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COINCHECK GROUP , AUGUST 2026 Coincheck Group One integrated digital finance platform . Connection . Resilience . Growth . NASDAQ : CNCK
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COINCHECK GROUP, AUGUST 2026 2 Disclaimer No Offer or Solicitation This presentation is for informational purposes only and shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities. Cautionary Statement Regarding Forward-Looking Statements This presentation contains “forward-looking statements” of Coincheck Group N.V. (“Coincheck Group” or the “company”) within the meaning of U.S. federal securities laws. These forward-looking statements relate to plans or expectations regarding future or potential financial performance, business relationships, business strategies, and/or other plans, expectations or goals regarding the company’s business, including but not limited to potential benefits that may be provided by synergies the company may seek to create between or among its subsidiaries. Any statements that refer to projections, forecasts or other characterizations of future events or circumstances of any kind, including any underlying assumptions, are forward-looking statements. Forward-looking statements are typically identified by words such as “plan,” “believe,” “expect,” “anticipate,” “intend,” “outlook,” “estimate,” “forecast,” “project,” “continue,” “could,” “may,” “might,” “possible,” “potential,” “predict,” “should,” “would” and other similar words and expressions, but the absence of these words does not mean that a statement is not forward-looking. Any statements that speak to goals, aims or expectations of any kind about matters which may occur after the date of this presentation are, and should be read and viewed as, forward- looking statements. These forward-looking statements are based on information available as of the date of this presentation and our management’s current expectations, forecasts, assumptions, plans and beliefs, and involve a number of judgments, known and unknown risks and uncertainties and other factors, many of which are outside of the company’s control. Accordingly, forward-looking statements should not be relied upon as representing the company’s views as of any subsequent date. The company does not undertake any obligation to update, add or to otherwise correct any forward-looking statements contained herein to reflect events or circumstances after the date they were made, whether as a result of new information, future events, inaccuracies that become apparent after the date hereof or otherwise, or the company changing its mind about its plans or strategies, except as may be required under applicable securities laws. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this presentation. Actual results, future events or performance may be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, the following matters and issues: (a) the company or its subsidiaries will be successful as anticipated, or at all, in creating or benefitting from intercompany technology integrations or synergies, and/or be able to identify and have valuable third-party business relationships to grow their businesses and success (both business-to-customer— B2C , business-to-business–B2B, and business-to-business-to-customer – B2B2C); (b) the success of strategic investments in the company by B2B or B2B2C partners; (c) the price of crypto assets and volume and profitability of transactions on company platforms; (d) the development, utility and usage of crypto assets; (e) changes in economic conditions and consumer sentiment in Japan and other jurisdictions where the company operates or seeks to operate; (f) cyberattacks and security breaches on company platforms or systems; (g) investor demand for any particular crypto asset or to have crypto assets managed by a third party; (h) adverse changes to any laws or regulations in Japan, Canada, the Netherlands or Europe generally, or the United States, or the company’s failure to comply with any laws or regulations; (i) administrative sanctions, including fines, or legal claims if the company is found to have offered services in violations of the applicable laws or to have violated international sanctions regimes; (j) the company’s ability to compete in a highly competitive industry; (k) the company’s ability to introduce new products and services, including in digital asset management; (l) any interruptions in services provided by third-party service providers; (m) the status of any particular crypto asset as a “security” in any relevant jurisdiction; (n) obligations to comply with the laws, rules, regulations, and policies, including requirements for new or expanded licenses, in a variety of jurisdictions, including Japan, Canada and France; (o) the success, or lack thereof, of the company’s recent management transition, and (p) other risk factors discussed in the company's Report on Form 20-F filed with the U.S. Securities and Exchange Commission (SEC) on June 29, 2026. Any forecasts and estimates regarding the company’s industry and markets are based on sources the company believes to be reliable, however there can be no assurance these forecasts and estimates will prove accurate in whole or in part. Annualized, pro forma, projected and estimated numbers, if included, are used for illustrative purpose only, are not forecasts and may not reflect actual results or the ability to grow and manage growth profitably. Exchange Rate Presentation This report contains translations of certain Japanese yen amounts into U.S. dollars, solely for the convenience of the reader. Such translations were made, as we deemed appropriate, and as applicable, at March 31, 2026 or 2025 (for statements of financial position), or based on the average rate for the year ended March 31, 2026 or 2025 (for statements of profit or loss). Historical and current exchange rate information may be found at www.federalreserve.gov/releases/h10/. Such currency amounts are not necessarily indicative of the amounts of currency that could actually have been purchased upon exchange of Japanese yen or U.S. dollars at the dates or over the periods indicated or any other date, and, when expressed in Japanese