Financial Results Presentation (November 13, 2025)

Financial Re3ulW3内or Whe Fir3W Hal内 Ended SepWember 30, 2025

November 13, 2025

Note: This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.

Content

• Consolidated Financial Results for the First Half Ended September 30, 2025

• Status of Each Business

• Consolidated Financial Result Forecast for the year ending March 31, 2026 (Revised)

1

Consolidated Financial Results for the First Half Ended September 30, 2025

Factors behind changes in Operating profit (¥m)

(Year on year comparison)

Lower unit sales volume ▲365

Difference in sales composition ▲1,232

Effects of foreign exchange ▲283

rate fluctuations

Decrease in gross profit ▲1,880

Increase in R&D expenses ▲15

Increase in other expenses ▲665

Effects of foreign exchange

rate fluctuations ▲198

Increase in SG&A ▲878

Decrease in Operating profit ▲2,579

2 ¥m: millions of yen FY2026: from Apr. 1, 2025 to Mar. 31, 2026

Consolidated Financial Results for the First Half Ended September 30, 2025 : Sales by Business Group

Y/Y change

Reagents: Amid the ongoing global downturn in the life sciences research market, sales declined due to factors including reduced U.S. government research funding and the economic slowdown in China.

Instruments: Sales of PCR related instruments (Japan) and single cell analysis systems (U.S.) decreased.

Regenerative medicine products: Sales increased driven by vector manufacturing contracts and quality testing contracts.

Gene analysis/ testing: Sales declined due to weak demand from large-scale projects and a significant drop in genome analysis service orders

Gene Therapy: AM Products (mRNA Vaccine-Related) grew, but overall sales declined due to lower sales of RetroNectin➃.

3 *AM: Ancillary Materials

(¥m)

FY2026

First Half

Y/Y

Comparison with May 13 forecast

Net sales

18,794

▲963

▲4.9%

▲2,505

▲11.8%

Gross profit

10,564

▲1,880

▲15.1%

▲1,820

▲14.7%

SG&A

expense

12,907

+878

+7.3%

▲927

▲6.7%

Operating profit

▲2,342

▲2,759

-

▲892

-

R&D

expenses

3,497

+15

+0.4%

▲59

▲1.7%

(¥m)

Net sales

Y/Y

Comparison with May 13 forecast

Reagents

14,272

▲1,133

▲7.4%

▲1,746

▲10.9%

Instruments

402

▲23

▲5.6%

▲292

▲42.1%

CDMO

2,546

+271

+12.0%

▲477

▲15.8%

Regenerative medicine

1,622

+658

+68.3%

+6

+0.4%

Gene analysis

/ testing & others

923

▲386

▲29.5%

▲483

▲34.4%

Gene Therapy

1,573

▲78

▲4.7%

+10

+0.7%

Consolidated Financial Results for the First Half Ended September 30, 2025: Sales of Reagents by Region

4

Content

• Consolidated Financial Results for the First Half Ended September 30, 2025

• Status of Each Business

• Consolidated Financial Result Forecast for the year ending March 31, 2026 (Revised)

5

(¥m)

FY2026

First Half

Comparison with May 13 forecast

Comparison with initial forecast† (local currency basis)

Change

For exchange

Ratio (Exchange excluded)

Japan

2,771

+73

-

+2.7%

U.S.

6,844

+63

▲182

+3.6%

Europe

1,756

+110

▲23

+8.1%

China

1,927

▲1,386

▲58

▲40.1%

Korea

572

▲22

▲46

+4.1%

India

398

+27

▲25

+14.3%

Total

14,272

▲1,133

▲335

▲5.2%

REAGENT BUSINESS

6

Reagents Business (U.S.)

(USD M) Sales in the U.S. Issues & Measures

120 112 • Costs related to the acquired Curio Bioscience Inc.: To be absorbed through expanded sales of Spatial-

related products and synergies with existing NGS

90 90 (Next Generation Sequencing) products.

90 85 • Minimizing the impact of government R&D budget

cuts: Further shift toward B2B to mitigate the effect.

62 • Government additional tariff policy: Avoided by

expanding manufacturing in Japan.

46 40 44

60 Full-Year Status

• The impact of government budget cuts is expected to remain significant, potentially slowing the expansion of spatial product sales.

  30 • Since October, government budgets have yet to

  44 45 51 46 pass through parliament, and if this situation

  continues, the resulting shutdown of government

  agencies could severely affect sales.

