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Results Presentation for the First Three Quarters of Fiscal Year Ending September 30 , 2026 Copyright © 2026 SANYO TRADING CO . , LTD . All Rights Reserved . Sanyo Trading Sanyo Trading Co. , Ltd. ( Stock exchange code : 3176 ) August 7 , 2026
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 1 Highlights for the Third Quarter of the Fiscal Year Ending September 30, 2026 1 3Q results: Both net sales and profits increased YoY. Profit attributable to owners of parent increased significantly due to sale of cross-shareholdings. 2 Full-year forecasts: Revised upward to reflect progress. Record high net sales, operating profit, and profit attributable to owners of parent are expected. 3 Shareholder returns: We have announced an 80th anniversary commemorative dividend (10 yen) and a purchase of treasury shares (with an upper limit of 2,900,000 shares or 3.5 billion yen). The total return ratio for the fiscal year ending September 30, 2026 is expected to exceed 48%.
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2Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. Results for First Three Quarters of Fiscal Year Ending September 30, 2026 Forecasts for Fiscal Year Ending September 30, 202602 01 Appendix03 01
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 3 FYE September 2025 FYE September 2026 3Q 3Q Full fiscal year Result Result YOY Previous full fiscal year forecast (announced on May 12, 2026) Rate of progress Net sales 98,807 107,535 +8.8% 133,000 80.9% Gross profit (Gross profit ratio) 17,193 (17.4%) 18,981 (17.7%) +10.4% Selling, general and administrative expenses (SG&A expense ratio) 11,660 (11.8%) 12,424 (11.6%) +6.5% Operating profit (Operating profit ratio) 5,532 (5.6%) 6,557 (6.1%) +18.5% 6,500 (4.9%) 100.9% Ordinary profit (Ordinary profit ratio) 6,037 (6.1%) 6,714 (6.2%) +11.2% 6,600 (5.0%) 101.7% Profit attributable to owners of parent (Return on sales) 4,569 (4.6%) 5,406 (5.0%) +18.3% 4,800 (3.6%) 112.6% EPS (yen) 79.32 93.80 - 83.28 - Results for First Three Quarters of Fiscal Year Ending September 30, 2026 ◼ Profits increased significantly due to the progress in the revision of sales prices, which have made it possible to absorb the impact of the decrease in the profits from some businesses, in addition to the growth of net sales. ◼ Profit attributable to owners of parent increased significantly, reflecting the recording of a gain on sale of cross- shareholdings. ◼ Progress toward the full-year plan: Progress was strong, at 80.9% for net sales and more than 100% for profits. Full-year forecasts were revised upwards (see subsequent slides for details). (Million yen)
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 4 -1,338 -1,342 1,298 1,627 1,311 953 2,288 2,779 1,971 2,539 5,532 6,557 969 1,141 29,070 31,563 8,505 9,407 27,980 30,414 32,280 35,008 98,807 107,535 Summary of Results by Segment Net sales YOY +8.72 billion yen (+8.8%) Operating profit YOY +1.02 billion yen (+18.5%) FYE September 2025 3Q FYE September 2026 3Q +2,728 (+8.5%) +2,493 (+8.6%) +2,434 (+8.7%) +568 (+28.8%) (358) (-27.3%) +491 (+21.5%) +902 (+10.6%) FYE September 2025 3Q FYE September 2026 3Q ◼ Fine Chemicals ◼ Industrial Products ◼ Sustainability ◼ Life Science ◼ Other +329 (+25.3%) (Million yen) (Million yen) Fine Chemicals Increase in sales / Increase in profit Industrial Products Increase in sales / Increase in profit Life Science Increase in sales / Increase in profit Sustainability Increase in sales / Decrease in profit
