Dai Nippon Printing (7912) Investor Day 2026 summary

Sustained enhancement of corporate value

• Pursuing growth through a three-step medium-term management plan, focusing on active investment in focus businesses and structural reform of existing operations from FY2026–FY2028, with further innovation planned through FY2031.

• Emphasizing continuous shareholder returns and aiming for sustained growth by executing business strategies and structural reforms.

• Targeting operating profit CAGR of 9% for FY2026–FY2028 and ROE of ≥9% by FY2031.

Sources of competitive advantage

• Leveraging advanced printing technologies, robust R&D, high patent competitiveness, and in-house production equipment development to create high barriers to entry.

• Integrating differentiated technologies, continuous R&D, and intellectual property to maintain a strong competitive edge.

• Investing approximately ¥120 billion in R&D over three years and expanding global R&D sites in the Netherlands and India.

Business strategy under the new medium-term management plan

• Expanding focus businesses such as Information Security, Photo Imaging, Mobility & Living, Industrial High-Performance Materials, Digital Interfaces, and Semiconductors.

• Reclassifying business segments based on growth and profitability, with proactive investment in high-growth areas and structural reforms in stable and reforming businesses.

• Planning approx. ¥300 billion in CapEx over three years, mainly in electronics and focus businesses.