Financial Results Presentation for First-Half FY2025

‌Financial Results Presentation for First-Half FY2025

FY2025 First-Half Financial Summary

and FY2025 Full-Year Forecast

Nov 27, 2025

Securities Code: 6507

‌table of contents

➊ Company overview

❷ Summary of Financial Results for First-Half FY2025

❸ FY2025 Full-year Forecast

➍ Progress of the Med-Term Management Plan

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3

‌Company overview (as of the end of September 2025)

Founded May 1917 (Taisho 6)

Established August 1949 (Showa 24)

Headquarters Shiba Tower, 1-1-30 Shibadaimon, Minato-ku, Tokyo Capital 10.1Billiion Yen

Employees Consolidated: 3,826

Business Contents Development, manufacture and sales of semiconductor transportation, aviation, and control equipment

Business structure 3 domestic manufacturing bases, 12 subsidiaries Tokyo Stock Exchange Prime Market (Securities Code: 6507)

4

‌Company overview / History

1878~

Toba Shipyard

1917~

Suzuki Shoten

/Kobe Steel

1949~

Shinsho Electric

2009~

Sinfonia technology

1878 Toba Shipyard was founded. Origin of our company.

1917 Organized an electrical section at the Toba Shipyard. Founding of our company

1920 Started manufacturing pot motors at the request of Imperial Artificial Silk Thread (now Teijin) The aircraft was made with a windmill-type DC electric machine. Participated in the aircraft electrical equipment business.

1921 Kobe Steel becomes Toba Electric Works.

1949 Kobe Steel was divided into three parts and Shinsho Electric Co., Ltd. was established. 1952 Listed on the First Section of the Tokyo Stock Exchange.

1981 Developed a DC dynamometer. Entered the automotive test equipment business.

1986 Developed an electric motor for the hydraulic pump of the H-I rocket. Entering the space field. 1989 Delivered a vertical heat treatment furnace for semiconductor manufacturing. Entered the

semiconductor manufacturing equipment business.

1998 Delivered 300mm FOUP-compatible LPs to a major semiconductor manufacturing equipment manufacturer.

2009 Changed the company name to Sinfonia Technology Co., Ltd. 2009 Developed 300mm FOUP compatible N2 purge load port.

2017 Celebrating 100 years since founding.

Products at the time of founding

Marine generator generator

Pot Motors

Aircraft Electrical Components

Storage battery transporter

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‌Business Segment Overview

Percentage of sales: 21%

Clean Transport Systems

Related Markets: Semiconductors

Percentage of sales: 36%

Expanding Businesses

Motion Equipment

Related Markets: FA/Robotics,

Aviation/Aerospace

Expanding Businesses

FY2024

sales

Power Electronics Equipment

Related Markets: Infrastructure, Energy

Percentage of sales: 21%

Engineering & Services

Installation work, after-sales service

Businesses to improve customer satisfaction

Percentage of sales: 22%

Stabilize business

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‌Company overview / Core technologies

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‌FY2025 First-Half Financial Highlights

• Record-High Performance

(Unit: 100 million yen)

Net Profit(※)

/margin

43

46

30

6％

8％

8％

23

5%

22Q2 23Q2 24Q2 25Q2

Operating

profit/margin

61

57

37

11%

11

%

29

8%

6%

22Q2 23Q2 24Q2 25Q2

Orders

Received

770

686

723

536

22Q2 23Q2 24Q2 25Q2

(*)Net Profit attributable to owners of parent

9

FY2024 First-Half Consolidated Financial Results

: Year-on-Year

‌(Unit: 100 million yen)

(*)Net Profit attributable to owners of parent

10

Summary of Performance by Segment

: Year-on-Year

11

12

‌Consolidated full-year forecast for FY2025

(U

Expected exchange rate 1 dollar = 135 yen

(*)Net Profit attributable to owners of parent

13

‌Segment Forecasts (Clean Transportation Systems)

【Business Environment】

• Developments for High Bandwidth Memory and mid/back-end processes are steady, but did not achieve a full-scale market recovery.

