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ALCONIX CORPORATION (Listed on TSE First Section, Code 3036)

May 2014

Company Overview / Appendix

Copyright ©2014 ALCONIX CORPORATION All Rights Reserved 2

About ALCONIX


Business Summary


Business range

ALCONIX is a specialized trading company of non-ferrous metals

Business summary


Three main characteristics of the ALCONIX Group Business summary


Traditional business/

Light metals & copper products, Construction & industrial materialsBusiness summary

Figures are FY3/14 results


High growth business/

Electronic & advanced materials, Non-ferrous materialsBusiness summary

Figures are FY3/14 results


Expansion through M&As and business investments Business summary


Solid overseas network 事業概要事業概要事業概要事業概要

The ALCONIX Group has a unique overseas network that emphasized profitability

(As of March 2013)

●●●●Overseas subsidiaries and liaison offices

Cleveland, USA: ALCONIX USA., INC.

Hong Kong, China: ALCONIX HONGKONG CORP., LTD.

Bangkok, Thailand: ALCONIX (THAILAND) LTD.

ALCONIX LOGISTICS (THAILAND) LTD.

Shanghai, China: ALCONIX (SHANGHAI) CORP.

Beijing, China: ALCONIX (SHANGHAI) CORP, Beijing Branch

Shenzhen, China: ALCONIX (SHANGHAI) CORP, Shenzhen Branch

Guangzhou, China: ALCONIX (SHANGHAI) CORP. Guangzhou Branch

Dusseldorf, Germany: ALCONIX EUROPE GMBH

Kuala Lumpur, Malaysia: ALCONIX (MALAYSIA) SDN. BHD.

Taipei, Taiwan: ALCONIX (TAIWAN) CORPORATION

Hanoi, Vietnam: ALCONIX VIETNAM CO.,LTD.

Moscow Liaison Office (Russia): ADVANCED MATERIAL JAPAN CORPORATION

Vladivostok Liaison Office (Russia): ADVANCED MATERIAL JAPAN CORPORATION

ADVANCED MATERIAL BEIJING CORPORATION (China): ADVANCED MATERIAL JAPAN CORPORATION

ADVANCED MATERIAL TRADING PTE.LTD.(Singapore)

▲▲▲▲Overseas agents

Jeddah, Saudi Arabia: Sojitz Corporation, Jeddah Branch

Cairo, Egypt: Sojitz Corporation, Cairo Liaison Office


Business Model


ALCONIX's business development

Flexibly cope with the changing environment surrounding ALCONIX

Business model


Business fields Business model

The ALCONIX Group is a specialized non-ferrous metals trading firm that

covers all processes from upstream to downstream (final manufacturing)


Features of business model and profit structure Business model

■Market price rise � expansion of client demand; Market price drop � restraint in client demand

■Relatively small impact of market volatility on our transactions

●Some "Intermediary" and "Inventory-2" transactions are directly impacted by the market.

●"Inventory-2" transactions account for only 5% of total transactions. This limits the direct impact of market volatility on

our profits.


Corporate Data


Consolidated financial summary Corporate data


Main financial indicators Corporate data


Percentage breakdown of ALCONIX Group transactions

by product categoryCorporate data

* Based on results at the end of FY3/14 (value basis)

Titanium, tungsten, molybdenum,

rare earth, gallium, indium, cobalt,

antimony, cadmium, barium, etc.

Aluminum fins, aluminum foil,

tubes, strips, sheets, aluminum

alloy ingots, scraps, primary ingots,

fabricated aluminum products, etc.

Plating materials, precision machining

processing parts, precision grinding

processing parts, nonferrous metal

materials for automotive applications,

metal silicon, magnesium, zinc, valve

parts, piping joints, construction

materials, etc.

Industrial sapphire, UV blocking ink,

sputtering target, SIC wafer,

magnetic materials applications, etc.

Copper products (tubes, strips,

sheets),

electrolytic copper, copper

products for semiconductors,

brass copper rod, copper scrap,

electric wire, and other

fabricated copper products

Nickel powder, plating nickel ingot,

nickel foam, etc.


Market position (share) Corporate data


Main shareholders Corporate data


Stock price indicator Corporate data

April 1, 2013 – March 31, 2014Stock price


Market Chart (Reference Materials)


Market trends (main non-ferrous metals: copper, aluminum and nickel)

Market chart (reference materials)

Market prices fell in the beginning of 2013 and have been modestly volatile since

* Based on London Metal Exchange (LME)


Market trends (minor metals) Market chart (reference materials)

Titanium sponge prices remain weak, but tungsten and indium prices have

risen in 2013 on recovery expectations for the Japanese economy


Market trends (rare earth) Market chart (reference materials)

Rare earth prices, which have remained sluggish since July 2011, prices of light rare

earth elements recovered thanks to the upturn in operating environment. Ongoing

inventory corrections for heavy rare earth elements continue.


Dramatic growth of smartphone market

Global shipments of over 700 million units


We expect demand to expand not just in developed countries, but also in developing counties particularly for low-priced smartphones

Smartphone Shipments

Source: IDC (US research company )



Number of Domestic Sales; Share of HV/EV

Source: Next Generation Vehicle Promotion Center

Trend in sales of promising hybrid and

electric vehicles (HV/EV)

These materials were prepared to help investors understand ALCONIX and were not intended as a solicitation for investment in ALCONIX. These materials

were prepared carefully for accuracy, but the completeness of these materials cannot be guaranteed. ALCONIX will not be held responsible for any problems

or damages that result from the information provided in these materials. Earnings forecasts and other future forecasts in these materials were made based on

the judgment of ALCONIX using information available at the time these materials were prepared. These forecasts embody latent risk and uncertainty. Please

understand that actual earnings may differ from these forecasts due to changes in the business environment and other factors.

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