• Although some decline in venture activity is

0anticipated, B2B business is expected to remain

FY2024 FY2025 FY2026 FY2026 solid.

Actual Actual May 13 Forecast • The impact of tariffs is projected to be kept to a

Forecast (Revised) minimum.

7 First Half Second Half

Regarding the Acquisition of Curio Bioscience

• In the fiscal year ending March 31, 2026,

  Trends in the Number of Academic Papers approximately ¥2 billion increase in expenses

  expected due to the acquisition

• Spatial analysis is expected to continue as a key trend within NGS, following transcriptomics and single-cell analysis. It is a field with strong growth potential, The technology acquired through the acquisition of Curio Biosciences Inc. is capable of supporting multi-platform and multi-omics applications.

• Although the Company had anticipated expanding sales of new spatial products through its group’s global distribution network, primarily in the U.S., however, the downturn in the research market—driven by reductions in U.S. research grants—has been more severe than expected. As a result, sales of spatial products are anticipated to fall short, with an estimated achievement rate of 30% against the group’s sales target of ¥2 billion.

8

Minimizing the Impact of Mutual Tariffs :

Establishing a Multipolar Global Manufacturing System and Minimizing the impact

Europe (Goteborg) U.S. (San Jose)

• Manufacturing a portion of products ⚫ Shift manufacturing of products for

  for the U.S. market Chinese market to Japan

• Expanding the manufacturing of ⚫ Expanding the manufacturing of

  OEM/Customized products used in OEM/Customized products for the U.S. Europe

  China (Dalian) Japan (Kusatsu)

• Reduce production of export-bound b ⚫ Expanding the manufacturing of raw

  products and shift to manufacturing raw materials and products for the U.S. and

  materials Japan.

• Expanding the product development and ⚫ Manufacturing products for Chinese

manufacturing for domestic market market previously manufactured in the

U.S.

Significantly expanded manufacturing in Japan and completed the transition. Limited the financial impact to approximately 300 million yen for this fiscal year.

From next fiscal year onward, the Company aims to leverage the established framework to respond flexibly and minimize impact.

9

Reagents Business (China)

(Yuan M) Sales in China Issues & Measures

400

345 • In addition to the shrinking basic research market, Intensifying competition with Chinese companies:

320 314 Securing market share through restructuring the

distributor network and China-specific product

development.

• Developing B2B customers: Expanding NGS and

  188 Spatial product sales to CROs.

  184 197 200

  200 Full-Year Status

  106 • Competitors have been offering significant discounts, and the Company is struggling under

  the deflationary environment.

  136 157 117 • Further disadvantage is anticipated due to

  94 delayed response times for custom solutions.

• Although the focus remains on OEM/Customized

FY2024 FY2025 FY2026 FY2026 products leveraging technologically superior

0

Actual Actual May 13 Forecast products, long negotiation cycles are likely to

Forecast (Revised) result in limited contribution.

10 First Half Second Half

Title

Multicenter Study of TBI-1301 (INN: mipetresgene autoleucel; Mip-cel) for NY-ESO-1 Antigen-Positive Synovial Sarcoma NY-ESO-1

Phase

Phase III

Indication

Unresectable advanced or recurrent synovial sarcoma

Design

Non-controlled, multicenter

Enrollment

5patients

Gene Therapy Business: Promote the development of TBI-1301, NY-ESO-1•siTCR® gene therapy product

• March 27, 2018 : Designated as a product subject to the MHLW's SAKIGAKE Designation System

• June 17, 2020: Designated as Orphan Regenerative Medicine Products for Synovial Sarcoma

• May 13, 2025: (Initially aimed for conditional approval) Plan changed to conduct confirmatory trials and aim for full approval

• September 16, 2025: Completion of Clinical Trial Notification Process in Japan for Confirmatory Study of NY-ESO-1·siTCR Gene Therapy

Overview of Verification Trial

Clinical Trial Information:

Japanese jRCT No.:jRCT2073250089 English ClinicalTrials.gov No:NCT07174427

19

Content

• Consolidated Financial Results for the First Half Ended September 30, 2025

• Status of Each Business

• Consolidated Financial Forecast for the year ending March 31, 2026 (Revised)

20

Consolidated Financial Forecast for the year ending March 31, 2026 (Revised)

Y/Y change

Reagents: Japan, U.S., Europe, South Korea, and India are expected to show y/y growth, while China is projected to see a significant decline due to the impact of last year’s distributor network restructuring, the economic downturn, and intensifying competition with local companies.

