Harada Industry Co., Ltd. · TSE:6904

Harada Industry — Q2 FY2025 Earnings Presentation

23 slides from Harada Industry's earnings presentation, Dec 5, 2025

  1. Slide 1: Financial Results Presentation Slides for the Second Quarter of the Year Ending March, 2026

    Financial Results Presentation Slides for the Second Quarter of the Year Ending March, 2026 Harada Industry Co., Ltd. December 5, 2025 Securities Code: 6904 https://www.harada.com

  2. Slide 2: Contents

    Contents |. Corporate Overview 1. Corporate Profile 2. Global Network 3. Major Products Il. Financial Results for 2Q FY2025 (Consolidated) 1. Net Sales Trend 2. Summary of 2Q Consolidated Statement of Income 3. Summary of 2Q Consolidated Balance Sheet 4, Sales Breakdown by Reportable Segments 5. Con

  3. Slide 3: I. Corporate Overview

    |. Corporate Overview HARADA

  4. Slide 4: 1. Corporate Profile

    1. Corporate Profile ◆ Established March 1958 ◆ Headquarters Omori Bellport B-4F, 26-2 Minami-Ohi, 6-Chome Shinagawa- ku, Tokyo, Japan ◆ Capital Stock 2,019 million yen ◆ Consolidated Overseas: 10 Subsidiaries (Sales Companies: U.S.A., U.K., Thailand, etc.) (Plants: China, Philippines, Vietnam and M

  5. Slide 5: 2. Global Network

    2. Global Network UK Birmingham US China Detroit Germany Dalian Cologne China Japan Shanghai Tokyo, etc. Thailand Bangkok Philippines Mexico Queretaro Vietnam Cavite Dong Nai Sales R&D Manufacturing 5

  6. Slide 6: 3. Major Products 1

    3. Major Products 1 LPA (Low Profile Antenna) Support for multi- band antennas including: Cellular 4G-LTE, 5G, V2X, GNSS, MB-GNSS, and Broadcasting (AM, FM, DAB, DTV and SDARS). Roof-Mounted Antenna “ITS Connect” Antenna Support for multi-band antennas including: Cellular 4G-LTE, GNSS and Broadcasti

  7. Slide 7: 3. Major Products 2

    3. Major Products 2 Amplifier for Screen Type Antenna Film Antenna for DTV Integrated Type (Hidden) Antenna Setting location: plastic roof panel, into spoiler, trunk lid or bumper. Support for multi-band antennas including: Cellular 4G-LTE, DSRC V2X, GNSS and Broadcasting (AM, FM, DAB, DTV and SDARS

  8. Slide 8: 3. Major Products 3

    3. Major Products 3 Coaxial Cables Connecting antennas and audio units. Routing Design, Design & Development to In-house Manufacturing & Assembly of Components. CCA (Copper Clad Aluminum) Cables The core of braided wire uses aluminum while copper cladded on the outer that enables lighter weight, by

  9. Slide 9: 3. Major Products 4

    3. Major Products 4 LPWA(*) Smart Tracker For Vehicle This is communication terminal equipped with Use Cases/Usage Scenes LPWA/GPS/6-axis sensor/BLE. ・Vehicle operation management Using the Bluetooth® function, you can link ・Driver diagnosis with various external sensors (alcohol checker, ・Automatic

  10. Slide 10: 3. Major Products 5

    3. Major Products 5 ＜New products that address social issues such as labor saving in infrastructure monitoring＞ Wi-Fi HaLow™(*)-Compatible High-Performance Antenna Use Cases/Usage Scenes ・Regional infrastructure monitoring: Maintenance management Product Features of roads, railways, transmission tow

  11. Slide 11: II. Financial Results for 2Q FY2025 (Consolidated)

    II. Financial Results for 2Q FY2025 (Consolidated) The consolidated cumulative period for the second quarter is from April to September for the Company and from January to June for overseas consolidated subsidiaries. 11

  12. Slide 12: 1. Net Sales Trend

    1. Net Sales Trend (Hundred millions of yen) 250 Europe North and Central Americas Asia Japan 227 231 215 213 211 26 203 34 203 200 22 20 23 196 21 182 22 28 26 83 66 62 71 150 64 66 139 62 58 14 49 100 57 46 39 39 36 31 58 53 41 44 32 50 75 82 85 86 64 68 72 61 67 52 0 2Q FY2016 17 18 19 20 21 22 2

