Director of the Board Jean-Marc Gilson Executive Vice President, Chief Financial Officer Yuko Nakahira Executive Vice President,Head of Advanced Solutions Johei Takimoto Executive Vice President, Head of Polymers & Compounds / MMA Hitoshi Sasaki PLAY LIST from the beginning IR Day 2022 Performance Products - value creation through profitability growth Corporate slogan Opening remarks Opening remarks - what we will discuss today i.Our starting point MCG struggled to generate value for our shareholders in the past - along both growth and profitability We have identified the major challenges which limited creation of shareholder value in the past To address these and become one of the world's leading specialty materials & solutions supplier, we launched the "Forging the future" strategy Forging the future will result in margin & ROIC improvement Turning Forging the future into action - we are changing the way MCG operates 1: Bring company wide re-focus 2: Company wide cost & cash excellence Turning Forging the future into action - we are changing the way MCG operates 3: Accelerate margin growth: Performance Products is core to MCG 3: Accelerate margin growth - Taking our existing products to high growth markets outside of Japan 3: Accelerate margin growth: shifting to a market-facing organization with focus on 7 key markets to best leverage our core products 3: Accelerate margin growth: Performance Products serves end-markets with high growth tailwinds and has unique capabilities to address them 3: Accelerating margin growth ii.Performance Products spearhead of implementation Our Performance Products business leaders will tell you about how we will create value in key growth markets and some exciting products Our focus markets in Performance Products Portfolio transformation in Performance Products Sales Revenue/EBITDA targets for Performance Products Segment Basic Strategy of the Performance Products Segment Digital Semiconductors & Electronics Trends in Information and Communication Related Market Digital 1 | Semiconductor related Businesses | Overview Market Trend | Rapid growth in each application area and device demand drive the overall market Our Advantage | Unique products and capabilities to meet increasingly sophisticated customer needs Cleaning Services | Strong Global Position Epoxy | High Adaptability to Cutting-Edge IC Trends Maintains High Market Share Semiconductor Business Indicators Summary Digital 2 | Electronics Businesses | Overview Next Generation Display Market Trends Black Bank Materials for OLED | Building a leading position in the OLED market by applying color resist materials and technology Light Guide Plate Materials for AR Glass (xR-related Optical Materials) Expanding business in the growing market for AR glasses by leveraging our capabilities in optical control technology Electronics Business Indicators Summary Food Food Market Trends | MCG Solutions and Products Food-related Businesses | Overview Emulsifiers | Maintain and strengthen the No.1 global market share of sugar esters Food packaging materials | Appealing to the food needs of Asian countries such as Thailand with the No.1 track record in Japan Food Business Indicators Summary EV/Mobility Megatrends | Mobility Trends Drive New Product Needs EV/Mobility-related Businesses | Overview Battery Materials | Battery-related Materials Market Expands through EV Growth Electrolyte | Aiming to expand market share by leveraging our industry presence, proprietary additives and high design capability Carbon Fiber Composite Materials | Entering Target Markets with Unique Materials that Combine Lightness and Strength with Productivity EV/Mobility Business Indicators Summary Industrial, Medical, Consumer goods, Building & Construction etc. Business Indicators Summary Sustainability Our focus markets in Performance Products MCG Solutions | Creating a Larger Recycling Loop EVOH's Perceptions of the Market Environment | In addition to population growth and growing awareness of food loss reduction, packaging materials are also required to contribute to GHG reduction EVOH | Maintain and enhance global presence by expanding production capacity in Europe Biopolycarbonate Market Trends Biobased Polycarbonate Paint free production streamlines customer manufacturing processes, improves fuel efficiency, and promotes material recycling. iii.Key takeaways and outlook Q&A Q&A 1 Q&A 2 Q&A 3 @ @ @ Q&A 4 @ @ @ @ Q&A 5 @ @ Q&A 6 @ Q&A 7 @ Q&A 8 Q&A 9 Q&A 10 Q&A 11 Key messages of today's perspective on Performance Products Outlook - what we will show in February 2023 Back Next