Japan Display Inc. · TSE:6740
Japan Display — Q3 FY2026/3 Earnings Presentation
25 slides from Japan Display's earnings presentation, Feb 12, 2026
Slide 1: FY26/3 Q3 Corporate Presentation
FY26/3 Q3 Corporate Presentation February 12, 2026
Slide 2: PersonalTech For A Better World
PersonalTech For A Better World Copyright 2026 Japan Display Inc. All Rights Reserved. Slide 2
Slide 3: FY26/3 Q3 Earnings Review
|_| Japan Display Inc. _ JBI FY26/3 Q3 Earnings Review
Slide 4: FY26/3 Q3 (9M) Earnings Summary
FY26/3 Q3 (9M) Earnings Summary FY25/3 Q3 FY26/3 Q3 ◼ Sales YoY (JPY billion) (9M) (9M) Down on production cuts from Sales 143.5 97.3 -46.2 Tottori & Mobara Fab closures Consumer/Industrial 50.1 18.5 -31.6 ◼ EBITDA/Operating Profit Automotive 93.4 78.8 -14.6 Lower sales impact fully offset EBITDA -2
Slide 5: FY26/3 Q3 (3M) Earnings Summary
FY26/3 Q3 (3M) Earnings Summary FY25/3 Q3 FY26/3 Q3 ◼ Sales YoY (JPY billion) (3M) (3M) Down on production cuts from Sales 40.5 30.8 -9.7 Tottori & Mobara Fab closures Consumer/Industrial 11.8 5.0 -6.8 ◼ EBITDA/Operating Profit Automotive 28.8 25.9 -2.9 Cost reductions from Tottori & EBITDA -7.3 -3.
Slide 6: FY26/3 Q3 (9M) Operating Profit (YoY)
FY26/3 Q3 (9M) Operating Profit (YoY) Year-on-Year （JPY billion) FY25/3 Q3 (9M) FY26/3 Q3 (9M) (Actual) (Actual) Sales: 143.5 Sales: 97.3 -23.7 • Tottori & Mobara Fab -18.7 production end • Personnel cost USD/JPY reduction • Tottori & Mobara Fab 153→149 production end -0.1 -0.7 +18.7 -13.5 +0.6 Q3-F
Slide 7: FY26/3 Q3 (3M) Operating Profit (YoY)
FY26/3 Q3 (3M) Operating Profit (YoY) Year-on-Year （JPY billion) FY25/3 Q3 (3M) FY26/3 Q3 (3M) (Actual) (Actual) Sales: 40.5 Sales: 30.8 -4.3 -8.3 • Tottori & Mobara Fab -0.7 production end +0.1 +8.1 -3.4 USD/JPY -0.1 152→154 • Tottori & Mobara Fab production end • Personnel cost reduction Q3-FY24 O
Slide 8: FY26/3 Q3 (3M) Operating Profit (QoQ)
FY26/3 Q3 (3M) Operating Profit (QoQ) Quarter-on-Quarter （JPY billion) FY26/3 Q2 (3M) FY26/3 Q3 (3M) (Actual) (Actual) Sales: 34.0 Sales: 30.8 • Tottori & Mobara Fab production end Inventory impact • Personnel cost from accelerated reduction production -4.3 -5.3 -1.9 • Tottori & Mobara Fab productio
Slide 9: FY26/3 Q3 Consolidated B/S
FY26/3 Q3 Consolidated B/S vs. FY25/3 FY26/3 Q3 (JPY billion) FY25/3 Cash and deposits 21.1 31.4 +10.4 Accounts receivable 22.8 13.4 -9.4 Inventories 44.1 36.3 -7.8 Other 12.2 13.1 +0.9 Total Current Assets 100.2 94.2 -6.0 Total Fixed Assets 47.9 44.4 -3.5 Total Assets 148.0 138.6 -9.5 Accounts paya
Slide 10: BEYOND DISPLAY Execution Update
BEYOND DISPLAY Execution Update
Slide 11: Roadmap to FY27/3 Profitability
Roadmap to FY27/3 Profitability Working to achieve profitability by significantly reducing required sales break-even point through cost-cutting & revenue initiatives Break-Even Point (Sales) [JPY billion] 308.5 252.1 63.0 FY25/3 FY26/3E FY27/3E Copyright 2026 Japan Display Inc. All Rights Reserved.
