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AOI ELECTRONICS, Ordinary Profit Forecast for First Half Revised Upward by 60%

Fri Aug 1, 2025 1:00 pm JST Earnings

6832 AOI ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

AOI ELECTRONICS CO.,LTD. <6832> [TSE Std] announced its financial results in the afternoon session on August 1st (13:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) dropped 42.0% from the same period last year to 253 million yen.

However, the April to September period (first half) consolidated ordinary profit has been revised upward 60.0%, from the previous forecast of 250 million yen to 400 million yen (compared to 537 million yen in the same period of the previous year), and the declining rate is expected to decrease from 53.4% to 25.5%.

Furthermore, the full-year forecast for consolidated ordinary profit forecast remains unchanged from the estimate of 500 million yen(compared to 419 million yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin worsened from 4.2% in the same period last year to 2.4%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 8,326 -431 -323 -369 -30.8 ー Jul 28, 2023 J-GAAP
Apr - Jun, 2024 8,566 361 436 416 37.2 81.2 Aug 2, 2024 J-GAAP
Apr - Jun, 2025 9,317 223 253 203 18.2 63.2 Aug 1, 2025 J-GAAP
YoY +8.8% -38.2% -42.0% -51.2% -51.2%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 19,200 250 250 230 20.5 25 May 9, 2025 J-GAAP
Apr - Sep, 2025 New 19,200 400 400 360 32.2 25 Aug 1, 2025 J-GAAP
Revision Rate 0.0% +60.0% +60.0% +56.5% +56.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 17,651 539 537 479 42.8 25 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 Guidance 19,200 400 400 360 32.2 25 Aug 1, 2025 J-GAAP
YoY +8.8% -25.8% -25.5% -24.8% -24.8%

Current Period Guidance

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 Guidance 38,800 500 500 450 40.2 54 May 9, 2025 J-GAAP
YoY +10.9% +14.2% +19.3% +152.8% +152.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 8,566 361 436 416 37.2 4.2 Aug 2, 2024 J-GAAP
Jul - Sep, 2024 9,085 178 101 63 5.6 2.0 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 8,652 222 328 302 27.0 2.6 Feb 5, 2025 J-GAAP
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
YoY +8.8% -38.2% -42.0% -51.2% -51.2%

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