Notice regarding changes to consolidated performance forecast (128 KB)

Company Name: FinTech Global Incorporated Representative: Nobumitsu Tamai, President and CEO Stock Listing: Tokyo Stock Exchange Standard Market Stock Code: 8789

Inquiries: Takashi Senda, Executive Vice President, Senior Executive Officer

Tel: 03-6456-4600

Tokyo, May 12, 2026-Based on recent performance trends, FinTech Global Incorporated

(hereafter, "FGI" and "the Company") has revised the consolidated performance forecast for

fiscal 2026 announced on November 7, 2025, as described below.

Note: The previous forecast for net income per share has been revised from what appeared in "Results for First Quarter of Fiscal 2026, ending September 30, 2026," which was made available on February 12, 2026.

Private equity investment associated with business succession projects has been progressing smoothly so far in fiscal 2026, with a large-scale project formed in the previous fiscal year reaching the investment recovery stage. In addition, FGI may exit projects formed just since the start of the third quarter before the fiscal year-end, which would push the Company well toward its initial revenue target in private equity investment activities. Meanwhile, fund formation and product sales associated with the arrangement of truck operating leases are moving at a pace that exceeds initial expectations.

As described in "Notice Regarding Changes in Subsidiaries (Transfer of Shares) and Booking of Extraordinary Income and Extraordinary Loss," dated March 26, 2026, Moomin Monogatari, Ltd., no longer falls under the scope of consolidation and its business results are thus excluded from FGI's consolidated results, effective from the third quarter of fiscal 2026. The situation is compounded by pressure on the aviation business, where revenues from technical services associated with aircraft inspections upon the return of leased aircraft continue to decline due to an ongoing shortage of aircraft in the airline industry, prompting airline companies to extend existing leasing contracts, which in turn reduces the need for the aforementioned inspections and erodes revenue potential. In the aircraft operating lease business, project formation and aircraft sales are trending below initial targets. In regard to small-lot real estate products, sales through a special purpose company, which is a consolidated subsidiary and had been included in the initial consolidated performance forecast calculation, have not been factored into the consolidated forecast for fiscal 2026 because the 2026 Tax System Reform Outline caused FGI to suspend plans for creating new products.

Based on the above, revenues are expected to fall below the previously announced forecast.

But there is no change to the forecast for operating income and ordinary profit. The exclusion of subsidiaries from the scope of consolidation and the existence of businesses unlikely to meet revenue targets are deemed to have only a limited impact. Meanwhile, revenues from arrangements in the highly profitable truck operating lease business are expected to exceed the level previously announced.

Income attributable to owners of the parent could rise above the previously announced forecast, due to the net impact of a ¥1,556 million gain on sale of non-current assets under extraordinary income and a ¥263 million loss on sale of shares in subsidiaries and associates and

¥200 million in provision of allowance for doubtful accounts under extraordinary loss, all of which is described in "(Update on disclosed matter) Notice Regarding Changes in Subsidiaries

(Transfer of Shares) and Booking of Extraordinary Income and Extraordinary Loss," dated today,

and a possible decrease in corporate tax paralleling the transfer of shares in Moomin Monogatari.

Note: Forward-looking statements in this press release, including performance forecasts, are based on information currently available to management and certain reasonable assumptions. Actual results may differ considerably from these estimates due to various factors.

END