Yamaha Motor (7272) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
2 Jul, 2026Company overview
Founded in 1955, operates in the transportation industry with 55,176 employees and 139 subsidiaries worldwide.
Headquarters located in Iwata, Shizuoka, Japan; fiscal year ends in December.
Capital stands at 86.1 billion yen as of December 2025.
Financial performance and regional sales
2025 net sales reached ¥25,342 billion, with Asia contributing 40.1% and North America 21.6%.
Operating income dropped to ¥1,264 billion (70% of previous year), net income at ¥161 billion.
EPS for 2025 was ¥110.12.
Business segment highlights
Land Mobility accounted for 63.7% of sales, Marine Products 20.8%, Robotics 5.9%, and Financial Services 4.5%.
Motorcycle business focuses on premium segments and digital user services.
Marine business leverages brand reliability, expanding large model lineup and integrated boat business.
Robotics business emphasizes versatility and all-inclusive solutions, with growth in SMT and SEMI segments.
Latest events from Yamaha Motor
- Revenue up on motorcycles, profit down on FX; outlook cut as marine and RV lag.7272
Q3 202430 Jun 2026 - Revenue and profit surged, driven by motorcycles, with procurement and tariff risks ongoing.7272
Q1 202622 May 2026 - Sharp FY2025 profit drop, but strong FY2026 recovery and higher dividends forecast.7272
Q4 202513 Feb 2026 - Profits fell over 50% YoY as sales weakened and costs rose, but dividends remain stable.7272
Q2 20253 Feb 2026 - First-half profit and revenue grew over 10%, with marine electrification advancing via Torqeedo.7272
Q2 20242 Feb 2026 - Revenue and profit fell on lower sales and higher costs, but growth initiatives continue.7272
Q1 202527 Dec 2025 - 2024 revenue up but profit down; 2025 outlook signals profit rebound and strategic focus.7272
Q4 202419 Dec 2025 - Revenue and profit fell sharply on higher costs, but strategic acquisitions support future growth.7272
Q3 202517 Dec 2025