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パチンコ で 、 ∽∽ 笑颜 。 Good luck . Good life . SANKYO Presentation on Business Results For the First Quarter of FY 3/2027 ( April 1 , 2026 to June 30 , 2026 ) SANKYO CO . , LTD . Prime Market of the TSE # 6417 August 6 , 2026 SANK NKYO
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© SANKYO CO., LTD. CONTENTS 2 01 SECTION 02 SECTION 03 Appendix SECTION 04 SECTION Overview of Financial Results Overview of Financial Results Overview of Business Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO
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Overview of Financial Results © SANKYO CO., LTD. 3 Consolidated Financial Results Net Sales 33,571 million yen Operating Income 10,496 million yen （ YoY -39.2％ ） （ YoY-56.0％） Net Income attributable to owners of parent 8,074 million yen Net Income per share (EPS) 40.88 yen FY 3/2026 1Q 55,185 million yen FY 3/2026 1Q 23,851 million yen The progress against the earnings forecast of full year has been steadily good, despite decreases in net sales and profit compared with the same period of the previous year due to decreases in sales volumes of pachinko and pachislot machines. Decided to change dividend policy (strengthening shareholder returns), introducing DOE standard alongside an increase in payout ratio. (For details, please refer to P. 20.) Pachinko Machines Business Net Sales 22,197 million yen 9,022 million yen Operating Income Sales of Unit 50,059 unit Pachislot Machines Business Ball Bearing Supply Business ≪ Results of Operations by Segment ≫ Sales composition 66.1％ （ YoY -39.5％） （ YoY -48.9％） Net Sales 8,274 million yen 2,943 million yenOperating Income （ YoY -45.0％） （ YoY -61.7％） Sales composition 24.6％ Net Sales 2,995 million yen 175 million yenOperating Income （ YoY -10.2％） （ YoY -24.9％） Sales composition 8.9％ （ YoY -36.9％） Sales of Unit 16,880 unit （ YoY -52.6％） FY 3/2026 1Q 17,447 million yen （ YoY-53.7％） （ YoY-39.48 yen）
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Overview of Financial Results © SANKYO CO., LTD. 4 Summary of Financial Results by Segment ≪Pachinko Machines Business≫ Financial Results for the First Quarter of FY 3/2027 Net Sales 22.1 billion yen The Group launched titles subject to the “SANKYO YELL PRICE” policy, and “e Tokyo Ghoul Chōdeka Chō Ichigeki ver.,” a new-spec version of “e Tokyo Ghoul,” has gained high popularity. ≪Pachislot Machines Business≫ Financial Results for the First Quarter of FY 3/2027 50,059 units 190 Parlor operators became increasingly cautious in selecting new machines against a backdrop of sluggish machine utilization, and total sales volume fell below the level of the same period of the previous fiscal year. 180 Against a backdrop of solid machine utilization, parlor operators’ purchasing demand remained stable. Three 9.0 billion yen （ YoY -39.5％ ） FY3/2027 (April to June, 2026) Net Sales 8.2 billion yen The Group launched the new titles “Ｌ Pachislot MOBILE SUIT GUNDAM UNICORN Awakening DRIVE” and responded to the needs for the manufacture of additional units of “L Pachislot ENN ENN NO SHOUBOUTAI 2,” which maintained strong machine utilization. 16,880 units One 2.9 billion yen （ YoY -45.0％ ） （ YoY -48.9％ ） （ YoY -36.9％ ） （ YoY -61.7％ ） （ YoY -52.6％ ） Number of New Titles Operating Income Sales of Unit Sales of Unit Number of New Titles Operating Income ≪Pachinko Market≫ ≪Pachislot Market≫ FY3/2026 (April to June, 2025) 210 thousand units thousand units thousand units （Reused models etc.：Three） （Increased Production：One） FY3/2027 (April to June, 2026) FY3/2026 (April to June, 2025) 170 thousand units
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© SANKYO CO., LTD. Overview of Financial Results Million yen FY 3/2026 1Q FY 3/2027 1Q YoY FY 3/2027 Forecast Net Sales 55,185 33,571 -21,614 -39.2% 174,000 Pachinko Machines Business 36,712 22,197 -14,515 -39.5% 98,300 Pachislot Machines Business 15,037 8,274 -6,763 -45.0% 62,100 Cost of Sales 21,289 13,297 -7,992 -37.5% 73,000 Gross Profit 33,896 20,274 -13,622 -40.2% 101,000 Percentage 61.4% 60.4% -1.0pt 58.0% SG & A Expenses 10,044 9,777 -267 -2.7% 45,000 Operating Income 23,851 10,496 -13,355 -56.0% 56,000 Percentage 43.2% 31.3% -12.0pt 32.2% Pachinko Machines Business 17,644 9,022 -8,622 -48.9% 34,400 Pachislot Machines Business 7,686 2,943 -4,743 -61.7% 28,900 Recurring Income 24,391 11,108 -13,283 -54.5% 58,000 17,447 8,074 -9,373 -53.7% 40,000 Net Income attributable to owners of parent 5 Summary of Financial Results
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© SANKYO CO., LTD. Overview of Financial Results 6 Progress against the Forecasts of Financial Results FY 3/2027 Net Sales Operating Income Recurring Income Sales of pachinko machines 50,059 Sales of pachislot machines Net Income 16,880 10,496 11,108 8,074 19.3% 33,571 (Million yen) attributable to owners of parent Progress Business Results For the First Quarter of FY 3/2027 (Units) 18.7% 19.2% 20.2% 22.2% 13.3% Progressing well in line with the earning forecasts (Net sales and profit) ✓ Progress in line with full-year plan expectations, taking into account the planned title launches and sales volume allocation, although progress remained at around 20%. ✓ Major pachinko and pachislot titles scheduled for launch from 2Q onward, aiming to secure steady progress. (Sales units of pachinko machines) ✓ 1Q progressed smoothly, with the launch of three new titles and strong popularity of “e Tokyo Ghoul Chōdeka Chō Ichigeki ver.,” a new-spec version of “Tokyo Ghoul.” ✓ 2Q is expected to continue progressing smoothly, with the launch of “e Fever MOBILE SUIT GUNDAM SEED CLIMAX” and additional production of multiple titles. (Sales units of pachislot machines) ✓ 1Q progressed as planned, with the launch of one new title and additional production of one title maintaining strong performance. ✓ 2Q aims to secure steady progress, with the launch of two new titles scheduled, including the second hit title, “L Pachislot Karakuri Sākasu 2.” 56,000 58,000 40,000 174,000 225,500 127,000
