Goodpatch, Inc. · TSE:7351

Goodpatch — FY2026 Earnings Presentation

100 slides from Goodpatch's earnings presentation, Oct 15, 2026

1. Slide 1: Why Design? Design to empower

   Why Design? 1 ©︎ 2026 Goodpatch Inc. Design to empower

2. Slide 2: Agenda

   01 FY2026 01 02 FY2026 02 03 FY2026 4Q TOPICS 03 04 FY2026 4Q AI TOPICS - 04 05 FY2027 05 06 FY2027 06 07 APPENDIX 2

3. Slide 3: FY2026

   FY2026 3 3

4. Slide 4: AI Driven Design Company

   2026 AI Driven Design Company AI Topics 1 2 3 © 2026 Goodpatch Inc. 4

5. Slide 5: FY2026 results summary

   5,197 +2.2 % +111 447 -19.8 % 110 8.6 % -2.4 pt © 2026 Goodpatch Inc. 5

6. Slide 6: © 2026 Goodpatch Inc.

   5,856 -3.6%-219 6,100 65.7 +5.9% +3.7 66.0 160 +7.4% +11 180 648 +23.2% +122 579 © 2026 Goodpatch Inc. 6

7. Slide 7: © 2026 Goodpatch Inc.

   -244 6,100 5,856 96.0% -0.3 66.0 65.7 99.5% 69 579 648 111.9% 3 25 28 112.0% -18 93 74 80.2% -20 180 160 88.9% -24 85 61 71.8% © 2026 Goodpatch Inc. 7

8. Slide 8: Net sales and operating profit trend

   +111 6,000 +2.2%) 750 557 -110 -19.8%) 5,085 5,197 394 447 389 389 404 404 500 298 3,928 3,942 4,000 3,724 322 322 347 347 281 281 683 620 584 250 466 34 4,696 4,792 2,000 200 3,442 3,605 3,595 0 -96 -93 -54 -50 -146 -71 -86 -71 -71 -79 0 -250 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024

9. Slide 9: Quarterly net sales and operating profit

   1,500 +98 250 201 +7.9%) 1,366 1,372 1,349 179 185 1,214 1,254 110 1,250 1,206 126 1,269 110 200 +69 82 91 +143.8%) 96 99 77 104 128 117 1,024 1,040 150 1,000 73 79 935 942 77 239 67 92 101 202 48 197 100 153 150 150 150 123 112 1,255 1,246 1,239 50 90 1,177 1,239 -28 1,114 1,171 1,153 1,129 0 500 9

10. Slide 10: Consolidated income statement summary

    FY2025 4Q FY2026 4Q YoY FY2025 FY2026 YoY 1,250 1,349 +7.9% 5,085 5,197 +2.2% 729 765 +4.9% 2,942 2,925 -0.6% 58.3% 56.7% -1.6pt 57.9% 56.3% -1.6pt 681 648 -4.9% 2,385 2,478 +3.9% 48 117 +143.8% 557 447 -19.8% 3.8% 8.7% +4.8pt 11.0% 8.6% -2.4pt 78 156 +99.4% 613 594 -3.0% 42 69 +62.2% 407 353 -13.1%

11. Slide 11: Operating profit change factors

    750 +96 +15 -39 -95 +34 500 -22 -79 -21 557 250 447 136 78 4 0 -33 -10 © 2026 Goodpatch Inc. 11

12. Slide 12: Net sales breakdown

    5,000 4,750 4,528 +222 +4.9%) 559 479 99 4,000 3,908 134 89 99 89 106 134 106 68 84 68 84 455 125 125 57 83 1,362 57 83 3,000 1,267 836 2,000 2,349 2,492 2,532 1,000 0 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 12

13. Slide 13: Quarterly net sales breakdown

    +29 +2.5%) 1,250 1,202 1,201 1,232 1,186 1,186 1,129 156 1,052 1,085 1,053 121 129 132 141 40 38 128 22 28 18 19 19 975 109 38 28 18 40 27 17 25 25 31 22 1,000 112 943 119 21 21 27 17 25 26 31 936 21 21 27 29 25 21 21 26 34 29 26 8 20 21 34 27 23 8 121 23 10 26 17 20 21 107 10 17 20 114 20 20 20 22

14. Slide 14: © 2026 Goodpatch Inc.

    5,109 594 66 3,308 4,448 1,801 © 2026 Goodpatch Inc. 14

15. Slide 15: FY2026

    FY2026 15 15

16. Slide 16: Sales and profit by segment

    5,000 +96 750 -98 +2.1%) 611 -16.2%) 540 512 4,000 500 395 3,000 683 620 584 584 4,696 4,792 4,792 250 466 128 2,000 3,442 3,605 3,595 200 0 1,000 -79 -71 -71 -71 -71 0 -250 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 16

