AOI Electronics (6832) Q1 2026 earnings summary

Executive summary

• Q1 net sales rose 8.8% YoY to ¥9,317 million, supported by recovery in consumer-device demand and growth in both segments.

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

• Ordinary profit declined 42.0% to ¥253 million; profit attributable to owners of parent fell 51.2% to ¥203 million.

Financial highlights

• Gross profit rose 11.0% YoY to ¥1,591 million, from ¥1,433 million.

• Basic EPS decreased to ¥18.16 from ¥37.22 YoY.

• Total assets were ¥51,201 million as of June 30, 2025, down ¥391 million from March 31, 2025; net assets were ¥42,789 million.

Outlook and guidance

• FY ending March 2026 forecast: net sales ¥38,800 million, operating profit ¥500 million, ordinary profit ¥500 million and profit attributable to owners of parent ¥450 million.

• Q1 progress against full-year plan: sales 24.0%, operating profit 44.6%, ordinary profit 50.6% and net income 45.1%.

• Annual dividend forecast maintained at ¥54.00 per share.