  13. Slide 13: 2. Summary of 2Q Consolidated Statement of Income

    2. Summary of 2Q Consolidated Statement of Income (Millions of yen) 2Q FY2024 2Q FY2025 Increase Previous Current Main factors year year or in increase or decrease Composition Composition decrease ratio (%) ratio (%) - Japan: 185 23,176 20,331 - Asia: (504) Net sales (2,845) - North and Central Amer

  14. Slide 14: 3. Summary of 2Q Consolidated Balance Sheet

    3. Summary of 2Q Consolidated Balance Sheet (Millions of yen) FY2024 Component 2Q FY2025 Component Increase Previous ratio Current ratio or year (%) year (%) decrease Current assets 28,808 74.0% 26,892 74.2% (1,916) Non-current assets 10,123 26.0% 9,365 25.8% (758) Total assets 38,932 100.0% 36,257

  15. Slide 15: 4. Sales Breakdown by Reportable Segments

    4. Sales Breakdown by Reportable Segments 2Q FY2024 Europe Previous year 11.6% (Millions of yen) Japan Current Previous year North and 36.7% year Central Americas Increase or 35.9% Asia 2Q FY2024 2Q FY2025 15.8% decrease Japan 8,511 8,696 185 Asia 3,657 3,153 (504) North and 2Q FY2025 Central 8,328

  16. Slide 16: 5. Consolidated Cash Flow Trend

    5. Consolidated Cash Flow Trend (Millions of yen) 4,000 Cash flows from operating activities 3,000 Cash flows from investing activities 2,000 Cash flows from financing activities 1,000 0 (1,000) (2,000) (3,000) (4,000) (5,000) (6,000) 2Q FY2016 17 18 19 20 21 22 23 24 25 Current year 2Q FY2016 17 18

  17. Slide 17: 6. Depreciation Trend / 7. Research and Development Expense Trend

    6. Depreciation Trend (Millions of yen) 800 668 700 700 592 625 600 528 548 560 487 500 430 421 400 300 200 100 0 2Q FY2016 17 18 19 20 21 22 23 24 25 7. Research and Development Expense Trend (Millions of yen) 1,000 800 759 717 656 667 639 600 494 517 464 420 408 400 200 0 2Q FY2016 17 18 19 20 21

  18. Slide 18: 8. Number of Employees

    8. Number of Employees 1 (People) 8,000 6,000 5,396 5,128 4,705 4,835 4,667 4,411 4,336 4,380 4,099 3,958 4,000 2,000 0 2Q FY2016 17 18 19 20 21 22 23 24 25 8. Number of Employees 2 (Regional Breakdown) (People) 8,000 Japan Asia North and Central Americas Europe 6,000 48 48 47 49 49 32 31 28 1,915 2

  19. Slide 19: 9. Foreign Exchange Rate Trend

    9. Foreign Exchange Rate Trend (Yen) Current Rate US$ Stg.£ RMB 350 24 22.06 20.38 19.95 20.20 300 21 16.49 16.66 17.11 18 250 15.46 15.69 15.23 203.60 198.62 182.98 15 200 165.67 145.77 144.48 153.06 12 138.32 136.62 132.52 150 161.14 9 100 136.69 144.99 144.82 112.00 110.54 107.79 107.74 110.55 6

  20. Slide 20: Reference

    Reference HARADA 20

  21. Slide 21: 1. Automobile Manufacturing Trend (Results and Forecasts)

    1. Automobile Manufacturing Trend (Results and Forecasts)  Japan  Asia （Thousands） （Thousands） 11,000 50,000 46,645 42,485 10,000 45,000 9,000 40,000 8,014 8,000 7,441 35,000 7,000 30,000 6,000 25,000 5,000 20,000 2023 2024 2025 2026 2027 2028 2029 2023 2024 2025 2026 2027 2028 2029  North and Ce

  22. Slide 22: 2. Crude Oil, WTI Price Trend / 3. Copper Price Trend

    2. Crude Oil, WTI Price Trend (US$/bbl) 120.00 100.00 80.00 60.00 40.00 20.00 0.00 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 3. Copper Price Trend (US$/mt) 12,000.00 10,000.00 8,000.00 6,000.00 4,000.00 2,000.00 0.00 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 22

  23. Slide 23: Harada - Automotive Antenna Authority

    HARAD Automotive Antenna Authority

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