Slides
Page 1
| Premier Market of the Nagoya Stock Exchange, Prime Market of the Tokyo Stock Exchange, Securities Code: 6134 This material and all of its content is copyright of FUJI CORPORATION. All rights reserved. Any redistribution or reproduction of part or all of this content without the expressed permission of FUJI CORPORATION is strictly prohibited. Financial Results Explanatory Materials First Quarter for Fiscal Year Ending March 2027 August 2026
Page 2
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Contents 2 01 | Financial Summary 02 | Financial Forecast for FY3/27 03 | Appendix
Page 3
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 3 01 | Financial Summary
Page 4
Copyright © 2026 by FUJI CORPORATION. All rights reserved. FY3/27 Outlook (Upward Revision) Orders 256,000 YoY +23.4％ vs. Prev. Forecast +21.3％ Net sales 244,000 +35.1％ +15.6％ Operating profit 60,000 +104.9％ +37.6％ ・For FY3/27, sales and profit to increase; strengthen supply capabilities across the supply chain to meet rising demand ・The mounter market is expected to remain strong, driven by AI server applications; further enhance AI server-related functions ・Capture demand across diverse sectors and regions through the NXTR-centered comprehensive strategy 4 Q1 FY3/27 Financial Results Summary ■ AI demand and the comprehensive strategy drove record-high quarterly results Full-year results are also expected to reach record highs Results for Q1 FY3/27 Orders 85,784 YoY +96.6％ Net sales 60,597 +45.9％ Operating profit 15,212 +192.6% ・Orders: Reached a quarterly record high by a wide margin, mainly driven by AI server, semiconductor, and automotive applications ・Net sales: AI server applications remained strong; smartphone and automotive applications grew significantly ・Operating profit: Nearly tripled YoY due to higher demand, consolidation into NXTR, and favorable regional mix (Operating profit margin: 25.1%) (Millions of yen) (Millions of yen)
Page 5
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Orders, net sales, and profits all reached record highs for a quarter ■ Growing demand for smartphones and automotive applications along with AI server applications; growth in NXTR sales contributed to results 5 Q1 FY3/27 Results 24,777 43,640 85,784 25,760 43,119 32,755 56,523 40,594 64,146 123,888 207,429 FY3/25 FY3/26 FY3/27 Orders Q1 Q2 Q3 Q4 Q1 FY3/26 results Q1 FY3/27 results YoY Amount Percentage Orders 43,640 85,784 +42,144 +96.6% Net sales 41,521 60,597 +19,075 +45.9% Operating profit 5,199 15,212 +10,012 +192.6% Operating profit ratio 12.5％ 25.1％ － － Ordinary profit 5,631 15,883 +10,252 +182.0% Profit attributable to owners of parent 5,683 12,622 +6,938 +122.1% 31,051 41,521 60,597 31,907 38,021 30,607 47,748 33,821 53,351 127,387 180,642 FY3/25 FY3/26 FY3/27 Net sales (Millions of yen)
Page 6
Copyright © 2026 by FUJI CORPORATION. All rights reserved. -1,352 -58 -292 -21 5,199 +7,000 +5,562 +398 -117 -1,108 15,212 Q1 FY3/26 Operating profit Sales volume Final sales price Capacity utilization Material costs Fixed manufacturing costs Others Labor costs R&D expenses Others Q1 FY3/27 Operating profit Net sales 60,597 6 Analysis of Changes in Operating Profit Changes in gross profit: +11,433 Changes in SG&A exp.: -1,421 Net sales 41,521 YoY: +10,012（+192.6％） Consolidation into NXTR Higher freight costs, sales commissions on higher net sales Increased AI server- related demand Higher fixed costs, offset by pension asset gains (Millions of yen) Transition: NXT III to NXTR
Page 7
