MEC Company
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MEC Company (4971) investor relations material

MEC Company Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary13 Feb, 2026

2030 vision and strategic direction

  • Aims to become the world's best creator of interfaces, focusing on visionary technology, reliable quality, and meticulous service.

  • Seeks to be a truly global, R&D-driven, and uniquely innovative AI company.

  • Emphasizes sustainable growth, ESG management, and building foundations for future expansion through three medium-term plans.

  • Targets rapid advances in digital technology, next-generation communications, IoT, and AI diversification by 2030.

Financial performance and revised targets

  • First year of Phase 2 exceeded expectations due to strong generative AI-related demand.

  • Revised FY2027 targets: consolidated sales ¥25 billion, operating margin 26-30%, ROE 13-16%.

  • Dividend policy updated to a payout ratio of 35%+ and DOE of 4%+ to enhance shareholder returns.

  • Cash allocation prioritizes investment in growth, R&D, and stable shareholder returns.

Core business and technology initiatives

  • Maintains dominant global share in package substrate adhesion technology, with over 300 customers.

  • Expanding applications in high-frequency PCBs, interposers, and next-gen mobility through CZ and AP series.

  • Focuses on low signal loss, high-density integration, and non-roughening (chemical adhesion) technologies.

  • Participates in industry consortia to accelerate development of advanced materials and interposers.

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Q1 202612 May, 2026
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Q1 202612 May, 2026

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Frequently asked questions

MEC Company Ltd, specializes in the research, development, production, and sale of chemicals, equipment, and related materials for printed circuit board manufacturing. Their product lineup is comprehensive, covering various chemicals for electronic substrates including roughening type adhesion enhancement, rolled annealed copper roughening treatment, pre-lamination treatment of multilayer substrates, anisotropic etching, and seed layer etching among others. Additionally, MEC offers AMALPHA, a proprietary metal surface treatment technology designed for direct bonding between metal and resin. Founded in 1969, MEC has established its presence in the specialty chemicals sector, contributing to advancements in electronic substrates and metal-to-resin bonding technologies. The company is headquartered in Amagasaki, Japan, and its shares are listed on the Tokyo Stock Exchange.

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