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Menicon Co. , Ltd. Company Introduction TSE Prime Market : Securities Code 7780 Menicon Ver . August 7 , 2026 Copyright : Menicon Co. , Ltd. All rights reserved .
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Copyright: Menicon Co., Ltd. All rights reserved. Consolidated Sales Ratio 1 Vision CareHealthcare and Life Care 1-DAY lens 26.9% Orthokeratology -related 11.6% Other Contact lenses and Lens care products 54.3% JPY 125.6 bn 92.8%7.2% FY2025
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Copyright: Menicon Co., Ltd. All rights reserved. Net Sales 2 We have achieved sales growth after starting MELS Plan. 0.0 20.0 40.0 60.0 80.0 100.0 120.0 75' 80' 85' 90' 95' 00' 05' 10' 15' 20' 25' Contact lens, others MELS Plan Subsidiaries Listed on the 1st Section of TSE and NSE (now TSE Prime and NSE Premier) Start MELS Plan JPY bn * Note: From FY2013, Consolidated financial result
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Copyright: Menicon Co., Ltd. All rights reserved. 1.3 1.9 2.6 3.3 4.2 4.9 22% 28% 33% 40% 46% 52% 0% 10% 20% 30% 40% 50% 60% 0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 2000 2010 2020 2030 2040 2050 Myopia population Myopia ratio World myopia population 3 The number of people with myopia is increasing worldwide, and the ratio of myopia to the population is on the rise. It is expected to continue to rise in the future. Source：World Health Organization「THE IMPACT OF MYOPIA AND HIGH MYOPIA」 (bn people)
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Copyright: Menicon Co., Ltd. All rights reserved. Global Contact Lenses Market 4Data Source; In-house survey data * Shipment value from manufacturers (USD bn) 3.6 4.1 4.5 4.9 5.4 5.8 1.8 2.1 2.2 2.3 2.4 2.4 1.9 2.1 2.4 2.5 2.7 2.8 54% 56% 58% 60% 61% 62% 0% 10% 20% 30% 40% 50% 60% 0 2 4 6 8 10 12 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 North America Asia EMEA 1-Day lens Ratio
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Copyright: Menicon Co., Ltd. All rights reserved. Market Environment - Japan 5 20% Japanese Market 316.0 JPY bn (FY2025) Source (Japanese market): Japan Contact Lens Association * Based on shipment value from manufacturers and wholesalers
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Copyright: Menicon Co., Ltd. All rights reserved. MELS Plan Subscription model in Japan Key Success Factors 6 1-DAY lens Global strong demand Orthokeratology Lenses Growing in Asia
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Copyright: Menicon Co., Ltd. All rights reserved. MELS Plan Virtuous Circle 7 Menicon Provision of products and services with safety of eyes in mind Customers (MELS members) - High-quality lenses - Reasonable service - Peace of mind Facilities participating in MELS Continuous provision of services to customers Service Sales commissions Products Monthly fees
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Copyright: Menicon Co., Ltd. All rights reserved. MELS Plan Consumer Benefits 8 Disposable Contact Lenses（1-DAY lens, 2-WEEK lens, 1-MONTH lens） No additional cost due to fixed price system. If the lens is not working properly, replace it with a new one regardless of how long it has been in use. Conventional Contact Lenses（Hard, Soft） If the lens is damaged, dirty, or scratched, replace it with a new lens. In case of loss, new lens is provided at a cost of 5,000 yen (excluding tax) per lens. Can be replaced with new lens once a year, regardless of the condition of the lens. Common Benefits If your power changes, have it checked and replaced with lens that match your vision. Lens type can be changed. Extensive selection includes color contact lenses and bifocal lenses. Services available at MELS Plan member facilities nationwide. 8
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Copyright: Menicon Co., Ltd. All rights reserved. Product Line-up (Monthly fee of MELS Plan) 9 1-DAY lens 2-WEEK lens Price range : JPY4,600~5,900 Price range : JPY2,200~2,700 1-MONTH lens 3-MONTH lens Hard Lens Price range : JPY2,100 Price range : JPY2,400~2,700 Price range : JPY2,400~2,700 * Price ranges are shown exclusive of tax after the price revision implemented from June 2025. For details on the price revision, please refer to our website (link below). Announcement of Price Revisions | NEWS | Menicon Co., Ltd.
