In Investor Re Rela lation tions AUG. 2019 Disclaimer This - PowerPoint PPT Presentation

In Investor Re Rela lation tions AUG. 2019

Disclaimer This presentation was made as the dates shown and reflected management views as of these dates. All financial information regarding CJ corp. business results and forward looking statements and beliefs about future events are subject to known risks and uncertainties that may cause actual results to differ from those stated or implied. The financial information in this document are consolidated earnings results based on K ‐ IFRS. These statements involve risks and uncertainties, and actual results may differ. CJ corp. is under no obligation or responsibility to update the information provided in the presentation in correspondence to their respective dates.

CO CONTENTS Company Over vervie iew 1. 1. 2Q19 19 Ear Earnin ings Revie eview 2. . App ppendix 3. 3.

Company Overview

CO COMPANY OVERVIEW EW Vision & Mission Co Core Business Are reas Vis Visio ion Cre reat ate a a New Cul ulture re For r Heal althy, Happy and d 0% 29% Convenient Lifestyle s s Food ood & Syn Synergy Food ood &Infr fra Se Servic ice 17% 17% 37% Entertain inment Bio Missio ion & Media ia Contribute to o th the gl glob obal community Retail il & Logis Logistic ics by pr by providing th the best t val value to o our r cus ustomers with ONLYO wi YONE pr prod oducts s and servi rvice ces * 2018 K-IFRS Consolidated, Revenue Breakdown 4

COMPANY OVERVIEW CO EW [As of end of Dec, 2018] Listed 44.6% 40.1% CJ Cheilchedang CJ ENM Ex. E&M Ex. Food BIO 71.3% O Shopping Studio 47.1% Dragon 53.9% CJ Freshway CJ Logistics CJ Hello 40.1% 96.0% 39.0% CJ Olive CJ Foodville CJ CGV Networks 55.0% Fo Food & Re Retail Ent ntertainment Bi Bio Food Se Foo Service & Logistics & & Media & *Note: Common Stock Basis 5

COMPANY OVERVIEW CO EW Financial Sum Fi Summary [Unit: W Bn] Since the transition to a holdings company in September 26,899 30,000 2,500 2007, CJ Corp has achieved Sales CAGR of 14.6% and 23,954 25,000 17,628 18,852 19,572 21,167 2,000 operating profit CAGR of 10.3% through adopting 20,000 1,500 “choose and focus” strategy on 4 core business areas. 11,616 13,271 15,000 9,665 1,326 1,225 1,253 1,000 7,913 By the end of 2018, Company's total assets and revenue 10,000 901 1,063 786 1,003 788 738 500 5,000 550 recorded KRW 31.7 trillion and KRW 29.5 trillion , which is 0 0 262% and 273% increase within past 10 years, 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 respectively. Revenue Operating Profit Note: K-IFRS Consolidated Consolidated Revenue CJ’s Globalization 2008 2018 Expand global presence of businesses which are already indisputably a domestic leader under the operations of CJCJ, CJ Logistics, CJ CGV and more Globa bal Globa bal 6% 6% Continue to increase global sales proportion which has seen a 29% remarkable growth from 6% in 2008 up to 29% in 2018 Do Domestic Domestic Do 71% Increase market share already at unwavering global No. 1 of 94% major Bio products, namely lysine, nucleotides and tryptophan 국내 73% 해외 No.1 theater operator in Vietnam and Turkey 94% 27% 6

CO COMPANY OVERVIEW EW Business Overview Bus [Unit: W Bn, %] Strengt gthen competitiveness ss and d maximize B/S B/S 2017 17 2018 18 P/L P/L 2017 17 2018 18 synergies s betw tween four core business ss areas s Asset 29,325 31,729 Revenue 26,899 29,523 in the group Operating Liability 17,333 19,207 1,326 1,333 Profit Net  Foo Food & & Foo Food Ser ervic ices : Actively pursue global Equity 11,992 12,522 1,137 880 Income expansion based on the experience as the Liability to country’s leading producer and service provider OP Margin 145% 153% 4.9% 4.5% Equity Ratio  Bio io : Secure global No. 1 position in green bio Note: K-IFRS Consolidated with outstanding R&D and advanced technologies  Ret etail l & & Logis isti tics : Provide the largest total Ty Type No. . of Share res Stake Note As As of En End of 2018 logistics services and operate the country’s top Shares Common 29,176,998 selling home shopping channel and Korea’s Outstanding Preferred 2,260,223 leading health & beauty (H&B) store brand Treasury Common 2,971,575 10%  En Entert rtain inment & & Me Media ia: Create and produce contents unlimited to movies, music, drama and Shares Preferred 1,120 performance and operate the country’s largest Major Shareholder Common 12,275,574 42% movie theater complex 7