Instruments: Sales declined y/y due to a decrease in

single-cell analysis system sales and other factors.

Contract Manufacturing for Regenerative Medicine Products: Despite a projected decrease in vector manufacturing contracts, overall sales is expected to grow, driven by increased demand for cell processing and quality testing services.

Contract Services for Genetic Analysis and Testing: Sales are expected to decline due to sluggish movement of large-scale budgets and a decrease in orders for genome analysis services.

Gene Therapy:Sales of AM products are expected to grow, but overall sales are projected to decline due to anticipated reduced demand for RetroNectin➓.

21

(¥m

FY2026

Forecast (Revised)

Y/Y

Comparison with May 13 forecast

Net sales

42,100

▲2,939

▲6.5%

▲10,400

▲19.8%

Reagents

29,731

▲2,263

▲7.1%

▲7,371

▲19.9%

Instruments

1,081

▲90

▲7.7%

▲686

▲38.8%

CDMO

8,245

+132

+1.6%

▲1,958

▲19.2%

Gene Therapy

3,040

▲717

▲19.1%

▲383

▲11.2%

Consolidated Financial Forecast for the year ending March 31, 2026 (Revised)

SG&A expenses:

Expenses related to the acquisition of Curio Bioscience Inc. and goodwill amortization are within expectations. By reviewing personnel structure, prioritizing and focusing R&D, and striving to reduce administrative costs, the projected amount is ¥25,891 million.

Operating profit:

Expenses Estimated at ▲¥4,000 million.

Ordinary profit:

The initial forecast anticipates a ¥4,400 million decrease by recognizing as non-operating expenses the ¥440 million change in the time value of contingent consideration related to the acquisition of Curio Bioscience Inc., which was previously included in SG&A expenses.

Net income attributable to owners of parent:

Recording an impairment loss of ¥3,870 million on contract manufacturing equipment and partially writing down deferred tax assets resulted in an estimated ¥9,000 million loss.

22

Analysis of Factors Affecting Operating Profit (Year-on-Year Comparison)

(¥1OOM)

:Spatial products

23 +4

▲24 +1

▲15 ▲0 ▲4

+2 ▲4O

▲15 ▲O ▲2

▲9

Previous U.S. EU China Korea, Consolidation Selling Revised

operating India adjustment Goodwill expenses forecast of

profit (Curio current

Boiscience Overseas Reagents, CDMO Others operating Inc.) export Instruments profit

Non-consolidated gross profit

23

(¥m)

FY2026

Full-Year

forecast (Revised)

Y/Y

Comparison with May 13 forecast

Ne t s a l es

42,100

▲2,939

▲6.5%

▲10,400

▲19.8%

Cost of

20,208

+1,236

+2,266

sales

+6.5%

▲10.1%

Gross

21,891

▲4,175

▲8,133

profit

▲16%

▲27.1%

SG&A

25,891

+2,087

▲1,633

expenses

+8.8%

▲5.9%

Operating

▲4,000

▲6,263

▲6,500

profit

-

-

Ordinary

▲4,400

▲6,992

▲6,900

profit

-

-

Net income attributable to

▲9,000

▲10,041

▲10,300

owners of

parent

-

-

Consolidated Financial Forecast for the year ending March 31, 2026 (Revised)

(¥m)

FY2026

Forecast (Revised)

Y/Y

Comparison with May 13 forecast

Sales vs. Initial Forecast †

Reagents: Significant shortfall expected due to U.S. government research grant cuts, October government shutdown, China’s economic downturn, and intensified competition with local companies (Spatial products were expected to grow significantly in the second half but are now projected to fall far short).

Instruments: Due to a decline in sales of single-cell analysis systems and other factors, performance is expected to fall short of the target

Contract Manufacturing for Regenerative Medicine Products : The market for regenerative medicine, cell therapy, and gene therapy has not grown as expected, and the significant impact of missed new orders is leading to an anticipated shortfall.

Contract Services for Genetic Analysis and Testing:The significant impact of reduced revenue from genome analysis services in the first half has led to a decrease compared to the forecast.

