,528,277 10,336,265 $114,846 118 192.51 169.93 130.18 $ 1.93 192.47 169.90 130.17 1.92 SalesRevenues 86 Sumitomo Corporation
200820072006 3 31 2008 2007 2006 2008 219,279 219,279 219,279 $ 2,193 219,279 219,279 219,279 $ 2,193 279,711 279,470 238,859 $ 2,797 3 11,190 39,896 112 341 263 742 3 (210) (22) (27) (2) 291,032 279,711 279,470 $ 2,910 17,696 17,696 17,686 $ 177 14 10 17,696 17,696 17,696 $ 177 755,159 579,217 442,630 $ 7,552 12 14 (6,099) (61) 238,928 211,004 160,237 2,389 (44,874) (36,188) (22,140) (449) 14 (10) 2,406 (1,500) 14 (1,280) 943,114 755,159 579,217 $ 9,431 15 222,290 213,767 17,083 $ 2,222 (199,445) 42,329 190,138 (1,994) 15813 (30,436) (3,370) 6,546 22,845 222,290 213,767 $ 228 (21,007) (5,454) (646) $ (210) 3 (15,468) 3 (72,245) (4,625) (722) 3 91,680 917 348 (85) (183) 3 (1,224) (21,007) (5,454) $ (12) 1,492,742 1,473,128 1,303,975 $14,927 238,928 211,004 160,237 $ 2,389 15 (134,662) 11,925 152,393 (1,347) (56,441) 25,688 45,974 (564) 2,697 4,716 (8,229) 27 (11,039) (110) 39,483 253,333 350,375 $ 395 Sumitomo Corporation 87
200820072006 3 31 2008 2007 2006 2008 238,928 211,004 160,237 $ 2,389 146,624 113,278 94,239 1,466 11,077 8,041 14,707 111 13,545 9,822 12,423 135 (3,471) (2,355) 362 (35) 15,996 2,850 3,723 160 (70,529) (46,970) (43,966) (705) (40,411) (360) (1,534) (404) (17,041) (44,412) (32,114) (170) (3,611) (92,375) (267,595) (36) (41,415) (87,503) (96,570) (414) 69,990 106,887 146,392 700 (21,576) 10,266 (18,360) (216) 22,545 3,062 (34,696) 226 320,651 191,235 (62,752) 3,207 (496,554) (317,034) (188,505) (4,966) 63,562 43,174 163,500 636 (58,022) (35,327) (63,542) (580) 51,391 48,246 58,381 514 102 75 1,093 1 (310) (165) (14,014) (3) 1,795 2,395 3,350 18 (106,971) (300,749) (238,692) (1,070) 83,446 35,368 91,149 834 (483,953) (434,036) (338,038) (4,839) 646,327 497,551 382,620 6,463 (656) 7,382 1,270 (7) (299,843) (453,120) (141,428) (2,999) 38,162 (28,140) 115,389 382 681,881 779,713 728,289 6,819 (592,987) (539,739) (551,063) (5,930) (44,874) (36,188) (22,140) (449) 1,286 565 2,233 13 (10,349) (70,789) (105) (214) (708) 12,679 176,106 262,145 127 (15,823) 4,414 8,284 (158) 3,815 1,860 3 2,331 (7,636) 23 19,995 (85,186) 68,109 200 436,814 522,000 453,891 4,368 456,809 436,814 522,000 $ 4,568 88 Sumitomo Corporation
200820072006 3 31 1. 10 IT 8 2 19 SCM 2007 4 198 4 3 2 o CATV IT LED EMS Electronics Manufacturing Services Sumitomo Corporation 89
