Marubun Corporation · TSE:7537

Marubun — Q2 2024 Earnings Presentation

38 slides from Marubun's earnings presentation, Nov 1, 2024

1. Slide 1: Marubun Corporation Q2 FY2024 IR presentation

   ফা਋ਸ਼஛઄਋‫ق‬র৑਋‫ك‬ ৠ઴ହ৥ভ ফা঩ ূ઒উছॖ঒ © 2024 MARUBUN CORPORATION 峩峔岿峽岝岽峽峕峋峙岞 ீધઙૄভ঺ ৻਀਄ഁ૽঺শ峘න৙ᆑ峑峃岞 ຦஘্峕峙岝঩ႃ峲峴প૗岴਼ਵ峕峔峴岝ௐ岹౪຀ண峁঱岼峨峃岞 峇島峑峙岝ਊ঺ফা਋ র৑਋ৠ઴峘໪ਏ岝০਋峘঵ౚ੒୳岝岴峲峝র਋৽੾ੑ઺ 岣ீધ1H[WDJH 岤峘਄峴 ੌ峩૾ய峕峎岮峐岾ହ৥岮峉峁峨峃岞

2. Slide 2: Contents

   ॔४ख़থॲ ফা਋র৑਋ ਋ ৴੥ৠ઴भ໪ਏ ফা਋ ਋ ঵ౚ੒୳भ໪ਏ ઙ਌൬੪ র਋৽੾ੑ઺भ਄ॉੌा૾ய ૞અৱમ © 2024 MARUBUN CORPORATION 1 ম঩岾ହ৥岮峉峁峨峃崊崠崏嵛崨峙岾༮峘ৢ峴峑峃岞

3. Slide 3: Overview of interim results

   ফ‫گ‬া਋র৑਋৴੥ৠ઴भ໪ਏ © 2024 MARUBUN CORPORATION

4. Slide 4: Business overview

   ফা਋র৑਋ৠ઴१ঐজ ফা਋ ফা਋ ㌣ ਲ਼঱ৈम‫ؚ‬ড়েਃஓ਱ऐ઄ র৑਋ র৑਋ ৐ফ ੒୳ૻ ଑৬॑मगीधखञ৸ಹ৓ ੒୳ ৊਋ૻ ৰౚ ਲ਼঱ૻ ৰౚ ਲ਼঱ૻ ‫ق‬௲ਐ৞‫ك‬ ‫كق‬ ऩ೽ਏभ଩ৣपेॉ੖ઽ ‫ٺ‬ ‫ٺ‬ ㌣ ਲ਼঱੕ਹஇम‫ؚ‬৐ফ৊਋ૻ ਲ਼঱ৈ ‫ش‬ ‫ش‬ ‫ٺ‬ ‫ٺ‬ दम੖૘‫؛‬੒୳ૻदम৞਍ ‫ٺ‬ ٔ ਤষपेॊ৞ఌ઴ঋ‫ش‬५द ਲ਼঱੕ਹஇ ‫ٺ‬ भ౒ख঱ऑ஍ટपेॉੜஇ ‫ٺ‬ ㌣ র৑਋ଜप਱ऐञ৞ৈਤষ ୿ଵા ‫ٺ‬ पൣअನ౹୷இ‫ق‬੏৞‫ك‬भ ੑ঱पेॉ‫৽ؚ‬ଞਹஇ‫؞‬র ‫ٺ‬ ੾঵ਹஇ ‫ٺ‬ ৑ෞਹஇधुपੜஇ

5. Slide 5: Semiconductor segment

   ফা਋র৑਋হ঵શ঵ౚ१ঐজ ╴ ॹংॖ५হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ র৑਋ ফা਋র৑਋ ৐ফ৊਋ૻ ㌣ ড়েਃஓ‫؞‬3&ఢఈਃஓ‫؞‬ঽ৿ ‫ٺ‬ ੤਱ऐ઄଑৬ऋ੖૘ ਲ਼঱ৈ ‫ٺ‬ ╴ ३५ॸ঒হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋র৑਋ ফা਋র৑਋ ৐ফ৊਋ૻ ㌣ ୢ৷ਃஓऋ੖૘ ‫ٺ‬ ਲ਼঱ৈ ‫ٺ‬ ╴ ९জগ‫ش‬३ঙথহ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋র৑਋ ফা਋র৑਋ ৐ফ৊਋ૻ ㌣ ,&7९জগ‫ش‬३ঙথऋੜਸ ਲ਼঱ৈ © 2024 MARUBUN CORPORATION 4 ૚হ঵峘ਲ਼঱崝嵆嵒峙岾༮峘ৢ峴峑峃岞 崯崸崌崡হ঵峙৐਋ૻ੏৞੖૘峘੏৞岝崟崡崮嵈হ঵峙੏৞

