Oki Electric Industry Company, Limited · TSE:6703
Oki Electric Industry — Investor Presentation (March 2026)
20 slides from Oki Electric Industry's investor presentation, Mar 5, 2026
Slide 1: OKI Group New Management Plan (Outline) FY2026-FY2031
OKI Group New Management Plan (Outline) FY2026-FY2031 This document outlines the key points of our new management plan. Details by segment are scheduled to be disclosed around May 2026. Takahiro Mori Representative Director and CEO Oki Electric Industry Co., Ltd. March 5, 2026 © Copyright 2026 Oki E
Slide 2: Agenda
Agenda 1 Introduction: OKI Group’s Journey 2 OKI’s Corporate Philosophy：Purpose / Vision / Value 3 Review of the Medium-Term Business Plan 2025 4 Outline of New Management Plan © Copyright 2026 Oki Electric Industry Co., Ltd. 2/17
Slide 3: Introduction: OKI Group's Journey
１ Introduction: OKI Group’s Journey Founded in 1881, OKI has tackled social challenges with an “enterprising spirit” 1881 Keeping Critical Infrastructure Running Microphonic Manual / Automatic Type-600 D10 electronic Telecommunication Japan’s first VoIP SystemIP COVERGENCE Japan’s first Zero Energy
Slide 4: Corporate Philosophy: Purpose / Vision / Value
2 Corporate Philosophy: Purpose / Vision / Value OKI's New Commitment Purpose Shaping Next for Society Social Value Becoming Future-Makers : Contribution to society Vision Powered by People and / Customer success Technology Value Integrity and Beyond, Together Unique Employee Capabilities Growth OKI
Slide 5: Review of the Medium-Term Business Plan 2025
3-1 Review of the Medium-Term Business Plan 2025 Achieved the Medium-Term Business Plan 2025 management targets in FY2024 Themes of Medium-Term (1) Return to FY2019 levels of performance and Steering toward growth 1st Stage restore the weakened financial foundation Business Plan 2025 1. Revision of
Slide 6: Share Price 4.5x (vs. Mar. 2023) / PBR: 1.83x
3-2 Review of the Medium-Term Business Plan 2025 Share Price 4.5x (vs. Mar. 2023)/ PBR: 1.83x (as of end-Feb. 2026) Share price: ¥3,230 PBR: 1.83x Share price: ¥1,154 Share price: ¥718 OKI PBR: 0.71x Share price: ¥984 PBR: 0.59x PBR: 0.63x TOPIX Mar. Mar. Mar. Feb. 2023 2024 2025 2026 © Copyright 20
Slide 7: New Management Plan: Basic Policy
4-1 New Management Plan: Basic Policy Shifting Management from Defense to Offense Steering toward growth 1st STAGE Steering toward growth 2nd STAGE FY2031 targets (OKI 150th) Credit rating A Themes: Themes: (1) Return to FY2019 levels of performance and Net sales ¥600.0B+ restore the weakened financ
Slide 8: (1) Value Creation Model
4-2 (1) Value Creation Model Strengthening OKI’s unique intellectual capital and create social value Purpose Shaping Next for Society Strengthening Intellectual Capital Deepening long-standing trust with social infrastructure operators, financial Social & Relationship capital*3 institutions, and cen
Slide 9: (2) Business Strategy: Business Domain
4-3 (2) Business Strategy: Business Domain 1. Innovation in Core Businesses / Business Concept 2. Taking on High-Growth Markets Information and Communications AI & Semiconductors / Aerospace OKI’s Unique Perspective Business Advanced Network Devices Communications Transport and Technologies Passenge
Slide 10: Business Strategy: Innovation in Core Businesses
4-4 (2) Business Strategy | 1. Innovation in Core Businesses Focused on customer frontlines where OKI’s strengths stand out Current Assets Changes in the External Environment Target State Financial & Payments Financial Terminals & Next-gen Branch Operations Domain Nationwide Maintenance Network - Cu
Slide 11: Business Strategy: Innovation in Core Businesses (Social Infrastructure)
4-5 (2) Business Strategy | 1. Innovation in Core Businesses Focused on customer frontlines where OKI’s strengths stand out Current Assets Changes in the External Environment Target State Social Highway Roadside Systems Information Provision for Mobility Infrastructure Domain - Growing need for rapi
Slide 12: Business Strategy: Taking on High-Growth Markets
4-6 (2) Business Strategy | 2. Taking on High-Growth Markets Global Creating new value with a unique core component Changes in the External Current Assets Target State Environment High-growth Markets OKI’s Proprietary Technologies Growth Market Semiconductor bonding - Generative AI and Data Silicon
Slide 13: Business Positioning: Aiming to be the Layer Master
4-7 (2) Business Strategy: Business Positioning Aiming to be the “Layer Master” at the Frontlines Other Consulting companies Core system Product OKI Integration Operations © Copyright 2026 Oki Electric Industry Co., Ltd. 13/17
Slide 14: (3) Management System Reform
4-8 (3) Management System Reform Building a platform for company transformation: “Becoming Future-Makers” SAP Business Suite x Global communications infrastructure Thorough Business Process Optimization Faster decision-making Security + Availability Labor saving Management information OKI’s foundati
Slide 15: (4) Strengthening Human Capital
4-9 (4) Strengthening Human Capital Each employee is the source of value creation - a Future-Maker Human Capital Create growth opportunities for those who step forward and keep taking on Strategy challenges - driving individual growth Proactively invest 2.5x more in human capital as the starting poi
Slide 16: Investment Strategy
4-10 Investment Strategy Toward realizing our intellectual capital and business strategy (Billions of yen) Past Medium-Term Business Plans New Management Plan MTBP 2022 MTBP 2025 First 3 years Last 3 years 170.0 ◼ Human Capital Investment 125.0 ◼ Management System Reform Investment ◼ High-Growth Mar
Slide 17: From Oki Electric Industry to OKI
Closing From Oki Electric Industry to OKI © Copyright 2026 Oki Electric Industry Co., Ltd. 17/17
Slide 18: Glossary
Ref. Glossary Term Description Intellectual Capital Management is a strategic management model that visualizes and leverages a Intellectual capital company's unique intellectual capital; this includes human talent, technology, organizational management processes, and customer networks, to achieve su
Slide 19: Glossary
Ref. Glossary Term Description A technology that forms optical circuits on a silicon substrate to generate, modulate, transmit, split, Silicon photonics multiplex/combinate, and detect signals using light. Package (PKG) A substrate on which semiconductor devices are mounted or bonded and electricall
Slide 20: Notice
Notice • The projections and plans in this material are based on information currently available to OKI as of the date of publication and certain assumptions judged as rational, therefore actual results are subject to change depending upon the changes of business environments and other conditions. •
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