JANOME Corporation · TSE:6445
JANOME — 2Q FYE March 2027 Earnings Presentation
37 slides from JANOME's earnings presentation, November 2026
Slide 1: FYE March 2027 2Q Consolidated Results Highlights
FYE March 2027 2Q Consolidated Results Highlights JANOME Corporation Securities code: 6445 November 2026
Slide 2: Contents
Contents (1) Key Points ・・・・・・・・・・・・・・・・・ ・・・・・・・・・・・・・・ P.3 (2) Overview ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P.4 (3) Operating Profit : Year on Year Change ・・・・・・・ P.5 (4) Segment Information ・・・・・・・・・・・・・・・・・・・・・・ P.6 (5) Topics ・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P.9 (6) Shareholder Returns ・・・・・・・・
Slide 3: FYE March 2027 2Q Key Points
(1) FYE March 2027 2Q Key Points Increased FYE March 2027 2Q Consolidated Results: Net Sales JPY 21,889 Million / Operating Profit JPY 1,748 Million Household Equip. Segment / IT Segment : Steady Industrial Equip. Segment : Focused on securing profitability 3
Slide 4: FYE March 2027 2Q Overview
(2) FYE March 2027 2Q Overview FYE Mar. 2026 FYE Mar. 2027 Change [ Million Yen ] 2Q 2Q Amounts （%） Net Sales 17,487 21,889 4,401 (25.2%) 6,862 9,067 2,204 (32.1%) Gross Profit 39.2% 41.4% +2.2P － 406 1,748 1,341 (330.1%) Operating Profit 2.3% 8.0% +5.7P － Ordinary Profit 330 1,739 1,409 (426.4%) Pr
Slide 5: Operating Profit: Year on Year Change
(3) Operating Profit : Year on Year Change （Million Yen） + 1,341 Million Yen 406 1,748 Sales Profit Operating Foreign The U.S. Increase Margin Expenses Exchange Tariff Changes Increase Gain Refunds +1,077 －299 －534 +543 +554 Impact of the U.S. tariff refunds 554 1,194 FYE FYE Major Factor: Major Fac
Slide 6: Segment Information
(4) Segment Information [ Million Yen ] FYE Mar. 2026 2Q FYE Mar. 2027 2Q Change Net Sales 12,996 17,212 4,215 Household (Sales Composition) （74.3%） （78.6%） +4.3P Equip. Operating Profit 574 1,507 933 Net Sales 3,001 3,178 176 Industrial (Sales Composition) （17.2%） （14.5%） －2.6P Equip. Operating Pro
Slide 7: Sewing Machine: Regional Unit Sales
(4)-1 Sewing Machine : Regional Unit Sales （thousand units） 466 335 +146 482 North +7 America North America, 260 +36 293 Europe +33 Europe, Oceania Oceania －4 Latin America, 224 Asia, Middle East, Latin +119 America －2 Africa 190 140 Asia +122 70 Japan 41 Middle East －1 －9 33 32 FYE Mar. 2025 FYE Ma
Slide 8: Industrial Equipment: Sales Results
(4)-2 Industrial Equipment : Sales Results [ Million Yen ] FYE Mar. 2026 2Q FYE Mar. 2027 2Q Changes Net Sales 1,863 1,703 －160 Robot & Servo Press Operating Profit 6 18 12 Net Sales 1,137 1,474 337 Die-cast Operating Profit －465 －71 393 Net Sales 3,001 3,178 176 Total Operating Profit －458 －52 405
Slide 9: Topics-1: Launch of Overseas Sewing Machines
(5)Topics-1 Launch of Overseas Sewing Machines: “HD9 QC Professional” and “SewSwitch 30” With the launch of the overseas high-speed straight-stitch machine HD9 QC Professional that achieves an industry-leading sewing speed and features a well-designed look, our current high- speed straight-stitch mo
Slide 10: Topics-2: Bobinage POP UP
(5)Topics-2 Bobinage POP UP Bobinage, our concept shop that offers a casual place to experience the joy of making, held traveling workshops across Japan. Following events in Fukui and Aichi, workshops were also held in Fukuoka and Osaka. We plan to continue hosting these workshops going forward. ▲ H
Slide 11: Topics-3: Products supporting a wide range of manufacturing
(5)Topics-3 Products supporting a wide range of manufacturing Our products are used mainly in production sites for automotive products and mobile phones (smartphones). Recently, use has also been growing in production sites for smartphone accessories (smartwatches, wireless earphones, smart glasses,
Slide 12: Shareholder returns
(6)Shareholder returns Notice Concerning Revised forecast: Annual dividend of 75 yen per share for the fiscal year Revision to Dividend Forecast ending March 31, 2027, an increase of 15 yen from the previous forecast. Announcement on October 30, 2026: Acquisition of Own Shares A flexible acquisition
Slide 13: FYE March 2027 Consolidated Forecasts
(7) FYE March 2027 Consolidated Forecasts No revisions since the May 2026 announcement. FYE Mar. 2026 FYE Mar. 2027 [ Million Yen ] Change Results Forecasts Net Sales 38,968 42,000 3,032 Operating Profit 1,910 3,000 1,090 Ordinary Profit 2,097 3,000 903 Profit Attributable to 590 2,000 1,410 Owners
Slide 14: Appendix
(8) Appendix JANOME
Slide 15: Company Overview
JANOME Company Overview 15
Slide 16: Company Overview
Company Overview Company name JANOME Corporation Hitoshi Doi, Representative Representative Director and President Founded October 1921 Incorporated June 1950 1463 Hazama-machi, Hachioji, Tokyo Head office 193-0941, Japan Paid-in Capital* 11,373 Million Yen Domestic 4 Major Subsidiaries* Overseas 21
Slide 17: Business Portfolio
Business Portfolio Industrial Equipment Business Net sales: 6,155 Million Yen Our industrial equipment business began with the Household Equipment Business in-house development of manufacturing equipment for sewing machine parts. Since the launch of our servo press in 1984 and desktop robot in 1993,
Slide 18: Financial Highlights
