Daido Steel Co., Ltd. · TSE:5471
Daido Steel — Investor Presentation (June 2026)
28 slides from Daido Steel's investor presentation, Jun 12, 2026
Slide 1: Growth Market Products Business Briefing
Growth Market Products Business Briefing Daido Steel Co., Ltd. (Securities Code: 5471) June 12, 2026
Slide 2: Transforming Business Portfolio to Drive Profit Growth
■ Transforming Business Portfolio to Drive Profit Growth “Daido Steel Group Management Philosophy” We pursue the potential of materials to support our future. Vision for 2030 We will pursue high-performance materials, create benefits for customers, and contribute to the realization of a sustainable
Slide 3: Transforming Business Portfolio to Drive Profit Growth
■ Transforming Business Portfolio to Drive Profit Growth Scale up businesses in line with market growth. Market growth rate Achieving sustainable growth High Vision for 2030 [Advanced business] • Neodymium magnets • LiB anode materials • Soft magnetic materials Engineering Parts for • • Superalloy s
Slide 4: Growth Markets – Industries driven by breakthroughs in materials innovation
■ Growth Markets – Industries driven by breakthroughs in materials innovation Semiconductors CASE Aerospace ✓ The global semiconductor market and the market for Japan-made ✓ The share of electric vehicles is projected to expand to 30% of ✓ The market for passenger aircraft is expected to expand to s
Slide 5: Expansion of Growth Market Products
■ Expansion of Growth Market Products Ratio of sales from growth market products (Consolidated) Activity policies by growth market toward FY2030 Ratio of overseas sales 35% (Target) Target segments 30% 29% (Target) 28% 29% Expand transactions with new overseas customers Semi- 25% Introduce new VARs
Slide 6: Contribution of Growth Market Product Sales to Profit
■Contribution of Growth Market Product Sales to Profit Scale up businesses in line with market growth. Market growth rate Growth Achieving sustainable growth High market products Growth market FY2030 products ② (2025 Positioning) Engineering ①Semiconductors • Strengthen our ability to develop new ty
Slide 7: Examples of Products for Growth Markets by Segment
■ Examples of Products for Growth Markets by Segment Semiconductors Aerospace Medical MFC For medical use: Artificial bone, artificial joints, dental implants For equipment: Energy devices, etc. NASclean® Jet engine shafts Semiconductor gas filter manufactured by Nippon Seisen Co., Ltd. Valves MFC M
Slide 8: Ultra-Clean Stainless Steel for Semiconductor Production Equipment
■ Ultra-Clean Stainless Steel for Semiconductor Production Equipment Semiconductors Features ✓ Ultra-clean stainless steel developed by Daido ✓ Superior corrosion resistance achieved through enhanced cleanliness and an optimized composition. ✓ Three grades available, differentiated by manufacturing
Slide 9: Introduction of Material Development and Evaluation Technologies to Meet Market Needs
■Introduction of Material Development and Evaluation Semiconductors Technologies to Meet Market Needs ✓ Due to the miniaturization and higher integration of semiconductor circuits, demand for materials with superior corrosion resistance is expected to increase. ✓ However, DSALOY22 (equivalent to Has
Slide 10: Semiconductor Demand Environment and Our Order Trends
■ Semiconductor Demand Environment and Our Order Trends Semiconductors ✓ Demand for semiconductors and semiconductor production equipment is expected to grow from 2026 to 2030. ✓ Our order volume is also projected to increase in line with market expansion. Our global share in high-performance stainl
Slide 11: Overview of Aerospace Products
■Overview of Aerospace Products Aerospace Key features ✓ Jet-engine shafts require a combination of lightweight properties, high strength, superior toughness, and heat resistance. Approved by leading global aircraft engine manufacturers, our shafts hold an approximate 25% global market share for eng
Slide 12: Growth Strategy for Aerospace Products
■Growth Strategy for Aerospace Products Aerospace ➢ Establishing a robust growth platform centered on superalloy and shaft products, driven by growing demand in commercial aircraft engines and space applications. ➢ Leveraging long-term contracts, global certifications, and highly specialized, irrepl
Slide 13: Titanium Materials for Medical Use
■Titanium Materials for Medical Use Medical ✓ 特長 The global medical device market is expanding at an annual rate of approximately 6%, a pace it is expected to sustain due to aging populations. ✓ Due to their excellent biocompatibility, high strength-to-weight ratio, and non-magnetic properties, tita
Slide 14: Titanium Materials for Medical Use / Magnets for surgical robots
■Titanium Materials for Medical Use Medical Business expansion ✓ Aiming for a 20% global market share in the future (currently approx. 10% according to our estimates) ✓ Strengthening production capacity through capital investment in secondary melting equipment (VAR furnaces) for titanium (One unit i
