Kyocera Corporation · TSE:6971

Kyocera — 9M FY2026 Earnings Presentation

32 slides from Kyocera's earnings presentation, Feb 3, 2026

1. Slide 1: Financial Presentation for the Nine Months Ended Dec. 31, 2025

   Financial Presentation for the Nine Months Ended Dec. 31, 2025 February 3, 2026 Hideo Tanimoto President, Representative Director © 2026 KYOCERA Corporation

2. Slide 2: Table of Contents

   Table of Contents 1. Financial Results for Fiscal 2026 9 Months (9M) 2. Progress of the Strategic Business Transformation in Fiscal 2026 3. Financial Forecasts for Fiscal 2026 4. [Reference] Supplementary Information Notes: This is an English translation of the Japanese original. This translation is

3. Slide 3: 1. Financial Results for Fiscal 2026 9M

   1. Financial Results for Fiscal 2026 9M Note: Kyocera decided to change the classification of Jewelry & Applied Ceramic Related Products Business, which was included in “O the rs” under “Core Components Business” to “Others” under “Solutions Business” and Displays Business, which was included in “Ot

4. Slide 4: Financial Results for Fiscal 2026 9M (1)

   Financial Results for Fiscal 2026 9M (1) Sales revenue: Increased due to increased sales of the Core Components Business, mainly due to the increased sales of the Semiconductor Components Unit, which exceeds the impact of stronger yen against USD Profits: Increased significantly due to increased sal

5. Slide 5: Financial Results for Fiscal 2026 9M (2)

   Financial Results for Fiscal 2026 9M (2) OP: operating profit / PBT: profit before income taxes / PKG: package (Yen in billions / Figures are approximate) • One -time costs included in OP and PBT Change Fiscal 2025 9M Fiscal 2026 9M (as compared with fiscal 2025 9M) 1) Organic PKGs and Boards Busine

6. Slide 6: Financial Results for Fiscal 2026 9M (3)

   Financial Results for Fiscal 2026 9M (3) (Yen in billions) Sales Revenue Profit Before Income Taxes • Sales revenue of the Solutions Business decreased due • Profits increased significantly due mainly to the positive mainly to decreased sales in the Document Solutions Unit. effect of structural refo

7. Slide 7: Capital Expenditures, Depreciation, R&D Expenses

   Financial Results for Fiscal 2026 9M (2) Capital Expenditures Depreciation Charge of PPE R&D Expenses Increased due mainly to completion Decreased due mainly to the Decreased slightly due to the of new factory buildings * constructed recording of a loss for impairment in selection and concentration

8. Slide 8: Sales Revenue by Reporting Segment for Fiscal 2026 9M

   Sales Revenue by Reporting Segment for Fiscal 2026 9M (Yen in millions) Fiscal 2025 9M Fiscal 2026 9M Change Amount Component Ratio Amount Component Ratio Amount % Core Components Business 442,239 29.6% 477,170 31.3% 34,931 7.9% Industrial & Automotive Components Unit 198,832 13.3% 202,828 13.3% 3,9

9. Slide 9: Business Profit (Loss) by Reporting Segment for Fiscal 2026 9M

   Business Profit (Loss) by Reporting Segment for Fiscal 2026 9M (Yen in millions) Fiscal 2025 9M Fiscal 2026 9M Change Amount % to Sales Revenue Amount % to Sales Revenue Amount % Core Components Business -13,747 - 50,344 10.6% 64,091 - Industrial & Automotive Components Unit 18,654 9.4% 21,870 10.8%

10. Slide 10: Financial Results 9M: Core Components Business

    Financial Results by Reporting Segment for Fiscal 2026 9M: Core Components Business (Yen in billions) Sales Revenue Business Profit (Ratio) • 9M (YoY) • 9M (YoY) 000 + 7.9 % ✓ Sales revenue increased due + 64.0 billion yen ✓ Business profit increased mainly to increased sales in the significantly du

11. Slide 11: Financial Results 9M: Electronic Components Business

    Financial Results by Reporting Segment for Fiscal 2026 9M: Electronic Components Business (Yen in billions) Sales Revenue Business Profit (Ratio) • 9M (YoY) • 9M (YoY) ✓ Sales revenue was almost flat. ✓ Business profit increased due + 0.3 % 100 000 Demand for capacitors, etc. in the mainly to the po

12. Slide 12: Financial Results 9M: Solutions Business

    Financial Results by Reporting Segment for Fiscal 2026 9M: Solutions Business (Yen in billions) Sales Revenue Business Profit (Ratio) • 9M (YoY) • 9M (YoY) ,000 ✓ Sales revenue of the Solutions 1,500 ✓ Business profit increased as a -0.8 % + 12.3 % Business as a whole decreased due result of cost re

13. Slide 13: 2. Progress of the Strategic Business Transformation in Fiscal 2026

    2. Progress of the Strategic Business Transformation in Fiscal 2026 13 © 2026 KYOCERA Corporation

14. Slide 14: Improvement of Challenging Businesses and Capital Strategies

    Improvement of Challenging Businesses and Capital Strategies Profit Improvement of Challenging Businesses Capital Strategies Organic Packages and Board Business Progress of Share Repurchases (Core Components Business) Current status • Total amount of shares repurchased by Dec. 31, 2025: 製品及び拠点の選択と集中

