#IRRelated

An update toward realizing management mindful of capital costs and share price. The description includes approaches such as ROE/PBR considerations, improvement policy for financial leverage, and strategic strengthening of sales and investments.

Notice of forthcoming segment changes. The document explains a reorganization of segments such as IT services and social infrastructure at the outset, and outlines the background and scope of the impact.

Notice of partial change to the disposal of treasury stock as part of restricted stock-based compensation. Disposal date changed, including changes to the restricted period.

Ise Chemical Industry has entered into a contract to extract and commercialize iodine from oilfield produced water in the United States, aiming for annual production of approximately 3,000 MT in the initial 10 years. The company will bear all capital investment costs, and the contract was signed in June 2026.

P.S. Construction is a consolidated subsidiary of Taisei Corporation, and discloses its relationship and trading status with the parent company. It maintains management independence and states there are no restrictions on business activities.

Miyakoshi Holdings aims for a market capitalization of 10 trillion yen by 2035 and announced its medium-term plan in June 2026. The company is advancing new semiconductor and robotics businesses based in 14 provinces and 4 direct-controlled municipalities in China, and provided detailed information on new businesses in May 2026.

Okamoto Glass announced a partial revision of its mid-term management plan effective May 15, 2026, outlining a review of capital investment plans and future business strategies. Notably, the company has decided to revise its capital investment in response to increased demand for glass polarizers and growth in AI data center applications.

In the financial results announcement for the fiscal year ending June 2026, the specific figures for revenue and profit are not disclosed; however, the company is under the control of parent company SoftBank Group and specializes in internet media operations.

Nippon Sheet Glass Co., Ltd. announced that all agenda items were approved at the shareholders' meeting held on June 26, 2026, with plans for capital policy measures including the issuance of common shares through third-party allotment and share consolidation.

Although the consolidated net income for the fiscal year ending March 2026 is unknown, the ownership ratio of voting rights held by the controlling shareholder remains at 55.82%. The company conducted a share buyback to optimize its capital structure over the medium to long term.

Aichi Steel has sold some of its investment securities to reduce held shares in accordance with its medium-term management plan, recording a gain of 5,586 million yen on June 26. This is expected to be reflected in future financial statements.

Faron Capital Management LLC holds a 24.91% voting rights ownership, and as an investment company, is exempt from the obligation to disclose financial summary information. The report provides detailed information about the controlling shareholder.