3405 Investor presentation

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© 2024 KURARAY CO., LTD. 2 Today's Theme Growth opportunities for GenestarTM Hitoshi Kawahara President and Representative Director Yoji Ikemori Managing Executive Officer President of Isoprene Company and General Manager of Genestar Division

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4 Overview of Isoprene Company

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© Copyright 2024 KURARAY CO., LTD. Overview of Isoprene Company Business Main Products Isoprene Company Isoprene Chemicals Division Elastomer Division Genestar Division Specialty Chemicals, etc. Thermoplastic Elastomers SeptonTM, HybrarTM Liquid Rubber etc. Heat-resistant polyamide resin GenestarTM Production Sites Business development using C4 fractions (butadiene and isobutylene) as raw materials Kashima Niigata Houston Thailand Saijo

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© Copyright 2024 KURARAY CO., LTD. Overview of Production Site in Thailand New Production Site in Thailand Place : Map Ta Phut, Rayong Province, Thailand (WHA Eastern Industrial Estate within the petrochemical complex) Start of operation : In stages from February 2023 Production Capacity : Kuraray Advanced Chemicals(Thailand) Isobutylene derivative MPD (production capacity: 5,000t/y) : Kuraray GC Advanced Materials Hydrogenated styrenic block copolymer SeptonTM (production capacity 16,000t/y) Heat-resistant polyamide resin GenestarTM (production capacity 13,000t/y) Investment amount : Approx. 60 billion JPY (Kuraray s expense: approx. 40 billion JPY) ※Calculated using the exchange rate as of the date of the investment decision, December 26, 2018)

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© Copyright 2024 KURARAY CO., LTD. Thailand Business Scheme GC*1 Brand strength in Thailand/Southeast Asia Kuraray Production technology, R&D and marketing capabilities Sumitomo Corporation Global sales channel Kuraray GC Advanced Materials Kuraray (53.3%), GC (33.4%), Sumitomo Corporation (13.3%) Kuraray Advanced Chemicals (Thailand) Kuraray (100%) GenestarTM Production capacity 13,000 t/y SeptonTM Production capacity 16,000 t/y MPD Production capacity 5,000 t/y GC PTT Group Butadiene Utilities, etc. Isobutylene Global business expansion *1 PTT Global Chemical Public Company Ltd. *2 The numbers in parentheses indicate investment ratios.

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8 Growth Opportunities for GenestarTM

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© Copyright 2024 KURARAY CO., LTD. What is GenestarTM? ⚫ Heat-resistant polyamide resin (PA9T) developed from Kuraray’s unique monomer ⚫ Adoption of GenestarTM is expanding across various fields due to its well-balanced high physical properties, such as strength, heat resistance, and abrasion resistance. ⚫ Exhibits the lowest level of water absorption among heat-resistant polyamides. GenestarTM Comparison with Competitive Resins Polyamide Resin Water Absorption Comparison GenestarTM shows well-balanced property GenestarTM PPS PA6TPA46 Heat Resistance SMT/Reflow resistance Mechanical Strength 80℃, after water absorption High Voltage Resistance (Tracking Resistance) Abrasion ResistanceDimensional Stability Number of carbons in a unit * GENESTARTM N1000A 23℃ in water Water absorption rate (%)

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© Copyright 2024 KURARAY CO., LTD. Sales & Marketing and Technical Service Network ⚫ Established a BCP system by operating production at two locations in Japan and one location in Thailand ⚫ Accelerating global expansion by leveraging our global network of 13 locations in 10 countries Sales & technical serviceoffices Production sites Brazil United States Detroit Houston China Korea India Singapore Germany Belgium Thailand Bangkok (Maptaput) Japan Tokyo, Nagoya Tsukuba (Kashima, Saijo)

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© Copyright 2024 KURARAY CO., LTD. GenestarTM Application Examples Electrical & Electronics Industrial equipment and others Coolant control valve Air conditioner servo motor gear Fuel tubeIntercooler tank USB Type-CHDMI connectorLED reflectorEncoder Faucet valveCoffee machineWind power generation Parts Power tools insulating parts SheetUD TapeE-bikes gearFishing reel Thermostat Condenser seat plate Automotive Connector Server connector Home appliances and industrial equipment Water & food applications Sports and Hobby Composite *There are many applications that cannot be disclosed due to confidentiality agreements with customers. Automotive (Mobility)

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© Copyright 2024 KURARAY CO., LTD. Mobility Thermal Management Components ⚫ Increasing number of thermal management components for more efficient thermal management to extend cruising range ⚫ Progress in the use of plastic parts for weight reduction of car body ⚫ Expanding adoption by leveraging GenestarTM's dimensional stability, strength and laser transparency Advantages of GenestarTM Dimensional stability Forced extractability (Ductility) PPS PA6T Market Trends Driving Force Parts Trend Material Needs ICE Vehicle Thermal Management Components BEV/HEV Thermal Management Components ※CCV Coolant Control Valve Thermal management parts to increase with EVs (PA9T target parts) Thermal management Precise control Dimensional stability Forced extraction Laser welding GenestarTM Better electricity (fuel) efficiency (Extension of cruising range)

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© Copyright 2024 KURARAY CO., LTD. Mobility Gear Parts for Automobile and Other Uses Dimensional stability Strength (Ductility) PPS PA6T ⚫ Progress in vehicle weight reduction through miniaturization and resinization to comply with stricter CO2 emission regulations. ⚫ Increase in gear parts due to the advancement of functionality and electronic control of vehicles ⚫ Miniaturization and resinization of gears by leveraging GenestarTM's dimensional stability and strength. Stricter regulations (CO2 reduction) Weight reduction Miniaturization Resinization Dimensional stability Strength *Headlamp actuator Improves visibility during cornering by directing light towards the steering direction. Increasingly common in general vehicles. GenestarTM Located directly under the heat- generating headlamps, requiring heat resistance and strength in high- temperature environments exceeding 100 C Headlamp actuator gearMiniaturization of gears for HVAC system (Conventional) General-engineering plastics Insufficient strength. Difficult to miniaturize gears (Miniaturization) By GenestarTM 40% smaller component by gear miniaturization Advantages of GenestarTM Market Trends Driving Force Parts Trend Material Needs