6. Slide 6: Semiconductor segment: sales

   ফা਋র৑਋ِॹংॖ५হ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ਗ਼৕৖ષ‫كٺق‬ t ৐਋ధा ढ़५ॱ঒,&‫كٺق‬ t 3&ఢఈਃஓ਱ऐभ੖૘ ્৒৷ಥ,&‫كٺق‬ t ড়েਃஓ਱ऐभ੖૘ ঐॖॡটউট७ॵ१‫كٺق‬ t ঽ৿੤਱ऐभ੖૘ ওঔজ‫ش‬,&‫كٺق‬ t ঽ৿੤਱ऐभ੖૘ ॔ॼটॢ,&‫كٺق‬ ফ‫گ‬া਋ ফা਋ t 3&ఢఈਃஓ਱ऐभ੖૘ র৑਋ র৑਋ © 2024 MARUBUN CORPORATION 5 崯崸崌崡হ঵峘ਲ਼঱峼岝ષ৯શ嵣৷ಥશ峕ੜ੖்峘প岷岮峬峘峕峎岮峐岾ହ৥岮峉峁峨峃岞 ષ৯શ峑峙岝઄଑৬峘૚ષ৯峘ਲ਼঱岶੖૘峁峨峁峉岞৸ಹ৓峕

7. Slide 7: Electronic devices segment

   ফা਋র৑਋ِॹংॖ५হ঵ّ৷ಥશଡਛૻ ਌ऩੜ੖ਏ౤ ৢਦਃஓ‫ق‬এॖথॺ‫ك‬ t ৐਋ధा ॥থআগ‫٭ॱش‬2$‫ٺق‬এॖথॺ‫ك‬ t ॹ‫ॱش‬७থॱ‫ش‬਱ऐभ੖૘ ਓ঵ਃஓजभ౎‫ق‬এॖথॺ‫ك‬ t ৘ৃभഐइ੢ापेॉਲ਼঱म੖૘खथःॊऋ ଡਛૻम঱ಊ ঽ৿੤‫ٺق‬এॖথॺ‫ك‬ t ৐਋ధा ড়েਃஓ‫ٔق‬এॖথॺ‫ك‬ t ೽ਏ੖पेॉਲ਼঱म੖૘खथःॊऋଡਛૻम঱ಊ ফা਋ ফা਋ র৑਋ র৑਋ © 2024 MARUBUN CORPORATION 6 ઃ峕৷ಥશ峘ਲ਼঱ଡਛૻ峕峎岮峐峑峃岶岝঳୞ৣ峘ড়েਃஓ峒র஺峘ਓ঵ਃஓ峙嵅崌嵛崰崊崫崿岝崛嵛崼嵍崧‫٭‬

8. Slide 8: Others segment

   ফা਋র৑਋ِ३५ॸ঒হ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ୢ৷ਃஓ‫كٺق‬ t ଣೝ଍੘௜ಎ઼भ੖૘ ঞ‫ش‬२ਃஓ‫كٺق‬ t ୾౺৖ષभ੖૘ ਓ঵ਃஓ‫كٺق‬ t ਗ਼৕৖ષੌয়ਫ਼ਪੰෲಎ઼भ੖૘ ఫ૬ഌຬਃஓ‫كق‬ t ୋయৢਦঢ়৴ಎ઼भੜਸ ফা਋ ফা਋ র৑਋ র৑਋ © 2024 MARUBUN CORPORATION 7 崟崡崮嵈হ঵峕峎岮峐峙岝ଆୋ嵣ഌຬঢ়৴৘ৃ峘ఁপ峼ూବ峕঳୞ৣ峘ఫ૬ഌຬਃஓ峘ਲ਼঱岶ಇশ峁峨峁峉岞 ঳্岝ਓ঵ਃஓ峙ਝ૟਺ৱ೪਑峘୶஭峼ਭ岻峐੖૘峁岝ୢ৷ਃஓ峬৐ফ৊਋峕岴岮峐প஑੧੯峘ఞଖ岶岬峍峉岽峒峘ખ৿੖ 峮岝঳৖੧੯岶ৣ਋峕਋崢

9. Slide 9: Segment sales

   ফা਋র৑਋ِ९জগ‫ش‬३ঙথহ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ $,‫؞‬ট঎ॸॕॡ५‫كق‬ t ৐਋ధा ,&7९জগ‫ش‬३ঙথ‫كق‬ t ৎമ৊਋३५ॸ঒भੜਸ ফা਋ ফা਋ র৑਋ র৑਋ © 2024 MARUBUN CORPORATION 8 崥嵒嵍嵤崟嵏嵛হ঵峕峎岮峐峙岝,&7崥嵒嵍嵤崟嵏嵛峑ৎമ৊਋崟崡崮嵈岶ੜਸ峁峨峁峉岞 $,嵣嵕嵄崮崋崗崡峙৐਋ధ峩峒峔峴峨峁峉岞

10. Slide 10: Sales model

    ফা਋র৑਋೵೙ৌස਀भ໪ਏ ‫ق‬௲ਐ৞‫ك‬ ফা਋ଜ ফাଜ ৐਋ଜૻ ㌣ ੕ৱਓम‫ؚ‬৐਋ଜऊै੏৞ ৱਓ়ੑ ‫ٺ‬ ੖૘ ૴৿ৱਓ ‫ٺ‬ ਠস఺ल౲স ‫ٺ‬ ㌣ ৱਓभ৖म‫ؚ‬ਲ਼঱੖૘पൣ ਭ਄ু஄఺लਲ਼ෳস ‫ٺ‬ ःਭ਄ু஄఺लਲ਼ෳসऋ ૹષ఺लଲષ ‫ٺ‬ ੏৞੖૘‫ॹؚ‬ংॖ५হ঵भ ৻৶য਄ਬऋੜਸखञऒध ౞ઽোস पेॉ౞ઽোসऋ੏৞ ಕ৒ৱਓ ੜਸ ଀ઝ়ੑ ‫ٺ‬ ૴৿଀ઝ ‫ٺ‬ ㌣ ଀ઝभ৖म‫ؚ‬ઈૡৱস೽ਏ ੍௸ু஄఺लେෳস ‫ٺ‬ भ੖૘पൣःಢ਋೙োসऋ ಢ਋೙োস ‫ٺ‬ ੏৞੖૘‫ؚ‬౞௸সम੏ ౞௸স ৞ੜਸ ಕ৒଀ઝ ‫ٺ‬ ෞৱਓ়

