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© 2026 YASKAWA Electric Corporation Notes: ⚫ The information within this document is made as of the date of writing. Any forward-looking statement is made according to the assumptions of management and aresubject to change as a result of risks and uncertainties. YASKAWA Electric Corporation undertakes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. ⚫ Figures in this document are rounded off and may differ from those in other documents such as financial results. ⚫ The copyright to all materials in this document is held by YASKAWA Electric Corporation. No part of this document may be reproduced or distributed without the prior permission of the copyright holder. FY2026 1st Half Financial Results （Six Months Ended August 31, 2026)
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© 2026 YASKAWA Electric Corporation 1 Summary ➢ FY2026 1H Results ➔ Revenue …YoY:+9.8% ・Revenue increased supported by expanding demand driven by data center and semiconductor-related investments. ➔ Operating profit …YoY:-5.5% ・Operating profit decreased due to the impact of the new ERP system implemented to strengthen our management foundation, increased indirect expenses, and the temporary expenses related to business structural reforms in Europe. ➔ Profit before tax …YoY:+3.0% ➔ Profit attributable to owners of parent …YoY:+4.1% ・Profit before tax and profit attributable to owners of parent increased due to the recognition of equity-method investment income. ➔ 2Q Order …YoY:+38%, QoQ:+13% ・Order increased YoY and QoQ, driven by expanding demand, particularly from data center and semiconductor -related investments (Record-high quarterly order intake). ➢ FY2026 Full - Year Forecasts ➔ Revenue ¥600.0bn., Operating profit ¥57.5bn. ・Full-year revenue forecast revised upward on continued yen depreciation, while operating profit forecast revised downward mainly due to the decrease in operating profit caused by the impact of the new ERP system implementation in the first half. ・The dividend forecast for FY2026 remains unchanged from those announced on April 10, 2026 (Annual dividend per share: 72 yen). 1
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© 2026 YASKAWA Electric Corporation 2 1 Contents 3. Reference • Capital Expenditure, R&D Investment, Forex Rates and Sensitivity • Financial Indices • Revenue / Operating Profit • Quarterly Trends of Revenue and Operating Profit • Breakdown of Changes in Operating Profit in the Most Recent Quarter • Quarterly Revenue Trends • Quarterly Order Trends • Quantitative Information 1. FY2026 1H Financial Results • FY2026 1H Financial Results • Business Segment Overview • Revenue Breakdown by Business Segment • Revenue Breakdown by Location • Breakdown of Changes in Operating Profit • Measures for FY2026 1H • Initiatives for Expanding the AI Robotics Field 2. FY2026 Full - Year Forecasts • FY2026 Full-Year Financial Forecasts • Breakdown of Changes in Operating Profit • Measures for FY2026 2H 2
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© 2026 YASKAWA Electric Corporation 3 Motion Control System Engineering ・Logistics, etc. 【Core products】 ・Electrical systems for steel plants ・Electrical systems for port material handling ・Electrical systems for water supply and sewage Electrical systems for steel plants Port cranes 【Core products】 ・Industrial robots - Arc and spot-welding robots, painting robots - Handling robots ・AI robots, collaborative robots ・Semiconductor wafer transfer robots ・Biomedical robots Robotics Other Yaskawa AC drive GA700 series 7-axis arc-welding robot MOTOMAN-AR1440E Business Overview Collaborative robot MOTOMAN-HC35 3 【Core products】 ・AC servo drives and controllers ・Linear motors ・AC drives ・PV inverters ・PM motors AC servo drives Σ-X series New machine controller "MPX1310 series" YRM Controller "YRM1030" PV inverter Enewell-SOL P3H AI Robot “MOTOMAN NEXT series”