Financial Highlights Sales History （Million Yen） 43,839 42,916 38,571 38,968 36,476 36,340 Total（Bold） Others IT Industrial Equip. Household Equip. FYE FYE FYE FYE FYE FYE （Million Yen） Mar. ’21 Mar. ’22 Mar. ’23 Mar. ’24 Mar. ’25 Mar. ’26 Total 43,839 42,916 38,571 36,476 36,340 38,968 Household Eq
Slide 19: Global Expansion
Global Expansion Household sewing machine Domestic share No.1 ・ International share No.3 *1 Industrial equipment Supplying production sites around the world *1Based on our own research as of December 2025. 19
Slide 20: Global Network (Major Locations)
Global Network (Major Locations) Production Household equipment Domestic Global Industrial equipment Service HQ Household equipment Locations Household equipment Locations Industrial Equipment Locations JANOME Corporation Tokyo ・Tokai Sales Office Aichi ・Janome America, Inc. U.S.A. ・Janome Industria
Slide 21: Our business
JANOME Our business 21
Slide 22: Products example manufactured in Tokyo Factory
Products example manufactured in Tokyo Factory 22
Slide 23: Janome in Your Life
Janome in Your Life Sewing Project Samples to Enrich Your Life (Household Equipment Business) Refashioning Clothes Outfits for pets Leather crafts Cosplay clothes Matching outfits 23
Slide 24: Household Equipment Business
Household Equipment Business Strengths ▶ Sold in over 100 countries and regions worldwide. Embroidery Machine USHA Janome model (India) ▶ Area marketing at each global location. 10％ Oversea Japan ▶ Top share of the sewing machine market sales 90% North Latin America, for schools in Japan. America, A
Slide 25: Examples of sewing machine use
Examples of sewing machine use Upcycling (A collaborative workshop with Cosplay event the long-established kimono shop Chikusen) Quilt works School Education 25
Slide 26: Initiatives in Key Markets
Initiatives in Key Markets In India, a key market, we have maintained a long-standing business partnership with USHA, a company affiliated with a local business group. Promoting the transition from treadle sewing machines to light-alloy electric sewing machines. 26
Slide 27: Industrial Equipment Business
Industrial Equipment Business This document provides an overview of the robot and press business. Strengths ▶ A pioneer in servo presses ▶ Reducing environmental impact and improving working conditions Robot & Press Business Die-Cast Business ▶ Easy to use, drawing on our expertise in home sewing ma
Slide 28: Examples of Use in the Industry
Examples of Use in the Industry Frequently used in assembly processes for relatively small parts. Used in manufacturing sites worldwide, including those producing electric vehicles (EVs) and other automobiles, electrical and electronic equipment, and medical devices. Automobiles Medical Devices Smar
Slide 29: IT Business
IT Business Strengths ▶ Software development, data processing services, system operation outsourcing, etc. ▶ Comprehensive services covering everything from system proposal and development to maintenance, operation, and improvement ▶ Demand is growing as digital transformation gains momentum ▶ Embed
Slide 30: Mid-term Business Plan Move!2027
Mid-term Business Plan “Move!2027” 30
Slide 31: Basic Policies
Basic Policies Business JANOME aims to promote people’s creativity and contribute to prosperity all over the world. philosophy JANOME works to improve society and culture by consistently providing valuable products and services. Sales: 43.5 billion yen Long- A company Sales: 36.3 billion yen Mov
Slide 32: Sales KPIs
KPIs FYE25/3期 Mar. 2025 FYE 25/3期 Mar. 2028 Actual 修正計画値 Plan 着地見込 Sales 36.3 43.5 ［Billion Yen] In mature markets, launch value added higher-end products Home Appliance including brand / features / services Division 28.8 31.4 In growth markets, launch products in line with market- specific need
Slide 33: Cash Allocation
Cash Allocation Achieve sustainable growth through strategic allocation of cash generated Cash Inflows Cash Outflows （FYE Mar. 2026 – 2028 total） （FYE Mar. 2026 – 2028 total） Strategic investments Promote marketing system focused on user Strategic characteristics Cash flows from investments Stre
Slide 34: Return to Shareholders
Return to Shareholders Improve shareholder returns in line with medium- to long-term profit growth Reborn 2024 Move! 2027 Dividend（Billion Yen） [Dividend] Aim to increase dividends in line with profit growth Maximize shareholder value by maintaining a strong equity while simultaneously reinforcing
Slide 35: Return on Capital & Market Valuation (Current Status)
Return on Capital & Market Valuation (Current Status) Implement various measures to achieve ROE of 8% or more, PBR of 1x or more ％ 14.6% Cost of equity （Our Recognition） 8.2% R 8% O To achieve the target, we will 5.2% implement the following E 1.7% 3.4% measures: -1.2% FYE FYE FYE FYE FYE FYE [Busin
Slide 36: Forward-looking statements and contact
The forward-looking statements in this report include expectations based on assumption, forecast and projection by our management available as of the date of their announcement. It is possible that actual results may differ materially from these expectations due to various factors. This document has
Slide 37: JANOME Corporation
Mid-term Business Plan ”Move! 2027” JANOME Corporation