yen or U.S. dollars in the future, such amounts may be different from those set forth in this report due to intervening exchange rate fluctuations. Non-IFRS Financial Measures This presentation includes certain financial measures not prepared in accordance with IFRS, which constitute “non-IFRS financial measures” as defined by the rules of the SEC. The non-IFRS financial measures are EBITDA, Adjusted EBITDA and Adjusted Revenue. We believe that EBITDA, Adjusted EBITDA and Adjusted Revenue enhance an investor’s understanding of the company’s financial and operating performance from period to period, because by excluding certain items that may not be indicative of recurring core operating results the company believes that EBITDA, Adjusted EBITDA and Adjusted Revenue provide meaningful supplemental information regarding financial and operating performance. In addition, the company believes EBITDA, Adjusted EBITDA and Adjusted Revenue are measures being used by investors to evaluate other companies in the industry. However, there are limitations to the use of these non-IFRS financial measures as analytical tools and they should not be considered in isolation or as a substitute for other financial measures calculated and presented in accordance with IFRS and may not be comparable to similarly titled non-IFRS measures used by other companies.
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Contents 1. Coincheck Group: From exchange to platform 2. The problem we are solving 3. Why Coincheck Group? 4. We are building on success 5. Moving forward 6. Appendix COINCHECK GROUP, AUGUST 2026 3
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Coincheck Group: From exchange to platform COINCHECK GROUP, AUGUST 2026 4
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This is not just a growth story Growth is expected. This is a repositioning story. The market still sees us as an exchange. That’s understandable. It’s where we started. But we’ve been building something much more strategic. COINCHECK GROUP, AUGUST 2026 5
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The strategic logic Three parts. One system. COINCHECK GROUP, AUGUST 2026 6 Each initiative has a different role. Together, they form a more valuable company. Institutional platform The bridge to higher-quality revenue, broader capability and strategic relevance Japan retail The anchor of trust, liquidity, users and brand On-chain innovation The edge that extends future growth and long-term upside
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The strategic logic It’s not just our market. It’s our proof in a market where: COINCHECK GROUP, AUGUST 2026 7 It’s where we are already winning. Trust matters Regulation matters Execution matters JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION
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Institutional: The bridge This is where value really shifts. Not just trading: • broader capabilities • higher quality revenue. COINCHECK GROUP, AUGUST 2026 8 Together as one valuable, integrated, institutional platform. JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION
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Why 3iQ matters Innovative investments of institutional quality: • $810m AUM* • institutional credibility • global distribution. Not just a growth asset. This is quality revenue. COINCHECK GROUP, AUGUST 2026 9 JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION * As of March 31, 2026
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Why Aplo matters Connecting global liquidity through: • execution • prime brokerage • regulated infrastructure. This is the connective tissue of the system. COINCHECK GROUP, AUGUST 2026 10 JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION
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Why Next Finance Tech matters Strategically important to monetize assets. • staking infrastructure • recurring revenue • platform stickiness. This is how dependency shifts away from trading. COINCHECK GROUP, AUGUST 2026 11 JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION
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On-chain: The edge The next layer is already forming: • derivatives • lending • tokenization. Critical for long-term value and market resilience. COINCHECK GROUP, AUGUST 2026 12 JAPAN RETAIL • INSTITUTIONAL PLATFORM • ON-CHAIN INNOVATION
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The problem we are solving COINCHECK GROUP, AUGUST 2026 13
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The problem we are solving Digital finance is still fragmented. Retail here. Institutions there. Infrastructure somewhere else. Each works. None work together. That’s the gap we intend to fill. COINCHECK GROUP, AUGUST 2026 14
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The opportunity we are seizing When those pieces connect, value changes. Access improves. Revenue stabilizes. The model is clearer. This is where the market is heading. COINCHECK GROUP, AUGUST 2026 15
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Why Coincheck Group? COINCHECK GROUP, AUGUST 2026 16
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Institutions are no longer asking if. They’re asking who. Two months. Two institutions. Two markets. One platform of choice. COINCHECK GROUP, AUGUST 2026 17 Japan: May 2026 KDDI Corporation 14.9% strategic equity investment in Coincheck Group, alongside a Business Alliance with Coincheck, Inc. – bringing digital assets into one of Japan's largest telco ecosystems. Winning Japan as the institutional bridge. The strategy is working – and the validation is institutional. Coincheck Group is the institutional bridge. Canada: March 2026 Dynamic Funds The Dynamic Active Multi-Crypto ETF (DXMC) has launched on Cboe Canada, with leading Canadian asset manager Dynamic® as manager and portfolio adviser and 3iQ as sub-adviser, delivering institutional-grade, multi-asset crypto exposure.* Institutional credibility, distributed at scale. * Commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read t he prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. Dynamic® is a registered trademark of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P.
