Marubun Corporation · TSE:7537

Marubun — FY2023 Earnings Presentation

39 slides from Marubun's earnings presentation, 2024

1. Slide 1: র਋৽੾ੑ઺岣ீધ1H[WDJH岤峘਄峴ੌ峩૾ய峕峎岮峐岾ହ৥岮峉峁峨峃岞

   ீધઙૄভ঺ ফা਋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਋ৠ઴峘໪ਏ岴峲峝০ফ২峘঵ౚ੒୳岝 র਋৽੾ੑ઺岣ீધ1H[WDJH岤峘਄峴ੌ峩૾ய峕峎岮峐岾ହ৥岮峉峁峨峃岞

2. Slide 2: Agenda

   ॔४ख़থॲ ফা਋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: FY2023 results overview

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

4. Slide 4: FY2023 results overview

   ফা਋ৠ઴१ঐজ ফা਋ ফা਋ ㌣ ਌पॹংॖ५হ঵भಇশप ৐਋ૻ ੒୳ૻ ੒୳ ेॉਲ਼঱ऋੜਸ ‫ق‬௲ਐ৞‫ك‬ ৰౚ ਲ਼঱ૻ ৰౚ ਲ਼঱ૻ ‫كق‬ ‫ٺ‬ ਲ਼঱ৈ ‫ ش‬ ‫ش‬ ㌣ ੾঵ਹஇम‫ؚ‬ਲ਼঱भੜਸਏ ‫ٺ‬ ౤पਸइ‫ؚ‬৞਍ਤষपൣअ ਲ਼঱੕ਹஇ ৞ఌ઴ঋ‫ش‬५दभਲ਼঱੕ਹ ٔ இभ౒ख঱ऑपेॉੜஇ ୿ଵા ‫ٺ‬ ㌣ ਋ੂऊैभ৞਍ਤষपൣअ ٔ ನ౹୷௤‫ق‬੏৞‫ك‬भੑ঱ ੾঵ਹஇ ٔ ृ‫ؚ‬৪ॻঝসਹ঱ಊपेॊ ‫ٺ‬ ੍௸ਹඅभੜਸ‫ق‬੏৞‫ك‬ ৽ଞਹஇ ‫ٺ‬ ऋँढञुभभ‫৽ؚ‬ଞਹ இ‫؞‬ਊ਋ෞਹஇधुੜஇ॑ ஡ভ঺ઙ਌प ‫ٺ‬

5. Slide 5: Results by business segment

   ফা਋হ঵શ঵ౚ१ঐজ ╴ ॹংॖ५হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ ফা਋ ৐਋ૻ ㌣ ড়েਃஓ਱ऐ઄଑৬ऋੜਸ ਲ਼঱ৈ ╴ ३५ॸ঒হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ ফা਋ ৐਋ૻ ㌣ ઺൸൧૵ಎ઼ಉभୢ௜ਃஓऋ ੜਸ ਲ਼঱ৈ ╴ ९জগ‫ش‬३ঙথহ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ ফা਋ ৐਋ૻ ㌣ ৢਦॖথইছ਱ऐ৖ષऋ੖૘ ‫ٺ‬ ਲ਼঱ৈ ‫ٺ‬ © 2024 MARUBUN CORPORATION 4 ૚হ঵峘ਲ਼঱崝嵆嵒峙岾༮峘ৢ峴峑峃岞 崯崸崌崡হ঵峙৐਋ૻ੏৞ੜਸ峘੏৞岝崟崡崮嵈হ঵峙੏৞ੜਸ峘੏৞岝崥嵒嵍嵤崟嵏嵛হ঵峙੏৞੖૘ 峘੏৞峒峔峴峨峁峉岞

6. Slide 6: Semiconductor business results

   ফা਋ِॹংॖ५হ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ਗ਼৕৖ષ‫كٺق‬ t ਓ঵ਃஓ‫ৢ؞‬ਦਃஓ਱ऐभ੖૘ ढ़५ॱ঒,&‫كق‬ t ড়েਃஓ਱ऐभੜਸ ્৒৷ಥ,&‫كق‬ t ড়েਃஓ਱ऐभੜਸ ঐॖॡটউট७ॵ१‫كٺق‬ t ৐਋ధा ওঔজ‫ش‬,&‫كٺق‬ t ৐਋ధा ॔ॼটॢ,&‫كق‬ ফ‫گ‬া਋ ফা਋ t ঽ৿੤‫ؚ‬3&ఢఈਃஓ਱ऐभੜਸ © 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峑峙岝崊崲嵕崘,&岝્৒৷ಥ,&岝崓崡崧嵈,&岶ੜਸ峁峨峁峉岞

