Akebono Brake Industry Co., Ltd.TSE: 7238

Consolidated Financial Results for FY2025 2Q

· Issued by Akebono Brake Industry Co., Ltd.


Note: This document is a translation of the original Japanese version and provided for reference purposes only. In the event of any discrepancy between the Japanese original and this English translation, the Japanese original shall prevail.

Consolidated Financial Results FY2025 First Half (1H)


November 14, 2025 Akebono Brake Industry Co., Ltd.

  • FY2025 1H: Consolidated Financial Results

  • Appendix

(Note) The first half (1H) of the fiscal year is defined as follows:

  1. North America, China, Thailand and Indonesia: January 1, 2025 to June 30, 2025



  2. Japan and Europe: April 1, 2025 to September 30, 2025

    Presentation Outline



    FY2025 1H: Consolidated Financial Results

    81.4

    78.9

    (Billion yen)

    • FY2024 1H

  • FY2025 1H

2.3

3.7

0.9 0.7

0.1

0.7

(0.8)

(3.8)

Net Sales

Operating Profit

Ordinary Profit

Pre-tax Profit*

Net Profit**

FY2024 1H

81.4

0.9

(3.8)

3.7

0.7

FY2025 1H

78.9

2.3

0.7

0.1

(0.8)

YoY

(2.4)

1.4

4.6

(3.5)

(1.5)

* Profit before income taxes ** Profit attributable to owners of parent

FY2025 1H: Consolidated Results (YoY)

(Billion yen)

+ 0.9

(1.3)

YoY

(2.4)

(2.1)

78.9

81.4

Net sales

(FY2024 1H)

Volume fluctuation

Price fluctuation

(Reflection in sales prices)

FOREX Net sales

(FY2025 1H)

  • Net sales decreased by 2.4 billion yen from FY2024 1H.

  • There was a negative volume fluctuation impact of 1.3 billion yen, a positive price fluctuation impact of 0.9 billion yen, and a negative FOREX impact of 2.1 billion yen.

FY2025 1H: Net Sales Analysis (YoY)

2.3

+ 0.9

(0.0)

(Billion yen)

0.9

Operating Profit FY2024 1H

Volume fluctuation, model mix

Labor costs

Cost reduction

Fixed costs*

Price fluctuation

FOREX

Operating Profit FY2025 1H

(0.2) (0.3) + 0.5

+ 0.5

Japan

1.2

(1.0)

+ 0.1

+ 0.3

+ 0.5

+ 0.7

1.8

N. America

(1.8)

+ 0.7

(0.6)

+ 0.0

(0.1)

+ 0.3

+ 0.0

(1.4)

Europe

0.3

(0.5)

+ 0.0

+ 0.0

+ 0.1

+ 0.1

(0.0)

(0.0)

Asia

1.1

+ 0.6

+ 0.2

+ 0.2

+ 0.0

(0.2)

(0.1)

1.8

Eliminations

0.1

(0.1)

0.0

* Fixed costs include R&D expenses and depreciation.

FY2025 1H: Operating Profit Analysis (YoY)

32.5

31.6

  • FY2024 1H

    Net Sales

    Operating

    Profit

    FY2024 1H

    32.5

    1.2

    FY2025 1H

    31.6

    1.8

    YoY

    (0.8)

    + 0.6

  • FY2025 1H

    (Billion yen)

    1.2

    1.8

    • Regarding automotive business, despite higher domestic new vehicle sales than FY2024 1H, net sales decreased mainly due to the impact of a decline in orders for commercial vehicle products for the North American market.

    • Regarding aftermarket business, net sales increased due to an increase in orders for products for overseas markets and commercial vehicles.

    • Regarding I.M./R.S.* business, net sales increased due to an increase in orders for products for rolling stock.

    • Despite the impact of volume fluctuation, operating profit increased due to a decrease in labor costs through the optimization of personnel implemented in FY2024 and cost reduction efforts such as outsourcing expenses, as well as the passing on to sales prices of the impact of a steep rise in market prices of raw material and energy costs.

* Industrial Machinery / Rolling Stock

FY2025 1H: Results by Region (YoY)

Japan

25.5

26.0

  • ​FY2025

(1.4)

(1.8)

  • FY2024 1H

    1H

    (Billion yen)

    Net Sales

    Operating

    Profit

    FY2024 1H

    25.5

    (1.8)

    FY2025 1H

    26.0

    (1.4)

    YoY

    + 0.5

    + 0.4

    U.S.

    Despite the termination of production for certain vehicle models, net sales increased due to an increase in orders for existing vehicle models.

    Despite rising wages and higher labor costs associated with additional temporary employment for inventory buildup in preparation for the closure of the Elizabethtown plant, operating loss decreased due to an increase in orders.

    Mexico

    Net sales increased due to an increase in orders for new vehicle models launched in the second half of FY2024 and other factors. Operating profit increased due to the impact of an increase in orders and cost reductions.

    For North America overall, the losses decreased due to increases in net sales and operating profit in both the US and Mexico.

FY2025 1H: Results by Region (YoY)

North America (U.S. and Mexico)

7.0

  • FY2024 1H

  • FY2025 1H

    (Billion yen)

    4.4

    0.3

    Net Sales

    Operating

    Profit

    FY2024 1H

    7.0

    0.3

    FY2025 1H

    4.4

    (0.0)

    YoY

    (2.6)

    (0.3)

    (0.0)

    • Net sales decreased due to the termination of production for certain vehicle models in accordance with vehicle model changes and a decline in production volumes of automakers.

    • Despite implementing rationalization measures such as optimization of personnel in response to decreased production volume and cost reductions, operating profit decreased due to a decline in orders.

FY2025 1H: Results by Region (YoY)

Europe

5.5

5.8

  • FY2024 1H

    0.5

  • FY2025 1H

(0.0)

(Billion yen)

Net Sales

Operating

Profit

FY2024 1H

5.5

(0.0)

FY2025 1H

5.8

0.5

YoY

+ 0.4

+ 0.5

  • Despite a decline in orders for friction materials, net sales increased due to such factors as the launch of new products for Chinese automakers.

  • Despite requests from some Chinese automakers to revise sales prices, operating profit increased due to the impact of increased sales, as well as labor cost reductions through optimization of personnel and other cost reduction measures implemented in FY2024.

FY2025 1H: Results by Region (YoY)

China