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AISIN, First Half Net Income Increases by 8.7 times, Jul-Sep Net Income Turns to Profit

Fri Oct 31, 2025 1:00 pm JST Earnings

7259 AISIN CORPORATION 【IFRS】

Earnings Report

AISIN CORPORATION <7259> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on October 31st (13:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 8.7 times that of the same period last year, reaching 69.8 billion yen. Progress toward the full-year plan of 125 billion yen was 55.8%, almost the same as the five-year average of 53.2%.

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 drop 44.5% from the same period last year to 55.1 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a profit of 30.2 billion yen (compared to a loss of 5.61 billion yen in the same period last year). The operating profit margin improved from 1.9% in the same period last year to 3.8%.

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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 2,454,701 90,850 108,220 69,645 86.1 72.2 Oct 31, 2023 IFRS
Apr - Sep, 2024 2,352,507 56,199 19,569 8,069 10.1 11.3 Oct 31, 2024 IFRS
Apr - Sep, 2025 2,472,066 96,060 106,422 69,811 93.2 49.5 Oct 31, 2025 IFRS
YoY +5.1% +70.9% +443.8% +765.2% +821.8%

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 － 30 Apr 25, 2025 IFRS
Apr - Sep, 2025 Results 2,472,066 96,060 106,422 69,811 93.2 30 Oct 31, 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 2,543,597 146,742 153,871 99,517 127.5 30 Apr 25, 2025 IFRS
Oct - Mar, 2025 Guidance 2,427,934 108,940 108,578 55,189 75.7 35 Oct 31, 2025 IFRS
YoY -4.5% -25.8% -29.4% -44.5% -40.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 4,909,557 143,396 149,877 90,813 112.3 56.67 Apr 26, 2024 IFRS
Mar, 2025 4,896,104 202,941 173,440 107,586 137.8 60 Apr 25, 2025 IFRS
Mar, 2026 Guidance 4,900,000 205,000 215,000 125,000 171.5 65 Apr 25, 2025 IFRS
YoY +0.1% +1.0% +24.0% +16.2% +24.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,168,368 22,496 -2,405 -5,612 -7.0 1.9 Oct 31, 2024 IFRS
Oct - Dec, 2024 1,249,664 59,788 72,828 41,710 52.9 4.8 Jan 31, 2025 IFRS
Jan - Mar, 2025 1,293,933 86,954 81,043 57,807 74.1 6.7 Apr 25, 2025 IFRS
Apr - Jun, 2025 1,220,384 47,876 57,316 39,557 52.3 3.9 Jul 31, 2025 IFRS
Jul - Sep, 2025 1,251,682 48,184 49,106 30,254 40.4 3.8 Oct 31, 2025 IFRS
YoY +7.1% +114.2% － － －

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