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 5 Situations of Each Segment: Fine Chemicals Factors for changes Net sales Rubber (+) Demand for raw materials for domestic markets was strong. (-) Sales decreased at some overseas Group companies. Chemicals (+) We tapped into front-loaded demand which was a reflection of supply instability. (+) New business launch (-) Demand for mainstay products was on a weak note due to the impact of the market conditions. Operating profit Rubber (+) Effects of sales price revisions Chemicals FYE September 2025 3Q FYE September 2026 3Q YOY Net sales 32,280 35,008 +8.5% Operating profit (Operating profit ratio) 1,971 (6.1%) 2,539 (7.3%) +28.8% (Million yen) [Major products we deal in] Synthetic rubbers Thermoplastic elastomers and resins Rubber reinforcements and fillers <Final uses> • Automotive sealants • High-pressure hose • Tires • Home electric appliances Photoinitiators/UV absorbers Pigments Wax Silane coupling agents Specialty monomers <Final uses> • Inks and printed materials • Exterior wall paints • Adhesives • Plastic products
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 6 Situations of Each Segment: Industrial Products Factors for changes Net sales Domestic (+) Steady sales Overseas (+) Some exports from the United States and Thailand were strong. (+) Consolidation of EMAS* (-) Economic slowdown in China Operating profit Domestic (+) Higher level of profit due to exchange rate fluctuations Overseas (+) Cost reduction in China FYE September 2025 3Q FYE September 2026 3Q YOY Net sales 27,980 30,414 +8.7% Operating profit (Operating profit ratio) 2,288 (8.2%) 2,779 (9.1%) +21.5% (Million yen) [Major products we deal in] Motor for seat Seat heaters Seat sensor Gas springs Lumbar support systems EV battery maintenance equipment (Ever Blüe Drive) Benchmarking services provided by means of scanning 4D front radar Flexible touch sensors Sensors that detect children left in vehicles Heater for high-voltage batteries Sustainable material (QUARTECH) 4D corner radar Filter for cleaning vehicle interior air * EMAS is a Singapore-based trading company, specializing in the provision of automotive air conditioner -related parts to the automotive aftermarket.
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 7 Situations of Each Segment: Sustainability Factors for changes Net sales (+) Strong sales of wearing parts related to feed processing machines (+) The sales were posted based on the steady progress of major projects in the wood-biomass-related business. (-) Decrease in sales related to ocean investigation materials and equipment due to the impact of a transitional period in the ocean development-related business. Operating profit (-) Decline in profit attributed to the decline in sales in the ocean development-related business. FYE September 2025 3Q FYE September 2026 3Q YOY Net sales 8,505 9,407 +10.6% Operating profit (Operating profit ratio) 1,311 (15.4%) 953 (10.1%) (27.3%) (Million yen) [Major products we deal in] <Final uses> • Feed/fertilizer • Food, industrial products, etc. • Renewable energy <Feed processing machines and wood-biomass-related products> Various hammer mills Pellet mill (Different types of pellets) Low-temperature belt dryer for wood chips Gasification unit Cogeneration unit <Final uses> • Oil and gas • Geothermal development • Offshore wind power generation • Ocean investigation <Marine surveys for offshore wind power generation> Top drive system Cable protection system TP cover Remotely operated vehicle (ROV)
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 8 Situations of Each Segment: Life Science Factors for changes Net sales (+) Growth of business of importing and exporting core products, including electronic materials and functional additives (+) Progress in delivery of products related to scientific instruments in multiple projects (+) Increase in sales quantity of functional feed materials (-) Significant decrease in sales of research support equipment in the biotech field, a result of the termination of distributor agreements Operating profit (+) Driven by core products, scientific instruments-related products, and