Resonac Holdings Cp U/Adr (SHWDY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for your time today. I'm Takahashi, CEO of Resonac Holdings Corporation. I'll explain the progress of Resonac's vision and our initiatives for future growth. Today, I will talk about these five points. Let me start with Resonac's vision. In 2022, we announced a long-term vision, and we have been advancing key strategies shown there, particularly promoting the structure reform through selection and focus. To strengthen our business's earning power, we shifted to capital-efficient management, exiting and restructuring unprofitable businesses while executing our strategy through aggressive investment in growing semiconductor field, co-creation innovation, and talent and cultural transformation. Through these ongoing efforts, we have steadily built our foundation to achieve the improved profitability and enhanced growth potential. Based on the portfolio reforms we have advanced so far, we determined to position semiconductor and electronics materials at the heart of our business. Going forward, we will shift our focus from a phase centered on structural reform to phase two, where we realize growth as concrete results, aiming to become a global top-tier functional material company. Our vision is to achieve an EBITDA margin of 20% and the multiple of 15 times with semiconductor and electronic material segment, accounting for over 50% of our business structure within total sales exceeding 1 trillion yen. Our purpose is to change society through the power of chemistry. As we transition to Phase 2, we have updated the vision we set in 2022, incorporating social demands and discussion from both top-down and bottom-up perspectives. We aim to co-create to realize a more sustainable planet and a society where people can live happier lives, endeavoring to becom...