Analyzing Sekisui Chemical's Integrated Report as a Case Study: Learning "Excellent Materiality Disclosure" from a GPIF Perspective—The 9th Impact Corporate Value Strategy Seminar

Social Impact Research Inc. will hold the 9th "Impact Corporate Value Strategy Seminar" online on Wednesday, May 27, 2026, from 12:00 to 12:45. This time, the theme is "'Excellent Materiality Disclosure' from a GPIF Perspective." Click here to register. In recent years, corporate sustainability disclosure has required more than just listing important issues; it must clearly show how that materiality connects to business strategy, financials, and corporate value. What investors are looking at is not the response to social issues itself, but how it ties to the company's competitive advantage, profitability, capital efficiency, and medium- to long-term growth expectations. The 9th seminar will address this awareness by taking up the analysis of the materiality identification process in Sekisui Chemical's "Integrated Report 2025" as a case study. In this material, Sekisui Chemical's materiality is organized as enhancing ROE, ROIC spread, and growth expectations while solving social issues such as climate change, resource circulation, disaster resilience, health, and urban infrastructure through its "Housing, Lifeline, High-Performance Materials, and Medical" businesses. This seminar will not stop at explaining systems and concepts. Based on actual analysis materials of Sekisui Chemical, it will practically decipher: - How key themes are extracted from megatrends - How the company's strengths are connected to social issues - What criteria are used for materiality assessment - How this connects to KPIs, financial levers, and corporate value - From an investor's perspective, what is excellent and where there is room for future disclosure. The material outlines an 8-step analysis process: Megatrend Extraction → Self-Impact Assessment → Matching with Strengths → Identifying Business Touchpoints → Materiality Assessment → KPI Setting → Connection to Financial Levers → Final Integration. Furthermore, Sekisui Chemical's strengths are shown as its "Anticipate, Process, and Transform" technological philosophy, technology platform, sustainability contribution products, high-ROIC housing business, lifeline and environmental business, high-performance plastics, perovskite solar cells, human capital and challenging culture, and capital efficiency management. Each of these is visualized as a structure with touchpoints to social issues. Moreover, the material presents ten final key materialities: expansion of sustainability contribution products, climate change response and decarbonization solutions, resource circulation and waste plastic recycling, disaster-resilient housing and town development, lifeline and infrastructure reinforcement, growth in high-performance and electronic materials, commercialization of perovskite solar cells, growth in the medical and bio domains, strengthening human capital and challenging culture, and internal control, quality, human rights, and governance. These are not just ESG themes but are organized as corporate value drivers leading to sales growth, profit margin improvement, ROIC improvement, WACC reduction, and PBR re-evaluation. A particularly noteworthy point is the consistent fusion of social issue resolution and capital efficiency shown in the material. A stable cash flow from the high-ROIC housing and lifeline businesses supports the existing revenue base, on top of which high-performance materials, perovskite solar cells, and medical fields are positioned as growth options. Furthermore, climate change, human rights, quality, internal control, and governance are organized from the perspective of suppressing capital costs and enhancing reliability, making it a very insightful composition for translating non-financial information into corporate value. Seminar Overview The feature of this seminar is not just the GPIF-perspective commentary, but the use of Sekisui Chemical's integrated report analysis to decipher the structure of excellent materiality disclosure on a case-by-case basis. By confirming the model of valued disclosure through actual corporate analysis rather than abstract theory, you can gain perspectives applicable to improving your own integrated reporting and sustainability disclosure. Main topics covered in the seminar: - What is "excellent materiality disclosure" from a GPIF perspective? - Case analysis based on Sekisui Chemical's "Integrated Report 2025" - The process of identifying materiality starting from megatrends - The structure connecting social issue resolution to ROE, ROIC, WACC, and PBR - Connection of materiality-specific KPIs and financial levers - Strengths, weaknesses, and interesting points from an investor's perspective Recommended for: - Those involved in planning and improving integrated reports and sustainability reports - Those in IR, corporate planning, sustainability, and ESG promotion departments - Those who want to learn from examples of excellent integrated reports - Those aiming to advance disclosure with an eye on dialogue with GPIF and institutional investors - Those who want to explain materiality in the context of corporate value - Those who want to disclose social issues, business portfolios, and capital efficiency in an integrated manner. Event Details Date & Time: Wednesday, May 27, 2026, 12:00-12:45 Format: Online Fee: Free Registration: https://peatix.com/event/5010207 Speaker Introduction Taku Kumazawa, Representative Partner, Social Impact Research Inc., Lecturer at SBI Graduate School, Coordinator and Lecturer at Oberlin University Graduate School of Sustainability Management, Chartered Financial Analyst. Based on his expertise in investment, finance, and corporate analysis, he provides analysis and support for connecting companies' non-financial information to their financials and corporate value. He has supported many companies in advancing their information disclosure in areas such as integrated reports, sustainability disclosure, materiality analysis, and impact report creation. He specializes in organizing the causal structure from "non-financial → financial → corporate value" from an investor's perspective and visualizing it as a story that leads to corporate value enhancement. He disseminates practical knowledge on integrated reporting, sustainability disclosure, and impact assessment through lectures at graduate schools, corporate seminars, and individual advisory services. Company Profile Company Name: Social Impact Research Inc. Representative: Taku Kumazawa, Representative Partner Business Content: - Research, analysis, and advisory on integrated reports and sustainability disclosure - Support for materiality identification, impact assessment, and value creation story construction - Reporting support connecting non-financial information to financials and corporate value - Corporate value enhancement consulting based on an institutional investor perspective - Planning and implementation of seminars, lectures, and training Social Impact Research Inc. is a specialized firm that conducts research and provides support to decipher corporate sustainability information and non-financial capital by connecting them to financials and corporate value. We aim to evolve integrated reports and materiality disclosures from mere explanatory documents into corporate value creation stories that resonate with investors, by providing research, analysis, report creation, and advisory services. In the 9th session, through the case of Sekisui Chemical, we will consider how to present materiality disclosure not just as an "explanation of social issues," but as a "blueprint for corporate value creation." If you want to learn about disclosure that connects non-financial to financial, and then to corporate value, based on a real example, please join us.