Sankyo Co., Ltd. · TSE:6417
Sankyo — Q3 FY3/2026 Earnings Presentation
29 slides from Sankyo's earnings presentation, Feb 5, 2026
Slide 1: Presentation on Business Results for the First Nine Months of FY 3/2026
Presentation on Business Results for the First Nine Months of FY 3/2026 (April 1, 2025 to December 31, 2025) SANKYO CO., LTD. Prime Market of the TSE #6417 February 5, 2026
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 ≪ Results of Operations by Segment ≫ Unit sales of pachinko machines increased, while unit sales of pachislot machine decreased, resulting in net sales and Pachinko Machines Business profit being at the same level as the previous year. In
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 Nine Months of FY 3/2026 Financial Results for the First Nine Months of FY 3/2026 Net Sales Number of New Titles Net Sales Number of New Ti
Slide 5: Summary of Financial Results
Overview of Financial Results Summary of Financial Results Million yen FY 3/2025 3Q FY 3/2026 3Q YoY FY 3/2026 Forecast Net Sales 153,700 161,810 +8,110 +5.3% 185,000 Pachinko Machines Business 80,212 111,863 +31,651 +39.5% 114,200 Pachislot Machines Business 55,275 35,830 -19,445 -35.2% 60,100 Cost
Slide 6: Progress against the Forecasts of Financial Results of FY 3/2026
Overview of Financial Results Progress against the Forecasts of Financial Results of FY 3/2026 Business Results for the First Nine Months of FY 3/2026 Net Sales Progress 87.5% (Million yen) 161,860 185,000 We achieved a high progress rate against the earing forecasts at the end of 3Q, with unit sale
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 Ball Bearing +31,651 -19,445 Supply Other Business Business Million yen FY 3/2025 3Q FY 3/2026 3Q YoY -4,054 -43 Net Sales 153,700 161,810 +8,110 +5.3% 161,810 153,700 Pac
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 +19,734 -16,001 Ball Bearing Advertising Sales Supply expenses commission R&D expenses Salaries & Business decreases increases Million yen FY 3/2
Slide 9: Summary of Balance Sheet
Overview of Financial Results Summary of Balance Sheet Million yen As of 31-Mar-25 As of 31-Dec-25 YoY Main Factors of Change Total current assets 294,541 238,385 -56,156 Quick assets 262,442 215,386 -47,056 Decrease due to the repurchase of treasury stock Total fixed assets 42,167 56,677 +14,510 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 1st Nine Months (Apr-Dec) 80,212 Million yen FY 3/2025 3Q FY 3/2026 3Q YoY Net Sales 80,212 111,863 +31,651 Sales volume of SANKYO- brand and JB-brand pachinko +8,172 Operating Income 33,7
Slide 12: Pachinko Machines Business Lineup
Overview of Business Pachinko Machines Business≪ Lineup ≫ - Q3 Results - New Title Seven Five Two Reused Models etc. Ten Eight 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 GENES
Slide 13: Pachislot Machines Business
Overview of Business Pachislot Machines Business ≪Factors of Change in Net sales≫ （Million yen） ≪Data≫ FY 3/2025 1st Nine Months Million yen FY 3/2025 3Q FY 3/2026 3Q YoY (Apr-Dec) 55,275 Net Sales 55,275 35,830 -19,445 Sales volume of SANKYO- brand pachislot machines -27,485 Operating Income 32,595
Slide 14: Pachislot Machines Business Lineup
Overview of Business Pachislot Machines Business≪ Lineup ≫ - Q3 Results - New Title Three One 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 Unit Sales * Part
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） Sales volume forecast of units sold FY3/2026 FY3/2026 (April 1, 2025 to March 31, 2026) （April to December, 2025） 1,500 850 thousand units 680 thousand units 1,200
Slide 17: Pachislot Market
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Pachislot Market ≪Sales Volume≫ Total number Sales volume forecast of units sold （Thousand units） FY3/2026 FY3/2026 (April 1, 2025 to March 31, 2026) （April to December, 2025） 520 1,000 700 thousand units thousand units YoY A
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: Making Pachinko Closer and More Enjoyable
Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Overview of the New Pricing Policy for Pachinko Machines and the KUGITAMA Low Price Rental Plan “Making Pachinko Closer and More Enjoyable” With the aim of revitalizing the pachinko market together with pachinko parlors, enab
Slide 20: Repurchase of the Company's Own Shares and the Cancellation of Treasury Stock
About The Return of Profits to Shareholders Repurchase of the Company's Own Shares and the Cancellation of Treasury Stock Results of Repurchase Details of Cancellation of Own Shares (Disclosed on December 3, 2025) of Treasury Stock (Disclosed on February 5, 2026) Aggregate number of Aggregate amount
Slide 21: 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 21 © SANKYO CO., LTD.
Slide 22: Business Results for the First Nine Months of FY 3/2026
Appendix Business Results for the First Nine Months of FY 3/2026 FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 9 Months 9 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Net Sales 153,700 161,810 +8,110 185,000 42,210 48,519 62,971 38,121 191,821 55,185 45,224 61,401 Pachinko
Slide 23: 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 9 Months 9 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 GP Margin 59.2% 58.3% -0.9pt 56.8% 59.4% 60.0% 58.4% 55.9% 58.6% 61.4% 56.7% 56.7% OP Margin 40.6% 38.1% -2.5pt 34.1% 40.9% 39.2%
Slide 24: Pachinko Machines Business
Appendix Pachinko Machines Business FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 9 Months 9 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Net Sales 80,212 111,863 +31,651 114,200 17,866 20,115 42,231 27,513 107,725 36,712 38,141 37,010 Operating Income 33,755 49,836 +16,08
Slide 25: Pachislot Machines Business
Appendix Pachislot Machines Business FY 3/2025 FY 3/2026 Forecast FY 3/2025 FY 3/2026 Consolidated:milion yen 9 Months 9 Months YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Net Sales 55,275 35,830 -19,445 60,100 16,610 22,590 16,075 8,187 63,462 15,037 2,297 18,496 Operating Income 32,595 16,193 -16,402 29
Slide 26: 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 27: Pachinko/Pachislot Machine Market
Appendix Pachinko/Pachislot Machine Market Market size Situation of parlors that are members of Zennichiyuren in the last year 2,500 2,500 9,000 2,338 2,205 2,077 1,969 7,500 2,000 2,000 1,799 1,789 1,782 1,775 1,762 1,751 1,751 1,745 1,740 1,737 1,733 1,731 6,000 1,475 6,001 5,969 5,947 5,932 5,878
Slide 28: Others
Appendix Others Number of Titles Sold (All Manufacturers) Compliance with Format Inspection Pachinko machines Pachinko machines 2020 2021 2022 2023 2024 2025J-D 2020 63 Applicant 912 990 910 912 910 927 2021 87 Pass 295 313 230 186 223 235 Fail 499 598 669 666 619 614 2022 76 SANKYO Group (Number of
Slide 29: 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