Social Impact Research to Host 8th Impact Corporate Value Strategy Seminar on Excellent Materiality Disclosure from a GPIF Perspective

Social Impact Research Inc. will hold the 8th Impact Corporate Value Strategy Seminar online on Wednesday, May 20, 2026, from 12:00 to 12:45. The theme of this session is “Excellent Materiality Disclosure from a GPIF Perspective.” In recent years, corporate sustainability disclosure has shifted away from simply providing a large volume of information. What matters now is clearly showing which material issues are truly important to the company, and how those issues connect to business strategy, financial performance, and corporate value. This has become a key point in dialogue with investors. The 8th seminar will address these issues by using an analysis of Hitachi’s Integrated Report 2025 as a practical example. The materials begin with eight megatrends affecting Hitachi, organize their points of contact with the company’s businesses, and show the process of connecting them to materiality candidates. They also examine how social infrastructure DX through Lumada, GX and energy transition, business integration through One Hitachi, human capital, DEI and digital talent foundations, governance, and resilience are positioned as corporate value creation themes. Rather than offering only regulatory explanations or conceptual discussion, the seminar will use Hitachi’s actual analysis materials to examine, from a practical perspective, how materiality candidates are derived from megatrends; why these themes become highly important disclosure items; how they connect to business strategy, KPIs, financial levers, and corporate value; and where the disclosure is strong or still has room for improvement from an investor perspective. The materials position social infrastructure DX centered on Lumada as a core theme for strengthening existing earnings. GX and energy transition, frontline productivity and industrial automation, mobility and urban infrastructure enhancement, and healthcare and well-being are organized as growth areas. One Hitachi, human capital, DEI, digital talent, governance, risk management, and supply chain resilience are structured as integrated capabilities, foundations, and resilience that support value creation. The analysis also organizes how each materiality item connects to financial and corporate value indicators such as revenue growth, margin improvement, ROIC improvement, WACC reduction, and PBR re-rating. In Hitachi’s case, achieving Lumada 80-20 is positioned as an important driver influencing PBR re-rating. This perspective provides important implications for reconstructing materiality disclosure not merely as ESG explanation, but as a corporate value creation story. The distinctive feature of this seminar is that it not only explains the GPIF perspective, but also concretely analyzes the structure of excellent materiality disclosure using Hitachi’s Integrated Report 2025 analysis as the case study. Through actual corporate analysis rather than abstract theory, participants will be able to identify the disclosure patterns that investors value and gain perspectives that can be applied to improving their own integrated reporting and sustainability disclosure. Main topics include: what constitutes excellent materiality disclosure from a GPIF perspective; case analysis based on Hitachi’s Integrated Report 2025; the process of identifying materiality from megatrends; interpreting the value creation mechanism centered on Lumada; connecting materiality with KPIs, finance, and corporate value; and strengths and future disclosure issues from an investor perspective. The seminar is recommended for people involved in planning or improving integrated reports and sustainability reports; professionals in IR, corporate planning, sustainability, and ESG departments; those who want to learn from strong examples of integrated reporting; those seeking to enhance disclosure with GPIF and institutional investor dialogue in mind; those who want to explain materiality in the context of corporate value; and those who want to learn how to connect megatrends to business, finance, and corporate value. The lecturer is Taku Kumazawa, Representative Partner of Social Impact Research Inc., lecturer at SBI Graduate School, supervising faculty member and lecturer at the Graduate School of Sustainability Management, J. F. Oberlin University, and securities analyst. Drawing on expertise in investment, finance, and corporate analysis, he provides analysis and support that connects corporate non-financial information to financial and corporate value. He has supported many companies in advancing disclosure in areas such as integrated reports, sustainability disclosure, materiality analysis, and impact report preparation. His particular strength is organizing the causal structure from “non-financial” to “financial” to “corporate value” from an investor perspective and visualizing it as a story that contributes to enhancing corporate value. Social Impact Research Inc. is a specialized firm that researches and supports the interpretation of corporate sustainability information and non-financial capital by connecting them to financial and corporate value. The company provides research, analysis, report preparation, and advisory services, aiming to evolve integrated reports and materiality disclosure from simple explanatory materials into corporate value creation stories that resonate with investors.