Adeka (4401) Investor presentation summary

Organizational transformation and strategic focus

• Reorganized into four divisions, including a dedicated Semiconductor Materials Division, to enhance specialization and sales expansion.

• Integrated sales, research, and planning functions to better respond to market needs and drive growth.

• Aims to increase capital efficiency and earning power, targeting net sales of ¥500 billion.

Vision and financial targets

• Seeks to support ICT-driven societal changes by creating new value with advanced materials.

• Projects net sales to grow from ¥32.5 billion in FY2023 to over ¥110 billion by FY2030.

• Operating profit expected to rise from ¥9.0 billion to over ¥22 billion by FY2030.

• Plans active capital and R&D investment to sustain growth.

Product focus and market expansion

• Anticipates continued growth in high-k materials for advanced memory and logic ICs.

• Expanding sales of materials for EUV lithography and back-end process applications.

• Investing in Taiwan and South Korea, and restructuring domestic plants to support growth.