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Copyright: Menicon Co., Ltd. All rights reserved. Shops 56 84 12 22 3 Group Total 177 Other MELS Plan member shop 1,464 MELS Plan member shop Total 1,641 Strengthen Sales Channels 10 As of March 31, 2026
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Copyright: Menicon Co., Ltd. All rights reserved. Total Number of MELS Plan Members 11 Increase the ratio of high unit price 1-DAY lens members. ¥2,764 ¥2,816 ¥2,883 ¥3,131 ¥3,249 0.90 1.10 1.30 1.50 1.70 FY2021 FY2022 FY2023 FY2024 FY2025 Number of 1-DAY lens members Number of other members Average Monthly fee 1.342 mn people 1.346 mn people 1.343 mn people 1.325 mn people 1.300 mn people 0.334 mn people (24.8%) 0.349 mn people (26.0%) 0.364 mn people (27.1%) 0.371 mn people (28.0%) (mn people) 0.00 * * Average monthly fee = MELS Plan net sales ÷ Number of fiscal months ÷ MELS Plan members 0.377 mn people (29.0%)
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Copyright: Menicon Co., Ltd. All rights reserved. Japanese Contact Lenses Market 12 240.3 257.0 282.4 301.8 315.3 316.0 29.8 30.9 30.4 32.2 32.1 32.3 0.0 100.0 200.0 300.0 400.0 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 Contact lens Lens care products (JPY bn) Source (Japanese market): Japan Contact Lens Association * Based on shipment value from manufacturers and wholesalers FY2025 survey covers 35 companies (down 5 companies year on year)
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Copyright: Menicon Co., Ltd. All rights reserved. 1-DAY lens 13 Expanding sales of 1-DAY lens. Color Contact Lenses “1DAY FRUTTIE” Myopia Silicone Hydrogel Contact Lenses “1DAY Menicon PremiO”・“1DAY Menicon DearTEAR” (Japan) “Miru 1day Upside” (Global) Myopia Astigmatism Presbyopia Flat pack “Magic” (Japan) “Miru 1day Menicon Flat Pack” (Global) *Note: Sold only overseas. Myopia Astigmatism Presbyopia＊ Astigmatism
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Copyright: Menicon Co., Ltd. All rights reserved. 1-DAY lens 14 The design of the package allows users to remove the lenses without checking which side is correct, without touching the inside of the lenses. Competitors １．Open 3．Flip 4．Wear ２．Pick up ３．Wear１．Open ２．Pick up Hygienic & EASY
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Copyright: Menicon Co., Ltd. All rights reserved. 1-DAY lens 15 Expand sales regions and product lineups based on expanded production capacity. Expanding sales area Expanding product line-up Global expansion of sales channel into Europe, USA etc. Expansion of functional contact lenses as toric lenses, multifocal lenses, and color lenses Strengthening product capacity of Menicon Kakamigahara Plant (for 1-DAY lens “PremiO” manufacture) and Singapore Plant (for 1-DAY lens “Magic” manufacture) Start of production at the Malaysia Plant (for 1-DAY lens) Expanding production capacity
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Copyright: Menicon Co., Ltd. All rights reserved. Production bases of the Menicon Group 16 Seki Plant（Seki City） Products : 2WEEK Menicon PremiO Conventional Lenses Ina Plant（Ina City） Products：Menicon Ortho-K Kakamigahara Plant (Kakamigahara City） Products : 1DAY Menicon PremiO Gujo Plant（Gujo City） Products : Lens Care Products, Disposable Contact Lenses Singapore Plant Products：Magic（1-DAY lens） ALPHA (WUXI)（China） Products：Alpha Ortho-K Malaysia Plant Products：1-DAY lens Menicon Limited（UK） Products：Conventional Lenses Menicon B.V.（Netherlands） Products：Menicon Z Night SOLEKO（Italy） Products：Lens Care Products etc. Menicon Pharma SAS（France） Products：Lens Care Products
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Copyright: Menicon Co., Ltd. All rights reserved. 17 Orthokeratology Lenses Orthokeratology lenses (Global): Promote sales with multiple products in multiple countries. Lens care products (Asia): Sell as a set with orthokeratology lenses. Countries with product exhibits: Around 35 China (Orthokeratology lenses) ⇨ Expand market share by attracting new prescription professionals and user segments. • Product offerings tailored to the level of the prescription professional (highly customizable/convenient prescription) • Offer products tailored to customers’ purchasing power. (High/middle price ranges) Asia excluding China (Orthokeratology lenses) ⇨ Build popularity by growing awareness and increasing number of prescription professionals. • Conduct awareness raising activities with KOL. • Establish prescription professional training center. ⇨ Expand market share through product strength and sales channel expansion. • Differentiate with made in Japan/highly customizable products. • Expand distribution channels. (utilize of own Group/develop new channels) Europe/North America (Orthokeratology lenses) ⇨ Build popularity by growing awareness and training prescription professionals. • Grow awareness through academic activities. ⇨ Expand market share by simplifying prescriptions. • Improve prescription support with software development. China (Lens care products) ⇨ Maintain volume by capturing new user segments. • Expand sales by taking advantage of product features. (made in Japan/strong cleaning and disinfection benefits) • Offer products tailored to customers’ purchasing power. (High/middle price ranges) Asia excluding China (Lens care products) ⇨ Expand sales with Ortho-K lenses. • Sell as a set with orthokeratology lenses.
