Tdk Corporation · TSE:6762

Tdk — Individual Investors Conference 2025

38 slides from Tdk's conference presentation, 2025

Slide 1: Individual Investors Conference (TSE: 6762)
202643 AHA (BAISENEAS rons sra$I—k : 6762 2025278
Slide 2: TDK
CEO 1966 9 10 1989 1995 TDK Electronics Europe 2003 TDK 2004 TDK Corporation of America 2006 TDK Electronics Europe … 2011 2013 GM 2013 2015 2015 2017 BC CEO CEO 2022 TDK ! 2026 3 Copyright © TDK Corporation, 2025. 2
Slide 3: +t Fy
+t Fy TOK irout#itcesu!
Slide 5: TDK at a glance
TDK 2025 3 90 ※ 90 % 90 % TDK Tokyo Denki Kagaku 1983 TDK Tokyo Denki Kagaku 2 2,048 10 5,067 2,242 22.7% 10.2% 11.5% 2,010 50.8% ※2025 12 7 2026 3 Copyright © TDK Corporation, 2025. 5
Slide 6: TDK
TDK ICT TMR ICT HDD ICT ICT MEMS ICT 5G / 7 MEMS MLCC
Slide 7: TDK
xEV (ER AH®) ~ ae BReTOT BHACRESHS ine <S HS Fy bg ST KRERS / / AFR] ABICARTS * . 7 2 « + ‘- Rie
Slide 8: No. No. No.
2025 3 25.4% 5,596 2.5% ⚫ HDD EMC 556 ⚫ ⚫ No. 1 No. 2 No. 1 No. 2 No. 1 50 60% 40 45% 45 50% 35 40% 35 40% 2 2,048 8.6% 53.4% 1,895 1 1,765 ⚫ ⚫ MEMS ⚫ ⚫ HDD 10.1% ⚫ HDD ⚫ 2,236 ICT 56.7% 22.0% 17.5% 3.8% 2026 3 Copyright © TDK Corporation, 2025. 8
Slide 10: New Business
RF devices for quantum computer New Business LN FCLM SpinPD ⚫ Photo acoustic SAW filter ⚫ glucose monitoring Thin-film RF Multilayer RF component Neuromorphic device InCellSense component Cardio-vascular monitoring Thin-film Motion sensor Plasma application Multi-layer inductor Edge AI VOC multi gas
Slide 11: Group Company acquisitions
1986 2005 2007 2016 2017 2023 Group Company SAE Lambda Magnecomp Tronics InvenSense Qeexo • HDD • • HDD • • • 2000 2005 2008 2016 2017 Headway ATL EPCOS Micronas ICsense • HDD • • • • ASIC Net sales 1935 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 2026 3 Copyright © TDK Corporation, 2025.
Slide 12: TDK United
”TDK United” ATL TDK Before 2000 After 2000 10 Micronas, InvenSense and more EPCOS Japan about 40% MPT M&A Original LAMBDA about 70% TDK Non Japan ATL about 60% Headway SAE TDK Original TDK 2026 3 Copyright © TDK Corporation, 2025. 12
Slide 14: TDK Transformations
TDK Transformations Ever!
Slide 20: Business portfolio management
▍ % Profit base Growing • 2 58% 14% 2 • Small capacity battery • MLCC • Film cap • TMR sensor • • Signal EMC Filters • Multi Layer Devices • FA solution • Medium capacity battery • Profit enhancement 5% • Temp sensor AI • Transformer Challenging Next generation 13% 5% Strategic restructuring • Magne
Slide 21: Investor Day, 1CBU Profit Base
Profit base Growing • 2024 5 Investor Day 27CBU※ Profit enhancement • 1CBU Profit Base 7CBU 19CBU Challenging Strategic Next generation restructuring ▍ HDD 1 ROA ROIC 27 19 2024 5 ROA ROIC 7 ※ 2026 3 Copyright © TDK Corporation, 2025. 21
Slide 22: KPI
KPI • 25 3 (27 3 ) 25.03 27.03 [ ] * 22,048 25,000 5% 10% ROE 9.5% 10% 15 ROA ROIC WACC 6.7% 7.0% 8% 12% 10.2% 11% 15% 51% 50% D/E 0.3 0.3 0.4 TME 68pt 75pt KPI 90% 80% ※ CO2 22.03 47.7% 23.3% 42.0% ※CO2 SBTi Scope1+2 CO2 153 /US$ 135 /US$ 135 /US$ 2026 3 Copyright © TDK Corporation, 2025. 22
Slide 24: AI Transformation
Profit base Growing • AI Profit enhancement • Challenging Transformation Strategic restructuring Next generation ▍ CAGR 25 30% • • • 26.3期 31.3期 • AI AI • AI • • ※ ※ 2026 3 Copyright © TDK Corporation, 2025. 24
Slide 26: FY25/3 to FY27/3
FY25/3 FY27/3 • CF 2024 5 2025 4 1,500 +2,500 1,000 1,500→ 1,500 1,034 CF 1,500→ CF 1,500 542 10,000→12,500 10,000 ROA ROIC 7,000→8,000 8,888 8% WACC7% 3,200 3,801 4,500 2,000 1,917 1,500 800 652 700 600 1,266 1,000 400 220 300 7,000 7,856 8,000 ※ 2026 3 Copyright © TDK Corporation, 2025. 26
Slide 27: ROIC by business
ROIC • ROA ROIC ▍ ▍ ROA ROIC 2025 3 2027 3 FY24/3 FY25/3 30% CAGR 22,048 25,000(5%) 5,596 CAGR 5-8% FY27/3 1,895 CAGR 8-11% 20% FY27/3 2,236 CAGR 8-11% 11,765 CAGR 2-5% R FY27/3 O 10% 10 FY25/3 10.2% 11.0% I C FY25/3 FY25/3 ROA ROIC 6.7% 8.0% 0% FY27/3 3.3% 15.0% 0.2% 8.0% -10% 1.0% 4.0% -5% 0% 5% 1
Slide 28: Dividends FY16/3 to FY26/3
• 30% 35% • ▍ 30.0 30.0 23.2 21.2 15.7 10.7 12.0 12.0 8.0 8.0 8.7 FY16/3 FY17/3 FY18/3 FY19/3 FY20/3 FY21/3 FY22/3 FY23/3 FY24/3 FY25/3 FY26/3 ※ 2024 10 1 1 5 ※2022 3 IFRS 2021 3 IFRS 2026 3 Copyright © TDK Corporation, 2025. 28
Slide 30: TDK United Report 2025
TDK United Report 2025 ▍ URL ▍ https://www.tdk.com/ja/ir/ir_library/annual/index.html https://www.tdk.com/ja/ir/ir_library/annual/index.html 2025 7 31 ▍TDK United Report 2025 TDK United 3 FCF • 1 TDK • 2 TDK • 3 TDK ▍ WICI GPIF GPIF 2 Gold Award 2024 2022-2024 3 2026 3 Copyright © TDK Corporation, 2
Slide 31: TDK Investor Day
TDK Investor Day ▍ ▍ URL 2025 9 1 15:30 17:00 Investors Meetings: https://www.tdk.com/ja/ir/ir_events/strategy/index.html ▍ TDK United ▍ CEO CHRO CTO Andreas Keller and More… 2026 3 Copyright © TDK Corporation, 2025. 31
Slide 33: Company overview data
2025 3 TDK TDK Corporation 1,672 [IFRS] TDK 105,067 103-6128 Baa1 A- 5 1 A+ R&I 1935 12 7 A−2 7,200,000,000 30 250 1,943,859,885 57,065 32,641,976,312 2 2,048 57,065 105,067 0.62 3.7 3.57 7.7 11.7 5.65 2.38 76.9 42.93 44.86 2026 3 Copyright © TDK Corporation, 2025. 33
Slide 34: Financial trends
▍ ▍ 224,192 92.1% 91.1% 91.1% 91.8% 91.9% 92.1% 92.2% 91.9% 91.2% 92.1% 208,660 2,500,000 200,000 2,180,817 2,103,876 2,204,806 166,775 168,827 172,893 167,161 2,000,000 1,902,124 145,099 150,000 131,298 124,687 1,500,000 1,381,806 1,363,037 1,479,008 107,823 111,814 114,187 1,152,255 1,178,257 1,27
Slide 35: ROIC, ROE, ROA trends
▍ ▍ ROIC ROE ROA 3,541,415 19.8% 47.7% 3,415,304 46.6% 3,147,027 43.3% 44.0% 43.4% 3,041,653 50.8% 3,000,000 40.6% 50.0% 46.3% 2,359,663 42.8% 13.4% 11.6% 1,905,209 1,992,480 1,943,379 9.7% 9.5% 2,000,000 1,664,333 1,707,332 1,800,070 9.2% 7.8% 8.5% 8.3% 1,450,564 1,458,446 7.4% 7.9% 1,300,317 6.7%
Slide 36: ESG indexes and external evaluations
▍ FTSE4Good FTSE Blossom FTSE Blossom JPX 150 Japan Sector Index Series Japan Index Relative Index Morningstar Japan MSCI ESG Leaders ex-REIT Gender Indexes ※1 ※2 ※2 Diversity Tilt Index ※1,2 THE INCLUSION OF TDK CORPORATION IN ANY MSCI INDEX, AND THE USE OF MSCI LOGOS, TRADEMARKS, SERVICE MARKS OR
Slide 38: (4 TDIK
(4 TDIK

