Sawai Group Holdings Co (4887) investor relations material

Stable supply and capacity

• Theoretical group-wide production capacity was 20.5bn tablets at end-Sep 2026; listed site capacities include Sanda 5.0bn, Daini Kyushu 4.5bn, Kanto 3.5bn and Seima 3.0bn tablets.

• Daini Kyushu Step 1 began operating in July 2024; Step 2, Seima Daini and Seima Daisan were shown as future capacity additions.

• Productivity initiatives target larger manufacturing lots, simpler formulations and processes, lower quality-related losses, portfolio focus and better use of core production lines.

• Strategic alliances aim to consolidate manufacturing sites and product lines, including collaboration with Nichi-Iko.

Product development and market position

• Nine drug items were listed on the NHI in June 2026 across allergy, essential thrombocythemia, overactive bladder and multiple sclerosis; further listings were expected in December 2026.

• Value-added development addresses swallowability, tablet size, taste, divisibility, packaging visibility, removal from blister packs and stability.

• SAWAI HARMOTECH capabilities include core-particle, orally disintegrating tablet, coating, printing and formulation-evaluation technologies, including AI-based taste and aroma evaluation.

• Estimated market share was 16%; strategy links product development and portfolio optimization with in-house production and quality assurance to expand share and sustain value.

Quality assurance and culture

• Quality initiatives link headquarters and factories through MES/LIMS digitization, on-site QA, real-time deviation and change management, independent GMP audits and review of approval documents.

• ICH Q10 management reviews combine on-site and divisional assessments with company-wide review led by the representative director and president, guiding improvement decisions and resource allocation.

• New-product technology transfer spans R&D preparation, execution and verification, then commercialization and follow-up, with management reviews and evaluation-data sharing across phases.

• Quality-culture work defines an ideal state, measures gaps through surveys and implements improvement activities, emphasizing patient-first conduct, collaboration and employee development.