Overview of dialogue with shareholders and investors

Overview of dialogue with shareholders and investors
in the FYE March 31,2024

August 28, 2024
ALCONIX CORPORATION Co., Ltd.
We recognize the importance of constructive dialogue with shareholders and investors, both in Japan and overseas, in order to achieve sustainable growth and enhance our corporate value over the medium to long term. We therefore strive for prompt and fair disclosure and active engagement with shareholders and investors.
Opinions and suggestions from shareholders and investors are complied by the Corporate Communications Dpt., the department in charge, and reported to the Board of Directors on a regular basis through the director in charge.
[Format of Dialogue]

For institutional investors and analysts: Financial results briefings, one-on-one meetings

For individual investors: Online investor briefings

[Attendee from ALCONIX]
Representative Director, President and COO
Director, Managing Executive Officer and CSO
Director, Executive Officer and CFO
*Positions are as of FYE March 31, 2024.

Main concerns of shareholders and investors

Management issues
  • Recruitment of human resources for group companies (manufacturing subsidiaries)
  • Basic M&A strategies and approaches
Trading Segment

Impact of market conditions and exchange rate on current performance

Manufacturing Segment
  • Overall growth story including future outlook
  • Ways and means of synergy creation among group companies
Financial resumes/information disclosure
  • Factor decomposition of market conditions, foreign exchange rate, handling volume in current performance
  • Assumptions underlying the forecasts
Capital policy
  • Shareholder return policies
  • Level of interest-bearing debt
  • State of Reduction in investment securities」

Items incorporated as IR activities based on dialogue and feedback

  • Future consideration will be given to reclassification for easier understanding by shareholders and investors
  • In financial result materials, expanded "Topics" page (explaining new M&A, new investments, measures and initiatives)