Menicon Company (7780) Investor presentation summary

Market overview and trends

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

• The global myopia population is rising, projected to reach 5 billion 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 1-DAY lens adoption.

Business model and growth strategy

• MELS Plan subscription model offers fixed monthly fees and flexible lens replacement.

• MELS Plan members reached 1.346 million in FY2025, with a growing share of high-value 1-DAY lens users.

• Monthly fees for 1-DAY lenses range from JPY 4,600 to 5,900.

• Sales channels include 1,641 MELS Plan member shops as of March 2026.

• Key success factors include strong global demand for 1-DAY lenses and growth in orthokeratology in Asia.

Product and production expansion

• Expanding 1-DAY lens sales globally, with new production at Malaysia, Singapore, and Japan plants.

• Product lineup includes silicone hydrogel, toric, multifocal, and color lenses.

• Innovative packaging design enables hygienic and easy lens handling.

• Orthokeratology lenses promoted globally, with tailored strategies for China, Asia, and Western markets.

• Production bases span Japan, Europe, China, Singapore, Malaysia, and Italy.