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© SANKYO CO., LTD. Overview of Financial Results 55,185 33,571 -14,515 -6,763 -342 +7 Million yen FY 3/2026 1Q FY 3/2027 1Q YoY Net Sales 55,185 33,571 -21,614 -39.2% Pachinko Machines Business 36,712 22,197 -14,515 -39.5% Pachislot Machines Business 15,037 8,274 -6,763 -45.0% Ball Bearing Supply Business 3,337 2,995 -342 -10.2% Other Business 97 104 +7 +7.2% 7 Factors of Change in Consolidated Net Sales （Million yen） FY3/2026 1Q FY3/2027 1Q Pachinko Machines Business Pachislot Machines Business Ball Bearing Supply Business Other Business YoY -21,614 million yen （-39.2%）
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© SANKYO CO., LTD. Overview of Financial Results 23,851 10,496 -9,117 -4,446 -59 -88 +497 -45 +16 -113 Million yen FY 3/2026 1Q FY 3/2027 1Q YoY SG & A Expenses 10,044 9,777 -267 -2.7% 709 797 +88 +12.4% Sales Commission 1,737 1,240 -497 -28.6% R&D Expenses 4,586 4,631 +45 +1.0% Salaries & Wages 713 697 -16 -2.2% Advertising Expenses 8 Factors of Change in Consolidated Operating Income／Costs and Expenses FY3/2026 1Q FY3/2027 1Q YoY -13,355 million yen （-56.0%） Pachinko Machines Business Pachislot Machines Business Advertising expenses increases Sales commission decreases R&D expenses increases Other factors Ball Bearing Supply Business Salaries & Wages decreases （Million yen）
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© SANKYO CO., LTD. Overview of Financial Results Million yen As of 31-Mar-26 As of 30-Jun-26 Change 229,956 229,892 -64 Quick assets 204,423 194,480 -9,943 57,501 57,719 +218 6,351 6,728 +377 Total assets 287,458 287,611 +153 27,817 28,931 +1,114 9,484 9,542 +58 Total liabilities 37,302 38,473 +1,171 Total net assets 250,155 249,137 -1,018 287,458 287,611 +153 Decreases due to payments of dividends Addition of net income Deduction of cash dividends paid Main Factors of Change Investment securities Total liabilities and total net assets Total current assets Total fixed assets Total current liabilities Total long-term liabilities 9 Summary of Balance Sheet
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© SANKYO CO., LTD. 10 CONTENTS 01 SECTION 02 SECTION 03 SECTION 04 SECTION Appendix Overview of Financial Results Overview of Business Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Overview of Business
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© SANKYO CO., LTD. Overview of Business 36,712 22,197 -8,697 -1,524 -4,583 +384 -95 Sales volume of Bisty-brand pachinko machines decreases. Million yen FY 3/2026 1Q FY 3/2027 1Q YoY Net Sales 36,712 22,197 -14,515 Operating Income 17,644 9,022 -8,622 Percentage 48.1% 40.6% Units Machines sales 79,361 50,059 -29,302 SANKYO 49,501 29,988 -19,513 Frame 23,400 971 -22,429 Gauge 26,101 29,017 +2,916 Bisty 29,860 20,071 -9,789 Frame 21,666 7,181 -14,485 Gauge 8,194 12,890 +4,696 11 Pachinko Machines Business ≪Factors of Change in Net sales≫ FY 3/2026 1st Quarter (Apr-Jun) FY 3/2027 1st Quarter (Apr-Jun) Sales volume of SANKYO- brand pachinko machines decreases. Unit price of SANKYO-brand pachinko machines decreases. ≪Data≫（Million yen） YoY -14,515 million yen （-39.5%） Unit price of Bisty-brand pachinko machines increases. Other factors
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© SANKYO CO., LTD. Overview of Business 12 Pachinko Machines Business≪ Lineup ≫ 50,059 units - units ©ゆでたまご・東映アニメーション ©サンライズ ©LEVEL-5/妖怪ウォッチプロジェクト・テレビ東京 ©萩原一至/集英社・BASTARD!! 製作委員会 Progress 22.2% FY 3/2027 Forecast 225,500 units - Q1 Results - ※ Introduction of titles is in line with the current plan to date, but may be subject to changes. 50,059 units Reused Models etc. Three Sales of Unit Three New Title Three Three P/eフィーバーうたわれるもの e Fever DEAD MOUNT DEATH PLAY Konshin 9000 Fever Queen Ⅱ x 3 x 1 e Fever Kinnikuman e Tokyo Ghoul e Tokyo Ghoul Chōdeka Chō Ichigeki ver. e Fever MOBILE SUIT GUNDAM SEED CLIMAX NEON GENESIS EVANGELION -Memories of the beginning- （Increased production） ｅ Assault Lily P/e Fever BLUE LOCK Light ver. e Fever Yo-Kai Watch （Increased production） e Fever ENN ENN NO SHOUBOUTAI 2 99ver. NEON GENESIS EVANGELION -319 RED- P HANE BASTARD!! -Ankoku no Hakaishin-
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© SANKYO CO., LTD. New Model Highlights 13 Launch of Pachinko Title “e Fever Yo-Kai Watch” ✓ Game effects that leverage the appeal of “Yo-Kai Watch” • The original “Yo-Kai Watch” series is a major franchise that became a nationwide social phenomenon in Japan, starting with the release of the first game in 2013, and the game series has sold over 18.5 million units worldwide in total. • In addition to popular signature songs from “Yo-Kai Watch,” such as “Yo-kai Exercise No. 1” and “Gera Gera Po Song,” the machine features original pachinko tracks. ©LEVEL-5/妖怪ウォッチプロジェクト・テレビ東京 ✓ Tie-up with “Yo-Kai Watch,” a blockbuster content that has become a social phenomenon. • By combining powerful and beautiful battle visuals with highly immersive sound, the machine delivers the unique appeal of a “pachinko-style Yo-Kai Watch” experience. • By tying up with the hit content “Yo-Kai Watch,” we aim to appeal primarily to younger users and enhance recognition.
