Slide 1: 1Q FY2026 Consolidated Financial Results
1Q FY2026 Consolidated Financial Results July 30, 2026 Fujitsu Limited 1 © 2026 Fujitsu Limited
Slide 2: Financial Results for 1Q FY2026
Financial Results for 1Q FY2026 2 © 2026 Fujitsu Limited
Slide 3: FY2026 1Q Results: Overview
FY2026 1Q Results: Overview Service Solutions (Billions of yen) ▎ Revenue up 6.7% from the prior year up 7.5% in Japan vs. Revenue 548.9 LY +6.7% ▎ Adjusted operating profit up 31.3% from the prior year Adjusted vs. Operating Profit 62.8 LY +14.9 In addition to higher revenue, profitability also imp
Slide 4: Business Segment Information
Business Segment Information (Billions of yen) 1Q FY2025 1Q FY2026 vs. LY (%) Revenue 514.6 548.9 34.3 6.7 Service Solutions Adj. Operating Profit 47.8 62.8 14.9 31.3 [%] [9.3%] [11.4%] [2.1%] Hardware Revenue 202.1 211.2 9.0 4.5 Solutions Adj. Operating Profit 1.3 -3.7 -5.0 - Ubiquitous Revenue 47.
Slide 5: Consolidated PL
Consolidated PL Adjusted Consolidated Results (Billions of yen) 1Q FY2025 1Q FY2026 vs. LY (％) Revenue 749.8 779.3 29.5 3.9 Adjusted Operating Profit 35.1 54.9 19.7 56.4 [Adjusted Operating Profit Margin] [4.7%] [7.0%] [2.3%] Adjusted Net Profit 29.7 41.8 12.1 40.7 Adjusted Operating Profit -1.6 -2.
Slide 6: Business Segment Information (Adjusted Operating Profit)
Business Segment Information (Adjusted Operating Profit) 6 © 2026 Fujitsu Limited
Slide 7: Service Solutions
Service Solutions ◼ Service Solutions (Billions of yen) 1Q FY2025 1Q FY2026 vs. LY (%) ▎Revenue Revenue 514.6 548.9 34.3 6.7 Strong growth in Uvance and Modernization [Uvance] [146.7] [192.2] [45.5] [31.0] [Modernization] [51.7] [54.4] [2.7] [5.4] Manufacturing industry customers revenue Adjuste
Slide 8: Factors Behind Change in Adjusted Operating Profit
Service Solutions Factors Behind Change in Adjusted Operating Profit (Billions of yen) Revenue +34.3 / Adjusted Operating Profit +14.9 [+2.1%] +7.8 -2.8 [+1.5%] [-1.2%] 11.4% +9.9 [+2.1%] [+1.8%] Investment Improvement expansion, etc. 9.3% in profitability AI Delivery Platform (Gross margin +1.5%) S
Slide 9: Orders (Japan)
Service Solutions Orders (Japan) Strong demand for DX and Modernization continues across many industries FY2025 FY2026 [After Large- Scale Deals 1Q 2Q 3Q 4Q Total 1Q Normalization] Japan 101% 105% 106% 95% 102% 110% [108%] Enterprise 97% 97% 107% 101% 101% 101% [101%] Manufacturing [Automotive & Dis
Slide 10: Uvance
Service Solutions Uvance (Billions of yen) Orders 127.6 Up 51% 193.3 Annual Plan 840.0 Up 18% 709.3 Vertical Up 47% 340.0 Vertical Uvance total 192.2 482.8 296.8 Up 31% Revenue 146.7 73.4 Vertical 175.2 Up 47% 49.8 Horizontal Horizontal 500.0 Horizontal 412.4 96.9 118.8 Up 23% 307.6 1Q FY25 1Q FY26
Slide 11: Modernization
Service Solutions Modernization (Billions of yen) Orders 74.7 Up 23% 91.6 Annual Plan 470.0 Up 20% Modernization 392.1 total Up 29% 94.9 Up 32% Vertical Service Solutions 73.8 296.9 299.0 (excl. Uvance) Revenue 54.4 Service Solutions (excl. Uvance) 249.7 201.0 51.7 Uvance Horizontal 27.2 139.0 Uvanc
Slide 12: Improvement in Profitability
Service Solutions Improvement in Profitability Improvement in profitability: +7.8 billion yen (Gross margin ratio +1.5%) ▎ Integrated Delivery Organization To maximize customer value, Japan delivery was transformed into ▎Trends in gross margin a larger and stronger organization by integrating exi
Slide 13: Breakdown by Sub-Segment
