Asahi Yukizai (4216) Q3 2026 earnings summary

Executive summary

• Net sales for Apr–Dec FY2025 declined 5.5% year-over-year to ¥59.7 billion, with operating profit down 32.6% to ¥5.9 billion and profit attributable to owners of parent down 33.7% to ¥4.0 billion.

• Comprehensive income dropped 49.7% year-over-year to ¥3,061 million.

• All major divisions experienced profit declines, with the Valve & Piping Systems Division most impacted by postponed semiconductor-related investments in the U.S.

Financial highlights

• Net sales for Oct–Dec FY2025 were ¥19.8 billion, down 7.5% year-over-year; operating profit fell 46.2% to ¥1.5 billion.

• Gross profit for Apr–Dec FY2025 was ¥22.3 billion, down from ¥24.9 billion in the prior year.

• Ordinary profit declined 31.2% year-over-year to ¥6,169 million.

• Basic earnings per share for Apr–Dec FY2025 dropped to ¥214.27 from ¥319.44 year-over-year.

• Total assets increased to ¥108,414 million as of December 31, 2025, from ¥105,772 million as of March 31, 2025.

Outlook and guidance

• FY2025 full-year net sales forecast is ¥80.0 billion, a decrease of ¥5.2 billion from FY2024.

• Operating profit is projected at ¥7.0 billion, down ¥4.1 billion year-over-year.

• Dividend forecast raised to ¥120 per share (¥60 interim, ¥60 year-end), up ¥10 from the previous year.

• Profit attributable to owners of parent is forecast at ¥4,800 million, up 37.0% year-over-year.

• Basic earnings per share for the full year is expected to be ¥255.54.