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© Copyright 2024 KURARAY CO., LTD. ⚫ Increasing need for fuel line barriers due to further stricter emission regulations ⚫ Adoption of GenestarTM is expanding due to its high fuel barrier property ⚫ Extrusion moldability + high barrier material characteristics have led to increasing use in various tube/pipe applications other than automobiles Mobility Fuel Tube for Automobiles and Other Uses *Oligomers A low molecular weight component of a polymer (macromolecule). In order to improve combustion efficiency, injectable fuels ar e increasingly atomized, and oligomers eluted from piping resin into fuel may cause clogging of injection holes. Fuel barrier property Low oligomer* elution PA11/12 GenestarTM Stricter regulations (Reduction of fuel evaporation) Exhaust gas/ fuel evaporation reduction Resinization High barrier Fuel barrier property Advantages of GenestarTM Market Trends Driving Force Parts Trend Material Needs GenestarTM PA12 Vapor line Canister Engine Vapor line Fuel tank Feed line

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© Copyright 2024 KURARAY CO., LTD. ⚫ Increased number of electrical components due to progress in automotive CASE ⚫ SMT for automotive electrical components saves space, reduces size, and improves productivity ⚫ The dimensional stability and strength of GenestarTM have been highly appreciated and its adoption has expanded Mobility Automobile Connectors *CASE : Connected, Autonomous, Shared, and Electric CASE* Computerization More electronic parts Dimensional stability Strength SMT capability Market Trends Driving Force Parts Trend Material Needs Dimensional stability Strength (Ductility) PPS PA6T GenestarTM Advantages of GenestarTM

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© Copyright 2024 KURARAY CO., LTD. Mobility High-voltage components (EV) Reduction of charging time High-voltage component (Insulation) Downsizing by shortened insulation distance High voltage resistance Insulation Stability ⚫ To reduce charging time (fast charging), EVs will increasingly adopt high-voltage systems of 800V or more. ⚫ Increasing needs for materials with high voltage (tracking) resistance for high-voltage components for safety and miniaturization ⚫ The high-voltage resistance and low water-absorption properties of GenestarTM provides stable insulation enable downsizing of parts, broadening its application. Insulating material PPS, etc.(CTI:200V) Isolation distance Insulating material GenestarTM (CTI:600V) High voltage isolation components Dimensional stability High voltage resistance Tracking resistance PPS PA6T PA46 GenestarTM Advantages of GenestarTM Shortening Isolation distance Market Trends Driving Force Parts Trend Material Needs Bus barBus bar Bus bar Bus bar

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© Copyright 2024 KURARAY CO., LTD. Electrical and electronics Connectors for servers High speed/capacity communication 5G communications Generative AI Advancement of SMT Dimensional stability Strength Heat resistance ⚫ Demand for servers is growing rapidly due to high-speed, large-capacity communications (e.g., 5G communications) and support for generative AI. ⚫ Connectors for servers standardized with SMT, thus high heat resistance is essential ⚫ The dimensional stability (low water absorption) and strength of GenestarTM are highly appreciated and became de facto Servers Connectors (DDR connector) ※DDR Double-Data-Rate Market Trends Driving Force Parts Trend Material Needs Dimensional stability Strength (Ductility) PPS PA6T GenestarTM Advantages of GenestarTM

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© Copyright 2024 KURARAY CO., LTD. Industrial Equipment Various Parts Advanced, Multifunctional Industrial Equipment Higher output of power modules High current Miniaturization ⚫ Increasing power modules due to advancement and multifunctionalization of industrial equipment (electric railway, wind power generation, etc.) ⚫ Expanding needs for high-voltage resistance (tracking resistance) materials to save space ⚫ The high-voltage resistance and low water-absorption properties of the GenestarTM enable downsizing of parts and increasing adoption Dimensional stability High Voltage Resistance Tracking resistance) PPS PA6T PA46 GenestarTM High voltage isolation components (Power module case) Advantages of GenestarTM Market Trends Driving Force Parts Trend Material Needs High voltage resistance Insulation Stability

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© Copyright 2024 KURARAY CO., LTD. FY2022 FY2024 FY2026 FY2030 E&E Auto(Mobility) Connector Auto(Mobility) Parts New/Other Future Development of Genestar Business Achieved CAGR of 10% (FY 2022-2024) Continued 10% growth is expected Growth Forecast* of Genestar Business CAGR(FY2022-FY2030) More than 10 100 200 Mobility Thermal Management, gear, tube, connector, etc. E&E New Home appliances, industrial equipment, faucet, food contact, composites, etc. Low water absorption (Dimensional stability) Abrasion resistance Hydrolysis resistance High voltage resistance Laser weldability High strength Fuel barrier property Heat-resistacne Connectors for Servers, power modules, etc. Increased adoption of auto parts due to weight reduction, electronic control, and electrification(EV) Further expansion into global markets including EU, US, and Asia Consideration of second phase expansion of Thailand plant *Image of sales volume expansion with FY2022 as 100%

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All figures are rounded to the nearest hundred million yen The performance forecasts, outlooks, and business plans described in this document are based on current assumptions and estimates regarding future business environments and economic conditions. Please be aware that actual performance may differ from these projections.

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