Osaka Soda Co (4046) Corporate presentation summary

Key messages and strategic focus

• Emphasizes strong business momentum, sustainable growth drivers, and a clear path to shareholder value creation.

• Focus areas include investment highlights, key growth drivers, growth strategy, capital strategy, and FY2026 forecast.

Investment highlights and business performance

• Holds global niche leadership with top market share in DAP resin and epichlorohydrin rubber.

• Operating profit margin reached 17.6%, among the highest in Japan's chemical industry.

• Healthcare segment revenue doubled in five years, driving overall growth.

Diversified business portfolio

• Portfolio includes basic chemicals, functional chemicals, healthcare, and trading/others.

• Healthcare is the main growth and profit driver, with 42% of operating income.

• Sales are geographically diversified, with 61% in Japan and 39% overseas.