7. Slide 7: Semiconductor business sales by product

   ফা਋ِॹংॖ५হ঵ّ৷ಥશਲ਼঱ଡਛૻ ਌ऩੜ੖ਏ౤ ৢਦਃஓ‫ڬžق‬এॖথॺ ‫ك‬ t ৐਋ధा ॥থআগ‫٭ॱش‬2$‫ٺ ق‬এॖথॺ‫ك‬ t ৐਋ధा ਓ঵ਃஓजभ౎‫ٺق‬এॖথॺ‫ك‬ t ৐਋ధा ঽ৿੤‫ق‬এॖথॺ‫ك‬ t ৐਋ధा ড়েਃஓ‫ٔق‬এॖথॺ‫ك‬ t ᆯ௫ଲષ਱ऐभੜਸ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 6 ઃ峕৷ಥશ峘ਲ਼঱ଡਛૻ峕峎岮峐峑峃岶岝৐ফ২岵峳প岷峔૗৲峙岬峴峨峅峽峑峁峉岞 ড়েਃஓ਱岻峙঱਋峼রੱ峕ਲ਼঱岶ੜਸ峁峉峉峫岝ଡਛૻ岶嵅崌嵛崰崊崫崿峒峔峍峐岴峴峨峃岞

8. Slide 8: Device business results

   ফা਋ِ३५ॸ঒হ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ୢ৷ਃஓ‫كٔق‬ t ઺൸൧૵ಎ઼‫ؚ‬ଣೝ଍੘௜ಎ઼भੜਸ ঞ‫ش‬२‫ش‬ਃஓ‫كٺق‬ t ୾౺৖ષ‫ؚ‬ঞ‫ش‬२‫ش‬ਸੵಎ઼भ੖૘ ਓ঵ਃஓ‫كٺق‬ t ਗ਼৕৖ષੌয়‫؞‬ਫ਼ਪ‫ੰ؞‬ෲಎ઼भ੖૘ ఫ૬ഌຬਃஓ‫كٺق‬ t ਗ਼৕ਃ౫भ੖૘ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 7 崟崡崮嵈হ঵峕峎岮峐峙岝઺൸൧૵ಎ઼峮ଣೝ଍੘௜ಎ઼岶஀৹峊峍峉ୢ৷ਃஓ岶প்峕ಇশ峁峨峁峉岶岝ਝ૟਺ৱ೪਑峘 ୶஭峼ਭ岻峐岝ਓ঵ਃஓ峮嵔嵤崞嵤ਃஓ岶੖૘峁岝ఫ૬ഌຬਃஓ峬ਗ਼৕ਃ౫岶੖૘峁峨峁峉岞

9. Slide 9: Device business sales by product

   ফা਋ِ९জগ‫ش‬३ঙথহ঵ّષ৯શਲ਼঱ৈ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ $,‫؞‬ট঎ॸॕॡ५‫كٺق‬ t ৐਋ధा ,&7९জগ‫ش‬३ঙথ‫كٺق‬ t ୾ৢਦૹ౫भ੖૘ ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 8 崥嵒嵍嵤崟嵏嵛হ঵峕峎岮峐峙岝,&7崥嵒嵍嵤崟嵏嵛峑ৢਦ崌嵛崽嵑਱岻৖ષ岶੖૘峁岝$,嵣嵕嵄崮崋崗崡峬৐਋ధ峩峕峒峓峨峴峨峁峉岞