functional feed materials FYE September 2025 3Q FYE September 2026 3Q YOY Net sales 29,070 31,563 +8.6% Operating profit (Operating profit ratio) 1,298 (4.5%) 1,627 (5.2%) +25.3% (Million yen) [Major products we deal in] <Final uses> • Electronics and battery • Air freshener • Pet food • Diaper <Life science-related> Food Tech Electronic materials Different types of film Cosmetics (raw materials / containers) Fragrance High-performance resins <Final uses> • Research and development • Quality control • Production control • Inspection <Scientific instruments-related> Wettability testers Equipment for dispersion and powder evaluation Weather resistance tester <Final uses> • Genetic research • Cellular research • Protein research • Pathology research • Drug discovery support <Biotechnology-related> 3D bioprinter Next-generation sequencer for genetic analysis (NGS) Gene-discovery analysis services and drug discovery support services
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 9 Consolidated Balance Sheet Assets 25/9 4Q (As of September 30, 2025) 26/9 3Q (As of June 30, 2026) Cash and deposits 11,896 11,984 Notes and accounts receivable - trade, etc. 26,409 26,934 Inventories 26,387 28,379 Other current assets 5,221 8,434 Property, plant and equipment 3,464 3,525 Other non-current assets 8,116 8,083 Total assets 81,496 87,341 Liabilities 25/9 4Q (As of September 30, 2025) 26/9 3Q (As of June 30, 2026) Notes and accounts payable - trade 12,544 15,451 Short-term borrowings 2,960 1,313 Other current liabilities 12,600 12,673 Long-term borrowings 100 100 Other non-current liabilities 1,968 1,986 Net assets 51,321 55,816 Total liabilities and net assets 81,496 87,341 (Million yen) [Key Points] • Sale of cross-shareholdings generated gains and supported debt repayment 25/9 4Q (As of September 30, 2025) 26/9 3Q (As of June 30, 2026) Ratio of interest-bearing debt 6.0% 2.5% Shareholders’ equity ratio 62.9% 63.8% Calculation method) Interest-bearing debt ratio: Interest-bearing debt (*1: Excluding lease liabilities)/ Equity (*2) Equity ratio: Equity/Total assets at the end of the fiscal year (*1) Interest-bearing debt = Short-term borrowings + Long-term borrowings (*2) Equity = Net assets - Share acquisition rights - Non-controlling interests
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10Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. Results for First Three Quarters of Fiscal Year Ending September 30, 2026 Forecasts for Fiscal Year Ending September 30, 202602 01 Appendix03 0 2
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 11 FYE September 2025 FYE September 2026 Full-year results Previous revised forecasts (announced on May 12, 2026) Revised forecasts (announced on August 7, 2026) Vs. previous forecasts (amount) Vs. previous forecasts (rate) YoY (amount) YoY (rate) Net sales 132,703 133,000 138,000 +5,000 +3.8% +5,296 +4.0% Operating profit (Operating profit ratio) 6,430 (4.8%) 6,500 (4.9%) 7,500 (5.4%) +1,000 +15.4% +1,069 +16.6% Ordinary profit (Ordinary profit ratio) 6,879 (5.2%) 6,600 (5.0%) 7,650 (5.5%) +1,050 +15.9% +770 +11.2% Profit attributable to owners of parent (Return on sales) 4,615 (3.5%) 4,800 (3.6%) 6,000 (4.3%) +1,200 +25.0% +1,384 +30.0% EPS (yen)* 80.12 83.28 104.05 +20.77 - +23.94 - Forecasts for Fiscal Year Ending September 30, 2026 ◼ Forecasts were revised further upwards, reflecting the progress in the first three quarters. ◼ It is expected that net sales and profits will increase due to the improvement in profitability through the growth of existing businesses and the materialization of new projects. ◼ Net sales, operating profit, and profit attributable to owners of parent are expected to reach record highs. (Million yen) * Basic earnings per share (EPS) reflects the 2-for-1 split of the Company's common stock implemented on July 1, 2026.
