Q What is the outlook for Optical Products Operations, 20222023Satoru ShoshiExecutive Officer Executive General Manager,Optical Products Operations,Business Administration Div202420252026Optical Products Operations24.016.615.013.911.38.3Business Strategy (Main Initiatives in Medium–Term Business Plan LSV 2030-Stage 2) Rollout of optical display-related adhesive products New product development and sales growth for OCA for automobiles and other products Development of light-diffusing film Development of barrier film Sales expansion for surface processing optical filmQ&A in Response to Frequently Asked Questions from InvestorsA In June 2024, we dissolved our consolidated subsidiary in South Korea, followed by the dissolution of our subsidiary in Taiwan in September of the same year. As a result, from the fiscal year ending March 31, 2026, this business operation will be conducted solely on a standalone basis. With the dissolution of these subsidiaries, which had seen a sharp decline in orders and were struggling financially, we expect profitability to improve in the current fiscal year. We are also working to expand sales of our proprietary products in the Opteria series, including onboard optical clear adhesive sheets, light-diffusing film, and high- barrier film. By executing stronger sales initiatives for these products, we aim to drive future growth.Featured TopicProprietary Products, the Key to Profitability Improvement, Attracting Market AttentionHigh-barrier film, offered under the Opteria series, is drawing significant interest in the market. This business operation made its first appearance at neo functional material 2025, a trade show held in January at Tokyo Big Sight. We exhibited barrier film that pro-tects internal devices and substrates from degradation due to moisture vapor for use in next- generation solar cells (perovskite solar cells) and electronic paper, promoting our industry-leading barrier performance. The films are now in the final stage of evaluation for adoption in electronic paper applications, while propos-als for next-generation solar cell use are also underway.(Fiscal years ended / ending March 31) Review of the Fiscal Year Ended March 31, 2025In the fiscal year ended March 31, 2025, we dissolved our production subsidiaries in South Korea and Taiwan that had been engaged in polarizing film adhesive processing and shifted our business strategy by scaling down our LCD-related business to focus on higher-performance areas such as organic electroluminescence (EL) displays. On the sales front, light-diffusing film was adopted for organic EL displays for tablets and high-barrier film made progress toward adoption in electronic paper applications. Although there were several positive developments, the overall business environment remained challenging. To lay the groundwork for a substantial earnings recovery in the fiscal year ending March 31, 2026, we also worked on various cost-cutting measures and pricing negotiations to build momentum going into the next fiscal year. Strategic Direction for the Fiscal Year Ending March 31, 2026In the fiscal year ending March 31, 2026, we expect to see the benefits of new products introduced in the previous fiscal year, including increases in sales volumes and the effects of price revisions. We believe that the key to achieving our targeted profit recovery will be the expansion of sales of the Opteria series, optical functional materials that leverage our precision thin-film coating technology. We are focusing on three priority areas: increasing sales of light-diffusing film, achieving profitability from high-barrier film during the fiscal year, and expanding sales of optical clear adhesive (OCA) for automobiles. Although we have scaled back the polarizing film business, we will continue to maintain production and quality systems for our existing partners in the field of organic EL displays.Net Sales¥ Billion30.00(Forecast)which have been facing profitability challenges?43
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