Financial Results Briefing for the First Six Months Ended September 30, 2025(Updated Version with Representative's Message and Q&A)[2.

HOSIDEN CORPORATION

November 12, 2025

© 2025 Hosiden Corporation 1 Empowering Tomorrow's Connections

▌Overview of Business Results for FY2025

・H1 Results：Increased in Sales and Profit

（Unit : Billions of yen）

Difference

+0.13

（+1.6%）

2025 Q2

8.10

2024 Q2

7.97

Operating profit

146.04 Yen/USD

152.61 Yen/USD

Exchange rate

・Full-Year Forecast：Upward Revision

+20.1

△6.1

△0.7

△1.3

Amusement

Mobile Communications Automotive

Other

Difference

+12.0

（+2.8%）

Announced This Time

440.0

Announced Q1

428.0

Sales

150円/USD

145円/USD

Exchange rate

▌Foreign Exchange Impact on Operating Income for FY2025

（Unit : Billions of yen）

*The decline in the operating margin on an actual basis was due to the product mix.

Chapter１

Part1 FY2025 H1 Results

Part2 FY2025 Full-Year Forecast Part3 Topics

Chapter２

Part1 Message from Kenji Furuhashi, President & CEO

Part2 Q&A

5 Hosiden Corporation 4 Empowering Tomorrow's Connections

Agenda

Chapter１

Part1 FY2025 H1 Results

© 2025 Hosiden Corporation 5 Empowering Tomorrow's Connections

FY2024 H1

（millions） (％）

FY2025

H1

Q1（millions）Q2（millions） （millions） （%）

YonY

(millions) (％)

Net sales

116,173

- 116,340

129,086

245,426

- +129,253

+111.3

Operating profit

7,969

6.9

2,391

5,707

8,098

3.3

+129

+1.6

Ordinary profit

6,340

5.5

1,956

7,632

9,588

3.9

+3,248

+51.2

Net profit

4,426

3.8

1,313

4,795

6,108

2.5

+1,682

+38.0

（Unit：Billions of yen）

YonY ： +129.3（+111.3％）

→Amusement +135.8、Mobile Communications △6.3、

Automotive +0.4、Other △0.6

YonY ： +0.13（+1.6％）

→Although net sales more than doubled, operating income rose only 1.6% year on year due to the sharp yen appreciation.

(FX impact: +1.2 billion yen last year

▲2.6 billion yen this year)

*The FX impact is based on our estimate

YonY ： +3.25（+51.2%）

→Non-operating foreign exchange gain of 0.9 billions of yen.

FY2024 H1

（millions）（％）

FY2025

Q1 Q2 H1

（millions) （millions） (millions） （%）

YonY

(millions) (％)

（Unit：Billions of yen）

YonY ： +135.8（＋221.1％）

→Sales of major customers' new products are performing well.

YonY ： ▲6.3（▲20.9％）

→Influenced by the exceptionally strong sales to major customers in Q1 of the previous fiscal year.

YonY ： +0.4（＋2.8％）

→Due to increased sales of electro-mechanical components.

YonY ： ▲0.6（▲6.5％）

→Although there was an increase in sales for wearables, the decline in medical, healthcare-related, and AV equipment segments had an impact.

300.0

（Unit：Billions of yen）

124.9

131.4

116.2

94.0

H1

H2

H1

H2

FY23

FY24

H1

FY25

44.5

84.1

61.4

80.3

24.5

197.2

23.9

15.2

9.3

13.5

15.5

9.2

7.9

245.4

250.0

200.0

150.0

100.0

50.0

0.0

Chapter１

Part2 FY2025 Full-Year Forecast Part3 Topics

© 2025 Hosiden Corporation 11 Empowering Tomorrow's Connections

（Unit：Billions of yen）

・Please refer to "Full-Year Forecast: Sales by Market" on the following pages.

・In the first half, foreign exchange had a negative impact of approximately 2.6 billion yen on operating income.

・In the second half, with an assumed exchange rate of 150 yen to USD, no foreign exchange impact is expected.

