Sodick Co., Ltd. · TSE:6143
Sodick — Investor Presentation (July 2025)
54 slides from Sodick's investor presentation, Jul 16, 2025
Slide 1: Sodick
<> Sodick Crs BAS BRASH T 17 2025477168 Rt Jot hms 6143
Slide 2: 1. Company overview
SHAAN Sodick 1. SHICHIFS LPR BRO WEI
Slide 3: 1. Company overview
1. SHICHIFS LES OMe It Sodick LPR 73 6 7 (2024 12A#A) B/\ALYEBBOTFO—NVIyFbyTS etRbySISZOMLAE MLE: Nias © PH, HEE! ORY ECAR Uy ER3DPFIYY L—F—mL SERBS ees
Slide 4: 1. Company overview and medium-term plan
1. RHIC VSVELUOSTTS Sodick feneg HOSE 0 SSH aNEOHe RERZC-KEAGE e SENAMRAEO AE © RRRS1/\—OEIM Bite 2 SICAL, PES Raaet A OMS ARF SED J EOID<VSBLT FARES S ICR 0 BSR-hI4UAOBAE 0 JO-NVES SEO © FATTCUT1REORE 2025 2027 COR EE EEE
Slide 5: 2. Business overview
SHAAN Sodick 2. LR MS ORE
Slide 6: 2. Business overview
2. LH RKSS ORE Sodick Mr BARB HRI | feeeuse O Ss THESES = y Ee ‘CS i) L36se Be aR \ sHanee =) Lieinnaeen TRA Bett Atte O70%e HHSI7 Bee SILC MOV—-TYbUIP <BREURA 3DDH> Lo eo E/MC of L——#/SEB3DP o##% CS(p759—--r2) 0B ty
Slide 7: 2. Business overview
2. LIER SYORE <BExONS> Sodick BUFR DOR, Malis S247 5 SAR IO CA thie & SICA ESE, PITRE OMAR ED, COD<Y Sil CHBIC RM giE~ ~2033% FR RAHA Sano WATTEUT 1 HEM Binks LFTB SS NCHRU AMM NCI raEMH Ua Te Sie Bele Ne tattc UEPE-SE EAL RUROWBEASA VEELEONS 1987 Mea 20235 MPLS 1980% iH 1988 51% 1994 NR 2006% Bris
Slide 8: 2. Business overview: products
2. TIMES ROMR <ENRMCPR> Sodick 74 ViKSMLe . ' a Biya . re) Be 2 i ol DIVPYI a: — I . ALiGtEYU-2X APYU-—X VNYU-X AQUU-ZX EXC100L+ HEURES P MEL a al "“**) |e “2 ALYU-X APLU—-X AGYU-X AQUU-ZX VUDYICII FIVYLUIVYI 5 UXYU-X AZ275nano £53 DFUUY L—Y— mL ca & LPMYU=—X OPMYU-X LsPY—X
Slide 9: 2. Business overview
2. LARS ORE <n eRcea> Sodick TERK (at) OMA cout T1 VBR come UE HKOHS Sth came HS INA PRBIG comic THI PPP Pem [olt, TS cegoane BIS SEM <ae-weLc IETS tha) ULAIBL—T — A OOL el
Slide 10: 2. Business overview
2. LPR BEORE <Btome> Sodick BSMLRONT AL? I\F LURE CO hy PULP THF B AO Ha tees tee b.. 7 IPTI/OY—-OARME EAA FETI APFI/OD— RAFSDLAA ADFT FJO-NIVGS RA +e : SD Apsofastt : 164t 10
Slide 11: Sodick: Voice of Customer
Sodick 2. TIERS ROMER <A> HEROREESICUNT<SICRRCS S hill UK XVoC: Voice of Customer Mig, BEROR
Slide 12: 3. Business results
SHAAN Sodick 3. BRC MRR
Slide 13: 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% 0
20% 600 18% 500 16% 14% 400 12% 10% 300 8% 200 6% 4% 100 2% 0% 0
Slide 14: 3. Business results
