Denso has reported higher fiscal year (FY2026, ended 31 March 2026) levels of revenue and profit. The company also raised its dividend for FY2026 and plans another increase for FY2027.
Denso reported consolidated revenue of ¥7.54 trillion for the fiscal year ended March 31, 2026, up 5.3% year-on-year. Operating profit rise 6.5% to ¥552.5 billion and profit attributable to owners of the parent up 5.9% to ¥443.8 billion.
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“Revenue increased compared to the previous year, driven by higher vehicle sales, and cost recovery from changes to certain product programs. Although our profitability was affected by various factors – including tariff-related costs, higher parts and material prices, and increased investment in our workforce – our team’s ongoing business improvements and higher production volumes enabled us to achieve a higher operating profit than last year,” said Yasushi Matsui, Denso CFO.
“In 2027 fiscal year, we forecast revenue to increase to 7,670.0 billion yen (US$48.0 billion), operating profit to reach 500.0 billion yen (US$3.1 billion) and operating profit margin to be 6.5%.
“Our operating profit forecast decreased from the 2026 fiscal year, reflecting strengthened investments aimed at future growth and potential risks associated with a highly uncertain business environment.
“The annual dividend for the concluded fiscal year is 67 yen, a 3 yen increase from the previous announcement, and the forecast for the next fiscal year is 74 yen, a 7 yen increase from the previous year.”
In Japan, Denso revenue increased to 4,404.1 billion yen (US$27.6 billion), up 4.5% from the previous year, and operating profit decreased to 185.9 billion yen (US$1,163.4 million), down 15.7% from the previous year.
In North America, revenue increased to 2,025.1 billion yen (US$12.7 billion), up 8.7% from the previous year, and operating profit increased to 132.3 billion yen (US$828.0 million), up 34.9% from the previous year.
In Europe, revenue increased to 767.9 billion yen (US$4.8 billion), up 6.8% from the previous year, and operating profit increased to 27.8 billion yen (US$174.0 million), up 221.3% from the previous year.
In Asia, revenue increased to 1,976.9 billion yen (US$12.4 billion), up 1.9％ from the previous year and operating profit increased to 178.8 billion yen (US$1,119.2 million), up 5.5％ from the previous year.
In other areas, revenue increased to 126.3 billion yen (US$0.8 billion), up 6.1% from the previous year, and operating profit increased to 24.9 billion yen (US$155.6 million), up 11.7% from the previous year.
See also: Denso considers pulling out of Rohm acquisition
