IR-day

from the beginning

Value, Connect, and Lightens the World

A Better World, Made by the UACJ Group

The UACJ Group Sustainability Compass: Guiding the UACJ Group to Make a Better World

Thoughts Behind the Fourth Mid-Term Management Plan

A World Where People and Companies Are Changing

Market Environment and Business Opportunities

Major Policies of the Fourth Mid-Term Management Plan

Approach to Business Opportunities: UACJ's Value-Added Materials Strategy

How the UACJ Group addresses social issues through recycling

Future Challenges and Vision in Promoting Recycling

Promote horizontal recycling of can stock

Contribute to income in key activity areas

Initiatives to Strengthen Our Agile and Flexible Structure

Acquire, strengthen, and leverage technologies, brands, and other intangible assets: Branding initiatives

Fourth Mid-Term Management Plan Financial Targets

Shareholder Return Policy

Working Toward UACJ Vision 2030

Value Creation Process: For Success of the UACJ Group in 2030 and Beyond

Reference Material

Ideals in the UACJ Group’s Long-term Roadmap, UACJ Vision 2030

UACJ Vision 2030 Financial Targets

UACJ VISION 2030 Major Non-Financial Targets

Approach to Governance

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Toward Enhancing Corporate Value UACJ Financial Strategy

1. Initiatives and review during the 3rd Mid-Term Management Plan

2-1. Financial Targets for the 4th Mid-Term Management Plan

2-2. Financial Strategy and Cash Allocation for the 4th MTP

2-3. Investment Plan for the 4th MTP

2-4. Growth Investment and Vision for the 4th MTP

2-5. Contribute to income in key activity areas for the 4th MTP

3-1. Policy Actions to improve P/B ratio

3-2. Shareholder Return Policy

3-3. Enhancing share value

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Becoming the world's no.1 comprehensive aluminum sheet business

Division Initiatives

Review of the Third Mid-Term Management Plan

Aiming to Become the World's No.1 Comprehensive Aluminum Sheet Business

World's No.1 Comprehensive Aluminum Sheet Business, as Envisioned

Fourth Mid-Term Management Plan: Basic Policy

Flat Rolled Products Division: Evolution of the Three-Country Supply System

Global Demand Forecast for Aluminum Sheet

Flat Rolled Product Business Volume, Profit/Loss Forecast

Total Sales Volume and Business Profit for All Three Units

Strengths of Japan-Based Works, UATH, and TAA

Domestic Initiatives

Fourth Mid-Term Management Plan: Sales Plan

Trends in Segments with High Demand: Can Stock, Automotive Materials

Trends in Segments with High Demand: Battery Foil, Battery Cases

Trends in Segments with High Demand: Thick Plates, Fins for AC Units

Initiatives to Reduce Environmental Impact

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TRI-ARROWS ALUMINUM INC

TRI-ARROWS ALUMINUM Investor Relations Day

Tri-Arrows Aluminum

TAA Mission and Strategy

Big Picture and Landscape

Key Accomplishments

FY23 Delivers Six Consecutive Years of Earnings Growth

4th Mid-Term Plan Focus is to Deliver Steady Returns and Position the Business for Future Opportunities

U.S. Can Sheet Long-Term Demand Outlook Healthy as Destocking has Concluded

Manufacturing Focus Strengthen our Low-Cost Position through Debottlenecking and Continuous Improvement

Sustainability Environmental Focus

Sustainability North American Scrap Focus

Summary/Outlook

Becoming part of the world's no.1 comprehensive aluminum sheet business - UATH (Thailand) 4th Mid-term Management Plan

Overview of UACJ (Thailand) Co., Ltd. (UATH)

UATH's Investment and Sales Volume

Review of the Third Mid-Term Management Plan

Fourth Mid-Term Management Plan Basic Policy

Market Awareness for Can Stock

Market Awareness and Sales Strategy for Heat Exchanger and Fin Materials

Sales Volume, Business Profit Plan

Growth Strategy for Can Stock

Initiatives to Reduce Environmental Impact

Initiatives to Reduce Environmental Impact: Steps Toward Maximum Recycling

Initiatives to Reduce Environmental Impact: Can to Can Journey

Reduce Environmental Impact: 2nd Phase of Photovoltaic System Installation

Initiatives to Reduce Environmental Impact: Effective Use of Water Resources

Human Resource Development, Localization of UATH Operations

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UACJ Automotive Whitehall Investor Day 2024

UACJ Automotive Whitehall Industries (UWH)

Vertically Integrated Process Flow

Expansion and Sales History

2023 Extrusion Successes

2023 Quick Response to Lower Sales

Competition - Vertically Integrated Automotive Structural Part Suppliers

Our People Make Us What We Are

Customer Quality Performance

Is N.A. EV Demand Slowing? Factors to Monitor

Pace of EV Adoption U.S. EV Sales and Market Share

EV adoption curve is influenced by several outside factors

Is N.A. EV Demand Slowing? EV Forecast Model Comparison

Automotive Vehicle Lightweighting Material Transition

Analysis of Business Profit (FY2023 Results → FY2027 Forecast）

2024 Quick Response to Lower Sales

Legacy Low Margin Business Phasing out Through Attrition

UWH Sales Growth

Sustainability/Environmental Activity

UACJ Automotive Whitehall Takeaways

Synergistic Collaboration Mechanisms for Creating Added Value

Fourth Mid-Term Management Plan Major Policies

New organizations aimed at leveraging our collective capabilities

New organizations established to align our capabilities along two axes

Extrusion & Metal Components Business Division

Materials in the Extrusion & Metal Components Business Division: Demonstrating Our Value-Added Stance

Aerospace & Defense Materials Business Division

Organizational Structure to Promote Recycling: Central Role in a Circular Economy

Strengthening the Foundation for Value Creation: Another Approach in Promoting Recycling

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Q&A

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• Q&A 4

• Q&A 5

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• Q&A 8

• Q&A 9