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© 2026 YASKAWA Electric Corporation 4 • マスター テキストの書式設定 • 第 2 レベル • 第 3 レベル • 第 4 レベル • 第 5 レベル サブタイトルの書式設定 © 2026 YASKAWA Electric Corporation １ . FY2026 1H Financial Results (Six Months Ended August 31, 2026)
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© 2026 YASKAWA Electric Corporation 5 FY2026 FY2025 1H Results 1H Results Amounts % Revenue \ 285.6bn. \ 260.2bn. +\ 25.4bn. +9.8% \ 22.1bn. \ 23.3bn. -\ 1.3bn. -5.5% \ 26.0bn. \ 25.2bn. +\ 0.8bn. +3.0% \ 19.0bn. \ 18.2bn. +\ 0.7bn. +4.1% Profit attributable to owners of parent Operating profit Profit before tax Changes 5 • Revenue increased, as demand expanded mainly in the data center - and semiconductor - related markets and sales grew, particularly in the Motion Control segment. • Operating profit decreased due to the impact of the new ERP system implementation on production and shipments, increased indirect expenses, and the temporary expenses related to business structural reforms in Europe. FY2026 1H Financial Results (Highlights)
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© 2026 YASKAWA Electric Corporation Results Profit ratio Results Profit ratio Amounts % 285.6 260.2 +25.4 +9.8% Motion Control 137.3 112.8 +24.4 +21.7% Robotics 118.4 119.2 -0.8 -0.7% System Engineering 20.8 18.7 +2.1 +11.2% Other 9.1 9.5 -0.3 -3.5% 22.1 7.7% 23.3 9.0% -1.3 -5.5% Motion Control 16.0 11.6% 12.0 10.7% +3.9 +32.8% Robotics 6.0 5.0% 10.5 8.8% -4.6 -43.3% System Engineering 3.5 16.8% 1.9 10.4% +1.5 +79.5% Other 0.6 6.3% 0.9 9.9% -0.4 -38.5% Elimination or Corporate -3.9 - -2.1 - -1.8 - FY2026 1H Changes Revenue FY2025 1H Operating profit 6 • Revenue increased, mainly driven by Motion Control. • Operating profit decreased despite increased profit in Motion Control, due to a decline in profit in Robotics. FY2026 1H Financial Results by Business Segment （Billions of yen）
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© 2026 YASKAWA Electric Corporation FY2026 1H \ 137.3 bn. 12.0 16.0 10.7% 11.6% 5.0% 10.0% 15.0% 0.0 5.0 10.0 15.0 FY2025 1H FY2026 1H 7 Business Segment Overview: Motion Control Revenue (Billions of yen) Operating profit (Billions of yen) Operating profit ratio (%) [Revenue] • In AC servo & controller business, revenue increased in all regions, driven primarily by higher sales to the semiconductor and electronic components-related markets and the machine tool market. • In Drives business, revenue increased due to expanded sales for data center applications, semiconductor manufacturing equipment, and the oil and gas market. [Operating Profit] • Operating profit increased higher revenue, despite the impact on production and shipments resulting from the implementation of the new ERP system. Revenue breakdown by region 112.8 137.3 0.0 60.0 120.0 FY2025 1H FY2026 1H
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© 2026 YASKAWA Electric Corporation FY2026 1H \ 118.4 bn. 10.5 6.08.8% 5.0% 0.0% 5.0% 10.0% 0.0 5.0 10.0 FY2025 1H FY2026 1H 8 [Revenue] • Sales expanded overseas, particularly in the Americas, where sales to the automotive market remained firm, and in China, where sales of semiconductor robots remained strong. • On the other hand, sales in Japan declined due to the impact of the implementation of the new ERP system. [Operating Profit] • Operating profit decreased due to lower revenue and the temporary recording of expenses related to business structural reforms in Europe. Business Segment Overview: Robotics Revenue (Billions of yen) Operating profit (Billions of yen) Operating profit ratio (%) Revenue breakdown by region 119.2 118.4 0.0 50.0 100.0 150.0 FY2025 1H FY2026 1H