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© SANKYO CO., LTD. Overview of Business 15,037 8,274 -733 +381 -6,732 +364 -43 Million yen FY 3/2026 1Q FY 3/2027 1Q YoY Net Sales 15,037 8,274 -6,763 Operating Income 7,686 2,943 -4,743 Percentage 51.1% 35.6% Units Machines sales 35,575 16,880 -18,695 SANKYO 7,887 6,456 -1,431 Bisty 27,688 10,424 -17,264 14 Pachislot Machines Business （Million yen）≪Factors of Change in Net sales≫ ≪Data≫ Sales volume of SANKYO- brand pachislot machines decreases. Sales volume of Bisty- brand pachislot machines decreases. Unit price of Bisty-brand pachislot machines increases. Other factors Unit price of SANKYO- brand pachislot machines increases. YoY -6,763 million yen （-45.0%） FY 3/2026 1st Quarter (Apr-Jun) FY 3/2027 1st Quarter (Apr-Jun)
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© SANKYO CO., LTD. Overview of Business 15 Pachislot Machines Business≪ Lineup ≫ © 創通・サンライズ © Bisty ©Fields 原作／藤田和日郎「からくりサーカス」（小学館少年サンデーコミックス刊） / ©藤田和日郎・小学館／ツインエンジン Licensed by Sony Music Labels Inc. © 宮島礼吏／講談社 © 宮島礼吏・講談社／「彼女、お借りします」製作委員会 © 宮島礼吏・講談社／ 「彼女、お借りします」製作委員会 2022 TM & © TOHO CO., LTD. © カラー © Bisty ©Fields 16,880 units - units Increased production One One New Title One One 16,880 units 13.3% FY 3/2027 Forecast 127,000 units Progress Sales of Unit ※ Introduction of titles is in line with the current plan to date, but may be subject to changes. - Q1 Results - Ｌ Pachislot MOBILE SUIT GUNDAM UNICORN Awakening DRIVE (Increased production) L Pachislot ENN ENN NO SHOUBOUTAI 2 x 3 x 1 L Pachislot Karakuri Sākasu 2 L Pachislot Kanojo, Okarishimasu Ｌ Pachislot Godzilla vs EVANGELION 2
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© SANKYO CO., LTD. Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO 16 CONTENTS 01 SECTION 02 SECTION 03 SECTION 04 SECTION Appendix Overview of Financial Results Overview of Business Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO
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© SANKYO CO., LTD. Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO 1,055 840 857 802 700 0 300 600 900 1,200 1,500 FY3/2023 FY3/2024 FY3/2025 FY3/2026 FY3/2027 17 Pachinko Market ✓ Parlor operators became increasingly cautious in selecting new machines against a backdrop of sluggish machine utilization, and total sales volume fell below the level of the same period of the previous fiscal year. ≪Sales Volume≫ ✓ Products with a wider variety of gaming features have been gradually increasing in number, and we expect this more diverse lineup to stimulate the market. （Thousand units） ≪Market Environment≫ ※ Estimates of SANKYO 700 FY3/2027 (April 1, 2026 to March 31, 2027) Sales volume forecast thousand units FY3/2027 （April to June, 2026） 190 YoY Approx.-12% thousand units Total number of units sold
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© SANKYO CO., LTD. Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO 18 Pachislot Market ✓ Machine utilization is growing slowly but steadily. ✓ Against a backdrop of solid machine utilization, parlor operators’ purchasing demand remained stable. ≪Sales Volume≫ ≪Market Environment≫ 750 FY3/2027 (April 1, 2026 to March 31, 2027) Sales volume forecast thousand units FY3/2027 （April to June, 2026） 180 YoY Approx.+2% thousand units Total number of units sold（Thousand units） Source: Yano Research Institute ※FY3/2026・FY3/2027：Estimate of SANKYO （2 titles sold 20,000 units or more. ） 698 781 698 700 750 0 200 400 600 800 1,000 FY3/2023 FY3/2024 FY3/2025 FY3/2026 FY3/2027
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© SANKYO CO., LTD. Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO 19 Initiatives of SANKYO in The Pachinko and Pachislot Machine Markets Pachinko Machines Business：Aim to achieve the top share for five consecutive years in the pachinko market. 1Q From 2Q onward Pachislot Machines Business：Aim to solidify its position in the top share group in the pachislot market. ✓ Launch of mainstay pachinko and pachislot titles ✓ Vigorous release of new tie-up machines ✓ Start of the “SANKYO YELL PRICE” policy • Launch of titles subject to the “SANKYO YELL PRICE” policy to revitalize the pachinko market ✓ Launch of “e Tokyo Ghoul Chōdeka Chō Ichigeki ver.,” a new-spec version of “e Tokyo Ghoul” • The Group launched “e Tokyo Ghoul Chōdeka Chō Ichigeki ver.,” a new-spec version of “e Tokyo Ghoul,” which continues to enjoy overwhelming popularity even now, more than a year after its debut in April of last year, and the new model has gained high popularity. • The latest title in the pachinko machine “MOBILE SUIT GUNDAM” series, “e Fever MOBILE SUIT GUNDAM SEED CLIMAX,” was released in August. • The second title of the pachislot machine “L Pachislot Karakuri Sākasu 2,” the previous model of which was popular for a long time, was released in July. • Release of “e Fever YO-KAI WATCH” in October. • Release of “ｅ Assault Lily” in September. “e Fever Kinnikuman” “e Fever DEAD MOUNT DEATH PLAY Konshin 9000”