17. Slide 17: Segment quarterly trend

    1,500 250 222 +85 (+7.4%) 184 179 +60 175 +82.1%) 135 132 133 1,000 105 239 94 100 202 73 197 1,255 1,246 1,239 1,239 153 150 150 150 1,171 1,153 1,129 1,177 1,114 123 112 500 960 950 90 842 841 25 5 4 23 -17 22 -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 4

18. Slide 18: Headcount and productivity

    8,000 80 +3.7 +5.9%) -219 -3.6%) 6,000 60 4,000 40 65.7 65.7 6,075 5,856 5,856 62.0 5,497 51.9 2,000 20 0 0 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 18

19. Slide 19: Quarterly trend of key indicators

    8,000 80 -505 -8.6%) +8.0 +12.8%) 70.7 6,221 6,322 6,364 63.7 62.7 63.0 64.3 64.7 60.7 61.0 5,868 5,887 5,860 5,821 66 6,000 5,603 5,598 5,736 60 5,382 6,100 53.3 54.3 52.7 5,052 47.3 4,000 40 2,000 20 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2024 FY2025 FY2026 F

20. Slide 20: z 1Q 2Q

    1,000 +48 +6.1%) 818 832 832 780 784 800 751 761 772 750 716 735 697 z 606 611 500 553 570 589 601 531 549 548 585 478 509 250 78 53 41 56 66 60 50 54 54 58 61 63 161 157 157 163 168 160 141 144 151 153 150 149 221 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 20

21. Slide 21: z FY2024 FY2025

    200 +46 +43.4%) 150 100 157 158 171 167 143 152 152 136 130 127 135 128 50 106 z 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 536 526 648 38 53 74 71.0 102.2 115.1 © 2026 Goodpatch Inc. 21

22. Slide 22: FY2026

    FY2026 22 22

23. Slide 23: FY2022 © 2026 Goodpatch Inc. FY2023

    500 0 +15 +3.9%) 389 404 -54 -50 400 15 13 347 322 1 -50 -96 -93 1 -8 300 281 -5 3 -146 325 325 257 306 200 236 194 -100 100 83 84 88 65 67 65 0 -150 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 23

24. Slide 24: Quarterly segment trend

    150 10 126 8 3 +13 +14.2%) 0 -2 110 110 -3 -4 -5 -7 101 5 2 100 99 96 92 91 -2 2 -10 -20 82 3 73 1 79 7 77 -23 -25 -26 -25 +15 2 100 -31 -34 80 79 89 95 -20 73 79 50 47 56 71 58 59 -2 -1 -30 26 22 22 19 20 19 16 15 15 15 16 12 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3

25. Slide 25: FY2026 4Q TOPICS

    FY2026 4Q TOPICS 25 25

26. Slide 26: © 2026 Goodpatch Inc.

    Goo¢patch V4 Y-3-J1F- © 2026 Goodpatch Inc. 26

27. Slide 27: © 2026 Goodpatch Inc.

    Goo¢patch ®LYNA BRLYINA teen HSIN. —= Oreeeyeas ~ © 2026 Goodpateh Inc. 27

28. Slide 28: z © 2026 Goodpatch Inc.

    Goo¢patch ———__—> Band asoview!” ® Linc’ well 28 © 2026 Goodpatch Inc.

29. Slide 29: © 2026 Goodpatch Inc. FY2025 FY2026

    30 24.7 2026831 21.6 20 10 10 10 10 250,000 100 24.7% 0 FY2025 FY2026 2026 8 17 2027 8 16 © 2026 Goodpatch Inc. 29

30. Slide 30: FY2026 4Q AI TOPICS

    FY2026 4Q AI TOPICS 30 30

31. Slide 31: © 2026 Goodpatch Inc.

    1 86.4 2 24.5 3 © 2026 Goodpatch Inc. 31

32. Slide 32: AI steps

    STEP 1 STEP 2 STEP 3 AI STEP 4 © 2026 Goodpatch Inc. 32

33. Slide 33: AI Driven products

    Goo¢patch ™ «p. AlDriven © Layermate 0) HRmony Al © 2026 Goodpatch Inc. 8

34. Slide 34: © 2026 Goodpatch Inc.

    1 2 3 2 1 80 10 3 3 © 2026 Goodpatch Inc. 34

35. Slide 35: © 2026 Goodpatch Inc.

    1 1 2 2 3 © 2026 Goodpatch Inc. 35

36. Slide 36: FY2027

    FY2027 36 36

37. Slide 37: FY2027 forecast

    5,750 +10.6 % 6,000 +10.6 500 +11.9 % 600 +0.9 % 4,000 5,750 5,750 400 +13.1 % 2,000 5,085 5,197 46.86 +15.7% +11.9 557 500 10 0 FY2025 FY2026 447 FY2027 © 2026 Goodpatch Inc. 37

