Alinco Incorporated: Presentation for Fiscal Year Ending March 2026 — 2Q Earnings Briefing

Overview of Performance

For the second quarter of the fiscal year ending March 2027, consolidated results recorded revenue of 33,024 million yen (Year-over-Year +4.0%) and operating income of 1,407 million yen (Year-over-Year +12.0%), achieving both revenue and profit growth. Meanwhile, ordinary income was 1,317 million yen (-7.4%), and interim net income attributable to owners of parent was 897 million yen (-2.4%). By segment, construction equipment and rentals drove overall performance, while housing equipment and electronic equipment decelerated. The full-year plan assumes revenue of 65,200 million yen, but profit recovery is expected to lag.

Outlook and Shareholder Returns

Under the medium-term plan "Mid-term Plan 2027", the company expects the second half to continue driving revenue and profits through ongoing price revisions and focus on core businesses. It will strengthen IT infrastructure and human capital development leveraging its DX certification, and will continue to flexibly consider share buybacks as part of capital policy. The full-year forecast shows a progress rate above 50%, and improvement in profit items is anticipated.