Sodick Co., Ltd. · TSE:6143

Sodick — Q3 2026 Earnings Presentation

46 slides from Sodick's earnings presentation, Nov 6, 2026

1. Slide 1: FY2026 Q3 and 9M Financial Results Presentation

   Tokyo Stock Exchange 東証プライム市場 6143 Prime Market 6143 FY2026 Q3 and 9M Financial Results Presentation November 6, 2026 Sodick Co., Ltd. 株式会社ソディック

2. Slide 2: Message for the 50th Anniversary of Our Establishment

   Message for the 50th Anniversary of Our Establishment We are pleased to announce that our company has celebrated its 50th anniversary this August. We move into as we look towards the future, we aim to “Grow Forward in the Next Era”. © 2026 Sodick Co., Ltd. 2

3. Slide 3: Contents

   Contents 01 FY2026 9M Financial Results 02 FY2026 Outlook 03 Initiatives to Enhance Corporate Value © 2026 Sodick Co., Ltd. 3

4. Slide 4: FY2026 9M Financial Results

   SECTION 01 FY2026 9M Financial Results © 2026 Sodick Co., Ltd. 4

5. Slide 5: Financial Results Highlights

   Financial Results Highlights Net sales： ¥71.7 billion 27.3% YoY ◆Strong performance in the machine tool segment, coupled with Consolidated growth in the industrial machinery segment, supported higher results Operating profit： ¥7.2 billion ¥4.2 billion YoY sales and profits. Machine Net sales： ¥55.6

6. Slide 6: Financial Results Summary (FY2026 9M)

   Financial Results Summary (FY2026 9M) FY2023 FY2024 FY2025 FY2026 ◆ Net sales (¥ millions) YoY 9M 9M 9M 9M Increased on strong product sales. Net sales 49,936 51,005 56,346 71,752 27.3% ◆ Gross profit Gross profit 14,634 16,607 19,991 27,522 37.7% Increased significantly due to improved factory util

7. Slide 7: Quarterly Net Sales and Operating Profit Margin Trends

   Quarterly Net Sales and Operating Profit Margin Trends (¥ millions) 30,000 25,296 24,831 25,000 24,226 22,663 21,624 20,000 18,819 19,160 その他 Others 17,957 18,366 17,238 17,411 Food machinery 食品 16,884 16,594 16,456 15,636 産業 Industrial machinery 15,000 工作 Machine tools 営業利益率 OP Margin 10,000 ０％ 5,0

8. Slide 8: Financial Results by Segment

   Financial Results by Segment FY2023 FY2024 FY2025 FY2026 (¥ millions) YoY 9M 9M 9M 9M Net sales 49,936 51,005 56,346 71,752 27.3% Total segment profit 1,042 2,806 5,278 9,892 87.4% Consolidated Adjustments -2,447 -1,967 -2,259 -2,600 - Operating profit -1,405 838 3,018 7,292 141.6% OP margin -2.8% 1

9. Slide 9: Financial Results by Segment - Machine Tool Segment

   Financial Results by Segment - Machine Tool Segment Business highlights Core products Micro-laser Net sales ◆ Increased on continued strong demand in Greater China, the largest mold-producing region, Electrical Discharge Meta 3D Machining Processing Machines (EDMs) Printers Centers solid demand in o

10. Slide 10: Financial Results by Segment - Industrial Machinery Segment

    Financial Results by Segment - Industrial Machinery Segment Business highlights Core products Horizontal injection Vertical injection Light metal alloy Net sales ◆ Increased on continued strong demand for optical connectors for data centers, while molding machines molding machines injection molding

11. Slide 11: Financial Results by Segment - Food Machinery Segment

    Financial Results by Segment - Food Machinery Segment Business highlights Core products Noodle making Aseptically-packaged Other food Net sales ◆ Increased on solid demand for noodle making machines in Japan and overseas markets. machines cooked rice processing production system machines Segment ◆ D

12. Slide 12: Financial Results by Segment - Other Segments

    Financial Results by Segment - Other Segments Business highlights Core products Contract Manufacturing LED lighting Precision Dies and ◆ Remained weak amid continued sluggishness in the automotive industry, its key (Connectors, etc.) Ceramics Mold Operations customer base. Elemental Technology ◆ Dec

