Ai Robotics (247A) Q2 2026 earnings summary

Executive summary

• H1 FY3/2026 net sales reached a record ¥10,542 million, up 66.4% YoY; reported operating profit was ¥701.8 million, or ¥2,001 million excluding upfront investments.

• Yunth and Brighte sales continued to grow, while Straine launched strongly; recovery of upfront investments is expected from H2 onward.

Financial highlights

• Net sales rose to ¥10,542 million from ¥6,335 million YoY; gross profit increased 59.4% to ¥7,991 million.

• Reported operating profit fell 41.7% YoY to ¥701.8 million; excluding ¥1,300 million of upfront investments, it was ¥2,001 million, up 66.2%.

• Ordinary profit was ¥686.9 million, down 40.8%; profit attributable to owners of parent was ¥468.7 million, down 42.7%.

Outlook and guidance

• FY3/2026 forecast remains unchanged: net sales ¥28,000 million, operating profit ¥4,800 million, ordinary profit ¥4,775 million and profit attributable to owners ¥3,330 million.

• Recovery of upfront investments is expected in H2 FY3/2026 and beyond, with the investments expected to become profitable over that period.

• FY3/2029 targets: net sales ¥220.0 billion, operating profit ¥40.0 billion and net profit ¥28.0 billion.