Service Solutions Breakdown by Sub-Segment (Billions of yen) 1Q 1Q ▎ Enterprise vs. LY (％) FY2025 FY2026 Revenue 514.6 548.9 34.3 6.7 Japan business revenue increased mainly in Japan 380.8 409.5 28.7 7.5 Manufacturing industry customers Service 12% profit increase due to higher revenue and Outside J
Slide 14: Hardware Solutions
◼ Hardware Solutions (Billions of yen) ◼ System Products 1Q FY2025 1Q FY2026 vs. LY (%) Revenue outside Japan increased mainly due to Revenue 202.1 211.2 9.0 4.5 FX impact System Products 167.1 175.0 7.9 4.7 Japan revenue decreased due to pullback from large-scale deals last year Network Products 34
Slide 15: Ubiquitous Solutions
◼ Ubiquitous Solutions (Billions of yen) 1Q FY2025 1Q FY2026 vs. LY (%) ◼ Counter-effect from last year’s Windows 10 Revenue 47.9 34.4 -13.4 -28.1 end-of-support demand as well as large-scale Adjusted 8.2 4.4 -3.7 -45.8 deals for financial institutions Operating Profit [Adj. operating profit margin]
Slide 16: Cash Flows, Assets, Liabilities and Equity
Cash Flows, Assets, Liabilities and Equity 16 © 2026 Fujitsu Limited
Slide 17: Cash Flows (Consolidated)
Cash Flows (Consolidated) (Billions of yen) 1Q FY2025 1Q FY2026 vs. LY Core Free Cash Flow * 230.3 217.7 -12.5 * Ordinary free cash flow, excluding one-time cash inflows or outflows from such activities as business restructurings, structural reforms, and acquisitions or divestitures. ▎ Core free cas
Slide 18: Assets, Liabilities and Equity (Consolidated)
Assets, Liabilities and Equity (Consolidated) (Billions of yen) Year-end End of vs. LY FY2025* 1Q FY2026 Total Assets 3,416.6 3,308.5 -108.0 Total Liabilities 1,368.1 1,253.9 -114.2 Total Equity 2,048.4 2,054.5 6.1 Total Equity Attributable to Owners of the Parent 2,028.7 2,035.3 6.5 Reference: Fina
Slide 19: Earnings Forecast for FY2026
Earnings Forecast for FY2026 19 © 2026 Fujitsu Limited
Slide 20: Financial Forecast (Adjusted)
Financial Forecast (Adjusted) (Billions of yen) FY2026(Forecast) FY2025 Change vs. Current vs. LY (%) (Actual) Previous Forecast Forecast Revenue 3,502.9 3,510.0 - 7.0 0.2 Adjusted Operating Profit 390.5 425.0 - 34.4 8.8 [Adjusted Operating Profit Margin] [11.2%] [12.1%] [-%] [0.9%] Adjusted Net Pro
Slide 21: Adjusted Consolidated Results/Items
Adjusted Consolidated Results/Items (Billions of yen) FY2026 (Forecast) Change vs. Previous Forecast vs. LY Adjusted Adjusted Adjusted Adjusted Consolidated Adjusted Consolidated Adjusted Consolidated Consolidated Consolidated Consolidated Items Results Items Results Items Results Results Results Re
Slide 22: Business Segment Information
Business Segment Information (Billions of yen) FY2026(Forecast) FY2025 Change vs. Current vs. LY (％) (Actual) Previous Forecast Forecast Revenue 2,346.9 2,470.0 - 123.0 5.2 Japan 1,771.7 1,960.0 - 188.2 10.6 Service Outside Japan 575.2 510.0 - -65.2 -11.3 Solutions Adj. Operating Profit 361.4 430.0
Slide 23: Breakdown by Sub-Segment
Service Solutions Breakdown by Sub-Segment (Billions of yen) FY2026(Forecast) FY2025 Change vs. Current vs. LY (％) （Actual） Previous Forecast Forecast Revenue 2,346.9 2,470.0 - 123.0 5.2 Service Adj. Operating Profit 361.4 430.0 - 68.5 19.0 Solutions [%] [15.4%] [17.4%] [-%] [2.0%] Revenue 866.3 940
Slide 24: Cash Flows
Cash Flows (Billions of yen) FY2026(Forecast) FY2025 Change vs. Current vs. LY (Actual) Previous Forecast Forecast Core Free Cash Flow 289.9 300.0 - 10.0 Adjusted items from GAAP Free Cash Flow 192.7 -90.0 - -282.7 Free Cash Flow 482.6 210.0 - -272.6 24 © 2026 Fujitsu Limited
