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KUBOTA, Net Income Forecast for the Fiscal Year Revised Downward by 28%

Tue Aug 5, 2025 2:00 pm JST Earnings

6326 KUBOTA CORPORATION 【IFRS】

Earnings Report

KUBOTA CORPORATION <6326> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on August 5th (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending December 2025 (January to June) dropped 38.7% from the same period last year to 92.4 billion yen.

In addition, the full-year forecast for consolidated net income has decreased 27.6%, from the previous forecast of 196 billion yen to 142 billion yen (compared to 230 billion yen in the previous period), leading to an increase in the profit decline rate from 14.9% to 38.4%.

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 July to December period (second half) is expected to drop 37.8% from the same period last year to 49.5 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated net income dropped to 51.1 billion yen, a 34.3% decrease compared to the same period last year. The operating profit margin decreased from 13.0% in the same period last year to 11.0%.

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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
Jan - Jun, 2023 1,520,040 184,574 191,841 128,823 108.6 56.0 Aug 4, 2023 IFRS
Jan - Jun, 2024 1,579,599 207,344 216,727 150,804 128.3 64.6 Aug 7, 2024 IFRS
Jan - Jun, 2025 1,454,933 143,028 151,451 92,479 80.6 64.2 Aug 5, 2025 IFRS
YoY -7.9% -31.0% -30.1% -38.7% -37.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance 1,520,000 140,000 149,000 98,000 86.2 25 Feb 13, 2025 IFRS
Jan - Jun, 2025 Results 1,454,933 143,028 151,451 92,479 80.6 25 Aug 5, 2025 IFRS
Revision Rate -4.3% +2.2% +1.6% -5.6% -6.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 3,050,000 280,000 297,000 196,000 172.4 50 Feb 13, 2025 IFRS
Dec, 2025 New 2,880,000 220,000 236,000 142,000 124.9 50 Aug 5, 2025 IFRS
Revision Rate -5.6% -21.4% -20.5% -27.6% -27.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,436,682 108,292 118,570 79,633 68.3 25 Feb 13, 2025 IFRS
Jul - Dec, 2025 Guidance 1,425,067 76,972 84,549 49,521 43.6 25 Aug 5, 2025 IFRS
YoY -0.8% -28.9% -28.7% -37.8% -36.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 3,020,711 328,829 342,289 238,455 201.7 48 Feb 14, 2024 IFRS
Dec, 2024 3,016,281 315,636 335,297 230,437 197.6 50 Feb 13, 2025 IFRS
Dec, 2025 Guidance 2,880,000 220,000 236,000 142,000 124.9 50 Aug 5, 2025 IFRS
YoY -4.5% -30.3% -29.6% -38.4% -36.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 804,367 104,394 110,608 77,882 66.3 13.0 Aug 7, 2024 IFRS
Jul - Sep, 2024 698,326 68,036 71,257 47,112 40.2 9.7 Nov 8, 2024 IFRS
Oct - Dec, 2024 738,356 40,256 47,313 32,521 27.9 5.5 Feb 13, 2025 IFRS
Jan - Mar, 2025 712,556 61,615 63,119 41,346 36.0 8.6 May 9, 2025 IFRS
Apr - Jun, 2025 742,377 81,413 88,332 51,133 44.6 11.0 Aug 5, 2025 IFRS
YoY -7.7% -22.0% -20.1% -34.3% -32.8%

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