  【Forecast】

• Revised downward due to major customers lowering their Forecast.

  【Strategy / Actions】

• Focus on expanding sales of system products, including EFEM and vacuum platforms.

• Preparing to manufacture products at our China plant to strengthen market share among Chinese semiconductor equipment makers.

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Segment Forecasts (Motion Equipment)

【Business Environment】

• Demand for our products has increased under the "Japanese Defense Capability

  Enhancement Plan," and the scope of our responsibilities has expanded.

• Steady actuator demand for semiconductor manufacturing equipment in F/A sub segment.

  【Forecast】

• Aerospace sub segment progress strong-raise orders, re, and operating profit.

  【Strategy / Actions】

• Expand production capacity and develop to broaden business scope of Aerospace.

• Lateral spread of actuator for semiconductor manufacturing equipment to the other customers and development for back-end automation equipment.

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  ‌(Unit: 100 million yen)	FY24 Results	FY25 Forecast	Revisions to Forecast （2025/5/13）	Year-on-year
  				Increase/ decrease	Percentage change
  Orders Received	268.8	300	▲35（335）	31.2	11.6％
  Net Sales	262.7	250	▲20（270）	▲12.7	▲4.8%
  Operating profit	34.0	28	▲2（30）	▲6	▲17.6％
  Operating profit margin	12.9%	11.1%	ー（11.1％）	ー	▲1.8%

  Segment Forecasts (Power Electronics Equipment)

  
  
  

  【Business Environment】

  • Decarbonization/energy-saving demand steady,

    but automotive test equipment orders deferred due to tariff impacts.

    【Forecast】

    • Conservative adjustments due to impacts on automakers and delays in public facility bids.

      【Strategy / Actions】

    • Promote submerged motors for LNG pumps into ammonia/hydrogen.

    • Strengthen group collaboration for sewage electrical equipment and Optimal Allocation of Engineers.

      16

      
      
      

      ‌Segment Forecasts (Engineering & Services)

      
      
      

      (Unit: 100 million yen)	FY24 Results	FY25 Forecast	Revisions to Forecast （2025/5/13）	Year-on-year
      				Increase/ decrease	Percentage change
      Orders Received	241.3	320	85（235）	78.7	32.6%
      Net Sales	244.0	250	5（245）	6	2.5％
      Operating profit	34.1	35	5（30）	0.9	2.6%
      Operating profit margin	14.0%	14.0％	ー（12.2％）	ー	ー

      【Business Environment】

    • Shortage of certified technicians in semiconductor device plants and public /private facilities is a tailwind for us because we are hiring some certified technicians.

      【Forecast】

    • Raise orders significantly, modest increases to sales and OP due to strong orders.

      【Strategy / Actions】

    • Group collaboration for public /private projects and after-service.

    • Further increase and optimal deployment of certified technicians.

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‌What is the Aerospace Business?

Asahi Shimbun's domestic aircraft 'Kamikaze-go'

©JAXA

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‌Positioning of the Aerospace Business

Motion Equipment segment

＜ subsegments＞

FA systems

Aircraft :

©JAXA

Clutch & Brake : Industrial electromagnetic brakes and clutches

Generators, Power Supplies, Distribution Panels, and

Actuators-comprehensive electrical systems for aircraft

Rocket : Actuators and Controllers

Sales

trends

650

Motion Systems : DD motors for semiconductor manufacturing equipment / Actuators for machine tools and precision machinery used in special environments

• Aerospace ■ FA

500

(Plan)

• Aerospace subsegment share in Motion Equipment Segment was Approx.30% before 2023.

  (Unit: 100 million yen)

  370

  433

  (Forecast)

  ※ In 2023 ： the defense budget was significantly increased underthe Defense Capability Enhancement Plan.

