Nihon Dempa Kogyo Co., Ltd. · TSE:6779

Nihon Dempa Kogyo — Q1 FY2025 Earnings Presentation

17 slides from Nihon Dempa Kogyo's earnings presentation, Aug 8, 2025

1. Slide 1: The First Quarter Results for Fiscal 2025 (Ending March 31, 2026)

   The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) August 8th, 2025 Nihon Dempa Kogyo Co., Ltd. Note: Statements made in this presentation with respect to our current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statem

2. Slide 2: Contents

   Contents １．The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) ２．Supplementary Materials for New Medium-Term Management Plan : FY2025 (Ending March 2026) to FY2027 (Ending March 2028) Copyright © 2025 Nihon Dempa Kogyo All Rights Reserved 2

3. Slide 3: Summary of Financial Results

   1. The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) Summary of Financial Results ◼ Sales of 1Q (Apr.-Jun.) FY2025 increased YoY. ◼ Profit declined YoY due to increased costs resulting from upfront investments for future growth. ◼ Sales and operating income declined, income before in

4. Slide 4: Net Sales by Application (YoY)

   1. The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) Net Sales by Application (YoY) ◼ Net sales declined YoY for mobile communications, increased YoY for special equipment and IoT. Net sales FY2024 FY2025 Factors of increase/decrease (Billion yen) YoY 1Q 1Q Automotive Volume increase

5. Slide 5: Financial Results (Quarterly)

   1. The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) Financial Results (Quarterly) ◼ Net sales in 1Q FY2025 declined QoQ mainly for mobile communications. ◼ Operating income declined QoQ due to a decrease in net sales. Net Sales Operating Income (Billion yen) (Billion yen/%) Operatin

6. Slide 6: Net Sales (by Main Application)

   1. The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) Net Sales (by Main Application) ◼ Net sales declined QoQ in each application. ◼ Order value in Q1 FY2025 increased for mobile communications and industrial equipment, with further growth expected from Q2 onward. Automotive Electron

7. Slide 7: Financial Position

   1. The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) Financial Position ◼ Shareholders’ equity ratio stood at 40.9% as of the end of June 2025. Raised approx. ¥4.0 billion by the Refinanced 25 billion yen public offering carried out in May in interest-bearing debt 2022. The Class A s

8. Slide 8: Contents

   Contents １．The First Quarter Results for Fiscal 2025 (Ending March 31, 2026) ２．Supplementary Materials for New Medium-Term Management Plan : FY2025 (Ending March 2026) to FY2027 (Ending March 2028) Copyright © 2025 Nihon Dempa Kogyo All Rights Reserved 8

9. Slide 9: Special Equipment Market: Meeting Growing Demand for Defense & Space

   2. Supplementary Materials for New Medium-Term Management Plan Special Equipment Market: Meeting Growing Demand for Defense & Space ◼ Defense and space-related demand expected to increase as geopolitical risk preparedness becomes more active. Special Equipment Market Sales Trend (by Application) (Bi

10. Slide 10: Special Equipment Market: Unique in Crystal Devices

    2. Supplementary Materials for New Medium-Term Management Plan Special Equipment Market: Unique in Crystal Devices ◼ NDK is the only company that supplies both special crystal oscillators and frequency synthesizers used as clock sources for defense communication equipment. ◼ Nearly 100% of special c

11. Slide 11: Special Equipment Market: Strengthening Sales as Tier 2 Supplier

    2. Supplementary Materials for New Medium-Term Management Plan Special Equipment Market: Strengthening Sales as Tier 2 Supplier ◼ Strengthening sales of high value-added communication equipment in the defense and space sectors ⇒responding by the establishment of two new development bases in Japan. S

12. Slide 12: Optical Products: Sales Aligned with Shifting Needs

    2. Supplementary Materials for New Medium-Term Management Plan Optical Products: Sales Aligned with Shifting Needs ◼ For digital cameras ⇒ professional cameras ⇒ semiconductor manufacturing equipment — Selling optical products in response to evolving market needs. Optical Products* Sales Trend Profe

13. Slide 13: Optical Products: Growing Demand in Film and Television Production

    2. Supplementary Materials for New Medium-Term Management Plan Optical Products: Growing Demand in Film and Television Production ◼ Filming against large display backgrounds can cause image distortions known as moiré ⇒As a solution, there is growing demand for replacing conventional blue glass with

14. Slide 14: Optical Products: Generate Demand in Semiconductor Equipment

    2. Supplementary Materials for New Medium-Term Management Plan Optical Products: Generate Demand in Semiconductor Equipment ◼ Higher power and shorter wavelengths in semiconductor manufacturing are accelerating quartz glass degradation ⇒Laser-resistant optical products from NDK are gaining attention

15. Slide 15: Optical Products: Competitive Edge Driven by High-purity Synthetic Quartz

    2. Supplementary Materials for New Medium-Term Management Plan Optical Products: Competitive Edge Driven by High-purity Synthetic Quartz ◼ The source of competitiveness in laser-resistant optical products for semiconductor manufacturing ⇒ NDK's high purity synthetic quartz crystal with the impurity

16. Slide 16: Optical Products: Highly Radiation-resistant High-purity Quartz

    2. Supplementary Materials for New Medium-Term Management Plan Optical Products: Highly Radiation-resistant High-purity Quartz ◼ NDK’s high-purity synthetic quartz demonstrates exceptional durability even in high - radiation environments ⇒ As laser output in semiconductor manufacturing continues to

17. Slide 17: Nihon Dempa Kogyo Co., Ltd.

    August 8th, 2025 Nihon Dempa Kogyo Co., Ltd Copyright © 2025 Nihon Dempa Kogyo All Rights Reserved 17

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