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Engagement with the Capital Markets
Basic Policy for Engagement with Investors
Under our corporate philosophy, "Creating excitement and peace of mind to the people of the world," we place a strong emphasis on constructive engagement with our shareholders and investors as a means of achieving sustainable growth and enhancing medium- to long-term corporate value.
Disclosure serves as the foundation for such engagement. Through timely, appropriate, and accessible information disclosure, we strive to deepen mutual understanding with our investors.
Engagement Framework
At our company, engagement with shareholders and investors is primarily led by the Executive Officer in charge of IR, together with the IR department.
Depending on the subject matter, members of senior management — including the CEO, COO, and CFO — as well as relevant business and functional leaders, participate in engagement activities to ensure effective and meaningful communication.
We also recognize that constructive engagement with shareholders is an important driver of corporate value enhancement, and we proactively create opportunities for dialogue in which both internal and external directors participate.
Overview of Engagement Activities (FY2025)
- 220 meetings with institutional investors (domestic and overseas)
- Participation in 1 small meeting
- 4 financial results briefings
- 1 business briefing
Through these opportunities, we engage in dialogue with a broad range of investors.
Key Themes of Engagement (FY2025)
- Growth strategy and progress of the medium-term management plan
- Optimization of the business portfolio
- Capital efficiency (ROE/ROIC) and improvement of PBR
- Capital allocation
- Sustainability and ESG initiatives
Key Actions Based on Engagement (FY2025)
Based on the opinions and issues identified through our engagement with shareholders and investors, we have taken concrete steps to enhance our management and corporate governance.
In FY2025, we implemented measures and strengthened our initiatives in response to the key issues identified through engagement, as outlined below.
| Investor Focus / Feedback | Our Actions and Enhancements |
|---|---|
| Execution capability of growth strategy and decision-making structure | Established the position of COO effective April 1, 2026, to strengthen the execution framework for growth strategy |
| Corporate governance | Increased the proportion of independent outside directors to a majority following the 18th Annual General Meeting of Shareholders held in June 2026, thereby enhancing oversight functions |
| Executive compensation | Strengthened the incentive structure by reviewing the balance between fixed compensation and performance-linked compensation |
| Capital policy and shareholder return | Clarified capital policy through the acquisition and cancellation of treasury shares |
| Alignment on key perspectives for the new medium-term management plan | Reflected investor perspectives in the formulation of the new medium-term management plan, "VISION2030" |
| Capital allocation | Defined a capital allocation policy with a focus on growth investment |
| Business portfolio | Clarified business selection and investment decisions with an emphasis on ROIC |
Internal Feedback Sharing
Details of our engagement with investors are regularly reported to the Board of Directors and shared with Executive Officers, and are reflected in our management strategies and initiatives.
IR Information (Policies & Resources)
