Investor Presentaiton

Drive 2.0 Investment and Financial Strategies ■ Expand strategic investment limits Allocate generated cash flows mainly to growth fields -Drive 2022- (FY2020-2022) (JPY billion) Operating cash flows Reduction in cross- shareholdings, etc. 53.8 SEKISUI Cash 364.4 IN Investment Plan and Capital Allocation (JPY billion) FY20-22 Plan FY20-22 Results FY23-25 Plan Strategic Normal capital capital R&D Returns to investments investments expenditure shareholders Strategic Limit investments 400.0 41.7 Limit M&A, etc. 300.0 0 Limit 450.0 Limit 300.0 Cash 41.7 126.3 112.6 OUT 117.8 HPP Medical Capital UIEP Housing Other expenditures 100.0 41.7 150.0 Breakdown by segment ESG investment (including strategic -Drive 2.0- (FY2023-2025) (JPY billion) and normal capital 40.0 31.4 30.0 investments) Operating cash flows Debt + reduction in cross-shareholdings Normal investments 100.0 0 126.3 150.0 Cash IN 500.0 Maximum 400.0+a Total 500.0 168.0 600.0 Strategic Normal capital capital R&D investments investments expenditure M&A Returns to shareholders R&D expenditure 130.0 112.6 140.0 Cash OUT 110.0 or 150.0 150.0 140.0 300.0 more Major strategic capital investments (FY2020-2022) Increase in heat release materials production (U.S.) Increase in foam material production (U.S.) Increase in pharmaceutical raw material production (Iwate, U.K.) Increase in FFU production for railway sleepers (the Netherlands) Copyright© SEKISUI CHEMICAL CO., LTD. Breakdown by segment Strategic capital investments Normal investments R&D expenditure More than 70% of investments in the HPP, Medical, and new businesses 11

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