Sankyo Co., Ltd. · TSE:6417
Sankyo — H1 FY3/2026 Earnings Presentation
30 slides from Sankyo's earnings presentation, Nov 6, 2025
Slide 1: Presentation on Business Results for the First Half of FY 3/2026
Presentation on Business Results for the First Half of FY 3/2026 (April 1, 2025 to September 30, 2025) SANKYO CO., LTD. Prime Market of the TSE #6417 November 6, 2025
Slide 2: Contents
CONTENTS Overview of Financial SECTION 01 Results SECTION 02 Overview of Business Overview of Financial Results SECTION 03 Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO SECTION 04 Appendix 2 © SANKYO CO., LTD.
Slide 3: Consolidated Financial Results
Overview of Financial Results Consolidated Financial Results Increases in both net sales and profits compared with ≪ Results of Operations by Segment ≫ the same period of the previous year due to increase in sales volumes of pachinko machines. Pachinko Machines Business The performance of the first
Slide 4: Summary of Financial Results by Segment
Overview of Financial Results Summary of Financial Results by Segment ≪Pachinko Machines Business≫ ≪Pachislot Machines Business≫ Financial Results for the First Half of FY 3/2026 Financial Results for the First Half of FY 3/2026 Net Sales Number of New Titles Net Sales Number of New Titles 74.8 bill
Slide 5: Summary of Financial Results
Overview of Financial Results Summary of Financial Results Million yen FY 3/2025 2Q FY 3/2026 2Q YoY FY 3/2026 Forecast Net Sales 90,729 100,409 +9,680 +10.7% 185,000 Pachinko Machines Business 37,981 74,853 +36,872 +97.1% 114,200 Pachislot Machines Business 39,200 17,334 -21,866 -55.8% 60,100 Cost
Slide 6: Progress against the Forecasts of Financial Results FY 3/2026
Overview of Financial Results Progress against the Forecasts of Financial Results FY 3/2026 Business Results for the First Half of FY 3/2026 Net Sales Progress (Million yen) 54.3% 100,409 185,000 Progressing well in line with the earning forecasts (Net sales and profit) Operating Income ✓ Net sales
Slide 7: Factors of Change in Consolidated Net Sales
Overview of Financial Results Factors of Change in Consolidated Net Sales Pachinko Pachislot Machines Machines Business Business +36,872 -21,866 Ball Bearing Supply Business Million yen FY 3/2025 2Q FY 3/2026 2Q YoY Other Business -5,259 Net Sales 90,729 100,409 +9,680 +10.7% -68 100,409 Pachinko Ma
Slide 8: Factors of Change in Consolidated Operating Income / Costs and Expenses
Overview of Financial Results Factors of Change in Consolidated Operating Income／Costs and Expenses Pachinko Pachislot Machines Machines Business Business +22,372 -16,590 Million yen FY 3/2025 2Q FY 3/2026 2Q YoY Ball Bearing Advertising Sales Supply expenses commission R&D Salaries & Business decre
Slide 9: Summary of Balance Sheet
Overview of Financial Results Summary of Balance Sheet Million yen As of 31-Mar-25 As of 30-Sep-25 YoY Main Factors of Change Total current assets 294,541 242,638 -51,903 Quick assets 262,442 217,452 -44,990 Decrease due to the repurchase of treasury stock Total fixed assets 42,167 56,045 +13,878 In
Slide 10: Contents
CONTENTS Overview of Financial SECTION 01 Results SECTION 02 Overview of Business Overview of Business SECTION 03 Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO SECTION 04 Appendix 10 © SANKYO CO., LTD.
Slide 11: Pachinko Machines Business
Overview of Business Pachinko Machines Business ≪Factors of Change in Net sales≫ （Million yen） ≪Data≫ FY 3/2025 2nd Quarter (Apr-Sep) 37,981 Million yen FY 3/2025 2Q FY 3/2026 2Q YoY Net Sales 37,981 74,853 +36,872 Sales volume of SANKYO- brand and JB-brand pachinko +15,400 Operating Income 15,841 3
Slide 12: Pachinko Machines Business Lineup - Q2 Results
Overview of Business Pachinko Machines Business≪ Lineup ≫ - Q2 Results - New Title Five Four One Reused Models etc. Eight Six e Fever ENN ENN NO SHOUBOUTAI 2 e Fever BASTARD!! P/eフィーバーうたわれるもの P/e Fever Utawarerumono e Fever Mononogatari -Ankoku no Hakaishin- Benimaru ver./Shinra ver. Two NEON GENESI
Slide 13: Pachislot Machines Business
Overview of Business Pachislot Machines Business ≪Factors of Change in Net sales≫ （Million yen） ≪Data≫ FY 3/2025 2nd Quarter Million yen FY 3/2025 2Q FY 3/2026 2Q YoY (Apr-Sep) 39,200 Net Sales 39,200 17,334 -21,866 Sales volume of SANKYO- brand pachislot machines -30,516 Operating Income 23,272 6,7
Slide 14: Pachislot Machines Business Lineup - Q2 Results
Overview of Business Pachislot Machines Business≪ Lineup ≫ - Q2 Results - New Title Two Two Increased production Two Two LB Pachislot Evangelion L Pachislot ENN ENN NO L Pachislot MOBILE SUIT GUNDAM SEED -The Door of Promises- L Pachislot Valvrave the Liberator 2 SHOUBOUTAI 2 Sales of Unit * Partial
Slide 15: Contents
CONTENTS Overview of Financial SECTION 01 Results SECTION Surroundings of Pachinko 02 Overview of Business and Pachislot Industry, and Initiatives of SANKYO SECTION 03 Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO SECTION 04 Appendix 15 © SANKYO CO., LTD.
