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2Q FY2026 ( Interim ) Summary 7 August 2026 Cookpad Inc. ❤cookpad © 2026 Cookpad Inc. 1
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© 202 Cookpad Inc. 6 2 To “Make Everyday Cooking Fun!” Our Mission To Achieve Our Mission: • We remain a tech-forward company dedicated to overcoming the challenges associated with cooking to 'Make everyday cooking fun!’ • We will continue to invest in product development to set future standards, as we pursue profits and allocate the earnings towards investment initiatives. • We will make investments aligned with the developments of the external environment; for this reason, we don’t disclose our earnings forecast.
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© 202 Cookpad Inc. 6 3 Financial Highlights Sales revenue Decreased by 7.8% year on year, due to a decline in the Premium Services membership. SG&A expenses Declined by 1.4% year on year, despite the recognition of 185 million yen in one-off costs associated with the workforce streamlining at overseas offices. The decline reflected a reduction in personnel expenses resulting from the streamlining. Operating income Operating income decreased by 98.1% year on year, owing to the decrease in sales revenue. (Millions of yen) Profit attributable to shareholders of the Company The recognition of finance income, arising mainly from the fair value measurement of securities held, resulted in profit attributable to shareholders of the Company of 524 million yen. First Half 2025 2026 Change 2,723 2,510 -212 2,521 2,486 -34 161 3 -158 37 524 487
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© 202 Cookpad Inc. 6 4 Trend in Quarterly Financial Results (Millions of yen) * Percentage changes are shown as “-” where comparison is not meaningful, such as a shift from profit to loss or from loss to profit. 2025 2026 QoQ change YoY change ２Q ３Q ４Q １Q 2Q Sales revenue 1,350 1,317 1,295 1,267 1,243 -1.9% -8.0％ SG&A expenses 1,256 1,262 1,238 1,397 1,089 -22.0% -13.3％ Operating income/loss 71 39 63 -137 140 - 96.0% Profit/loss before tax -83 427 604 -415 943 - - Profit/loss attributable to shareholders of the Company -74 501 202 -417 942 - - Earnings/loss per share (yen) -0.94 6.65 2.68 -5.75 13.10 - - Balance of cash and cash equivalents at quarter end 10,238 5,545 5,885 5,975 6,245 4.5% -39.0%
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© 202 Cookpad Inc. 6 5 Trend in Sales Revenue - Sales revenue for Q2 FY2026 decreased by 8.0% year on year and 1.9% quarter on quarter, mainly due to the decline in Premium Services membership. (Millions of yen) 1,350 1,317 1,295 1,267 1,243 2Q 3Q 4Q 1Q 2Q 2025 2026
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© 202 Cookpad Inc. 6 6 Trend in SG&A Expenses - SG&A expenses for 2Q FY2026 decreased by 308 million yen (22.0%) from the previous quarter. - Personnel expenses decreased by 186 million yen, mainly due to the absence of one-off costs associated with workforce restructuring, while system usage fees increased by 34 million yen, reflecting foreign exchange effects and investments in AI. (Millions of yen) 391 442 417 572 386 179 170 169 138 117 199 187 176 182 216 167 170 165 160 155 318 291 310 342 214 1,256 1,262 1,238 1,397 1,089 その他 売上手数料 システム利用料 業務委託費 人件費 合計 Other Sales fees System usage fees Outsourcing expenses Personnel expenses * Breakdown figures are rounded down to the nearest million yen and may not add up to the totals. 2Q 3Q 4Q 1Q 2Q 2025 2026
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© 202 Cookpad Inc. 6 7 Trend in Operating Income - Operating results turned profitable, with operating profit of 140 million yen recorded, mainly as one-off costs decreased from the first quarter and personnel expenses declined. (Millions of yen) - Operating profit rose by 69 million yen year on year, offsetting the operating loss of 137 million yen recorded in the first quarter. Consequently, operating profit of 3 million yen was recorded for 1H 2026. 71 39 63 -137 140 2Q 3Q 4Q 1Q 2Q 2025 2026
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© 202 Cookpad Inc. 6 8 * Number of Group employees (regular employees and contract employees) Trend in Workforce - The number of employees stood at 78 as of 30 June 2026, down 22.8% from a year earlier and 17.0% from the end of the previous quarter. (Employees) 2Q 3Q 4Q 1Q 2Q 2025 2026 101 95 101 94 78
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© 202 Cookpad Inc. 6 9 This document has been prepared based on information accessible at the time of its compilation and reflects assumptions that we consider to be reasonable. [Contact for inquiries regarding this document and IR] CFO Office, Cookpad Inc. ir-form@cookpad.com
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© 202 Cookpad Inc. 6 10