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© SANKYO CO., LTD. Return of Profits to Shareholders 20 Decided to change dividend policy (strengthening shareholder returns) Increased payout ratio and newly introduced DOE Reflects profit growth when performance is strong and provides downside support through DOE when performance weakens, therebyachieving both stronger returns and greater dividend stability Existing (before change) New policy (after change) Basic policy Payout ratio of 40% Payout ratio of 50% or DOE of 5%, whichever is higher Lower limit of dividends 20 yen per share DOE 5% (guideline for lower limit) + dividend forecast announced at the beginning of the fiscal year, in principle 12 30 40 45 5018 50 60 45 50 18.6% 39.3% 40.7% 39.5% 39.5% 49.4% 0 20 40 60 80 100 120 140 FY3/2023 FY3/2024 FY3/2025 FY3/2026 FY3/2027 FY3/2027 *Figures are after taking into account the 1-for-5 share split implemented on March 1, 2024. Interim Year-end 30 (Previous forecast) 80 100 100 yen 90 Annual dividends Trend 80 (Revised forecast) [About the annual dividend level] (1) Net income × 50% (payout ratio) (2) Consolidated net assets × 5% (DOE) - Annual dividend: whichever is higher of (1) and (2) - The dividend forecast announced at the beginning of the fiscal year will, in principle, be maintained - If performance exceeds expectations, adjustments will be made through the year-end dividend - The interim dividend will be based on a guideline of 1/2 of the annual dividend forecast announced at the beginning of the fiscal year [Objectives of the dividend policy change] ・Strengthening returns：increase in payout ratio (40% → 50%) ・Improving stability：clarified downside support through introduction of DOE ・Rising lower limit：the lower limit rises automatically as net assets grow ・Commitment to the initial dividend forecast： in principle, no dividend reduction during the fiscal year
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© SANKYO CO., LTD. Acquisition of Business Number of employees：SAN ART to take on more than 100 employees Strengthening of development structure, product capabilities, and technological capabilities through the integration of personnel and technology Name ：SAN ART CO., LTD. Date of Establishment ：June 12, 2026 【Establishment of Subsidiary】(Announced on June 5, 2026） Scale of target business： 【Outline of the business acquisition】(Announced on July 15, 2026） 21 Seller：Data Art, Inc. Details of the business acquired： Planning and production of effect control software and video content for pachinko and pachislot machine development; development and design of pachinko and pachislot machine components Date of business acquisition：July 31, 2026 (Operating results for FY5/2025) Net sales 8 ,942 million yen Operating income 583 million yen Purchase price：1.93 billion yen (cash payment) Following the establishment of SAN ART and the acquisition of Data Art’s business, the Company has integrated over 100 specialized personnel and know-how, which is expected to significantly strengthen its product development structure and further enhance the Group’s development capabilities through synergies. ※For this news release, please refer to our website: https://www.sankyo-fever.co.jp/corporate/ir/timely.html
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© SANKYO CO., LTD. “KUGITAMA” project 22 Real Initiatives：Holding an experiential pop-up event 【Event overview】 Dates：Saturday, August 29, 2026 – Sunday, September 6, 2026 Location：MIYASHITA PARK Park in Park 【Event concept】 ・An experiential pop-up store to enjoy in Shibuya this summer ・Developed as a place for “play, trying one’s luck, and entertainment experiences.” 【Purpose of the event】 By having visitors intuitively experience the fun of a game that is realized with the simple mechanism of pins and balls, we aim to make them aware of the world and value of the “KUGITAMA” project and thereby increase its recognition. Approaching new fans through pop-up event as part of the “KUGITAMA” Project The “KUGITAMA” project is an initiative to communicate to society the original appeal of pachinko that lies in its simple combination of pins and balls. Through this project, we aim to curb the decline in the number of players and pass down pachinko—an easy-to-enjoy form of popular entertainment—to the next generation. https://www.kugitama.sankyo-fever.jp KUGITAMA
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© SANKYO CO., LTD. “KUGITAMA” project First Product Initiative – launch of “P HANE BASTARD!! -Ankoku no Hakaishin-” ©萩原一至/集英社・BASTARD!! 製作委員会 23 ✓ Release under a low-price rental plan In line with the project concept of showcasing the fun created by “pins and balls,” this machine returns to the origins of pachinko as a traditional “Hanemono” type, and is designed to be enjoyed by a wide range of players—from younger users experiencing a Hanemono machine for the first time to long-time fans from earlier generations. This machine is scheduled to be offered under the low-price rental plan “KUGITAMA YELL Plan” from 20,000 yen per month (excluding tax, planned). ✓ “KUGITAMA” Project: First Product Initiative “KUGITAMA YELL Plan” Start : From November 2026 Target products : New “Hanemono” type machines Rental fee : From 20,000 yen per month (excluding tax, planned) Along with providing introduction schemes that are easy for pachinko operators to operate, we will work hand in hand with them to create an environment where even beginners can experience the true enjoyment of pachinko on a modest budget, thereby striving to contribute to an increase in pachinko fans.
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© SANKYO CO., LTD. “KUGITAMA” project ×Game Center Tanpopo: Collaboration event held 24 From May 14 to June 2, 2026, we held a collaboration event with the “KUGITAMA” project titled “Has KUGITAMA Taken Over Game Center Tanpopo!? Presented by SANKYO” at “Game Center Tanpopo” in Fussa City, Tokyo, which attracted over 1,000 visitors. 【Purpose of the event】 ◆ Provide a playing experience. Provide users with a hands-on experience of pachinko’s original fun, created by pins and balls, through retro “Hanemono” machines. ◆ Expansion of awareness and cultivation of anticipation. Expansion of awareness of KUGITAMA through events, in-store decorations, and handouts. ◆ Marketing Collection of data on current awareness levels and opinions on future initiatives through visitor questionnaires. 【Event details】 • Installed 20 SANKYO retro “Hanemono” pachinko machines at Game Center Tanpopo. • Changed the in-store decorations and handouts to the “KUGITAMA Project” design.
