Q What market trends are most closely linked to the 20222023Daisuke KiiExecutive Officer Executive General Manager,Converted Products Operations,Business Administration Div.202420252026Converted Products Operations17.717.112.520.120.518.1Business Strategy (Main Initiatives in Medium–Term Business Plan LSV 2030-Stage 2) Enhancement of overseas deployment of casting paper for synthetic leather Sales growth for casting paper for carbon fiber composite materials Development of new, early-stage products Promotion of environmentally friendly productsQ&A in Response to Frequently Asked Questions from Investors performance of Converted Products Operations?A The answer differs by product category. General release paper for adhesive products tends to track with the market conditions of LINTEC’s Printing & Variable Information Products Operations and Industrial & Material Operations, as it is often used in similar applications. Release paper for electronic materials and release film for optical-related products are linked to the market for smartphones and PCs. For example, demand tends to increase when multiple new smartphone models are released. Casting paper for synthetic leather is influenced by production trends in sectors such as sports footwear and automobiles, while casting paper for carbon fiber composite materials is tied to demand in the sports and leisure industries as well as increases in aircraft production.Featured TopicStepping Up Efforts to Meet Environmental NeedsAs part of the long-term vision’s emphasis on reducing atmospheric emissions of volatile organic compounds, we are focused on expanding proposals and the adoption of solventless release paper, which does not use organic solventless manufacturing. We are working toward 100% of our release paper being solventless by 2030. Meanwhile, amid rising demand for plastic alternatives, this business operation is developing and promoting glassine-based release paper that achieves high smoothness without polyethylene lamination.(Fiscal years ended / ending March 31) Review of the Fiscal Year Ended March 31, 2025In the fiscal year ended March 31, 2025, demand for release paper used in adhesive products was sluggish, and casting paper for carbon fiber composite materials used in aircraft also faced weak performance due to production adjustments in the aerospace sector. On the other hand, release paper for electronic materials and release film for optical-related products performed well, particularly in high-end smartphone applications. In addition, with the recovery of the automotive market, casting paper for synthetic leather used in vehicle interior seats also remained strong. As a result, sales for this business operation exceeded those of the previous fiscal year overall. Strategic Direction for the Fiscal Year Ending March 31, 2026Although market trends remain uncertain in the fiscal year ending March 31, 2026, we will continue working to improve profitability by flexibly responding to customer needs while increasing sales volume and reducing costs. A new coating machine is scheduled to begin operation at the Komatsushima Plant in September 2025. This will support the global expansion of casting paper for synthetic leather, drive the development of new products, and boost our market share through initiatives such as expanding sales of casting paper for carbon fiber composite materials, where demand is expected to grow in the aerospace sector. We will also continue promoting environmentally friendly initiatives, which include advancing the solvent-free manufacturing of release paper and eliminating polyethylene lamination (depolymerization), key long-term themes aimed at enhancing our environmental performance.Net Sales¥ Billion25.00(Forecast)45
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