kabutan

ISUZU MOTORS, Jul-Sep (2Q) Net Income Increases by 5%

Wed Nov 12, 2025 2:00 pm JST Earnings

7202 ISUZU MOTORS LIMITED 【J-GAAP】

Earnings Report

ISUZU MOTORS LIMITED <7202> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on November 12th (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 11.1% from the same period last year to 69.8 billion yen. However, Progress toward the full-year plan of 130 billion yen was 53.7%, almost the same as the same period of the previous year of 56.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 2.1% from the same period last year to 60.1 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income grew 5.4% from the same period last year, reaching 28.4 billion yen. However, the operating profit margin worsened from 6.7% in the same period last year to 5.5%.

Kabutan News

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 1,637,979 143,195 157,964 88,108 113.7 50.5 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 1,553,534 132,633 137,813 78,569 105.1 56.3 Nov 11, 2024 IFRS
Apr - Sep, 2025 1,637,309 104,649 117,386 69,823 98.8 53.4 Nov 12, 2025 IFRS
YoY +5.4% -21.1% -14.8% -11.1% -6.0%

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 ー ー ー ー － 46 May 14, 2025 IFRS
Apr - Sep, 2025 Results 1,637,309 104,649 117,386 69,823 98.8 46 Nov 12, 2025 IFRS
Revision Rate － － － － －

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 1,682,114 96,828 107,151 61,493 83.8 46 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 1,662,691 105,351 102,614 60,177 87.2 46 Nov 12, 2025 IFRS
YoY -1.2% +8.8% -4.2% -2.1% +4.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 3,386,676 293,085 313,039 176,442 229.9 92 May 14, 2024 J-GAAP
Mar, 2025 3,235,648 229,461 244,964 140,062 190.8 92 May 14, 2025 IFRS
Mar, 2026 Guidance 3,300,000 210,000 220,000 130,000 188.4 92 May 14, 2025 IFRS
YoY +2.0% -8.5% -10.2% -7.2% -1.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 800,511 53,494 51,397 26,949 36.1 6.7 Nov 11, 2024 IFRS
Oct - Dec, 2024 802,238 59,846 66,796 31,283 42.2 7.5 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 879,876 36,982 40,355 30,210 41.2 4.2 May 14, 2025 IFRS
Apr - Jun, 2025 779,854 57,222 64,210 41,417 58.2 7.3 Aug 7, 2025 IFRS
Jul - Sep, 2025 857,455 47,427 53,176 28,406 40.2 5.5 Nov 12, 2025 IFRS
YoY +7.1% -11.3% +3.5% +5.4% +11.5%

Related Articles