11. Slide 11: Notes on results

    ٛ૞અٜನ౹୷௤இ৅েभওढ़ॽ६঒ ㌣ ⋛ਊ঺भನ౹૗৿জ५ॡषभৌૢ্ଉ ถ಍मਊ঺क़ख़ঈ१ॖॺेॉओનੳदऌऽघ ‫؞‬லোभপ઄ऋ৪ॻঝ૦भञी‫ؚ‬৪ॻঝ૦ਲ਼঱म৞॑ஂऔऩःَॼॳগছঝঊॵ४ُ‫ؚ‬৞૦ਲ਼঱मَನ౹੒৺ঊॵ४ُ॑ৰ઱ ⋇৪ॻঝ૦ਲ਼঱ லো‫ع‬ਲ਼঱‫؞‬৚ઽभَ঳৴भ਄ਬُभ૖੯उेलৌૢघॊৱਓ‫଀؞‬ઝ॑৪ॻঝ૦धख‫ؚ‬৪ॻঝ૦ਹஇ॑ન৳ ⋈৞૦ਲ਼঱ லোઝਜपৌघॊನ౹੒৺॑਄ਬ৥಍൐पষः‫ؚ‬਄ਬ൐भ৞૦भਹஇ॑ન৳ ㌣ ⋜ॼॳগছঝঊॵ४‫ق‬৪ॻঝலো‫ش‬৪ॻঝਲ਼঱਄ਬ‫ك‬पउऐॊನ౹૗৿भ୶஭ ਋৑ਹஇषभ୶஭ॖও‫ش‬४‫ق‬৞ৈਤষৎ‫ك‬

12. Slide 12: Interim results and forecast

    ফ‫گ‬া਋঵ౚ੒୳भ໪ਏ © 2024 MARUBUN CORPORATION

13. Slide 13: Interim results overview

    ফা਋঵ౚ੒୳१ঐজ ফা਋ ফা਋ ਋ੂ ㌣ ‫ڱ‬া঩पਁ਀खञ঵ౚ ৐਋ૻ ੒୳ૻ ੒୳॑ఊਫ ‫ق‬௲ਐ৞‫ك‬ ৰౚ ਲ਼঱ૻ ਋ੂ੒୳ ఊਫ੒୳ ਲ਼঱ૻ ㌣ ਲ਼঱ৈम‫ॹؚ‬ংॖ५হ঵ध३ ‫ٺ‬ ‫ٺ‬ ਲ਼঱ৈ ‫ ش‬ ‫ش‬ ‫ٺ‬ ‫ٺ‬ ५ॸ঒হ঵भ೽ਏ଩ৣ॑ਭऐ ਋ੂ੒୳॑ৣ৚ॊৄৢख ‫ٺ‬ ਲ਼঱੕ਹஇ ‫ٺ‬ ٔ ㌣ ੾঵ਹஇम‫ؚ‬৞਍ਤষपൣअ ৞ఌ઴ঋ‫ش‬५दभਲ਼঱੕ਹஇ ‫ٺ‬ भ౒ख঱ऑ஍ટपेॉ਋ੂ੒ ୿ଵા ‫ٺ‬ ୳॑঱৚ॊৄ੢ा ‫ٺ‬ ੾঵ਹஇ ‫ٺ‬ ㌣ ৽ଞਹஇम‫ؚ‬০র৑਋पನ౹ ୷இ‫ق‬੏৞‫॑ك‬ੑ঱खञऒ ٔ धपेॉ਋ੂ੒୳॑঱

14. Slide 14: Results by segment

    ফা਋হ঵શ঵ౚ੒୳१ঐজ ╴ ॹংॖ५হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ ঱਋पਢऌ‫ؚ‬ড়েਃஓ‫؞‬3&ఢ ‫ٺ‬ ఈਃஓ‫؞‬ঽ৿੤਱ऐ઄଑৬भ ਲ਼঱ৈ ੖૘॑ৄ੢ि ‫ٺ‬ ╴ ३५ॸ঒হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ ঱਋मୢ৷ਃஓऋ੖૘खञऋ ఫ૬ഌຬਃஓ‫؞‬ঞ‫ش‬२‫ش‬ਃஓ ਲ਼঱ৈ भੜਸ॑ৄ੢ि ╴ ९জগ‫ش‬३ঙথহ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ $,ট঎ॸॕॡ५भয়ठ঱ऑऋ ೚ोञऋ,&7९জগ‫ش‬३ঙথ ਲ਼঱ৈ भੜਸ॑ৄ੢ि © 2024 MARUBUN CORPORATION

