IR
To Shareholders and Investors
Supporting the progress of society and creating value for the future
To our shareholders and investors, as well as to those who have newly taken an interest in the GLTECHNO Group, I would like to express my sincere gratitude for your continued support and expectations.
I believe that enhancing market capitalization and share price is one of the key responsibilities of management. To fulfill that responsibility, it is essential that we pursue, in an integrated manner, three priorities: contributing to society, expanding earnings, and returning value to shareholders. By nurturing technologies that society truly needs, we generate earnings and return those results to our shareholders. I believe that this virtuous cycle is the very source of our growth.
The compass that guides and reinforces this cycle is our Group’s corporate message: “Search for a Way.” These words embody our determination to continue seeking better means and better solutions, even in an age where there is no single right answer, and to face the challenges of our customers and society head-on. I see this not merely as a corporate message, but as the guiding principle of our Group’s actions and a commitment I make as the top manangement.
The meaning of management integration | Bringing together the full strength of the Group to co-create new value
On October 1, 2024, the GLTECHNO Group took a new step forward as GLTECHNO HOLDINGS, INC. Built upon the unwavering trust we have cultivated over more than half a century, we are now poised to reach even greater heights. Behind this major decision lies our strong determination not to rest on the achievements we have built so far, but to continue updating and evolving ourselves in step with the times.
In a market environment that continues to change, there are limits to growth if each operating company remains focused only on its own local optimization. That is why we have evolved into a structure in which our businesses—each with different strengths in analytical instruments, semiconductor, and automated recognition—are brought together more strategically as one group, enabling us to allocate management resources, such as people, technology, and investment, in the most effective way. This is also a challenge to move beyond the conventional “boundaries” of existing business domains and to evolve into an organization in which every individual within the Group thinks independently and continues to take on challenges.
Guided by our mission statement of “Drive Human and Societal Potential,” we will bring together the full strength of the Group and strive for further enhancement of corporate value.
Contributing to society | Supporting fields that may be less visible, but are indispensable
Although our businesses may not always be highly visible, they extend into fields that are essential to society. Each plays an important role in supporting advances in science and technology, greater sophistication in manufacturing, and the safety and peace of mind of people’s daily lives.
As expressed in our mission statement, “Drive Human and Societal Potential,” we will continue to stay close to customers at the forefront of social change and provide value rooted in the realities of the workplace.
Expanding earnings | Refining our businesses from a problem-solving perspective to achieve sustainable growth
As we work toward the successful completion of our mid-term management plan, we will pursue sustainable earnings growth even in a changing market environment by leveraging a business portfolio centered on our three business segments, balancing both stability and growth.
Analytical Instruments Business | Enhancing a stable earnings base and strengthening our ability to solve challenges at the front line
The Analytical Instruments Business is a core foundation of our Group, supported by a highly stable earnings base. At the same time, the market is experiencing labor shortages, increasingly complex needs, and growing diversity in target compounds and methods of analyses. As a result, it is no longer enough simply to supply products; what is being asked is how effectively we can help solve challenges at the front line.By leveraging our strengths in consumables and recurring business, we will strengthen our proposal capabilities and responsiveness in research, inspection, and quality control settings, and further enhance the quality of our stable earnings.
Semiconductor Business | Strengthening supply capacity and responsiveness in a medium- to long-term growth market
The Semiconductor Business is an area where medium- to long-term growth is expected, driven by the advancement of the digital society. At the same time, demand fluctuations and changes in the external environment can be significant, and only being in a growth market is not enough to establish a competitive advantage. We will strengthen our competitiveness in quality, production systems, and customer responsiveness, and by building a business operation that is resilient to change, we will steadily capture growth opportunities.
Automated Recognition Business | Responding to labor-saving and efficiency needs to become our third pillar
The Automated Recognition Business is one in which we have built a unique position within niche markets. Looking ahead, we will further sharpen the strengths that are unique to us by capturing growing customer needs, including heightened security awareness as well as labor-saving and efficiency improvements in logistics and manufacturing.
Returning value to shareholders | Fulfilling management’s responsibility to balance growth investment and shareholder returns
We position shareholder returns as an important management priority and, while maintaining a balance with growth investments, adopt a policy of stable dividends over the long term.
We aim for a dividend payout ratio of 30% or higher in line with earnings growth and will continue returning value to our shareholders. At the same time, as we strengthen our earnings power through business growth, we will continue to pursue better forms of shareholder return.
Management unique to our Group: connecting social issues with value creation
Population decline, increasingly stringent quality requirements, changes in industrial structure, and the advance of digitalization. The challenges facing society are becoming more complex, and accordingly, the role our Group is expected to play is growing ever greater.
With the technological capabilities and on-the-ground strengths we have cultivated, together with the spirit embodied in “Search for a Way,” I am committed to enhancing corporate value by achieving both contribution to society, expansion of earnings, and returns to shareholders.
Taking our management integration as a new starting point, our Group will continue to create technologies and value that society truly needs.
We will respond to the expectations of our shareholders and investors with sincerity and determination. We sincerely ask for your continued support.
Representative Director and President
Yoshihiro Nagami