Toyo Seikan Group Holdings (5901) Investor presentation summary

Management philosophy and vision

• Aims to be a "daily living platform" supporting safe, secure, and fulfilling lives globally, leveraging 100 years of manufacturing expertise.

• Focuses on creating innovative value, sustainability, and contributing to people's happiness.

• Pursues growth in food and health, comfortable living, and environment, resources, and energy sectors.

Review of previous management plan and achievements

• Achieved FY2025 operating income target of 50 billion yen through price hikes and profitability initiatives.

• Net sales reached 963.2 billion yen in FY2025, surpassing planned targets.

• ROE improved to 8.1% in FY2025, with EBITDA at 106.3 billion yen.

• Enhanced overseas operations and commercialized new products like MiraNeo® film.

• Disposed of 51.4 billion yen in strategic shareholdings and executed share buybacks.

Medium-term management plan 2030: strategy and targets

• Targets ROE of 8%+ and EBITDA of 130 billion yen by FY2030, with aggressive investment of 350 billion yen over five years.

• Plans to increase share of certified environmentally friendly products to 50% of sales by FY2030.

• Focuses on business expansion in growth areas, continuous investment in efficiency, and enhancing business foundation.

• Prioritizes capital efficiency with a DOE of 4% and share repurchases totaling 20 billion yen through FY2027.