3. BHRACMRM <sbL- FIMO > Sodick <sp LBL OHS LUPE > > FERS PREP DOs L > 2023 FU\Kt AA HEME DS AREMICUDK = t- BK chiens EES mPa -2021% 50% i -2024% 35% > eatiia? BATieaICT mt aMiian > Rhy Cheese 20215 20225 20238 20245 ‘a
Slide 15: 3. Business results
3. RBS: ARSE CE -PS) Sodick Aso? PCCO ARSE Baas ‘PIS-EVRABA GH¥Gan, RT. 8) ANZE, AAS EPO ART CORE “BBib. FB SMbOeA ATM CREO Ags aaa 2024mrae 20275 20245 202758 2024258 HE, ER HRTBORNE HILO RRIRD ARSE D4 Pista IP HA ) Bea FRCE MTARI9, EHR, NEVOUT? es 202458 20278 “BRS TK Ma aIGEIE “TUE TRO AR ESRI “P
Slide 16: 3. Business results
3. RRR: ECE) Sodick LS 9} IPA) OX OE REIS 02 eek Bitlet (3DP. MC) hUI—-LVY—Y CIO-NI VERO Ri “BEMIS StEHAECIAbAR AMBRE RMR i TREO FEB XUP “EE TEOIOMCO HE AMBRE RMB - 202458 20275 20245 20275 REL y Geol a) 16
Slide 17: 3. Business results: AI
3. ERIS: TASTE Sodick (SHCEAFE ) Al AGE “MILARAS ACER CS TY VALE CRI L *-LLM*4) FA CI—PRITFLYDUATL DXe Bent ‘STE BEMbe He TFIIWIAY ‘YE4—YaERUEML PA REBML OAT XXLLM: Large Language Model@Bgs& BARTEAKT—9EFRUT, AMOES IC BREE CO PURUMNCESAIETIL 17
Slide 18: 3. Business results
3. AER: A—RUTA—bKSIVAODERU HH Sodick TIc#etemwsg3’i Groove + EditionYU-Zz , Sovgem 3 Okie —9I)v oe 3 8 5 WAU K-9I)b PRE 40% mt yenes KX FERC OLR U4 IWOD 4 IVI ¢ q 2020% © 2021 += 202% += 205% =—20244 MBBS CABS CTL, ABR ACB OO Be Ut 2IVOI4v—Ht
Slide 19: 3. Business results
3. RAS: PIS—KVIRILPOEVRA Sodick PIFI—t—-ERZODXILEER aha MN—hLOER -K-FIVSROUTUY (Sodick Connect) YVIFILP Ramey DAT iRs -i@faCNC TSatelinC) 2S DAT iksE =F peees lta ‘PERO RAE IY DL ‘BEML Ibo ce 19
Slide 20: 3. Business results
3. RES | BRESAESSICOUIT Sodick TR ee 202545R13A IcFSettt by Sodick Prima Additive#t(.—v—vu1—-yav-&63D7UD SBR ER) / “tt BR3DIUI9 > / aN SERA SEH 4 = as —— ERDEBOUA & ?: SHS TOT Ne 15% ul % ARERYKI—F ey \ 20
Slide 21: 4. Machine tools
SHAAN Sodick 4. BB/VULUIBR
Slide 22: 4. Machine tools
aio 4. BB/VULUISE: MEDBAOT PO-F Sodick + Al-F—-9RUI-BE ALC RAIOIRFENES BL ‘ALG FY SORES F—-ILVI—OAYI FRE SEI A EE MTILILD—JL (HIRD) SH 5.3mm ) 55mm zemm 2PAN—(O125 um) M16 Ferrule 22
Slide 23: 4. Machine tools
A. WE/VUIVIBE: REDSAOP IO-F Sodick + AL-F—-9RUI—#E BF us Ll lea, SSH ARTA LP20EH4 pie eA a 4 P18 i MTILILV—JIb (HHIRIY) BF feta 7 VL g [37Oth35 | Bemsety FL MRSA LE tae 71 VSL K3BL EXC100L+ 23
Slide 24: 4. Machine tools
4. WB/VUIUTS: Sodick + ALT —-9tLI—-RE nd 4 8 SN 7N4E0.125mm _ REY FO.25mm TARE 0. 38~+0. 43um 00s ow Ne <A A, ——s c.co0 ooo }= ‘0008 ‘oonos ‘anoos ‘anooo 20008 10008
