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Isuzu Motors (7202) investor relations material
Isuzu Motors Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary12 Nov, 2025
Executive summary
First half FY2026 profit declined by ¥28.0 billion year-over-year, despite higher unit sales and improved price realization, due to adverse FX, unfavorable CV destination mix, U.S. tariffs, and rising costs.
Vehicle sales rose 13.6% year-over-year to 280,364 units for the six months ended September 30, 2025, driven by strong domestic and overseas demand, especially in the Middle East, Africa, and Thailand, despite inventory adjustments in North America.
Revenue increased 5.4% year-over-year to ¥1,637.3 billion, with Japan up 11.9% and overseas up 1.4%.
Operating profit declined 21.1% year-over-year to ¥104.6 billion due to negative foreign exchange effects, higher material costs, and U.S. tariffs, despite higher sales volumes and price realization.
Profit attributable to owners of parent fell 11.1% year-over-year to ¥69.8 billion.
Financial highlights
First half FY2026 revenue: ¥1,637.3 billion (+5% YoY); operating profit: ¥104.6 billion (-21% YoY); profit before tax: ¥117.4 billion (-15% YoY); profit attributable to owners: ¥69.8 billion (-11% YoY).
Global sales units for the first half: 282,000 (+9% YoY).
Gross profit decreased to ¥320.6 billion from ¥341.1 billion year-over-year.
Basic earnings per share dropped to ¥98.76 from ¥105.10 year-over-year.
Total assets increased to ¥3,397.2 billion, and total equity rose to ¥1,566.7 billion as of September 30, 2025.
Outlook and guidance
FY2026 full-year revenue forecast: ¥3,300.0 billion (+2% YoY); operating profit: ¥210.0 billion (-8% YoY); profit attributable to owners: ¥130.0 billion (-7% YoY).
Basic earnings per share forecast is ¥185.55, factoring in share repurchases.
CV sales outlook in Japan unchanged; overseas CV forecast revised down by 3,000 units due to Indonesia, but other regions ahead of plan.
LCV sales in Thailand and exports revised down by 10,000 and 9,000 units, respectively, due to weak recovery and Middle East demand.
Aftersales business revenue forecast raised to ¥600.0 billion, expected to achieve FY2027 target one year early.
Future impact of negative profit factors?
North America inventory normalization outlook?
Long-term borrowing purpose?
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Next Isuzu Motors earnings date
Q3 20266 Feb, 2026
Next Isuzu Motors earnings date
Q3 20266 Feb, 2026
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Frequently asked questions
Isuzu Motors Limited is an automotive manufacturer specializing in the production and sale of commercial vehicles, diesel engines, and related components. The company offers a range of trucks, buses, and utility vehicles designed for industrial, commercial, and transportation applications. Isuzu also develops and supplies diesel engines for various uses, including automotive, marine, and industrial machinery. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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