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Another quarter proving that the strategy is working Two months. Two institutions. Two markets. One platform of choice. COINCHECK GROUP, AUGUST 2026 18 Japan: June 2026 Credit Saison One of Japan’s most established financial institutions, with a customer base of approximately 33 million. Together we intend to give Saison card members new ways to access crypto through points and loyalty programs, integrated payments, and jointly developed products. Winning Japan as the institutional bridge. The strategy is working – and the validation is institutional. Coincheck Group is the institutional bridge. International: July 2026 Bhutan’s Gelephu Mindfulness City GMC appointed 3iQ as a founding institutional partner to support the region’s Bitcoin treasury strategy and help build out its digital asset ecosystem. Being entrusted with a sovereign nation’s reserves is a significant responsibility and a clear signal of the credibility 3iQ brings to the Group. Institutional credibility, distributed at scale.
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Why Coincheck Group? Many companies have one of these: • scale • ambition • capability. Very few have all three. COINCHECK GROUP, AUGUST 2026 19 We have proven: • consumer leadership • institutional expertise • infrastructure. That’s our competitive difference.
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Why Japan matters Japan is hard to win. Regulated, trust-driven and operationally demanding. Many entered. Few stayed. Coincheck has. That’s not just market share. It’s proof. COINCHECK GROUP, AUGUST 2026 20
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Institutional platform The bridge to higher-quality revenue, broader capability and strategic relevance Japan retail The anchor of trust, liquidity, users and brand On-chain innovation The edge that extends future growth and long-term upside Why the platform is powerful Each of these three initiatives perform a different strategic role: COINCHECK GROUP, AUGUST 2026 21 The strength of the model is not that any one of these exists in isolation. They reinforce one another.
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Why are we competitive? We don’t need to look like anybody else. Our advantage is our difference: • defensible leadership in Japan • regulatory credibility • institutional capability by design • a powerful integration opportunity. A defensible route to value creation. COINCHECK GROUP, AUGUST 2026 22
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We are building on success COINCHECK GROUP, AUGUST 2026 23
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 24 Japan’s #1 crypto app downloads for seven consecutive years These are not slides about aspiration. They are slides about strategic foundations.
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 25 2.5m verified retail accounts These are not slides about aspiration. They are slides about strategic foundations.
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 26 Approximately $4.6b in Customer Assets These are not slides about aspiration. They are slides about strategic foundations.
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 27 Approximately $810m in institutional AUM These are not slides about aspiration. They are slides about strategic foundations.
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 28 Approximately $2b in staked assets These are not slides about aspiration. They are slides about strategic foundations.
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What has already been built The market is not being asked to imagine a business from scratch. It is being asked to look more carefully at what already exists: COINCHECK GROUP, AUGUST 2026 29 60+ institutional clients have been served These are not slides about aspiration. They are slides about strategic foundations.
