AOI Electronics (6832) Q1 2026 earnings summary

Executive summary

• Net sales rose 8.8% year-over-year to ¥9,317 million, driven by recovery in consumer device components demand.

• Operating profit fell 38.2% year-over-year to ¥223 million due to higher raw material costs, upfront investments, and increased R&D expenses.

• Ordinary profit dropped 42.0% year-over-year to ¥253 million; profit attributable to owners of parent declined 51.2% to ¥203 million.

• Integrated circuits sales increased 8.8% year-over-year; functional components sales rose 8.7%.

Financial highlights

• Gross profit for the quarter was ¥1,591 million, up from ¥1,433 million year-over-year.

• Basic earnings per share decreased to ¥18.16 from ¥37.22 year-over-year.

• Total assets as of June 30, 2025, were ¥51,201 million, down ¥391 million from March 31, 2025.

• Net assets stood at ¥42,789 million, with an equity-to-asset ratio of 83.6%.

Outlook and guidance

• Full-year net sales forecast is ¥38,800 million (up 10.9% year-over-year), with operating profit projected at ¥500 million (up 13.9%).

• Profit attributable to owners of parent for the full year is forecast at ¥450 million (up 152.7%).

• The company notes potential for significant changes in results due to global economic and market trends.