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YAMATO Mobility, Net Income Forecast for the Fiscal Year Revised Downward to a Loss, 37% Deficit Against Net Assets

Fri Nov 14, 2025 3:00 pm JST Earnings

7886 YAMATO Mobility & Mfg. Co.,Ltd. 【J-GAAP】

Earnings Report

YAMATO Mobility & Mfg. Co.,Ltd. <7886> [TSE Std] announced its financial results in the afternoon session on November 14th (15:00). The consolidated net income/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 203 million yen (compared to a profit of 22 million yen in the same period last year).

In addition, the full-year forecast for consolidated net income/loss has been revised downward from an expected profit of 120 million yen to a loss of 526 million yen (compared to a loss of 339 million yen in the previous period), turning to a loss outlook The deficit amounted to a 37.3% impairment of net assets at the end of the previous fiscal year..

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net loss for the October to March period (second half) is expected to further decrease loss of 323 million yen (compared to a loss of 361 million yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net loss expanded to a loss of 125 million yen (compared to a loss of 69 million yen in the same period last year). The operating profit/loss margin drastically worsened from -0.6% in the same period last year to -4.5%.

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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 7,519 -102 -177 -185 -140.6 ー Nov 10, 2023 J-GAAP
Apr - Sep, 2024 8,006 94 38 22 16.6 46.9 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 5,983 -190 -279 -203 -142.9 ー Nov 14, 2025 J-GAAP
YoY -25.3% － － － －

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 6,500 -160 -190 -220 -136.7 0 May 29, 2025 J-GAAP
Apr - Sep, 2025 Results 5,983 -190 -279 -203 -142.9 0 Nov 14, 2025 J-GAAP
Revision Rate -8.0% -18.8% -46.8% +7.7% -4.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 17,900 240 170 120 74.6 － May 29, 2025 J-GAAP
Mar, 2026 New 9,915 -339 -520 -526 -326.8 － Nov 14, 2025 J-GAAP
Revision Rate -44.6% － － － －

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 8,066 108 43 -361 -272.3 0 May 29, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,932 -149 -241 -323 -200.7 － Nov 14, 2025 J-GAAP
YoY -51.3% － － +10.5% +26.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 15,364 47 21 -149 -113.3 0 May 13, 2024 J-GAAP
Mar, 2025 16,072 202 81 -339 -255.7 0 May 29, 2025 J-GAAP
Mar, 2026 Guidance 9,915 -339 -520 -526 -326.8 － Nov 14, 2025 J-GAAP
YoY -38.3% － － -55.2% -27.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,883 -24 -65 -69 -52.1 -0.6 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 3,474 12 56 42 32.0 0.3 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 4,592 96 -13 -403 -304.0 2.1 May 29, 2025 J-GAAP
Apr - Jun, 2025 2,991 -56 -75 -78 -58.8 -1.9 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 2,992 -134 -204 -125 -88.0 -4.5 Nov 14, 2025 J-GAAP
YoY -22.9% -458.3% -213.8% -81.2% -68.8%

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