Net sales

42,100

▲2,939

▲6.5%

▲10,400

▲19.8%

Reagents

29,731

▲2,263

▲7.1%

▲7,371

▲19.9%

Instruments

1,081

▲90

▲7.7%

▲686

▲38.8%

CDMO

8,245

+132

+1.6%

▲1,958

▲19.2%

Gene Therapy

3,040

▲717

▲19.1%

▲383

▲11.2%

Gross Profit

21,891

▲4,175

▲16.0%

▲8,133

▲27.1%

Operating

profit

▲4,000

▲6,263

-

▲6,500

-

Gene Therapy: Although the decline in demand for

R&D expenses

7,106

+208

+3.0%

▲576

▲7.5%

RetroNectin® from major customers was anticipated, further expansion did not materialize, resulting in a decrease compared to the forecast.

24 † Announced on May 13, 2025.

Analysis of Factors Affecting Operating Profit ( vs. May 13 Forecast)

¥(1OOM

25

+11

▲34 ▲3 0 ▲4O

▲1O ▲3 ▲8 ▲4

▲8 ▲O ▲7

Current U.S. EU China Kor Consolidation Selling Revised

operating Indi adjustment Goodwill expenses forecast of

profit current

announced (Curio operating

May 13 Boiscience Overseas Reagents, CDMO Others profit

forecast Inc.) export Instruments

Non-consolidated gross profit

25

Shareholder Returns

(%)

45(¥) Trends in Dividend per Share and Dividend Payout Ratio 250

40

35 200

30 : Dividend per share

25 150

20: Dividend payout ratio

100

15

10 50

5

0 0

350

300 (¥100M) Trends in Operating Profit 289

250 205

200

150 139

100

32 35 54 62 30

50 5 10 15 16 19 23 26 22

0

-50 -40

-100 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2019 FY2018 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026

Forecast (Revised)

Dividends Policy

The Company considers returning profits to shareholders to be an important management issue, while paying attention to enhancing internal reserves in order to actively implement R&D activities. The basic policy is to return profits to shareholders based on a comprehensive consideration of our operating results and financial position. Beginning in FY 2024, its dividend policy aims for 35% of net income assumed, calculated without any extraordinary gains or losses in the consolidated financial statements.

26 Website “Shareholder Returns and Dividends”:https://www.takara-bio.co.jp/ja/ir/stock/dividend.html

Aiming to become a biologics development company continuing to create new modalities with the twin pillars of Research support and CDMO businesses

Biologics development

company

Biologics development Creation of new modalities for

Clinicalpractice/Regenerative medicine / Gene

Diagnostics and Cell therapies

CDMO Platform provider of

Industrial business infrastructure of the life

application science industry

support Development and manufacturing of

Academia regenerative medicine / gene and research cell therapy

support Research support Gene analysis

business and testing

Research

reagents Scientific Therapeutic cells

instruments and vectors

Gene / cell Ultra low GCTP, GMP manufacturing

engineering nuclear acid analysis

27

Takara Bio Group Long-Term Vision 2050

Expanding the scope of activities from Human Health to Planetary Health

This vision is Takara Bio Group's COMPASS for the future

Taking the biotechnological transformation in all industries as an opportunity to grow,

The Groupe is expanding the scope of its activities to not only the traditional medical and healthcare fields but also the fields that contribute to solving global social issues, while creating new businesses such as biomanufacturing, deepening the existing businesses

and realizing a quantum leap growth by utilizing our core competence in DNA technologies including technologies to analyze ultra-low amounts of gene and cell products and technologies to produce

high-performance, high-quality gene, protein and cell products

in large quantities.

28

Forward-looking Statements

Statements in this news release, other than those based on historical fact, concerning the current plans, prospects, strategies and expectations of the Company and its Group represent forecasts of future results. While such statements are based on the conclusions of management according to information available at the time of writing, they reflect many assumptions and opinions derived from information that includes major risks and uncertainties. Actual results may vary significantly from these forecasts due to various factors. Factors that could influence actual results include, but are not limited to, economic conditions, especially trends in consumer spending, as well as exchange rate fluctuations, changes in laws and government systems, pressure from competitors’ prices and product strategies, decline in selling power of the Company’s existing and new products, disruptions to production, violations of our intellectual property rights, rapid advances in technology and unfavorable verdicts in major litigation.