90 Sumitomo Corporation LNG LPG M&A a 2008 3 31 2008 3 31 1 100 20 50 20 3 20072006 3 31 462003 12 FIN46R b 3 c 52 d 2.
Sumitomo Corporation 91 114 g 143 143 h 144 e 115 1 11 f
92 Sumitomo Corporation i 141142 141 142 1 144 1 j 123 148123 123 25 44 2005 6 30 25 2006 3 31 2005 6 30 25 2004 12 123 123 123 2005 7 1 123 123 2005 7 1 123 2005 6 30 2005 7 1 123 k 2007 4 1 48 109 48109 48 48 12 l 133 138149 133
Sumitomo Corporation 93 1 o 00-21 1 2 3 4 5 6 7 8 m n 1 11281 1
94 Sumitomo Corporation 1 2 3 12 3 1 2 3 4 81-1 SOP81-1 1 2 3 98-9 97-2 97-2 1 90 90
Sumitomo Corporation 95 SalesRevenues p q a b r 2006 9157 157 157 1572007 11 16 157 2007 2159 115 159 159 159 2007 11 16 159 2007 12141 141 141 141 2008 12 15 141 2007 12160 ARB 51 160
160 160 2008 12 15 160 s 3. 2008 3 31 2007 5 22 Liberty Media International, Inc. LMILiberty Programming Japan, Inc. LMI 100 LPJ TV LPJ 50 Shop JTVJTV 1 2007 5 23JTV 50JTV JTV JTV 50 50 35,364 $ 354 7,744 77 7,492 75 7,394 74 57,994 580 (17,165) (172) (3,743) (37) (23,433) (234) (44,341) (443) (13,652) (137) 1 $ 0 2 JTV2007 7 2 TVJTV1 JTV 2007 7 2SC 3 2007 7 3 SC LPJ 102,124 1,021 Shop e- 46,463465 58,708587 17 4 J:COM JTV1 2007 9 1 J:COM J:COM 2006 10 13 SMFG SMFG 100 96 Sumitomo Corporation
100 2007 10 1 10,767,948 14,1394144,567446 SMFG 2008 3 31 10060 228,032 $ 2,280 76,957 770 24,085 241 329,074 3,291 (222,772) (2,228) (70,543) (705) (6,518) (65) (299,833) (2,998) 29,241 $ 293 5,2805313,983 140 20 SMFG 13,021130 2008 3 31 2008 3 31SC 620,069 201 8,05381 5,63056 2008 3 31 2007 3 31 2006 10 13 SMFG SMFG 100 100 SMFG SMFG 2007 10 1 2006 10 3112 7 12 1426,177,722 97 2007 5 22 2007 7 1 7963 Sumitomo Corporation 97
7841 1 7,000 2007 3 31 37 97 92,580 3,629 1,271,771 48,235 95,561 41,014 28,742 1,488,952 (64,853) (1,131,843) (75,863) (1,272,559) 15,468 (48,387) 183,474 2007 10 1 2007 3 31 7,636 1,296,549 47,802 95,625 40,986 27,787 1,516,385 60,515 1,188,245 80,528 1,329,288 98 Sumitomo Corporation
2007 3 31 512,492 1,612 4,351 4. 200820072006 3 31 2008 2007 2006 2008 78,324 70,886 37,483 $ 783 147,062 78,349 52,541 1,471 26,125 26,710 30,398 261 3 102,870 1,029 39,896 474,318 1,545,745 266,916 4,743 (384,807) (1,306,466) (96,206) (3,848) (37,761) (3,759) (6,056) (377) 15,468 (45,567) (50,355) (456) (13,021) (130) (6,838) 200,633 164,654 (68) 1,470,331 14,703 (1,218,443) (12,185) 27,252 273 279,140 2,791 5. 20082007 3 31 2008 2007 2008 12,830 13,835 $128 855 359 9 6,171 3,110 62 19,856 17,304 $199 Sumitomo Corporation 99
2008 2007 2008 490,431 681,367 $4,904 7,320 15,766 73 157,439 136,692 1,575 655,190 833,825 $6,552 a 20082007 3 31 2008 3 31 12,830 12,830 238,142 236,715 (7,233) 467,624 21,259 2,403 23,662 13,491 13,491 285,722 239,118 (7,233) 517,607 2007 3 31 13,835 13,835 198,364 466,163 (5,314) 659,213 22,119 394 22,513 18,876 1 (1) 18,876 253,194 466,558 (5,315) 714,437 2008 3 31 $ 128 $ $ $ 128 2,381 2,367 (72) 4,676 213 24 237 135 135 $2,857 $2,391 $(72) $5,176 2008 3 31 12 100 Sumitomo Corporation
