Ichikoh Industries,ltd. TSE:7244

Ichikoh Industries : FY2025 Financial Result

Published

Source: MarketScreener



Investor Relations Meeting FY2025 Financial Results & Outlook

ICHIKOH RESERVED March 2026 |

March 12th, 2026 Ichikoh Industries, Ltd.

Table of Contents

1

FY2025 Financial Results (Jan～Dec）

2

FY2026 Financial Forecast (Jan～Dec)

3

4

Towards Sustainable Enhancement of Corporate Value

Regarding PBR

ICHIKOH RESERVED



MARCH 2026 | 2



01 FY2025 Financial Results (January～December 2025）

SALES PERFORMANCE VS. MARKET - AN UNCERTAIN CONTEXT

FY2024 Production Volumes per Market (Source from Marklines)



Japan YoY ▲1.0％

ten thousand units

2025 Sales(excl.PIAA) performance vs Market

2025 vs 2024

Sales excl. forex impact and tooling variance

Market Production volume variance

Sales performance vs Market production volume

Total

▲7.1%

▲1.6%

▲5.5 pt

Japan

▲6.6%

▲1.0%

▲5.6 pt

ASEAN*

▲8.1%

▲3.0%

▲5.1 pt

*ASEAN: Indonesia, Malaysia, Thailand

Sales excl tooling -5.5pts vs market production volume:

  • Japan sales -5.6pts vs Japan production volume due to speciffic headwinds (customer under restructuring and ramp up delay)

  • ASEAN -5.1pt vs Asean production volume with a dull market performance in Indonesia while C-OEMs shown a higher penetration rate

ASEAN YoY ▲3.0％



FY2025 FINANCIAL RESULT (YEAR-ON-YEAR)

  • Sales revenue decreased due to the PIAA divestiture in 2024 (sales revenue: 4.2 billion yen) and lower demand speciffic to certain customer.

  • Operating income increase driven by positive inflation balance management, higher tooling income from new launches, break even point reduction actions and other productivities, doing more than offsetting decrease of

4.81％

PIAA's contribution following divestiture.

Hundreds million yen

FY2024

(Jan.～Dec. 2024）

FY2025

(Jan.～Dec. 2025）

Increase/Decrease

Increase

/Decrease

Sales

1,255

1,171

①

▲85

▲6.7%

Operating Income

49

58

②

9

19.1%

Operating Margin (%)

3.9%

5.0%

②/①

▲11.0%

1.1 pt

Ordinary Income

65

76

10

16.1%

Net Income

45

62

17

38.8%

Sales

Operating Income

3.9％

5.0％



ICHIKOH RESERVED M