AOI Electronics (6832) Q2 2025 earnings summary

Executive summary

• Six-month net sales rose 3.4% YoY to ¥17,651 million; operating profit recovered to ¥539 million from a prior-year loss.

• Ordinary profit was ¥537 million and profit attributable to owners of parent was ¥479 million, both recovering from prior-year losses.

• Comprehensive income improved to ¥408 million from a loss of ¥592 million.

Financial highlights

• Gross profit was ¥2,777 million, with a gross margin of 15.7%.

• Operating profit was ¥539 million versus a ¥789 million loss; lower depreciation following prior-year impairment helped offset higher raw-material costs.

• Basic EPS improved to ¥42.78 from a loss of ¥54.80.

Outlook and guidance

• FY2025 forecast: net sales ¥36,500 million, operating profit ¥1,050 million, profit attributable to owners of parent ¥720 million and EPS ¥64.29; forecasts unchanged.

• H1 progress against FY plans: sales 48.4%, operating profit 51.3%, ordinary profit 51.1% and net income 66.5%.