For more Information:Public & Investor Relations Department E-mail: bio-ir@takara-bio.co.jp

29

CReference)

Reference Information

• Consolidated Financial Results (First Half)

• Consolidated Financial Results (Second Half Forecast)

• Consolidated Financial Forecast (Full-year Forecast [Revised])

• Net Sales by Category (First Half)

• Net Sales by Category (Second Half Forecast [Revised])

• Net Sales by Category (Full-year Forecast [Revised])

• Reagents Sales by Region (Full-year Forecast [Revised])

• Reagents Sales by Region (First Half & Second Half Forecast [Revised])

• Performance by Subsidiaries (First Half Actual & Full-year Forecast [Revised])

• Exchange Rate (Actual, Forecast)

• Gene Therapy Business: TBI-1301, NY-ESO-1•siTCR® gene therapy

30

CReference)

Consolidated Financial Results (First Half)

31 FY2026: from Apr. 1, 2025 to Mar. 31, 2026 † Announced on May 13, 2025.

¥m: millions of yen

(¥m)

FY2026

First Half

Y/Y

Comparison with initial forecast†

Change

Ratio

Change

Ratio

Net sales

18,794

▲963

▲4.9%

▲2,505

▲11.8%

Cost of sales

8,230

+917

+12.5%

▲684

▲7.7%

Gross profit

10,564

▲1,880

▲15.1%

▲1,820

▲14.7%

SG&A

expenses

12,907

+878

+7.3%

▲927

▲6.7%

Operating profit

▲2,342

▲2,759

-

▲892

-

Ordinary profit

▲2,485

▲3,034

-

▲1,055

-

Net income attributable to owners of parent

▲6,911

▲7,424

-

▲5,591

-

CReference)

Consolidated Financial Forecast (Second Half)

CRevised )

(¥m)

FY2026

Second Half

Y/Y

Comparison with

initial forecast†

Change

Ratio

Change

Ratio

Net sales

23,305

▲1,976

▲7.8%

▲7,894

▲25.3%

Cost of sales

11,978

+319

+2.7%

▲1,581

▲11.7%

Gross profit

11,327

▲2,295

▲16.8%

▲6,313

▲35.8%

SG&A

expenses

12,984

+1,208

+10.3%

▲706

▲5.2%

Operating

profit

▲1,657

▲3,503

-

▲5,607

-

Ordinary profit

▲1,914

▲3,957

-

▲5,844

-

Net income attributable to owners of parent

▲2,088

▲2,617

-

▲4,708

-

32 † Announced on May 13, 2025.

CReference)

Consolidated Financial Results (Full-year Forecast)

CRevised )

33 FY2026: from Apr. 1, 2025 to Mar. 31, 2026 † Announced on May 13, 2025.

¥m: millions of yen

(¥m)

FY2026

Full-Year

forecast

Y/Y

Comparison with Initial forecast†

Change

Ratio

Change

Ratio

Net sales

42,100

▲2,939

▲6.5%

▲10,400

▲19.8%

Cost of sales

20,208

+1,236

+6.5%

+2,266

▲10.1%

Gross profit

21,891

▲4,175

▲16.0%

▲8,133

▲27.1%

SG&A

expenses

25,891

+2,087

+8.8%

▲1,633

▲5.9%

Operating profit

▲4,000

▲6,263

—

▲6,500

—

Ordinary profit

▲4,400

▲6,992

—

▲6,900

—

Net income attributable to owners of parent

▲9,000

▲10,041

—

▲10,300

—

CReference)

Net Sales by Category (First Half)

34 † Announced on May 13, 2025.

CReference)

Net Sales by Category (Second Half Forecast)CRevised)

(¥m)

FY2026

First Half

Y/Y

Comparison with

initial forecast†

Change

Ratio

Change

Ratio

Reagents

15,459

▲1,130

▲6.8%

▲5,625

▲26.7%

Instruments

678

▲66

▲9.0%

▲394

▲36.7%

CDMO

5,699

▲139

▲2.4%

▲1,480

▲20.6%

Regenerative medicine

2,695

▲442

▲14.1%

▲1,405

▲34.3%

Gene analysis/testing

2,868

+348

+13.8%

+0

+0.0%

Others

135

▲45

▲25.0%

▲75

▲35.7%

Gene Therapy

1,466

▲639

▲30.3%

▲394

▲21.2%

Total net sales

23,305

▲1,976

▲7.8%

▲7,894

▲25.3%

35 † Announced on May 13, 2025.