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Total assets increased by 12,846 million yen due mainly to increases in cash and deposits and investment securities resulting from higher stock prices ■ Total liabilities increased by 2,328 million yen due to increases in deposits received ■ Net assets increased by 10,517 million yen due to increases in retained earnings 7 Balance Sheet Summary As of March 31, 2026 As of June 30, 2026 Difference Factors of change Current assets 195,507 205,476 +9,969 Cash and deposits +9,103 Non-current assets 82,849 85,726 +2,876 Investment securities +2,152 Total assets 278,356 291,203 +12,846 Current liabilities 43,382 46,684 +3,302 Deposits received +2,958 Non-current liabilities 2,519 1,546 -973 Deferred tax liabilities -925 Total liabilities 45,902 48,231 +2,328 Net assets 232,454 242,972 +10,517 Retained earnings +8,217 Valuation difference on available-for-sale securities +1,773 Total liabilities and net assets 278,356 291,203 +12,846 (Millions of yen)
Page 8
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ The NXTR-centered comprehensive strategy proved successful, driving business growth as demand for AI server, semiconductor, smartphone, and automotive applications expanded ■ Quarterly orders reached a record high 8 Segment Results: Robotic Solutions Summary Q1 FY3/26 results Q1 FY3/27 results YoY Amount Percentage Orders 40,618 82,841 +42,223 +104.0% Net sales 38,448 58,624 +20,176 +52.5% Operating profit 6,178 16,508 +10,329 +167.2% Order backlogs 35,416 85,877 +50,460 +142.5% 21,976 40,618 82,841 22,869 40,772 29,445 53,925 38,575 61,833 112,868 197,151 FY3/25 FY3/26 FY3/27 Orders Q1 Q2 Q3 Q4 28,257 38,448 58,624 28,406 35,028 27,644 45,084 29,849 50,175 114,157 168,737 FY3/25 FY3/26 FY3/27 Net sales (Millions of yen)
Page 9
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Segment Results: Robotic Solutions Net Sales by Region ■ Rest of Asia: Sales for AI server and smartphone applications grew, mainly in Thailand and Vietnam ■ China: Demand expanded across diverse markets, including smartphones, automotive, semiconductor, and AI server applications ■ North America: Demand increased mainly for telecommunications infrastructure, automotive, and AI server applications 9 QoQ 6% 8% 6% 5% 3% 39% 30% 22% 26% 30% 39% 45% 52% 45% 43% 7% 9% 10% 14% 17% 6% 6% 8% 8% 6% 3% 2% 2% 2% 1% 38,448 35,028 45,084 50,175 58,624 Q1 Q2 Q3 Q4 Q1 FY3/26 FY3/27 Other Europe North America Rest of Asia China Japan (Millions of yen)
Page 10
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Server: Sales to Asia remained strong, and sales to China also expanded ■ Telecommunications: Demand for smartphone applications grew ■ Automotive: Sales to China grew significantly, while sales to North America remained solid 10 Segment Results: Robotic Solutions Net Sales by Sector QoQ 28% 14% 13% 6% 21% 8% 19% 5% 6% 3% 6% 6% 23% 22% 9% 3% 9% 10% 14% 18% 4% 5% 6% 2% 4% 6% 6% 3% 2% 4% 19% 12% 14% 8% 11% 10% 8% 11% 16% 11% 4% 10% 3% 10% 6% 12% 11% 12% 14% 13% 38,448 35,028 45,084 50,175 58,624 Q1 Q2 Q3 Q4 Q1 FY3/26 FY3/27 Other Semiconductor (FFT*) Semiconductor (FUJI) Automotive Consumer electronics Industrial machines Power supply Server Computer Telecommunications Server applications (Millions of yen) *FFT: Fasford Technology
Page 11
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Segment Results: Robotic Solutions Net Sales by Machine Type ■ High-speed mounters consolidated into NXTR 11 QoQ 30% 22% 17% 7% 0% 30% 30% 36% 44% 54% 4% 4% 5% 4% 3% 16% 20% 17% 23% 21% 20% 24% 25% 22% 22% 38,448 35,028 45,084 50,175 58,624 Q1 Q2 Q3 Q4 Q1 FY3/26 FY3/27 Parts, modifying, repairing Other products General purpose mounters: AIMEX series High-speed mounters: NXTR High-speed mounters: NXT (Millions of yen)
Page 12
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Lower sales due to the low order backlog (3,143 million yen) at the start of the fiscal year ■ Posted a loss as lower sales outweighed fixed cost reductions 12 Segment Results: Machine Tools Summary Q1 FY3/26 results Q1 FY3/27 results YoY Amount Percentage Orders 2,464 2,305 -158 -6.4% Net sales 2,630 1,351 -1,279 -48.6% Operating profit 122 -184 -306 - Order backlogs 4,659 4,098 ‐560 -12.0% 2,429 2,464 2,305 2,287 1,801 2,555 1,986 1,627 1,771 8,900 8,023 FY3/25 FY3/26 FY3/27 Orders Q1 Q2 Q3 Q4 2,420 2,630 1,351 2,962 2,575 2,259 2,070 3,451 2,429 11,093 9,705 FY3/25 FY3/26 FY3/27 Net sales (Millions of yen)
Page 13