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© 2026 YASKAWA Electric Corporation FY2026 1H \ 20.8 bn. 1.9 3.5 10.4% 16.8% 6.0% 11.0% 16.0% 21.0% 0.0 1.0 2.0 3.0 4.0 FY2025 1H FY2026 1H 9 [Revenue] • Revenue increased due to expanded sales related to port cranes and other applications. [Operating Profit] • Operating profit increased significantly due to higher revenue and improved profitability of projects. Business Segment Overview: System Engineering Revenue (Billions of yen) Operating profit (Billions of yen) Operating profit ratio (%) Revenue breakdown by region 18.7 20.8 0.0 6.0 12.0 18.0 24.0 FY2025 1H FY2026 1H
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© 2026 YASKAWA Electric Corporation 10 FY2025 1H FY2026 1H Revenue Revenue \ 260.2 bn. \ 285.6 bn. 10 Revenue Breakdown by Business Segment
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© 2026 YASKAWA Electric Corporation Amounts % 285.6 260.2 +25.4 +9.8% Japan 70.7 73.0 -2.3 -3.2% Overseas 214.9 187.2 +27.7 +14.8% The Americas 78.1 61.9 +16.2 +26.2% Europe 33.5 33.2 +0.3 +0.8% China 66.7 57.9 +8.8 +15.1% Asian Countries except China 36.6 34.1 +2.5 +7.3% Revenue FY2025 1H Results FY2026 1H Results Changes 11 ・ Revenue increased, driven by the Americas. Revenue Breakdown by Location (1) Note: Europe includes Middle East and Africa. （Billions of yen）
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© 2026 YASKAWA Electric Corporation FY2025 1H FY2026 1H Revenue Revenue \ 260.2 bn. \ 285.6 bn. 12 Revenue Breakdown by Location (2) Note : Europe includes Middle East and Africa.
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© 2026 YASKAWA Electric Corporation +4.6 +3.6 -0.6 -6.3 -2.7 13 Breakdown of Changes in Operating Profit (FY2025 1H → FY2026 1H) Profit increase due to revenue increase Increase in total expenses Other Decrease in added value （Billions of yen） Effects of changes in forex rates Breakdown Effects of changes in forex rates Change in profit due to change in revenue Change in added value Change in total expenses Other Motion Control + 2.6 + 8.0 - 2.7 - 1.8 - 0.3 Robotics + 2.0 - 5.2 + 0.9 - 0.1 - 1.6 System Engineering - 0.0 + 0.9 + 1.5 - 0.3 + 0.0 Other + 0.0 - 0.1 - 0.3 - 0.4 - 0.8 FY2025 1H 23.3 22.1 FY2026 1H -1.3
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© 2026 YASKAWA Electric Corporation 14 14 Measures for FY2026 1H Initiatives by Segment Other Topics ・Completed the implementation of the new ERP system as part of efforts to strengthen the management foundation, and focused on establishing and stabilizing the operation with the new ERP system ・Through co-creation with partner companies, promoted the development and validation of physical AI solutions centered on AI robot "MOTOMAN NEXT" Motion Control AC servo & controller Business ・Established a structure for production increase amid the new ERP system implementation Drives Business ・Leveraged the strengths of matrix converter ”U1000” (harmonic suppression) to secure orders in the U.S. for data center HVAC systems and server cooling applications Robotics ・Commenced full-scale operation of Robot Factory No. 5 (Kitakyushu, Fukuoka Prefecture), which integrates the production of AC servos and robots, and implemented physical AI through the utilization of AI robot "MOTOMAN NEXT" ・Secured orders for automated crane systems for the steel industry ・Commenced full-scale operation of the System Engineering Factory at the Minamiyukuhashi Plant (Yukuhashi, Fukuoka Prefecture) Robot production at the Factory No.5 utilizing a decentralized cell manufacturing system System Engineering Matrix Converter ”U1000”
