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Yamaura (1780) investor relations material
Yamaura Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Despite Middle East instability, Japan's economy showed moderate recovery, driven by AI, semiconductors, data centers, and resilient private consumption.
Construction investment remained steady, with increased orders in manufacturing, transportation, hydroelectric, and public projects.
Net sales for the quarter fell 2.5% year-over-year to ¥8,216 million; operating profit dropped 8.9% to ¥753 million; ordinary profit declined 6.9% to ¥812 million; profit attributable to owners of parent decreased 2.8% to ¥551 million.
Financial highlights
Gross profit for the quarter was ¥1,524 million, up from ¥1,491 million year-over-year.
Comprehensive income rose 17.5% year-over-year to ¥741 million.
Basic earnings per share for the quarter were ¥29.13, down from ¥29.97 year-over-year.
Equity ratio at quarter-end was 71.1%.
Outlook and guidance
Full-year net sales forecast at ¥41,126 million, up 1.5% year-over-year; operating profit expected to rise 13.3% to ¥3,694 million; profit attributable to owners of parent projected at ¥2,714 million, up 14.2%.
No changes to previously announced financial forecasts.
Uncertainties remain due to labor shortages, FX risks, and high material costs, but focus remains on business synergies and capturing market needs.
- Revenue and profit fell sharply year-over-year, but full-year guidance and dividends were maintained.1780
Q2 202522 Jul 2026 - FY2025 is projected to achieve record revenue and profit, driven by a robust project backlog.1780
Q4 202522 Jul 2026 - Strong revenue and profit growth, high equity ratio, and increased interim dividend, with steady outlook.1780
Q2 202622 Jul 2026 - Revenue and profits fell from last year's peak, but financial stability and guidance are maintained.1780
Q3 202522 Jul 2026 - Revenue and profits rose, but outlook is cautious amid rising costs and market uncertainty.1780
Q4 202622 Jul 2026 - Q1 FY2025 saw double-digit declines in revenue and profit, but full-year guidance is unchanged.1780
Q1 202522 Jul 2026 - Strong revenue and profit growth led to upward revisions in full-year forecasts and dividends.1780
Q3 202622 Jul 2026 - Q1 FY2026 saw 18.6% revenue growth and a 62.9% surge in orders, with stable profitability.1780
Q1 202622 Jul 2026
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