10. Slide 10: ICT solutions business results

    ফা਋೵೙ৌස਀भ໪ਏ ‫ق‬௲ਐ৞‫ك‬ ফা਋ଜ ফা਋ଜ ৐਋ଜૻ ㌣ ੕ৱਓम‫ؚ‬৐਋ଜऊै੏ ৱਓ়ੑ ‫ٺ‬ ৞੖૘ ૴৿ৱਓ ‫ٺ‬ ਠস఺ल౲স ㌣ ৱਓभ৖म‫ؚ‬ਭ਄ু஄఺ल ਭ਄ু஄఺लਲ਼ෳস ‫ٺ‬ ਲ਼ෳসऋ੏৞‫ૹؚ‬ષऋ ૹષ఺लଲષ ‫ٺ‬ ੏৞‫ؚ‬౞ઽোসऋ੏৞੖ ౞ઽোস ‫ٺ‬ ૘ ಕ৒ৱਓ ଀ઝ়ੑ ‫ٺ‬ ㌣ ଀ઝभ৖मಢ਋೙োসऋ ૴৿଀ઝ ‫ٺ‬ ੏৞੖૘‫ؚ‬౞௸সऋ੏৞ ੜਸ ੍௸ু஄఺लେෳস ಢ਋೙োস ‫ٺ‬ ౞௸স ㌣ ෞৱਓभ৖म‫ؚ‬ਹஇ๪౟স ಕ৒଀ઝ ‫ٺ‬ ऋ੏৞‫ؚ‬जभ౎भෆฐਹ இྸੑપऋ੏৞ੜਸ ෞৱਓ়ੑ © 20

11. Slide 11: Financial overview

    ٛ૞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: FY2023 results outlook

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

13. Slide 13: Forecast overview

    ফা਋঵ౚ੒୳१ঐজ ফা਋ ফা਋ ㌣ ਲ਼঱ৈम‫ॹؚ‬ংॖ५হ঵द ৐਋ૻ ৰౚ ਲ਼঱ૻ ঵ౚ੒୳ ਲ਼঱ૻ ড়েਃஓभખ৿੖ृ৘ৃ৸ ‫ق‬௲ਐ৞‫ك‬ ಹभ૔ಛ৹ତ‫଼ؚ‬ଥౕ৲॑ ‫ٺ‬ ৄ੢ा‫ؚ‬੖ઽभ੒୳ ਲ਼঱ৈ ‫ش‬ ‫ش‬ ‫ٺ‬ ‫ٺ‬ ਲ਼঱੕ਹஇ ㌣ ੾঵ਹஇम੖ઽਏ౤पਸ ‫ٺ‬ इ‫ؚ‬৐ফ২भ৞਍ਤষपൣ ൣअਲ਼঱੕ਹஇभ౒ख঱ऑ ୿ଵા ஍ટभጒ૳पेॉ‫ؚ‬੖இभ ੒୳ ‫ٺ‬ ੾঵ਹஇ ‫ٺ‬ ‫ٺ‬ ㌣ ৽ଞਹஇउेलਊ਋ෞਹஇ ৽ଞਹஇ ‫ٺ‬ पउःथु੖ઽभ੒୳ ஡ভ঺ઙ਌पషരघॊ ‫ٺ‬ ਊ਋ෞਹஇ ‫ٺ‬ ‫ٮ‬ফা਋ৢ਋୳৒ನ౹ঞ‫؟ॺش‬৞

14. Slide 14: Forecast by business segment

    ফা਋হ঵શ঵ౚ੒୳१ঐজ ╴ ॹংॖ५হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ ড়েਃஓ‫؞‬ঽ৿੤਱ऐ઄଑৬ ‫ٺ‬ भ੖૘॑ৄ੢ि ਲ਼঱ৈ ‫ٺ‬ ╴ ३५ॸ঒হ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ ఫ૬ഌຬਃஓ‫ؚ‬ঞ‫ش‬२‫ش‬ਃஓ भੜਸ॑ৄ੢ि ਲ਼঱ৈ ╴ ९জগ‫ش‬३ঙথহ঵ ‫ق‬௲ਐ৞‫ك‬ ফা਋ৰౚ ফা਋੒୳ ৐਋ૻ ㌣ $,ট঎ॸॕॡ५भੜਸ॑ৄ੢ ि ਲ਼঱ৈ © 2024 MARUBUN CORPORATION 13 崣崘嵉嵛崰શਲ਼঱ৈ峘崝嵆嵒峙岾༮峘峒岴峴峑峃岞 崯崸崌崡হ঵峙৐਋ૻ੏৞੖峘੏৞岝崟崡崮嵈হ঵峙੏৞ੜ

