AISIN CORPORATION
7259・Prime Market・Transportation Equipment
Japan
Aisin's largest segment. Manufactures and sells automotive parts and energy solution-related equipment domestically.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (including intersegment internal sales) | ¥3,214,736 million | ¥3,139,341 million | ↑ |
| Operating profit (segment profit) | ¥80,257 million | ¥73,694 million | ↑ |
| Operating margin | 2.5% | 2.3% | ↑ |
| Revenue from external customers | ¥2,518,054 million | ¥2,440,604 million | ↑ |
Business Details
The Japan segment is the core base of the Aisin Group, responsible for the manufacture and sale of automotive parts (powertrain-related, driving safety-related, and body-related) and Energy Solution-related Equipment (gas heat pump air conditioners, cogeneration systems, etc.). The main customer is Toyota Motor Corporation and its group companies. Revenue including intersegment internal sales was ¥3,214,736 million, accounting for approximately 55% of consolidated total revenue, forming the Group's core revenue base.
Recent Overview
Revenue increased 2.4% and operating profit increased 8.9%, driven by higher sales of Hybrid Transmission and eAxle.
In the Japan segment for FY2026 (ending March 2026), revenue including intersegment internal sales increased 2.4% year on year to ¥3,214,736 million, driven by an increase in sales units of Hybrid Transmission and eAxle. Operating profit increased 8.9% year on year to ¥80,257 million, as the effects of efforts to improve the company's fundamental business structure offset investments in personnel and future growth. Note that Aisin Chemical Co., Ltd. underwent a business integration with the Company as the surviving entity effective April 1, 2025, and has been excluded from the scope of consolidation.
Key Products
Growth Drivers
- Increased sales units of electrification-related products centered on Hybrid Transmission and eAxle
- Improved profitability from efforts to improve the company's fundamental business structure and structural reforms (operating margin improved from 2.3% to 2.5%)
- Expanded demand for powertrain units due to increased vehicle production volume at the main customer (Toyota Motor Group)
- Business efficiency and cost reduction effects from the business integration with Aisin Chemical Co., Ltd. (April 2025)
- Continued capital investment in growth areas centered on BEV-related products, brakes, and comfort and safety entry
Risks
- Upward pressure on fixed costs from increased investment in personnel and future growth (continuing to affect the current period)
- Deterioration of export profitability due to yen appreciation (the FY2027 (ending March 2027) forecast incorporates a yen appreciation assumption)
- Risk of market share decline for the main customer (Toyota Group) due to the rise of Chinese automakers
- Risk of delayed response to the electrification shift, as seen in the decline in Automatic Transmission sales units in Europe and China
- Demand fluctuation risk in the Energy Solution-related business
Last updated: June 12, 2026