Resonac Holdings Corporation · TSE:4004
Resonac — Investor Presentation (February 2026)
31 slides from Resonac's investor presentation, Feb 13, 2026
Slide 1: Co-creative Chemical Company – Phase 2
“Co-creative Chemical Company” Becoming a world-leading functional chemical manufacturer - Phase 2 - Hidehito Takahashi President & CEO Resonac Holdings Corporation February 13, 2026 ©Resonac Corporation All Rights Reserved. 1
Slide 2: Resonac's Vision
1 Resonac’s Vision Shaping our Growth Trajectory: 2 Optimizing Business Portfolio Optimization Expanding our Growth Footprint: 3 Co-Creative Innovation to Advance Semiconductor Materials Supporting our Growth Initiatives: 4 Fostering a Culture of Co-Creation and Employee “Happiness” 5 Capital Strate
Slide 3: 2022 Long-Term Vision: Progress and Current Position
2022 Long-Term Vision: Progress and Current Position Establishing our pathway for structural reform through strategic focus Drive a profitability- and growth-oriented business portfolio 2025 2025 2025 ¥1.3 tn 15.1 XX%% 2.3x Target Target Target exceeding exceeding ¥1tn 20% 1x Revenue EBITDA Margin P
Slide 4: Value Creation Through Portfolio Transformation
Value Creation Through Portfolio Transformation Position Semiconductor & Electronics Materials at the Heart of our Business Transition to the Next Stage - Achieve Sustainable Growth for the Future 2025 Actual EBITDA Margin 15.1% Target 2022 Actual 2023 Actual EBITDA(%) 12.2% 8.2% 20% Multiple 15x (E
Slide 5: Purpose and Vision
Purpose Vision We co-create to realize a more sustainable planet and a society where people can live happier lives, endeavoring to become a Can compete with Contribute to Serve as a leading company in leading global a sustainable co-creative talent companies global society development ©Resonac Holdi
Slide 6: Drive Growth, Driven by Our Materiality
Drive Growth, Driven by Our Materiality Across three domains: Business, Innovation, and Culture “Shaping Trajectory, Expanding Footprint and Supporting Initiatives” for our Sustainable Growth. Materiality 1 Materiality 2 Materiality 3 Strong business foundation Create social value through Build a cu
Slide 7: Resonac's Vision: Optimizing Business Portfolio
1 Resonac’s Vision Shaping our Growth Trajectory: 2 Optimizing Business Portfolio Expanding our Growth Footprint: 3 Co-Creative Innovation to Advance Semiconductor Materials Supporting our Growth Initiatives: 4 Fostering a Culture of Co-Creation and Employee “Happiness” 5 Capital Strategy for Sustai
Slide 8: "Shaping" growth with the power of chemistry
Driving Refining the functional performance of Co- Creating new value for the future our materials creation Next-Generation Advanced Basic Chemicals Functional Design Mobility Semiconductors Semiconductor & Chemicals Innovation Materials Mobility Electronic Materials Supporting daily life and social
Slide 9: Chemicals segment: Collection and recycling
Semiconductor & Electronic Chemicals Innovation Materials Mobility Materials Supporting people’s daily lives and social infrastructure in the Tokyo metro area We Promote plastic chemical recycling and carbon neutrality 2025 Actual Key Elements for Growth-Driven Business Model Segment Revenue: ¥174.4
Slide 10: Innovation Materials segment
Semiconductor & Electronic Chemicals Innovation Materials Mobility Materials Enhancing the functional value of our materials We pioneer new application areas and lead growth markets, including advanced semiconductors 2025 Actual Key Elements for Growth-Driven Business Model Segment Revenue: ¥92.2 bn
Slide 11: Mobility segment: solution-driven business model
Semiconductor & Electronic Chemicals Innovation Materials Mobility Materials Shifting to a solution-driven business model We create greater value in “Acceleration, Handling, and Braking” through the power of chemistry 2025 Actual Key Elements for Growth-Driven Business Model Segment Revenue: ¥178.4
Slide 12: Semiconductor & Electronic Materials segment
Semiconductor & Electronic Chemicals Innovation Materials Mobility Materials Solution proposals driven by chemistry and device insight We accelerate the development of advanced devices as a leading semiconductor materials company 2025 Actual Key Elements for Growth-Driven Business Model Segment Reve
Slide 13: AI-Driven Growth Opportunities in Advanced Packaging Materials
AI-Driven Growth Opportunities in Advanced Packaging Materials Generative AI and advanced packaging technology drive demand for back-end materials AI-related back-end materials: 25–50% CAGR expected Advancement in Generative AI Rising Packaging Requirements Value technology Enhancement Growth in Ris
Slide 14: Co-Creative Innovation to Advance Semiconductor Materials
1 Resonac’s Vision Shaping our Growth Trajectory: 2 Optimizing Business Portfolio Expanding our Growth Footprint: 3 Co-Creative Innovation to Advance Semiconductor Materials Supporting our Growth Initiatives: 4 Fostering a Culture of Co-Creation and Employee “Happiness” 5 Capital Strategy for Sustai
Slide 15: Leading the market and expanding growth in advanced semiconductor materials
Technology Value Customer Value Our Technology Advancing Our Close Partnerships Unlocks the Future Co- Build trust creation Customer Process Rapid Validation & Proactive Market Agility to Change Insight Proposals Intelligence Our technologies and partnerships evolve through co-creation Leading the m
Slide 16: Sustainable Advantage Through Change-Resilient Capabilities