38. Slide 38: FY2027 forecast details

    800 +69 +10.6%) 7,500 80 +6.3 +9.6%) +144 +2.5%) 600 60 5,000 400 40 717 72.0 648 6,075 5,856 6,000 62.0 65.7 526 2,500 200 20 0 0 0 FY2025 FY2026 FY2027 FY2025 FY2026 FY2027 FY2025 FY2026 FY2027 © 2026 Goodpatch Inc. 38

39. Slide 39: FY2027

    FY2027 39 39

40. Slide 40: AI Driven Design Company

    AI Driven Design Company AI DX © 2026 Goodpatch Inc. 40

41. Slide 41: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. g Layermate © HRmonyAl i< Kitory a

42. Slide 42: FY2027 FY2028 - FY2030

    FY2027 FY2028 - 29 FY2030 © 2026 Goodpatch Inc. 42

43. Slide 43: © 2026 Goodpatch Inc.

    34 72 38 40 38 ✕ 6 34 34 © 2026 Goodpatch Inc. 43

44. Slide 44: Medium-term targets FY2026 to FY2030

    200 150 100 100 100 75 40 48 50 2:1 0 FY2026 FY2027 FY2028 - 29 FY2030 40 48 75 100 11.3 12 13 14 3.5 4.0 5.8 7.2 ✕ © 2026 Goodpatch Inc. 44

45. Slide 45: © 2026 Goodpatch Inc.

    21.4 21.4 19.4 19.4 2:1 13.6 13.6 11.3 11.3 0 10 20 30 © 2026 Goodpatch Inc. 45

46. Slide 46: 2:1 3.0 AI

    6 30 1 2 2:1 3 4 3.0 AI © 2026 Goodpatch Inc. 46

47. Slide 47: Market CAGR and AI CAGR

    12,000 6 30 2024 - 2030 CAGR 10,275 AI CAGR 9,000 10.8% 77.0% 2024 - 2030 6,000 5,572 9,950 3,000 2:1 324 0 2024 2025 2026 2030 2024 2030 © 2026 Goodpatch Inc. 47

48. Slide 48: © 2026 Goodpatch Inc.

    10 +0.4 -3.0 +3.1 5 78 136 2:1 5.0 4.4 4 0 -33 -10 57.5 +10.6 5.0 +11.9 57.0 +0.7 © 2026 Goodpatch Inc. 48

49. Slide 49: © 2026 Goodpatch Inc.

    1 2 3 4 © 2026 Goodpatch Inc. 49

50. Slide 50: © 2026 Goodpatch Inc.

    1 19.5 20.0 2 3 1.6 1.7 4 100 204 © 2026 Goodpatch Inc. 50

51. Slide 51: FY2027 forecast

    1 FY2026 FY2027 1 28 31 2 FY2026 FY2027 74 82 3 FY2027 717 +69 +10.6% © 2026 Goodpatch Inc. 51

52. Slide 52: © 2026 Goodpatch Inc.

    2 171 +11 +6.9 © 2026 Goodpatch Inc. 52

53. Slide 53: AI 5 AI 5

    3 100 100 100 100 100 75 75 50 2:1 50 50 25 25 0 0 10 AI 5 10 AI 5 5,856 6,000 +2.5 19.5 20.0 +2.3 1.6 1.7 +3.4 © 2026 Goodpatch Inc. 53