Slide 12: Production End at Mobara Fab
Production End at Mobara Fab Mobara Fab Production Ended in November 2025. Ongoing Negotiations with Prospective Buyers to Repurpose the Fab Fully completed shipments to customers and ended production Ended joint eLEAP activities with Innolux. JDI continuing to leverage its eLEAP IP to move the glob
Slide 13: Supply Chain Repositioning Increasing Strategic Importance of Japan
Changing External Environment (1): Geopolitical Risk Supply Chain Repositioning to Reduce Risk Is Increasing the Strategic Importance of Japan as a Production Base Driving Significant Increase in JDI Strategic Value JDI Advanced Display & Sensor Technologies Critically Important Copyright 2026 Japan
Slide 14: Rising Geopolitical Risks Driving Increased Demand for JDI Technology
Changing External Environment (1): Geopolitical Risk Rising Geopolitical Risks Driving Increased Demand for JDI Technology Across Wide Range of Markets, including Security & Defense Industries Display Sensor Automotive Fingerprint Sensors U.S. and European OEMs are FBI PIV-certified high security be
Slide 15: Collaboration with Kymeta
Collaboration with Kymeta Advancing Next-Generation Communications Infrastructure via Collaboration with Kymeta on Glass Substrates for Next-generation Satellite Antennas ▪ Global leader in industrial satellite antennas ▪ Glass thin-film wiring technologies ▪ Advanced multi-band/multi-orbit technolo
Slide 16: Next-Gen Satellite Communications with Kymeta
Next-Gen Satellite Communications with Kymeta ◼ Agreement concluded for the development and mass production of next-generation Ku/Ka-band metasurface antennas. Kymeta’s mass-produced antenna, the current ‘Osprey u8’ model ◼ Rapid growth of high-reliability, rapid-response satellite communication dem
Slide 17: Changing External Environment (2): Rise of Physical AI
Changing External Environment (2): Rise of Physical AI Sensor Technologies Supporting the Advancement of Physical AI Physical AI JDI’s Sensor Technology Real-world intelligence that perceives, Leveraging high-resolution area sensors to decides, acts, and learns detect and digitize previously autonom
Slide 18: Semiconductor Packaging Partnership
Semiconductor Packaging Partnership Creating New Substrate Solutions for Next-Generation Semiconductors by Collaborating to Combine Unique Technologies Core Substrate Materials Company JDI ▪ World-class core substrate material ▪ Thin-film process & high-resolution wiring technologies (glass core, ce
Slide 19: Sustainability Initiatives: TOKYO 2025 DEAFLYMPICS
Sustainability Initiatives: TOKYO 2025 DEAFLYMPICS JDI Provided c. 100 Rælclear Displays to Tokyo DEAFLYMPICS, Contributing to Universal Communication & Earning High Praise 20.8” Transparent display 12.3“ Accessible service counter Aiming to Realize an Inclusive Society through the Social Implementa
Slide 20: BEYOND DISPLAY
BEYOND DISPLAY Copyright 2026 Japan Display Inc. All Rights Reserved. Slide 20
Slide 21: Appendix
|_| Japan Display Inc. _ JDI Appendix
Slide 22: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement FY25/3 Q3 FY26/3 Q3 YoY (JPY billion) (9M) (9M) Income before income taxes -47.7 -13.8 +33.9 Change in working capital 5.0 11.6 +6.7 Other 23.5 -16.9 -40.4 Cash Flow from Operating Activities -19.3 -19.1 +0.2 Purchase of fixed assets -6.7 -0.5 +6.2 Proceeds from sale
Slide 23: Recent Activity
Recent Activity ◼ CDP 2025: B Score in Climate Change and Water Security Maintained a CDP “B” score in Climate Change and Water Security for the second consecutive year ◼ Exhibited ZINNSIA at CES 2026 Participated in CES 2026, held in Las Vegas, Nevada in January 2026 ZINNSIA with application exampl
Slide 24: Multi-Band Satellite Communication Terminals
Multi-Band Satellite Communication Terminals Copyright 2026 Japan Display Inc. All Rights Reserved. Slide 24
Slide 25: Thank You!
Thank You! Any information related to market trends or industries mentioned in this document is based on information available at present and JDI does not guarantee that this information is accurate or complete. Any plan, estimation, calculation, quotation, evaluation, prediction, expectation or oth