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 12 Forecasts by Segment for Fiscal Year Ending September 30, 2026 Net sales Operating profit ◼ Forecasts reflect the strong performance of Fine Chemicals and Industrial Products. (Million yen) FYE September 2025 Result FYE September 2026 Previous forecast FYE September 2026 Revised forecast YoY 2,413 2,800 3,200 +32.6% 2,682 2,550 3,050 +13.7% 1,886 1,150 1,200 (36.4%) 1,362 1,700 1,750 +28.4% (1,914) (1,700) (1,700) - 6,430 6,500 7,500 +16.6% FYE September 2025 Result FYE September 2026 Previous forecast FYE September 2026 Revised forecast YoY Fine Chemicals 42,384 44,750 46,000 +8.5% Industrial Products 36,812 35,750 39,000 +5.9% Sustainability 13,518 12,250 12,500 (7.5%) Life Science 38,670 38,750 39,000 +0.9% Other 1,318 1,500 1,500 - Total 132,703 133,000 138,000 +4.0%
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 13 9.5 10.5 11.0 14.0 15.0 10.5 11.0 16.5 14.5 15.0 20.0 21.5 27.5 28.5 40.0 Interim dividend Year-end dividend Enhancement of Shareholder Returns [Shareholder returns] 11.4 12.3 15.8 16.4 23.0 5.8 29.2 11.4 12.3 15.8 16.4 28.8 Total dividends paid Total payout ratio [Dividend per share*1] Payout ratio (100 million yen) (Result) Commemorative dividend Ordinary dividend 30 We plan to purchase treasury shares between August 2026 and July 2027. *2 Estimate amount for reference purposes determined by simply dividing the 3.5 billion yen upper limit on the purchase of treasury shares based on the length of the period *3 Estimate value for reference purposes assuming total dividends and profit will be the same as in the fiscal year ending Septembe r 30, 2026 *2 *2 Amount of treasury shares purchased (Assumptions) *1 The 2-for-1 split of the Company's common stock implemented on July 1, 2026 was taken into account when calculating the figures. * 10.0 2022/9 2023/9 2024/9 2025/9 2026/9 (Forecast) 2022/9 2023/9 2024/9 2025/9 2026/9 (Forecast) 2027/9 (Reference) (Yen) 26.7% 25.6% 30.4% 35.6% 48.2% 87.1% *3 26.7% 25.6% 30.4% 35.6% 38.4% ◼ We will enhance shareholder returns by paying progressive dividends and purchasing treasury shares. ◼ Further, we will pay an 80th anniversary commemorative dividend to increase the amount of the annual dividend for the fiscal year ending September 30, 2026 by 10 yen. ◼ We have announced a purchase of treasury shares with an upper limit of 2,900,000 shares or 3.5 billion yen. The purchase of treasury shares will bring the total return ratio to 48.2%.
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14Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. Results for First Three Quarters of Fiscal Year Ending September 30, 2026 Forecasts for Fiscal Year Ending September 30, 202602 01 Appendix03 0 3
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 15 Introduction of a New Shareholder Benefits Program ◼ We have introduced a shareholder benefits program to enhance the investment appeal of our stock and increase a broad range of investors' interest in our stock. ◼ We will award eligible shareholders benefit points based on the number of shares held. Eligible shareholders can select preferred products from among the more than 5,000 products available via the Sanyo Trading Premium Benefit Club. Number of shares held Number of benefit points to be granted 500 to 599 shares 2,000 points 600 to 699 shares 3,000 points 700 to 999 shares 5,000 points 1,000 to 1,499 shares 8,000 points 1,500 to 1,999 shares 13,000 points 2,000 shares or more 20000 points [Eligibility requirements] Shareholders must be listed or recorded in the shareholder registry as holding 500 or more shares as of the end of September each year, beginning in 2026. [Carryover conditions] Points may be carried over only if the shareholder is listed in the shareholder registry under the same shareholder number for at least two consecutive years as of the end of September of the following year and continues to hold 500 shares or more (points can be carried over once). Example of benefit products * Photos are for illustrative purposes only. The benefit products are subject to change in the future.
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 16 Official Sanyo Trading Instagram account Official Sanyo Trading X account Scan the QR code and follow us. Scan the QR code and follow us. We have created official social media accounts. Sponsored reports are available at the IR pages of our website. https://www.sanyo-trading.co.jp/ir/ Notice
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Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 17 Inquiries about IR Yoshimi Namba, Executive Officer, General Manager of Corporate Planning Department, Sanyo Trading Co., Ltd. Tel.: +81-3-3518-1052 Email: ir@sanyo-trading.co.jp Caution Concerning Forward-Looking Statements The sole purpose of this material is providing information to investors. It is not intended for the solicitation of trade. Forward-looking statements included in the material are based on targets and forecasts and do not ensure any commitments or provide any guarantee. Note that actual results at the Company may differ from the forward - looking statements made as of the date of their publication. Statements about the industry, among others, are made based on data that are considered reliable. We do not guarantee the accuracy or integrity. This material is presented on the assumption that investors will use it at their own discretion and under their own responsibility, whatever their purposes may be. The Company does not assume any responsibility for its use by investors under any circumstances.