(¥m)

FY2026

First Half

Y/Y

Comparison with

initial forecast†

Change

Ratio

Change

Ratio

Reagents

14,272

▲1,131

▲7.4%

▲1,746

▲10.9%

Instruments

402

▲23

▲5.6%

▲292

▲42.1%

CDMO

2,546

271

+12.0%

▲477

▲15.8%

Regenerative

medicine

1,622

658

+68.3%

+6

+0.4%

Gene analysis/testing

731

▲336

▲31.5%

▲481

▲39.7%

Others

192

▲49

▲20.6%

▲2

▲1.3%

Gene Therapy

1,573

▲78

▲4.7%

+10

+0.7%

Total net sales

18,794

▲963

▲4.9%

▲2,505

▲11.8%

CReference)

Net Sales by Category (Full-year Forecast) [Revised]

36 † Announced on May 13, 2025.

CReference)

Reagents Sales by Region (Full-year Forecast) [Revised]

(¥m)

FY2026

Foreca3W

Y/Y

v3. IniWial 内oreca3W†

Change

For

exchange

RaWio

(Exchange excluded

Change

For

exchange

RaWio

(Exchange excluded

Japan

H1

2,771

+73

0

+2.7%

▲ 381

0

▲12.1%

H2

3,784

▲ 16

0

▲0.4%

▲ 496

0

▲11.6%

Full

6,555

+57

0

+0.9%

▲ 877

0

▲11.8%

U.S.

H1

6,844

+63

▲ 182

+3.6%

▲ 701

▲ 27

▲8.9%

H2

6,421

+323

▲ 204

+8.7%

▲ 2,751

▲ 116

▲28.7%

Full

13,265

+386

▲ 386

+6.0%

▲ 3,452

▲ 143

▲19.8%

Europe

H1

1,756

+110

▲ 23

+8.1%

▲ 37

43

▲4.5%

H2

2,033

+267

75

+10.8%

▲ 302

137

▲18.8%

Full

3,789

+377

52

+9.5%

▲ 339

180

▲12.6%

China

H1

1,927

▲ 1,386

▲ 58

▲40.1%

▲ 432

22

▲19.3%

H2

2,143

▲ 1,805

▲ 67

▲44.0%

▲ 1,835

17

▲46.5%

Full

4,070

▲ 3,191

▲ 125

▲42.2%

▲ 2,267

39

▲36.4%

Korea

H1

572

▲ 22

▲ 46

+4.1%

▲ 133

▲ 26

▲15.2%

H2

657

+78

▲ 26

+18.0%

▲ 162

▲ 20

▲17.3%

Full

1,229

+56

▲ 72

+11.0%

▲ 295

▲ 46

▲16.3%

India

H1

398

+27

▲ 25

+14.3%

▲ 58

4

▲13.9%

H2

422

+22

▲ 28

+12.4%

▲ 82

▲ 4

▲15.3%

Full

820

+49

▲ 53

+13.3%

▲ 140

0

▲14.6%

ToWal

H1

14,272

▲ 1,133

▲ 335

▲5.2%

▲ 1,746

16

▲11.0%

H2

15,459

▲ 1,130

▲ 249

▲5.3%

▲ 5,625

13

▲26.7%

Full

29,731

▲ 2,263

▲ 584

▲5.2%

▲ 7,371

29

▲19.9%

37 † Announced on May 13, 2025.

(¥m)

FY2025

Full-Year forecast

Y/Y

Comparison with

initial forecast†

Change

Ratio

Change

Ratio

Reagents

29,731

▲2,263

▲7.1%

▲7,371

▲19.9%

Instruments

1,081

▲90

▲7.7%

▲686

▲38.8%

CDMO

8,245

+132

+1.6%

▲1,958

▲19.2%

Regenerative

medicine

4,318

+215

+5.2%

▲1,399

▲24.5%

Gene analysis/testi ng

3,600

+11

+0.3%

▲481

▲11.8%

Others

327

▲95

▲22.5%

▲77

▲19.2%

Gene Therapy

3,040

▲717

▲19.1%

▲383

▲11.2%

Total net sales

42,100

▲2,939

▲6.5%

▲10,400

▲19.8%

CReference)

Reagents Sales by Region

(First Half & Second Half Forecast) [Revised]

(¥m)

FY2026

Foreca3W

Y/Y

v3. IniWial 内oreca3W†

Change

For

exchange

RaWio

(Exchange excluded

Change

For

exchange

RaWio

(Exchange excluded

H1

Japan

2,771

+73

0

+2.7%

▲ 381

0

▲12.1%

U.S.

