Hang Lung Group Limited · HKEX:10

Hang Lung — FY26 Q1 Earnings Presentation

19 slides from Hang Lung's earnings presentation, Jul 31, 2026

  1. Slide 1: HOYA Corporation FY26 Q1 Earnings Presentation

    HOYA Corporation FY26 Q1 Earnings Presentation July 31, 2026 © 2026 HOYA CORPORATION All Rights Reserved

  2. Slide 2: FY26 Q1 Results

    FY26 Q1 Results © 2026 HOYA CORPORATION All Rights Reserved

  3. Slide 3: FY26 Q1 Overview

    FY26 Q1 Overview • [Revenue] Both the Life Care and Information Technology businesses delivered solid growth, resulting in double-digit revenue growth at the consolidated level. • [Profit From Ordinary Operating Activities; hereinafter “Operating Profit”] Profitability expanded in both businesses, d

  4. Slide 4: Life Care Business

    Life Care Business • [Revenue] Revenue grew at a double-digit rate, supported by resilient performance across the portfolio and favorable FX translation effects. • [Operating Profit] Profitability improved significantly YoY, supported by ongoing cost rationalization and operational improvements. Rev

  5. Slide 5: Eyeglass Lenses

    Eyeglass Lenses • Asia, particularly Japan and China, drove growth. By channel, sales to large retail chains remained robust. Sales Growth • Sales of MiYOSMART iQ (2nd gen) expanded further in China, while rollout +16% into other markets continued. (CC +4%) • We remain focused on expanding high-valu

  6. Slide 6: Contact Lenses (eyecity)

    Contact Lenses (eyecity) • Revenue remained solid, supported by higher customer traffic and improved customer retention through subscription programs and other initiatives. Sales Growth +3% • The continued expansion of premium product sales increased average (CC +3%) spending per customer. • We will

  7. Slide 7: Endoscopes

    Endoscopes • Revenue in Europe remained broadly stable, while weakness in the Chinese market persisted. • Structural reforms are progressing as planned, including the company split Sales Growth of the Japanese Endoscope business effective August 1 and manufacturing +8% footprint optimization. (CC -4

  8. Slide 8: IOLs

    IOLs • While revenue declined in China, growth remained solid in Japan, Europe, and other regions. Sales Growth +17% • The growing adoption of trifocal IOLs increased the share of ATIOLs in the (CC +9%) sales mix, contributing to revenue growth. • We continue to focus on expanding ATIOL sales global

  9. Slide 9: Artificial Bone and Other

    Artificial Bone and Other • Sales of endoscope disinfection washers and metal implants remained solid, resulting in double-digit growth. Sales Growth • Revenue from chromatography media declined due to ongoing customer +15% inventory adjustments. (CC +6%) • We aim to achieve stable and sustainable g

  10. Slide 10: Information Technology Business

    Information Technology Business • [Revenue] Strong growth in Optical Solutions, in addition to LSI and HDD substrates, contributed to overall revenue expansion. • [Operating Profit] Profit margins expanded, supported by higher revenue and a richer mix of high-value- added products. Revenue (¥bn) Ope

  11. Slide 11: LSI

    LSI • Demand for EUV blanks remained solid, supported by AI-related semiconductor investment. Sales Growth • Revenue growth was driven by increased sales of high-value-added EUV +21% blanks, including phase-shift mask (PSM) products. (CC +18%) • We continue to invest in next-generation blanks, inclu

  12. Slide 12: FPD

    FPD • Revenue increased as utilization at the Chongqing facility improved and sales to Chinese customers expanded. Sales Growth • Demand for development projects remained stable, particularly for +9% smartphones, foldable devices, and IT OLED applications. (CC +2%) • We continue to expect growth opp

  13. Slide 13: HDD Substrates

    HDD Substrates • Strong nearline HDD demand, supported by active data center investment, drove significant growth in 3.5-inch substrates. Sales Growth • Adoption of HAMR technology and higher platter counts continued to +29% support increased use of glass substrates. (CC +15%) • We are increasing ut

  14. Slide 14: Optical Solutions (Formerly Imaging)

    Optical Solutions (Formerly Imaging) • To better reflect the business portfolio, which now extends beyond camera-related applications, the business has been renamed Optical Solutions beginning this quarter. Sales Growth +22% • Strong sales of CUPO polarization glass for optical transceivers were the

  15. Slide 15: Shareholder Returns

    Shareholder Returns • In April, we announced a policy to reduce net cash on the balance sheet by approximately ¥110 billion in order to further enhance capital efficiency. • Based on this policy and taking into account cash flow generation and investment requirements, we resolved to conduct a share

  16. Slide 16: Guidance

    Guidance The Life Care Business and the Information Technology Business are both expected to benefit from continued robust demand for their key products. In particular, eyeglass lenses, EUV blanks, HDD substrates, and optical solutions are expected to drive growth, supporting double-digit increases

  17. Slide 17: Forward-looking Statement

    Forward-looking Statement HOYA may make comments and disclose information which include forward-looking statements with respect to HOYA’s plans and future performance. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements and are bas

  18. Slide 18: Notes

    Notes ✓ Accounting standard: IFRS ✓ The fiscal year ending March 2027 is referred to as “FY26” throughout this document. ✓ Figures less than 100 million yen are rounded. Accordingly, some discrepancies may occur among totals. Ratios are calculated using actual numbers. ✓ Operating profit is calculat

  19. Slide 19: Innovating for a Better Tomorrow

    Innovating for a Better Tomorrow

Hang Lung Group — FY26 Q1 Earnings Presentation on 6ix