15. Slide 15: Semiconductor segment sales

    ফা਋ِॹংॖ५হ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ਗ਼৕৖ષ‫كٺق‬ t ৐ফ২ధा ढ़५ॱ঒,&‫كٺق‬ t 3&ఢఈਃஓ਱ऐभ੖૘ ્৒৷ಥ,&‫كٺق‬ t ড়েਃஓ਱ऐभ੖૘ ঐॖॡটউট७ॵ१‫كٺق‬ t ঽ৿੤਱ऐभ੖૘ ওঔজ‫ش‬,&‫كٺق‬ t ঽ৿੤਱ऐभ੖૘ ॔ॼটॢ,&‫كٺق‬ t ড়েਃஓ‫ؚ‬3&ఢఈਃஓ਱ऐभ੖૘ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 14 ષ৯શ峘ৄৢ峁峑峃岶岝崯崸崌崡হ঵峙岝৸৬峑峙ঽ৿੤৘ৃ峘崱嵑崌崸嵤૽峑岬峍峉ਗ਼ਞঽ৿੤峘ਛশထ৲峮岝রব৽ੋ峘 ೿฽峔峓峕峲峵ਓ঵৘ৃ峼峙峂峫峒

16. Slide 16: Electronic devices segment sales

    ফা਋ِ३५ॸ঒হ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ୢ৷ਃஓ‫كق‬ t ৐ফ২ధा ঞ‫ش‬२‫ش‬ਃஓ‫كق‬ t ઄଑৬ঞ‫ش‬२‫ؚش‬ঞ‫ش‬२‫ش‬ਸੵಎ઼भੜਸ ਓ঵ਃஓ‫كٺق‬ t ৐ফ২ధा ఫ૬ഌຬਃஓ‫كق‬ t ഌຬঢ়৴৖ષभੜਸ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 15 崟崡崮嵈হ঵峑峙岝ણய峔৘ৃ୭୆峼ూବ峕岝ఫ૬ഌຬਃஓ峑ഌຬ৷ಥ峘ৈਦ౅ਙ৖ષ峮ଆୋঢ়৴ૹ౫峘ಇশ峼ৄ੢峽 峑岴峴峨峃岞 峨峉嵔嵤崞嵤ਃஓ峑峙岝઄଑৬嵔嵤崞嵤峮ಓାம়ਸੵಎ઼峔峓峘೽ਏੜ峼ৄ੢峽峑岴峴峨峃岞 ঳্岝ਓ঵ਃஓ峙৹ତଂએ岶ਢ岮峐岴

17. Slide 17: Others segment sales

    ফা਋ِ९জগ‫ش‬३ঙথহ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ $,‫؞‬ট঎ॸॕॡ५‫كق‬ t $,࿌ൗট঎ॵॺभੜਸ ,&7९জগ‫ش‬३ঙথ‫كق‬ t ৎമ৊਋३५ॸ঒भੜਸ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 16 崥嵒嵍嵤崟嵏嵛হ঵峑峙岝,&7崥嵒嵍嵤崟嵏嵛ী৙岶ৎമ৊਋崟崡崮嵈峘೽ਏੜ峕峲峴ੜਸ峃峵ৄৢ峁峑峃岞 $,嵣嵕嵄崮崋崗崡峘ী৙峙岝০਋峲峴਄峴ඞ岮峼৫઩峁峉$,࿌ൗ峘崛嵇嵍崳崙嵤崟嵏嵛嵕嵄崫崰峮崯崠崧嵓嵀嵓崡崙崊ૹ౫峘୿ਲ਼ੜ峼ৄ ੢峽峑岴峴峨峃岞 ਰ঱岝ফা਋峘঵ౚ岴峲峝০਋峘঵ౚ੒୳峼岾ହ৥岮峉峁峨峁峉岞

18. Slide 18: Dividends

    ઙ਌൬੪ © 2024 MARUBUN CORPORATION

19. Slide 19: Shareholder returns

    ઙ਌൬੪ ৴੥ଦਊਙ਱٫ऽञम'2(‫ق‬ઙ਌ৱমଦਊ૨‫ك‬भःङोऊৈः্॑৯਍प‫ؚ‬ಲਢ৓ऊण਍ ଦਊ্ଉ ৒৓ऩଦਊ॑ৰ઱घॊऒध॑੦ম্ଉधघॊ ফা਋ ফা਋भଦਊ‫؟‬র৑ ৞‫ؚ‬਋ଜ৞भফ৑৞ଦਊ॑੒৒ भଦਊ ଦਊਙ਱‫؟‬٫‫'ؚ‬2(‫ق‬ઙ਌ৱমଦਊ૨‫؟ك‬٫ ‫ق‬৞‫ك‬ র৑ଦਊ ਋ଜଦਊ ফা਋ ফা਋ ফা਋ ফা਋ ফা਋ ফা਋ ‫ق‬੒୳‫ك‬ ৐র਋৽੾ੑ઺ ਋৑ৰౚ ீધ1H[WDJH ਋৑ © 2024 MARUBUN CORPORATION 18 ਢ岷峨峁峐ઙ਌൬੪峕峎岮峐岾ହ৥岮峉峁峨峃岞 ਊ঺峙આফা峕ଦਊ্ଉ峼ৄઉ峁岝৴੥ଦਊਙ਱٫峨