54. Slide 54: FY2025 FY2026 FY2027

    4 250 204 125 100 2:1 12 0 FY2025 FY2026 FY2027 © 2026 Goodpatch Inc. 54

55. Slide 55: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. GaD Gooepatch 55

56. Slide 56: © 2026 Goodpatch Inc.

    1 2:1 2 3 © 2026 Goodpatch Inc. 56

57. Slide 57: Others

    Others © 2026 Goodpatch Inc. 57

58. Slide 58: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2026 Goodpatch Inc. 58

59. Slide 59: APPENDIX

    APPENDIX 59 59

60. Slide 60: Goodpatch

    Goodpatch 60

61. Slide 61: Offices: Tokyo, Nagoya, Osaka

    Tokyo Nagoya Osaka © 2026 Goodpatch Inc. 61

62. Slide 62: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2026 Goodpatch Inc. 62

63. Slide 63: AI Driven Design Company

    AI Driven Design Company © 2026 Goodpatch Inc. 63

64. Slide 64: Goodpatch

    Goodpatch 64

65. Slide 65: Design-driven services

    Slack Instagram Airbnb YouTube X(Twitter) Pinterest © 2026 Goodpatch Inc. 65

66. Slide 66: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 66

67. Slide 67: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 67

68. Slide 68: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 68

69. Slide 69: Goodpatch

    Goodpatch 69

70. Slide 70: © 2026 Goodpatch Inc.

    92.2% 7.8% © 2026 Goodpatch Inc. 70

71. Slide 71: Business and service domains

    Business Service, UX UX, UI, Engineering © 2026 Goodpatch Inc. 71

72. Slide 72: Incubation, Growth, Transformation

    Incubation Growth Transformation © 2026 Goodpatch Inc. 72

73. Slide 73: User Experience Design

    User Experience Design © 2026 Goodpatch Inc. 73

74. Slide 74: Client logos

    7 ©) MUFG | SSoftBank MIO Qin SBI PRTIMES UZABASE @AcyberAgent. MIXI @RAKSUL @ aownys _SUNTORY, OlOl UrranK Foss mote TEtoxvocas © 2026 Goodpatch Inc. Gunosy — (@ Money Forward QONECAREER SHAm7I §=6ERERS “ @vnies man KAIZEN PLATFORM $F FABRICTOKYO ()JAPANAI

75. Slide 75: Client logos

    Ef" Quapanal Shippio @murc SUNTORY | = SoftBank SBUFJBACRT SUNTORY BEVERAGE & F001 Tr Gee DAIMLER B bitkey © 2026 Goodpatch Inc. 75

76. Slide 76: Products

    © 2026 Goodpatch Inc. ¥ Strap Q Layermate © HRmonyAl i< Kitory 76

77. Slide 77: Service overview

    Goo¢patch arupie DETAILS e e e— A K i Goodpatch ® A a i Anywhere @ 4 e > People a LJ Lu Design e e K Band e Mstrap | Layermate pA ®HRmonyAl i< Kitory > 4 QYoesicner Qoesigner forsee e+ © 2026 Goodpatch Inc. 77

78. Slide 78: Goodpatch

    Goodpatch 78

79. Slide 79: © 2026 Goodpatch Inc.

    1 2 3 4 © 2026 Goodpatch Inc. 79

80. Slide 80: © 2026 Goodpatch Inc.

    1,000 2:1 © 2026 Goodpatch Inc. 80

81. Slide 81: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 81

82. Slide 82: Goodpatch

    y™ Goodatch © 2026 Goodpatch Inc. 82

83. Slide 83: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 83

84. Slide 84: © 2026 Goodpatch Inc.

    549 1 2 © 2026 Goodpatch Inc. 84

85. Slide 85: Goodpatch

    Goodpatch

86. Slide 86: Market CAGR and AI CAGR

    12,000 6 30 10,275 2024 - 2030 CAGR AI CAGR 9,000 10.8% 77.0% 2024 - 2030 6,000 5,572 2:1 9,950 3,000 324 0 2024 2025 2026 2030 2024 2030 © 2026 Goodpatch Inc. 86

87. Slide 87: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2026 Goodpatch Inc. 87

88. Slide 88: History

    2018/5 2019/3 2020/3 2020/4 2022/6 2024/3 2:1 k c w (& . + () © 2026 Goodpatch Inc. 88

89. Slide 89: Goodpatch

    Goodpatch 89

90. Slide 90: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 90

91. Slide 91: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 91

92. Slide 92: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 92

93. Slide 93: Goodpatch

    Goodpatch 93

94. Slide 94: Cost structure ratios

    FY2025 4Q 44.8% 4.4% 2.2 9.7% 2.4 36.5% % % 1.4 2.4 FY2026 2Q 44.3% 9.3% % 8.9% 33.6% 33.6% % 2.5 1.1 2.0 FY2026 4Q 44.6% %% 9.4% % 40.4% 0% 25% 50% 75% 100% © 2026 Goodpatch Inc. 94

95. Slide 95: FAQ

    aXe) Goodpatch

96. Slide 96: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 96

97. Slide 97: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 97

98. Slide 98: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2026 Goodpatch Inc. 98

99. Slide 99: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 99

100. Slide 100: Design to empower

     Goocatch Design to empowers

Goodpatch — FY2026 Earnings Presentation on 6ix