NO.184
ALPS ALPINE
REPORT
November 29, 2025
where technology
extends your senses
Shaping a future
where technology
extends your senses
We envision a world where people and technology connect seamlessly—intuitively, naturally, and emotionally, creating a warm and inspiring environment.
We build a future where our innovations "Beyond Expectations" inspire, touch the senses, and create a sustainable society.
Business Overview and Outlook BUSINESS OVERVIEW AND OUTLOOK
Financial Highlights
Net sales
Unit: ¥billion
Operating income/Operating income margin
Unit: ¥billion
(%)
Ordinary income
Unit: ¥billion
Net income per share
Unit: yen
Dividend Trends
(Yen)- Interim Dividend
- Year-end Dividend
Overview by Business Segment
composition ratio
505.7
Unit:¥billion
Component Segment
Revenue and Profit Growth
Sales increased, driven by strong demand for components used in smartphones and gaming devices. Despite the negative impact of yen appreciation, higher sales contributed to a year-on-year increase in operating profit.
- Net Sales 189.1
- Operating Income 17.8
Changes in Net Sales
Unit: ¥billion
Operating income
Unit: ¥billion
Sensor & Communication Segment
Decline in Revenue and Profit
While strong demand for compact photo printers for smartphones contributed to sales, revenue decreased due to the negative impact of development costs associated with the transition to new automotive product models and the transfer of certain businesses.
Operating profit also declined year-on-year, reflecting lower sales and rising variable costs.
- Net Sales 42.1
- Operating Loss 2.9
Changes in Net Sales
Unit: ¥billion
Operating income
Unit: ¥billion
Mobility Segment
Increase in Revenue and Profit
Revenue increased, driven by the recovery of the Chinese market and the launch of new products. Operating profit also rose year-on-year, supported by higher sales, cost improvements, and a reduction in special expenses.
- Net Sales 264.5
- Operating Income 5.7
Changes in Net Sales
Unit: ¥billion
Operating income
Unit: ¥billion
Outlook for the Entire Fiscal Year(Forecasts for the fiscal year ending March 31, 2026)
Net Sales975.0
(Unit: ¥billion Y on Y-1.6%)
Operating Income32.0
(Unit: ¥billion Y on Y-6.2%)
Ordinary income36.0
(Unit: ¥billion Y on Y +17.9%)
Net income attributable to owners of parent17.0
(Unit: ¥billion Y on Y -55.1%)
Assumed Exchange RateUSD/JPY=145.00yen、
EUR/JPY=165.00yen、
CNY/JPY=20.00yen
Dividend Per Share(non-consolidated)30yen
(Interim dividend)
30yen
(Year-end dividend)
Special Feature Engagement with Shareholders and Investors
Our company promotes proactive engagement with shareholders and investors, including senior management, to achieve sustainable growth and enhance corporate value over the medium to long term.
Below, we present our key engagement initiatives and discussion topics.
1.Key Engagement Activities
Shareholders’ Meeting
We hold an annual general meeting of shareholders and, when necessary, convene extraordinary general meetings.
Financial Results Briefing
We hold briefing sessions on a quarterly basis.
Mid-Term Management Plan Briefing
A briefing session is held to present the mid-term management plan, strategies for each business segment, and progress updates.
Individual Meetings with Institutional Investors and Analysts
Throughout the year, we hold quarterly meetings with domestic and international institutional investors and analysts.
Individual Meetings with Shareholders
We regularly hold meetings with our shareholders, including senior management, to exchange views. Feedback and opinions received during these meetings are reported to the Board of Directors.
Conference Hosted by Securities Firms
We conduct intensive one-on-one meetings primarily with overseas institutional investors.
IR Information Disclosure
Statutory documents, disclose financial results briefing materials and videos, the integrated report, the corporate governance report, and the FACTBOOK on the website.
2.Launch of Dedicated Page for Individual Investors
In July, we opened a new page on our website specifically for individual investors. The section titled “Alps Alpine at a Glance” in 5 Minutes” provides a clear and concise introduction to our company. We invite you to visit and explore the content.
3.Voices and Feedback from Investors
The Mid-Term Management Plan 2027
Is the foundation of the medium-term management plan built upon the structural reform period?
Originally, in 2024, we cancelled the second medium-term management plan in order to shift the direction of cost structure reforms and the new business portfolio transformation, positioning this period as a phase of structural reform.
Through cost structure reforms, we successfully secured ¥30 billion and continued to implement cost reductions across our overseas sites. Starting in 2025, we launched a three-year medium-term management plan, linking cost structure improvements with site reorganization. The framework is now taking shape.
What is the most important KPI in the Medium-Term Management Plan 2027?
Our primary focus is on enhancing ROE. Instead of pursuing sheer growth in revenue or operating profit, we are committed to improving capital efficiency as a key driver of corporate value.
Sustainability
What is the current status of renewable energy utilization?
Our approach to renewable energy utilization is primarily through the purchase of renewable energy certificates. This effort is in response to customer requirements, and we are proactively adopting these measures to meet market expectations and contribute to sustainability goals.
Corporate Governance
What is the current status regarding the transition from a Management Board to a Monitoring Board?
