Notice of Revision to Earnings Guidance

Overview of Revision to Earnings Guidance

Based on recent performance trends, we have revised the full-year earnings guidance for the fiscal year ending March 2027, which was announced on July 31, 2026. Revenue has been revised upward by 2.1% and operating profit by 5.6%, reflecting a review of foreign exchange assumptions and market trends. Separately disclosed costs related to the transfer of the European automotive business have been recorded; however, there is no change in profit levels below operating income. The foreign exchange assumptions are USD/JPY 157 and EUR/JPY 182, and comparisons with results for the fiscal year from April 2026 to March 2027 are also presented.

Impact on Shareholders and Outlook

With the upward revisions to revenue and profit, the full-year outlook is expected to remain solid. While revenue and operating profit are forecast to exceed the previous guidance due to revised FX assumptions and market trends, excluding costs related to the European business transfer, results are in line with the previous guidance. Investors should note that further revisions remain possible depending on future exchange rate movements and market conditions.