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FY2026/3 3rd Quarter Financial Results January 29th, 2026 STANLEY ELECTRIC CO., LTD. STANLEY GROUP VISION Outshining Light 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.
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1© STANLEY ELECTRIC CO., LTD. Key points of financial results for 9 months ended December 31, 20251-1 Net sales 380.28 billion yen 〔Compared to 9 months ended Dec. 31, 2024：+1.2%〕 Operating income 28.58 billion yen 〔Compared to 9 months ended Dec. 31, 2024：▲13.2%〕 Key Points◆Operating income declined due to the impact of US tariffs, semiconductor shortages, and other factors. ◆Asia-Pacific (two-wheel) remained strong. ◆China experienced a decline in sales due to a harsh operating environment, but its income margin improved as a result of rationalization and other efforts.
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2© STANLEY ELECTRIC CO., LTD. 1-2 9 months ended Dec. 31, 2024 Results 9 months ended Dec. 31, 2025 Results Compared to 9 months ended Dec. 31, 2024 Amount increase or decrease Percent increase or decrease Net sales 3,758.9 3,802.8 43.9 1.2% Operating income 329.4 285.8 -43.6 -13.2% Operating income to net sales ratio 8.8% 7.5% -1.3pt - Ordinary income 367.5 334.8 -32.6 -8.9% Net income attributable to owners of parent 189.6 213.6 23.9 12.6% Net income per share (yen) 120.18 152.08 31.90 26.5% Exchange rate (yen) USD 152.90 149.36 -3.54 -2.3% （Hundred million yen） Amounts less than shown are rounded down Down by some 3.60bn yenNet sales Operating income ◼ Impact of foreign exchange fluctuations 40.80bn yen 9 months ended Dec. 31, 2024 Results◼ Investments 43.62bn yen 32.98bn yen 30.72bn yen Capital investments Depreciation R&D expenses 17.16bn yen 20.00bn yen Of which strategic investments 15.71bn yen 9 months ended December 31, 2025 Consolidated results summary 9 months ended Dec. 31, 2025 Results Down by some 0.39bn yen 11.87bn yen
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3© STANLEY ELECTRIC CO., LTD. 329.4 285.8 9 months ended Dec. 31, 2024 Results 9 months ended Dec. 31, 2025 Results Impact of operating income growth 101.1 Total operating income growth effects ▍Operating income 17.1 58.7 -64.1 -14.4 -11.4 -14.3 -3.9 -36.6 23.6 1.7 -80 -60 -40 -20 0 20 40 60 80 （Hundred million yen） （Hundred million yen） Amounts less than shown are rounded down Impact of operating income decrease 144.7 Decrease in total operating income effects 1-3 9 months ended December 31, 2025 Consolidated results affecting operating income [Year-over-year basis] -43.6 (-13.2%) Rationalization effect "innovation-in- production" Impact of exchange rate fluctuations Influence other expenses Sales impact One-off cost Markdown sales price impact Labor cost impact Strategic cost Tariff impact Tariff recovery Operating income declined, weighed down by the impact of tariffs, semiconductor shortages, higher costs, and other factors.
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4© STANLEY ELECTRIC CO., LTD. 1-4 9 months ended Dec. 31, 2024 Results 9 months ended Dec. 31, 2025 Results Compared to 9 months ended Dec. 31, 2024 Amount increase or Decrease Percent increase or decrease Net sales Automotive Equipment Business 3,241.3 3,289.8 48.5 1.5% Electronic Components Business 276.2 286.6 10.3 3.7% Applied Electronic Products Business 871.6 831.9 -39.6 -4.6% Others 23.2 24.8 1.6 - Adjustment -653.5 -630.4 23.0 - Total 3,758.9 3,802.8 43.9 1.2% Operating income Automotive Equipment Business 316.4 294.8 -21.5 -6.8% 9.8% 9.0% -0.8pt - Electronic Components Business 21.7 28.4 6.7 30.9% 7.9% 9.9% 2.0pt - Applied Electronic Products Business 63.6 66.7 3.0 4.8% 7.3% 8.0% 0.7pt - Others 0.2 0.8 0.6 - Adjustment -72.5 -105.1 -32.5 - Total 329.4 285.8 -43.6 -13.2% 8.8% 7.5% -1.3pt - （Hundred million yen） Amounts less than shown are rounded down 9 months ended December 31, 2025 Consolidated results by Segment