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© SANKYO CO., LTD. “KUGITAMA” project 25 Digital Initiatives：Three additional simulator games were added, bringing the total to 10 titles. As part of the “KUGITAMA” project, we are implementing digital initiatives and are offering simulator games that allow users to play nostalgic “hanemono” machines for free on smartphones and PCs. In October 2025, we released the first simulator game, and now, as the fourth installment, we have added three new titles—“JAZZ MEN II,” “RESCUE CATCHER I,” and “GANKO OYAJI II”—bringing the total lineup to ten titles. As of the end of July 2026, the games have been played approximately 90,000 times. ※Please note that customers are responsible for any costs related to purchasing the device used for play, as well as for any data or communication charges. JAZZ MENⅡ RESCUE CATCHERⅠ GANKO OYAJIⅡ ※Please try the simulator games from the following URL https://www.kugitama.sankyo-fever.jp/#game Simulator Game 4th Additional Model (Released on July 29, 2026)
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© SANKYO CO., LTD. Product promotion POP-UP shop rollout in conjunction with the introduction of “e Fever MOBILE SUIT GUNDAM SEED CLIMAX” ✓ In conjunction with the introduction of the latest title in the Pachinko MOBILE SUIT GUNDAM series, “e Fever MOBILE SUIT GUNDAM SEED CLIMAX,” POP-UP SHOPS have been held at three locations nationwide. ✓ Boost interest in the machine’s rollout through on-site displays of the actual machine and sales of collaboration merchandise. ✓ By continuing these initiatives after the machine’s introduction, we support pachinko parlors in promoting machine utilization. ✓ “e Fever MOBILE SUIT GUNDAM SEED CLIMAX” was introduced in early August. 26
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© SANKYO CO., LTD. Initiatives to Create New IP Our co-produced manga “Mietemasuyo! Aizawa-san” has been nominated for a manga award. ※The results are scheduled to be announced on September 16, 2026 • The “Next Manga Awards” accept entries of manga titles that users think will be “the next big hit,” and from among the submitted works, those with particularly high popularity are selected as nominated titles. • Many of the past winners of the “Next Manga Awards” have gone on to become major hits. © 棘尾どろしー／キルタイムコミュニケーション © SANKYO © 棘尾どろしー／キルタイムコミュニケーション © SANKYO 27 ✓ Our co-produced manga “Mietemasuyo! Aizawa-san” has been nominated in the Web Manga category of the “Next Manga Awards 2026.”
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© SANKYO CO., LTD. New Business Initiatives Launch of SANKYO’s official merchandise website “FEVER STORE” ✓ Since March this year, we have been operating the official SANKYO merchandise online store “FEVER STORE.” ✓ By offering IP tie-up merchandise, we create touchpoints not only with existing fans but also with new fan segments. SANKYO NEO STELLA frame Replica V-Controller FEVER STORE https://fever-store.com/ 28
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© SANKYO CO., LTD. New Business Initiatives Deployment of ARG (Alternate Reality Game) content ✓ ARG content refers to “Alternate Reality Games,” which are also known as “everyday-life-invading games.” • We will exhibit at TOKYO GAME SHOW 2026 under our ARG brand “6417 Brand.” ✓ We are working with creators involved in ARG to produce and roll out content, aiming to create popular IP and expand it across multiple fields. • We aim to raise awareness of and promote ARG content. • This ARG is a new type of everyday-life-invading games in which the story unfolds from save data left inside the game cartridge “Tsunenaru Hikari to Tomo ni,” once owned by a certain individual. • By using information found on the internet together with the game on this cartridge, players are led to uncover the hidden truth behind the game. ©第四境界 ©第四境界 / 6417 ©SIM3 ©6417 ©Katunari Mano/Kuroobi ©第四境界 / 6417 ※ The “Hito no ○○ Series” and “Hito no Game Cartridge” are products of Daiyon -Kyokai. 29 At TOKYO GAME SHOW 2026, we will exhibit our ARG titles “Kagami no Tokushu Shōnen Kōsei Shisetsu” and “A Study on Seiko Kamioka (provisional name).” As the latest title in the “Hitono Series,” released the ARG game “Tsunenaru Hikari to Tomo ni” under the name “Hito no Game Cartridge.”