49％

FY FY FY FY 2023 2024 2025 2027

Aerospace share in Motion Equipment segment

expanding to 50%

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‌Aerospace Products

Aircraft ― Defense and Civil Aviation Sectors-

• Aircraft: Power management systems

  Space

  ―Rocket、artificial satellite and Space Exploration-

  (generation, distribution, conversion),

  rescue hoists/winches .

  Ground support equipment (CVCF converters, lift trucks, GPU). MRO (maintenance, repair, overhaul).

  High power density motors and controllers

  Power management systems

  • Rocket electrical equipment： Rocket flight control equipment

    thrust vector control devices, Electrical equipment for space stations

    Experimental devices for lunar utilization, etc.

    Servo actuators for rocket attitude control

    ©JAXA

    ISS equipment

    Power systems

    Lunar utilization experimental devices.

    MRO (maintenance, repair, overhaul).

    Rescue hoists/winches

    The images are for illustrative purposes only

    Control devices for biological experiments

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    ©JAXA/NASA

    The images are for illustrative purposes only

    
    
    
    
    
    

    ‌Strengths and Business Environment of Aerospace

    
    
    

    • ​Strengths

    Pocesses know-how for aerospace applications

    ・Know-how for high-altitude/space environments

    ・Testing/verification know-how

    ・High-precision production

    over 100 years of track record.

    
    
    
    
    
    

    Expanding Business

of power supply systems for defense aircraft

• Business

Environment

・Reinforced national defense industry.

・Strengthening domestic defense Power.

• A business with stable and predictable future prospects

  
  
  

  22

  
  
  

  ‌Aerospace Business Environment (Long-term Outlook)

  
  
  

  Defense Space

  • Domestic space industry market size

All needs power systems/actuators.

: approx. ¥4T (as of March 2024)

※Government goal: Double to approx. ¥8T by early 2030s

JAXA launches

＊The number of rocket launches is increasing.

Space business activities expand to satellites and space stations.

Civil aviation

• Promoting electrification for energy saving/decarbonization through public-private collaboration.

  
  
  

  Developing high power density motors and controllers

  for electric aircraft.

  23

  
  
  

  ‌Strengthening Production Capacity in Aerospace Business

  
  
  

  ■ Production capacity expansion

  
  
  

  • Orders Received

    (Unit: 100 million yen)

    400

    Production capacity expansion: 20 billion yen → 40 billion yen

    Aerospace Factory

    200

    Scheduled to start operation in January 2027

    0

    FY 2022

    FY 2023

    FY 2024

    FY 2025

    ▲

    FY 2026

    ▲

    FY 2027

    FY 2028

    FY 2029

    FY 2030

    New factory under construction

• Introduction

  of large-scale equipment

• Recruitment and training

（Forecast）▲

▲

（Plan）―――――――――-

of technical/skilled personnel

Further capacity expansion under consideration.

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‌Overall Progress of the Mid-Term Management Plan

■ Mid-Term Management Plan 「SINFONIA NEXT DREAM」(FY2026-FY2028)Measures

Sales

(Unit: 100 million yen)

FY24

Results

FY25

Forecast

Increase

Consolidated sales 1,192 1,600 +408

Achieve 80% growth

in two key expansion Segments

(Unit: 100 million yen)

emi

S

Focus expansion areas

540

850

+310

Key Measures Progress Assumptions for 2027

conductors

Aerospace

• Expansion due to defense capability

• Production capacity expansion

• Domain expansion (drones, satellites, etc.)

• Orders already secured

• Investment started to double production capacity

• Participating in drone programs

• High Visibility

• Strong foundation for achieving medium- and long-term plans

  Steady Progress

  Semiconductors

  • Expansion of market share and product domains

  • Expansion of system products

  • Expansion of mid/back-end processes equipment

  • Expansion of China market share

• Development proposals for domain expansion

• Negotiating with major customers

• Prototyping for 310 in full swing

• Increasing orders, starting negotiation for local manufacturing

  25

• Although there are fluctuations in semiconductor demand, expansion programs are progressing smoothly

• Market Expansion will steadily continue in the long term

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‌