Investor Presentaiton

Summary of Drive 2022 (FY2020-2022) HPP Company SEKISUI Promoted efforts to strengthen earnings power through cost innovations throughout the supply chain and improving the profitability of SEKISUI AEROSPACE CORPORATION and other operations; despite offsetting the surge in raw material prices through improvements in selling prices, fell short of operating profit plans due to the substantial impact of the slump in electronics and other global market conditions Divisional Company and Three Strategic Field Net Sales (JPY billion) Priority Implementation Measures Strategic capital . Boost foam material production capacity (U.S.) Expand the heat release material business (U.S.) Binder resins for MLCCS Boost production capacity (Japan) FY19 Results FY22 Results FY19→ FY22 Difference FY22 Medium-term Plan Difference from the Medium-term Item Measures Plan Total HPP 322.4 404.1 +81.7 Growth invest- ments investments 360.0 +44.1 Company (25.3 JPY billion) Electronics 57.2 61.3 +4.1 66.7 -5.4 Mobility 113.8 156.2 +42.4 130.4 +25.8 Building and 68.4 88.4 +20.0 78.4 +10.0 Infrastructure Structural reforms Analysis of Operating Profit (JPY billion) Consoli- Sales dated- Volumes & Cost basis Foreign Change Exchange Product Mix Selling Raw Price Materials Reduction, Fixed etc. Costs Total Difference 0 +12.7 -29.0 (+38.4) (-37.6, +4.1 (-29.0) (+38.4) +7.5 -3.8 48.0 FY2022 Medium-term Plan Copyright@ SEKISUI CHEMICAL CO., LTD. FY2022 Results M&A (-JPY billion) • Drastic review of underperforming businesses and reorganization of bases Rationalization of SEKISUI AEROSPACE CORPORATION production; reform of the product portfolio Results and Challenges <Results> • Offset the impact of a surge in raw material prices through improvements in selling prices and such measures as cost reduction . • Improved costs through a variety of factors, including innovation throughout the supply chain and the structural reform of businesses • Promoted sales growth of mainly high-performance interlayer films for HUD use Reduced GHG emissions by 21% compared with FY2019 <Challenges> • Delay in sales growth in the three strategic fields -3.8 44.2 21

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