TDK — Individual Investors Conference 2025 on 6ix

Tdk — Individual Investors Conference 2025

Slide 1: Individual Investors Conference (TSE: 6762)

Slide 2: TDK

Slide 3: +t Fy

Slide 4: TDK Venture Spirit

Slide 5: TDK at a glance

Slide 6: TDK

Slide 7: TDK

Slide 8: No. No. No.

Slide 9: TDK history

Slide 10: New Business

Slide 11: Group Company acquisitions

Slide 12: TDK United

Slide 13: Quality

Slide 14: TDK Transformations

Slide 15: TDK Value Structure

Slide 16: Copyright © TDK Corporation, 2025 .

Slide 17: TDK Transformation

Slide 18: ROA (ROIC)

Slide 19: ROIC and FCF progress

Slide 20: Business portfolio management

Slide 21: Investor Day, 1CBU Profit Base

Slide 22: KPI

Slide 23: TDK AI

Slide 24: AI Transformation

Slide 25: AI TDK

Slide 26: FY25/3 to FY27/3

Slide 27: ROIC by business

Slide 28: Dividends FY16/3 to FY26/3

Slide 29: TDK United Transformation

Slide 30: TDK United Report 2025

Slide 31: TDK Investor Day

Slide 32: Appendix

Slide 33: Company overview data

Slide 34: Financial trends

Slide 35: ROIC, ROE, ROA trends

Slide 36: ESG indexes and external evaluations

Slide 37: TDK

Slide 38: (4 TDIK