Financial Results for the First Half Ended September 30, 2025

from the beginning

Presentation Materials for Financial Results for the First Half Ended September 30, 2025

• Index

Progress of Medium-term Management Plan 2026 -Set for Next Stage-

• FY25 H1 Summary

• The Sojitz Growth Story

• The Sojitz Growth Story - Expansion of New Investments

• The Sojitz Growth Story - Enhancement of Existing Businesses

• The Sojitz Growth Story 1. Trading Business Capturing Supply Chain Changes

• The Sojitz Growth Story 2. Business Expansion in Uzbekistan

• Shareholder Returns Policy

Financial Results for the First Half Ended September 30, 2025 and Full Year Forecast of Fiscal Year Ending March 31, 2026

• Summary of Profit or Loss

• Summary of Balance Sheet

• Financial Summary

• Summary of Cash Flow

• Summary of Gross Profit by Segment

• Summary of Profit by Segment

• FY25 Forecast Profit for the Year by Segment

• Cash Flow Management

• Core Operating Cash Flow (Resource and Non-resource Businesses)

• MTP2026 - Investment Contributions

• FY25 H1 Investments and Asset Replacement

• Commodity Prices, Foreign Exchange, and Interest Rate

Segment Information

• Automotive(1)

• Automotive(2)

• Aerospace ,Transportation & Infrastructure(1)

• Aerospace ,Transportation & Infrastructure(2)

• Energy Solutions & Healthcare(1)

• Energy Solutions & Healthcare(2)

• Metals, Mineral Resources & Recycling(1)

• Metals, Mineral Resources & Recycling(2)

• Chemicals(1)

• Chemicals(2)

• Consumer Industry & Agriculture Business(1)

• Consumer Industry & Agriculture Business(2)

• Retail & Consumer Service(1)

• Retail & Consumer Service(2)

Supplemental Information

• Shareholder Returns Policy

• Changes in business Portfolio (Resource and Non-Resource Businesses)

• PL Summary(1)

• PL Summary(2)

• Balance Sheets Summary(1)

• Balance Sheets Summary(2)

• Financial Summary

• Cash Flow Summary

• Cash Flow Summary 1

• Cash Flow Summary 2

rogo