Screen Holdings Co., Ltd TSE:7735
SCREEN : Excerpts of Slides from the Business Report and Distributed at The 84th Ordinary General Meeting of Shareholders
Source: MarketScreener
June 20, 2025
Excerpts of Slides from the Business Report
Distributed at the Ordinary General Meeting of Shareholders
84th
Ordinary General Meeting of Shareholders
Innovation for a Sustainable World
June 20, 2025
SCREEN Holdings Co., Ltd.
FY2025/03 business environment: Global Economy
Interest rates remained high, especially in the United States
Weak real estate market in China caused concerns about economic downturn
General trend toward recovery
Impact of U.S. trade policy
Outlook remains unclear
SCREEN Holdings Co., Ltd.
FY2025/03 business environment
Growing importance of energy-efficient, high-speed semiconductor development, including
Miniaturization
Heterogeneous integration
to support the expansion of generative AI applications and DX
Investment in advanced logic and memory remained strong
SCREEN Holdings Co., Ltd.
Semiconductor industry
FY2025/03 business environment
China: Investment in mature nodes picked up
Taiwan: Investment centered on AI expanded
FPD industry
Display demand began to recover
Investment appetite from panel manufacturers picked up
SCREEN Holdings Co., Ltd.
FY2025/03 consolidated earnings
Single wafer cleaning equipment market share expanded significantly, driving higher earnings
Earnings improved significantly in the display production equipment and coater business
Net sales
YoY
¥625.2 bn
(Billions of yen; truncated)
Operating income
YoY
23.8%
¥135.6 bn
44.1%
Fourth consecutive year of record highs
Ordinary income
¥138.2 bn
SCREEN Holdings Co., Ltd.
YoY
46.7%
¥99.4 bn
YoY
40.9%
Profit attributable to owners of parent
Issues to address
FY2025/03 - FY2027/03
Concept
Further enhance our presence through the growth of each individual and by enhancing competitiveness as a solution creator
SCREEN Holdings Co., Ltd.
Medium-term management plan Value Up Further 2026
Issues to address
Maintaining the profitability and efficiency improvements of Value Up 2023
A three-year period for
For more solid growth
enhancing business foundations to support long-term growth
Business growth strategies
Shared strategies
Business foundation enhancement strategies
Enhancing corporate value
SCREEN Holdings Co., Ltd.
Main initiatives of Value Up Further 2026
Business growth strategies
High
Growth
Investment
Growth investment
Growth investment
Growth investment
Portfolio strategy
Visualizing the condition of each business
Business structure reinforcement and transformation
Restructuring Stable
ROIC
Low
High
SCREEN Holdings Co., Ltd.
Net sales growth rate
Main initiatives of Value Up Further 2026
Business growth strategies
FY2025/03-FY2027/03
R&D
¥110.0 bn
Investment capital
Operating CF + R&D expense allocation +
cash on hand
SPE/GA
Implement M&A in focus areas to enhance profitability and efficiency
CAPEX
¥100.0 bn
Strategic
¥360.0 bn investment
¥80.0 bn
Dividends
¥70.0 bn
Established the Strategic Investment Department
Began considering the allocation of
¥80.0 bn in strategic investment to
enhance the business portfolio
SCREEN Holdings Co., Ltd.
Main initiatives of Value Up Further 2026
Business growth strategies
Announced a plan to establish an overseas R&D site to reinforce semiconductor-related elemental technology and product development
Enabling qualitative assessment of cutting-edge devices
Cleaning
Annealing
Starting elemental technology development earlier
Advanced packaging
Shortening equipment development
SCREEN Holdings Co., Ltd.
Greater added value
Stronger product competitiveness