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5© STANLEY ELECTRIC CO., LTD. 1-5 9 months ended December 31, 2025 Information by geographical locations 9 months ended Dec. 31, 2024 Results 9 months ended Dec. 31, 2025 Results Compared to 9 months ended Dec. 31, 2024 Amount increase or decrease Percent increase or decrease Net Sales Japan 910.5 934.6 24.1 2.6% The Americas 1,011.3 1,093.1 81.8 8.1% Asia-Pacific 1,193.1 1,210.4 17.2 1.4% China 590.8 505.4 -85.3 -14.4% Europe 53.0 59.0 6.0 11.4% Total 3,758.9 3,802.8 43.9 1.2% Operating income Japan 26.6 -1.9 -28.5 - 2.9% -0.2% -3.1pt - The Americas 56.0 35.3 -20.7 -37.0% 5.5% 3.2% -2.3pt - Asia-Pacific 217.3 218.8 1.4 0.7% 18.2% 18.1% -0.1pt - China 47.7 45.2 -2.4 -5.2% 8.1% 9.0% 0.9pt - Europe -2.9 -2.9 0.0 - -5.5% -5.1% 0.4pt - Total 329.4 285.8 -43.6 -13.2% 8.8% 7.5% -1.3pt - The Americas saw a decline in operating income due to the impact of tariffs and semiconductor shortages. Asia-Pacific's two-wheel vehicles remained solid. In China, streamlining led to improved operating income. （Hundred million yen） Amounts less than shown are rounded down
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6© STANLEY ELECTRIC CO., LTD. 289.2 312.9 279.1 460.0 118.7 222.3 157.1 400.0 408.0 535.2 436.2 860.0 329.8 436.0 307.2 430.6 Capital investments Depreciation 1-6 9 months ended Dec. 31, 2024 Results FY2025/3 Results 9 months ended Dec. 31, 2025 Results FY2026/3 Forecasts （Hundred million yen） Amounts less than shown are rounded down FY2026/3 Consolidated capital investments: Results of 9 months ended December 31, 2025 and full-year forecast *Capital investments includes SaaS-related software investments. Capital investments Depreciation Capital investments Depreciation Capital investments Depreciation Strategic investments General investments
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7© STANLEY ELECTRIC CO., LTD. 26 28 30 32 34 36 45 50 45 45 50 50 55 72 100 32.2% 26.8% 20.8% 21.4% 22.2% 20.9% 20.6% 20.3% 39.4% 31.6% 37.4% 30.8% 33.9% 35.0% 0% 10% 20% 30% 40% 50% 60% 0 20 40 60 80 100 120 140 160 FY2012/3 FY2013/3 FY2014/3 FY2015/3 FY2016/3 FY2017/3 FY2018/3 FY2019/3 FY2020/3 FY2021/3 FY2022/3 FY2023/3 FY2024/3 FY2025/3 FY2026/3 Forecasts Cash dividends per share Consolidated payout ratio（yen） Dividends Dividend Policy Adopt the higher of: •Dividend on Equity (DOE) of 3.5%, or •Consolidated payout ratio of 40%. References
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8© STANLEY ELECTRIC CO., LTD. 44 47 51 54 57 60 74 82 73 72 80 81 89 110 126 17 20 20 25 35 40 50 50 50 20 20 100 100 300 800 44.8% 38.0% 29.0% 31.3% 35.9% 34.8% 34.5% 32.8% 66.4% 40.3% 46.7% 68.5% 71.4% 127.9% 295.2% -100% -80% -60% -40% -20% 0% 20% 40% 60% 80% 100% 120% 140% 160% 180% 200% 220% 240% 260% 280% 300% 320% 340% 360% 380% 400% 420% 440% 460% 480% 500% 520% 540% 0 100 200 300 400 500 600 700 800 900 1,000 FY2012/3 FY2013/3 FY2014/3 FY2015/3 FY2016/3 FY2017/3 FY2018/3 FY2019/3 FY2020/3 FY2021/3 FY2022/3 FY2023/3 FY2024/3 FY2025/3 FY2026/3 Forecasts Total dividends Purchase of treasury stock（approved） Total return ratio （Hundred million yen） Shareholder ReturnsReferences
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9© STANLEY ELECTRIC CO., LTD. Average rate 9 months ended Dec. 31, 2024 Results 9 months ended Dec. 31, 2025 Results FY2025/3 Results FY2026/3 Forecasts USD/Yen 152.90 149.36 152.48 145.58 EUR/Yen 164.97 172.96 163.57 169.33 Indonesia Rupiah/Yen 0.0096 0.0091 0.0095 0.0089 Vietnam 100 Dong/Yen 0.60 0.57 0.60 0.55 Thai Baht/Yen 4.37 4.61 4.39 4.49 Chinese Yuan/Yen 21.23 20.91 21.11 20.34 Exchange rateReferences
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© STANLEY ELECTRIC CO., LTD. 10 Disclaimer All forward -looking statements in this document regarding Stanley Electric’s plans, forecasts, strategies and other future developments are based on the company’s current judgments in light of the information available as of the respective announcement dates and include known or unknown risks and uncertainties. Please be aware that the actual results may differ materially due to various factors, including economic conditions, exchange rates, and market trends. Also note that such information is subject to change without notice. Therefore, please use this document and material at your own discretion. Moreover, this document and material have been prepared for the purpose of providing a better understanding of Stanley Electric and are not intended as a solicitation to invest or for any similar purpose. Stanley Electric is not liable for any other damages resulting from the use of this document and material. This material has been filed with the Tokyo Stock Exchange for disclosure and is also available on our website. ＜Contact＞ IR Department E-mail： stanley.ir@stanley-electric.com