・The increase in tariff burden due to U.S. trade policy is estimated at

approximately 0.8 to 1.0 billion yen for the full year.

・Non-operating foreign exchange gain of 0.9 billions of yen It is not anticipated to occur in the second half.

※Exchange rate and U.S. tariff assumptions are based on figures as of November 7, 2025.

（Unit：Billions of yen）

500.0

450.0

400.0

350.0

300.0

250.0

200.0

150.0

100.0

50.0

277.2

247.6

207.6

15.0

218.9

FY21

FY22

FY23

FY24

FY25

(forecast)

145.5

124.8

186.9

120.8

46.3

41.8

344.1

43.9

28.6

32.3

440.0

0.0

・YonY：145.5→344.1（+136.5％）

（Unit：Billions of yen）

→The strong performance in the first half is expected to continue through Q3, while Q4 is anticipated to enter a production adjustment phase.

*Q4 performance will depend on the outcome of the Christmas shopping season, but the

assumption is based on seasonality.

・YonY：54.2→46.9（▲13.5％）

→Influenced by the exceptionally strong sales to major customers in Q1 of the previous fiscal year.

・YonY：30.6→32.3（+5.5％）

→Due to increased sales of electro-mechanical components.

・YonY：17.2→16.7（▲3.1％）

→A decline is expected mainly in medical, healthcare-related, and AV equipment segments.

（Unit：Millions of yen）

・Major capital investment planned for the second half

→Amusement-related facilities：2.6 billion, Vietnam Plant No. 8：1.5 billion, Mobile communications equipment：0.5 billion, India plant facilities：0.5billiom, Others：1.5 billion.

・No change from the initial forecast.

・Based on actual results, the forecast has been revised to 2.0 billion yen.

Chapter１

© 2025 Hosiden Corporation 18 Empowering Tomorrow's Connections

▌Record Sales for the First Half of the Fiscal Year

（Unit：Billions of yen）

*Consolidated net sales for the interim period surpassed the previous record set in fiscal year 2008.

▌Shareholder Returns (Current Status and Goals)

【Dividend Policy】

Stable Dividend

Unit：yen

・Set a dividend payout ratio of 30%.

FY21 FY22 FY23 FY24 FY25(Plan)

【Share Repurchase Policy】Unit

Active implementation

・targets cumulative share buybacks and cancellations of more than 10 billion yen by FY2025

→Expected to be achieved within this fiscal year＊2

*1 The Fiscal year-end dividend forecast is calculated based on full-year results with a dividend payout ratio of 30%, so the Company is not currently considering any revisions to the Company's earnings forecasts and are maintaining the forecast disclosed at the beginning of the fiscal year.

*2 Please refer to the "Notice Concerning Decision on Matters Relating to Acquisition of Treasury Shares and Cancellation of Treasury Shares" disclosed on November 7.

▌Construction of a new factory in Vietnam

Purposes

• To increase production capacity

  (in the past there were 6 factories in China, now there are 3)

  ＊"China Hosiden" will end its operations at the end of fiscal year 2025.

• Expansion in countries and regions other than China, including tariff measures in the United States

  New Factory

  • Building 8 of Hosiden Vietnam (Bac Ninh Province)

  • Floor area: 24,000㎡(1 floor 6,000㎡x 4 floors, solar panels installed on the roof)

  • Construction to begin in 2024, scheduled to be completed in FY2025

Hosiden Vietnam (Bac Ninh Province)

(The construction site is framed in red)

Image of Building 8

▌India new factory

Purposes

・Expansion of production within India and sales both domestically and internationally.

New Factory

・Initially, production and sales were planned for air-conditioner remote controls and in-vehicle microphones.

・"Office building: three stories; Production building: two stories.

・ Construction to begin in 2025, scheduled to operate in FY2026.

Image

▌Installation of Solar Panels

Hosiden Wakayama Hosiden Kyusyu Hosiden Besson 1st phase

(United Kingdom)

Hosiden Tokyo Engineering & Production Dept.