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© 2026 YASKAWA Electric Corporation 15 15 Developing a mixed-case palletizing system to automate loading operations onto delivery containers, helping reduce labor requirements at distribution centers amid labor shortages in the logistics industry. Aiming to achieve highly efficient and stable palletizing by utilizing AI to optimize mixed-case palletizing patterns, including irregularly shaped corrugated boxes. AI compares product samples with actual products, autonomously determining and executing optimal sauce dispensing. This enables high-mix production, reducing changeover time and improving quality consistency, while helping address labor shortages and quality variations in food manufacturing. Mixed-case palletizing system development Automation of food topping processes Seibu Electric & Machinery Co.,Ltd. NIPPN CORPORATION Actual implementation examples Initiatives for Expanding the AI Robotics Field
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© 2026 YASKAWA Electric Corporation 16 14 Confidential • マスター テキストの書式設定 • 第 2 レベル • 第 3 レベル • 第 4 レベル • 第 5 レベル サブタイトルの書式設定 © 2026 YASKAWA Electric Corporation 2. FY2026 Full - Year Forecasts (Year Ending February 28, 2027)
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© 2026 YASKAWA Electric Corporation 17 FY2026 Full-Year Financial Forecasts (Highlights) • The full - year financial forecasts announced on April 10, 2026, are revised. The revision reflects the positive impact of a weaker yen on revenue, while also incorporating the effects of the new ERP system implementation on production and shipments during the first half of the fiscal year. FY2026 FY2025 Forecasts Results Amounts % Revenue \ 600.0bn. \ 542.1bn. +\ 57.9bn. +10.7% \ 580.0bn. \ 57.5bn. \ 47.3bn. +\ 10.2bn. +21.5% \ 60.0bn. \ 65.5bn. \ 49.6bn. +\ 15.9bn. +32.2% \ 65.0bn. \ 47.5bn. \ 35.2bn. +\ 12.3bn. +34.8% \ 47.0bn. Operating profit Profit before tax Profit attributable to owners of parent FY2026 Previous forecasts* Changes *Announced on April 10, 2026
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© 2026 YASKAWA Electric Corporation 18 18 FY2026 Full-Year Financial Forecasts by Business Segment Forecasts Profit ratio Results Profit ratio Amounts % Previous forecasts* Profit ratio 600.0 542.1 +57.9 +10.7% 580.0 Motion Control 290.3 236.1 +54.2 +23.0% 280.0 Robotics 251.0 247.0 +4.0 +1.6% 240.0 System Engineering 41.2 38.7 +2.5 +6.4% 40.0 Other 17.5 20.3 -2.8 -13.7% 20.0 57.5 9.6% 47.3 8.7% +10.2 +21.5% 60.0 10.3% Motion Control 39.4 13.6% 24.4 10.3% +15.0 +61.5% 42.0 15.0% Robotics 17.8 7.1% 20.4 8.3% -2.6 -12.8% 21.0 8.7% System Engineering 5.6 13.5% 5.0 12.9% +0.6 +11.3% 3.2 8.0% Other 1.5 8.4% 2.0 9.8% -0.5 -25.7% 1.3 6.5% Elimination or Corporate -6.7 - -4.5 - -2.3 - -7.5 - FY2025 Changes Operating profit Revenue FY2026 FY2026 *Announced on April 10, 2026 （Billions of yen）
