Rengo Co (3941) Investor presentation summary

Vision and strategy

• Aims to solidify the value creation foundation from April 2025 to March 2030, leading up to the 120th anniversary, with a focus on sustainable growth and societal value enhancement.

• Emphasizes creating new value as a packaging provider, coexisting with the global environment, people-centric management, and strengthening the management base.

• Implements a phased approach: strengthening the foundation, increasing created value, and creating new value, with a long-term outlook toward 2050.

Business model and management

• Operates under a Hexagon Management structure, covering six core business fields: paperboard, corrugated packaging, folding cartons, flexible packaging, heavy duty packaging, and overseas operations.

• Maintains an integrated value chain from raw materials to finished packaging, with a strong focus on recycling and circular economy initiatives.

• Supports business segments with transportation and machinery systems, enhancing group-wide synergies.

Key initiatives and materiality

• Prioritizes ESG issues, including climate change, human rights, and sustainable management, to enhance corporate value.

• Develops environmentally friendly products, strengthens recycling systems, and pursues technological innovation across all business segments.

• Expands into high value-added segments, especially in heavy duty and flexible packaging, and accelerates overseas growth, particularly in emerging markets.