15. Slide 15: Semiconductor business forecast

    ফা਋ِॹংॖ५হ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ਗ਼৕৖ષ‫كق‬ t ৐਋ధा ढ़५ॱ঒,&‫كق‬ t ড়েਃஓ਱ऐभੜਸ ્৒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ড়েਃஓ਱岻峘ੜਸ峕峲峴岝崓崡崧嵈,&峑ੜਸ岶ৄ੢峨島峵঳্岝౎峘ષ৯峙੖૘峃 峵ৄৢ峁峑峃岞 岽島峙્৒৷ಥ,&峑প்

16. Slide 16: Device business forecast

    ফা਋ِ३५ॸ঒হ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ ୢ৷ਃஓ‫كٺق‬ t ৐਋ధा ঞ‫ش‬२‫ش‬ਃஓ‫كق‬ t ઄଑৬ঞ‫ش‬२‫ؚش‬ঞ‫ش‬२‫ش‬ਸੵಎ઼भੜਸ ਓ঵ਃஓ‫كٺق‬ t ৐਋ధा 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ഌຬ৷৖ષಉ峘ఫ૬ഌຬਃஓ峘ಇশ峼ৄ੢峽峑岮峵峥岵岝઄଑৬嵔嵤崞嵤峮 ம়ਸੵಎ઼峔峓峘嵔嵤崞嵤ਃஓ峘೽ਏ৚୮峼ৄ੢峽峑岴峴峨峃岞

17. Slide 17: ICT solutions business forecast

    ফা਋ِ९জগ‫ش‬३ঙথহ঵ّષ৯શਲ਼঱ৈ੒୳ ‫ق‬௲ਐ৞‫ك‬ ਌ऩੜ੖ਏ౤ $,‫؞‬ট঎ॸॕॡ५‫كق‬ t $,࿌ൗট঎ॵॺभੜਸ ,&7९জগ‫ش‬३ঙথ‫كق‬ t ৐਋ధा ফা਋ ফা਋ © 2024 MARUBUN CORPORATION 16 崥嵒嵍嵤崟嵏嵛হ঵峑峙岝$,嵣嵕嵄崮崋崗崡峘ী৙峑$,࿌ൗ峘崛嵇嵍崳崙嵤崟嵏嵛嵕嵄崫崰峘୿ਲ਼ੜ峼ৄ੢峽峑岴峴峨峃岞 ਰ঱岝ফা਋峘঵ౚ岴峲峝০ফ২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: Dividend policy

    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: Initiatives for human capital

    ٛ૞અٜ ଃਜ઱ੁَ৔৖೏৳भણ৷ُ ㌣ ৎଂपૢगञ৽੾ર੔ୖ਻॑౷ऽइणण‫ؚ‬ਰৣ‫ڰ‬୩ୠपउःथ‫੅ؚ‬ਢ৓ਛশप਱ऐञ஍૨৓ऊण஍ટ৓ऩ ৱমৱ౺ଦীप౑ी‫َؚ‬৔৖೏৳भણ৷ُधَ੅ਢ৓ਛশभৰਠُभ஀࿯୭॑൉লघॊ ਛশ਺ৱਃভभ୯੷ శ৴ਢਛশਃভभ୯੷धਃ৿৓ऩ਺੆ৱ੧੯भ਄ॉੌा॑஋ா৲घॊ • ॹ४ॱঝ৲‫ؚ‬५ঐ‫ॺش‬৲‫ؚ‬,R7‫ؚ‬$,‫ؚ‬ট঎ॸॕॡ५‫ؚ‬ઃ਼৻ৢਦ‫ؚ‬ୢ௜‫؞‬ঊঝ५ॣ॔ಉ॑ॸ‫ش‬ঐ पశ৴ਢਛশਃভ‫؞‬ਅറ৓জ५ॡॸॖॡਃভ॑୯੷ख‫ؚ‬ใோ୩ୠदभ৘ৃఁপृૹਥఁౄ‫ؚ‬ๆம ୩ୠदभ३ॼ४‫ش‬भ৅ม‫ؚ‬ৗञऩથ஦৘ৃभ൉

21. Slide 21: Medium-term plan Next Stage

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

22. Slide 22: Medium-term plan Next Stage overview

    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 21 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

