To shareholders and investors

Top Message

Aki Hashimoto

We would like to express our gratitude to shareholders and investors for continued support.

During the fiscal year ended March 2026 under review, the Japanese economy maintained a gradual recovery trend thanks to improved employment and income conditions. However, the economic outlook remains uncertain because of trends in prices and monetary policy, the instability of the international situation, including the situation in the Middle East, and other factors.

In regard to the performance for the fiscal year ended March 2026 under review, shipment volume increased compared to the previous period in the Semiconductors and Electronic Materials, while the transportation-related transaction volume increased in the Transportation Business. As a result, sales revenue increased to 36,799 million yen (up 1.4% year on year).

In terms of profits, in addition to the increase in sales revenue, profitability also improved. As a result, operating profit amounted to 4,644 million yen (up 7.1% year on year), ordinary profit amounted to 4,424 million yen (up 6.3% year on year), and profit attributable to owners of parent amounted to 3,058 million yen (up 5.7% year on year).

For the consolidated results forecast for the next fiscal year ending March 2027, while the cost of anhydrous hydrofluoric acid (AHF), a key raw material, is expected to increase, primarily due to the depreciation of the yen, sales in Semiconductors, which is a mainstay of the business, are expected to increase, particularly in overseas markets, along with the implementation of the pass-through of costs under the High-purity Chemical Business. Accordingly, the Group forecasts sales revenue of 39,100 million yen (up 6.3% year on year), operating profit of 4,800 million yen (up 3.3% year on year), ordinary profit of 4,900 million yen (up 10.7% year on year), and profit attributable to owners of parent of 3,400 million yen (up 11.2% year on year).

In 2026, the Company celebrated the 110th anniversary of its founding. We would like to express our sincere appreciation for the support of our shareholders and many other stakeholders, which have contributed to the success of our business for these many years. Positioning this milestone as a new starting point, we will work to further improve corporate value in order to continue to occupy our role as a company that society needs, both in this era and the next.

We appreciate your further understanding and support in the future.

May,2026

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