To our shareholders, investors, and all other stakeholders,
I would like to express my sincere appreciation for your continued support of the Dexerials Group.
The Dexerials Group develops, manufactures, and sells functional materials, including electronic components, bonding materials, and optical materials. We also possess advanced technological capabilities in the photonics field, particularly in optical semiconductors. Through these strengths, we are committed to achieving sustainable growth and enhancing our corporate value.
The business environment surrounding us is changing dramatically. While geopolitical risks and market uncertainty continue to increase, the rapid adoption of generative AI is driving global investment in data centers and creating growing demand for high-speed, high-capacity communications. We regard these changes as significant growth opportunities.
In May 2026, we announced the updated FY2024–FY2028 Mid-Term Management Plan, “Achieving Evolution.” Reflecting changes in the market environment, we revised upward the growth outlook for our Photonics Business. In particular, demand for optical semiconductors has expanded significantly as they have become key devices supporting the advancement of an AI-driven society. The business has now evolved into one of the Group’s major growth drivers. By delivering high-value-added products, we will accelerate the transformation of our business portfolio with the Photonics Business and the Automotive Business as our growth engines, while further enhancing the profitability and competitiveness of our existing businesses.
In fiscal 2026, we are steadily strengthening the management foundation that will support our future growth. At the Tome Plant of Dexerials Photonics Solutions Corporation, a new production line for optical semiconductors has commenced operations. In addition, a new manufacturing facility for our flagship Anisotropic Conductive Film (ACF) products has begun operations at our Kanuma Plant.
These investments are designed not only to meet expanding market demand but also to strengthen the competitive advantages that will support our next stage of growth. By contributing to solutions for social challenges through the wider adoption of generative AI, we will continue to enhance the value we provide to our customers.
Guided by our Purpose, “Empower Evolution. Connect People and Technology,” we place Technology and People at the core of our materiality initiatives. Through these efforts, we will contribute to solving social challenges, realize a sustainable society, and continue to enhance corporate value. As we look toward our next Medium-Term Management Plan, we will continue to steadily build the foundation for our next stage of growth.
We look forward to your ongoing support.
