Mitsui Chemicals, Inc. · TSE:4183
Mitsui Chemicals — Investor Presentation (December 2024)
30 slides from Mitsui Chemicals's investor presentation, Dec 10, 2024
Slide 1: Business Strategy Presentation
Dec. 10, 2024 Business Strategy Presentation ⚫Mobility Solutions Business ⚫ICT Solutions Business
Slide 2: Business Strategy Presentation: Mobility Solutions
Business Strategy Presentation Mobility Solutions KOMORIYA Atsushi 小守谷 敦 Managing Executive Officer Business Sector President, Mobility Solutions Business Sector Dec. 10, 2024
Slide 3: Contents/Agenda
Contents/Agenda Dec. 10, 2024 Mobility Solutions Business Strategy for VISION 2030 Mobility Solutions Business Earnings and Targets Growth Strategy for the Materials Business Elastomers Composite materials Growth Strategy for the Solutions Business
Slide 4: Mobility Solutions Business Strategy for VISION 2030
Dec. 10, 2024 Mobility Solutions Business Strategy for VISION 2030
Slide 5: Mobility Solutions Business Strategy for VISION 2030
1 Mobility Solutions Business Strategy for VISION 2030 Dec. 10, 2024 Ideal Providing unique materials, features and services to solve vision social challenges and let us achieve sustainable business growth ＜VISION2030 Targets＞ Helping solve social challenges Sustainability through materials 80B yen
Slide 6: Strategy for achieving our FY28 targets
2 Mobility Solutions Business Strategy Dec. 10, 2024 Strategy for achieving our FY28 targets 27･28年度目標に向けた戦略 Materials business: Continue the transition to sales focused on growth markets and differentiation Speed up the rollout of diverse applications for elastomers Solutions business: Accelerate A
Slide 7: Mobility Solutions Business Earnings and Targets
Dec. 10, 2024 Mobility Solutions Business Earnings and Targets
Slide 8: Mobility Solutions Business Earnings and Targets
3 Mobility Solutions Business Earnings and Targets Dec. 10, 2024 Driving further growth with efforts focused on the shift to growth markets and differentiation Return from previous ( ) denotes a minus (JPY bn) investments Increase in fixed costs 93 & Organic growth (New investments) TAFMER Volume fo
Slide 9: Growth Strategy for the Materials Business
Dec. 10, 2024 Growth Strategy for the Materials Business
Slide 10: Elastomers – 1: History of the TAFMER business
4 Growth Strategy for the Materials Business (1) Elastomers – 1： History of the TAFMER business Dec. 10, 2024 Cultivating markets and pursuing differentiation by leveraging polymers with unique strengths via the combination of raw materials, catalysts and production technologies TAFMER MITSUI EPT LU
Slide 11: Elastomers – 2: The rollout of diverse applications
5 Growth Strategy for the Materials Business (1) Elastomers – 2：The rollout of diverse applications Dec. 10, 2024 Leveraging polymers with unique strengths to capture demand & application in growth markets Deploying polymers with unique strengths in growth markets with diversifying needs Elastomer s
Slide 12: Composite Materials – 1: Overview
6 Growth Strategy for the Materials Business (2) Composite Materials – 1: Overview Dec. 10, 2024 Agile exploration and rollout of new applications by leveraging diverse product lines and global sites PP compounds ADMER MILASTOMER ARLEN AURUM New composite Adhesive polyolefin Olefin-based Polyamide 6
Slide 13: Composite Materials – 2: PP Compound
7 Growth Strategy for the Materials Business (2) Composite Materials – 2: PP Compound Dec. 10, 2024 Achieve growth higher than market growth by making full use of global sites Japan / N. America / ASEAN: Full lineup strategy leveraging the solid customer base Bolstering sales and India / Brazil: Gro
Slide 14: Composite Materials – 3: ADMER
8 Growth Strategy for the Materials Business (2) Composite Materials – ３: ADMER Dec. 10, 2024 Achieving global growth by increasing adoption in food packaging, automotives and various other applications What is ADMER ? Rollout to monomaterial packaging applications Polyolefin ADMER ⚫ ADMER sees a fu
Slide 15: Growth Strategy for the Solutions Business
Dec. 10, 2024 Growth Strategy for the Solutions Business
Slide 16: Growth Strategy for the Solutions Business
9 Growth Strategy for the Solutions Business Dec. 10, 2024 Establishing new business models by deepening the solutions capabilities we’ve acquired and strengthened, as well as our ties with other companies Solutions business (New business) Materials Innovative materials business MDC Carbon fiber pro
