Investor Presentaiton slide image

Investor Presentaiton

Three New Strategic Fields Sales and KPIs Electronics Electronics (semiconductor and display materials) Focus on expanding sales in the non-LCD field • Semiconductors / electronic parts: Tapes for semiconductor processing use, binder resins for MLCCs, Build-up (BU) dielectric film sales growth . . Exterior parts / mechanism components: Bio product sales growth Next-generation displays: OLED-related sales growth Net sales (JPY billion) Mobility Mobility (high-performance interlayer film, release materials, etc.) ■Drive growth on the back of efforts aimed at expanding high-value-added product sales, increased aircraft-related demand, and improvements in SEKISUI AEROSPACE CORPORATION profitability • Interlayer films: HUD-use/thermal- / and design-related sales growth . Heat release materials: Accelerated EV-related sales growth mainly in Europe and the U.S. SEKISUI AEROSPACE CORPORATION: Return to profit in FY2024 Net sales (JPY billion) • • • HPP Company SEKISUI Industrial Molding products, sensing Strengthen the earnings base • Labor-saving, environmentally friendly product growth Molded products: Clean container (environmentally conscious) sales growth • Sensing devices: Expansion into nursing care and clinical fields Efforts to strengthen the profitability of general products Net sales (JPY billion) 53.3 58.5 228.7 74.6 213.4 191.3 104.4 110.8 119.0 FY22 FY23 Plan ~ FY25 Medium-term Plan KPI: Focus on the non-LCD field Non-LCD field sales ratio FY22 FY23 Plan FY25 Medium-term Plan KPI: High-performance interlayer film sales growth YoY percentage sales growth in high- performance interlayer film sales volume FY22 FY23 Plan FY25 Medium-term Plan KPI: Labor-saving, environmentally friendly product sales growth YoY sales growth rate 67% 68% 73% 105% 107% (JPY billion) 20.4 Liquid 18.6 Crystal 17.7 ■ Non-LCD 54.2 35.4 40.0 112% 130% 106% ■Standard films (JPY billion) 9.7 8.1 8.0 ■ High- performance interlayer films ■ Environmen- tally friendly ■Labor-saving 29.0 21.8 23.5 FY22 FY23 Plan FY25 Medium-term Plan FY22 FY23 Plan ~ * FY2022 and FY2023 are YoY data; FY2025 is compared with FY2022 FY25 Medium-term Plan FY22 FY23 Plan * FY2023 is YoY data; FY2025 is compared with FY2022 FY25 Medium-term Plan Copyright@ SEKISUI CHEMICAL CO., LTD. 23
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