15. Slide 15: Review of Businesses

    Review of Businesses Transfer of the Chemical Business New Other Items of the Review Previously announced Overview of the Business Silicon Diode Power Semiconductor Business Reporting (Electronic Components Business) Core Components Business Segment Chemical Business Established a new company throug

16. Slide 16: Strengthening the Connector Business

    Strengthening the Connector Business JAE: Japan Aviation Electronics Industry, Ltd. Alliance with JAE Progress of Alliance Aim to be among the world’s top group in total sales Initiative to increase market share • Will dispatch Kyocera Corp.’s personnel to strengthen JAE’s development structure for

17. Slide 17: Organization Reform in the Core Components Business

    Organization Reform in the Core Components Business Implemented following three reorganization within the Core Components Business in Jan. 2026 to strengthen business structure of focus areas (As a result of 3) set forth below, figures of the “Industrial & Automotive Components Unit” and the “Semico

18. Slide 18: 3. Financial Forecasts for Fiscal 2026

    3. Financial Forecasts for Fiscal 2026 18 © 2026 KYOCERA Corporation

19. Slide 19: Financial Forecasts for Fiscal 2026 (1)

    Financial Forecasts for Fiscal 2026 (1) (Yen in millions) Fiscal 2026 Change from Fiscal 2025 Previous (Oct. 2025) Revised (Feb. 2026) Fiscal 2025 Previous Forecast Sales Revenue 2,014,454 1,950,000 2,020,000 5,546 70,000 Operating Profit 27,299 70,000 100,000 72,701 30,000 (1.4%) (3.6%) (5.0%) Prof

20. Slide 20: Financial Forecasts (2): Compared with the Previous Forecast

    Financial Forecasts for Fiscal 2026 (2): Compared with the Previous Forecast Sales Revenue Profit Before Income Taxes • Strong demand for components for the • Increased due to increased demand as well as semiconductor -related markets continued efforts to reduce costs • Gain from transfer of Souther

21. Slide 21: Forecast of Sales Revenue by Reporting Segment

    Forecast of Sales Revenue by Reporting Segment for Fiscal 2026 *Figures in the table below have been reclassified in accordance with the organization reforms conducted within the Core Components Business, as explained in p.17. (Yen in millions) Fiscal 2026 Fiscal 2025 Change from Previous (Oct. 2025

22. Slide 22: Forecast of Business Profit (Loss) by Reporting Segment

    Forecast of Business Profit (Loss) by Reporting Segment for Fiscal 2026 *Figures in the table below have been reclassified in accordance with the organization reforms conducted within the Core Components Business, as explained in p.17. (Yen in millions) Fiscal 2026 Fiscal 2025 Change from Previous (

23. Slide 23: 4. [Reference] Supplementary Information

    4. [Reference] Supplementary Information 23 © 2026 KYOCERA Corporation

24. Slide 24: Consolidated Results of Operations

    Consolidated Results of Operations 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year 売上高 498,868 499,720 493,467 522,399 2,014,454 478,038 513,347 530,611 Sales Revenue 営業利益 20,956 16,920 -25,601 15,024 27,299 18,550 23,395 28,676

25. Slide 25: Sales Revenue by Reporting Segment

    Sales Revenue by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 145,088 149,147 148,004 149,481 591,720 145,856 161,802 169,512 Core Components Business 産業・車載用部品 65,722 65,155 67,955 68,196 267,028 6

26. Slide 26: Business Profit by Reporting Segment

    Business Profit by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 12,917 4,130 -30,794 11,858 -1,889 14,188 15,832 20,324 Core Components Business 産業・車載用部品 6,172 4,710 7,772 6,019 24,673 7,777 5,670

27. Slide 27: Orders by Reporting Segment

    Orders by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 153,201 148,276 143,355 142,584 587,416 149,408 158,161 164,251 Core Components Business 産業・車載用部品 75,836 68,038 67,924 65,967 277,765 66,639 6

28. Slide 28: Capital Expenditures by Reporting Segment

    Capital Expenditures by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 11,603 13,391 10,058 12,871 47,923 40,566 12,241 16,494 Core Components Business 電子部品 6,526 13,153 7,501 7,829 35,009 7,240 7,73

29. Slide 29: Depreciation Charge of PPE by Reporting Segment

    Depreciation Charge of PPE by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 11,899 12,040 12,386 10,018 46,343 10,186 10,699 10,781 Core Components Business 電子部品 7,971 7,612 7,305 7,167 30,055 7,568

30. Slide 30: R&D Expenses by Reporting Segment

    R&D Expenses by Reporting Segment 百万円 / Yen in millions 2025 年3月期 / Fiscal 2025 2026 年3月期 / Fiscal 2026 通期 通期 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q Full year Full year コアコンポーネント 5,546 5,327 5,669 4,862 21,404 6,470 6,597 6,383 Core Components Business 電子部品 4,132 3,556 3,338 2,962 13,988 3,097 4,423 4,116 Electron

31. Slide 31: Cautionary Statements with respect to Forward-Looking Statements

    Cautionary Statements with respect to Forward -Looking Statements Certain of the statements made in this document are forward -looking statements, which are based on our current assumptions and b eliefs in light of the information currently available to us. These forward -looking statements involve

32. Slide 32: © 2026 KYOCERA Corporation

    KYOCERA KYOCERA Corporation © 2026 KYOCERA Corporation

Kyocera — 9M FY2026 Earnings Presentation on 6ix