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Komatsu (6301) investor relations material

Komatsu Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary29 Jul, 2025

Executive summary

  • Net sales declined 5.2% year-over-year to JPY 909.5 billion, with operating income down 10.6% to JPY 140.4 billion and net income down 16.9% to JPY 91.2 billion, mainly due to yen appreciation and lower sales volume.

  • Sales and profits were negatively impacted by the appreciation of the yen, despite improved selling prices partially offsetting lower volumes and higher costs.

  • Launched a three-year Strategic Growth Plan focused on innovation, growth, and business transformation.

  • Tariff impacts in Q1 were minimal, but ongoing U.S. tariff policy and FX volatility remain key factors.

Financial highlights

  • Operating income ratio decreased to 15.4%, down 1 point year-over-year.

  • Shareholders' equity ratio declined by 1.9 points to 53.1%.

  • Total assets rose to JPY 5,846.2 billion, mainly from increased inventory assets.

  • Comprehensive income fell sharply to JPY 64.3 billion from JPY 288.2 billion, mainly due to foreign currency translation losses.

  • Cash and cash equivalents increased to JPY 448.9 billion, up JPY 63.3 billion from the previous fiscal year-end.

Outlook and guidance

  • Full-year FY2025/FY2026 guidance maintained: net sales JPY 3,745 billion (-8.8%), operating income JPY 478 billion (-27.3%), net income JPY 309 billion (-29.7%).

  • No changes to dividend projections; total annual dividend forecast at JPY 190 per share.

  • Price increases to be implemented from August orders, expected to offset at least half of cost increases in H2.

  • U.S. tariff cost impact revised downward, with a 30 billion yen reduction in payment basis and 3.5 billion yen less impact on profit and loss compared to April forecast.

  • Guidance does not reflect the impact of planned share repurchases and cancellations.

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Frequently asked questions

Komatsu Ltd. is a Japanese multinational corporation specializing in the manufacturing of construction, mining, and industrial equipment. The company produces machinery such as excavators, bulldozers, and dump trucks, as well as equipment for forestry and agriculture. Komatsu also offers solutions in automation and smart construction technology. The company serves industries including construction, mining, infrastructure, and energy. Komatsu Ltd. is headquartered in Tokyo, Japan, and its shares are listed on the TSE.

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