Slide 1: FY2025 Third Quarter Financial Briefing
FY2025 Third Quarter (Ended November 30, 2025) Financial Briefing January 9, 2026 RORZE CORPORATION （Code：6323） https://www.rorze.com/ir
Slide 2: Disclaimer
Disclaimer ◆ Regarding forward-looking statements The business forecasts and other forward-looking statements contained in this document are based on judgments made in accordance with information currently available for our company and do not constitute a guarantee or promise of the accuracy or comp
Slide 3: Company Profile
Company Profile Name RORZE CORPORATION Tokyo Stock Exchange Prime Market Global Network Listed Market (Securities code：6323) China Head Office Kannabe-cho, Fukuyama-shi, Hiroshima （Shanghai) Head Office March 30, 1985 Germany Korea (Dresden） （Yongin ） Capital 982 million JPY Japan Vietnam （Fukuyama・
Slide 4: FY2025 Third Quarter Consolidated Business Results
FY2025 Third Quarter (March 1 ～November 30, 2025) Consolidated Business Results 4
Slide 5: Summary of Q3 FY2025
Summary of Q3 FY2025 ◼ Sales grew 6% YoY, while quarterly sales from major customers in Taiwan and equipment manufacturers in China temporarily declined ◼ Operating profit declined 8％ YoY, reflecting the costs of the subsidiary consolidated from Q3 FY2024 while gross profit increased 6% ◼ Ordinary p
Slide 6: Net sales by regions
Net sales by regions ◼ The rankings and composition ratios by major region unchanged ◼ Semi sales to equipment manufacturers increased in USA and decreased in China, sales to Taiwan declined after the growth cycle peaked while remaining at a high level Singapore China USA Taiwan Korea 4,316 5% Vietn
Slide 7: Operating profit
Operating profit ◼ Operating profit declined with exchange rate effects and the increased SG&A by personnel costs and goodwill amortization at subsidiaries, while sales increased mainly in Semi （ Million JPY ） 2,226 25,593 △ 412 △ 1,843 △ 357 23,532 △ 1,415 △ 257 YoY Sales Fluction Exchange Rate Lab
Slide 8: Trends in orders, sales, and backlog: Semi
Trends in orders, sales, and backlog Semi ◼ Sales to Chinese equipment manufacturers and Taiwanese foundries decreased, while sales to equipment manufactures in USA increased ◼ Orders increased in USA and Korea, while orders from Taiwanese foundries temporarily declined due to a gap in ordering acti
Slide 9: Trends in orders, sales, and backlog: Analysis device
Trends in orders, sales, and backlog Analysis device ◼ Orders were delayed due to deferred customer capex plans, while the business environment is leveling off ◼ The Expert_LA laser ablation system, introduced two years ago, is highly regarded for advanced semiconductor processes and continues to ga
Slide 10: Trends in orders, sales, and backlog: FPD
Trends in orders, sales, and backlog FPD ◼ Sales amount declined as equipment delivery shifted to Q4 FY2025 ◼ Order volume increased during the current quarter, while new orders declined after Q4 FY2024 due to progress in equipment deliveries 5,889 （Million JPY） 4,598 4,705 2,595 2,759 2,257 1,454 O
Slide 11: Consolidated balance sheet
Consolidated balance sheet ◼ Cash and deposits were retained for business investments, while interest-bearing debt decreased by 6.5 billion JPY and a 5 billion JPY share buyback was completed by the end of July Assets Liabilities/Net assets (Billion JPY） (Billion JPY） 1,877 1,877 1,779 1,826 1,779 1
Slide 12: FY2025 Business Forecast
(RORZE FY2025 Business Forecast
Slide 13: FY2025 Progress against business forecasts
FY2025 Progress against business forecasts ◼ Continue to focus on achieving the full-year consolidated earnings forecast ◼ Driven by growing demand for generative AI, new capital investments for advanced process are increasing and expected to expand further ◼ Orders and sales of key substrate transf
Slide 14: Topics
(RORZE Topics
Slide 15: Honored to receive Supplier Award from Yield Engineering Systems
Honored to receive Supplier Award from Yield Engineering Systems RORZE AUTOMATION, INC, the US subsidiary of RORZE CORPORATION, received the “2025 Supplier of the Year (Automation) Award” from Yield Engineering Systems Yield Engineering Systems, based in USA, provides surface treatment, heat treatme
Slide 16: Exhibited Flap Wrist at SEMICON Japan
Exhibited Flap Wrist at SEMICON Japan Flap Wrist （Patent Pending） ◼ Achieves clean transfer by holding and flattening highly curved wafers before transportation ◼ Movable vacuum finger with four pads adapts to wafer shape, allowing transport of three types of semiconductor wafers: standard, warped,
Slide 17: NVT 7700 Laser Scribing System Debut
“Laser Scribing System” Debut ( Nanoverse Technologies Ltd. ) NVT 7700 A fully integrated laser singulation and metrology system ◼ Ideal laser scriber and dicing with a proprietary laser ◼ Industry-leading precision and high throughput ◼ Supports multi-shuttle chips ※ integrating multiple chips into
Slide 18: References
(RORZE References
Slide 19: Semi
Semi Unit Equipment Atmospheric Aligner Load Port manufacturers(SPE) Robot Process equipment System Inspection equipment EFEM Vacuum Platform System End -user Device manufacturers Wafer manufacturers Wafer Sorter N2 Purge Wafer Stocker 19
Slide 20: Advanced packaging line
Advanced packaging line Advanced packaging Method for connecting chiplet to achieve higher device density and functionality expansion with a smaller footprint ■ Packaging on PCB ■ Packaging on Silicon Wafer Front-end One chip per wafer Middle-end Instead of packaging in back-end, ・Forming vertical h
Slide 21: Advanced packaging line
Advanced packaging line PLP EFEM Tape Frame Sorter 21
Slide 22: Analysis device
Analysis device Chemical Semiconductor Gas solution Wafer industry SPEs End-user GED_Q ASASⅡ Device manufacturers Wafer manufacturers Expert GED MSAG CSI GED_SEMI Other industry Research institution Environmental measuring GPD ASDM LAGM/Expert LA Instrument manufacturer Chemical manufacturer etc. 22
Slide 23: FPD
FPD Front-end： FPD manufacturers Glass for FPD manufacturers INDEX extra-large substrate In-line returnable transfer transfer system system Laser cutting equipment RORZE SYSTEMS （Subsidiary in Korea） Back-end： FPD manufacturers Display module equipment Cell type extra-large packing equipment 23
Slide 24: Life science
Life science Drug discovery, Regenerative Incubator CO₂ Incubator with medium exchange medicine SCALE48 function＆cell imaging function CellKeeper®Ⅱ48Plus Mobile robot (universities, pharmaceutical companies) tissue staining and Scheduling software gene function analysis Automatic medium TM Green But
Slide 25: RORZE
RORZE 25