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Capital investment in automotive industry remained weak across all regions 13 Segment Results: Machine Tools Net Sales by Region QoQ (Millions of yen) 38% 48% 37% 36% 40% 12% 13% 12% 12% 12% 3% 6% 6% 2% 4% 45% 32% 39% 47% 37% 2% 1% 6% 3% 1% 0% 0% 0% 0% 6% 2,630 2,575 2,070 2,429 1,351 Q1 Q2 Q3 Q4 Q1 FY3/26 FY3/27 Other Europe North America Rest of Asia China Japan
Page 14
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 14 02 | Financial Forecast
Page 15
Copyright © 2026 by FUJI CORPORATION. All rights reserved. FY3/26 results Forecast for FY3/27 Forecast released May 14, 2026 Updated forecast YoY vs. previous forecast Amount Percentage Amount Orders 207,429 211,000 256,000 +48,570 +23.4％ +45,000 Net sales 180,642 211,000 244,000 +63,357 +35.1％ +33,000 Operating profit 29,282 43,600 60,000 +30,717 +104.9％ +16,400 Operating profit ratio 16.2% 20.7% 24.6% － － － Ordinary profit 31,291 44,300 61,100 +29,808 +95.3％ +16,800 Profit attributable to owners of parent 15,733 33,000 44,000 +28,266 +179.7％ +11,000 REFERENCE Capital expenditures 11,577 11,600 11,200 -377 -3.3％ -400 Depreciation 9,508 10,200 10,200 +691 +7.3％ ±0 R&D expenses 8,514 8,400 8,600 +85 +1.0% +200 ■ The mounter market is expected to remain strong, driven mainly by AI server applications, supporting the upward revision to the full-year forecast, with record-high results expected ■ In the semiconductor sector, NXTR is gaining recognition, generating repeat demand from existing customers while expanding its customer base 15 Results Forecasts (Millions of yen)
Page 16
Copyright © 2026 by FUJI CORPORATION. All rights reserved. FY3/26 results Forecast for FY3/27 Forecast released May 14, 2026 Updated forecast YoY vs. previous forecast Amount Percentage Amount Robotic Solutions Orders 197,151 200,000 245,000 +47,848 +24.3％ +45,000 Net sales 168,737 200,000 233,000 +64,262 +38.1％ +33,000 Order backlogs 61,660 61,660 73,660 +12,000 +19.5％ +12,000 Machine Tools Orders 8,023 9,000 9,000 +976 +12.2％ ±0 Net sales 9,705 9,000 9,000 -705 -7.3％ ±0 Order backlogs 3,143 3,143 3,143 ±0 - ±0 Others Orders 2,255 2,000 2,000 -255 -11.3％ ±0 Net sales 2,199 2,000 2,000 -199 -9.1％ ±0 Order backlogs 329 329 329 ±0 - ±0 Total Orders 207,429 211,000 256,000 +48,570 +23.4％ +45,000 Net sales 180,642 211,000 244,000 +63,357 +35.1％ +33,000 Order backlogs 65,133 65,133 77,133 +12,000 +18.4％ +12,000 16 Forecast of Orders and Net Sales by Segment (Millions of yen)
Page 17
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 17 Dividends 20 35 40 40 40 40 95 30 35 40 40 40 50 95 50 70 80 80 80 90 190 27.1% 31.9% 37.7% 72.3% 66.9% 50.3% 38.0% FY3/21 FY3/22 FY3/23 FY3/24 FY3/25 FY3/26 FY3/27F Interim dividends per share (Yen) Year-end dividends per share (Yen) Dividend payout ratio
Page 18
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 18 03 | Appendix
Page 19
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 19 Company Profile Company name FUJI CORPORATION (Former company name: Fuji Machine Mfg. Co., Ltd.) Established April 1959 Headquarters 19 Chausuyama, Yamamachi, Chiryu, Aichi 472-8686 Japan Representative Joji Isozumi, President and CEO Shere capital 5,878 million yen (as of March 31, 2026) Sales 180,642 million yen (consolidated, FY3/26) Employees 3,132 (consolidated, as of March 31, 2026) Major products Electronic assembly equipment (SMT pick and place machines), machine tools, semiconductor manufacturing machines Listed stock markets Premier Market of the Nagoya Stock Exchange Prime Market of the Tokyo Stock Exchange (Securities Code: 6134)
Page 20
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 20 History 1959 2013 2018 2022200319941978 20192016 Founded Fuji Machine Mfg. Co., Ltd. Ultra high-speed chip placer - CP-6 Stock listed on the First Section of the Tokyo Stock Exchange Changed the company name to FUJI CORPORATION Formalized Fasford Technology Co., Ltd. as a subsidiary FUJI Smart Factory Platform - NXTR A model (Automation) Board assembly machine - BA Fuji Scalable Placement Platform - NXT Smart Locker System – Quist Mobility Support Robot - Hug FUJI Smart Factory Platform - NXTR S model (Standard) 2023 2024 Fuji Flexible Placement Platform - AIMEXR Completed new factory building at Okazaki Plant Multi Task CNC Lathe - ACUFLEX Electronic Assembly EquipmentMachine Tools New Business Semiconductor
