Release of business results for the March 2026 term

May 11, 2026

Company name: NIPPON THOMPSON CO., LTD.

Listing: Tokyo Stock Exchange Securities code: 6480

URL: https://www.ikont.co.jp/eg/ Representative: Mikihito Hosono, President & CEO

Inquiries: Takanori Kojima, General Manager of Accounting Department Telephone: +81-3-3448-5824

Scheduled date of annual general meeting of shareholders: June 26, 2026 Scheduled date to commence dividend payments: June 29, 2026 Scheduled date to file annual securities report: June 22, 2026 Preparation of supplementary material on financial results: Yes

Holding of financial results briefing: Yes (for securities analysts and institutional investors)

(Yen amounts are rounded down to millions, unless otherwise noted.)

1. Consolidated financial results for the fiscal year ended March 31, 2026 (from April 1, 2025 to March 31, 2026)
   1. Consolidated operating results (Percentages indicate year-on-year changes.)

      	Net sales		Operating profit		Ordinary profit		Profit attributable to owners of parent
      Fiscal year ended March 31, 2026 March 31, 2025	Millions of yen 63,031 54,384	% 15.9 (1.2)	Millions of yen 4,102 1,173	% 249.6 (64.7)	Millions of yen 5,162 1,422	% 262.9 (69.6)	Millions of yen 4,069 559	% 626.8 (81.6)

      Note: Comprehensive income	For the fiscal year ended March 31, 2026:	¥8,518 million	[―%]
      	For the fiscal year ended March 31, 2025:	¥296 million	[(96.2)%]

      	Basic earnings per share	Diluted earnings per share	Return on equity	Ratio of ordinary profit to total assets	Ratio of operating profit to net sales
      Fiscal year ended	Yen	Yen	%	%	%
      March 31, 2026	58.51	58.39	5.1	4.2	6.5
      March 31, 2025	8.11	8.09	0.7	1.2	2.2

      Reference: Share of profit (loss) of entities accounted for using equity method For the fiscal year ended March 31, 2026: ¥- million

      For the fiscal year ended March 31, 2025: ¥- million

      Note: The Company changed its accounting policy beginning with the fiscal year ended March 31, 2026. The figures for the fiscal year ended March 31, 2025 are stated after adjustment is applied retroactively for the change.

   2. Consolidated financial position

      	Total assets	Net assets	Equity-to-asset ratio	Net assets per share
      As of	Millions of yen 125,459 121,106	Millions of yen 83,184 76,072	%	Yen
      March 31, 2026			66.2	1,191.00
      March 31, 2025			62.7	1,099.01

      Reference: Equity

      As of March 31, 2026: ¥83,111 million

      As of March 31, 2025: ¥75,972 million

      Note: The Company changed its accounting policy beginning with the fiscal year ended March 31, 2026. The figures for the fiscal year ended March 31, 2025 are stated after adjustment is applied retroactively for the change.

   3. Consolidated cash flows

   	Cash flows from operating activities	Cash flows from investing activities	Cash flows from financing activities	Cash and cash equivalents at end of period
   Fiscal year ended March 31, 2026 March 31, 2025	Millions of yen 9,479 6,449	Millions of yen (3,725) (3,435)	Millions of yen (6,197) 912	Millions of yen 22,968 22,678

2. Cash dividends

   	Annual dividends per share					Total cash dividends (Total)	Payout ratio (Consolidated)	Ratio of dividends to net assets (Consolidated)
   	First quarter-end	Second quarter-end	Third quarter-end	Fiscal year-end	Total
   	Yen - -	Yen	Yen - -	Yen	Yen	Millions of yen 1,338 2,090	%	%
   Fiscal year ended March 31, 2025		9.50		9.50	19.00		234.3	1.7
   Fiscal year ended March 31, 2026		14.00		15.50	29.50		50.4	2.6
   Fiscal year ending March 31, 2027 (Forecast)	-	16.00	-	16.00	32.00		32.4

3. Consolidated financial result forecasts for the fiscal year ending March 31, 2027 (from April 1, 2026 to March 31, 2027)

(Percentages indicate year-on-year changes.)

1. Significant changes in the scope of consolidation during the period: None

2. Changes in accounting policies, changes in accounting estimates, and restatement

   1. Changes in accounting policies due to revisions to accounting standards and other regulations: None

   2. Changes in accounting policies due to other reasons: Yes

   3. Changes in accounting estimates: None

   4. Restatement: None

      Note: For further details, please refer to "3. Consolidated Financial Statements and Principal Notes (5) Notes to Consolidated Financial Statements (Changes in Accounting Policies)" on page 12.

3. Number of issued shares (common shares)

   1. Total number of issued shares at the end of the period (including treasury shares)

      As of March 31, 2026	73,501,425 shares
      As of March 31, 2025	73,501,425 shares

   2. Number of treasury shares at the end of the period

      As of March 31, 2026	3,718,760 shares
      As of March 31, 2025	4,372,794 shares

   3. Average number of shares outstanding during the period

Note: The number of treasury shares at the end of the period includes Nippon Thompson shares held by the share-issuing trust account for executives and by the employee stock ownership plan (ESOP) trust account (1,460,100 shares as of March 31, 2026 and 1,292,900 shares as of March 31, 2025). In the calculation of the average number of shares outstanding during the period, Nippon Thompson shares held by the share-issuing trust account for executives and the ESOP trust account are included in excluded treasury stock (1,173,750 shares as of March 31, 2026 and 1,399,158 shares as of March 31, 2025).