Sustainable Advantage Through Change-Resilient Capabilities Anticipating next-generation needs and leading the market through change Resonac as a Sustainable Partner in Semiconductor Materials Through Flexible Co-Creation. Create the Next Technology Development Based on Precise Evaluation and Captur
Slide 17: Packaging Structure-Based Solutions Through Advanced Semiconductor Materials
Packaging Structure-Based Solutions Through Advanced Semiconductor Materials and Evaluation Platforms With a broad product portfolio and world-class evaluation capabilities, We anticipate customer needs and proactively develop next-generation materials Our W/W Share PSC Products No.1 ※ Support Wafer
Slide 18: Generative AI demand and GAFAM influence reshaping the market
Generative AI demand and GAFAM influence are reshaping the market. We capture real-time customer needs to accelerate R&D of back-end materials. Gen AI-Driven Semiconductor Market GAFAM-Led Adoption Decision Process ($B) 1,158 Data Centers (e.g.) 1,037 Google, Apple, Meta, Amazon, Microsoft 932 Perfo
Slide 19: Accelerate advanced packaging innovation with panel-phase prototypes
27 Companies Spanning Semiconductor Materials, Equipment, and Design Tools Accelerate advanced semiconductor packaging innovation with our panel-phase prototypes 1 APLIC 2 Packaging Solution Center Advanced Panel Level Interposer Center Packaging Solution Center Fabrication of 8–12 reticle interpo
Slide 20: Fast R&D Cycles Powered by Our Technology and AI/MI
Fast R&D Cycles Powered by Our Technology and Growing AI/MI Market Demand Accumulated technology and AI/MI-literate talent drive development excellence. Our advanced analytics capability accelerates the development of next-generation semiconductor materials. Core Multi-Layered, Multi-Dimensional Acc
Slide 21: Fostering a Culture of Co-Creation and Employee Happiness
1 Resonac’s Vision Shaping our Growth Trajectory: 2 Optimizing Business Portfolio Expanding our Growth Footprint: 3 Co-Creative Innovation to Advance Semiconductor Materials Supporting our Growth Initiatives: 4 Fostering a Culture of Co-Creation and Employee “Happiness” 5 Capital Strategy for Sustai
Slide 22: Fostering a culture of co-creation
Practice Enhance Our Purpose and Values Fostering Employee “Happiness” Co- creation Fostering a culture of co-creation “Supporting” employee growth to unlock greater potential. ©Resonac Holdings Corporation All Rights Reserved. 22
Slide 23: Engagement Score: Toward the Next Growth Phase
Toward the Next Growth Phase Co-creation becomes our corporate foundation through the consistent practice of our Purpose and Values Rising engagement metrics show that our culture is taking root Engagement Score 54% 54% 57% 60% Purpose & Values Purpose & Values Purpose & Values Purpose & Values Empa
Slide 24: Initiatives to embed our Purpose and Values
Initiatives to embed our Purpose and Value Unlocking the potential of our employees and organization through self-suffiency and co-creation. Fostering a culture of value co-creation through learning, dialogue, and challenge We uncovered common Our challenge opened up We can freely choose It really e
Slide 25: Expression of Culture of Co-Creation and Employees' Wellbeing
Expression of Culture of Co-Creation and Employees’ Wellbeing Support physical and mental health and “Happiness” at work. Connecting with colleagues, growing together and experiencing genuine fulfillment at work Input Throughput Output Fostering a Co-Creation Human Capital Investment Culture and Emp
Slide 26: Capital Strategy for Sustainable Growth
1 Resonac’s Vision Shaping our Growth Trajectory: 2 Optimizing Business Portfolio Expanding our Growth Footprint: 3 Co-Creation Innovation Advancing Semiconductor Materials Supporting our Growth Initiatives: 4 Fostering a Culture of Co-Creation and Employee “Happiness” 5 Capital Strategy for Sustain
Slide 27: Strengthening Our Growth Foundation: Portfolio Transformation
Pursuing our Portfolio Transformation Strategic Focus to Enhance Capital Efficiency Strengthening Our Growth Foundation Fitness 2021 11 Business Divestments For ～ (Total Value: ¥200+ Billion) strategy 2024 Continuously ・ Resonac Packaging - Food packaging materials Review and ・ Clean-S Showa Reshape
Slide 28: Building Stronger Cash-Generating Capabilities to Drive Growth
Building Stronger Cash-Generating Capabilities to Drive Growth Assessing our businesses against market conditions, we pursue a more focused and optimized portfolio. Executing Portfolio Reform to Maximize Corporate Value with Greater Credibility ■Our business portfolio vision ■Steps to implement More
Slide 29: Capital Policy: Balancing Growth and Shareholder Returns
Capital Policy : Optimizing the Balance Between Growth and Returns for Shareholders Execute our capital policy to achieve a 10% ROIC. Balancing Growth Investment and Returns for Shareholders to Achieve Sustainable Value Creation ■Growth-Driven Capital Policy Cycle ① Capital Allocation Policy • Proac
Slide 30: Resonac – Chemistry for Change
IRESONAC Chemistry for Change
Slide 31: Disclaimer
Disclaimer Statements in this material regarding the Company’s future performance, including forecasts and outlooks, are based on information available to the Company as of the date of release of this material and on assumptions as of the same date concerning uncertain factors that may affect future
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