Sumitomo Bakelite

Next, I would like to explain the second half of the March fiscal year in 2025. Next. This is the report from last year. compared to the previous year. Sales, business profits, business profits, and trade profits, we were able to overcome all of them in the previous year, and I think this is one of the best figures in the past. These are semiconductor-related materials, high-performance plastics centered on phenol, as well as quality of life. These are the numbers of sales and business profits in these three sections. In the past year, we have been able to produce more and more sales and profits in these three sectors. Regarding the semiconductor industry, Taiwan did not do well, but China did well. This is still the case. As for the high-function technology, it was a little better last year because it was too bad. We still have a long way to go to earn a lot of profit, but we have made more progress than last year. In terms of quality of life, we continued to extend both medical and film seats last year. I think this is the result of this year. Next, please. This is a graph of sales revenue. In conclusion, it sold more than last year. That's all. Next, please. In terms of profits, we have a profit of about 3 billion yen. This is a lot of profit from the number of sales. Unfortunately, the fixed cost has been increased due to semiconductor and high-end plastics. Regarding this, As for Bakelite, we did a bear and raised the interest rate, so the fixed cost was reduced to a fixed cost increase. This is the result of the increase of 3 billion yen. Next, please. Next, please. We haven't changed the number from the initial announcement. We want to make 3,090 billion yen, no matter what. I don't know what will happen to the president of the United States, and I don't know what will happen to him. I believe that no one can predict what will happen tomorrow. Among them, we will do our best to achieve 3,000 to 3,000. It may be just our spirit, but we are moving forward as a single eye. The target value of each segment is the difference of this 3,000, as shown in this bar graph. It is a structure that extends the semiconductor quite a bit. Next, please. I would like to give back as much as possible to the shareholders. However, I have not changed the number of shares I have established. It is 45 yen plus 45 yen. This means that we will be paying 90 yen per share. From 2021 to the forecast for March 25, we will be paying 90 yen per share. We have divided the amount into two parts, so it seems that there are no misunderstandings. However, since 2021, we have been raising the disbursement fund. Next, please. As for the integration of paper machines and paper machines in each segment, I would like to talk about the semiconductor industry. In terms of the semiconductor industry, the chart on the upper left shows the number of sales and profits compared to the number of sales and profits compared to the number of sales and profits compared to the number of sales and profits compared to the number of sales and profits compared to the number of sales As I mentioned earlier, the Chinese market is very good. The number of electric vehicles has decreased, but the mobility of the three products, plus one, which we are talking about, can be used even as a hybrid, so it is not affected by such a significant decrease in EVs. I think it's very important. Next, AI. will continue to grow. We want to extend the H-AI semiconductor, the cutting material, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI semiconductor, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as H-AI Computer, such as Also, as you can see in the picture, the second line of Taiwan's new factories and the first line of Taiwan's new factories and the first line of Taiwan's new factories were almost completed. It takes a long time to identify the customers, so we are working on it in a planned manner. We are working hard to provide the necessary mass production. I would also like to emphasize that we are strengthening the external industry for the development of next-generation device materials. I don't want to make a big deal out of it, but I would like to say that we are working with worldwide customers, universities, and research institutes. We are working with them in collaboration, and they are helping us. We are working with them in collaboration, and they are helping us. We are working with them in collaboration, and they are helping us. Next, please. In particular, the power semiconductor and the AI semiconductor. If you look at the picture, this is our product, or the product we are aiming for. This is what is written here. and further develop it. I am sure that both markets and markets will continue to grow, so I think this is an indispensable tool for us. Next, we will move on to high-performance plastics. This is not the only place where we have reached 50%. with a profit of 42%. First of all, the KAMIKI company's sales have returned significantly. One of the reasons is that the MZ company in Asia has recovered. The aircraft was in very good condition, but as you know, the incident caused a lot of damage. There are about 70% of orders coming in, so it's not like it's going to be zero. When you look at the newspapers, there are