Yuasa Trading (8074) Q1 2026 earnings summary

Executive summary

• Net sales for the three months ended June 30, 2025, rose 2.6% year-over-year to ¥116,596 million, with operating profit up 28.8% to ¥2,152 million and profit attributable to owners of parent up 30.1% to ¥1,684 million.

• The company is in the final year of its medium-term management plan, focusing on corporate culture reform, DX promotion, and sustainability, including a 30% CO2 emissions reduction target by March 2026.

• Six new subsidiaries were consolidated, and one was excluded due to a merger; a trade name change is planned for April 2026.

Financial highlights

• Gross profit increased to ¥13,653 million from ¥12,517 million year-over-year.

• Comprehensive income rose 35.0% year-over-year to ¥2,326 million.

• Basic earnings per share increased to ¥80.07 from ¥61.63 year-over-year.

• Equity-to-asset ratio improved to 40.9% from 37.8% at the previous fiscal year-end.

Outlook and guidance

• Full-year forecast for FY2026: net sales ¥550,000 million (+4.1% YoY), operating profit ¥17,700 million (+12.3%), profit attributable to owners of parent ¥12,000 million (+17.2%), and EPS ¥570.57.

• Dividend forecast for FY2026 is unchanged at ¥190 per share.

• No revisions to previously announced earnings forecasts.