YASKAWA Electric : Results Briefing for 1H of Fiscal Year Ending February 28, 2026

Notes:

• The information within this document is made as of the date of writing. Any forward-looking statement is made according to the assumptions of management and are subject to change as a result of risks and uncertainties. YASKAWA Electric Corporation undertakes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise.

• Figures in this document are rounded off and may differ from those in other documents such as

  financial results.

• The copyright to all materials in this document is held by YASKAWA Electric Corporation.

No part of this document may be reproduced or distributed without the prior permission of the copyright holder.

© 2025 YASKAWA Electric Corporation

Summary

• FY2025 1H Results

Revenue…YoY:-0.5%

・Revenue was almost flat YoY and exceeded expectations as a result of steadily translating new orders into revenue.

Operating profit…YoY:+1.8%

・Operating profit increased due to the improvement of added value and reduction of overhead costs in the Motion Control segment.

Profit before tax…YoY:+3.2%

Profit attributable to owners of parent…YoY:+2.2%

・Profit before tax and profit attributable to owners of parent increased due an increase in

operating profit.

2Q Order …YoY:+6%, QoQ:+5%

・Order increased YoY and QoQ, mainly in System Engineering.

• FY2025 Full-Year Forecasts

Revenue: ¥515.0bn.→¥525.0bn., Operating profit ¥43.0bn.→ ¥48.0bn.

・Although the situation remains uncertain due to U.S. tariff policies, we have revised our full-year forecasts, based on the first-half results and current market demand.

・The assumed average forex rates (from September 1, 2025 to February 28, 2026) remain unchanged from the previous plan.

・The dividend forecast for FY2025 remains unchanged from that announced on April 4.

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(Annual dividend of ¥68 per share)

© 2025 YASKAWA Electric Corporation

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Contents

1. FY2025 1H Financial Results

   • FY2025 1H Financial Results

   • Business Segment Overview

   • Revenue Breakdown by Business

     Segment

   • Revenue Breakdown by Location

   • Breakdown of Changes in Operating Profit

   • Measures for FY2025 1H

     
     
     
2. FY2025 Full-Year Forecasts

   • FY2025 Full-Year Financial Forecasts

• Capital Expenditure, R&D Investment,

  Forex Rates and Sensitivity

• Financial Indices

• Revenue / Operating Profit

• Quarterly Sales Trends

• Quarterly Order Trends

  • Breakdown of Changes in Operating Profit

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  • Measures for FY2025 2H

© 2025 YASKAWA Electric Corporation

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Business Overview

Motion Control

【Core products】

・AC servo motors and controllers

・Linear servo motors

・AC drives

・PV inverters

・PM motors

New machine controller "MPX1000 series"

Robotics

【Core products】

・Industrial robots

• Arc and spot-welding robots, painting robots

• Handling robots

・Semiconductor wafer transfer robots

・Biomedical robots

・Collaborative robots

・Adaptive robots

System Engineering

【Core products】

・Electrical systems for steel plants

・Electrical instrumentation systems for water supply plants and sewage treatment facilities

Electrical systems for steel plants

AC servo motor

Σ-X series

YRM Controller "YRM1010"

MOTOMAN

NEXT series

Electrical instrumentation systems for water and sewerage

Yaskawa AC drive GA700 series

PV inverter

Enewell-SOL P3A 25kW

Collaborative robot MOTOMAN-HC30PL

7-axis arc-welding robot MOTOMAN-AR1440E

Other

・Logistics, etc.

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© 2025 YASKAWA Electric Corporation 3

１. FY2025 1H Financial Results

(Six Months Ended August 31, 2025)

© 2025 YASKAWA Electric Corporation