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AICHI STEEL, Net Income Forecast for First Half Revised Upward by 52%, Dividend Revised Upward by 18.5 Yen

Thu Jul 31, 2025 2:40 pm JST Earnings

5482 AICHI STEEL CORPORATION 【IFRS】

Earnings Report

AICHI STEEL CORPORATION <5482> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on July 31st (14:40). The consolidated net income for the first quarter of the fiscal year ending March 2026 (April to June) surged 3.2 times that of the same period last year, reaching 3.56 billion yen.

In addition, the April to September period (first half) consolidated net income has been revised upward 51.7%, from the previous forecast of 2.90 billion yen to 4.40 billion yen (compared to 1.68 billion yen in the same period of the previous year), increasing the growth rate from 72.3% to 2.6 times.

Furthermore, the full-year forecast for consolidated net income forecast remains unchanged from the estimate of 9.50 billion yen(compared to 7.82 billion yen in the previous period).

At the same time, the dividend for the first half of this fiscal year has been increased from the original plan of 57.75 yen to 67 yen, and the dividend for the second half has also been revised upwards from the original plan of 57.75 yen to 67 yen. The annual dividend will be 134 yen (compared to 160 yen before the 4-for-1 forward stock split in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin significantly improved from 2.1% in the same period last year to 6.0%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 73,813 3,067 3,576 2,277 28.9 68.5 Jul 28, 2023 IFRS
Apr - Jun, 2024 71,933 1,485 1,875 1,122 14.2 62.3 Jul 31, 2024 IFRS
Apr - Jun, 2025 75,086 4,528 4,610 3,568 50.8 76.8 Jul 31, 2025 IFRS
YoY +4.4% +204.9% +145.9% +218.0% +257.5%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 145,000 4,200 4,200 2,900 45.3 57.75 May 15, 2025 IFRS
Apr - Sep, 2025 New 148,000 6,000 6,000 4,400 68.7 67 Jul 31, 2025 IFRS
Revision Rate +2.1% +42.9% +42.9% +51.7% +51.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 300,000 14,000 14,000 9,500 147.9 115.50 May 15, 2025 IFRS
Mar, 2026 New 300,000 14,000 14,000 9,500 147.9 134 Jul 31, 2025 IFRS
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 144,963 3,298 3,008 1,683 21.3 17.50 Oct 31, 2024 IFRS
Apr - Sep, 2025 Guidance 148,000 6,000 6,000 4,400 68.7 67 Jul 31, 2025 IFRS
YoY +2.1% +81.9% +99.5% +161.4% +222.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 296,516 10,372 10,947 6,593 83.5 25 Apr 26, 2024 IFRS
Mar, 2025 299,287 12,016 11,907 7,820 99.5 40 Apr 25, 2025 IFRS
Mar, 2026 Guidance 300,000 14,000 14,000 9,500 147.9 134 Jul 31, 2025 IFRS
YoY +0.2% +16.5% +17.6% +21.5% +48.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 71,933 1,485 1,875 1,122 14.2 2.1 Jul 31, 2024 IFRS
Jul - Sep, 2024 73,030 1,813 1,133 561 7.1 2.5 Oct 31, 2024 IFRS
Oct - Dec, 2024 76,909 4,409 5,049 3,975 50.3 5.7 Jan 31, 2025 IFRS
Jan - Mar, 2025 77,415 4,309 3,850 2,162 27.5 5.6 Apr 25, 2025 IFRS
Apr - Jun, 2025 75,086 4,528 4,610 3,568 50.8 6.0 Jul 31, 2025 IFRS
YoY +4.4% +204.9% +145.9% +218.0% +257.5%

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