1. Non-consolidated operating results (Percentages indicate year-on-year changes.)

   	Net sales		Operating profit		Ordinary profit		Profit
   Fiscal year ended March 31, 2026 March 31, 2025	Millions of yen 49,461 42,593	% 16.1 (2.9)	Millions of yen 1,783 (625)	% - -	Millions of yen 4,595 101	% - (96.8)	Millions of yen 3,743 (820)	% - -

   	Basic earnings per share	Diluted earnings per share
   Fiscal year ended	Yen	Yen
   March 31, 2026	53.83	53.71
   March 31, 2025	(11.89)	-

2. Non-consolidated financial position

Reference: Equity

As of March 31, 2026: ¥60,702 million

As of March 31, 2025: ¥56,164 million

• Financial results reports are exempt from audit conducted by certified public accountants or an audit firm.

• Proper use of earnings forecasts and other special matters

Performance forecasts presented herein are based on information available to the Nippon Thompson Group (the "Group") as of the date of this document, May 11, 2026. Accordingly, for a wide variety of reasons, there remains the possibility that actual performance results may differ from projections. For performance forecasts, please refer to "1. Qualitative Information on Financial Results (4) Outlook" on page 3.

1. Qualitative Information on Financial Results

(1) Explanation of Operating Results

During the fiscal year ended March 31, 2026, the global economy stayed on a moderate recovery path, supported by economic policy measures implemented by various countries as well as solid capital investment demand, despite continuing uncertainties due to the impact of U.S. trade policy, escalating tensions in the Middle East, and other factors.

Against this backdrop, the Group entered the second year of its "IKO Medium-term Business Plan 2026 Connect for Growth -The Future of Innovation, Connected by IKO-," which sets out the basic policies of focusing on enhancement in areas of strength and rebuilding our global business structure, and promoted various measures that leverage the Company's strengths. In August 2025, R&D Center China was established within our sales subsidiary, IKO-THOMPSON (SHANGHAI) LTD, with the aim of further reinforcing our technical development and our ability to rapidly respond to customers in the Chinese market. In addition, to materialize our global strategy aimed at achieving long-term growth, we reorganized our corporate structure to adopt a divisional system in October 2025, aiming to expedite decision-making, enhance the specialization of key functions, and create new revenue opportunities.

From a sales perspective, we participated in trade exhibitions in Japan and overseas, and actively held seminars and mini-exhibitions at customer offices to deepen business relationships with existing customers and cultivate new markets and customers.

In terms of product development, we enhanced our lineup of high-value-added products that meet customer needs by launching 11 new products, including the Anti-Creep Cage Crossed Roller Way V CRWG…V, which combines higher load capacity and longer stroke, the Lightweight Crossed Roller Bearings LCRB, which has a weight reduction of over 60% compared to conventional products, and the Nano Linear NT 100V, a low-profile, high-thrust Linear Motor Table equipped with a newly designed engine.

From a production standpoint, we worked to improve production efficiency by promoting the improvement and optimization of the production function of our bases in Japan and overseas, as well as the automation of processes, with the aim of building a responsive global production system.

Turning to the Group's operational results, net sales increased in Japan as demand rose for electronics-related devices such as semiconductor manufacturing equipment and practical equipment, as well as for machine tools. In North America, net sales increased as demand rose for general industrial machinery, including robots and various medical equipment. In Europe, net sales increased thanks to a recovery in demand for commercial application products and weak yen benefits. In China, net sales increased owing to higher semiconductor-related demand and large-scale capital investment projects. Other regions, comprising mainly Singapore and Taiwan, also saw increases in net sales.

As a result, consolidated net sales for the fiscal year ended March 31, 2026 totaled ¥63,031 million, up 15.9% year on year. On the earnings front, due to some factors such as the effects of the increase in net sales and increase in production volume, operating profit was ¥4,102 million, up 249.6% year on year, ordinary profit was

¥5,162 million, up 262.9% year on year, and profit attributable to owners of parent was ¥4,069 million, up 626.8% year on year.

In the fiscal year ended March 31, 2026, net production of Needle Roller Bearings and Linear Motion Rolling Guides was ¥52,369 million based on average sales price, up 13.5% year on year. And, net orders of Needle Roller Bearings, Liner Motion Rolling Guides and Machine Components were up 29.8% year on year to

¥72,503 million.

Because the Group manufactures and sells Needle Roller Bearings, Linear Motion Rolling Guides and Machine Components on an integrated basis, disclosure of segment information has been omitted. Sales of Needle Roller Bearings and Linear Motion Rolling Guides totaled ¥56,533 million, up 17.9% year on year. Sales of Machine Components were ¥6,497 million, up 1.2% year on year.

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