Dai Nippon Printing (7912) Investor Day 2025 summary

Progress and evaluation of the mid-term management plan

• Achieved operating profit target of ¥130 billion for the final year of the plan one year ahead of schedule, with FY2025 operating profit at ¥93.6 billion and ROE at 9.6%.

• Cumulative investment progress reached 68% of the ¥390 billion plan, with ¥122 billion in business investment and ¥145 billion in capital expenditures.

• Structural reforms and focus on growth areas contributed to steady profit growth and improved capital efficiency.

• ROE excluding extraordinary items rose to around 7%, aligning with the estimated cost of equity.

Approach to sustainable growth and business strategy

• Concentrated investment in priority and new businesses aligned with social issues and megatrends, including information security, photo imaging, mobility, and semiconductors.

• Largest-ever treasury share acquisition planned to improve capital efficiency and enhance shareholder returns.

• Expanded investment in human and intellectual capital, with a focus on decarbonization and recycling-oriented initiatives.

• Targeting an ROE of over 10% and a CAGR of 5% or more in income by expanding high asset-efficiency business areas.

Focus business areas and new developments

• Six focus business areas identified: information security, photo imaging, mobility, industrial high-performance materials, digital interfaces, and semiconductors.

• Major investments include making Rubicon SEZC a subsidiary for government ID authentication, expanding photomask production for semiconductors, and launching new optical film production lines.

• Integration of mobility with living spaces business planned for October 2025.

• Overseas expansion in information security, targeting ¥140 billion in cumulative sales in government ID authentication by FY2030.