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© SANKYO CO., LTD. Sustainability Human capital initiatives：Increasing the starting salary for university graduates to 310,000 yen. ✓ From the starting salaries of new graduates joining the company in 2027, we will raise the monthly starting salary by 10,000 yen from the previous level to 310,000 yen. By setting it at a top-class level in the industry, we aim to secure highly talented personnel. ✓ We place importance on building a foundation that enables each employee to fully demonstrate their abilities, and are compreh ensively enhancing measures covering “compensation,” “systems,” and the “work environment.” Main initiatives to enhance human capital value 【Initiatives to achieve sustainable growth】 ①Increase in starting salary for university graduates ②Enhancement of employee benefits programs • Diversification of pachinko and pachislot machines in the market (mechanisms, game features, etc.) • Developing gaming machines that anticipate market needs, based on changes in the business environment. We position our human resources strategy as one of our key management priorities and strive both to secure outstanding talent with advanced expertise, logical thinking skills, and strong communication abilities, and to further enhance the motivation and performance of our existing employees. Challenges 30 Introduced a selectable benefits program, the “Good Life Point System (cafeteria plan).” Each employee is granted points equivalent to 36,000 yen per year. This benefits program allows employees to use these points freely for health maintenance, leisure, self-development, shopping, and more, in line with their individual needs and lifestyles. ポイント制度
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© SANKYO CO., LTD. Sustainability Evaluation by ESG rating agencies and inclusion in ESG indices ✓ We have been selected as a constituent of multiple ESG indices constructed by FTSE Russell, a global ESG rating agency. This selection indicates that our initiatives in ESG and sustainability are being evaluated at a certain standard. Continued inclusion in these indices is expected to enhance our recognition as an investment target among domestic and overseas institutional investors that place importance on ESG. June 2025 Selected for the first time as a constituent of the “FTSE JPX Blossom Japan Sector Relative Index.” June 2026 Selected for the first time as a constituent of the “FTSE4Good Index Series” and ” FTSE JPX Blossom Japan Index.” ※FTSE Russell confirms that SANKYO CO., LTD. has been independently assessed according to the index criteria, and has satisfied the requirements to become a constituent of the FTSE JPX Blossom Japan Sector Relative Index. The FTSE JPX Blossom Japan Sector Relative Index is used by a wide variety of market participants to create and assess responsible investment funds and other products. ※FTSE Russell confirms that SANKYO CO., LTD. has been independently assessed according to the index criteria, and has satisfied the requirements to become a constituent of the FTSE JPX Blossom Japan Index. Created by the global index and data provider FTSE Russell, the FTSE JPX BlossomJapan Index is designed to measure the performance of companies demonstrating specific Environmental, Social and Governance (ESG) practices. The FTSE JPX BlossomJapan Index is used by a wide variety of market participants to create and assess responsible investment funds and other products. ※FTSE Russell (the trading name of FTSE International Limited and Frank Russell Company) confirms that SANKYO CO., LTD. has been independently assessed according to the FTSE4Good criteria, and has satisfied the requirements to become a constituent of the FTSE4Good Index Series. Created by the global index provider FTSE Russell, the FTSE4Good Index Series is designed to measure the performance of companies demonstrating strong Environmental, Social and Governance (ESG) practices. The FTSE4Good indices are used by a wide variety of market participants to create and assess responsible investment funds andother products. 31
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© SANKYO CO., LTD. 32 CONTENTS 01 SECTION 02 SECTION 03 SECTION 04 SECTION Appendix Overview of Financial Results Overview of Business Surroundings of Pachinko and Pachislot Industry, and Initiatives of SANKYO Appendix
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© SANKYO CO., LTD. Appendix FY 3/2027 Forecast FY 3/2025 FY 3/2026 Consolidated:million yen Q1 YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Net Sales 33,571 -21,614 174,000 42,210 48,519 62,971 38,121 191,821 55,185 45,224 61,401 17,401 179,211 Pachinko 22,197 -14,515 98,300 17,866 20,115 42,231 27,513 107,725 36,712 38,141 37,010 7,946 119,809 Pachislot 8,274 -6,763 62,100 16,610 22,590 16,075 8,187 63,462 15,037 2,297 18,496 7,605 43,435 Ball Bearing Supply 2,995 -342 13,200 7,592 5,693 4,560 2,316 20,161 3,337 4,689 5,765 1,746 15,537 Other Business 104 +7 400 140 121 106 105 472 97 96 131 104 428 Cost of Sales 13,297 -7,992 73,000 17,127 19,389 26,171 16,805 79,492 21,289 19,582 26,559 7,111 74,541 Gross Profit 20,274 -13,622 101,000 25,083 29,129 36,800 21,316 112,328 33,896 25,641 34,842 10,291 104,670 SG & A Expenses 9,777 -267 45,000 7,810 10,114 10,646 10,153 38,723 10,044 10,455 12,156 9,530 42,185 Operating Income 10,496 -13,355 56,000 17,273 19,015 26,154 11,163 73,605 23,851 15,187 22,686 760 62,484 Pachinko 9,022 -8,622 34,400 8,118 7,723 17,914 10,060 43,815 17,644 17,667 14,525 (450) 49,386 Pachislot 2,943 -4,743 28,900 9,729 13,543 9,323 3,091 35,686 7,686 (946) 9,453 2,731 18,924 Ball Bearing Supply 175 -58 1,000 600 474 331 58 1,463 233 385 408 80 1,106 Other Business 30 +1 200 46 38 53 44 181 29 54 55 54 192 Elimination/Corporate (1,676) +66 (8,500) (1,222) (2,762) (1,467) (2,091) (7,542) (1,742) (1,974) (1,754) (1,655) (7,125) Recurring Income 11,108 -13,283 58,000 17,575 19,165 26,447 11,400 74,587 24,391 15,558 23,028 1,014 63,991 Extra ordinary Gains 0 0 0 0 0 540 0 540 0 0 0 1 1 Extra ordinary Losses 0 0 0 1 113 9 1 124 0 0 0 67 67 Net Income 8,074 -9,373 40,000 12,503 13,732 19,273 8,484 53,992 17,447 11,326 16,625 1,354 46,752 EPS: yen 40.88 -39.48 202.52 245.93 80.36 227.65 Machines sales: units Pachinko 50,059 -29,302 225,500 40,035 43,627 84,041 56,794 224,497 79,361 80,925 72,782 18,566 251,634 SANKYO 29,988 -19,513 145,500 37,930 39,133 43,886 48,364 169,313 49,501 62,987 27,104 9,932 149,524 Bisty 20,071 -9,789 80,000 2,105 4,494 40,155 8,430 55,184 29,860 17,938 45,678 8,634 102,110 Pachislot 16,880 -18,695 127,000 35,158 45,591 32,896 17,723 131,368 35,575 5,337 35,399 14,259 90,570 SANKYO 6,456 -1,431 82,000 27,579 44,554 29,128 10,283 111,544 7,887 2,155 35,399 14,259 59,700 Bisty 10,424 -17,264 45,000 7,579 1,037 3,768 7,440 19,824 27,688 3,182 0 0 30,870 33 Business Results for the First Quarter of FY 3/2027
