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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 FY3/26
June,2026
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(Domestic and International)
For individual investors:：In-Person and Online investor briefings
- [Attendee from ALCONIX]
- Representative Director, President and CEO
Director, Senior Managing Executive Officer and CSO
Director, Managing Executive Officer and CFO
Main concerns of shareholders and investors
- Capital Policy
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- Specific measures to improve ROE and ROIC
- Initiatives to sustain a P/B ratio above 1.0x
- Balancing growth investment and shareholder returns
- Business and Performance
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- Medium-term earnings outlook and progress of the long-term management plan
- Medium- to long-term growth and cash generation capability
- Semiconductor- and AI data center-related demand
- Trends in critical mineral resources and resource recycling business
- Recycling business centered on aluminum and copper
- Future M&A strategy and the technologies and business synergies of acquired companies
- ESG
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- Effectiveness of Board of Directors monitoring
- Implementation of succession plans
- Systematic human resource development to enhance diversity, including among directors
Items incorporated as IR activities based on dialogue and feedback
- Introduction to the businesses of group companies
- Enhanced reporting on progress toward the medium-term earnings outlook and the status of growth investment
- Enhanced disclosure on the progress of the recycling business
- Strengthening the IR framework to quantitatively analyze dialogue with investors