Investor Presentaiton

Drive 2.0 Understanding of the External Environment and Market Assumptions SEKISUI ■ The global economy remains unstable and uncertain (VUCA) Number of Automobiles Manufactured (YoY) Forecast moderate growth mainly in China and Europe; Acceleration in the EV ratio (FY2022: 11% → FY2025: 25%) New Housing Starts (By Type) *Forecast data: Company estimates Gradual continued decline in housing starts; the impact of declining market sentiment due to concerns surrounding inflation expected to spread to houses for sale (Thousand units) 860 120% 884 866 850 812 830 800 Other 110% 106% BM:FY22 (100%) 104% 102% 335 331 347 342 320 ■Rental homes 303 310 93% 100% ■Houses for sale 83% 146 144 133 129 144 145 121 ■Privately owned 90% FY22 FY23 FY24 FY25 homes 99% 283 263 281 248 250 280 280 FY2019 →> compared with Smartphone Shipments (YoY) FY19 FY20 FY21 FY22 FY23 FY24 FY25 Domestic Naphtha Price Forecast moderate expansion from the 2H of FY2023; continued improvement in smartphone performance Naphtha price assumption: ¥85,000/KL 120% 110% BM:FY22 (100%) 100% 102% 90% FY22 Copyright SEKISUI CHEMICAL CO., LTD. 107% 108% (\/KL) 76,600 66,000 85,000 85,000 FY2025 FY23 FY24 FY25 FY22 FY23 FY24 FY25 00 8

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