Slide 17: (Summary) Mobility Solutions Business Strategy
Dec. 10, 2024 (Summary) Mobility Solutions Business Strategy
Slide 18: (Summary) Mobility Solutions Business Strategy
10 (Summary) Mobility Solutions Business Strategy Dec. 10, 2024 Ideal Providing unique materials, features and services to solve vision social challenges and let us achieve sustainable business growth Contribute to solve social 93 yen B challenges through materials Pursuing portfolio 72B Elastomers
Slide 19: Business Strategy Presentation: ICT Solutions
Business Strategy Presentation ICT Solutions HIRAHARA Akio 平原 彰男 Senior Managing Executive Officer Business Sector President, ICT Solutions Business Sector Dec. 10, 2024
Slide 20: Strategy for achieving our FY28 targets
1 ICT Solutions Business Strategy Dec 10, 2024 Strategy for achieving our FY28 targets 27･28年度目標に向けた戦略 戦略骨子の「成長市場」×「差別化」へのシフトは変更無し Focus resources on key businesses Semiconductor & assembly (ICROSTM Tape, pellicles, next-gen materials), coating & engineering タフマー事業のポートフォリオ転換を加速 materials, lithium-io
Slide 21: Semiconductor & Assembly Solutions
２ Semiconductor & Assembly Solutions Dec 10, 2024 Contributing to the advancement of the cutting-edge semiconductor field by rolling out a wide range of products throughout the Group Continuing & reinforcing our strategy to be the Introducing new products into related top player in cutting-edge (EUV
Slide 22: Mitsui Pellicle
3 Semiconductor & Assembly Solutions Mitsui Pellicle Dec 10, 2024 Growing the business in the EUV/DUV sector by responding to technological innovation and diverse customer needs ■DUV pellicles ■EUV pellicles Materials innovation Mitsui Chemicals EMS (from July 2023) Process Materials Materials (Inte
Slide 23: ICROS TAPE, MintRow
4 Semiconductor & Assembly Solutions ICROS TAPE, MintRow Dec 10, 2024 Expanding the scope of business by leveraging our product development capabilities and technical support for customers to Expanding the scope of business Expanding production capacity for ICROS Tape for ICROS TAPE • Production cap
Slide 24: Materials for next-gen semiconductor packages
5 Semiconductor & Assembly Solutions Materials for next-gen semiconductor packages Dec 10, 2024 Getting ahead of the competition in commercializing next-gen materials for substrate and packaging processes Development of new bonding materials Acquisition of process compatibility for 3D stacks evaluat
Slide 25: Imaging Solutions
6 Imaging Solutions Dec 10, 2024 Expanding the portfolio into growth fields through new product development, スマホ中心の展開から新製品開発で成長分野へポートフォリオを拡大 starting with rollout of smartphone-centered applications APEL Diffrar • Increased sales due to smartphone market recovery • Development of 8-inch optical poly
Slide 26: Converting Solutions: Coating & Engineering Materials
7 Converting Solutions: Coating & Engineering Materials Dec 10, 2024 Speeding up business expansion by rolling out differentiated products to core markets Differentiated products • Developing products that offer us a competitive advantage, by combining our derivatization techniques Coating and engin
Slide 27: Converting Solutions: Coating & Engineering Materials
8 Converting Solutions: Coating & Engineering Materials Dec 10, 2024 Speeding up global business rollout to meet growing environmental needs Environmental needs • Expanding sales regions Eco-friendly products • Shift to monomaterial barrier packaging • Establishing production • PUD (TAKELAC ) • Shif
Slide 28: Battery Material Solutions
9 Battery Material Solutions Dec 10, 2024 Using our technologies to help improve LiB performance LiB material design/ Accelerating development battery evaluation technology Customers’ development of next-gen materials Existing products status & needs Additives, adhesives, etc. Pouch film adhesives T
Slide 29: A global solutions company that leads change and contributes to a sustainable future
A global solutions company that leads change and contributes to a sustainable future
Slide 30: Chemistry for Sustainable World
Chemistry for Sustainable World Challenge Diversity One Team Statements made in this document with respect to Mitsui Chemicals' current plans, estimates, strategies, and beliefs and other statements that are not historical facts are forward-looking statements about the future performance of Mitsui C
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