20082007 3 31 2008 2007 2008 1 573 6,171 359 3,110 $ 6 $ 62 15 23,075 7,320 22,140 15,585 231 73 510 14 14 137 0 10 44 23,662 13,491 22,513 18,876 $237 $135 200820072006 3 31 2008 2007 2006 2008 51,391 48,246 58,381 $514 46,086 35,725 12,382 $461 1,269 235 22 13 44,817 35,490 12,360 $448 b 20082007 3 31 157,4391,575 136,692 20082007 3 31 144,4101,444125,060 20082007 3 31 118,0411,180 121,203 6. 20082007 3 31 2008 3 31 58,745 268,898 20,719 8,894 357,256 66,294 281,919 48,954 455,685 852,852 11,335 92,467 1,138 199,063 304,003 7,520 70,863 1,572 91,428 171,383 13,999 192,446 1,487 3,097 211,029 41,708 263,942 826 34,527 341,003 18,733 119,149 2,887 33,121 173,890 21,569 91,549 712 46,578 160,408 2,409 400,881 31,059 75,697 510,046 242,312 1,782,114 109,354 948,090 3,081,870 (1,960) (12,622) (207) (22,099) (36,888) 240,352 1,769,492 109,147 925,991 3,044,982 Sumitomo Corporation 101
2007 3 31 76,701 290,875 20,126 15,251 402,953 57,236 193,041 40,301 294,946 585,524 10,567 92,952 1,005 237,651 342,175 8,133 63,036 2,320 84,548 158,037 16,909 210,007 5,405 2,117 234,438 30,409 224,768 447 33,143 288,767 26,238 133,191 2,530 27,538 189,497 22,786 86,898 100 62,371 172,155 43,651 427,350 27,780 39,934 538,715 292,630 1,722,118 100,014 797,499 2,912,261 (2,072) (11,315) (207) (28,454) (42,048) 290,558 1,710,803 99,807 769,045 2,870,213 2008 3 31 $ 587 $ 2,689 $ 207 $ 89 $ 3,572 663 2,819 490 4,557 8,529 113 925 11 1,991 3,040 75 709 16 914 1,714 140 1,924 15 31 2,110 417 2,640 8 345 3,410 188 1,191 29 331 1,739 216 916 6 466 1,604 24 4,008 311 757 5,100 2,423 17,821 1,093 9,481 30,818 (20) (126) (2) (221) (369) $2,403 $ 17,695 $1,091 $9,260 $30,449 200820072006 3 31 2008 2007 2006 2008 42,048 56,038 56,677 $ 420 11,077 8,041 14,707 111 (15,336) (22,819) (16,459) (153) (901) 788 1,113 (9) 36,888 42,048 56,038 369 (14,789) (13,594) (15,335) (148) 22,099 28,454 40,703 $ 221 2008 2007 3 31 27,979280 45,711 20,13820128,435 20082007 3 31 1,08911 1,119 102 Sumitomo Corporation
20082007 3 31 39,809398 51,781 200820072006 3 31 7. (19)2008 2007 3 3155,405554 48,003 8. 2008 2007 3 31 2008 2007 2008 768,306 468,145 $7,683 115,329 91,392 1,153 883,635 559,537 $8,836 20082007 3 31 146,3871,46464,950 2008 3 31 2008 2007 3 31 232249 3432 20082007 3 3129,495295 23,69841,818 41827,254 20082007 3 31200820072006 3 31 2008 2007 2008 2,020,526 1,247,873 $20,205 2,760,265 1,203,942 27,603 2,016,012 631,902 20,160 6,796,803 3,083,717 $67,968 2,618,427 901,544 $26,184 2,383,764 926,856 23,838 1,794,612 1,255,317 17,946 6,796,803 3,083,717 $67,968 2008 2007 2006 2008 665,940 590,183 538,771 $6,659 206,594 223,310 175,254 $2,066 45 27.8P.T. Newmont Nusa Tenggara 263 Sumitomo Corporation 103