Slide 25: 4. Machine tools
4. WE/VULUI BE: REDSAOPIO-F Sodick MT PIDIV—IV AT ee FISD TC teal ERS 1, Sit CR ate & 56 EXC1OOL+OD HAI AREC SS AA (ETE O-Iyk, SRMLIYE this x 25
Slide 26: 4. Machine tools
A. WE/VVUIUISE: MEDBAO?P PSO-F Sodick HHO ATH CCN Se MKD RAB SA ASS lie aon IC/y7—D ARE IDE AP EVS ORME Pint ee IRIS JY ATV FAS J-RIL—-AP SRV AIIML FUU PBR OP OL AXSARBL UAL he IC/\y7—-D AREER BY BIBS AI9 AV -hI4VIRBLUAIIYb 26
Slide 27: X STEP
0.08 0.06 X STEP… ステップ量 [um] 0.04 0.02 0 -0.02 0 2 時間[sec] 4 6 8 10 12 ㎛
Slide 28: 4. Machine tools
4.MB/VULUIA a Me LAL BS: KRDO AO? SOF Ze theins Set ASR Ze ORK HEA OBA PRE ROS ARRE MID (SAFER) |\ BIC LSBU IDOMA FHA OT YbeE RRP ROS | GT6 EIFIZROIR RICK SHA) Bax lie me seta “ALEVE O34 4 SSN SSM RAR RET AIL — VIYVRLIVU VOPR Bane SAF vp RIVOML F—-EVIVL—BK PRES OTSA OL FI—-EVIL—-FORTBOML F—-EVIL—-EM
Slide 29: 4. Machine tools
A. WB/VULUISE: REDSAOP IO-F Sodick AX ges TE “ete Oaae EDM/EDWe BICHRULEALROSIUIVS FN DI—IYAAICHISATAELTS (Large Tank Size) {tt INF LYRESRIVL UU OMIVEE SIU IVS M7 VAIS. BEOMMLR, SRMLOKMLROWS(VIVS KEHEDM tteeMa7 Ua TIwbAREDM AHEDW *BEDW AG200L CHRK4HL AG100L+ ALN800GiG+E AQ1200LY=3—PH Seon Bes 2020 2
Slide 30: Sodick Connect
Sodick BS BHA MAVY-ERZVVOBRBCRE HP 2B Hoe ZEWP IT HAZEVP YTS ES HE (ABT) PHBH RS ZEWPYSS—FIYF Y-EAZRESAIRS ARO Toa Sodick Connect, HERD matletakl Al@ SALESICRESAMGAICKS!I 24H365HIOY—-ERVR—hEBRA x0
Slide 31: 4. Machine tools
4. WMB/VULUTBE: PIJ-ECURA jAeonERSo BhanAoo oe | Ax #925,0008 + Hs C4 La FOI #990,0008 — REA CHAS SRB AY ORATRIR Oia Gaba RAI ABR W) (Batelco F—-ER . fettinst) jAeton Ty 94- 4), FLA AY |, (LAI IV | PRESETS Wee 30%UP (D4 Vi EEBASAIEIC KS D4 ViRART CHIC FDA VHBRUAT L IRL: feRaas 7 rRNA DAT 4 TDA REE R
Slide 32: 4. Machine tools
A. WE/VURUTBE: PIS-CURZ Sodick Be Olptick Chamekrt | (ATI -EAR MORAN) Y—-CAMRORWERE Mi EIRTI— CADRES Ua (751 Se AlH) Sodickit—91 fk MILI IIN9 ABARAT OBOE Sodick Connect [(CRMRSBUR IED ZT LOH) BERD SEERA BOIIT UY SRT S YOO -E RE RHIER MIS) II\ IDE BEORAET —9 OBS D1 hREOU-ERZRH EE ASHE FIC 412 D SRA H
Slide 33: 4. Machine tools
4. MB/VUIUIS#E: VULUI SS OUR Sodick MAVVUIUIRUY sStyUtyes High 1) Beas io -_ : a E ANN LK Low \ ! \ | 1000um 100um 10um lum 0.1um Ret EL UD 33
Slide 34: GS540L
新発売 高い位置決め 低コスト 高効率 GS540L 再現性 GS540L 熱変位 コンセプト 少ない 高応答性 開発コンセプト Power Linear Motor Drive 構造 Machining Center 長寿命 ⾧寿命 高トルク 同クラスの機械では最上位モデル ミドルレンジ分野の用途に適合 切削の領域を広げる！ ・リニアモータで高速切削を ・放電加工用の電極の製作を ・高精度の部品加工へ導入を ・高硬度／脆性材／多数穴を 真円度 2.2μｍ ピッチ精度±5μｍ M16タップ加工可能
