Menicon Company (7780) investor relations material

Market overview and trends

• Vision care dominates sales, accounting for 92.8% of consolidated revenue, with healthcare and life care at 7.2%.

• The global myopia population is rising, projected to reach 52% of the world population by 2050.

• The Japanese contact lens market reached JPY 316.0 billion in FY2025, with a 20% group share.

• 1-DAY lenses represent 26.9% of sales, with lens care products at 54.3%.

• The global contact lens market is expanding, with increasing shipment values across regions.

Business model and key strategies

• MELS Plan subscription model offers fixed pricing and flexible lens replacement, driving customer retention.

• Expansion of 1-DAY lens sales globally, supported by increased production capacity in Japan, Singapore, and Malaysia.

• Orthokeratology lenses are promoted globally, with tailored strategies for Europe, North America, China, and Asia.

• Strengthening sales channels with 1,641 MELS Plan member shops as of March 2026.

• M&A activity has expanded the global network and product offerings, including recent acquisitions in Europe and Asia.

Product portfolio and innovation

• Wide range of contact lenses: 1-DAY, 2-WEEK, 1-MONTH, 3-MONTH, and hard lenses, with monthly fees ranging from JPY 2,100 to 5,900.

• Innovative packaging for 1-DAY lenses enables hygienic and easy handling.

• Product lineups include silicone hydrogel, toric, multifocal, and color lenses.

• Lens care products are sold as sets with orthokeratology lenses, especially in Asia.

• Functional and customizable lenses are emphasized to meet diverse customer needs.