2008 3 31 2008 3 31 2008 2008 680,372 $ 6,804 1,419,700 14,197 1,281,205 12,812 3,381,277 $33,813 1,571,836 $15,718 1,284,471 12,845 524,970 5,250 3,381,277 $33,813 2008 2008 798,577 $7,986 13,344 $ 133 2007 10 1 2007 3 31 52,422,76217,01170367,552 3,676 27,252273 11,1741122008 3 31 2007 3 31 3 20082007 3 31200820072006 3 31 2008 2007 2008 50,960 54,644 $ 510 340,243 333,797 3,402 290,117 239,109 2,901 681,320 627,550 $6,813 80,149 70,111 $ 801 264,488 273,271 2,645 336,683 284,168 3,367 681,320 627,550 $6,813 2008 2007 2006 2008 272,328 234,466 191,803 $2,723 25,165 25,598 20,352 $ 252 104 Sumitomo Corporation
3 2008 3 31 27.824.1% 1 Liberty Global LGI41.358.7 LGI/Sumisho Super Media/ LGI Super Media 3.7% 2 1LGISuper Media2005 9 Super Media Super MediaLGI 2010 2 22007 93.7% 3 P.T. Newmont Nusa Tenggara 20072006 12 31200720062005 12 31P.T. Newmont Nusa Tenggara PTNNT12 2008 2007 2008 77,691 71,123 $ 777 163,005 173,468 1,630 44,612 50,760 446 285,308 295,351 $2,853 41,589 74,950 $ 416 82,988 91,615 830 160,731 128,786 1,607 285,308 295,351 $2,853 2008 2007 2006 2008 99,483 108,860 109,876 $995 61,449 24,337 27,490 $614 PTNNT PTNNT Nusa Tenggara Partnership NTP P.T. Pukuafu Indah PTPI 8020 NTP 74.3 43.75Newmont Mining Newmont Newmont Indonesia56.25 NewmontNTP NTP PTPI PTNNT20Carried Interest NTPPTPICarried Interest PTPINewmont Indonesia PTNNT 70NTP Carried InterestPTNNT2007 3 3130.5 2007 5 25PTPICarried Interest NTPPTNNT 30.526 NTP NTP PTNNTCarried Interest 49 15.92008 1 28 NTP2 2008 2 11 PTNNTDefault Notice 2008 3 3200632007 73 2008 3 3PTNNT 21 Sumitomo Corporation 105
2008 2007 2006 2008 2,811 3,662 3,880 $28 2,398 2,332 1,982 24 763 404 646 8 9. 20082007 3 3121 2008 2007 2008 208,425 191,039 $ 2,084 386,328 379,189 3,863 916,313 705,391 9,163 23,201 26,571 232 62,190 69,460 622 1,596,457 1,371,650 15,964 (599,329) (506,959) (5,993) 997,128 864,691 $ 9,971 200820072006 3 31 123,6811,237 93,812 77,222 20082007 3 31 2008 20072006 3 31 2008 2007 2006 2008 18 46 725 $ 0 15 37 1,921 0 518 140 35 5 1,264 754 13 12 7,185 4,801 98 72 40 22 1,242 0 117 1,265 2,762 1,997 28 1,490 543 11,802 9,416 5,829 $118 106 Sumitomo Corporation
10. a 20082007 3 31 2008 2008 85,416 58,491 26,925 $ 854 $585 $ 269 175,222 29,067 146,155 1,752 290 1,462 9,952 3,619 6,333 100 37 63 270,590 91,177 179,413 $2,706 $912 $1,794 2007 70,704 48,405 22,299 116,011 19,514 96,497 11,268 3,036 8,232 197,983 70,955 127,028 20082007 3 31 75,629756 12,564 32007 3 31 12 2007 3 31 2 20082007 3 31 516142008 20072006 3 31 22,943229 19,466 17,017 520,580206 18,15818215,389 15412,95213011,012 110 2008 2007 2008 18,364 17,051 $184 6,812 1,223 68 639 522 6 25,815 18,796 $258 1421442008 20072006 3 31 2008 20072006 3 31 466593 6,103 2006 3 31 4,785 9,328 Sumitomo Corporation 107