2Q19 Earnings Review 8

CJ CJ Co Corp. . 2Q 2Q19 Ea Earnings Review Fi Financial Hi Highlights [Unit : W Bn] [Unit : W Bn] 9,000 1,000 8,454 1Q 18 18 2Q18 2Q 3Q 3Q18 4Q 4Q18 1Q 19 19 2Q 19 19 7,801 7,795 7,675 8,000 800 7,063 6,974 7,000 Revenue 6,974 7,063 7,675 7,801 7,795 8,454 600 6,000 400 Operating 5,000 342 301 406 283 343 365 406 365 Profit 342 343 200 301 4,000 283 3,000 0 (%) 4.9% 4.3% 5.3% 3.6% 4.4% 4.3% 1Q 18 2Q18 3Q18 4Q18 1Q19 2Q19 Revenue OP 2Q19: Revenue KRW 8,453.7bn (YoY +19.7%), OP KRW 365.2bn (YoY +21.2%) : Growth led by CJCJ’s Food(Schwan’s newly inclusion)/Bio, CJ Logistics’ Global/Parcel and CJ ENM’s Media/Commerce business : OP increased with improved profitabilities of CGV(7,733.3%yoy), CJ Logistics(+25.6%yoy), ENM(26.0%yoy), OliveNetworks(24.0%yoy) Enha Enhance ced mar arket t competitiv iveness ss in n al all four main n bus usiness ss ar areas, whi hich ha has s achi hieved more stabi ability in n di diversifie ied po portf tfolio : Driving future growth through globalization - continuous endeavors in diversifying product portfolio within the Food business, setting the cornerstone by acquisition of local company at CJ Logistics and enhancing content producing capability at CJ ENM : Inter-sub synergies – business portfolio includes Food, Entertainment, Retail and Logistics, all of which are synergistic to one another, promoting further 9

CJ CJ Co Corp. . 2Q 2Q19 Ea Earnings Review 2Q19 19 Operating Results by business Revenue Op Operating Pr Prof ofit [Unit : W Bn] [Unit : W Bn] 2Q18 2Q19 Yo YoY 2Q18 2Q19 Yo YoY Food & Food Service 2,085 2,771 32.9% Food & Food Service 76 79 3.9% Bio 1,111 1,199 8.0% Bio 70 59 -16.0% Retail & Logistics 2,710 3,075 13.5% Retail & Logistics 111 147 31.7% Entertainment & Media 1,155 1,407 21.8% Entertainment & Media 48 87 83.9% Others 2.0 1.7 -15.0% Others -4 -7 -78.0% Total 7,063 8,454 19.7% Total 301 365 21.2% Stability of of the Business Por Portfolio Operating Profit Revenue Others Others Ente tertai tainm 0% 0% Others Ente tertai tainm 0% 0% Others Food & Food & Ente tertai tainm Ente tertai tainm ent t & 7% 7% Food & ent t & -1% 1% Food Food ent t & Food & Medi dia ent t & Food Medi dia Service Service Medi dia Food Medi dia 16% 22% Service 17% 25% 16% Service 24% 30% 33% Bio Retai tail & Retai tail & 16% Bio Retai tail & Logi gisti tics Retai tail & Logi gisti tics Bio Bio 16% Logi gisti tics 36% Logi gisti tics 38% 23% 14% 37% 40% 10

Li Listed Subsidiaries 2Q1 Q19 Fi Financial Hi Highlights 2Q19 Com Compa pany Highlig Hi ights W bn bn YoY Revenue 3,186 +34.6% ∙ Up with processed food on the back of Schwan’s company acquisition and growth from Bio CJCJ OP -19.7% ∙ Down with increased promotional costs, burden of fixed costs on a new factory and ASF 105 Revenue +11.0% ∙ Solid growth from global (+25.4%yoy) and parcel (+9.6%yoy) division 2,535 CJ Logistics OP +25.7% ∙ Up with the increase in strategic selling prices and operational efficiency in each sector 72 Revenue +20.1% ∙ Solid growth driven by Media (+15.4%yoy) , Commerce (+16.3%yoy), Movie (+88.2%yoy) , Music (131.2%yoy) 1,260 ENM OP +22.3% ∙ Up with growth of ads/contents sales and commerce portfolio reorganized based on high-yield products 97 Revenue +19.0% ∙ Up with robust growth in Korea (+20.3%yoy) , China (+27.3%yoy) and Vietnam (+32.5%yoy) 482 CGV OP 24 +7,733.3% ∙ Up with increased number of audiences due to market growth and efforts to increase non-ticket sales Revenue +3.8% ∙ Solid growth from food material distribution(+4.5%yoy) and food catering service(+13.5%yoy) 757 FreshWay OP +40.6% ∙ Up with improving profitability on food catering service and food material distribution 19 ※ CJCJ excluding CJ Logistics 11