13. Slide 13: Balance Sheet

    Balance Sheet (¥ millions) ◆ Total assets +7,727 163,423 155,695 Cash and deposits +6,418 144,993 Merchandise and finished goods +2,051 134,066 31,332 Notes and accounts -2,426 Interest- receivable, and contract assets 37,708 51,482 Cash and bearing 45,064 deposits debts＊ 38,326 10,579 47,762 34,621

14. Slide 14: FY2026 Outlook

    SECTION 02 FY2026 Outlook © 2026 Sodick Co., Ltd. 14

15. Slide 15: Trends in JMTBA Order Value and Sodick EDM Unit Orders

    Trends in JMTBA Order Value and Sodick EDM (Electrical Discharge Machine) Unit Orders （¥100 million） JMTBA orders (domestic) 日工会受注額（内需） （Units） JMTBA orders (overseas) 日工会受注額（外需） 2,500 800 Sodick EDM orders (units) ソディック放電加工機受注台数 Record-high monthly orders in Sodick (2021/3) Demand increase 2,000 in

16. Slide 16: Quarterly EDM Orders by Region

    Quarterly EDM Orders by Region Remained at high levels, supported Greater Strong demand for electronic Japan Strong demand continued for Overall by strong demand in Greater China China components continued on growing electronic components, particularly and solid demand in other regions. AI-related d

17. Slide 17: FY2026 Full-year Financial Results Forecast

    FY2026 Full-year Financial Results Forecast FY2026 FY2023 FY2024 FY2025 Previous (¥ millions) revised Revised Compared to Full-year Full-year Full-year forecast the previous forecast (Nov. 6) forecast (Aug. 7) ◆ Net sales Net sales 67,174 73,668 80,572 97,000 101,400 4.5% Revised upward on strong ED

18. Slide 18: FY2026 Full-year Financial Results Forecast (by Segment)

    FY2026 Full-year Financial Results Forecast (by Segment) FY2026 FY2023 FY2024 FY2025 Previous revised (¥ millions) Revised forecast Compared to the Full-year Full-year Full-year forecast (Nov. 6) previous forecast (Aug. 7) Net sales 67,174 73,668 80,572 97,000 101,400 4.5% ◆ Consolidated Total segme

19. Slide 19: Initiatives to Enhance Corporate Value

    SECTION 03 Initiatives to Enhance Corporate Value © 2026 Sodick Co., Ltd. 19

20. Slide 20: Our Vision: Reigniting Growth

    (Previously Disclosed) Positioning of the Medium-Term Management Plan 中期経営計画 Management Medium-Term Grow Plan: Structural Reforms めざす姿 – Through FY2022 FY2023-2025 Forward 2029 2029” “Grow Forward Our Vision FY20３０～ FY2026-2029 FY2026～2029 Rising demand in China Improving profitability Entering an u

21. Slide 21: Management Policy and Key Objectives

    (Previously Disclosed) Management Policy and Key Objectives Management Policy Key Objectives • Solving customer challenges in growth markets Achieving sustainable through ultra-precision and micromachining growth by building a Business • Enhancing productivity solutions (labor-saving & 1 automation)

22. Slide 22: Key Financial Targets

    Key Financial Targets FY2025 FY2026 FY2029 FY2025 Actual Forecast Target ➡FY2029 (Announced in Nov.) Net sales ¥80.5 billion ¥101.4 billion ¥100 billion +5.5%/per year Primary Operating Financial Target profit ¥4.2 billion ¥11.0 billion ¥10 billion +24.0%/per year OP margin 5.2% 10.8% 10.0％ +4.8pp P

23. Slide 23: Focus Markets

    (Previously Disclosed) Focus Markets Prepared Foods, Confectionery AI & Data Center Markets (Machine Tools / Industrial Machinery) & Bakery (Food Machinery) Market Needs Competitive Advantages Market Needs ⚫ Explosive growth of AI & generative AI adoption ⚫ Industry-leading ultra-precision ⚫ Expansi

24. Slide 24: Business Strategy: Machine Tools

    Industrial Business Strategy Machine Tools Machinery Food Machinery Others Machine Tools FY2025 FY2026 Forecast FY2029 Actual Target (Announced in Nov.) Strategic Theme Net sales ¥59.1 billion ¥76.3 billion ¥71.0 billion Shift to a solution model centered on high-precision machining, integrating pro

