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- Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
Overview of dialogue with shareholders and investors
in FY3/25
July 1st,2025
ALCONIX CORPORATION Co., Ltd.
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.
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]
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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 CEO
Director, Senior Managing Executive Officer and CSO
Director, Managing Executive Officer and CFO
*Positions are as of March 31,2025
Main concerns of shareholders and investors
- Capital Policy
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- Disclosure of specific measures and trends by segment aimed at improving ROIC
- Reduction of cross-shareholdings
- Management that is conscious of cost of capital and stock price / Measures aimed at achieving a P/B ratio of at least 1.0
- Business and Performance
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- The Kitakyushu recycling yard as part of the Group’s circular economy initiatives
- Market share of final products that use materials handled by the Group
- Outlook for the impact of the US administration’s tariff measures
- Future M&A policy and external environment
- ESG
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- Regarding employee engagement, the Company is expected to more persuasively demonstrate the virtuous cycle of human capital management by disclosing analysis of issues by generation and gender, along with quantitative survey results and awareness data that substantiate the effectiveness of related initiatives.
- Average length of service and turnover rate
- Establishment of external KPIs aligned with materiality and disclosure of progress toward these targets
- Evaluation of the effectiveness of the Board of Directors
Items incorporated as IR activities based on dialogue and feedback
- Enhance shareholder returns
- Revise the skills matrix
- In financial results presentation materials, break down and explain recent changes in ordinary profit by factor: “market conditions” and “foreign exchange”