20. Slide 20: Medium-term management plan

    র਋৽੾ੑ઺भ਄ॉੌा૾ய © 2024 MARUBUN CORPORATION

21. Slide 21: Medium-term management plan (Next Stage)

    র਋৽੾ੑ઺َீધ1H[WDJHُ ㌣ णभহ঵ਛশ্ଉधधुप‫ؚ‬१५ॸॼঅজॸॕषभ਄ॉੌा‫ؚ‬হ঵੦ೕତ૟ध৔৖উট७५भ੝ఒ॑௓ਤ 岥ீધ1H[WDJH岦੦ম্ଉ ੦ম্ଉ হ঵ਛশ্ଉ ใோহ঵भ ৗञऩহ঵୩ୠ ঵ਜ੦ೕତ૟ध १५ॸॼঅজॸॕ َ৭උधૐরُയਤ ॢঝ‫ش‬উ৽੾ षभਤলध ৔৖উট७५ ৽੾भ௓ਤ ध९জগ‫ش‬३ঙথ भਘ৲ ਛশ੦ೕभଡണ भ੝ఒ ৫৅ਘ৲ ফ২ଃਜ৯ఏ ৽ଞਹஇ ੏৞ਰ঱52( ਰ঱भન৳ © 2024 MARUBUN CORPORATION 20 ਢ岷峨峁峐岝র਋৽੾ੑ઺峘਄峴ੌ峩૾ய峕峎岮峐岾ହ৥岮峉峁峨峃岞 ਊ঺峘র਋৽੾ੑ઺岣

22. Slide 22: Business strategy by segment

    ૚হ঵भਛশਅറ ㌣ ૚হ঵७ॢওথॺभ਄ॉੌा॑௓ਤखणण‫ؚ‬হ঵७ॢওথॺ৑भ३ॼ४‫ش‬൉ল॑୯੷ ॹংॖ५হ঵ ३५ॸ঒হ঵ ९জগ‫ش‬३ঙথহ঵ ㌣ ِ੦ೕਘ৲হ঵ّधखथ‫ؚ‬ৈહਸ੼கૹ ㌣ ِਛশᏋਬহ঵ّधखथ‫ؚ‬ใோঅ४ॿ५ ㌣ ِ੼க൉লহ঵ّधखथ‫ؚ‬ਛশ৘ৃपउ ౫৫৅धૹ౫঑ॵॡ५भ৻ප॑ৢग‫ؚ‬ भ੅ਢ৓ਛশपਸइ‫ؚ‬ৗૠ୩ୠ‫؞‬ৗૠ৘ ऐॊ୓ৗ৓ऩૹ౫‫؞୒ૼ؞‬१‫ش‬অ५भ৫ ॢট‫ش‬ংঝदभ঵ઍ೐੅‫؞‬ఁপ॑௕ॊ ৃदभઽஇ੦ೕఁপ॑৯੐घ ৅‫ؚ‬൉ল॑ਸசघॊ ㌣ েਓਙध஍૨ਙभಲਢ৓੝ఒप౑ी‫ؚ‬ ㌣ ৴੥ভ঺৑भ৴௚ਘ৲॑ৢग

23. Slide 23: Sales and ROE targets

    ऒोऽदभਤ⎃૾யधফ২भৄৢख ㌣ র਋৽੾ੑ઺भਲ਼঱ৈ৯ఏम३५ॸ঒হ঵‫ؚ‬९জগ‫ش‬३ঙথহ঵द౞୸भৄ੢ाटऋ‫ॹؚ‬ংॖ५হ঵ऋऒो॑ଓ ౥घॊ஄द୸ਛघॊৄ੢ा ㌣ ৽ଞਹஇुॻঝসਹ঱ಊभ୶஭॑পऌऎਭऐथःॊऋ‫ؚ‬৯ఏम୸ਛभৄৢख ਲ਼঱ৈਤ⎃૾ய ৽ଞਹஇਤ⎃૾ய ‫ق‬௲ਐ৞‫ك‬ ঱਋ ৣ਋ ‫ق‬௲ਐ৞‫ك‬ ਐ ঱਋ ৣ਋ রੑ৯ఏ রੑ৯ఏ ੏৞ ੏৞ ফ২ ফ২ ফ২ৄৢख ফ২ ফ২ ফ২ৄৢख © 2024 MARUBUN CORPORATION 22 ਊর਋৽੾ੑ઺਋৑峘ਲ਼঱岝৽ଞਹஇ峘௓୎峙岾༮峘ৢ峴峑峃岞 ਲ਼঱ৈ峙崟崡崮嵈হ঵岝崥嵒嵍嵤崟嵏嵛হ঵峑

24. Slide 24: Semiconductor business strategy

    ِॹংॖ५হ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भর৑਋੕ฐधৢ਋ৄৢख ਲ਼঱ৈ௓୎ ‫ق‬௲ਐ৞‫ك‬ ঱਋ ৣ਋ ㌣ ਲ਼঱ৈम৐ফ২ৣ਋ऊैਓ঵ਃஓ॑রੱप૔ಛ৹ତभଂએऋಲਢ রੑ৯ఏ ㌣ ০ফ২भਲ਼঱ৈमফ২॑ৣ৚ॊुभभ‫ؚ‬রੑ৯ఏम঱৚ॊৄ੢ा ੏৞ ╴਄ॉੌा૾ய ㌣ ઁ෇ऩ൹௢ಽषभఁ୿઱ੁधखथହ৥ভभ৫ಈृ૚ரभय़কথঌ‫ش‬থभৰ઱‫ؚ‬ ফ২ ফ২ ফ২ৄৢख ஋ா৓ऩੲਾ‫؞‬ৱમ઀୹॑ன৫ ㌣ ୿ਲ਼ঃ‫شॼॺش‬धभੈ௮पेॉਬऌ়ः੯ਯऋੜਸ ੾঵ਹஇ௓୎ ㌣ ৈહਸ੼கभ)3*$ ಉभఁ୿द‫ؚ‬੧੯ඃ੭ऋਤि ‫ق‬௲ਐ৞‫ك‬ ঱਋ ৣ਋ )LHOG3URJU

