Mazda Motor, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 28%, The Undecided Dividend Set at 55 Yen

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Fri Nov 7, 2025 1:30 pm JST Earnings

7261 Mazda Motor Corporation 【J-GAAP】

Earnings Report

Mazda Motor Corporation <7261> [TSE Prime] announced its financial results in the afternoon session on November 7th (13:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 21.2 billion yen (compared to a profit of 83.5 billion yen in the same period last year).

However, the full-year forecast for consolidated ordinary profit has been revised upward 28.3%, from the previous forecast of 53.0 billion yen to 68.0 billion yen (compared to 188 billion yen in the previous period), and the declining rate is expected to decrease from 72.0% to 64.0%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 15.3% from the same period last year to 89.2 billion yen.

In light of the strong performance, the company has decided to implement a annual dividend of 55 yen for the current fiscal year, which was previously undecided (compared to 55 yen in the prior term).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.0 times that of the same period last year, reaching 12.9 billion yen. However, the operating profit/loss margin drastically worsened from 4.4% in the same period last year to -0.7%.

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	2,317,259	129,611	179,235	108,132	171.6	56.0	Nov 7, 2023	J-GAAP
Apr - Sep, 2024	2,393,919	103,048	83,513	35,334	56.1	44.2	Nov 7, 2024	J-GAAP
Apr - Sep, 2025	2,238,463	-53,879	-21,294	-45,284	-71.8	ー	Nov 7, 2025	J-GAAP
YoY	-6.5%	－	－	－	－

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	－	25	Aug 5, 2025	J-GAAP
Apr - Sep, 2025 Results	2,238,463	-53,879	-21,294	-45,284	-71.8	25	Nov 7, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	4,900,000	50,000	53,000	20,000	31.7	－	Aug 5, 2025	J-GAAP
Mar, 2026 New	4,900,000	50,000	68,000	20,000	31.7	55	Nov 7, 2025	J-GAAP
Revision Rate	0.0%	0.0%	+28.3%	0.0%	0.0%

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	2,624,974	83,077	105,483	78,745	124.9	30	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	2,661,537	103,879	89,294	65,284	103.5	30	Nov 7, 2025	J-GAAP
YoY	+1.4%	+25.0%	-15.3%	-17.1%	-17.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	4,827,662	250,503	320,120	207,696	329.7	60	May 10, 2024	J-GAAP
Mar, 2025	5,018,893	186,125	188,996	114,079	181.0	55	May 12, 2025	J-GAAP
Mar, 2026 Guidance	4,900,000	50,000	68,000	20,000	31.7	55	Nov 7, 2025	J-GAAP
YoY	-2.4%	-73.1%	-64.0%	-82.5%	-82.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	1,188,356	52,688	3,246	-14,480	-23.0	4.4	Nov 7, 2024	J-GAAP
Oct - Dec, 2024	1,295,500	45,206	73,256	55,245	87.7	3.5	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	1,329,474	37,871	32,227	23,500	37.3	2.8	May 12, 2025	J-GAAP
Apr - Jun, 2025	1,099,770	-46,115	-34,255	-42,104	-66.8	-4.2	Aug 5, 2025	J-GAAP
Jul - Sep, 2025	1,138,693	-7,764	12,961	-3,180	-5.0	-0.7	Nov 7, 2025	J-GAAP
YoY	-4.2%	－	+299.3%	+78.0%	+78.1%