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Shoei (7839) investor relations material

Shoei Q4 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2026 earnings summary13 Nov, 2026

Executive summary

  • FY2026 net sales rose 7.6% to ¥34,814.9m, operating profit increased 11.7% to ¥9,942.2m and parent profit rose 14.3% to ¥7,223.0m.

  • Consolidated unit sales grew 1.7%, supported by price increases, yen depreciation and stronger demand in China and Japan despite weaker European volumes.

Financial highlights

  • Gross profit increased to ¥16,705.1m from ¥15,023.9m; ordinary profit rose 14.7% to ¥10,207.8m.

  • Operating income benefited from higher sales volume, unit prices and yen depreciation; higher cost of sales and SG&A expenses offset some gains.

  • Basic EPS was ¥140.06; comprehensive income increased to ¥8,113.0m from ¥6,295.9m.

Outlook and guidance

  • FY2027 net sales are forecast at ¥36,910m (+6.0%); operating income at ¥9,450m (-5.0%), ordinary profit at ¥9,590m (-6.1%) and parent profit at ¥6,850m (-5.2%).

  • Unit sales are forecast to rise 8.4% to 701 thousand; regional sales forecasts are North America +20.3%, China +12.6%, Japan +5.3% and Europe +1.5%.

  • Guidance assumes ¥155/$ and ¥175/€; yen strength, the comparison with prior US tariff refunds and higher R&D costs are expected to weigh on profits.

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Frequently asked questions

Shoei Co Ltd. is a Japanese company primarily engaged in the design, manufacture, and sale of helmets for motorcycles and other safety applications. The company's product lineup includes motorcycle helmets, racing helmets, and helmets designed for industrial and recreational activities. Shoei Co Ltd. leverages advanced technology and materials to ensure high safety standards and comfort in their products. The company serves a global market, providing safety gear to professional racers, motorcycle enthusiasts, and industries requiring protective headgear. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.