25. Slide 25: Electronic devices strategy

    ِ३५ॸ঒হ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भর৑਋੕ฐधৢ਋ৄৢख ਲ਼঱ৈ௓୎ ‫ق‬௲ਐ৞‫ك‬ ঱਋ ৣ਋ রੑ৯ఏ ㌣ ଆୋ‫؞‬ഌຬ੒઴भఁপपൣः‫ؚ‬ఫ૬ഌຬী৙भਲ਼঱ऋಇশ ੏৞ ㌣ ਓ঵ਃஓী৙मਝ૟਺ৱभ೪਑ृ੧੯भ৏ौ౵खपेॉడखः૾ய ㌣ ৣ਋पउःथु৊஘भൊ਱ऋਢऎৄ੢ाद‫ؚ‬রੑ৯ఏम౞୸भৄৢख ╴਄ॉੌा૾ய ㌣ ੅ਢ৓ऩਛশऋৄ੢ीॊଆୋ‫؞‬ഌຬঢ়৴হ঵पିৡघॊञी‫௶ੌؚ‬৬਑॑ગౣਛ ফ২ ফ২ ফ২ৄৢख • ৈਦ౅ਙ৖ષृ॔থॸॼ३५ॸ঒भ઀੧ણ৿॑ৰ઱ ㌣ ਓ঵ਃஓृঞ‫ش‬२‫ش‬ਃஓী৙दमਲਗदभ୿ଡ଼ఁপ॑௓ਤ ੾঵ਹஇ௓୎ ‫ق‬௲

26. Slide 26: Other business strategy

    ِ९জগ‫ش‬३ঙথহ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भর৑਋੕ฐधৢ਋਋ৄৢख ਲ਼঱ৈ௓୎ ‫ق‬௲ਐ৞‫ك‬ ঱਋ ৣ਋ রੑ৯ఏ ㌣ ਊ঺ஆঽभॡছक़ॻ१‫ش‬অ५भ৫৅ृ$,ট঎ॵॺ‫ॹؚ‬४ॱঝঊঝ५ॣ॔ঢ়৴ૹ౫भ ੏৞ য়ठ঱ऑ॑௓ਤ ㌣ ੔ষ਺ৱ஺మदँॉ఼઴ન৳मઃফ২ਰఋपङो੢ा‫ؚ‬রੑ৯ఏम౞୸भৄৢख ╴਄ॉੌा૾ய ㌣ 1XZDRobotics঺ଲ$,॥঑গॽॣ‫ش‬३ঙথট঎ॵॺभ஋ா৓ऩ୿യણ৿॑ன৫ ㌣ ૬৑஫ଛ஑ডॖখঞ५ਗ਼ৡ஫ଛ३५ॸ঒َ&RWD5HDO:LUHOHVV3RZHU HU ُभਊ঺ड़জ ফ২ ফ২ ফ২ৄৢख ४ॼঝ௬੼य़ॵॺ॑৫৅ ㌣ &O

27. Slide 27: Marubun Report

    َ0$58%815(3257ُ৅ষ ㌣ ॢঝ‫ش‬উੂधऩॊଁ়ਾઔછَ0$58%815(3257ُ॑৅ষ َॸॡঀট४‫ش‬द‫ेؚ‬ॉेः౞ਟभৰਠप๾൴घॊُञीभ ீધॢঝ‫ش‬উஆঽभ ੼க൉ୗঔॹঝृংজগ‫ش‬१ॖॡঝभਘा॑ງஂ রশ਋৓ऩ੫঵੼க਱঱प਱ऐञ&(2‫)&؞‬2भওॵ७‫ش‬४ृ ૚হ঵भহ঵ਅറ‫ؚ‬୭୆‫঺؞‬ভ‫؞‬য৓ৱমऩन ਊ঺ॢঝ‫ش‬উभ்ઁः਄ॉੌा॑ൕൗ ਊ঺क़ख़ঈ१ॖॺेॉओનੳຘऐऽघ ০৏ु৫ંੲਾभౄৰ॑௕ॉणण‫ؚ‬५ॸ‫ش‬ॡ঍ঝॲ‫ش‬भ຦औऽधभৌਵ॑യਤ © 2024 MARUBUN CORPORATION 26 ਈ৏峕峔峴

