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AOI ELECTRONICS, 59% Decrease in Ordinary Profit for The Current Fiscal Year
6832 AOI ELECTRONICS CO.,LTD. 【J-GAAP】
Earnings ReportAOI ELECTRONICS CO.,LTD. <6832> [TSE Std] announced its financial results in the afternoon session on May 8th (13:00). The consolidated ordinary profit for the fiscal year ended March 2026 expanded to 73.7% from the previous period to 728 million yen. However, for the fiscal year ending March 2027 is also bleak, with an expected significant drop by 58.8% from the previous period to 300 million yen.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary loss improved to a deficit of 57 million yen (compared to a loss of 446 million yen in the same period last year). The operating profit/loss margin improved from -3.7% in the same period last year to -1.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 33,941 | -1,548 | -1,287 | -5,260 | -439.8 | 54 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 34,974 | 438 | 419 | 178 | 15.9 | 54 | May 9, 2025 | J-GAAP |
| Mar, 2026 | 38,323 | 306 | 728 | 70 | 6.3 | 54 | May 8, 2026 | J-GAAP |
| YoY | +9.6% | -30.1% | +73.7% | -60.7% | -60.6% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Guidance | 38,800 | 700 | 700 | 480 | 42.9 | 54 | Oct 31, 2025 | J-GAAP |
| Mar, 2026 Results | 38,323 | 306 | 728 | 70 | 6.3 | 54 | May 8, 2026 | J-GAAP |
| Revision Rate | -1.2% | -56.3% | +4.0% | -85.4% | -85.4% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 19,160 | 475 | 596 | 414 | 37.0 | 25 | Oct 31, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 23,000 | 500 | 500 | 400 | 35.7 | 25 | May 8, 2026 | J-GAAP |
| YoY | +20.0% | +5.3% | -16.1% | -3.4% | -3.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 34,974 | 438 | 419 | 178 | 15.9 | 54 | May 9, 2025 | J-GAAP |
| Mar, 2026 | 38,323 | 306 | 728 | 70 | 6.3 | 54 | May 8, 2026 | J-GAAP |
| Mar, 2027 Guidance | 44,000 | 300 | 300 | 230 | 20.5 | 54 | May 8, 2026 | J-GAAP |
| YoY | +14.8% | -2.0% | -58.8% | +228.6% | +228.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 8,671 | -323 | -446 | -603 | -53.9 | -3.7 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 9,317 | 223 | 253 | 203 | 18.2 | 2.4 | Aug 1, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,843 | 252 | 343 | 211 | 18.9 | 2.6 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 9,325 | -48 | 189 | 135 | 12.1 | -0.5 | Feb 4, 2026 | J-GAAP |
| Jan - Mar, 2026 | 9,838 | -121 | -57 | -479 | -42.8 | -1.2 | May 8, 2026 | J-GAAP |
| YoY | +13.5% | +62.5% | +87.2% | +20.6% | +20.5% |
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