Screen : Excerpts of Slides from the Business Report and Distributed at The 81st Ordinary General Meeting of Shareholders

June 24, 2022

Excerpts of Slides from the Business Report and Distributed at The Ordinary General Meeting of Shareholders

81st

Ordinary General Meeting of

Shareholders

SCREEN Holdings Co., Ltd.

FY2022 Economic Conditions: Global Economy

Impact of the COVID-19 pandemic

Economic measures

in every country

Mass rollout of vaccines

General trend toward a recovery

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FY2022 Economic Conditions: Global Economy

Growing geopolitical risk Soaring resource prices

Material shortages

and price rises

Supply-side restrictions

Deepening uncertainty

about the future

FY2020Q4_20200512-E

FY2022 Business Environment: Electronics Industry

Progress of the IoT and DX Expansion of data center demand Establishment of remote work

GX-focused investment

in semiconductor miniaturization

Investment in the mounting technology field

Investment in the transition to electric vehicles (EV)

Investment in the resolution of semiconductor shortages

Demand for semiconductor devices is rising

Investment in semiconductor manufacturing and PCB-related facilities is progressing strongly

FY2020Q4_20200512-E

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FY2022 Business Environment: Graphic Arts Industry

Growing awareness of GX/DX Economic recovery in North America and Europe

Appetite for capital investment in POD equipment is recovering

FY2020Q4_20200512-E

FY2022 Business Results

Best-ever results

			(Figures rounded down to nearest 100 million yen)
Net sales		Operating income
YoY	YoY
¥411.8 bn 28.6％	¥61.2 bn 150.2％
		Profit attributable to owners of parent
Ordinary income
YoY	YoY
¥59.4 bn 161.6％	¥45.4 bn 199.9％

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Issues to Be Addressed

Operating environment of the SCREEN Group

Conditions are changing rapidly with high uncertainty but

many opportunities also exist

Fiscal Year 2021 - 2024

Concept

Establishing a presence in the industry as a Solution Creator

"Value Up 2023" Medium-term Management Plan

FY2020Q4_20200512-E

Issues to Be Addressed

Solution Creator

A Solution Creator refers to a company that enhances corporate value by providing technologies, products and services that solve social issues and needs and, through this, contributes to the development of a sustainable society

SCREEN Value = Social Value + Economic Value

(Sustainable Value)

Promote profit generation and shareholder returns

FY2020Q4_20200512-E

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Issues to Be Addressed

Medium-term Management Plan 2nd Year

Minimize the impact of supply chain management and

fulfill our supply responsibilities in each business field

Accelerate our ongoing efforts to improve capital efficiency and

further solidify our profit structure and financial base

Make significant progress in achieving our targets

for economic value

FY2020Q4_20200512-E

Value Up 2023 Results of Key Initiatives

1 Enhance corporate value by creating innovation and a sustainable growth cycle

Aggressively invested in R&D

to strengthen competitiveness

Improved capacity at our automated S3-3 factory to 100% to strengthen our production system and

further enhance profitability

Began construction of new S3-4 factory to

create renewed growth

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