Resonac Holdings Corporation · TSE:4004
Resonac — Investor Presentation (February 2025)
28 slides from Resonac's investor presentation, Feb 13, 2025
Slide 1: Co-creative Chemical Company
“Co-creative Chemical Company” - Reforms toward global top-level functional chemical company - Hidehito Takahashi President & CEO Resonac Holdings Corporation February 13, 2025 1
Slide 2: What we want to convey
What we want to convey By actively investing in AI semiconductors and encouraging co-creative innovation, we will evolve Resonac's growth base and lead the market １ 2 3 Say Say Say Aggressive investment in Accelerate creation of Corporate culture reform growing semiconductor & materials business co-
Slide 3: Agenda
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations Corporate culture reform & 4 Human resource development Capital-efficient management and 5 business portfolio optimization ©Resonac Corporation All Rights Re
Slide 4: Agenda: Resonac's ideals
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations Corporate culture reform & 4 Human resource development Capital-efficient management and 5 business portfolio optimization ©Resonac Corporation All Rights Re
Slide 5: Corporate philosophy
Corporate philosophy Purpose The meaning of Resonac’s existence Change society through the power of chemistry Contribute to the sustainable development of global society by creating functions required of the times as an advanced material partner Values Our important values ▶ Passionate & Results-Dri
Slide 6: Our vision: Resonac's ideals
Our vision: Resonac’s ideals Resonac’s ideals Global top-level Co-creative functional chemical company chemical company As a chemical company, we shall have first-class We shall solve social problems by exerting our strong competency, decide and act quickly and flexibly, and points we fostered as a
Slide 7: Resonac's long-term vision: Our ideals for 2030
Our vision to achieve long term growth Resonac’s long-term vision: Our ideals for 2030 2030 Our Vison Action 2 ▶Company that can compete on the world stage ▶ Concentrate ▶Company that contributes to a Action 1 management resources sustainable global society on semiconductor ▶Company that develops co
Slide 8: Aggressive investment in growing semiconductor materials business
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations Corporate culture reform & 4 Human resource development Capital-efficient management and 5 business portfolio optimization ©Resonac Corporation All Rights Re
Slide 9: Market outlook for overall semiconductors and AI processors
Market outlook for overall semiconductors and AI processors AI-related demand is driving a CAGR of 31% in the semiconductor market In response to the rapidly expanding AI-related demand, Resonac is paving the way for the future with its strong product capabilities 1000 Unit: Billion USD 841 800 755
Slide 10: Resonac's products for semiconductor back-end processes
Resonac's products for semiconductor back-end processes Semiconductors are evolving to achieve functionality at the package level by leveraging back-end technologies Resonac accelerates growth by strengthening its industry-leading materials and production capabilities Conventional semiconductor Proc
Slide 11: Strategic products for AI semiconductors driving Resonac's growth
Strategic products for AI semiconductors driving Resonac's growth Original technologies and deep insights into the semiconductor industry Resonac maintains a strong competitive advantage through unwavering product strength Thermal Interface Nonconductive Film (NCF) Material (TIM) Making ・Contributin
Slide 12: Evolution of AI semiconductors and Resonac's initiatives
Evolution of AI semiconductors and Resonac's initiatives Changes in the manufacturing process of AI semiconductors Resonac supports panel processes that require substrate technology Trends in the industry Requests from GAFAM The value provided by Resonac of semiconductors 2023 2026 2027 ❶ Product li
Slide 13: Accelerate creation of co-creative innovations
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations Corporate culture reform & 4 Human resource development Capital-efficient management and 5 business portfolio optimization ©Resonac Corporation All Rights Re
Slide 14: Strengthening R&D foundation through integration and co-creation
Resonac is strengthening its R&D foundation through integration and co-creation Resonac is strengthening its R&D power through integration of R&D We will create a foundation for collaboration that meets needs through co-creation Before this initiative Our ideals Composite Heat Metal materials manage
