Management Message

ALCONIX contributes to the realization of a sustainable society by creating value through both trading and manufacturing.

As we welcome the new fiscal year, I would like to express my sincere appreciation to all stakeholders involved with the ALCONIX Group for their continued support.

In 2025, marking the 25th anniversary of our MBO, we formulated our Purpose and Vision to demonstrate what value we deliver to society and how we achieve sustainable growth, and established our Long-Term Management Plan 2030 (hereinafter, “Long-Term Plan 2030”), a concrete growth strategy through the fiscal year ending March 2031 (FY2030).

In the first year of Long-Term Plan 2030, amid the normalization of VUCA^*1 conditions such as tariffs, geopolitical risks, and fluctuations in resource prices, we advanced efforts to build a foundation for the next stage of growth, centered on our “winning strategies” in the areas of semiconductors, mobility, and the circular economy. Our resource recycling yard, which opened in January 2025 in Kitakyushu City, Fukuoka Prefecture, is steadily expanding its operations. In addition, in October, Univertical, a Group company, opened a new plant in Anhui Province, China. In line with China’s move toward domestic semiconductor production, we are advancing the development of a supply base for plating materials. In addition, to improve management efficiency and pursue synergies, we began preparations in February 2026 for the integration of four Group companies within the trading segment.

*1: An acronym for “volatility, uncertainty, complexity, and ambiguity.”

In the new fiscal year, we will continue this policy and proactively implement measures to enhance corporate value. As part of this effort, we newly established a Recycling Division on April 1. At the same time, we will further strengthen our metal recycling business by advancing the development of a new yard utilizing approximately 20,000 square meters of land in Hanyu City, Saitama Prefecture. With regard to human capital, we will continue to promote initiatives centered on the “three keys” (compensation, education, opportunity), including wage increases, training, personnel exchange within the Group, health and productivity management, as well as the employee stock ownership plan and stock-based incentive programs. Through these initiatives, I hope that Group employees will be able to feel a sense of personal ownership in enhancing corporate value. In terms of governance, subject to approval at the 45th Ordinary General Meeting of Shareholders, we will transition to a Company with Audit and Supervisory Committee. To achieve Long-Term Plan 2030, we will enhance management agility and strengthen governance. With regard to shareholder returns, we will continue to emphasize a balance with growth investments while implementing stable and proactive returns.

The ALCONIX Group will continue working to solve social issues, achieve sustainable growth, and enhance corporate value in order to build the future that someone, somewhere on this planet has dreamed of. We sincerely appreciate your continued support.