MEC Company (4971) Investor presentation summary

2030 vision and strategic direction

• Aims to become the world's best creator of interfaces, focusing on visionary technology, reliable quality, and meticulous service.

• Seeks to be a truly global, R&D-driven, and uniquely innovative AI company.

• Emphasizes sustainable growth, ESG management, and building foundations for future expansion through three medium-term plans.

• Targets rapid advances in digital technology, next-generation communications, IoT, and AI diversification by 2030.

Financial performance and revised targets

• First year of Phase 2 exceeded expectations due to strong generative AI-related demand.

• Revised FY2027 targets: consolidated sales ¥25 billion, operating margin 26-30%, ROE 13-16%.

• Dividend policy updated to a payout ratio of 35%+ and DOE of 4%+ to enhance shareholder returns.

• Cash allocation prioritizes investment in growth, R&D, and stable shareholder returns.

Core business and technology initiatives

• Maintains dominant global share in package substrate adhesion technology, with over 300 customers.

• Expanding applications in high-frequency PCBs, interposers, and next-gen mobility through CZ and AP series.

• Focuses on low signal loss, high-density integration, and non-roughening (chemical adhesion) technologies.

• Participates in industry consortia to accelerate development of advanced materials and interposers.