25. Slide 25: Business Strategy: Industrial Machinery

    Industrial Business Strategy Machine Tools Machinery Food Machinery Others Industrial Machinery FY2025 FY2026 Forecast FY2029 Actual Target (Announced in Nov.) Strategic Theme Net sales ¥9.7 billion ¥12.5 billion ¥13.0 billion Shift to a high-profitability structure through focus on high-precision n

26. Slide 26: Business Strategy: Food Machinery

    Industrial Business Strategy Machine Tools Machinery Food Machinery Others Food Machinery FY2025 FY2026 Forecast FY2029 Actual Target (Announced in Nov.) Strategic Theme Net sales ¥6.9 billion ¥7.4 billion ¥10.0 billion Establish a growth foundation through new market development and global expansio

27. Slide 27: Business Strategy: Others

    Industrial Business Strategy Machine Tools Machinery Food Machinery Others Others FY2025 FY2026 Forecast FY2029 Actual Target (Announced in Nov.) Strategic Theme Net sales ¥4.7 billion ¥5.2 billion ¥6.0 billion Accelerate growth through the creation of high- value-added products and expansion into n

28. Slide 28: Action to Implement Management Conscious of Cost of Capital and Share Price

    Action to Implement Management that is Conscious of Cost of Capital and Share Price Trends in ROE and EPS Trends in PBR and Share Price Maintain and Early achievement improve PBR ：ROE（%） of ROE 8.0% ：PBR（x） above 1.0x 10.0 ：EPS（¥） ：Share price （¥） 1.0 ROE 8.0 EPS of ¥130 PBR 1.0 0.9 0.9 179 0.9 1,92

29. Slide 29: Capital Policy (Secondary Offering of Shares and Share Repurchase)

    Capital Policy (Secondary Offering of Shares and Share Repurchase) Secondary Offering of Shares AP Fund : Trends in Subscription Rights and Convertible Bonds Number of 5,709,200 shares + up to 855,900 shares through over-allotment ¥10.0 billion Shares Financial Unwinding of cross shareholdings insti

30. Slide 30: Utilization of External Expertise with AP

    (Previously Disclosed) Utilization of External Expertise -Advancing Strategic Initiatives with AP*- Business Model Transformation through “Global Expansion,” “Solution- Based Offerings,” and “High Value-Added Enhancement” Key Initiatives with AP* and Their Progress *note: AP refers to Advantage Part

31. Slide 31: Capital Allocation

    Capital Allocation FY2026Q3 Actual FY2026-2029 4-Year Forecast Unwinding Cross-Shareholdings ¥1.3 billion Strategic Investments ¥1.1 billion Strategic Investments Capital Expenditures ¥3.5 billion ¥20.0 billion (Renewal)+R&D Operating CF Shareholder Returns* ¥5.0 billion Capital Expenditures ¥50.0 b

32. Slide 32: Shareholder Returns

    Shareholder Returns Through FY2025 From FY2026 onward DOE 2.0% or more Progressive dividends(including commemorative dividends) Total shareholder return ratio 40% or more Total shareholder return ratio 70% or more in the Medium-Term Management Plan period（FY2026-FY2029） Basic Policy 40% or more Divi

33. Slide 33: Sustainability Initiatives

    (Previously Disclosed) Sustainability Initiatives Materiality KPIs Target Result Contributing to evolving manufacturing Contribute to building of a foundation for economic ⚫ Percentage of environmentally friendly development through more sophisticated ⚫ 75% by 2026 ⚫ 68.5% in 2025 products in total

34. Slide 34: Non-financial Initiatives: Strengthening Corporate Governance

    (Previously Disclosed) Non-financial Initiatives ～Strengthening Corporate Governance～ History of governance enhancement Initiatives Composition of the Board of Directors and Committees External Female External Internal directors directors 2012 ● Introduction of executive officer system Chairperson 2

35. Slide 35: Non-financial Initiatives: Promotion of IR and SR Activities

    (Previously Disclosed) Non-financial Initiatives ～Promotion of IR and SR Activities～ IR and SR activities schedule in 2026 （●：Actual 〇：Plan） Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Financial results ● ● ● 〇 Financial results briefing ● ● Medium-term management plan briefing ● Publication of

36. Slide 36: Appendix

    Appendix 01 Quarterly Financial Results 02 Quarterly Financial Results by Segment 03 Order / Shipment Data 04 Overseas Sales / Foreign Exchange Rates 05 Business Segment Overview 06 New Products 07 Participation in Major Trade Shows 08 Introduction to Our Corporate Website 09 Partial Changes to Repo

