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AICHI ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 1% Increase, Raises Record High Profit

Thu Oct 30, 2025 2:40 pm JST Earnings

6623 AICHI ELECTRIC CO.,LTD. 【J-GAAP】

Earnings Report

AICHI ELECTRIC CO.,LTD. <6623> [NSE Prem] announced its financial results in the afternoon session on October 30th (14:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 19.5% from the same period last year, reaching 5.44 billion yen, resulting in an increase in profits compared to the previous forecast of a 7.8% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 23.7%, from the previous forecast of 7.60 billion yen to 9.40 billion yen (compared to 9.32 billion yen in the previous period), record profits reach two consecutive terms, turning to a 0.8% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 17.0% from the same period last year to 3.95 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 36.5% from the same period last year, reaching 2.90 billion yen. The operating profit margin improved from 6.8% in the same period last year to 8.5%.

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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
Apr - Sep, 2023 53,788 3,258 4,347 3,015 317.8 52.3 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 57,930 4,074 4,555 3,205 340.7 48.9 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 60,147 5,134 5,444 3,925 417.8 57.9 Oct 30, 2025 J-GAAP
YoY +3.8% +26.0% +19.5% +22.5% +22.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 58,500 4,100 4,200 3,100 329.9 110 Jul 31, 2025 J-GAAP
Apr - Sep, 2025 Results 60,147 5,134 5,444 3,925 417.8 110 Oct 30, 2025 J-GAAP
Revision Rate +2.8% +25.2% +29.6% +26.6% +26.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 128,000 7,700 7,600 5,300 563.9 220 Apr 30, 2025 J-GAAP
Mar, 2026 New 126,000 9,100 9,400 6,700 712.9 220 Oct 30, 2025 J-GAAP
Revision Rate -1.6% +18.2% +23.7% +26.4% +26.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 62,340 4,591 4,768 3,479 370.1 140 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 65,853 3,966 3,956 2,775 295.3 110 Oct 30, 2025 J-GAAP
YoY +5.6% -13.6% -17.0% -20.2% -20.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 110,595 7,059 8,312 5,937 625.6 160 Apr 30, 2024 J-GAAP
Mar, 2025 120,270 8,665 9,323 6,684 711.0 220 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 126,000 9,100 9,400 6,700 712.9 220 Oct 30, 2025 J-GAAP
YoY +4.8% +5.0% +0.8% +0.2% +0.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 31,853 2,161 2,131 1,548 164.5 6.8 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 29,627 2,678 2,677 1,793 190.7 9.0 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 32,713 1,913 2,091 1,686 179.3 5.8 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 28,744 2,465 2,535 1,930 205.5 8.6 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 31,403 2,669 2,909 1,995 212.3 8.5 Oct 30, 2025 J-GAAP
YoY -1.4% +23.5% +36.5% +28.9% +29.1%

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