Asahi Diamond Industrial Co., Ltd. · TSE:6140

Asahi Diamond Industrial — FY2025 Earnings Presentation

19 slides from Asahi Diamond Industrial's earnings presentation, May 26, 2026

1. Slide 1: Financial Results Briefing

   Fiscal Year Ending March 2026 Financial Results Briefing May 26, 2026 Note: This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.

2. Slide 2: Contents

   Contents 01 FY2025 Financial Results 02 FY2026 Forecasts -2 - ©All rights reserved by Asahi Diamond Industrial Co., Ltd.

3. Slide 3: Financial Results (Consolidated)

   Financial Results (Consolidated) Operating profit increased significantly driven by growth in net sales and improved profitability, while net income attributable to owners of the parent declined due to impairment losses. Unit: Million yen FY2024 FY2025 YoY Change Result % Result % YoY Change (%) Net

4. Slide 4: Quarterly Results and Trends (Consolidated)

   Quarterly Results and Trends (Consolidated) Net sales increased gradually, while operating profit fluctuated due to the impact of work-in-progress and product inventories but showed an overall improving trend. Unit: million yen FY2025 1Q 2Q 3Q 4Q Result % Result % Result % Result % Net sales 10,026

5. Slide 5: Net Sales and composition by Industry (Consolidated)

   Net Sales and composition by Industry (Consolidated) Sales of tools for machinery used primarily in semiconductor production increased, leading to a higher share of the machinery segment. Unit: million yen FY2024 FY2025 Net sales % Net sales % YoY Change YoY Change (%) Electronics & 16,667 40.7 16,9

6. Slide 6: Net Sales Breakdown by Industry: Electronics and Semiconductor

   Net Sales Breakdown by Industry : 1.Electronics and Semiconductor (Includes Electroplated Diamond Wire) Semiconductor and Electronic Full Year Components Net sales (Millions of yen) Electroplated Diamond Wire Sales 合計 Although demand for SiC semiconductor applications 20,000 16,667 16,978 declined,

7. Slide 7: Net Sales Breakdown by Industry: Transportation

   Net Sales Breakdown by Industry : 2. Transportation Full Year Net sales (Millions of yen) 9,204 9,692 9,632 10,000 8,115 8,282 8,000 6,000 Automotive 4,000 Sales increased in India but decreased in Europe 2,000 and North America sales declined slightly 0 FY2021 FY2022 FY2023 FY2024 FY2025 Net sales

8. Slide 8: Net Sales Breakdown by Industry: Machinery

   Net Sales Breakdown by Industry : 3. Machinery Net sales Full Year (Millions of yen) 12,500 9,832 10,640 10,373 Bearing, Cemented Carbide Tool 10,000 9,434 9,430 7,500 Sales of bearings and cemented carbide tools 5,000 increased, supported by demand from 2,500 electronics and semiconductor applicati

9. Slide 9: Net Sales Breakdown by Industry: Stone and Construction

   Net Sales Breakdown by Industry : 4. Stone and Construction Net sales Full Year (Millions of yen) 6,000 Resource Exploration 4,124 4,239 4,218 3,975 3,885 Sales declined due to a decrease in overseas 4,000 orders. 2,000 0 Construction in Japan FY2021 FY2022 FY2023 FY2024 FY2025 Sales declined slight

10. Slide 10: Net Sales Breakdown by Geographical Region (Consolidated)

    Net Sales Breakdown by Geographical Region (Consolidated) Sales increased in Japan, China, and other Asia and Oceania regions, with particularly strong growth in Japan and China. Unit: Millions of yen FY2024 FY2025 YoY Change Net Sales % Net Sales % YoY Change (%) Japan 18,217 44.4 19,512 46.5 1,295

11. Slide 11: Consolidated Balance Sheet

    Consolidated Balance Sheet Cash and deposits increased due to the sale of investment securities and long-term borrowings, while tangible fixed assets decreased as a result of impairment losses. Unit: Millions of yen Fiscal Year Fiscal Year Fiscal Year Fiscal Year ending ending ending ending Assets M

12. Slide 12: Consolidated Statement of Cash Flows

    Consolidated Statement of Cash Flows Cash decreased due to the acquisition of treasury shares but increased as a result of long-term borrowings. U n i t : Mi l l i o n s o f y e n FY2024 FY2025 Change Profit (loss) before income taxes 3,799 3,378 ▲420 Depreciation 3,328 3,475 146 Impairment - 1,920

13. Slide 13: FY2026 Forecasts

    Description 01 FY2025 Financial Results 02 FY2026 Forecasts -13 - ©All rights reserved by Asahi Diamond Industrial Co., Ltd.

14. Slide 14: Outline of Forecasts (Consolidated)

    Outline of Forecasts (Consolidated) Despite higher expenses, operating profit is expected to increase significantly, supported by sales growth and a reduction in retirement benefit expenses. Unit: million yen FY2025 FY2026 YoY FY2025 FY2026 YoY YoY YoY First Half % First Half % Change Full-year % Fu

15. Slide 15: Forecasts for Net Sales and Composition by Industry (Consolidated)

    Forecasts for Net Sales and Composition by Industry (Consolidated) Net sales is expected to increase, driven by solid electronics and semiconductor and machinery businesses and expanded sales of transportation equipment. Unit: Millions of yen FY2025 FY2026 YoY FY2025 FY2026 YoY YoY YoY First Half %

16. Slide 16: Forecasts for Net Sales by Region (Consolidated)

    Forecasts for Net Sales and Composition by Industry (Consolidated) Net sales is expected to increase across all regions except North America, mainly driven by electronics and semiconductor-related demand. U n i t : Mi l l i o n s o f yen FY2025 FY2026 YoY FY2025 FY2026 YoY YoY YoY First Half % First

17. Slide 17: Capital Expenditures Results and Plan

    Capital Expenditures 「Results and Plan」 Capital Expenditure Depreciation (Millions of yen) (Millions of yen) 4,000 3,500 6,000 3,257 3,414 5,298 4,998 3,000 2,803 2,886 4,000 2,000 2,726 3,000 2,276 2,000 1,000 0 0 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 Forecast Foreca

18. Slide 18: Forward-looking statements notice

    ・This material contains forward-looking statements other than historical facts. These forecasts and plans are based on information currently available to us and certain assumptions that we believe to be reasonable. Actual results may differ materially from these forecasts due to a variety of factors

19. Slide 19: ©All rights reserved by Asahi Diamond Industrial Co., Ltd.

    ©All rights reserved by Asahi Diamond Industrial Co., Ltd.

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