Hosiden Head Office

Building No.5

Hosiden Vietnam (Bac Ninh Province) (Image of new building)

▌Initiatives for Carbon Neutrality

CO2 reduction targets

• Long-term target: Aim for 42% reduction by the end of FY2030 compared to FY2023 levels.(Scope1,2)

• Long-term target: Aim for 25% reduction by the end of FY2030 compared to FY2023 levels.(Scope3)

  Site	Annual CO2 reduction	CO2 reduction rate	Operation started from
  Hosiden Wakayama	124 tons	25.2%	Oct. 2022
  Hosiden Kyushu	187 tons	17.4%	Feb. 2023
  Hosiden Besson (UK)	15 tons	20.2%	Apr. 2023 (1st phase) Sep. 2023 (2nd phase)
  Hosiden Tokyo Engineering & Production Dept.	35 tons	29.0％	Sep. 2024
  Hosiden Head Office Building 5	100 tons	10.0％	Dec. 2024
  Hosiden Vietnam (Bac Giang)	700 tons	5.9％	FY2025 (Plan)

  • Installed solar panels on the roof of our head office building 3 beginning April 2014

  • Working to switch to LED lighting in offices and production buildings, purchasing electricity using renewable energy, etc.

    • CDP（Carbon Disclosure Project）Score

*CDP is an international NGO founded in the United Kingdom in 2000.

*A criterion used by both institutional and individual investors in selecting investments.

Hosiden's CDP score history

We aim to elevate our position even further.

© 2025 Hosiden Corporation 25 Empowering Tomorrow's Connections

（Unit：Billions of yen）

140.0

120.0

100.0

80.0

60.0

40.0

20.0

102.1

90.3

94.1

95.9

FY22

FY23

FY24

FY25

(Plan)

FY25

(Forecast)

46.0

46.9

54.2

46.3

43.9

28.6

28.8

38.0

32.3

30.6

17.7

19.0

22.0

17.2

116.0

0.0

・As for the progress of the three-year mid-term business plan ending in fiscal year 2025, based on the current sales forecast for fiscal 2025 by applications, we expect to achieve the initial plan for Mobile Communications. However, we anticipate difficulties in meeting the initial targets for automotive equipment and other applications.

・Sales for mobile communications have been strong, particularly for high-end models from our major customer, leading to increased demand.

・In the automotive equipment, sales have not fully recovered across many customers, making it difficult to achieve the initial plan. However, a high-volume deal expected to begin mass production and sales in the second half of fiscal 2025 is projected to bring us closer to the target amount in fiscal 2026, albeit one year behind schedule.

・Sales for other applications, including medical and healthcare-related products, IoE-related products, and wireless modules, are not expected to grow as initially planned, making it difficult to achieve the original targets.

・Although we are working on new business initiatives, none are expected to materialize at this time.

Chapter２

Part1 Message from Kenji Furuhashi,

President & CEO Part2 Q&A

（As presented at the Financial Results Briefing for analysis on November 12, 2025.）

© 2025 Hosiden Corporation 28 Empowering Tomorrow's Connections

▌１.The First Half of 2025 and Future Outlook

1) First-Half Performance Results

・Sales for the amusement segment increased significantly, driven by the strong performance of new products, resulting in sales that was 3.2 times higher than the previous year. This growth led the company's overall sales. Production is carried out mainly at our Vietnam plant, and the increase reflects our efforts to respond to customer demand.

・In the mobile communications segment, smartphones equipped with AI sold very well in the first quarter of the previous fiscal year. In contrast, sales are lower this fiscal year compared with last year. In today's mobile communications market, virtually all devices come with AI, and a wide variety of models-such as foldable and ultra-thin designs-are being released. We expect these developments to help further expand the market.

・In the automotive-related segment, the launch of a new product that had been scheduled to ramp up in the first half has been delayed by about six months, and we expect to see some growth in the second half. In the "other" category, sales of products related to medical and health devices declined. Although some products recorded higher sales, overall revenue decreased by 6.5% year on year.