Goodpatch, Inc. · TSE:7351

Goodpatch — FY2025 Earnings Presentation

81 slides from Goodpatch's earnings presentation, Oct 15, 2025

1. Slide 1: Design to empower

   2025 Goodpatch Inc. Design to empower 1 ©︎

2. Slide 2: Agenda

   01 FY2025 02 FY2025 03 FY2025 4Q TOPICS 04 FY2026 05 FY2026 06 APPENDIX 2

3. Slide 3: FY2025

   FY2025 3 3

4. Slide 4: FY2025 results highlights

   5,085 +29.0% +1,142 557 +15.1 +522 11.0 % +10.1 pt © 2025 Goodpatch Inc. 4

5. Slide 5: z © 2025 Goodpatch Inc.

   6,075 +10.5% +578 6,030 62.0 +19.5% +10.1 60.0 z 149 -7.5% -12 158 526 -1.9% -10 617 © 2025 Goodpatch Inc. 5

6. Slide 6: Net sales and operating profit trends

   6,000 750 557 +1,142 394 +522 +29.0%) 5,085 5,000 +15.1 ) 389 500 406 298 3,928 3,942 4,000 3,724 202 322 347 281 683 683 620 3,000 2,741 250 461 466 34 264 4,696 2,000 200 3,442 3,605 3,595 0 2,476 -55 -55 -54 -96 -93 1,000 -146 -71 -71 -71 -79 0 -250 FY2021 FY2022 FY2023 FY2024 FY2025 FY2021 FY202

7. Slide 7: Results by business

   Goodpatch Goodpatch Anywhere 2,921 999 775 +36.6 % +7.7 % +46.6 % 326 263 93 11.2 26.3 12.1 +114.3 % +125.3 % 158 © 2025 Goodpatch Inc. 7

8. Slide 8: Quarterly sales and operating profit

   1,500 250 201 +307 1,366 +32.6%) 152 179 1,254 110 1,250 200 1,250 1,214 145 82 96 99 1,051 1,058 1,024 1,040 104 128 150 969 79 100 79 1,000 73 935 942 62 239 848 92 101 203 202 48 100 79 183 750 34 153 150 50 +48 1,255 90 1,114 1,171 1,153 1,153 -34 65 -28 0 500 971 957 950 960 23 -40 22 906 15 84

9. Slide 9: Income statement summary

   FY2024 4Q FY2025 4Q YoY FY2024 FY2025 YoY 942 1,250 +32.6% 3,942 5,085 +29.0% 550 729 +32.6% 2,183 2,942 +34.8% 58.4% 58.3% 0.0pt 55.4% 57.9% +2.5pt 551 681 +23.6% 2,148 2,385 +11.0% 0 48 - 34 557 +15.1 -0.1% 3.8% +3.9pt 0.9% 11.0% +10.1pt 4 78 +15.5 46 613 +12.1 0 42 +103.3 11 407 +34.3 - - - 1.27

10. Slide 10: Operating profit change factors

    1,250 +42 -141 1,000 -431 750 +1,100 -1 -10 -9 -24 500 557 15.1 250 34 136 78 4 0 -33 -10 © 2025 Goodpatch Inc. 10

11. Slide 11: Cost of sales and expenses

    5,000 4,528 +619 479 4,000 3,908 +15.9%) 134 3,629 134 68 84 68 84 455 47 416 125 125 72 57 83 57 83 1,267 72 61 83 61 3,000 83 692 836 2,000 2,304 2,349 2,492 1,000 0 FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 11

12. Slide 12: Quarterly costs

    1,250 1,186 1,202 +258 1,085 1,053 121 129 1,024 1,052 +27.4%) 40 38 975 109 38 40 1,000 112 943 34 119 21 21 21 27 27 936 21 21 21 906 115 26 21 882 34 8 20 8 121 26 20 21 37 17 20 107 10 20 10 17 816 114 20 37 20 101 13 20 13 101 22 47 29 20 12 47 358 327 11 10 20 21 20 29 7 21 22 7 12 21 10 21 10

13. Slide 13: © 2025 Goodpatch Inc.

    5,245 956 143 3,395 4,145 1,849 © 2025 Goodpatch Inc. 13

14. Slide 14: FY2025

    FY2025 14 14

15. Slide 15: Segment sales and profit

    5,000 750 611 +1,100 540 +483 +376.4%) 4,000 +30.6%) 550 461 395 11 3,000 350 683 620 4,696 461 466 128 4,696 2,000 150 3,442 3,605 3,595 200 2,476 1,000 -50 -79 -71 -71 -71 -17 0 -250 FY2021 FY2022 FY2023 FY2024 FY2025 FY2021 FY2022 FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 15

16. Slide 16: Segment quarterly results

    1,500 250 222 +312 185 184 200 1,200 +37.1%) 165 135 132 150 900 239 100 203 202 73 183 600 1,255 47 153 +68 150 1,171 1,153 +14.9 1,114 ) 971 957 960 50 906 950 90 842 841 65 5 4 769 -2 300 15 23 -17 22 0 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2

