Message from the President and CEO

In 2021, we announced the Lintec Sustainability Vision 2030 (LSV 2030), which clarifies our long-term vision for where the Group wants to be in 2030. Setting milestones on the road to achieving this vision, we formulate and implement medium-term business plans every three years. We marked the first year of the second milestone business plan, LSV-2030-Stage 2, in the fiscal year ended March 31, 2025 by revising our full-year consolidated performance forecast upward in light of the rising volume of sales of semiconductor and electronic component-related products as well as adhesive products for seals and labels in the United States. In addition, we increased our interim dividend and forecast for the annual dividend and resolved to pursue share buybacks in February 2025 with an eye to further enhancing shareholder returns and improving capital efficiency.

In the current fiscal year (ending March 31, 2026), the second year of Stage 2, we aim to maintain the strong and robust performance of the previous year while achieving new heights. By accelerating the pace of growth and transformation, we will continue becoming more unshakable and resilient no matter the business environment. To achieve the business targets we have outlined for the final fiscal year of the plan (ending March 31, 2027), including operating profit margin and return on equity (ROE), we will continue to aggressively invest in growth businesses, improve both asset and capital efficiency, and optimize our business portfolio, with the end goal of consistently achieving a PBR of over 1.0.

In addition, we will continue to strengthen our ESG-conscious sustainability management, such as promoting work-style reform and environmentally oriented adaptation aimed at realizing decarbonization and a circular economy. Furthermore, we are striving to create new products and businesses that will serve as pillars of growth as we strengthen the corporate structure through process innovation using digital transformation (DX) with the aims of enhancing corporate value and realizing a sustainable world. I would like to thank our shareholders and investors for their continued support in the years ahead.