Investor RelationsEngagement with Shareholders and Investors

Overview of Shareholders Engaged in Dialogue

For the one-year period from August 1, 2024, to July 31, 2025

For Institutional Investors and Analysts
　* 103 one-on-one meetings (86 domestic, 17 overseas \*)
　　Simplified Chinese *Regions are calculated based on the location of each investor.
　　Available formats include individual visits, in-person meetings, online sessions, and telephone consultations.

　 　Online Earnings Results Briefings for Institutional Investors and Analysts: Twice yearly (via Zoom Webinar; Interim in March, Fiscal Year-End in September).

For Individual Investors
　Annual Post-Shareholders' Meeting Corporate Briefing: Held once a year in October.
　A shareholder survey was conducted in the 45th Annual Report (October 2024), with the results subsequently published in the 46th Interim Report (April 2025).
　We conducted a shareholder survey for the 46th Annual Report (October 2025), with the results scheduled for future publication.
　Hosted a corporate briefing for individual investors in October 2024.
　Managing inquiries from individual investors via telephone and email.

Key Dialogue Themes and Shareholder Matters of Interest

Business Model
Growth Potential, Technological Trends, and Applications in Non-Silicon and Compound Semiconductor Markets
Impact of expanding demand for AI semiconductors
Strategic Priorities and Progress Status
Simplified Chinese: Regarding the New Medium-Term Management Plan (FY47–FY49)
Operating Structure and Key Business Partners
Advancing Next-Generation Solutions: Emerging Trends in Atomic Layer Etching (ALE) and Cryogenic ICP Etching Technologies.
Production Infrastructure and Key Suppliers
Product Lead Times
Current status of price pass-through in response to soaring raw material and energy costs.
Strategic capital expenditure and R&D investment initiatives.
Advancing global expansion while navigating diverse geopolitical risks.
Exchange Rates and Foreign Exchange Sensitivity
Pioneering Strategic New Business Initiatives
Driving operational excellence through business process optimization.
Sustainability (ESG Committee Activities)
Initiatives to Realize Management Conscious of Stock Price and Cost of Capital
Shareholder Returns and Dividend Policy

Case studies of engagement where insights were gained from shareholders or shareholder understanding was achieved through explanations by management.

Insightful Dialogue
As a specialist in B2B niche markets, we recognize the critical need for clear, accessible documentation that simplifies complex technical concepts.
We are refining the structure and content of our financial results briefing materials to provide more comprehensive information each quarter.

Case studies of dialogues where shareholder understanding was secured through explanations by management and other key personnel.
During one-on-one meetings with institutional investors and other stakeholders, the President and CEO attends as necessary to facilitate engagement. By providing updates on our corporate profile, cutting-edge technologies, applications, and customer insights, we have fostered a deeper understanding of our company.
Following the Annual General Meeting of Shareholders, we host an annual corporate briefing titled "Current Status and Future Development of Our Business" to provide a deeper understanding of our strategic direction. At these sessions, the President and Representative Director presents our corporate profile, management policies, and business plans directly to shareholders, followed by a dynamic Q&A session.

Status of feedback provided to management and the Board of Directors regarding shareholder opinions and concerns identified through engagement.

Information is shared primarily with the executive team and management through President & COO Tsukasa Kawabe, who oversees the Corporate Planning Department, at Board of Directors meetings, Executive Committee meetings, and daily morning briefings, with feedback provided to IR personnel as necessary.

Incorporating insights from our dialogues and subsequent feedback.

In addition to financial results summaries and notices of convocation, we provide simultaneous English translations for all timely Japanese disclosures.
Developing presentation materials for investor briefings that articulate our business operations with clarity and precision.
Beyond enhancing our infrastructure for online interviews via platforms such as Zoom, we have proactively expanded our engagement with institutional investors. Meetings are conducted with the participation of the President and Representative Director as required.
We enhance accessibility for institutional investors and analysts by conducting financial results briefings online via Zoom Webinars.
We conducted in-person interviews primarily for institutional investors and analysts at our exhibition booth during SEMICON Japan, a major domestic trade show held at Tokyo Big Sight.
Resuming in-person office visits and face-to-face interviews with institutional investors and analysts, which had been interrupted by the COVID-19 pandemic.
To enhance engagement with our shareholders, we conducted a survey of existing investors via our 45th Annual Report (Shareholder Letter) and subsequently published the results in our 46th Interim Report (Shareholder Letter).
To address the strong demand from institutional investors for the timely dispatch and disclosure of convocation notices, we will issue the notice for the 46th Ordinary General Meeting of Shareholders in October 2025 twenty days prior to the meeting. Furthermore, the notice will be made available on our corporate website and other platforms twenty-six days before the event, ahead of the physical mailing.
・第44期 Beginning with the 44th Annual General Meeting of Shareholders, we have implemented an electronic voting system accessible via PC, smartphone, and mobile devices, in addition to traditional mail-in ballots, to enhance convenience for shareholders exercising their voting rights.