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Copyright: Menicon Co., Ltd. All rights reserved. 2024 Oculus • Contact lenses, Lens Care Products, Orthokeratology lenses sales 2024 Les Laboratoires Dencott SAS • Fitting and Sales of Specialty Lenses M & A 18 2009 Menicon Limited • Replacement contact lenses 2006 Menicon B.V. • Orthokeratology lenses • Replacement contact lenses 2021 Itabashi Trading • Orthokeratology lenses sales • Food Sales 2019 SOLEKO S.p.A • Lens Care Products • Contact lenses 2016 Alpha Corporation • Orthokeratology lenses 2013 Menicon Australia 2010 Menicon Nect • Lens Care Products • Replacement contact lenses 2012 W・I・S • Ace Contact 2016 AIP • City Contact 2020 Hamano Contact Manufacturer Manufacturer Distributor Manufacturer Manufacturer DistributorManufacturer Retail chain Retail chain Retail chain Netherlands Japan Australia Japan Italy China & Japan UK Japan Japan Japan Sales France Singapore & Malaysia & Indonesia Sales 2026 Inter-Optical Japan Retail chain
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Copyright: Menicon Co., Ltd. All rights reserved. • Menicon Co., Ltd. • Menicon Nect Co., Ltd. • Menicon Business Assist Co., Ltd. • Meni-one Co., Ltd. • W.I. System Co., Ltd. • Alpha Corporation Inc. • AIP Co., Ltd. • Hamano Co., Ltd. • Itabashi Trading Co., Ltd. • Inter-Optical Co., Ltd. Global Network 19 • Menicon America, Inc. • Menicon Holdings B.V.（Netherlands） • Menicon B.V.（Netherlands） • Menicon SAS（France） • Menicon Pharma SAS（France） • Menicon GmbH（Germany） • Menicon SC GmbH（Germany） • Menicon Limited（UK） • Menicon Iberia S.L.（Spain） • SOLEKO S.p.A.（Italy） • Les Laboratoires Dencott SAS (France) • Menicon (Wenzhou) Co., Ltd. (China) • Alpha (Wuxi) Co., Ltd. (China) • Menicon (Dalian) Co., Ltd. • Meni-one China Co.,Ltd. (China) • Menicon Singapore Pte. Ltd. (Singapore) • Menicon Singapore Sales Pte. Ltd. (Singapore) • Menicon Australia Pty Ltd (Australia) • Menicon Korea Co., Ltd. (Korea) • Menicon Malaysia Sdn. Bhd. (Malaysia) • Menicon Vision Care (Malaysia) Sdn. Bhd. (Malaysia) • PT Menicon Vision Care (Indonesia) (Indonesia) Japan North America Europe Asia・Oceania
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Copyright: Menicon Co., Ltd. All rights reserved. Disclaimer on Forward-Looking Statements ✓ This material includes certain forward-looking statements about the Menicon Group. To the extent that statements in this material do not related to historical or current facts as of August 7, 2026, they constitute forward-looking statements. ✓ These forward-looking statements are based on the current assumptions and judgments of the Menicon Group in light of the information currently available to it, and involve know and unknown risks, uncertainties and other factors, which may affect the statements made in this material. Menicon Co., Ltd. Finance & IR Dept. Contact 20 E-mail： menicon-ir@menicon.co.jp www.menicon.co.jp/company/ir