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MINEBEA MITSUMI, Net Income Forecast for the Fiscal Year Revised to a 71 Billion Yen, The Undecided Dividend Raised by 5 Yen

Thu Nov 6, 2025 3:30 pm JST Earnings

6479 MINEBEA MITSUMI Inc. 【IFRS】

Earnings Report

MINEBEA MITSUMI Inc. <6479> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 6th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 14.0% from the same period last year, reaching 28.5 billion yen.

In addition, the full-year forecast for consolidated net income has been revised from the previous range of 63.5 billion to 71.0 billion yen to a new 71.0 billion yen.

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 October to March period (second half) is expected to grow 23.4% from the same period last year, reaching 42.4 billion yen.

At the same time, the company has decided to implement a annual dividend of 50 yen for the current fiscal year, which was previously undecided (compared to 45 yen in the prior term).

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 48.4% from the same period last year, reaching 17.6 billion yen. However, the operating profit margin remained almost flat, changing from 6.6% in the same period last year to 6.6%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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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 672,117 28,490 31,529 20,496 50.3 41.7 Nov 2, 2023 IFRS
Apr - Sep, 2024 778,237 46,788 36,004 25,073 62.1 43.6 Nov 6, 2024 IFRS
Apr - Sep, 2025 778,314 44,387 40,370 28,585 71.2 ー Nov 6, 2025 IFRS
YoY +0.0% -5.1% +12.1% +14.0% +14.7%

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 774,500 42,750 ー 30,000 74.7 25 Aug 5, 2025 IFRS
Apr - Sep, 2025 Results 778,314 44,387 40,370 28,585 71.2 25 Nov 6, 2025 IFRS
Revision Rate +0.5% +3.8% － -4.7% -4.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,510,000 95,000 ー 67,250 167.5 － Aug 5, 2025 IFRS
Mar, 2026 New 1,550,000 100,000 ー 71,000 176.8 50 Nov 6, 2025 IFRS
Revision Rate +2.6% +5.3% － +5.6% +5.6%

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 744,466 47,694 46,605 34,384 85.4 25 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 771,686 55,613 ー 42,415 105.6 25 Nov 6, 2025 IFRS
YoY +3.7% +16.6% － +23.4% +23.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,402,127 73,536 75,545 54,035 133.1 40 May 10, 2024 IFRS
Mar, 2025 1,522,703 94,482 82,609 59,457 147.6 45 May 9, 2025 IFRS
Mar, 2026 Guidance 1,550,000 100,000 ー 71,000 176.8 50 Nov 6, 2025 IFRS
YoY +1.8% +5.8% － +19.4% +19.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 422,783 27,887 17,771 11,925 29.5 6.6 Nov 6, 2024 IFRS
Oct - Dec, 2024 369,643 27,806 25,566 18,581 46.1 7.5 Feb 5, 2025 IFRS
Jan - Mar, 2025 374,823 19,888 21,039 15,803 39.2 5.3 May 9, 2025 IFRS
Apr - Jun, 2025 366,925 17,432 15,589 10,889 27.1 4.8 Aug 5, 2025 IFRS
Jul - Sep, 2025 411,389 26,955 24,781 17,696 44.1 6.6 Nov 6, 2025 IFRS
YoY -2.7% -3.3% +39.4% +48.4% +49.3%

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