We are advancing governance reforms to shift from a management-oriented board to a monitoring-focused board. Key initiatives include revising the attendance of executive officers at Board meetings to strengthen monitoring, and redefining submission standards for both the Board of Directors and the Executive Officers’ Committee to ensure a strict separation of execution and supervision.
Human Resource Strategy
Please share the measures your company is taking to encourage male employees to take childcare leave
With a strong focus on diversity, we are promoting the active participation of women, senior employees, and persons with disabilities, which has also helped deepen understanding of childcare leave within the organization. Moving forward, we aim to further enhance the quality of these initiatives by encouraging employees to take substantial childcare leave of one month or longer.
I would like to learn about initiatives to increase the ratio of women in managerial positions.
Currently, there are very few women in senior roles, so we are strengthening development efforts while also improving compensation to make managerial positions more attractive. We are also working to increase the proportion of women in new graduate recruitment, but the reality is that it is still insufficient.
We are evolving activities that enable all employees to work energetically, express their individuality, contribute to the organization, and have those contributions reflected in evaluations.
Others
Please tell me about the use of generative AI.
Our company has introduced secure environments for generative AI utilization, such as MS Copilot and AWS, for AI development and application.
In addition, we are promoting on-site AI adoption through initiatives like generative AI communities and AI utilization exchange meetings.
Will the company hold virtual-only shareholder meetings? Are there any plans to do so in the future?
Following recent legal amendments, it has become possible to hold so-called “virtual-only” shareholder meetings, which are conducted entirely online without a physical venue. However, our company currently considers it premature to implement virtual-only shareholder meetings, as we place great importance on face-to-face dialogue with our shareholders. Every year, we provide on-demand streaming of the shareholder meeting from the day after the meeting until the end of September.
In fiscal year 2025, we will continue to engage in constructive dialogue with our shareholders and investors and strive to enhance corporate value.
News@ALPS ALPINE
Jul
Medical Device Development Expo
3rd Next-Generation Communication Technology & Solutions Expo
TECHNO-FRONTIER
Exhibit Pick Up
Anticipating Growing Demand from Data Centers!
Aspherical Lenses for Optical Communication / LiDAR
With over 20 years of proven experience, Alps Alpine’s aspherical lenses leverage their high coupling efficiency to maintain superior quality in long-distance communication. They support a wide range of applications—from intercontinental repeaters to metropolitan networks, base stations, and even home connections.
Aug
Sep
SENSOR EXPO JAPAN2025
LOGIS-TECH TOKYO 2025 INNOVATION EXPO The 4th
Exhibit Pick Up
Showcasing Our Growth Investments:
A Diverse Range of Sensor Technologies
Multi-use Millimeter-wave Radar Sensor
This product boasts an exceptionally robust structure and outstanding environmental resistance, making it suitable for a wide range of applications. It can detect objects even through weak reflections and enables sensing even when the target and the sensor are positioned far apart. For example, by installing it above a ceiling, it can monitor individuals from a distance. Demand is increasing for applications such as in-vehicle occupant detection.
Note: This product is developed by IDEC ALPS Technologies Co., Ltd.
Oct
Further promoting initiatives to respect human rights in accordance with international standards.
H.C.R.2025 The52nd International Home Care &Rehabilitation Exhibition &Forum
Sight World 2025
Nov
Dec
We provide an introduction to our company in “Alps Alpine at a Glance”
-Shaping a future where technology extends your senses-
This report consolidates our specific value creation activities, as well as strategies related to management, finance, human resources, and the environment. It also covers our initiatives addressing corporate governance and sustainability issues, all presented from the perspective of integrated thinking.
Further promoting initiatives to respect human rights in accordance with international standards.
We hereby announce that, based on the resolution at the Board of Directors meeting held on April 30, 2025, the cancellation of treasury shares acquired by the company has been completed in accordance with Article 178 of the Companies Act of Japan.
Medical Device Development Expo
3rd Next-Generation Communication Technology & Solutions Expo
TECHNO-FRONTIER
Exhibit Pick Up
Anticipating Growing Demand from Data Centers!
Aspherical Lenses for Optical Communication / LiDAR
With over 20 years of proven experience, Alps Alpine’s aspherical lenses leverage their high coupling efficiency to maintain superior quality in long-distance communication. They support a wide range of applications—from intercontinental repeaters to metropolitan networks, base stations, and even home connections.
SENSOR EXPO JAPAN2025
LOGIS-TECH TOKYO 2025 INNOVATION EXPO The 4th
Exhibit Pick Up
Showcasing Our Growth Investments:
A Diverse Range of Sensor Technologies
Multi-use Millimeter-wave Radar Sensor
This product boasts an exceptionally robust structure and outstanding environmental resistance, making it suitable for a wide range of applications. It can detect objects even through weak reflections and enables sensing even when the target and the sensor are positioned far apart. For example, by installing it above a ceiling, it can monitor individuals from a distance. Demand is increasing for applications such as in-vehicle occupant detection.
Note: This product is developed by IDEC ALPS Technologies Co., Ltd.
H.C.R.2025 The52nd International Home Care &Rehabilitation Exhibition &Forum
Sight World 2025
