kabutan

AOI ELECTRONICS, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 9%, Exceeds Full-Year Plan

Wed Feb 4, 2026 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 February 4th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 9.2% from the same period last year to 785 million yen. Progress toward the full-year plan of 700 million yen is 112.1%, but it was lower than the five-year average of 151.6%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary loss for the January to March period (4Q) is expected to further decrease loss of 85 million yen (compared to a loss of 446 million yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 189 million yen, a 42.4% decrease compared to the same period last year. The operating profit/loss margin drastically worsened from 2.6% in the same period last year to -0.5%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 25,518 -942 -797 -821 -68.5 ー Feb 2, 2024 J-GAAP
Apr - Dec, 2024 26,303 761 865 781 69.8 206.4 Feb 5, 2025 J-GAAP
Apr - Dec, 2025 28,485 427 785 549 49.1 112.1 Feb 4, 2026 J-GAAP
YoY +8.3% -43.9% -9.2% -29.7% -29.6%

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
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
Oct - Dec, 2025 9,325 -48 189 135 12.1 -0.5 Feb 4, 2026 J-GAAP
YoY +7.8% － -42.4% -55.3% -55.3%

Related Articles