Director of the Board Jean-Marc Gilson Executive Vice President,Chief Financial Officer Yuko Nakahira PLAY LIST from the beginning Mitsubishi Chemical Group Investor Day 2023 What you will hear today Chapters The New MCG Purpose 窶徹ur north star窶 Our focus markets are aligned to key trends that shape the world as we know it We remain committed to our transformative Forging the future targets Forging the future update Our Forging the future strategy aims at creating value across 5 key pillars Three primary pillars will drive EBITDA margin from 13% to 18% Our business growth and performance key drivers We will grow supported by sustainability trends while becoming more sustainable in our operations Innovation underpins MCG's growth performance and sustainability Cost transformation will exceed original target and achieve a majority by FY2023 We are committed and making progress to exit the businesses that do not match our growth and sustainability expectations MCG has set itself a LEANER organizational structure MCG will become more DIGITAL including technology, data, and digital business models We will EMPOWER our employees for this journey Business growth plans The committed individuals leading the businesses as of April 1, 2023 Our transformation is governed by a shift towards specialty materials Performance Products business 窶 MCG's engine for profitable growth Performance Products 窶 becoming more market oriented Performance Products 窶 making entire portfolio available globally Performance Products 窶 further expanding our sustainability position Industrial Gases business 窶 strong profit contributor Health Care business 窶 spearheaded by pharma business Health Care 窶 focusing on three core areas and restructuring the business MMA business 窶 cost-advantaged technology leader MMA 窶 capacity shift towards lower-cost alpha technology and expanding the sustainable MMA portfolio Performances of the businesses will deliver a strong financial position in FY 2025 The generated capital will fund organic growth, increase shareholder return, and provide a healthier balance sheet Our vision for the future Our vision for the future Forging the future will be a transformative journey and pave the way to win beyond 2025 Major highlights from todays presentation Q&A Q&A 1 P29 P23 Q&A 2 P21 P28 P32 Q&A 3 P15 P22 P32 Q&A 4 P23 P32 Q&A 5 P16 P21 Q&A 6 P17 Disclaimer Back Next