AOI Electronics (6832) Q3 2025 earnings summary

Executive summary

• 9M net sales rose 3.1% YoY to ¥26,303 million; operating, ordinary and net profit returned to profit from prior-year losses.

• Results reflected stronger orders for mobile-device and consumer-electronics components and improving thermal printhead inventory conditions; lower depreciation partly offset higher raw-material costs.

• Advanced Package Promotion Department established in December 2024 to accelerate manufacturing process improvements.

Financial highlights

• Net sales: ¥26,303 million (+3.1% YoY); gross profit: ¥4,232 million (+90.9%).

• Operating profit: ¥761 million vs. ¥942 million loss; ordinary profit: ¥865 million vs. ¥797 million loss.

• Profit attributable to owners: ¥781 million vs. ¥821 million loss; basic EPS: ¥69.77 vs. loss per share of ¥68.50.

Outlook and guidance

• FY ending March 31, 2025 forecast unchanged: net sales ¥36,500 million, operating profit ¥1,050 million, ordinary profit ¥1,050 million, profit attributable to owners ¥720 million, EPS ¥64.29.

• 9M progress against FY plans: revenue 72.1%, operating profit 72.5%, ordinary profit 82.4%, net income 108.5%.