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Yamaha Motor, Jan-Sep (Cumulative 3Q) Net Income Decreases by 68%, Jul-Sep Net Income Turns to Loss

Wed Nov 5, 2025 1:00 pm JST Earnings

7272 Yamaha Motor Co., Ltd. 【IFRS】

Earnings Report

Yamaha Motor Co., Ltd. <7272> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on November 5th (13:00). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) significantly dropped 68.1% from the same period last year to 43.3 billion yen. Progress toward the full-year plan of 45.0 billion yen was 96.4%, below the same period of the previous year of 125.9%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the October to December period (4Q) is expected to turn into a profit of 1.61 billion yen (compared to a loss of 27.9 billion yen in the same period last year).

In the most recent three-month period, from July to September (3Q), the consolidated net income/loss turned to a loss of 9.72 billion yen (compared to a profit of 23.2 billion yen in the same period last year). The operating profit margin worsened from 7.5% in the same period last year to 4.5%.

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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
Jan - Sep, 2023 1,835,211 199,404 196,245 142,863 148.3 83.1 Nov 7, 2023 IFRS
Jan - Sep, 2024 1,976,868 200,984 194,771 136,063 138.5 106.3 Nov 6, 2024 IFRS
Jan - Sep, 2025 1,910,272 112,427 113,211 43,386 44.7 ー Nov 5, 2025 IFRS
YoY -3.4% -44.1% -41.9% -68.1% -67.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,227,736 27,460 29,066 -4,789 -4.9 25 Feb 12, 2025 IFRS
Jul - Dec, 2025 Guidance 1,292,180 35,905 ー -8,106 -8.4 25 Aug 5, 2025 IFRS
YoY +5.2% +30.8% － -69.3% -71.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,414,759 243,920 236,073 158,421 163.6 48.33 Feb 14, 2024 IFRS
Dec, 2024 2,576,179 181,515 183,175 108,069 110.1 50 Feb 12, 2025 IFRS
Dec, 2025 Guidance 2,570,000 120,000 ー 45,000 46.4 50 Aug 5, 2025 IFRS
YoY -0.2% -33.9% － -58.4% -57.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 628,425 46,929 40,662 23,205 23.6 7.5 Nov 6, 2024 IFRS
Oct - Dec, 2024 599,311 -19,469 -11,596 -27,994 -28.5 -3.2 Feb 12, 2025 IFRS
Jan - Mar, 2025 625,947 43,569 45,405 30,672 31.5 7.0 May 13, 2025 IFRS
Apr - Jun, 2025 651,873 40,526 37,515 22,434 23.1 6.2 Aug 5, 2025 IFRS
Jul - Sep, 2025 632,452 28,332 30,291 -9,720 -10.0 4.5 Nov 5, 2025 IFRS
YoY +0.6% -39.6% -25.5% － －

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