23. Slide 23: 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

24. Slide 24: Medium-term plan targets

    ফ২भஷॉନॉ ㌣ ਲ਼঱ৈमಇশखञुभभ‫ॻؚ‬ঝসਹ঱ಊभ୶஭॑ਭऐ‫৽ؚ‬ଞਹஇम৺સ੖ ㌣ ਹஇभ੖૘पൣः‫ؚ‬52(ु଩ৣ‫؛‬਋ଜৎਡभ3%5ु೅पधनऽॊ ਲ਼঱ৈ ৽ଞਹஇ ৽ଞਹஇ૨ ੏৞ ੏৞ ৐਋ૻ٫ ৐਋ૻ‫ٺ‬٫ ৐਋ૻ‫ٺ‬㈷ 52( 3%5 ઙ੼ ೅ ৞ ৐਋ૻ‫ٺ‬㈷ ৐਋ૻ‫ٺ‬㈷ ৐਋ૻٔ٫ 1RWH‫ ؟‬ઙ੼मফা঩भીகधফা঩भીகभૻຎ © 2024 MARUBUN CORPORATION 23 র਋৽੾ੑ઺峘ਤ⎃૾ய峕峎岮峐岾ହ৥岮峉峁峨峃岞 峨峄ফ২峘੕ฐ峑峃岶岝੔峥峓岾ହ৥峁峨峁峉ৢ峴岝ਲ਼঱ৈ峙ಇশ峁峉峬峘峘岝崱嵓সਹ঱ಊ峘୶஭峼ਭ岻੍௸ਹඅ

25. Slide 25: Positioning of each segment

    ऒोऽदभਤ⎃૾யधফ২भৄৢख ㌣ ਲ਼঱ৈमর਋৽੾ੑ઺भ৯ఏ॑঱৚ढथ௓୎खथःॊुभभ‫ॻؚ‬ঝসਹ঱ಊभ୶஭॑পऌऎਭऐ‫৽ؚ‬ଞਹஇम৯ ఏகपৌखथ‫ٺ‬੏৞धऩॊৄৢख ㌣ ॻঝ਄ਬૻ૨ऋপऌऎ০ফ২ु୶஭मਂ૭ೂटऋ‫ؚ‬ਛশਅറप੦तऎ਄ॉੌा॑യਤख‫ؚ‬৯ఏ୸ਛ॑৯੐घ ਲ਼঱ৈਤ⎃૾ய ৽ଞਹஇਤ⎃૾ய ‫ق‬௲ਐ৞‫ك‬ ৰౚ ‫ق‬௲ਐ৞‫ك‬ ৰౚ রੑ৯ఏ রੑ৯ఏ ੏৞ ੏৞ ফ২ ফ২ ফ২ৄৢख ফ২ ফ২ ফ২ৄৢख © 2024 MARUBUN CORPORATION 24 ০রੑ਋৑峘ਲ਼঱岝৽ଞਹஇ峘௓୎峙岾༮峘ৢ峴峑峃岞 崱嵓সਹ঱ಊ峕ൣ岰੍௸ਹඅ峘

26. Slide 26: Semiconductor business strategy

    ِॹংॖ५হ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भ੕ฐधফ২भৄৢख ‫ق‬௲ਐ৞‫ك‬ ਲ਼঱ৈ௓୎ রੑ ৯ ఏ ੏৞ ㌣ ਲ਼঱ৈमফ২भਲ਼঱ৈम৐ফ২॑঱৚ॊ਷૆दಇশ‫؛‬ሇख‫ৣؚ‬਋ऊैम૔ಛ৹ ତभଂએधऩढञ ㌣ ০ফ২भਲ਼঱ৈमফ২॑ৣ৚ॊुभभ‫ؚ‬রੑ৯ఏमপ்प঱৚ॊৄ੢ा ╴਄ॉੌा૾ய ㌣ ஋ா৓ऩঐ‫ॸॣش‬ॕথॢણ৿पेॉ‫(ؚ‬9৲ृॢজ‫ش‬থ৲ऩनभৗ௪೽ਏ॑৫ิ ফ২ ফ২ ফ২ ㌣ ঃ‫੸شॼॺش‬ઃ૲धभੈ঵द‫ेؚ‬ॉઁ෇ऩ൹௢ಽषभఁ୿॑௓ਤ ㌣ ৈહਸ੼கभ)3*$ ृ॥ॿॡॱ‫॑ش‬मगीधघॊਗ਼৕৖ષ॑ఁ୿ ੾঵ਹஇ௓୎ )LHOG3URJUDP