Slide 35: 4. Machine tools
4.MB/VULUISR: JUI-VavVeURARR Sodick He DA SaRe DF RmRMEICKSEAMARE (FEMALE) BER FORE PRIMER (Re ICR) BOS ASE CAMPS TET (ERMEROEL) R/O il < ya a: erry SodickMY Ja va YTB aap -_ = | TBSHKO BENE 35
Slide 36: 4. Machine tools
4. WB/VUIUIBE: Yaa VeEVAARH Sodick SW FPORALYVYI—Yaviez == 4PM a a] an] e ame Ouse: O ALAR) SyoEWe BLA é. O20 B- CQ CB-CB 2x YVUa-vavRE FOvASBYLEBEMCE EB (BSS / Hit) (HOE CHIE] [ATVa—F) SEROMA MER Joux ewe RLORME és ATI1A-F tc, ap ARE 36
Slide 37: 4. Machine tools
4.MB/VULUD Bs: VUI-YavVeVAARA Sodick YF CITES S BEN TEE UI—Sy) @vsat-k ORI KCL Se eRT REO RAENE Sheu" @CMMICKSAEEERY : (ESE RREE yn are HEBIAZT Mt KORY h-PSRELHVEGA | _, AE REE] E ce ne @S BARC KORE LH OREM OBR CENA YS OBB ‘RRMA Bees ® With Robot > REE EFA OS ZBI BehkORsMt @MES + ERP @ERP a OAPS (ER
Slide 38: 4. Machine tools
4. WB/VUIUIBE: Yaa VeEVAARH Sodick YF 19IOY Jla—YVa VERE 2o8Ee8 mn YIKVIPHEO Ete MES MOMSE7ORABE HFIRIVP Vay ws (cIM Foce#t) | Li8BH |) alarcac MT-IMS/EMS(mosturntt) _seqgssg ATQ(C&Gsystemstt) CAD/CAM DiproSolid HeartNNC LQ professional-Al MotionExpert®-AI (AhyA— ee RYLI-D Bets 7st i Gerva—s}""rSoci
Slide 39: 4. Machine tools
4.MB/VULUD dio BM YUI-Yav(st1x-bys-ogn) =Sodick MBP31A—bya— YF 497 BRR “Ay: 20254 5A228~238 SENTAN ofs#222025 2 Sai: DNRSRSRAT a» SA22H(K)-23B(@) ,., MARb/722 mREAM (Exess cA CORE) soi — ‘RBR: 10008 E( PREAH) SHOR /VU1—-VavesSaEen AeA TREY — CHAD EOI<VU EAR ‘Ramet PDAS eRe CARY = PHEUTWESIAUR+ 25%CR
Slide 40: 5. Laser and 3D printing
SHAAN Sodick 5. V—S -RBSS
Slide 41: 5. Metal 3D printers
5. U—-T-#B#: SE3DPOHB Sodick iR3DPOHEB 20M ES 20245~ OPM250L+ 1SNVNI-DLIA xR SR FV IRH FANABSH SUS402I2 MEET 20214 ORBITARHREER ORRURRR LPM325S Ot- LH BRE O7-JF MBE CRRA On-Heme 20184 ca 20164 LPMS25 20144 OPM350L at OPM250L i oe SIO RRR 1 aise SRT LK tok 2 BAORRAME MRS O 3 BRERA MRS1=yb ° z 4 SREOB
Slide 42: 5. Prima Additive
5. L—f-BE: Prima Additive#t omalcoue Sodick eA EF (o38iFA ShROM AINE spindl e (opm) \ere @Prima Additive + abana SP (<3F8 SAROMAIEHS FI MAT toiwhZ MAR: Tore Onmyhor17e ET3H917 SHG(Secon d Harmonic SEMA: IV — Generation LF ) (IR,Blue) ba 42
Slide 43: 5. Prima Additive
5. L—f-BE: Prima Additive#t omalcoue Sodick Prima Additives t@aae% < Taig hik > EURO 73SE2xt 05 9 oe Impact Award 2024 TAI¥—/Aiw/AA Bie wes oi 3 & fin, Zo A sy = L x y T t ‘ e @) i a A Ia & iI K 43