b 20082007 3 31 2008 3 31 3,189 2,854 (815) 5,228 20,683 13,983 (5,956) 28,710 13,608 58,957 111 72,676 7,533 286 (867) (845) 6,107 606 606 22,889 533 (4,969) 18,453 108 108 41,800 8,086 (410) (7,187) 42,289 109,702 85,413 (1,277) (19,661) 174,177 2007 3 31 1,359 1,210 620 3,189 15,536 870 (32) 4,309 20,683 9,753 1,764 2,091 13,608 5,636 1,401 496 7,533 20,484 1,731 (281) 955 22,889 41,878 687 (765) 41,800 94,646 7,663 (313) 7,706 109,702 2008 3 31 $ 32 $ 28 $ $ (8) $ 52 207 140 (60) 287 136 590 1 727 75 3 (9) (8) 61 6 6 229 5 (49) 185 1 1 418 81 (4) (72) 423 $1,097 $854 $(13) $(196) $1,742 14220082007 2006 3 31 200820072006 3 311,27713 313 491 2008 3 31 108 Sumitomo Corporation
11. 20082007 3 31 2008 2007 2008 356,012 3.42% 316,201 3.64% $3,560 269,094 1.64 145,730 4.76 2,691 625,106 461,931 $6,251 20082007 3 31 11,050 2445,000 4,4502008 3 31 20082007 3 312008 3 31 2008 2007 2008 20194.87 214,091 237,369 $ 2,141 2007 9,310 200810.8513.14 10,285 11,305 103 200913.06 4,235 4,655 42 20108.659.85 20,570 206 20251.72 2,294,652 2,131,429 22,947 2007 10,040 20080.84 13,991 13,993 140 20100.812.07 30,078 29,968 301 20110.821.28 32,017 31,604 320 20121.071.51 29,924 29,513 299 20131.081.48 45,196 54,555 452 20141.511.83 40,797 30,090 408 20151.17 15,000 14,828 150 20161.702.12 52,241 50,483 522 20171.361.98 20,545 9,498 205 20181.861.89 25,474 24,386 255 20192.21 10,745 107 20183.57 224,787 200,627 2,248 93,814 44,001 938 286,400 255,142 2,864 3,464,842 3,192,796 34,648 (452,850) (428,444) (4,528) 3,011,992 2,764,352 $30,120 Sumitomo Corporation 109
2008 3 31 3 31 2009 452,850 $ 4,529 2010 445,410 4,454 2011 519,011 5,190 2012 535,430 5,354 2013 390,307 3,903 2014 1,121,834 11,218 3,464,842 $34,648 200820072006 3 31 200820072006 3 31 2008 3 31 16,902 $ 169 92,216 922 314,975 3,150 11,615 116 435,708 $4,357 22,301 $ 223 310,610 3,106 332,911 $3,329 17,409174 110 Sumitomo Corporation
12. 30 6.21 7.56 41 200820072006 3 31 2008 2007 2006 2008 229,492 186,258 132,613 $2,295 138,101 145,671 115,194 1,381 367,593 331,929 247,807 $3,676 200820072006 3 31 2008 2007 2006 2008 47,581 59,723 35,398 $ 476 37,444 40,076 30,066 375 33,999 13,448 13,105 340 748 1,596 2,168 7 119,772 114,843 80,737 $ 1,198 200820072006 3 31 2008 2007 2006 0041.0% 41.0% 41.0% 0.9 0.7 1.2 (2.3) (1.9) (1.8) 0.2 0.8 0.3 (5.1) (4.2) (5.3) (2.1) (1.8) (2.8) 32.6% 34.6% 32.6% 200820072006 3 31 2008 2007 2006 2008 119,772 114,843 80,737 $1,198 (94,696) 3,745 107,680 (947) (572) 1,416 3,316 (6) 1,365 2,507 (4,964) 14 (7,632) (21,079) (77) 18,237 101,432 186,769 $ 182 Sumitomo Corporation 111
20082007 3 31 2008 2007 2008 20,554 20,387 $ 206 46,544 46,796 465 38,539 46,092 385 2,211 1,800 22 33,982 28,563 340 12,274 14,962 123 154,104 158,600 1,541 (13,030) (13,051) (130) 141,074 145,549 1,411 (93,704) (189,964) (937) (24,832) (25,083) (248) (22,540) (22,580) (225) (73,318) (55,241) (733) (52,174) (31,322) (522) (17,853) (11,430) (179) (284,421) (335,620) (2,844) (143,347) (190,071) $(1,433) 20082007 3 31 2008 2007 2008 39,300 39,314 $ 393 14,228 11,632 142 (7,602) (1,510) (76) (189,273) (239,507) (1,892) (143,347) (190,071) $(1,433) 2008 3 31 200820072006 3 31 210.2780 1,712 2008 3 31 112 Sumitomo Corporation