27. Slide 27: Device business strategy

    ِ३५ॸ঒হ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भ੕ฐधফ২भৄৢख ਲ਼঱ৈ௓୎ ‫ق‬௲ਐ৞‫ك‬ রੑ৯ఏ ㌣ ফ২भਲ਼঱ৈम৐ফ২ధादା৉‫؛‬ਝ૟਺ৱभ೪਑ृ੧੯भ৏ौ౵खपेॉ‫ؚ‬ ੏৞ ਋ੂ੒઴॑ৣ৚ॊ੥ટधऩढञ ㌣ ফ২मఫ૬ഌຬਃஓृঞ‫ش‬२‫ش‬ਃஓद೽ਏ॑਄ॉ੢ा‫ؚ‬ਲ਼঱‫؞‬ਹஇधुपಇশ घॊৄৢखटऋ‫ؚ‬ਓ঵ਃஓभ೽ਏ੖पेॉরੑ৯ఏम౞୸भৄৢख ╴਄ॉੌा૾ய ㌣ ੟৶ੑ೾भী৙दਈ੔ഈૼ୒॑થघॊଲષभ਄ॉඞः॑യਤ ফ২ ফ২ ফ২ ㌣ ઄଑৬‫؞‬ਗ਼৕৖ષও‫ش‬ढ़‫ৢ૴ृش‬৘ৃषभ';৲઀੧‫ؚ‬ৰ઒૥ୡ॑௓ਤ ㌣ ূવ॔४॔ृর৪৉ୠपਤলखथ

28. Slide 28: ICT solutions business strategy

    ِ९জগ‫ش‬३ঙথহ঵ّभ੕ฐध਄ॉੌा૾ய ╴ফ২भ੕ฐधফ২भৄৢख ਲ਼঱ৈ௓୎ ‫ق‬௲ਐ৞‫ك‬ রੑ৯ఏ ㌣ ফ২म$,‫؞‬ট঎ॸॕॡ५भয়ठ঱ऑ೚ोपਸइ‫ؚ‬,&7९জগ‫ش‬३ঙথु੖૘ ੏৞ ㌣ ফ২म$,‫؞‬ট঎ॸॕॡ५‫ؚ‬,&7९জগ‫ش‬३ঙথधुपಇশ॑ৄ੢िऋ‫ؚ‬ৗૠঅ ४ॿ५भੑ઺৏౵खपेॉ‫ؚ‬রੑ৯ఏम౞୸भৄৢख ╴਄ॉੌा૾ய ㌣ ,&7९জগ‫ش‬३ঙথभॡছक़ॻ१‫ش‬অ५॑ఁౄ ফ২ ফ২ ফ২ • َॖ‫ش‬জ५൹௢এ‫ॱش‬ঝُ॑ৢगथ઀୹घॊ१‫ش‬অ५भ৫৅॑യਤ ㌣ 18:$5RERWLFV঺धৱম઀௚ख‫ஂؚ‬૧‫؞‬ୢ௜৘ৃ

29. Slide 29: Human capital and e-learning strategy

    १५ॸॼঅজॸॕ৽੾भ௓ਤ‫؞‬঵ਜ੦ೕभତ૟ध৔৖উট७५੝ఒ १५ॸॼঅজॸॕ৽੾भ௓ਤ ㌣ ঐॸজ॔জॸॕ‫ق‬੎ਏୖ਻‫્॑ك‬৒ ઃᅚ૞ස ⿜ ઃ਋भর਋৽੾ੑ઺द਄ॉੌा‫؞‬.3,॑఻৬৲घॊ ㌣ ,5‫؞‬65‫؞‬35ણ৿॑঳ಽਘ৲ ⿜ ચ৿৓ऩ॔উট‫ॳش‬पेॉਃঢ়਺ৱੇधभએ୥॑ৰ઱ ⿜ ீધঈছথॻਘ৲भ঳୭धखथ൉঵ఢফ੶୛ઁઔ॑ன৫ ⿜ ଁ়ਾઔછभ਑੿॑௓ਤ ㌣ য৓ৱম৽੾पৌघॊ਄ॉੌाਘ৲ ⿜ য৓ৱমਅറ੻৩ভ॑ৗਝ‫؛‬ঃ‫ش‬ঃ५‫੾৽؞‬ਅറप৴৿खञয৓ৱমਅറ॑ ‫ீٻ‬ધఢফ੶୛ઁઔএ५ॱ‫ش‬ர ଡണ‫؞‬௓ਤघॊ ⿜ ੗஘ऩ॥থॸথॶ॑⑫

