Teijin (3401) Investor presentation summary

Vision and business model

• Focus on a customer-centric business model to solve customer problems and drive stable profit, with a shift toward growth in high-value sectors like fibers, healthcare, and advanced materials.

• Transformation of the business portfolio includes divestment of underperforming businesses and integration with strategic partners.

Battery materials & membrane business positioning

• Prioritizes high-growth markets: batteries, semiconductors, and hydrogen, with a fivefold top-line expansion in five years.

• From April 2026, will integrate with resin & plastic processing to enhance solutions for automotive electronics, optical components, and office equipment.

Market outlook and growth drivers

• Targets markets expected to grow significantly over the next decade, driven by decarbonization, electrification, and digitalization.

• Battery, semiconductor, and hydrogen markets forecast to multiply in size by 2035, with hydrogen production expected to grow 73-fold.