AINAVO HOLDINGS (7539) Q4 2025 earnings summary

Executive summary

• Revenue increased 2.8% year-over-year to ¥92,272 million, with operating profit up 16.6% and net income attributable to shareholders rising 32.3%.

• Growth was driven by productivity improvements, expansion in energy-efficient products, and M&A activity.

• The company completed the final year of its 3-year mid-term plan, focusing on strengthening its core housing business and expanding into reform and non-residential markets.

Financial highlights

• Operating profit: ¥2,531 million (up 16.6% year-over-year).

• Ordinary profit: ¥2,849 million (up 15.0% year-over-year).

• Net income attributable to shareholders: ¥1,679 million (up 32.3% year-over-year).

• Comprehensive income: ¥1,904 million (up 46.7% year-over-year).

• EPS: ¥72.39 (stock split adjusted).

Outlook and guidance

• FY2026 revenue forecast: ¥98,500 million (+6.7% year-over-year).

• Operating profit forecast: ¥2,100 million (−17.1% year-over-year); net income forecast: ¥1,600 million (−4.7% year-over-year).

• Focus remains on M&A, business model transformation, and workforce development amid industry headwinds.