Skip to main content

Status of Dialogue with Shareholders and Investors

The Kuraray Group strives to promote constructive dialogue with shareholders and investors and disclose information in a timely and appropriate manner in order to achieve sustainable growth and increase corporate value over the medium to long term.

FY2025 Results

Dialogue with Stockholders and InvestorsFrequencyStatus of Activities
Financial results briefing4Held financial results briefings attended by the President and directors and executive officers in charge of business divisions, Accounting and Finance Division, and Corporate Management Planning Office (1st Half/ Year-end).
Held financial results briefings attended by directors and executive officers in charge of business divisions, Accounting and Finance Division, and Corporate Management Planning Office (1Q/ 3Q)
Management breifing2Held manegement briefings attended by the President and directors and executive officers in charge of business divisions, Accounting and Finance Division, and Corporate Management Planning Office (June and December 2025).
Small meeting2Held a small meeting with securities analysts who follow Kuraray. President and director in charge of Accounting and Finance Division and Corporate Management Planning Office attended the meeting.
Securities company conference6The Director in charge of Accounting and Finance Division and Corporate Management Planning Office and Corporate Communication division partticipated in conferences for investors outside Japan.
Have meeting with 6-8 investors at each conference.
Individual dialogue with institutional investors' voting right exercisers5The President and the director in charge of Accounting and Finance Division and Corporate Management Planning Office held dialogues with institutional investors' voting right exercisers.
Individual meetingSecurities analystsabout 50The Director in charge of Accounting and Finance Division and Corporate Management Planning Office and Corporate Communications Department take the lead in individual dialogues.
Institutional investors in Japanabout 100
Institutional investors outside Japanabout 150
Totalabout 300
Plant tour for analysts and institutional investors2The plant managers and production site managers take lead in plant tours.
IR event for individual investors2Held online briefings attended by the President and senior manager of Corporate Communications Department.
Main themes and interests, etc.
Medieum-term Management Plan
  • Progress of business portfolio enhancement and future plans (timing, financial impact)
  • Progress of innovation creation activities and new business development
  • Capital allocation, shareholder returns, capital policy. Decision-making process and future plan for share buyback
  • Plan revisions including financial target
  • Background of downward revision of ROE forecast and path to improvement
  • Introduction of DOE
Environment
  • Measures to reduce GHG emissions including Scope 3
  • SBT certification
  • Profitability of products contributing to PSA (Portfolio Sustainability Assessment)
Social
  • Engagement survey
  • Human rights policy, human rights due diligence
  • Management and disclosure of human capital
Governance
  • Composition of the Board of Directors, policy for determining directors' remuneration
  • Method of evaluation for effectiveness of the Board of Directors
  • Effectiveness of the corporate advisory committee
  • Disclosure of succession plan and skills matrix
Others
  • Recognition of PBR that is below 1x and actions for improvement
  • Impact of tariff policies in various countries and China's anti-involution policy
  • Background of performance deterioration in fiscal 2025. Improvement of disclosure and explanation of one-time factors affecting performance
  • About ROIC management. Recognition for inventory level and initiatives to reduce them
  • Future growth driver, outlook of the Isoprene business performance
Feedback to managementFrequencyDetails
Report on financial results briefing

4

Report on the proceedings and Q&As of the financial results briefing session, etc
Report on the status of dialogue with investors

4

Report on the contents of dialogue with investors, opinions, requests, etc.
Others

As necessary

Report as needed, such as shareholder composition