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Other Disclosures5341ASAHI EITO HOLDINGS CO.,LTD.Construction and Materials

Notice Regarding Progress of the New Challenge "Noble Gas" Business and Completion of the Business Implementation Framework

In the noble gas business, discussions with domestic distributors and end users regarding certain noble gas products other than helium have progressed to the stage of specific commercial negotiations. The internal framework and required approval procedures for starting import transactions are also in place, but the contract, volume, terms and start date have not been determined.

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Announced details

Specified noble gas product group other than helium (rare gas product group)
Applicable field (uses covered by this announcement)

Domestic industries and sectors that are important from an economic security perspective and highly dependent on overseas imports

Contract Date26 December 2025 (Agreement on Confirmation of the Strategic Cooperation Framework with 杭氧特種气体有限公司)
Relationship between the counterparty and the company
ASAHI EITO HOLDINGS CO.,LTD.5341
Relationship with the Company

Exclusive partner for helium and noble gas products in connection with the expansion into Japan by 杭氧特種气体有限公司 and 杭氧集团股份有限公司. Collaboration with Company C is under consideration for handling these products. Discussions are ongoing with domestic high-pressure gas distributors and end users regarding the supply framework and product adoption.

Counterparty杭氧特種气体有限公司, 杭氧集团股份有限公司, domestic high-pressure gas distributor Company C (name undisclosed), end user (name undisclosed)

杭氧特種气体有限公司 is a subsidiary of 杭氧集团股份有限公司. The location, representative, business activities, capital and year of establishment of 杭氧集团股份有限公司 are Not disclosed. Company C is described as a domestic high-pressure gas distributor with a market capitalization of approximately ¥100 billion, but its name and other details are Not disclosed.

Impact on Business Performance

The impact on consolidated results for the fiscal year ending November 2027 is expected to be minor. Transaction volumes, sales terms, transaction start date and the amount of the impact on results have not been determined.

The company does not address Contract Value / Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredSpecified noble gas product group other than helium (rare gas product group)
Counterparty杭氧特種气体有限公司, 杭氧集团股份有限公司, domestic high-pressure gas distributor Company C (name undisclosed), end user (name undisclosed)
Counterparty overview杭氧特種气体有限公司 is a subsidiary of 杭氧集团股份有限公司. The location, representative, business activities, capital and year of establishment of 杭氧集团股份有限公司 are Not disclosed. Company C is described as a domestic high-pressure gas distributor with a market capitalization of approximately ¥100 billion, but its name and other details are Not disclosed.
Relationship with the CompanyExclusive partner for helium and noble gas products in connection with the expansion into Japan by 杭氧特種气体有限公司 and 杭氧集团股份有限公司. Collaboration with Company C is under consideration for handling these products. Discussions are ongoing with domestic high-pressure gas distributors and end users regarding the supply framework and product adoption.
Contract Date26 December 2025 (Agreement on Confirmation of the Strategic Cooperation Framework with 杭氧特種气体有限公司)
Applicable areaDomestic industries and sectors that are important from an economic security perspective and highly dependent on overseas imports
Impact on Business PerformanceThe impact on consolidated results for the fiscal year ending November 2027 is expected to be minor. Transaction volumes, sales terms, transaction start date and the amount of the impact on results have not been determined.
Items this document does not state (11)
Contract ValueOffering priceLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative EffectsUsage historySource

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Discussions with 杭氧グループ, domestic distribution partners and end users have continued, and discussions regarding certain noble gas products have progressed to the stage of specific commercial negotiations. In addition, the internal framework for starting import transactions and the required approval procedures have been completed. The outlook for the start of transactions involving helium remains uncertain due to the impact of Chinese government export controls.

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