17. Slide 17: Segment KPIs

    8,000 80 +578 +10.1 +10.5%) +19.5%) 6,000 60 4,000 40 6,075 62 62.0 5,474 5,497 52.7 51.9 2,000 20 0 0 FY2023 FY2024 FY2025 FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 17

18. Slide 18: Segment quarterly KPIs

    7,000 +835 70 +10 +19.0%) +16.5%) 6,221 6,322 63.7 62.7 5,887 61.0 60.7 61.0 5,862 5,868 5,603 5,598 5,736 6,000 60 5,499 5,392 56.0 6,030 52.3 53.3 54.3 52.7 60 5,142 5,052 5,000 50 47.3 41.3 4,000 40 3,000 30 2,000 20 1,000 10 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3

19. Slide 19: z 1Q 2Q

    800 772 780 784 751 761 735 716 697 +33 652 664 +4.4%) 603 620 600 549 548 553 570 585 509 531 409 431 433 478 z 400 405 200 49 72 75 95 78 63 53 41 56 66 60 50 149 146 141 144 151 161 157 153 150 149 139 136 199 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 19

20. Slide 20: z FY2023 FY2024

    200 150 -37 100 143 157 127 136 130 127 135 128 50 104 115 106 85 z 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2023 FY2024 FY2025 FY2023 FY2024 FY2025 431 536 526 61 57 68 141.7 107.9 130.0 © 2025 Goodpatch Inc. 20

21. Slide 21: FY2025

    FY2025 21 21

22. Slide 22: Segment sales and profit

    +42 400 +12.1%) 389 0 15 15 347 322 1 1 1 1 -30 -55 -54 300 281 264 3 3 -96 -93 5050 -60 257 306 +39 200 236 -146 194 -90 134 100 -120 79 83 84 88 67 0 -150 FY2021 FY2022 FY2023 FY2024 FY2025 FY2021 FY2022 FY2023 FY2024 FY2025 © 2025 Goodpatch Inc. 22

23. Slide 23: Segment quarterly results

    125 0 -3 -4 -5 110 5 -12 101 5 100 100 99 96 92 -4 2 2 -10 -19 -20 -23 79 79 79 82 -19 -25 73 1 7 1 -31 -31 7 75 -32 -34 62 -20 78 80 79 89 73 79 79 50 57 58 47 56 58 41 -30 25 26 22 21 21 20 21 19 20 19 16 15 15 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2023 FY

24. Slide 24: FY2025 4Q TOPICS

    FY2025 4Q TOPICS 24 24

25. Slide 25: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. Goodpatch APH se bRT LE CMD AY IT YC 25

26. Slide 26: © 2025 Goodpatch Inc.

    2025 8 31 10 20-30% © 2025 Goodpatch Inc. 26

27. Slide 27: FY2026

    FY2026 27 27

28. Slide 28: FY2026 forecast

    5,600 +10.1% 6,000 +10.1% 5,600 5,085 560 +0.5% 3,942 4,000 632 +3.1% 5,600 409 5,085 +0.5% 2,000 3,942 46.83 +1.0% +0.5% 557 560 34 10 0 FY2024 FY2025 FY2026 © 2025 Goodpatch Inc. 28

29. Slide 29: FY2026 forecast by segment

    +25 +4.0 800 7,000 70 (+6.5%) (+0.4%) +53 (+10.1%) 600 5,250 53 400 3,500 35 62.0 66.0 66.0 6,075 6,100 579 5,497 z 51.9 536 526 200 1,750 18 0 0 0 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 © 2025 Goodpatch Inc. 29

30. Slide 30: FY2026

    FY2026 30 30

31. Slide 31: Market growth FY2023-FY2030 CAGR

    100,000 92,666 FY2023 - FY2030 CAGR 10.8% 75,000 50,000 45,309 z 25,000 0 FY2023 FY2024 FY2025 FY2026 FY2030 © 2025 Goodpatch Inc. 31

32. Slide 32: AI Driven Design Company

    AI Driven Design Company AI DX © 2025 Goodpatch Inc. 32

33. Slide 33: © 2025 Goodpatch Inc.

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34. Slide 34: © 2025 Goodpatch Inc.

    2 yma ttn eat Se Hy ba (Lucida on RE a nena He CE, RTE E s, © 2025 Goodpatch Inc. coer . kaso a om o- on Goodpatch 34

35. Slide 35: FY2026 FY2025 FY2026

    FY2025 FY2026 21 25 FY2025 FY2026 54 93 FY2026 579 +53 +10.1 © 2025 Goodpatch Inc. 35

36. Slide 36: FY2023 © 2025 Goodpatch Inc. FY2024

    200 +31 150 100 180 161 149 136 50 0 FY2023 FY2024 FY2025 FY2026 © 2025 Goodpatch Inc. 36

37. Slide 37: User Experience Design

    User Experience Design © 2025 Goodpatch Inc. 37

38. Slide 38: © 2025 Goodpatch Inc.

    Goodpatch © 2025 Goodpatch Inc. a

39. Slide 39: SIer

    Goo¢patch 39 © 2025 Goodpatch Inc.

