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Investor Presentaiton

Market & Business Environments in the Second Quarter [Legend] ✓ = Market environment ✓ Impact of COVID-19 <Overall> <Domestic> <Overseas> ➤ = Business environment Market & Business Environments ISEKI TRANSFORMATION IX2025 Supply chain disruption (shortage of containers for marine transportation, delayed procurement of parts for production) Soaring raw material prices Impact on sales activities, including exhibition cancellations Pullback effect with withdrawal of government subsidies for business continuity, which had stimulated demand in the same period of the previous year. North America: Compact tractors market entered an adjustment phase, but orders to recover the local inventory levels were brisk. Europe: Increased demand due to lifestyle changes ✓ Falling domestic rice prices (June 2020: ¥14,225/60kg ⇒ June 2021: ¥12,618/60kg) *1 <Domestic> Decrease in farmers' willingness to buy ✓ Russia's invasion of Ukraine Sales: No direct impact as we do not conduct sales activities in this region. Purchasing: Supply chain disruption, concern that raw material prices will soar further <Overall> ✓ Yen depreciation <Overall> Minor impact on operating income *1 Relative trading price (average of all grades) Source: Monthly Report on Rice, Ministry of Agriculture, Forestry and Fisheries Financial Results Briefing for the Second Quarter of the Fiscal Year Ending December 31, 2022 夢ある農業応援団と LO 5
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