Ebara Corporation TSE:6361

Ebara : Results Presentation for Three Months Ended March 31, 2026 (Script)

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EBARA CORPORATION

Financial Results Presentation for Three Months Ended March 31, 2026 May 15, 2026

Event Summary

[Company Name]

EBARA CORPORATION

[Company ID]

6361

[Event Language]

Japanese

[Event Name]

Earnings Announcement

[Fiscal Period]

FY2026 1Q

[Date]

May 15, 2026

[Number of Speakers]

3

Tetsuya Fuchida

Executive Officer, CFO

Sungyong Lee

Koki Ochiai

Executive Officer, Division Executive, Management Strategy Control Division, Precision Machinery Company

Division Executive,

Investor Relations and Public Relations Division

Presentation Ochiai: Thank you for taking the time to join EBARA Corporation's financial results presentation for three months ended Marc2H026. It is now time to begin the presentation.

The related materials were released at 3:30 PM today via the Tokyo Stock Exchange platform and on our corporate website. Please refer to those materials during today's session.

I would like to introduce today's speakers. Tetsuya Fuchida, Executive Officer and CFO, who is also responsible for IR.

Fuchida: I am Fuchida. Thank you. Ochiai: Sungyong Lee, Executive Officer of the Precision Machinery Company. Lee: I am Lee. Thank you. Ochiai: Mr. Lee also serves as Division Executive from the Precision Machinery Company's Management Strategy Control Division and will answer questions related to the business strategy of this segment during the Q&A session. I am Ochiai from the Investor Relations and Public Relations Division, and I will be moderating today's briefing.

Let me briefly go over today's agenda. First, Mr. Fuchida will present the financial highlights. After that, we will move on to the Q&A session. Today's briefing is scheduled to conclude at 5:30 PM.

With that, I would now like to turn it over to Mr. Fuchida.







Fuchida: I am Fuchida, Executive Officer in charge of IR. Thank you again for joining us today. Today, I will explain our 1Q results and full-year outlook.

Let me begin with the key points from the 1Q results.

In 1Q, we delivered record 1Q highs in orders, revenue, operating profit, and profit attributable to owners of parent.

Orders grew significantly in the Precision Machinery segment, driven by expanding AI-related demand and earlier-than-usual customer orders. This strong performance led to higher orders overall. Although the Energy segment posted lower revenue and profit, the other segments more than offset the decline, resulting in higher revenue and profit for the Company overall. With geopolitical risks increasing and creating greater uncertainty, especially in Energy, our Japan-based segments, Infrastructure and Environmental Solutions, continued to generate stable profit. We believe this quarter highlighted the complementary strengths of our diversified structure.

Turning to the full-year outlook, we are maintaining our forecasts for company-wide orders, revenue, and operating profit. However, we have revised up profit attributable to owners of parent to reflect the expected gain from the transfer of shares in Swing Corporation, an equity-method associate.

With regard to the situation in the Middle East, we have incorporated the impact that is reasonably estimable at this point into our forecast. For now, we expect the impact on our performance to be limited. That said, the outlook remains uncertain, and we will continue to monitor developments closely.

That concludes the overview of our results.