AOI Electronics (6832) Q4 2025 earnings summary

Executive summary

• Net sales rose 3.0% year-over-year to ¥34,974 million, with a return to profitability: operating profit of ¥438 million and net profit attributable to owners of parent of ¥178 million, reversing prior year losses.

• Integrated circuits and functional components both saw sales growth, driven by increased orders for mobile and consumer devices and thermal print heads.

• The business environment remains uncertain due to geopolitical risks, supply chain disruptions, and fluctuating demand in key markets such as EVs and industrial equipment.

Financial highlights

• Operating profit improved to ¥438 million from a loss of ¥1,548 million year-over-year; ordinary profit reached ¥419 million from a loss of ¥1,287 million.

• Net profit attributable to owners of parent was ¥178 million, compared to a loss of ¥5,260 million in the previous year.

• Gross margin improved as cost of sales decreased despite higher raw material prices.

• Basic earnings per share was ¥15.90, up from a loss per share of ¥439.81.

• Comprehensive income was ¥359 million, compared to a loss of ¥4,769 million year-over-year.

Outlook and guidance

• For the fiscal year ending March 31, 2026, net sales are forecast to rise 10.9% to ¥38,800 million, with ordinary profit up 19.3% to ¥500 million and net profit attributable to owners of parent up 152.7% to ¥450 million.

• The company expects continued uncertainty but aims for sustainable growth through productivity improvements, cost reductions, and investment in new business fields.