Japan · Delayed Price · Currency is JPY GS Yuasa Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profits grew strongly in FY2025, driven by price adjustments, higher sales, and U.S. IRA subsidies. FY2026 guidance is conservative due to the absence of one-time gains and rising costs, with continued investment in social infrastructure and mobility.
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Revenue and profits hit record highs in the first half, driven by strong domestic and industrial battery sales, price adjustments, and extraordinary gains. Overseas automotive battery results were impacted by Turkey and FX, while robust demand and investments support future growth.
Fiscal Year 2025
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Net sales and operating income reached record highs in FY2024, driven by strong performance in automotive and industrial batteries, despite profit declines in lithium-ion segments. FY2025 guidance anticipates further growth but highlights risks from tariffs, inflation, and FX volatility.
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Second quarter results set record highs in sales and profits, driven by strong automotive and industrial battery demand, price revisions, and favorable product mix. Despite challenges in Türkiye and the lithium market, the outlook remains stable with continued investment in capacity and technology.