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AOI ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 40%

Fri Oct 31, 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 October 31st (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 11.0% from the same period last year, reaching 596 million yen, resulting in an increase in profits compared to the previous forecast of a 25.5% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 40.0%, from the previous forecast of 500 million yen to 700 million yen (compared to 419 million yen in the previous period), increasing the growth rate from 19.3% to 67.1%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the October to March period (second half) is expected to turn into a profit of 104 million yen (compared to a loss of 118 million yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.4 times that of the same period last year, reaching 343 million yen. The operating profit margin improved from 2.0% in the same period last year to 2.6%.

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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 17,076 -789 -646 -657 -54.8 ー Oct 27, 2023 J-GAAP
Apr - Sep, 2024 17,651 539 537 479 42.8 128.2 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 19,160 475 596 414 37.0 85.1 Oct 31, 2025 J-GAAP
YoY +8.5% -11.9% +11.0% -13.6% -13.6%

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 19,200 400 400 360 32.2 25 Aug 1, 2025 J-GAAP
Apr - Sep, 2025 Results 19,160 475 596 414 37.0 25 Oct 31, 2025 J-GAAP
Revision Rate -0.2% +18.8% +49.0% +15.0% +15.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 38,800 500 500 450 40.2 54 May 9, 2025 J-GAAP
Mar, 2026 New 38,800 700 700 480 42.9 54 Oct 31, 2025 J-GAAP
Revision Rate 0.0% +40.0% +40.0% +6.7% +6.7%

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 17,323 -101 -118 -301 -26.9 29 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 19,640 225 104 66 5.9 29 Oct 31, 2025 J-GAAP
YoY +13.4% － － － －

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 38,800 700 700 480 42.9 54 Oct 31, 2025 J-GAAP
YoY +10.9% +59.8% +67.1% +169.7% +169.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 9,843 252 343 211 18.9 2.6 Oct 31, 2025 J-GAAP
YoY +8.3% +41.6% +239.6% +234.9% +234.8%

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