Page 21
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 21 Worldwide Operations FUJI EUROPE CORPORATION GmbH Kunshan Fuji Machine Mfg. Co., Ltd. Fuji Machine China Co, Ltd. Fuji America Corporation Fuji Machine America Corporation Fuji Do Brasil Máquinas Industriais Ltda. Osaka Branch Office Toyota Plant Fasford Technology Co., Ltd. EDEC LINSEY SYSTEM Co., Ltd. ADTEK FUJI Co., Ltd. Okazaki Plant Sendai Sales Office Tokyo Branch Office FUJI LINEAR CORPORATION Headquarters FUJI INDIA CORPORATION PRIVATE LIMITED FUJI MACHINE ASIA PTE. LTD. Fukuoka Sales Office
Page 22
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Robotic Solutions 168,737 94% Machine Tools 9,705 5% Others 2,199 1% Robotic solutions accounts for 90% of sales 22 Business Overview Net sales 180,642 (FY3/26) Robotic Solutions Division SMT pick and place machines ( Mounters ) Semiconductor manufacturing machines ( Die bonders ) Lifestyle support Machine Tools Division Machine tools ( Lathes ) Mobility Support Robot Front-facing Twin Spindle Lathe Opposing Twin Spindle Lathe DB850 series DB820 Smart Locker System (Millions of yen)
Page 23
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ SMT stands for Surface Mount Technology ･･･This is the technology of accurately arranging electronic components on printed wiring boards. ■ Mounters are machines that place electronic components on the surface of the boards. ■ Fuji mounters can place up to 16 micro-sized electronic components in one second. ■ High-speed, high-precision placement down to 0.16 × 0.08 mm components. ■ Supports large, heavy AI server components (200 × 200 mm, 2.0 kg) for advanced packaging technologies, including Co-packaged optics. 23 What Are SMT Pick and Place Machines (Mounters)? Electronic component size comparison Chip-type electronic components Printed circuit boards (before placement) Printed circuit boards (after placement) Placement accuracy: ±10um Gaps between components: X = 0.05 mm Y = 0.05 mm Mounter NXTR Support for large, heavy components For illustrative purposes only.
Page 24
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Customers 24 Fuji's Involvement in Electronics Manufacturing Final products Material formation Component processing Manufacture of PCBs Product assembly *EMS: An abbreviation for Electronics Manufacturing Service, referring to companies or services that contract to manufacture products for other companies. ・Various manufacturers ・ EMS* ・ Tier 1 and Tier 2 automotive suppliers etc. Manufacturers of: ・Panels ・Component electronics ・Solder paste SMT process Print solder paste Place electronic components Heat in reflow oven Printed circuit boards (PCBs) PCB manufacturing completed Printer Reflow ovenMounters Inspection machine (AOI) Inspection machine (SPI)
Page 25
Copyright © 2026 by FUJI CORPORATION. All rights reserved. ■ Unrivaled product development, proven by our modular concept - Patent registrations in Japan and internationally: 7,000+ (as of March 31, 2026) - Awards 2014 The 6th Robot Awards organized by Japan‘s Ministry of Economy, Trade and Industry (METI) 2016 The 2016 National Invention Award, presented by the Japanese Minister of education, Culture, Sports, Science and Technology 2018 An Ichimura Prize in Industry for Excellent Achievement 25 Fuji's Strengths ■Technical strengths - Complete in-house manufacturing and development of core technologies such as motors, servos, and vision processing ■ World’s top class market share - Customers across various industries and sectors PPK s KK IV PV + 2 1 Js PG制御位置P s 制御速度PI r y ﾌｨﾙﾀ速度FF 微分器 TF ﾄﾙｸﾌｨﾙﾀ s VF ﾌｨﾙﾀ加速度FF 2s AF ﾌｨﾙﾀ位置FF PF Servo control Structural design Vision processing Wireless