misunderstandings that seem to have completely stopped, but it seems that about 70% of orders are coming in. As well as the Shungoku aircraft, we have been recognized as Tier 1 by Airbus as well, so we are now making the aircraft for Airbus. This will expand the business of the aircraft itself. There are many kinds of aircraft, but in the future, we think that it will be a market for right-handed improvement. The most important thing in high-end plastics is the second point, which is the improvement of profitability globally. and improve productivity with the help of robotics and IoT technologies. As you know, we are a company that has been in business for more than 70 years in Japan, but unfortunately we are moving in the direction of closing. We are still It's not written here, but it's a very important issue, especially in the U.S., especially in the U.S. It's a very important issue, especially in the U.S., especially in the U.S. It's a very important issue, especially in the U.S., especially in the U.S. It's a very important issue, especially in the U.S., especially in the U.S. It's a very important issue, especially in the U.S., especially in the U.S. The atmosphere is probably round. I think Asia is also round in terms of the region. Europe is triangular. The U.S. is xx. I'm talking about how to deal with the U.S. and how to deal with it. But if you look at the next page, there are a lot of good stories. It's a topic of high-end plastics. Electric vehicles, especially those with batteries, were originally used for heat dissipation, but since heat dissipation is needed for heat dissipation, phenols have already been used. They have started to be realized. We are looking forward to the possibility of using GATT in the sense of safety. As for the semiconductor, it is a power module. This is one of our major targets, and we have been working on the Power Module for a long time. We are not the only company that is working on the Power Module. Even though we have been working on the Power Module for a long time, the role of the high-functional power module is still the same. We need electronic materials such as fuel and solid fuel, but we need to make sure that we have a high-performance plan for the station. We still need to polish the technology, but we need to make sure that we have a high-performance plan This is one of our targets. As I have said many years ago, thermal management is about how to get rid of heat, especially in electric cars. We also decided to hire a large tier 1 company. We want to expand this business worldwide. This is probably a new thing that high-performance people have added. It's probably a chiropractor, but it's a very unique product of Bakelite. I would like to mix it so that it doesn't lose its name. I'm going to do it because there's a lot of talk about it. The aircraft I mentioned earlier. Not only Boeing, but also Airbus. And lastly, environmental materials. We are aiming for the development and realization of the research and development of super-low monofluorescence, rare phenols, and rare formalin. Next please. The quality of life is relatively good. There are two industrial products in paper machines and film sheets. This is a cover tape, which wraps the semiconductor and is attached to the carrier tape. In the semiconductor industry, we have the world's number one share, and this has been recovering. Until now, the electronic material-based film sheet has been recovering, so the entire film sheet has been expanding quite smoothly. For industrial equipment, the sales of paper boards and laminated boards were also high. However, what we are thinking about is a plate that is even more functional. For example, a single pair of sunglasses can be changed, or a head-up display. We are now trying our best to convert the portfolio into something that is more valuable by adding a coating and adding additional value to it. It's all valuable, but it's more valuable because you can't live without a sheet of paper. I would like to continue to do things in a more positive way. These are the topics of the health care and the third stage. As for the health care, we have acquired Kawasumi-Kagaku, and we are doing well. We have not reached 100 points yet, but we can say that we have achieved I think that's how we came up with the synergy. In particular, we put a lot of effort into the old bake and the old leather. It's a combination of stents. That's what I'm writing here. I don't think you can clearly see the development of the MPS device below. In the end, we are in an era where animal experiments are no longer possible. So what are we going to do? Here we have a plate that looks like a chalet. We are going to put artificial cells made from iPS and liver cells that are sold on the market. For example, it can be used to make medicine without using animals. It is a worldwide technology. We are paying attention to it, so we want to bring it to our superiors as soon as possible. We are aiming to sell it in the middle of 2025. I think we will be able to do that next year. On the right side of the industrial equipment, as I mentioned earlier, we are going to change the eyewear, head-up display, non-halogen seat, and portfolio. That's all I have to say. Thank you very much for listening.