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© 2026 YASKAWA Electric Corporation +5.0 +21.3 +4.1 -17.6 -2.3 47.3 19 Breakdown of Changes in Operating Profit (FY2025 → FY2026 Forecasts) Profit increase due to revenue increase Increase in total expenses Other Increase in added value FY2025 FY2026 Forecasts （Billions of yen） Effects of changes in forex rates 57.5 Breakdown Effects of changes in forex rates Change in profit due to change in revenue Change in added value Change in total expenses Other Motion Control + 2.5 + 23.5 - 0.4 - 10.6 - 0.1 Robotics + 2.5 - 3.2 + 2.6 - 3.3 - 1.3 System Engineering + 0.0 + 1.1 + 1.6 - 2.1 - 0.1 Other + 0.0 - 0.2 + 0.3 - 1.7 - 0.9 +10.2
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© 2026 YASKAWA Electric Corporation 20 20 Measures for FY2026 2H Initiatives by Segment Other Topics ・Accelerate data accumulation through field validation and robot design development toward the commercialization of humanoid robots ・Field deployment of an automated solution for a strawberry sorting and packaging utilizing “MOTOMAN NEXT” Motion Control AC servo & controller Business ・Normalize product supply and strengthen production capacity ・Expand orders with the strategic product (Σ-Mx) in the Chinese market Drives Business ・Expand production and sales of U1000 for the data center market, where demand remains strong ・Strengthen SCM and local production by establishing a PCB supply system through the Vietnam plant to meet rising demand Robotics ・Strengthen production capacity for growing semiconductor robot orders ・Accelerate AI robotics adoption through deployment of packages leveraging MOTOMAN NEXT validation results and partner collaboration ・Accelerate initiatives to ensure the stable operation of Minamiyukuhashi PlantSystem Engineering PCB plant in Vietnam Actuator for humanoid robots (under development)
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© 2026 YASKAWA Electric Corporation 10 20 26 26 12 26 32 32 34 34 3610 20 26 26 12 26 32 32 34 34 36 20 40 52 52 24 52 64 64 68 68 72 26.1%26.8%32.3% 87.5% 33.1% 35.4% 32.3%33.0% 31.1% 50.0% 39.3% -300% -200% -100% 0% 100% 0 20 40 60 80 100 Year-end Dividends Interim Dividends Divident payout ratio 21 Shareholder Return（Dividends） （Plan） Dividends （Yen） • The interim dividend for FY2026 will be 36 yen per share, in line with the initial forecast. • The full - year dividend forecast for FY2026 remains unchanged at 72 yen per share. (Forecast dividend payout ratio: 39.3%)
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© 2026 YASKAWA Electric Corporation 18 • マスター テキストの書式設定 • 第 2 レベル • 第 3 レベル • 第 4 レベル • 第 5 レベル サブタイトルの書式設定 © 2026 YASKAWA Electric Corporation 3. Reference
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© 2026 YASKAWA Electric Corporation 23 23 Capital Expenditure, R&D Investment, Forex Rates and Sensitivity （Billions of yen） Capital expenditure Depreciation and Amortization R&D investment （yen） 1H 2H Full-Year 1H 2H Full-Year 1H 2H Full-Year USD 153.7 151.6 152.7 146.2 153.7 149.9 159.8 155.0 157.4 EUR 166.6 161.3 164.0 166.0 179.8 172.8 184.9 180.0 182.5 CNY 21.23 21.01 21.12 20.26 21.80 21.01 23.48 22.00 22.74 KRW 0.113 0.108 0.111 0.104 0.107 0.105 0.108 0.107 0.107 （Billions of yen） USD EUR CNY KRW F Y 2 0 2 4 (Results) F Y 2 0 2 5 (Results) F Y 2 0 2 6 (Plan) 58.00 20.80 21.08 26.00 40.67 57.04 23.77 24.01 24.00 F Y 2 0 2 6 (Forcasts)F Y 2 0 2 4 (Results) F Y 2 0 2 5 (Results) 0.40 0.18 1.63 0.71 0.09 1.35 0.37 Impact of 1% fluctuation (FY2026 Full-Year) Revenue Operating profit 0.40 Capital expenditure, R&D investment Forex rates Forex sensitivity