Slide 15: Expansion of the Engineering Business (Electric Arc Furnaces, Heat-Treatment Furnaces)
■Expansion of the Engineering Business Clean (Electric Arc Furnaces, Heat-Treatment Furnaces) Energy ✓ Aiming for medium- to long-term business expansion driven by the growing need to achieve a decarbonized society. Expanding orders for advanced low-CO₂ equipment, including electric arc furnaces (EA
Slide 16: Nuclear and Fusion Reactor Components: Advancing Low-CO₂ Power Generation
■ Nuclear and Fusion Reactor Components: Clean Energy Advancing Low-CO₂ Power Generation ✓ To address the risks associated with dependence on fossil-fuel energy supply and the growing electricity demand driven by AI and data-center expansion, we contribute to the widespread adoption of low-CO₂ power
Slide 17: Development of Hydrogen-Resistant Materials
■Development of Hydrogen-Resistant Materials Clean (Hydrogen-Environment Evaluation, Materials Development) Energy ✓ The global shift toward a carbon-neutral society is increasing the demand for hydrogen-resistant materials used in hydrogen stations, hydrogen mobility, hydrogen production plants, an
Slide 18: Overview of the Magnet Business
■ Overview of the Magnet Business CASE ✓ We have developed and mass-produced heavy-rare-earth-free, hot-deformed magnets that do not rely on heavy rare earth elements (such as Dy and Tb), which are concentrated in specific countries. ✓ The stable supply of these products has made them critical for v
Slide 19: Expanding the Magnet Business
■ Expanding the Magnet Business CASE Investment strategy ✓ Construct a new plant in Japan to expand production capacity for heavy-rare-earth-free, hot-deformed magnets. ✓ Plan a capital investment of 5 billion yen by FY2030. ✓ Launch the STEP 1 production line (1.5 billion yen investment) in April 2
Slide 20: High-Performance Magnetic Metal Powder for Reactors
■ High-Performance Magnetic Metal Powder for Reactors CASE ✓ Our high-quality soft magnetic powders help downsize electric vehicle reactors and reduce their production costs. <Powertrain mechanism of hybrid vehicles and <Newly developed metal magnetic powder> reactors > Our soft magnetic powder, hig
Slide 21: Growth Market Products (Others): Ship Diesel Engine Valves
■Growth Market Products (Others): Ship Diesel Engine Valves Others ✓ The rise in combustion temperatures resulting from stricter exhaust-gas regulations has brought the challenge of high-temperature corrosion to the forefront. Our DSA760 alloy, which offers high hardness and excellent corrosion resi
Slide 22: Growth Market Products (Others): Industrial Robots
■Growth Market Products (Others): Industrial Robots Others ✓ The increasing adoption of collaborative and humanoid robots has significantly driven the demand for robot-grade servo motors and sensors. Annual demand for servo motors 25,000 Forecast of servo motor units for the robotics market Source:
Slide 23: Strategic Investments in Growth Fields
■ Strategic Investments in Growth Fields ✓ We have largely finalized our internal decisions on major strategic investments under the FY2026 Medium-Term Plan, covering superalloy, titanium, and magnet products. Capital Investment Overview Equipment Images, etc. Aerospace ■ Large radial forging machin
Slide 24: Impact of Strategic Investments on Profit Growth (Progress)
■ Impact of Strategic Investments on Profit Growth (Progress) The strategic investment effects shown here reflect projects approved through FY2026. 250 Investment Investments planned for FY2027 and beyond will be decided under the next Medium-Term Plan. 240 (Unit:100 million yen) effects (Operating
Slide 25: Acquisition of Shares of Nippon Koshuha Steel Co., Ltd.
■Acquisition of Shares of Nippon Koshuha Steel Co., Ltd. ✓ In February 2026, we acquired shares of Nippon Koshuha Steel, making it a wholly owned subsidiary. Shibukawa Plant: Chita Plant Open-die forging products plant Integrated specialty steel manufacturing plant Shibukawa Plant (Share acquisition
Slide 26: Production Allocation Strategy
■ Production Allocation Strategy ✓ Strengthen superalloy production capacity at the Shibukawa Plant and expand the high-performance material lineup at the Hoshizaki and Chita Second Plants, while also leveraging Nippon Koshuha Steel's production facilities. ✓ The Chita Plant will enhance the cost co
Slide 27: Vision and Management Targets
■ Vision and Management Targets We will pursue high-performance materials, create benefits for customers, and FY2030 “Vision for 2030” contribute to the realization of a sustainable society. We will view the coming changes in socioeconomic and industrial conditions as opportunities for business grow
Slide 28: Note on forward-looking figures
(Note) Figures such as the business forecasts described in this document are based on specific assumptions which are predictable under the present state. However, changes in circumstances could lead to different business outcomes, so a total reliance on this data as decision criterion is not recomme