Slide 16: Pachinko Market
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Pachinko Market ≪Sales Volume≫ Total number （Thousand units） of units sold Sales volume forecast 1,500 FY3/2026 FY3/2026 （April to September, 2025） 430 (April 1, 2025 to March 31, 2026) thousand units 850 1,185 1,200 YoY Appr
Slide 17: Pachislot Market
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Pachislot Market ≪Sales Volume≫ Total number （Thousand units） of units sold Sales volume forecast FY3/2026 1,000 FY3/2026 （April to September, 2025） 350 (April 1, 2025 to March 31, 2026) thousand units 800 673 698 781 698 700
Slide 18: Initiatives of SANKYO in the Pachinko and Pachislot Machine Markets
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Initiatives of SANKYO in The Pachinko and Pachislot Machine Markets Pachinko Machines Business：Aim to achieve the top share for four consecutive years in the pachinko market. Pachislot Machines Business：Aim to solidify its po
Slide 19: Latest installment of the Evangelion pachinko series
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO The latest installment (the 17th) of the "Evangelion" pachinko series is being released for the first time in two years “NEON GENESIS EVANGELION -Memories of the beginning-” The machine to commemorate the 20th anniversary of
Slide 20: Progress Status of Project KUGITAMA
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Progress Status of Project "KUGITAMA" As the first digital initiative of the new project "KUGITAMA," which launched this August, we have released a simulator game. 【Initiatives】 “Digital” Initiatives <From October 30, 2025> S
Slide 21: About The Return of Profits to Shareholders
About The Return of Profits to Shareholders Repurchase of Cash dividend own shares Interim dividend for FY 3/2026 Status of Repurchase of the Company’s Own Shares 【Dividend Policy】 【Status of Repurchase 】(As of October 31, 2025) Aggregate number of Aggregate amount of ⚫ Performance-linked dividends
Slide 22: Contents
CONTENTS Overview of Financial SECTION 01 Results SECTION 02 Overview of Business Appendix SECTION 03 Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO SECTION 04 Appendix 22 © SANKYO CO., LTD.
Slide 23: Business Results for the Second Quarter of FY 3/2026
Appendix Business Results for the Second Quarter of FY 3/2026 FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 6 Months 6 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Net Sales 90,729 100,409 +9,680 185,000 42,210 48,519 62,971 38,121 191,821 55,185 45,224 Pachinko 37,981 74,853
Slide 24: Margin / Expenses etc.
Appendix Margin / Expenses etc. GP Margin/OP Margin FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated 6 Months 6 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 GP Margin 59.8% 59.3% -0.5pt 56.8% 59.4% 60.0% 58.4% 55.9% 58.6% 61.4% 56.7% OP Margin 40.0% 38.9% -1.1pt 34.1% 40.9% 39.2% 41.5% 29.
Slide 25: Pachinko Machines Business
Appendix Pachinko Machines Business FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 6 Months 6 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Net Sales 37,981 74,853 +36,872 114,200 17,866 20,115 42,231 27,513 107,725 36,712 38,141 Operating Income 15,841 35,311 +19,470 40,300 8,
Slide 26: Pachislot Machines Business
Appendix Pachislot Machines Business FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 6 Months 6 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Net Sales 39,200 17,334 -21,866 60,100 16,610 22,590 16,075 8,187 63,462 15,037 2,297 Operating Income 23,272 6,740 -16,532 29,200 9,729
Slide 27: Financial Indicates
Appendix Financial Indicates (Million yen) FY 3/2019 FY 3/2020 FY 3/2021 FY 3/2022 FY 3/2023 FY 3/2024 FY 3/2025 FY 3/2026E Net Sales 88,558 78,416 58,129 84,857 157,296 199,099 191,821 185,000 Operating Income 21,286 12,551 6,587 21,357 58,532 72,495 73,605 63,000 Recurring Income 22,300 13,476 7,4
Slide 28: Pachinko/Pachislot Machine Market
Appendix Pachinko/Pachislot Machine Market Market size Situation of parlors that are members of Zennichiyuren in the last year 3,500 2,500 2,338 12,000 2,205 3,000 2,077 1,969 2,000 10,000 2,500 8,000 1,475 1,500 2,000 1,358 1,347 1,355 1,820 1,803 1,808 1,807 1,799 1,789 1,782 1,775 1,762 1,751 1,7
Slide 29: Others
Appendix Others Number of Titles Sold (All Manufacturers) Compliance with Format Inspection Pachinko machines Pachinko machines 2020 2021 2022 2023 2024 2025J-S 2020 63 Applicant 912 990 910 912 910 688 2021 87 Pass 295 313 230 186 223 177 Fail 499 598 669 666 619 460 2022 76 SANKYO Group (Number of
Slide 30: Contact Us
Contact Us Investor Relations Office Corporate Planning Division 【Disclaimer on Forward-Looking Statements】 The purpose of this document is to provide information on the material, ir-desk@sankyo-fever.co.jp and is not intended as a solicitation for investment or any similar action. Please note that