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© SANKYO CO., LTD. Appendix FY 3/2027 Forecast FY 3/2025 FY 3/2026 Consolidated:million yen Q1 YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Sales Commission 1,240 -497 5,778 638 853 2,738 727 4,956 1,737 1,127 3,141 598 6,603 Advertising Expenses 797 +88 3,063 656 917 308 814 2,695 709 399 723 569 2,400 R&D Expenses 4,631 +45 22,764 3,789 4,590 4,838 5,242 18,459 4,586 5,681 5,542 5,750 21,559 Salaries & Wages 697 -16 3,481 734 1,084 1,221 1,055 4,094 713 758 1,214 656 3,341 Others 2,412 +113 9,914 1,993 2,670 1,541 2,315 8,519 2,299 2,490 1,536 1,957 8,282 Consolidated: million yen Capital Expenditure 608 -160 5,881 728 1,178 705 1,394 4,005 768 14,076 871 1,226 16,941 Depreciation&Amortization 739 +196 3,849 440 634 799 927 2,800 543 682 825 981 3,031 Consolidated No. of Employees 922 +12 902 900 894 895 886 886 910 908 901 895 895 No. of R&D Staff 784 +500 296 272 270 271 269 269 284 281 281 280 280 Indirect Sales Ratio SANKYO Pachinko 14.7% +0.3pt 15.5% 16.0% 15.6% 15.1% 15.5% 15.5% 14.4% 15.1% 15.3% 15.4% 15.4% SANKYO Pachislot 11.6% -9.5pt 20.5% 22.2% 21.8% 21.2% 21.1% 21.1% 21.1% 22.0% 20.9% 20.5% 20.5% FY 3/2027 Forecast FY 3/2025 FY 3/2026 Consolidated Q1 YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY GP Margin 60.4% -1.0pt 58.0% 59.4% 60.0% 58.4% 55.9% 58.6% 61.4% 56.7% 56.7% 59.1% 58.4% OP Margin 31.3% -12.0pt 32.2% 40.9% 39.2% 41.5% 29.3% 38.4% 43.2% 33.6% 36.9% 4.4% 34.9% 34 Margin / Expenses etc. Expenses etc. GP Margin/OP Margin
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© SANKYO CO., LTD. Appendix FY 3/2027 Forecast FY 3/2025 FY 3/2026 Consolidated:million yen Q1 YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Net Sales 22,197 -14,515 98,300 17,866 20,115 42,231 27,513 107,725 36,712 38,141 37,010 7,946 119,809 Operating Income 9,022 -8,622 34,400 8,118 7,723 17,914 10,060 43,815 17,644 17,667 14,525 (450) 49,386 Percentage 40.6% -7.4pt 35.0% 45.4% 38.4% 42.4% 36.6% 40.7% 48.1% 46.3% 39.2% (5.7%) 41.2% Machines sales: units Pachinko 50,059 -29,302 225,500 40,035 43,627 84,041 56,794 224,497 79,361 80,925 72,782 18,566 251,634 SANKYO 29,988 -19,513 145,500 37,930 39,133 43,886 48,364 169,313 49,501 62,987 27,104 9,932 149,524 Frame 971 -22,429 55,800 8,120 14,559 28,406 36,577 87,662 23,400 39,729 2,322 155 65,606 Gauge 29,017 +2,916 89,700 29,810 24,574 15,480 11,787 81,651 26,101 23,258 24,782 9,777 83,918 Bisty 20,071 -9,789 80,000 2,105 4,494 40,155 8,430 55,184 29,860 17,938 45,678 8,634 102,110 Frame 7,181 -14,485 46,000 2,062 2,188 39,580 1,249 45,079 21,666 5,495 43,086 2,551 72,798 Gauge 12,890 +4,696 34,000 43 2,306 575 7,181 10,105 8,194 12,443 2,592 6,083 29,312 Titles to Release FY 3/2027 Series name Brand Release Date Unit Sales Q1 e Fever Kinnikuman SANKYO (Apr-26) 1 17,700 NEON GENESIS EVANGELION -Memories of the beginning- （Increased production） Bisty (Apr-26) 1 -- Fever Queen Ⅱ SANKYO (May-26) 1 6,100 e Tokyo Ghoul（Increased production） Bisty (May-26) 1 -- e Fever DEAD MOUNT DEATH PLAY Konshin 9000 SANKYO (Jun-26) 1 5,300 Total e Tokyo Ghoul Chōdeka Chō Ichigeki ver. Bisty (Jun-26) 1 13,900 50,059 Q2 P/e Fever BLUE LOCK Light ver. SANKYO (Jul-26) 2 -- e Tokyo Ghoul（Increased production） Bisty (Jul-26) 1 -- e Fever MOBILE SUIT GUNDAM SEED CLIMAX SANKYO (Aug-26) 1 -- e Tokyo Ghoul Chōdeka Chō Ichigeki ver . （Increased production） Bisty (Aug-26) 1 -- ｅ Assault Lily Bisty (Sep-26) 1 -- e Fever ENN ENN NO SHOUBOUTAI 2 99ver. SANKYO (Sep-26) 1 -- Q3 e Fever Yo-Kai Watch SANKYO (Oct-26) 1 -- NEON GENESIS EVANGELION -319 RED- Bisty (Oct-26) 1 -- P HANE BASTARD!! -Ankoku no Hakaishin- SANKYO (Nov-26) 1 -- Q4 - -- No. of Models 35 Pachinko Machines Business Number of pachinko machines sold: Any model with sales of less than 5,000 units is not included.
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© SANKYO CO., LTD. Appendix FY 3/2027 Forecast FY 3/2025 FY 3/2026 Consolidated:million yen Q1 YoY Full Year Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Net Sales 8,274 -6,763 62,100 16,610 22,590 16,075 8,187 63,462 15,037 2,297 18,496 7,605 43,435 Operating Income 2,943 -4,743 28,900 9,729 13,543 9,323 3,091 35,686 7,686 (946) 9,453 2,731 18,924 Percentage 35.6% -15.5pt 46.5% 58.6% 60.0% 58.0% 37.8% 56.2% 51.1% (41.2%) 51.1% 35.9% 43.6% Machines sales: units Pachislot 16,880 -18,695 127,000 35,158 45,591 32,896 17,723 131,368 35,575 5,337 35,399 14,259 90,570 SANKYO 6,456 -1,431 82,000 27,579 44,554 29,128 10,283 111,544 7,887 2,155 35,399 14,259 59,700 Bisty 10,424 -17,264 45,000 7,579 1,037 3,768 7,440 19,824 27,688 3,182 0 0 30,870 Titles to Release FY 3/2027 Series name Brand Release Date Unit Sales Q1 L Pachislot MOBILE SUIT GUNDAM UNICORN Awakening DRIVE Bisty (Apr-26) 10,400 Total L Pachislot ENN ENN NO SHOUBOUTAI 2 (Increased production) SANKYO (Jun-26) -- 16,880 Q2 L Pachislot Karakuri Sākasu 2 SANKYO (Jul-26) -- L Pachislot Kanojo, Okarishimasu SANKYO (Sep-26) -- Q3 L Pachislot Godzilla vs EVANGELION ２ Bisty (Nov-26) -- Q4 - -- 36 Pachislot Machines Business Number of pachislot machines sold: Any model with sales of less than 5,000 units is not included.