37. Slide 37: 1. Quarterly Financial Results

    1. Quarterly Financial Results FY2025 (¥ millions) Q1 YoY Q2 YoY Q3 YoY Q4 YoY 1-12 YoY Net sales 18,819 20.4% 19,160 6.7% 18,366 5.5% 24,226 6.9% 80,572 9.4% Gross profit 6,607 46.3% 6,734 10.2% 6,649 11.2% 8,216 10.1% 28,207 17.2% GP margin 35.1% 6.2pp 35.2% 1.2pp 36.2% 1.9pp 33.9% 1.0pp 35.0% 2.3

38. Slide 38: 2. Quarterly Financial Results by Segment

    2. Quarterly Financial Results by Segment FY2025 (¥ millions) Q1 YoY Q2 YoY Q3 YoY Q4 YoY 1-12 YoY Net sales 18,819 20.4% 19,160 6.7% 18,366 5.5% 24,226 6.9% 80,572 9.4% Adjustments -707 - -773 - -778 - -800 - -3,060 - Consolidated Operating profit 1,281 - 868 20.1% 868 -3.0% 1,206 -13.4% 4,224 89.4

39. Slide 39: 3. Order / Shipment Data

    3. Order / Shipment Data Number of EDM (Electronic Discharge Machine) orders Number of EDM (Electronic Discharge Machine) shipments FY2025 FY2025 (unit) Q1 YoY Q2 YoY Q3 YoY Q4 YoY 1-12 YoY Q1 YoY Q2 YoY Q3 YoY Q4 YoY 1-12 YoY Japan 35 -16.7% 61 1.7% 53 -33.8% 58 -6.5% 207 -15.2% 51 -22.7% 29 -31.0%

40. Slide 40: 4. Overseas Sales / Foreign Exchange Rates

    4. Overseas Sales / Foreign Exchange Rates FY2025 (¥ millions) Q1 YoY Q2 YoY Q3 YoY Q4 YoY Full-year YoY Japan 5,996 20.3% 5,023 0.6% 4,829 -9.7% 7,309 -9.3% 23,157 -1.0% Americas 3,057 6.6% 3,058 2.6% 3,015 16.3% 3,862 15.9% 12,994 10.4% Overseas Europe 1,645 -20.3% 1,672 14.4% 1,638 6.5% 2,364 64.

41. Slide 41: 5. Business Segment Overview

    5. Business Segment Overview Core products Main applications Sales markets Production sites Die-sinker EDMs W ire-cut EDMs Small-hole drilling EDMs ◆ Automobiles ◆ IT ◆ Smartphones Kaga Thailand Machine ◆ Mold manufacturing ◆ Electrical and tools Metal 3D printers Machining centers Micro-laser ◆ Com

42. Slide 42: 6. New Products

    6．New Products Die-sinker EDMs Horizontal injection molding machines A40G, A60G LP10EH5, LP10EH5-MT ● 50th Anniversary Model ● Achieves higher responsiveness, ● A next-generation model with enabling both high-cycle and stable enhanced machining performance, molding for ultra-precision applications.

43. Slide 43: 7. Participation in Major Trade Shows

    7．Participation in Major Trade Shows JIMTOF2026 IMTS2026 JIMTOF 2026 （The 33rd Japan International Machine Tool Fair） IMTS 2026 （International Manufacturing Technology Show） ◼ Dates : October 26-31, 2026 (6 days) ◼ Dates: September 14–19, 2026 (6 days) ◼ Location : Tokyo, Japan ◼ Location: Chicago,

44. Slide 44: 8. Introduction to Our Corporate Website

    8. Introduction to Our Corporate Website Corporate Website IR Information 50th Anniversary Special Website (Japanese only) https://www.sodick.co.jp/en/ https://www.sodick.co.jp/en/ir/ https://50th.sodick.co.jp/ © 2026 Sodick Co., Ltd. 44

45. Slide 45: 9. Partial Changes to Reportable Segments

    9. Partial Changes to Reportable Segments • Resources previously allocated to external customers in the Linear motor business have been refocused on in-house production to strengthen competitiveness within the “Machine tool segment”. • As the business has increased in importance within the “Machine

46. Slide 46: Notes

    Notes This presentation material has been prepared exclusively for the purpose of providing information; the material was not created to advertise, solicit, market, etc., specific products or shares of the Company. The information included in this material is not required by the Financial Instrument

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