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LIXIL, First Half Net Income Turns to Profit, Jul-Sep Net Income Increases by 2.2 times

Fri Oct 31, 2025 1:00 pm JST Earnings

5938 LIXIL Corporation 【IFRS】

Earnings Report

LIXIL Corporation <5938> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on October 31st (13:00). The consolidated net income/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 3.35 billion yen (compared to a loss of 3.93 billion yen in the same period last year). Progress toward the full-year plan of 8.00 billion yen was 41.9%, exceeding the five-year average of 36.3%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 21.7% from the same period last year to 4.64 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 2.2 times that of the same period last year, reaching 4.26 billion yen. However, the operating profit margin worsened from 2.8% in the same period last year to 1.2%.

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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 732,249 6,631 2,645 489 1.7 39.7 Oct 31, 2023 IFRS
Apr - Sep, 2024 739,775 9,880 4,087 -3,932 -13.7 20.3 Oct 30, 2024 IFRS
Apr - Sep, 2025 735,942 11,407 4,459 3,355 11.7 21.2 Oct 31, 2025 IFRS
YoY -0.5% +15.5% +9.1% － －

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 ー ー ー ー － 45 Apr 30, 2025 IFRS
Apr - Sep, 2025 Results 735,942 11,407 4,459 3,355 11.7 45 Oct 31, 2025 IFRS
Revision Rate － － － － －

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 764,922 19,807 16,063 5,933 20.7 45 Apr 30, 2025 IFRS
Oct - Mar, 2025 Guidance 804,058 18,593 16,541 4,645 16.2 45 Oct 31, 2025 IFRS
YoY +5.1% -6.1% +3.0% -21.7% -21.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,483,224 16,351 6,664 -13,908 -48.4 90 Apr 30, 2024 IFRS
Mar, 2025 1,504,697 29,687 20,150 2,001 7.0 90 Apr 30, 2025 IFRS
Mar, 2026 Guidance 1,540,000 30,000 21,000 8,000 27.8 90 Apr 30, 2025 IFRS
YoY +2.3% +1.1% +4.2% +299.8% +299.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 369,962 10,362 7,364 1,926 6.7 2.8 Oct 30, 2024 IFRS
Oct - Dec, 2024 400,681 18,526 17,189 8,215 28.6 4.6 Jan 31, 2025 IFRS
Jan - Mar, 2025 364,241 1,281 -1,126 -2,282 -8.0 0.4 Apr 30, 2025 IFRS
Apr - Jun, 2025 364,680 6,844 3,512 -909 -3.2 1.9 Jul 31, 2025 IFRS
Jul - Sep, 2025 371,262 4,563 947 4,264 14.8 1.2 Oct 31, 2025 IFRS
YoY +0.4% -56.0% -87.1% +121.4% +121.0%

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