Yokohama Rubber, Net Income Forecast for the Fiscal Year Revised Upward by 8%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

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Tue Aug 12, 2025 2:00 pm JST Earnings

5101 The Yokohama Rubber Company,Limited 【IFRS】

Earnings Report

The Yokohama Rubber Company,Limited <5101> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on August 12th (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending December 2025 (January to June) decreased 23.7% from the same period last year to 35.5 billion yen.

However, the full-year forecast for consolidated net income has been revised upward 8.0%, from the previous forecast of 81.5 billion yen to 88.0 billion yen (compared to 74.9 billion yen in the previous period), increasing the growth rate from 8.8% to 17.5%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the July to December period (second half) is expected to expand 85.1% from the same period last year, reaching 52.4 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 102 yen to 112 yen (compared to 98 yen in the previous period).

In the most recent three-month period, from April to June (2Q), the consolidated net income amounted to 27.0 billion yen, an increase of 0.8% compared to the same period last year. The operating profit margin rose from 10.8% in the same period last year to 11.7%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Jun, 2023	443,164	28,182	37,067	27,678	172.6	35.0	Aug 10, 2023	IFRS
Jan - Jun, 2024	525,283	56,254	63,121	46,579	290.5	54.7	Aug 9, 2024	IFRS
Jan - Jun, 2025	579,201	54,858	50,662	35,535	224.9	ー	Aug 12, 2025	IFRS
YoY	+10.3%	-2.5%	-19.7%	-23.7%	-22.6%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2025 Guidance	575,000	38,500	ー	19,500	123.7	48	Feb 19, 2025	IFRS
Jan - Jun, 2025 Results	579,201	54,858	50,662	35,535	224.9	48	Aug 12, 2025	IFRS
Revision Rate	+0.7%	+42.5%	－	+82.2%	+81.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	1,220,000	132,000	ー	81,500	516.8	102	Feb 19, 2025	IFRS
Dec, 2025 New	1,235,000	140,500	ー	88,000	558.0	112	Aug 12, 2025	IFRS
Revision Rate	+1.2%	+6.4%	－	+8.0%	+8.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	569,463	62,903	52,238	28,340	177.0	52	Feb 19, 2025	IFRS
Jul - Dec, 2025 Guidance	655,799	85,642	ー	52,465	332.7	64	Aug 12, 2025	IFRS
YoY	+15.2%	+36.1%	－	+85.1%	+88.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	985,333	100,351	105,975	67,234	419.3	84	Feb 16, 2024	IFRS
Dec, 2024	1,094,746	119,157	115,359	74,919	467.8	98	Feb 19, 2025	IFRS
Dec, 2025 Guidance	1,235,000	140,500	ー	88,000	558.0	112	Aug 12, 2025	IFRS
YoY	+12.8%	+17.9%	－	+17.5%	+19.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Apr - Jun, 2024	272,864	29,501	35,104	26,783	167.0	10.8	Aug 9, 2024	IFRS
Jul - Sep, 2024	257,623	29,518	16,432	14,262	88.9	11.5	Nov 14, 2024	IFRS
Oct - Dec, 2024	311,840	33,385	35,806	14,078	87.9	10.7	Feb 19, 2025	IFRS
Jan - Mar, 2025	275,118	19,340	13,875	8,525	53.7	7.0	May 15, 2025	IFRS
Apr - Jun, 2025	304,083	35,518	36,787	27,010	170.9	11.7	Aug 12, 2025	IFRS
YoY	+11.4%	+20.4%	+4.8%	+0.8%	+2.3%