charging Linear motor Multiplex communication ■ Worldwide sales and service network - Supporting production by staying close with customers in each region FY3/26 Mounter Market 400+ billion yen *FFT: Fasford Technology Telecommunications 15% Computer 9% Server 15% Power supply 9% Industrial machines 4% Consumer electronics 4% Automotive 13% Semiconductor (FUJI) 11% Semiconductor (FFT*) 7% Other 13% Robotic Solutions Division Net Sales by Sector 168,737 million yen （FY3/26） Japan 9.2% China 27.4% Rest of Asia 42.7% North America 11.9% Europe 6.6% Other 2.2% Net Sales by Region 180,642 million yen （FY3/26） Sales in 60+ countries
Page 26
Copyright © 2026 by FUJI CORPORATION. All rights reserved. 26 Quarterly Results FY3/23 FY3/24 FY3/25 FY3/26 FY3/27 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Orders 42,411 45,310 26,906 27,800 27,630 28,437 28,954 31,187 24,777 25,760 32,755 40,594 43,640 43,119 56,523 64,146 85,784 Robotic Solutions 38,185 41,558 22,997 24,967 25,528 24,278 26,093 28,104 21,976 22,869 29,445 38,575 40,618 40,772 53,925 61,833 82,841 Machine Tools 3,487 2,779 3,172 2,357 1,765 3,720 2,345 2,463 2,429 2,287 2,555 1,627 2,464 1,801 1,986 1,771 2,305 Others 738 972 736 475 336 438 515 620 371 603 753 391 557 545 610 541 637 Net sales 39,233 39,436 36,791 37,865 33,054 29,503 33,110 31,391 31,051 31,907 30,607 33,821 41,521 38,021 47,748 53,351 60,597 Robotic Solutions 36,174 35,334 33,912 34,458 30,474 26,041 30,006 28,073 28,257 28,406 27,644 29,849 38,448 35,028 45,084 50,175 58,624 Machine Tools 2,215 3,109 2,074 2,862 2,179 3,030 2,582 2,664 2,420 2,962 2,259 3,451 2,630 2,575 2,070 2,429 1,351 Others 842 992 805 544 400 431 522 653 373 538 703 520 442 417 592 747 621 Order backlogs 66,771 72,645 62,759 52,695 47,271 46,205 42,048 41,845 35,571 29,425 31,573 38,346 40,465 45,563 54,338 65,133 90,320 Robotic Solutions 59,308 65,533 54,618 45,127 40,182 38,418 34,505 34,536 28,255 22,719 24,520 33,246 35,416 41,160 50,001 61,660 85,877 Machine Tools 6,917 6,586 7,684 7,179 6,765 7,456 7,219 7,018 7,028 6,353 6,650 4,825 4,659 3,885 3,801 3,143 4,098 Others 545 525 456 387 323 330 323 290 288 352 402 273 389 517 535 329 344 Operating profit 7,190 6,612 6,324 6,980 4,105 2,532 3,975 2,807 3,218 3,279 3,291 3,992 5,199 4,391 9,256 10,434 15,212 Robotic Solutions 8,181 7,703 7,490 8,023 5,320 3,782 5,342 3,875 3,986 3,996 3,888 4,478 6,178 5,419 10,337 11,686 16,508 Machine Tools - 112 - 202 - 334 4 - 246 - 180 - 291 - 68 34 181 122 400 122 93 - 55 - 268 - 184 Others - 21 - 18 98 - 97 - 57 - 43 - 9 7 - 33 - 8 - 14 - 52 - 58 - 4 22 125 19 Corporate expenses - 857 - 870 - 929 - 949 - 910 - 1,026 - 1,066 - 1,008 - 768 - 890 - 705 - 834 - 1,042 - 1,117 - 1,048 - 1,109 - 1,131 Operating profit ratio 18.3% 16.8% 17.2% 18.4% 12.4% 8.6% 12.0% 8.9% 10.4% 10.3% 10.8% 11.8% 12.5% 11.5% 19.4% 19.6% 25.1% (Millions of yen)
Page 27
Copyright © 2026 by FUJI CORPORATION. All rights reserved. Important Note about This Document When we were preparing this material, we were careful to ensure accuracy, but we do not guarantee completeness. We accept no lia bility whatsoever for problems or damages that may arise as a result of the information in this document. Performance forecasts and future predictions in this document are the results of estimates based on the information available at the time of the preparation of this document, and therefore include an element of risk and uncertainty. As a result, due to various factors s uch as changes in the business environment, actual results may differ significantly from the forecasts, outlook, and forward - looking statements mentio ned or described. Contact FUJI CORPORATION / Investor relations team E - mail ： irsr@fuji.co.jp Website ： https://www.fuji.co.jp/en/ir/ 27
Page 28
This material and all of its content is copyright of FUJI CORPORATION. All rights reserved. Any redistribution or reproduction of part or all of this content without the expressed permission of FUJI CORPORATION is strictly prohibited.