20082007 3 31 20082007 3 31 449,6154,496 347,967 2008 3 3152,631526 3 31 2009 1,709 $ 17 2010 1,825 18 2011 1,576 16 2012 2,001 20 2013 2,178 22 2014 43,342 433 52,631 $526 2007 4 14848 5,19652 2008 3 31 6,630 $66 870 9 49 1 (192) (2) 7,357 $74 7,35774 2008 3 3112 12 2008 3 31 2001 13. 2007 3 31158 Sumitomo Corporation 113
200820072006 3 31 2008 2007 2006 2008 6,936 7,297 7,185 $ 69 4,905 5,047 4,862 49 (5,105) (5,220) (4,593) (51) 3,060 2,181 5,147 31 252 213 61 3 4 (73) 1,430 0 10,052 9,445 14,092 $101 2008 2007 2008 193,883 198,571 $1,939 (393) 6,936 7,297 69 4,905 5,047 49 (9,129) (4,155) (91) 5 155 0 (9,806) (8,976) (98) (803) (5,094) (8) 1,734 875 17 (803) 556 (8) 186,922 193,883 1,869 218,942 220,379 2,189 (26,856) (3,024) (269) 13,919 12,432 139 (8,034) (7,693) (80) (678) (4,696) (7) 163 1,083 2 (370) 461 (3) 197,086 218,942 1,971 10,164 25,059 $ 102 24,238 34,894 243 (14,074) (9,835) (141) 10,164 25,059 $ 102 20082007 3 31 2008 2007 2008 69,966 50,164 $699 880 1,155 9 70,846 51,319 $708 114 Sumitomo Corporation
3 31 20082007 3 31 2008 2007 45% 54% 39% 30% 16% 16% 100% 100% 2008 3 31 473518 200820072006 3 31 2008 2007 2006 2.6% 2.6% 2.6% 2.3% 2.3% 2.3% 3.2% 3.0% 2.7% 2008 2007 3.0% 2.6% 3.1% 3.2% 2008 2007 2008 179,290 186,490 $1,793 2008 4 12009 3 31114,061141 Sumitomo Corporation 115
3 31 2009 9,747 $ 97 2010 9,608 96 2011 9,780 98 2012 10,384 104 2013 10,514 105 20142018 52,611 526 102,644 $1,026 3,74537211 2 200820072006 3 31 2,224 221,717 584 200820072006 3 31 1,79918 1,669 1,972 14. a 21 3 3 2008 3 31 SC 11,190112 b 101 41 2006 3 31 10 c 20082007 3 31 243,2552,433 210,363 2008 6 20 2008 3 311 200.2 25,000250 d 1100 2006 1,000i 1.05 ii 116 Sumitomo Corporation
100 4 1 4 3 2007 5 182007 6 22 196,000 196,000 195,000 2008 5 16 2008 6 20 200820072006 3 31 2008 2007 2006 383,000 1,255 $13 367,000 882 530,000 826 196,000 2,415 24 189,000 1,624 177,000 948 174,000 981 10 142,000 831 218,000 714 19,000 1,803 18 31,000 1,028 122,000 1,034 386,000 1,941 19 383,000 1,255 367,000 882 196,000 1,481 $15 199,000 914 191,000 821 2008 3 31 801 1,000 41,000 939 $ 9 2.13 41,000 939 $ 9 1,601 1,800 155,000 1,624 16 3.25 155,000 1,624 16 2,401 2,600 190,000 2,415 24 4.25 386,000 1,941 $19 3.62 196,000 1,481 $15 2008 2007 4.5 4.5 1.31% 1.30% 29.18% 32.91% 1.37% 1.2% 1100 20061,000 110.01 100 10 2007 5 182007 6 22 140,000 94,400 240,000 2008 5 16 2008 6 20 Sumitomo Corporation 117
20082007 3 31 2008 2007 111,000 94,400 111,000 24,000 181,400 111,000 2008 2007 3.6 2.9 1.16% 0.99% 26.67% 27.29% 1.36% 1.2% 200820072006 3 31 3053 220 45 e 2008 3 31 48 109 5,19652 12 06-243 9039 06-2 f 2007 3 31 06-9 g 2007 3 31 04-6 908 04-6 04-6 2,188 2007 3 31 118 Sumitomo Corporation