Slide 25: Fujitsu IR Day 2026 Technology-Driven Value Creation
Announcement of Event Fujitsu IR Day 2026 Technology-Driven Value Creation Business Growth Strategies Leading to Management Vision 2035 Date: September 16, 2026 (Wed) , AM JST Hybrid Event Speakers： Mr. Takeshi Isobe Representative Director, Corporate Vice President, CFO Mr. Shunsuke Onishi Corporat
Slide 26: Thank you
Thank you © 2026 Fujitsu Limited
Slide 27: Cautionary Statement
Cautionary Statement These materials may contain forward-looking statements that are based on management’s current information, views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed
Slide 28: Supplementary
Supplementary 28 © 2026 Fujitsu Limited
Slide 29: Continuing Operation Financial Results
Financial Results Consolidated PL by Quarter Adjusted Consolidated Results (Billions of yen) FY2025 FY2026 1Q 2Q 3Q 4Q Total 1Q Revenue 749.8 816.6 884.6 1,051.7 3,502.9 779.3 Adjusted Operating Profit 35.1 86.2 107.8 161.4 390.5 54.9 Continuing Operation [Adjusted Operating Profit Margin] [4.7%] [1
Slide 30: Adjusted Items by Quarter
Financial Results Adjusted Items by Quarter (Billions of yen) FY2025 FY2026 1Q 2Q 3Q 4Q Total 1Q Adjusted Operating Profit 35.1 86.2 107.8 161.4 390.5 54.9 Adjusted items from GAAP Operating Profit -1.6 -14.3 -2.1 -24.0 -42.2 -2.3 One-time Profit/Loss from business transfers 0.2 1.8 - -0.3 1.6 - Bus
Slide 31: Business Segment Information by Quarter
Financial Results Business Segment Information by Quarter (Billions of yen) FY2025 FY2026 1Q 2Q 3Q 4Q Total 1Q Service Revenue 514.6 551.8 591.2 689.2 2,346.9 548.9 Solutions Adj. Operating Profit 47.8 71.7 96.4 145.3 361.4 62.8 Revenue 197.6 212.5 216.4 239.7 866.3 213.0 Enterprise Adj. Operating P
Slide 32: Service Solutions (Japan) Revenue + Order Backlog
Financial Results Service Solutions (Japan) Revenue + Order Backlog (Billions of yen) End of 1Q FY2026 FY2026 Revenue Amount needed Forecast Revenue Order Backlog to achieve (Sales expected Total revenue (Full year) Actual from 2Q to 4Q) forecast vs. LY(%) 111% Revenue and 1,960.0 409.5 916.8 1,326.
Slide 33: Uvance
Financial Results Uvance (Billions of yen) FY2025 FY2026 1Q 2Q 3Q 4Q Total 1Q vs. LY(%) 145% 185% 161% 139% 156% 146% Vertical 48.4 84.5 75.3 98.3 306.6 70.5 vs. LY(%) 105% 156% 141% 96% 120% 155% Orders Horizontal 79.2 106.4 110.8 124.2 420.8 122.7 vs. LY(%) 117% 168% 148% 111% 133% 151% Total 127.
Slide 34: Cash Flows by Quarter
Financial Results Cash Flows by Quarter (Billions of yen) FY2025 FY2026 1Q 2Q 3Q 4Q Total 1Q Core Free Cash Flow 230.3 -66.0 11.5 114.1 289.9 217.7 Adjusted items from GAAP Free Cash Flow 171.4 90.9 -47.8 -21.9 192.7 -3.2 Free Cash Flow 401.7 24.9 -36.3 92.2 482.6 214.4 34 © 2026 Fujitsu Limited
Slide 35: Assumptions Used for FY2026 Forecasts
Earnings Forecast Assumptions Used for FY2026 Forecasts 1. Exchange Rates (Average) and Impact of Fluctuation FY2026 Impact of Exchange Rate FY2025 1Q 2Q/3Q/4Q Change vs. Fluctuation (Actual) Previous 2Q/3Q/4Q (Actual) (Forecast) Forecast (Forecast)* U.S. dollar / Yen 151 159 150 - -0.7 Billion yen
Slide 36: Assumptions Used for FY2026 Forecasts
Earnings Forecast Assumptions Used for FY2026 Forecasts 2. Capital Expenditures, Depreciation and Amortization (Property, Plant and Equipment, Intangible Assets and leased Assets) (Billions of yen) 1Q Full year Change vs. FY2025 FY2026 FY2025 FY2026 Previous (Actual)* (Actual) (Actual)* (Forecast) F