6,844

+63

▲ 182

+3.6%

▲ 701

▲ 27

▲8.9%

Europe

1,756

+110

▲ 23

+8.1%

▲ 37

43

▲4.5%

China

1,927

▲ 1,386

▲ 58

▲40.1%

▲ 432

22

▲19.2%

Korea

572

▲ 22

▲ 46

+4.1%

▲ 133

▲ 26

▲15.2%

India

398

+27

▲ 25

+14.3%

▲ 58

4

▲13.9%

ToWal

14,272

▲ 1,133

▲ 335

▲5.2%

▲ 1,746

16

▲11.0%

H2

Japan

3,784

▲ 16

0

▲0.4%

▲ 496

0

▲11.6%

U.S.

6,421

+323

▲ 204

+8.7%

▲ 2,751

▲ 116

▲28.7%

Europe

2,033

+267

75

+10.8%

▲ 302

137

▲18.8%

China

2,143

▲ 1,805

▲ 67

▲44.0%

▲ 1,835

17

▲46.5%

Korea

657

+78

▲ 26

+18.0%

▲ 162

▲ 20

▲17.3%

India

422

+22

▲ 28

+12.4%

▲ 82

▲ 4

▲15.3%

ToWal

15,459

▲ 1,130

▲ 249

▲5.3%

▲ 5,625

13

▲26.7%

Full

Japan

6,555

+57

0

+0.9%

▲ 877

0

▲11.8%

U.S.

13,265

+386

▲ 386

+6.0%

▲ 3,452

▲ 143

▲19.8%

Europe

3,789

+377

52

+9.5%

▲ 339

180

▲12.6%

China

4,070

▲ 3,191

▲ 125

▲42.2%

▲ 2,267

39

▲36.4%

Korea

1,229

+56

▲ 72

+11.0%

▲ 295

▲ 46

▲16.3%

India

820

+49

▲ 53

+13.3%

▲ 140

0

▲14.6%

ToWal

29,731

▲ 2,263

▲ 584

▲5.2%

▲ 7,371

29

▲19.9%

38 † Announced on May 13, 2025.

CReference)

Performance by Subsidiaries (Full-year Forecast)[Revised]

(¥m)

First Half

Actual

Full-year

Forecast (Revised)

Net sales

Operating profit

Net sales

Operating profit

Takara Bio

(Non-consolidated)

9,801

▲2,002

24,261

▲2,387

Takara Bio Europe (consolidated)

2,405

24

4,813

6

Takara Biotechnology (Dalian)

1,483

▲39

3,141

▲136

Takara Biomedical (Beijing)

2,516

20

5,191

15

Takara Korea Biomedical

645

84

1,433

182

DSS Takara India

424

46

884

97

Takara Bio USA

8,486

▲478

16,314

▲1,247

39

CReference)

Exchange Rate (Actual, Forecast)

40

CReference)

Gene Therapy Business: Promote the Development of TBI-1301, NY-ESO-1•siTCR® gene therapy product

NY-ESO-1•siTCR® gene therapy Overview of Verification Testing TBI-1301 recognizes and attacks cancer cells

siTCR® techniques are expected to improve safety and effectiveness.

i.v

Blood draw

TBI-1301 T lympho

Cancer cells

Expansion Clinical Trial Information:

Japanese jRCT No.:jRCT2073250089

English ClinicalTrials.gov No:NCT07174427

Gene transduction by viral vectors

41

(Unit: Yen)

FY2025

Semi-annual

FY2026

Semi-annual

FY2025

Full-year

FY2026

Full-year

Actual

Actual

Actual

Forecast

US dollar

152.36

148.41

151.69

147.40

Euro

164.69

162.25

164.04

166.60

Yuan

21.06

20.44

21.03

20.40

100 Won

11.27

10.42

11.12

10.50

Rupee

1.83

1.72

1.81

1.70

Pound

192.78

192.61

193.83

194.80

Title

Multicenter Study of TBI-1301 (INN: mipetresgene autoleucel; Mip-cel) for NY-ESO-1 Antigen-Positive Synovial Sarcoma

Phase

Phase III

Indication

Unresectable advanced or recurrent synovial sarcoma

Design

Non-controlled, multicenter

Enrollment

5 patients