Slide 44: 5. Prima Additive
5. —7-#¥: Prima Additivest alco Sodick Prima Additive#t Osa < Agsaitisay > ™ Sodick Riesz P.A. (CHEE. iescie 774 SCUNE HH VA Se AEA ners
Slide 45: 5. Prima Additive
5. ——#BE: Prima Additivett oalcout Sodick Prima Additivest Oia (ROR etih) DL-471297RE =F 17 (PAR) "Rapid Coating” Le Euro ‘7 ##C. HFRERMBOWHES 13% He BR (RHCDL-FT 4 ZIDSOHMBE 27% ATS CCDWE) 45
Slide 46: 5. Laser processing
5. Lb—-S-BBE: L—P-MLRADSA alia < THR: Lik > Beas nmall SEA DOR) Be *tBban AN om E/E OBL FRORRICHAREA Sodick 46
Slide 47: 5. Laser processing
5. LP EE: L—PHMLBADBA Sodick <L—-P-MLORR> a) ie) |8 5) EOL HIMT »somm my Bo mn uu e fips @& | O bi # a eoSv2 LAGBITL sic IPAS(9-A BEML e671 SIC OFAN OFsMeB AOL oneKmL Mt Ow <b <L—P-HOWAECINILA NE > 1GW DILbhy BLED “BE VIDAI (DILL) e | FA IMW tI» s A sof CF A . MONCH L—f-OINJLAIB = FRI 47
Slide 48: 5. L-COM
5. b—*S #3 as: L-COM PISvYIRML (30 wm) #BRAICKML (FIAZFAP IVT) HAAS AIL 48
Slide 49: 5. Competitive landscape
5. Ute Bae: L-COM Sodick MOAI C Te PROB) AIRS LASER] IPG Photonics Light Conversion Amplitude TRUMPF COHERENT Huaray IMRA Sodick Canon SCANLAB Sodick Materialise | SAIC Ith HEXAGON 49
Slide 50: 5. Metal 3D printer strategy
5. LSE: LTR ORERHE Sodick tR3DPR ETE (PBFAX: NOS—AvyEII—YavAX) > BeOeHI—T—-AinikRe (SIAR FAFVAME) Prima Additivean 203 0% ras (DEDAH:94L9F-4 RIF I—-FRIYSVAR) derapaiee BBA GZ, 3, BERR WER, T40LF—) eles eCA—T— ABER HE L—F—imLtt (QrLbhHL—F—) > SBS aban (LR, m2, wD) CMT Shy RA 50
Slide 51: 6. Future initiatives
SHAAN Sodick 6. BRO PH
Slide 52: FY2027 plan
20% 700 18% 600 16% 14% 500 12% 400 10% 300 8% 6% 200 4% 100 2% 0% 0 ・新市場製品への投入 ・グローバル販売戦略 ２０２７年度 （計画） ・新たなビジネス創出 売上高 ５９９億円 セグメント利益 ・金属３ＤＰ子会社化 営業利益 ７１億円 の大幅アップ！ ・中国での生産集約化 ・生産工場稼働率向上
Slide 53: Ae: BARRAOMIS Sodick
Ae: BARRAOMIS Sodick Rta SEDs (a/ 9) HERO RE(hS> SEE) ‘SHIKEC MSs GTUS Y Meth Hitt (@/10) #BELBSBIO9 OR RIRENESER KEG, KS TRSBIDN BEDARD ARE SKS PDS (oa iS MNBSBL25 % CAET50% (ERM) Sebati ‘AE CORRS (ARTI) SBRO RISE CMMI TS ~7/BEC @ 8) sR ERSH SABER 10% HARRO LRH (7/7S) HE] 34% (24% Ett) “SPEAR ; (1/
Slide 54: hint
hint =F =a Sodick ABRIL HRMEHODE BNCUTHERT SEO CHY, SHHHOBACEO, FEOMMOBR HS: BRSEA HCLEEOCLBVEA. ABA CHHRL CUS IARI, SAAR ANS IA, PRAT BEAUMEO' CREE SFE | LRAS CRSA NN, KEITH 5ICBO<TBRCLBVEA. ABABA, REBR. BRICMTS—EOPRP MMO ICS HOMER BNICES Sac OSENET. C DES ERPRICETS SacsblTlk, PEMECILAMIOU AD, MERE