Source disclosure: February 12, 2026
YAMATO Mobility & Mfg. Co.,Ltd. [7886.T]
TOKYO, Feb 12 (Pulse News Wire) -- Yamato Mobility & Mfg. Co., Ltd. (7886.T), a leading manufacturer in mobility solutions and manufacturing, reported its consolidated earnings results for the third quarter ending December 2025. The company's revenue declined by ¥3,652 million compared to the same period last year, primarily due to the transfer of 60% equity stake in its Chinese subsidiaries to an associate accounting method, which reduced the scope of its consolidated sales figures.
The company’s overall sales stood at ¥7,829 million, marking a significant drop from the previous year's figure of ¥11,480 million. Despite this decline, certain segments showed resilience. Notably, the vacuum molding-related business maintained steady performance, while the synthetic resin-related business experienced a reduction mainly attributed to the one-off impact of the aforementioned equity transfer. Additionally, overseas injection molding operations faced a downturn due to decreased orders, contributing further to the revenue decrease. Meanwhile, the logistics equipment-related business saw a substantial reduction in large-scale fleet orders, reflecting a challenging market environment.
Yamato Mobility & Mfg. continued to make progress in its electric vehicle (EV) related business, reporting a modest increase of ¥41 million in sales thanks to successful marketing activities such as test drives. However, despite these efforts, the company's operating profit fell by ¥280 million compared to the prior year, largely influenced by lower gross margins resulting from reduced revenues. Furthermore, proactive investments aimed at accelerating the launch of the EV business added additional pressure on profitability, increasing investment costs by ¥208 million over the previous year.
In detail, the company's synthetic resin-related business recorded a ¥2,448 million decrease in sales, partially offset by improvements in other demand sectors through enhanced sales efforts and new product introductions. The logistics equipment-related business also posted a ¥1,245 million decline in sales, significantly impacted by the absence of large-scale order contracts seen in the previous fiscal year.
Regarding the divestiture of stakes in its Chinese subsidiaries, Yamato Mobility & Mfg. completed the transaction on August 29, 2025, transferring 60% ownership interests in three companies—Hong Kong Dohwa Kogyo Trading Limited, Dohwa Precision Industry (Shenzhen) Co., Ltd., and Amauto Trade (Shanghai) Co., Ltd.—to an associate accounting treatment. This move resulted in a ¥3,812 million reduction in sales and a ¥26 million decrease in operating income. Despite these challenges, Yamato Mobility & Mfg. remains committed to supporting its new partners' initiatives and fostering growth in their newly established ventures.
The company anticipates that although the synthetic resin-related segment will see a sharp decline in sales moving forward, it expects to achieve positive operating profits. Overall, Yamato Mobility & Mfg. is navigating a complex business landscape characterized by ongoing economic headwinds but continues to invest strategically in future-oriented projects like the EV sector to ensure long-term sustainability and growth.
AI-translated content. 🟡 Confidence: Standard See terms • Original filing