40. Slide 40: Others

    Others © 2025 Goodpatch Inc. 40

41. Slide 41: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2025 Goodpatch Inc. 41

42. Slide 42: APPENDIX

    APPENDIX 42 42

43. Slide 43: Goodpatch

    Goodpatch 43

44. Slide 44: Group companies

    Goodpatch Inc. Tokyo Studio Details Inc. Nagoya Studio Details Inc. Tokyo © 2025 Goodpatch Inc. 44

45. Slide 45: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2025 Goodpatch Inc. 45

46. Slide 46: Goodpatch

    Goodpatch 46

47. Slide 47: Slack Instagram Airbnb

    Slack Instagram Airbnb YouTube X( Twitter) Pinterest © 2025 Goodpatch Inc. 47

48. Slide 48: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 48

49. Slide 49: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 49

50. Slide 50: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 50

51. Slide 51: Goodpatch

    Goodpatch

52. Slide 52: © 2025 Goodpatch Inc.

    People az Design Goo¢datch wR STUDIC Goodpatch © DETAILS Anywhere Qesigner Designer ter Student © 2025 Goodpatch Inc. 52

53. Slide 53: Business Service, UX

    Business Service, UX UX, UI, Engineering © 2025 Goodpatch Inc. 53

54. Slide 54: Experience Design Empowering Experiences

    Experience Design Empowering Experiences Brand Business Experience Design © 2025 Goodpatch Inc. 54

55. Slide 55: © 2025 Goodpatch Inc.

    @-mure =BUFJIRG SoftBank MIZLWHO ee SBIsk# PRTIMES UZABASE @AcyberAgent. MIXIE @RAKSUL @ aownys ClO! C4 th-S-AF- Pon SUNTORY SUNTORY BEVERAGE & FOOD note TFroKyocss © 2025 Goodpatch Inc. Gunosy — (Gy Money Forward © katsuk QOOONECAREER SAA&71 ERRMEES (© )unipos a li == KAIZEN PLATFORM Lancers YaQppi

56. Slide 56: Brand Experience, Business Design

    Brand Experience, Business Design UX Design, UI Design, Engineering © 2025 Goodpatch Inc. 56

57. Slide 57: © 2025 Goodpatch Inc.

    El") UZABASE @mura SBUFU BAR SUNTORY AF FAnicToxyo ena = SoftBank J Fees paimier NGKINTK +GF+ Soe SARK RUE CO. © 2025 Goodpatch Inc. 57

58. Slide 58: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. g Designer Qesigner io Student strap Q Layermate Peoplea Design 58

59. Slide 59: © 2025 Goodpatch Inc.

    Goodaatch STUDIO DETAILS Goodpatch e Anywhere ¥ Strap & Layermate g Designer g@ Designer for Student @«< Peopleay Design © 2025 Goodpatch Inc. 59

60. Slide 60: Goodpatch

    Goodpatch 60

61. Slide 61: © 2025 Goodpatch Inc.

    1 2 3 4 © 2025 Goodpatch Inc. 61

62. Slide 62: © 2025 Goodpatch Inc.

    SoftBank UZABASE @A CyberAgent. MIXI) PRTIMES i jem lt es Lancers Unipos GONECAREER Bbitkey OMUFG SG mAZ7I — @RakSul ever Shippio =RUFJRT © 2025 Goodpatch Inc.

63. Slide 63: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 63

64. Slide 64: © 2025 Goodpatch Inc.

    y™ Goodatch © 2025 Goodpatch Inc. 64

65. Slide 65: © 2025 Goodpatch Inc.

    2:1 © 2025 Goodpatch Inc. 65

66. Slide 66: Goodpatch

    Goodpatch 66

67. Slide 67: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2025 Goodpatch Inc. 67

68. Slide 68: © 2025 Goodpatch Inc.

    2018/5 2019/3 2020/3 2020/4 2022/6 2:1 k c w (& . + () © 2025 Goodpatch Inc. 68

69. Slide 69: Goodpatch

    Goodpatch 69

70. Slide 70: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 70

71. Slide 71: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 71

72. Slide 72: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 72

73. Slide 73: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 73

74. Slide 74: Goodpatch

    Goodpatch 74

75. Slide 75: FY2024 4Q FY2025 2Q FY2025 4Q

    0.2% FY2024 4Q 45.3% 8.1% 9.1% 4.9% 32.5% FY2025 2Q 45.7% 11.1% 9.1% 5.4% 28.7% FY2025 4Q 44.8% 4.4% 2.2 9.7% 2.4 36.5% % % 0% 25% 50% 75% 100% © 2025 Goodpatch Inc. 75

76. Slide 76: FAQ

    aXe) Goodpatch

77. Slide 77: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 77

78. Slide 78: Q&A

    Q. A. Q. A. © 2025 Goodpatch Inc. 78

79. Slide 79: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2025 Goodpatch Inc. 79

80. Slide 80: © 2025 Goodpatch Inc.

    © 2025 Goodpatch Inc. 80

81. Slide 81: Design to empower

    Goocatch Design to empowers

Goodpatch — FY2025 Earnings Presentation on 6ix