28. Slide 28: Proven Sustainability

    Proven Sustainability 188, @ Marubun

29. Slide 29: Appendix: Company profile

    ૞અৱમ © 2024 MARUBUN CORPORATION ੫঵໪ய ভ঺໪ਏ হ঵୩ୠ ॹংॖ५ ३५ॸ঒ ९জগ‫ش‬३ঙথ ൉ ঵ ফ‫ق‬൞৲੪ফ‫ك‬ হ঵ হ঵ হ঵ „ ઄଑৬ „ ఫ૬ഌຬਃஓ „ ,&7९জগ‫ش‬३ঙথ ਝ য় ফ‫ق‬ೣਮফ‫ك‬া „ ਗ਼৕৖ષ „ ਓ঵ਃஓ „ $,‫؞‬ট঎ॸॕॡ५ ਚ ૔ ৉ ূ਎੃রఙય঩মଶপ஫஝঴୞ಀ „ ঞ‫ش‬२‫ش‬ਃஓ „ ୢ৷ਃஓ ৱ ম স ੏ਐ৞ ৠ઴਋঩ া঩ ৴੥ਲ਼঱ৈभ௓୎ ‫ق‬௲ਐ৞‫ك‬ ৻ ਀ ঻ ৻਀਄ഁ૽঺শ න৙ᆑ ॹংॖ५হ঵ ३५ॸ঒হ঵ ९জগ‫ش‬३ঙথহ঵ ৴੥ ௲ਐ৞‫ق‬ফ‫

30. Slide 30: Marubun group overview

    ป ୓ ব ৔ ਲ ਗ ূ਎઒ଊ਄ਬਚউছॖ঒৘ৃप୎ষ ॖথॻॿ३॔‫ؚ‬ওय़३॥पਠ৉১য॑ਝয় ग़ঞॡॺটॽॡ५ૹ঺दੂीथ્৒ୟল঻धखथੳ઒ ஥㯕पਠ৉১য॑ਝয় ইज़‫ش‬१ॖॺॸॡঀ॑৕ভ঺৲ ঐঞ‫ش‬३॔पਠ৉১য॑ਝয় ீધक़ग़५ॺ॑ਝয় ইॕজআথ‫ؚ‬঱ਲपਠ৉১য॑ਝয় ূ਎઒ଊ਄ਬਚ৘ৃਸ਼঳৖঱ৃ ॱॖपਠ৉১য॑ਝয় ূ਎઒ଊ਄ਬਚ৘ৃਸ਼੸৖঱ৃ ৪ব$UURZ(OHFWURQLFV঺धീ઄লৱद 0 0DUXEXQ$UURZ86$//&॑ਝয় ૐ஋৚ଡ଼॑ব৔दੂीथୟো୿ਲ਼ স૕੍૲॑ী঺ख‫ؚ‬ ৪ব$UURZ(OHFWURQLFV঺ध ீધৢૹ॑ਝয় ീ઄ল

31. Slide 31: Group structure and offices

    ব৔ುਡ ீધৢૹઙૄভ঺‫ق‬ম঺স૕৘‫ك‬ z শ৙੍૲ ீધ੾঵ುਡ‫ ؟‬ ম঺ ड़ইॕ५ z স૕੍૲ z ୕৛੍૲ z ஜ৛७থॱ‫ش‬ ீધ੟૴ುਡ౎‫؟‬ ੍঺ ੟૴७থॱ‫ش‬ z ૣ੩੍૲ z ೻ஏ੾঵ਚ ঢ়৴ভ঺‫؟‬ z ૈম੍૲ z ূ਎੾঵ਚ ੍૲ ঢ়બভ঺ z ൖਿ੾঵ਚ ‫ق‬ফাਠ૔‫ك‬ z ৗඎ੍૲ ૈমड़ইॕ५ শ৙ड़ইॕ५ ਨಮड़ইॕ५‫ق‬ஜ৛৘‫ك‬ ূਨड़ইॕ५ ঢ়ਧ੍঺‫ق‬পଚ৘‫ك‬ ഌ੃૝ड़ইॕ५ শળड़ইॕ५ য়ਆ੍૲ ீધक़ग़५ॺઙૄভ঺‫ق‬ম঺ઋૺ৘‫ك‬ প૝੍૲ z ཰ଡ଼੾঵ਚ z ஛ব੾঵ਚ ீધઙૄভ঺ ম঺‫ূق‬਎੃

32. Slide 32: Purpose, Vision, Mission, Values

    ੫঵৶୛৬௺ 3XUSRVH ॸॡঀট४‫ش‬द‫ेؚ‬ॉेः౞ਟभৰਠप๾൴घॊ ஆঽभ੼க॑઀୹घॊड़থজ‫ش‬ডথभग़ঞॡॺটॽॡ५ૹ঺ 9LVLRQ धखथਈुਦ౅औोॊோ૔धऩॊ َ੔ৄُधَ੔਄ُभಖઋभुध‫ؚ‬যधૼ୒ध१‫ش‬অ५द 0LVVLRQ ঺ভधउ௢஘भୖ਻॑ੰৠघॊ َยৰद්৥ऩ৽੾َُ௏৸ऩ৽੾ણ৿भৰᄷَُ঺ভधभ৹ਮُ َ୭୆৳৸षभ๾൴َُउ௢஘भ௥ଌभ਱঱ُ 9DOXHV َ੫঵জ५ॡभిજऩଵ৶َُযਥभ๑੎َُ௮ऌृघः૙ৃतऎॉُ © 2024 MARUBUN CORPORATION 6 ீધॢঝ‫ش‬উभ੼க൉ୗঔॹঝ © 2024 MARUB

33. Slide 33: Group information

    ংজগ‫ش‬१ॖॡঝ © 2024 MARUBUN CORPORATION 8 ংজগ‫ش‬१ॖॡঝपउऐॊீધॢঝ‫ش‬উभਘा‫؞‬਄ॉੌा © 2024 MARUBUN CORPORATION 9

