Sumitomo Seika Chemicals (4008) Investor presentation summary

Review of previous medium-term business plan (FY2023–FY2025)

• Achieved record-high operating profit in FY2025, exceeding target by 20.8%.

• Net sales and ROE targets for FY2025 were not met, mainly due to extraordinary losses.

• Strategic investments made in new SAP facilities and a research building.

• Super Absorbent Polymers and Functional Materials sales volumes fell short of targets.

• Favorable exchange rates and raw material prices contributed to profit, but net income target was missed.

Long-term vision 2045 and scenario planning

• Vision set for 2045, aiming to build on technology and quality for sustainable growth.

• Scenario planning conducted to prepare for uncertainties in raw materials and product value assessment.

• Four future scenarios developed, focusing on energy sourcing and product traceability.

• Commitment to solving global and societal issues through chemistry.

• Emphasis on adapting strategies for resilience in changing business environments.

Material issues and five priority initiatives (FY2026–FY2030)

• Key issues: reducing GHG emissions, advancing resource circulation, and supporting advanced industries.

• Focus on creating next-generation businesses via R&D and innovation.

• Quality, compliance, safety, and human capital highlighted as foundational.

• Five priority initiatives: portfolio optimization, new business creation, sustainability management, robust management, and capital efficiency.

• Specific KPIs and initiatives to be announced in November 2026.