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YASKAWA Electric, Net Income Forecast for the Fiscal Year Revised Upward by 12%

Fri Oct 3, 2025 4:00 pm JST Earnings

6506 YASKAWA Electric Corporation 【IFRS】

Earnings Report

YASKAWA Electric Corporation <6506> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 3rd (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending February 2026 (March to August) was 18.2 billion yen, a 2.2% increase compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 12.1%, from the previous forecast of 33.0 billion yen to 37.0 billion yen (compared to 56.9 billion yen in the previous period), and the declining rate is expected to decrease from 42.1% to 35.1%.

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 September to February period (second half) is expected to significant drop 52.1% from the same period last year to 18.7 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated net income increased 30.5% from the same period last year, reaching 11.2 billion yen. The operating profit margin improved from 9.1% in the same period last year to 9.5%.

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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
Mar - Aug, 2023 288,978 33,062 34,543 24,228 92.7 50.0 Oct 6, 2023 IFRS
Mar - Aug, 2024 261,573 22,926 24,427 17,851 68.3 31.1 Oct 4, 2024 IFRS
Mar - Aug, 2025 260,195 23,334 25,204 18,247 70.4 49.9 Oct 3, 2025 IFRS
YoY -0.5% +1.8% +3.2% +2.2% +3.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 34 Apr 4, 2025 IFRS
Mar - Aug, 2025 Results 260,195 23,334 25,204 18,247 70.4 34 Oct 3, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 515,000 43,000 45,500 33,000 127.2 68 Jul 4, 2025 IFRS
Feb, 2026 New 525,000 48,000 50,500 37,000 142.7 68 Oct 3, 2025 IFRS
Revision Rate +1.9% +11.6% +11.0% +12.1% +12.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 276,109 27,230 54,027 39,136 150.1 34 Apr 4, 2025 IFRS
Sep - Feb, 2025 Guidance 264,805 24,666 25,296 18,753 72.3 34 Oct 3, 2025 IFRS
YoY -4.1% -9.4% -53.2% -52.1% -51.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 575,658 66,225 69,078 50,687 193.9 64 Apr 5, 2024 IFRS
Feb, 2025 537,682 50,156 78,454 56,987 218.6 68 Apr 4, 2025 IFRS
Feb, 2026 Guidance 525,000 48,000 50,500 37,000 142.7 68 Oct 3, 2025 IFRS
YoY -2.4% -4.3% -35.6% -35.1% -34.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 129,165 11,808 12,099 8,652 33.1 9.1 Oct 4, 2024 IFRS
Sep - Nov, 2024 132,116 11,387 38,563 27,633 105.8 8.6 Jan 10, 2025 IFRS
Dec - Feb, 2024 143,993 15,843 15,464 11,503 44.1 11.0 Apr 4, 2025 IFRS
Mar - May, 2025 125,642 10,503 9,849 6,952 26.8 8.4 Jul 4, 2025 IFRS
Jun - Aug, 2025 134,553 12,831 15,355 11,295 43.6 9.5 Oct 3, 2025 IFRS
YoY +4.2% +8.7% +26.9% +30.5% +31.6%

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