Isuzu Motors Ltd
TSE:7202

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Isuzu Motors Ltd
TSE:7202
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Price: 2 366.5 JPY -0.32%
Market Cap: 1.7T JPY

Isuzu Motors Ltd
Investor Relations

Isuzu Motors Ltd., a stalwart in the global automotive industry, traces its origins back to the early 20th century in Japan. Known for its pioneering spirit, the company initially ventured into the manufacturing of commercial vehicles and diesel engines. Its first truck was produced in 1918, marking the dawn of a relentless pursuit of engineering excellence and innovation. Over the decades, Isuzu entrenched itself as a leader in the commercial vehicle space, particularly in trucks and buses, by focusing on producing durable and efficient vehicles. This focus led to the development of robust diesel engines, which became a hallmark of the brand, sought after for their reliability and fuel efficiency. The company built a reputation based on quality and engineering acumen, catering to both commercial needs and the broader consumer market.

Today, Isuzu Motors thrives by leveraging its core competencies in durable vehicle manufacturing and engine technology. It operates within a network of global partnerships and subsidiaries that enable it to meet diverse automotive and industrial demands across different regions. Revenue is generated primarily through the sale of commercial vehicles and engines, positioning itself strongly in local and international markets. Isuzu's business strategy heavily weighs on the deployment of cutting-edge diesel technology, broadening its product offerings to include pickup trucks, light trucks, commercial buses, and industrial engines. This diversified product portfolio not only caters to a widening customer base but leverages economies of scale, reducing costs while optimizing margins. Isuzu's success is underpinned by its continuous investment in research and development, ensuring it remains at the forefront of innovation, reliability, and efficiency in the automotive sector.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
May 14, 2025
AI Summary
Q4 2025

Profit Decline: Isuzu forecasts operating profit to fall to JPY 210 billion in the next fiscal year, down JPY 19.1 billion from the prior period, citing higher material costs, yen appreciation, US tax impacts, and rising development costs.

Dividend Maintained: The company will keep its annual dividend at JPY 92 for the current and next fiscal year, with no decrease planned.

Tough LCV Environment: LCV sales fell 31% to 194,000 units, hit by inventory adjustments and fierce competition, leaving sales below market potential.

CV Market Share Gains: Sales and market share for regular and small CV trucks increased, reaching an all-time high for the Isuzu brand domestically.

IFRS Adoption: Isuzu will adopt IFRS for its consolidated financial statements starting with the fiscal year ending March 2025.

Midterm Targets: Isuzu is aiming for sales of JPY 4 trillion and 9% operating margin by March 2027, with further long-term ambitions set for 2031.

Key Financials
Operating Profit (FY2025 forecast)
JPY 210 billion
Operating Profit (FY2024 actual)
JPY 229.1 billion
Operating Profit (FY2023 actual)
JPY 248.2 billion
Profit (FY2024 actual)
JPY 134.4 billion
Profit before tax (FY2025 forecast)
JPY 220 billion
Profit (FY2025 forecast)
JPY 130 billion
LCV Sales Volume (FY2024 actual)
194,000 units
Dividend (FY2024 actual and FY2025 forecast)
JPY 92
Share Buybacks (FY2024 actual)
JPY 75 billion
Market Share (CVs, Japan)
All-time high (exact % not specified)
Sales Target (FY2027 goal)
JPY 4 trillion
Operating Profit Margin Target (FY2027 goal)
9%
Investment Plan (to FY2031)
JPY 2.6 trillion (JPY 1 trillion innovation, JPY 1.6 trillion existing businesses)
Earnings Call Recording
Other Earnings Calls
2025
2023
2022

Management

Mr. Masanori Katayama
Chairman & CEO
No Bio Available
Mr. Shinsuke Minami
President, COO & Representative Director
No Bio Available
Mr. Shinichi Takahashi
Senior EVP & Director
No Bio Available
Mr. Naohiro Yamaguchi
Director, CSO, Group CFO, EVP of Corporate Operations, Planning, Finance & Public Relations Officer
No Bio Available
Kenichi Asahara
Senior Executive Officer, Group CRMO & EVP of Administration, Legal Affairs, Risk Management
No Bio Available
Mr. Tetsuya Ikemoto
Executive VP of Sales & Director
No Bio Available
Tetsuhiko Irino
Senior Executive Officer
No Bio Available
Takashi Oodaira
Senior Managing Executive Officer and Executive VP of Development & Carbon Neutral Strategy
No Bio Available
Satoshi Yamaguchi
Senior Managing Executive Officer
No Bio Available
Mr. Shun Fujimori
EVP of Product & Technology Strategy Division, CV Collaboration Promotion Department and Director
No Bio Available

Contacts

Address
TOKYO-TO
Shinagawa-ku
Omori Bell Port A, 6-26-1, Minami-Oi
Contacts
+81354711141.0
www.isuzu.co.jp