34. Slide 34: Semiconductor business: suppliers

    হ঵৔ઍ ㌣ ீધभَणभਃચُऋலোोऊैઈ৷ऽदইঝ१এ‫ॺش‬ ㌣ ग़ঞॡॺটॽॡ५ૹ঺धखथ‫َؚ‬उ௢஘भওজॵॺपઉ੥घॊ९জগ‫ش‬३ঙথُ॑ਈిऩ஄द઀୹ ॡॺটॽॡ५ૹ঺धखथ‫َؚ‬उ௢஘भওজॵॺपઉ੥घॊ९জগ‫ش‬३ঙথُ॑ਈిऩ஄द઀୹ © 2024 MARUBUN CORPORATION 10 ॹংॖ५হ঵‫؟‬਌ਏ਄ඞःଲષ ‫ؙ‬ ‫ؙ‬ ઄଑৬ 㟁Ꮚ㒊ရ ‫ؙؙؙؙؙؙؙؙؙ‬ષ৯ ‫ؙؙؙؙؙؙؙؙؙ‬ષ৯ ,WHP ,WHP ॔ॼটॢ,& ওঔজ‫ش‬,& ঐॖॡটউট७ॵ१ ્৒৷ಥ,& ढ़५ॱ঒,& ਗ਼৕৖ષ ਗ਼৕ਃஓ जभ౎ ‫ؙ‬਌ਏலো੔ ఏ૆

35. Slide 35: Electronic devices business: suppliers

    ३५ॸ঒হ঵‫؟‬਌ਏ਄ඞःଲષ ী৙ ਌ਏૹષ ਌ਏலো੔ ఫ૬ഌຬਃஓ ਗ਼჌ణੲਾઽૐਃ౫‫ؚ‬ঞ‫شॲش‬३५ॸ঒‫ؚ‬঎॔१ॖॺତ૟ਃ౫‫ؚ‬ 6$$%$%‫ؚ‬7H[WURQ6\VWHPV‫ؚ‬/+DUULV7HFKQRORJLHV7HOHPHWU\ 5)3URGXFWV‫&ؚ‬RPPXQLFDWLRQ 3RZHU,QGXVWULHV ఫ૬ঢ়৴ਃஓ ॸঞওॺজਭਦ‫؞‬૗୮৹ಎ઼‫ॱشॹؚ‬ઽஈಎ઼‫ؚ॔‬থॸॼ‫ິؚ‬୭୆ॹॕ५উঞॖ 6\VWHPV(QJLQHHULQJ 0DQDJHPHQW&RPSDQ\‫ؚ‬6FLR7HTEYED‫ؚ‬75($/,7<696%HOJLXP%9‫

36. Slide 36: Quarterly sales trend

    ঵ౚ஛઄਋௓୎‫ق‬হ঵શਲ਼঱ৈ‫ك‬ ‫ق‬௲ਐ৞‫ك‬ 63,314 507 60,414 330 56,975 1,100 55,785 597 12,837 10,700 50,788 389 11,285 47,794 567 20,117 9,781 λϨϣʖεϥϱࣆ‫ۂ‬ 13,026 εητϞࣆ‫ۂ‬ υώ΢ηࣆ‫ۂ‬ 49,383 49,969 43,901 40,618 35,757 34,199 1Q 2Q 3Q 4Q 1Q 2Q 2024೧3݆‫غ‬ 2025೧3݆‫غ‬ © 2024 MARUBUN CORPORATION 14 ঵ౚ஛઄਋௓୎‫ॹق‬ংॖ५হ঵‫؟‬

37. Slide 37: Quarterly sales trend by segment

    ঵ౚ஛઄਋௓୎‫ق‬३५ॸ঒হ঵‫؟‬ષ৯શਲ਼঱ৈ‫ك‬ ‫ق‬௲ਐ৞‫ك‬ 20,117 9,253 ୢ৷ਃஓ 12,837 13,026 嵔嵤崞ਃஓ 11,285 10,700 ਓ঵ਃஓ 4,791 9,781 4,928 ఫ૬ഌຬਃஓ 1,980 4,558 4,395 3,486 1,379 1,849 1,232 907 1,670 7,061 5,196 4,784 4,407 4,007 3,899 1,470 1,822 1,379 1,465 735 1,086 1Q 2Q 3Q 4Q 1Q 2Q 2024೧3݆‫غ‬ 2025೧3݆‫غ‬ © 2024 MARUBUN CO

38. Slide 38: Contact

    মৱમउ਄ඞः঱भओିਔ মৱમप੶ൗऔोथःॊ঵ౚ੒୳ಉभలਟपঢ়घॊ੶஽म‫ؚ‬ਊ঺ऋਠ૔োুखथःॊੲਾ఺ल ়৶৓दँॊधਖ਼૵घॊ঳৒भ৐઀प੦तःथउॉ‫ؚ‬ৰ੠भ঵ౚಉम஘‫ر‬ऩ੎ਏऩਏಞपेॉ ౮ऩॊ૭ચਙऋँॉऽघऒध॑ओഅੴउऌऎटऔः‫؛‬ মৱમपঢ়घॊउਖः়ॎच ீધઙૄভ঺ ৽੾੫઺৖ (PDLOLU#PDUXEXQFRMS © 2024 MARUBUN CORPORATION 18

Marubun — Q2 2024 Earnings Presentation on 6ix