30. Slide 30: Initiatives for business strategy

    ঐॸজ॔জॸॕभ્৒ ╴ ீધॢঝ‫ش‬উभঐॸজ॔জॸॕधय़‫شॸش‬ঐ ঐॸজ॔জॸॕ य़‫شॸش‬ঐ ৉ૉ୭୆भ੅ਢ૭ચਙभ৚୮ध৳৸ „ ࿯୭஑঺ভषभ਄ॉੌा॑௓ਤघॊ षभఞଖ „ ॡজ‫ش‬থॸॡঀট४‫॑ش‬৅໧ख઀୹घॊ ୭୆ ਍৸द௹ऊऩ१५ॸॼঈঝ঺ভभ „ ঺ভृ৉ୠषभ๾൴ણ৿॑ఁপघॊ ৰਠ „ ਦ౅दऌॊଲષ‫؞‬१‫ش‬অ५ध‫ؚ‬਍৒৓ऩ१উছॖॳख़‫ش‬থ੦ೕ॑઀୹घॊ ঺ভ „ ৈ২ऩ௧୅ੇૐ੮॑஄ਛघॊয౫఼৷‫؞‬୘ਛউটॢছ঒॑ਘ৲घॊ ঃ‫ش‬ঃ५ध੆়घॊয৓ৱমਅറभ „ ঺৩ग़থ।‫ش‬४ওথॺ॑ৈीॊ ৈ২৲ „ ੓ਙ঺৩भః৷धણඩ॑௓ਤ

31. Slide 31: Closing message

    岴岵岼岿峨峑岝ਊ঺峙০ফ岝൉঵ఢফ峼ಶ岲峵岽峒岶峑岷峨峁峉岞 岽峘শํ峘෸ᑽ峙岝൉঵ৎ岵峳ಲഅ岿島峐岷峉岣੔ৄ嵣੔਄岤峘ಖઋ峼পજ峕峁峐岮峵岵峳峑岬峴峨峃岞 எ峉峋峘உೲ峕૴島峐岮峵峘峙岝஀ྜྷੱ岝崩嵋嵔嵛崠ಖઋ岝ঽ૓峔௯ଅ岝੔ഈ崐嵔崗崰嵕崳崗崡峢峘༃峴峑峃岞 崐嵔崗崰嵕崳崗崡঵ੀ峕岴岮峐崒嵛嵒嵤嵗嵛峘੫঵峼৯੐峁岝峲峴峲岮౞ਟ峘ৰਠ峕๾൴峃峵峒峒峬峕岝੅ਢ৓峔੫঵੼க峘਱঱峕 ౑峫峐峨岮峴峨峃岞 எ岵峳峘ହ৥峙ਰ঱峒峔峴峨峃岞岾஬ല岬峴岶峒岰岾峀岮峨峁峉岞

32. Slide 32: Company overview

    ૞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

33. Slide 33: Group companies and partners

    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$UURZ(OHFWURQLFV঺धീ઄লৱद 0DUXEXQ$UURZ86$//&॑ਝয় ૐ஋৚ଡ଼॑ব৔दੂीथୟো୿ਲ਼ স૕੍૲॑ী঺ख‫ؚ‬ ৪ব$UURZ(OHFWURQLFV঺ध ீધৢૹ॑ਝয় ീ઄লৱद