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© 2026 YASKAWA Electric Corporation 198.5 235.9 244.0 228.4 246.3 291.2 347.5 399.3 431.2 483.5 504.1 36.8 32.2 54.4 81.6 76.5 68 99.6 95.9 109.5 124.9 125.3 51.2% 53.5% 52.6% 50.7% 50.5% 52.1% 53.2% 56.9% 58.0% 59.5% 59.8% 0.24 0.29 0.34 0.39 0.44 0.49 0.54 0.59 0.0 500.0 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 1H Equity attributable to owners parent Interest-bearing debt Ratio of equity attributable to owners of parent ➢Ratio of equity attributable to owners of parent 59.5％ ➢Equity attributable to owners of parent 483.5 billion yen ➢Interest-bearing debt 124.9 billion yen (Cash and cash equivalents) 61.2 billion yen ➢D/E ratio 0.26 (Net D/E ratio) 0.13 ➢Inventory 210.8 billion yen (Turnover) (4.5 months) ➢ROE 7.7% ➢ROIC 6.9% ➢Ratio of equity attributable to owners of parent 59.8％ ➢Equity attributable to owners of parent 504.1 billion yen ➢Interest-bearing debt 125.3 billion yen (Cash and cash equivalents) 66.1 billion yen ➢D/E ratio 0.25 (Net D/E ratio) 0.12 ➢Inventory 218.1 billion yen (Turnover) (4.6 months) 24 Financial Indices Note: Data up to FY2017 are based on Japanese GAAP. *Interest-bearing debt includes lease obligations. *Inventory turnover=Value of inventory at end of period divided by the monthly revenue average for the last 6 months. *ROE = Profit attributable to owners of parent / Equity attributable to owners of parent (average of beginning and end of fiscal year) *ROIC = Profit attributable to owners of parent / Invested capital (Billions of yen) As of February 28, 2026 As of August 31, 2026 (Billions of yen) Operating CF 33.8 46.1 34.3 21.5 39.6 49.2 -2.2 54.6 56.5 52.2 45.6 Investment CF -18.9 -18.9 -27.1 -20.6 -9.6 -24.2 -19.7 -29.3 -21.3 -44.2 -29.6 Free CF 14.8 27.2 7.2 0.8 30 25.1 -21.9 25.3 35.2 8.0 16.0
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© 2026 YASKAWA Electric Corporation 25 0 20 40 60 80 100 120 0.0 500.0 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025 FY2026 Revenue Operating profit 1 Operating profit ratio 25 Revenue / Operating Profit (FY2016 – FY2026 Forecasts) Note2: The data for FY2017 are made on a reference basis. (March 21, 2017 – March 20, 2018) Note1: Data up to FY2017 are based on Japanese GAAP. (Forecasts) (Billions of yen) Dash 25 Challenge 25 Plus Realize 25 〈Reference basis〉 Dash 35
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© 2026 YASKAWA Electric Corporation 26 26 Quarterly Trends of Revenue and Operating Profit Motion Control FY2026 2Q Robotics System Engineering FY2025 3Q FY2025 4Q FY2026 1Q （Billions of yen）
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© 2026 YASKAWA Electric Corporation +0.4 +3.3 +1.5 -1.3 +1.2 14.1 27 Profit increase due to revenue increase Increase in total expenses Other Increase in added value FY2026 1Q （Billions of yen） Effects of changes in forex rates 13.6 Breakdown Effects of changes in forex rates Change in profit due to change in revenue Change in added value Change in total expenses Other Motion Control + 0.2 + 0.7 - 0.0 - 0.4 + 0.3 Robotics + 0.2 + 2.0 + 2.0 - 0.8 + 0.7 System Engineering - 0.0 + 0.7 - 0.6 - 0.4 - 0.0 Other + 0.0 - 0.1 + 0.0 + 0.2 + 0.1 Breakdown of Changes in Operating Profit in the Most Recent Quarter （FY2026 1Q → FY2026 2Q） FY2026 2Q +5.1
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© 2026 YASKAWA Electric Corporation 28 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 Japan The Americas Europe China Other Asian Countries 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 Japan The Americas Europe China Other Asian Countries 37.0 36.0 34.0 41.4 33.8 36.9 30.2 31.7 32.3 34.3 38.6 39.5 17.0 16.2 17.3 17.6 16.7 16.8 27.1 30.9 28.0 30.2 33.0 33.7 14.3 19.8 23.5 23.4 16.9 19.7 0.0 20.0 40.0 60.0 80.0 100.0 120.0 140.0 160.0 180.0 Japan The Americas Europe China Other Asian Countries Quarterly Revenue Trends Consolidated （億円） Robotics Motion Control （Billions of yen） （Billions of yen） （Billions of yen） 28