Slide 15: Power Module Integration Center accelerates co-creation
Power Module Integration Center accelerates co-creation It accelerates customers’ adoption of materials for power modules It proposes the optimal combination of materials and components to achieve desired performance Trial manufacture/ Performance 2 1 evaluation/ implementation verification Sintered
Slide 16: Contributing to sustainability
Contributing to sustainability Challenge to realize carbon neutrality and recycling oriented society We will create sustainable value through recycling technologies and collaboration among industry, government, and academia Promoting development in collaboration with Resonac’s sites universities, re
Slide 17: Corporate culture reform & Human resource development
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations 4 Corporate culture reform & Human resource development Capital-efficient management and 5 business portfolio optimization ©Resonac Corporation All Rights Re
Slide 18: To achieve long-term growth: Execute as a team
To achieve long-term growth 2022 ～2025 ～2030 With the CEO himself taking the lead, we Execute as a team will tackle long-term A company where Portfolio problems value sharing personnel execute reform reforms and work autonomously with a Establish Stable revenue moderate feeling of CXO base tension s
Slide 19: Initiatives to develop co-creative human resources
Initiatives to develop co-creative human resources Development of global human resource strategy We will unify the foundations of succession planning, human resource (HR) development initiatives, and personnel mobility policies to accelerate growth 2023 2024 2025 Our ideals Full-scale implementation
Slide 20: The journey toward the permeation of Purpose and Values
The journey toward the permeation of Purpose and Values ~Autonomy, then action~ Toward permeation and practice of Purpose and Values The future of co-creation through dialogue, empathy, and autonomy 2022 2023 2024 2025 ■Sending messages: ■Dialogue: ■Deepening dialogue: ■Deepening dialogue: Corporate
Slide 21: Results of Employee Engagement Survey and issues to be addressed
Results of Employee Engagement Survey and issues to be addressed Engagement score Results of Causal Exploration *in Japan (2024) HR materiality HR materiality “I don’t think so” Become an employer of Develop “I don’t think so at all” Number of respondents choice self-driven professionals Negative Po
Slide 22: Capital-efficient management and business portfolio optimization
Agenda 1 Resonac’s ideals Aggressive investment in growing 2 semiconductor materials business 3 Accelerate creation of co-creative innovations Corporate culture reform & 4 Human resource development 5 Capital-efficient management and business portfolio optimization ©Resonac Corporation All Rights Re
Slide 23: Business portfolio reform
Business portfolio reform We are improving capital efficiency through strategic choices and focus We will continue strengthening the basis of growth ・ Shoko Co., Ltd. (Trading company: Sells chemicals, etc.) ・ Aluminum can business Fitness ・ Food wrapping film business for 2021 ・ Aluminum rolled pro
Slide 24: Business portfolio reform aimed at maximizing corporate value
Business portfolio reform aimed at maximizing corporate value Our vision of business portfolio Steps to implement 2024 Ideals Strategic initiatives Aims Semiconductor/ electronic materials Achieve sustainable businesses Growth 32% Semiconductor/ growth of AI electronic Cash semiconductor Multiple im
Slide 25: Capital policy and theoretical stock value
Capital policy and theoretical stock value ■ Prioritize investment in growth areas Capital policy 4,500 ①Allocate 1/2 to 1/3 of operating cash flow to capital investment 3,000 ②Concentrate investment in semiconductor materials ■ Emphasize TSR (Total Shareholder Return) 1,500 –Resonac –TOPIX For the
Slide 26: What we want to convey: Say & Do
What we want to convey Say & Do Net sales EBITDA PBR Aggressive investment in growing Ideals Over \ 1 20% Over 1 semiconductor materials business trillion times Accelerate creation of co-creative innovations Corporate culture reform & Human resource development 2024 \1.4 13.7% 1.1 trillion times Imp
Slide 27: Resonac: Chemistry for Change
IRESONAC Chemistry for Change
Slide 28: Note
Note Performance forecast and other statements pertaining to the future as contained in this presentation are based on the information available as of today and assumptions as of today regarding risk factors that could affect our future performance. Actual results may differ materially from the fore
Resonac Holdings — Investor Presentation (February 2025) on 6ix