34. Slide 34: Group company locations

    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਎

35. Slide 35: 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 হ঵৔ઍ ㌣ ீધभَणभਃચُऋலোोऊैઈ৷ऽदইঝ१এ‫

36. Slide 36: Semiconductor business suppliers

    ॹংॖ५হ঵‫؟‬਌ਏ਄ඞःଲષ ‫ؙ‬ ‫ؙ‬ ઄଑৬ 㟁 Ꮚ 㒊ရ ‫ؙؙؙؙؙؙؙؙؙ‬ષ৯ ‫ؙؙؙؙؙؙؙؙؙ‬ષ৯ ,WHP ,WHP ॔ॼটॢ,& ওঔজ‫ش‬,& ঐॖॡটউট७ॵ१ ્৒৷ಥ,& ढ़५ॱ঒,& ਗ਼৕৖ષ ਗ਼৕ਃஓ जभ౎ ‫ؙ‬਌ਏலো੔ ఏ૆॔ॼটॢ‫ؚ‬७থ१‫ؚش‬ ইছॵ३গ‫ؚ‬ 038‫ؚ‬0&8‫ؚ‬ ढ़५ॱ঒‫ؚ‬ ॹॕ५উঞॖ‫ؚ‬਷အஷ৿৕‫ؚ‬ ,R7ਃஓ‫ؚ‬ ঃড‫ش‬१উছॖ‫ؚ‬঎‫ॻش‬3&‫ؚ‬ ‫॔ ؙ‬ঝই॓ঋॵॺದ $663‫ؚ‬/(' 6XSSOLHUV ॹॕ५ॡজ‫ॺش‬ '5$0 '63 $6,&‫)ؚ‬3*$ ॥

37. Slide 37: ICT solutions business suppliers

    ९জগ‫ش‬३ঙথহ঵‫؟‬਌ਏ਄ඞःଲષ ী৙‫ؙ‬ ਌ਏૹષ ਌ਏலো੔ ICT 䝋䝸䝳䞊䝅䝵䞁䚷ICT Solutions 0LFURFKLS7HFKQRORJ\‫ؚ‬6SLUHQW&RPPXQLFDWLRQV‫ؚ‬+8%(568+1(5 ,&7९জগ‫ش‬३ঙথ 5)‫؞‬,3ৢਦ‫ؚ‬ୋయ೾ਜ਼‫ॺॵॿؚ‬ড‫ش‬ॡ৊਋‫ؚ‬७य़গজॸॕ‫ؚ‬,R7 3RODWLV‫&ؚ‬RKHUHQW‫&ؚ‬DOQH[6ROXWLRQV‫ؚ‬3&7(/‫ؚ‬$FFHGLDQ‫ؚ‬5DQSODQ :LUHOHVV‫ؚ‬%ULVWRO,QVWUXPHQWV‫ؚ‬6HSWHQWULR‫ؚ‬3HQGXOXP

38. Slide 38: Quarterly sales by segment

    ঵ౚ஛઄਋௓୎‫ॹق‬ংॖ५হ঵‫؟‬ષ৯શਲ਼঱ৈ‫ك‬ ‫ق‬௲ਐ৞‫ك‬ 49,291 49,383 49,969 43,261 8,585 43,901 9,018 40,910 11,502 ుࢢ෨඾ 3,033 8,182 35,409 10,073 35,757 ΩηνϞIC 7,042 10,787 4,700 2,633 ಝఈ༽౏IC 767 8,053 Ϝ΢έϫϕϫιργ 9,945 17,461 2,811 ϟϠϨʖIC 15,425 14,122 14,084 13,982 3,375 2,469 ΠψϫήIC 11,483 2,092 9,641 8,810 1,855

39. Slide 39: ICT solutions quarterly sales

    ঵ౚ஛઄਋௓୎‫ق‬९জগ‫ش‬३ঙথহ঵‫؟‬ષ৯શਲ਼঱ৈ‫ك‬ ‫ق‬௲ਐ৞‫ك‬ 1,291 105 1,100 32 AIʀϫϚτΡέη 715 ICTλϨϣʖεϥϱ 20 597 1185 49 507 478 1,067 12 21 320 330 694 16 20 548 456 495 304 309 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2023೧3݆‫غ‬ 2024೧3݆‫غ‬ © 2024 MARUBUN CORPORATION মৱમउ਄ඞः঱भओିਔ মৱમप੶ൗऔोथःॊ঵ౚ੒୳ಉभలਟपঢ়घॊ੶஽म‫ؚ‬ਊ঺ऋਠ૔োুखथःॊੲਾ఺ल ়৶৓दँॊधਖ਼

Marubun — FY2023 Earnings Presentation on 6ix