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Moving forward COINCHECK GROUP, AUGUST 2026 30
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What is to change? COINCHECK GROUP, AUGUST 2026 31 More recurring and non-trading revenue Increasing institutional AUM and revenue contribution Improved monetization Operating leverage
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Why Coincheck Group is attractive It is attractive because it combines: COINCHECK GROUP, AUGUST 2026 32 Real users and assets Regulated market positioning Institutional capability A clear route to higher-quality revenue
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How value will build This is not a single move. It’s a sequence: COINCHECK GROUP, AUGUST 2026 33 Phase 1: Prove it • demonstrate integration progress • show institutional traction • deepen the Japan platform • make recurring and non-trading revenue more visible. Phase 2: Scale it • cross-sell across the platform • improve revenue mix and operating leverage • increase the contribution of institutional and platform-style revenues. Phase 3: Expand it • extend the model into new markets • deepen monetization and product breadth • broaden the Group’s strategic relevance.
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COINCHECK GROUP, AUGUST 2026 34 The market sees pieces. That’s where we started. We’re now building one integrated digital finance platform. Connection. Resilience. Growth.
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Reviewing our brand As the business evolves from exchange to platform, our corporate brand will need to reflect that change. A project is underway to review our brand, and brand architecture, before the end of this year. The future corporate brand will: • Support the integrated platform vision. • Underpin one valuation story – one brand, one share price. • Be globally usable and scalable. • Preserve existing customer and institutional equity. • Feel contemporary, distinct, secure, pioneering and confident. COINCHECK GROUP, AUGUST 2026 35
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Appendix COINCHECK GROUP, AUGUST 2026 36
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Financial highlights COINCHECK GROUP, AUGUST 2026 37 $363m 2.6m $3.9b $649m $17.9m $(3.2)m Marketplace Trading Volume Verified User Accounts Customer Assets Assets Under Management Adjusted Revenue Adjusted EBITDA For the three months ended June 30, 2026 As of June 30, 2026 As of June 30, 2026 As of June 30, 2026 For the three months ended June 30, 2026 For the three months ended June 30, 2026
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Adjusted revenue reconciliation COINCHECK GROUP, AUGUST 2026 38 For the three months ended June 30, 2026 ($m) FY25 FY26 Q’1 26 Q’1 27 Total Revenue $2,409.7 $3,018.9 $516.5 $703.1 (-) Commission Received (9.4) (8.5) (1.2) (1.2) (-) Staking Revenue — (16.2) (2.3) (3.6) (-) Investment Management Fee Revenue — (0.9) — (2.5) (-) Other Revenue (0.8) (2.2) (0.3) (0.7) Total Transaction Revenue 2,399.5 2,991.1 512.7 695.1 (-) Cost of Sales – Retail (2,324.9) (2,801.9) (499.9) (632.8) (-) Cost of Sales – Institutional — (124.7) — (50.7) Total Cost of Sales – Retail and Institutional (2,324.9) (2,926.6) (499.9) (683.4) Adjusted Transaction Revenue 74.6 64.5 12.8 11.7 (+) Commission Received 9.4 8.5 1.2 1.2 (+) Staking Revenue — 16.2 2.3 3.6 (-) Cost of Sales - Staking Reward Distribution — (10.1) (1.6) (1.7) (+) Investment Management Fee Revenue — 0.9 — 2.5 (+) Other Revenue 0.8 2.2 0.3 0.7 Adjusted Revenue 84.8 82.2 15.0 18.0
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Adjusted EBITDA reconciliation COINCHECK GROUP, AUGUST 2026 39 ($m) FY25 FY26 Q’1 26 Q’1 27 Net Profit (Loss) $(90.2) $(11.5) $(8.5) $(7.2) (+) Income Tax Expenses (Benefits) 6.2 6.0 (0.8) (0.2) Profit (Loss) before Income Taxes (84.0) (5.5) (7.7) (7.4) (+) Interest Expense 0.2 1.0 0.2 0.1 (+) Depreciation & Amortization 4.6 4.9 1.0 1.8 EBITDA (79.2) 0.4 (6.5) (5.5) (+) Transaction Expenses excluding Listing Expense 29.0 3.8 0.9 — (+) Listing Fees 86.2 — — — (+) Change in fair value of warrant liability (9.0) (2.0) 1.4 0.3 (+) Share-based compensation — 8.3 1.8 2.0 Adjusted EBITDA 27.0 10.5 (2.4) (3.2) For the three months ended June 30, 2026
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NASDAQ: CNCK One integrated digital finance platform. Connection. Resilience. Growth. COINCHECK GROUP, AUGUST 2026 For Investor Relations, contact: coincheckIR@icrinc.com