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© 2026 YASKAWA Electric Corporation 29 56.8 55.6 50.6 53.7 55.4 58.2 67.9 78.9 82.1 91.1 65.2 54.6 55.9 54.9 61.4 58.3 58.2 50.8 69.7 77.67.4 10.0 8.6 12.1 5.4 12.6 7.7 17.0 6.8 11.8 135.1 126.3 120.5 126.7 127.5 134.0 138.5 152.4 163.8 185.4 0.0 50.0 100.0 150.0 200.0 250.0 (M) (R) (S)29 Quarterly Order Trends by Business Segment *Average forex rates during period used Note: (M）＝Motion Control （R）＝Robotics （S）＝System Engineering （Billions of yen） 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q YoY -1% +1% -6% +15% -6% +6% +15% +20% +29% +38% QoQ +23% -7% -5% +5% +1% +5% +3% +10% +8% +13% ( M ) -3% +15% +5% +20% -2% +5% +34% +47% +48% +56% YoY ( R ) +12% +3% -11% +10% -6% +7% +4% -7% +14% +33% ( S ) -48% -40% -18% +26% -27% +25% -11% +40% +26% -6% ( M ) +27% -2% -9% +6% +3% +5% +17% +16% +4% +11% QoQ ( R ) +30% -16% +2% -2% +12% -5% -0% -13% +37% +11% ( S ) -23% +36% -14% +41% -55% +132% -39% +122% -60% +73% U.S. dollar 153.2 154.1 149.1 154.1 146.2 146.3 151.4 156.0 158.8 160.8 Euro 165.5 167.6 162.1 160.6 162.0 169.9 176.3 183.3 184.9 185.0 FY2024 FY2025 FY2026 Total Forex rates
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© 2026 YASKAWA Electric Corporation 30 31.1 36.1 36.0 38.3 32.8 41.1 33.2 46.7 41.0 48.6 30.9 27.9 26.3 30.5 30.5 30.5 42.3 45.2 44.2 48.822.3 16.0 19.0 13.6 15.9 15.4 16.0 12.7 21.3 20.931.2 26.8 24.5 26.6 29.8 27.7 30.6 28.2 35.3 37.519.6 19.6 14.7 17.8 18.5 19.3 16.4 19.5 22.1 29.6 135.1 126.3 120.5 126.7 127.5 134.0 138.5 152.4 163.8 185.4 0.0 50.0 100.0 150.0 200.0 250.0 Japan The Americas Europe China Oher Asian Countries30 Quarterly Order Trends by Location *Average forex rates during period used （Billions of yen） 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q YoY -1% +1% -6% +15% -6% +6% +15% +20% +29% +38% QoQ +23% -7% -5% +5% +1% +5% +3% +10% +8% +13% Japan -13% +2% +13% +18% +6% +14% -8% +22% +25% +18% The Americas +10% +7% -8% +32% -1% +9% +61% +48% +45% +60% YoY Europe +5% -13% -9% -15% -29% -4% -16% -7% +34% +36% China -1% -3% +1% +11% -5% +3% +25% +6% +19% +35% Other Asian Countries -4% +14% -34% +22% -6% -1% +11% +10% +19% +53% Japan -5% +16% -0% +6% -14% +25% -19% +41% -12% +18% The Americas +34% -10% -6% +16% +0% -0% +39% +7% -2% +10% QoQ Europe +40% -28% +19% -28% +17% -3% +4% -21% +68% -2% China +30% -14% -9% +9% +12% -7% +10% -8% +25% +6% Other Asian Countries +34% -0% -25% +21% +4% +5% -15% +19% +13% +34% FY2024 FY2025 FY2026 Total
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© 2026 YASKAWA Electric Corporation 31 Drives Business AC servo Drives YoY +76% +38% +33% QoQ +9% +14% +11% Japan +41% +32% +30% The Americas +170% +48% +12% YoY Europe +11% +57% +39% China +33% +14% +41% Other Asian Countries +195% +12% +35% Japan +4% +14% +39% The Americas +2% +23% -1% QoQ Europe +5% +25% -7% China +2% -4% +9% Other Asian Countries +54% -17% +28% Total Motion Control RoboticsFY2026 2Q order Motion Control AC Servo Business FY2026 1H FY2026 （Unit: billion JPY） Results Forecasts Total +20.6 +22.2 Motion Control +10.1 +11.0 Robotics +10.1 +10.8 System Engineering +0.2 +0.1 Other +0.1 +0.2 YoY31 Motion Control segment FY2026 1H revenue breakdown Revenue breakdown by business Forex rates impact on revenue Consolidated order: rates of change by business and location Revenue breakdown by location Quantitative Information (Forex rates impact, Order, Revenue ratio)
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© 2026 YASKAWA Electric Corporation 32 © 2026 YASKAWA Electric Corporation