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© SANKYO CO., LTD. Appendix (Million yen) FY 3/2020 FY 3/2021 FY 3/2022 FY 3/2023 FY 3/2024 FY 3/2025 FY 3/2026 FY 3/2027E Net Sales 78,416 58,129 84,857 157,296 199,099 191,821 179,211 174,000 Operating Income 12,551 6,587 21,357 58,532 72,495 73,605 62,484 56,000 Recurring Income 13,476 7,488 22,257 59,341 73,182 74,587 63,991 58,000 Net Income 13,045 5,749 18,466 46,893 53,791 53,992 46,752 40,000 Total Assets 325,232 292,104 309,213 365,950 292,119 336,709 287,458 Total Net Assets 269,521 268,887 270,120 310,259 251,579 285,004 250,155 DPS (Yen) 30.00 30.00 20.00 30.00 80.00 100.00 90.00 100.00 * The Company carried out a share split at a ratio of five shares for one share of common stock, effective on March 1, 2024. DPS is adjusted to reflect the stock split. Return on Equity 4.3% 2.1% 6.9% 16.3% 19.3% 20.2% 17.6% 2.7% 2.5% 3.8% 6.7% 9.8% 13.0% 16.0% Net Income Ratio 16.6% 9.9% 21.8% 29.8% 27.0% 28.1% 26.1% Total Asset Turnover 0.22 0.19 0.28 0.47 0.61 0.61 0.57 Financial Leverage 1.19 1.15 1.12 1.16 1.17 1.17 1.17 Average ROE of five consecutive fiscal years 37 Financial Indicators
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© SANKYO CO., LTD. Appendix 5,852 5,839 5,817 5,807 5,801 5,793 5,780 5,762 5,734 5,733 5,716 5,709 1,751 1,745 1,740 1,737 1,733 1,731 1,725 1,717 1,708 1,701 1,696 1,693 1,248 1,253 1,252 1,253 1,254 1,258 1,262 1,263 1,264 1,271 1,271 1,279 0 1,500 3,000 4,500 6,000 7,500 9,000 0 500 1,000 1,500 2,000 2,500 J-2025 A-2025 S-2025 O-2025 N-2025 D-2025 J-2026 F-2026 M-2026 A-2026 M-2026 J-2026 38 Pachinko/Pachislot Machine Market Market size Situation of parlors that are members of Zennichiyuren in the last year No. of installed Pachinko Machines No. of installed Pachislot Machines No. of outlets currently in operation （Thousand units） Source: National Police Agency, Yano Research Institute, Zennichiyuren （Thousand units） No. of installed Pachinko Machines No. of Shipped Pachinko Machines No. of installed Pachislot Machines No. of Shipped Pachislot Machines 1,055 840 857 802 700 698 781 698 700 750 2,205 2,077 1,969 1,872 1,358 1,347 1,355 1,362 0 500 1,000 1,500 2,000 2,500 FY3/2023 FY3/2024 FY3/2025 FY3/2026 FY3/2027E
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© SANKYO CO., LTD. Appendix 18 66 74 81 67 78 0 20 40 60 80 100 120 2026A-J 2025 2024 2023 2022 2021 19 66 71 69 76 87 0 20 40 60 80 100 120 2026A-J 2025 2024 2023 2022 2021 2021 2022 2023 2024 2025 2026J-J Applicant 985 972 1,008 1,028 1,044 904 Pass 263 194 196 153 124 106 Fail 694 721 765 815 866 796 SANKYO Group (Number of Pass) SANKYO 9 10 9 6 10 5 Bisty 7 1 9 1 4 1 Total 16 11 18 7 14 6 2021 2022 2023 2024 2025 2026J-J Applicant 990 910 912 910 927 686 Pass 313 230 186 223 235 177 Fail 598 669 666 619 614 486 SANKYO Group (Number of Pass) SANKYO 23 25 38 41 50 23 Bisty 9 10 14 16 21 7 Total 32 35 52 57 71 30 39 Others Number of Titles Sold (All Manufacturers) Compliance with Format Inspection Pachinko machines Pachislot machines Including Arrange Ball, Jong-Kyu ※ Estimates of SANKYO ※ Except for reuse and sub speck models Source: Security Electronics and Communications Technology Association, GLI Japan Pachinko machines Pachislot machines ※ From 2026 onward, figures are presented on a combined basis with GLI Japan. ※
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© SANKYO CO., LTD. Contact Us 40 Investor Relations Office Corporate Planning Division ir-desk@sankyo-fever.co.jp https://www.sankyo-fever.co.jp/corporate/ir/ 【Disclaimer on Forward-Looking Statements】 The purpose of this document is to provide information on the material, and is not intended as a solicitation for investment or any similar action. Please note that actual investment decisions should be made at your own discretion and responsibility. This material contains projections, plans, outlook, etc. for the fiscal year under review and the future business performance that are judged to be reasonable by the management of the Company based on currently available information. Actual business performance may be significantly different from the projections, plans, outlook, contained due to changes in various factors. Such factors include economic conditions of, and fluctuations in product demand in, the pachinko and pachislot markets which are our main business domains; various regulations in Japan and overseas; and amendments to accounting standards, practice, etc. The Company assumes no obligation to revise the forward-looking statements contained herein, whether as a result of new information, future events or other discoveries. 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.