Supplement Material:

Nov 12, 2025

Isuzu Motors Limited

Financial Summary: FY2026 First-Half Consolidated Results

- April 1 2025 through September 30 2025 -

Unit: JPY in billion Volume in thousand units Fraction less than half omitted

% of change from the same period last year

FY2025-1H

April '24 to September '24

〔IFRS〕

FY2026-1H

April '25 to September '25

〔IFRS〕

FY2026 Forecast April '25 to March '26

〔IFRS〕

Revenue:

1,553.5

1,637.3

+5.4%

3,300.0

+2.0%

Japan

591.0

661.3

+11.9%

1,330.0

+4.3%

Overseas

962.5

976.0

+1.4%

1,970.0

+0.5%

Operating Profit

132.6

104.6

-21.1%

210.0

-8.5%

[ % to Revenue]

[%]

[%]

[6.4%]

Profit before Tax

137.8

117.4

-14.8%

220.0

-10.2%

[ % to Revenue]

[%]

[%]

[6.7%]

Profit Attributable to Owners of Parent

78.6

69.8

-11.1%

130.0

-7.2%

[ % to Revenue]

[%]

[%]

[3.9%]

Operating Profit:

Profit increase due to:

Profit increase due to:

Increase or Decrease

Price Realization

14.5

Sales / Model mix

44.5

Sales / Model mix

9.1

Price Realization

40.0

Cost Reduction Activity

7.0

Cost Reduction Activity

17.0

Profit decrease due to:

Profit decrease due to:

FX

-21.5

FX

-33.0

R&D

-12.4

Material Cost etc. Fluctuation

-23.5

Material Cost etc. Fluctuation

-10.5

R&D

-23.0

Fixed Cost Fluctuation

-8.2

Fixed Cost Fluctuation

-20.8

Impact of U.S. Tariffs

-5.0

Impact of U.S. Tariffs

-16.0

Depreciation

-1.0

Depreciation

-4.7

Exchange rate

153/US＄

146/US＄

146/US＄

Facility Investment *1

47.0

54.6

(+16.2%)

160.0

+14.1%

Depreciation *1

39.9

40.9

(+2.5%)

85.5

+5.8%

R&D *2

65.7

78.1

(+18.9%)

160.0

+16.8%

Performance

Evaluation, etc.

Revenue increase but profit decrease

Revenue increase but profit decrease

Sales vol. : Japan

36

39

(+8.3%)

81

(+4.6%)

Sales vol. : Overseas

211

241

(+14.2%)

500

(+12.2%)

Total Consolidated Sales Volume

247

280

(+13.4%)

581

(+11.0%)

*1 Capital expenditures and depreciation related to rental vehicles and right-of-use assets are not included.

*2 Expenditures related to R&D activities incurred during the reporting period and differs from the R&D expenses presented in the consolidated statement of profit or loss under IFRS.

【Global Sales Volume】

CV Japan

41

44

(+7.1%)

95

(+7.3%)

CV Overseas

108

115

(+6.6%)

242

(+10.1%)

LCV Overseas

110

123

(+12.4%)

258

(+12.5%)

Total Global Sales Volume

259

282

(+9.1%)

595

(+10.7%)

＜The geographical（ location of company） P/L information＞ （Billions of yen）

FY 2026-1H Japan Asia Other Total Consl. adj. Consolidated

(April' 25 to September' 25)

Revenue

1,125.3

552.9

412.4

2,090.6

-453.3

1,637.3

Operating Profit

16.4

53.0

31.2

100.6

4.0

104.6

FY 2025-1H Japan Asia Other Total Consl. adj. Consolidated

(April' 24 to September' 24)

Revenue

1,034.1

519.1

457.9

2,011.1

-457.6

1,553.5

Operating Profit

35.8

51.1

50.5

137.4

-4.8

132.6

Supplement Material:

Financial Summary: FY2026 First-Half Consolidated Results

- April 1 2025 through September 30 2025 -

Nov 12, 2025

Isuzu Motors Limited

CV sales Vol by Region

①FY2025-1H

(April'24-September'24)

②FY2026-1H

(April'25-September'25)

②-①

③FY2026 Forecast (Apr'25-Mar'26)

Japan

36.2

38.4

+2.2

82.6

North America

16.9

7.9

-9.0

23.6

Asia

37.8

34.6

-3.1

75.9

Indonesia

14.2

12.6

-1.6

23.6

Philippines

5.4

5.7

+0.3

11.6

Thailand

4.2

2.1

-2.1

7.7

Viet Nam

5.3

5.1

-0.2

12.4

Malaysia

3.3

3.4

+0.1

7.0

Other

5.3

5.7

+0.4

13.6

Europe

4.0

7.2

+3.2

14.9

U.K

1.6

0.8

-0.8

2.2

Ukraine

0.4

0.4

-0.0

0.8

Turkey

1.8

2.4

+0.6

4.7

Italy

0.2

3.6

+3.5

7.2

Mid/South America

12.4

15.2

+2.8

31.3

Chile

0.7

0.8

+0.1

1.3

Colombia

1.6

3.7

+2.1

8.5

Ecuador

0.5

0.9

+0.4

2.0

Venezuela

0.1

0.1

+0.0

0.2

Mexico

3.0

3.3

+0.3

5.8

Peru

1.3

1.3

+0.1

2.6

Other

5.3

5.1

-0.1

10.7

Mid East

15.6

24.1

+8.5

46.3

Saudi Arabia

9.0

16.7

+7.7

29.5

UAE

1.3

2.0

+0.7

4.2

Oman

0.8

0.9

+0.1

2.1

Other

4.5

4.5

-0.0

10.6

Africa

8.1

13.3

+5.2

25.8

Egypt

1.9

4.1

+2.2

7.7

South Africa

1.5

1.9

+0.4

3.6

Kenya

1.5

2.6

+1.0

5.0

Other

3.1

4.7

+1.6

9.5

Oceania

7.7

7.8

+0.0

13.9

Australia

6.5

6.7

+0.1

11.2

Other

1.2

1.1

-0.1

2.7

Export Total

102.4

110.0

+7.6

231.7

Grand Total

138.6

148.4

+9.8

314.3

LCV sales Vol by Region

①FY2025-1H

(April'24-September'24)

②FY2026-1H

(April'25-September'25)

②-①

③FY2026 Forecast (Apr'25-Mar'26)

Thailand

17.4

22.5

+5.2

62.5

Asia

10.4

8.6

-1.8

19.8

Indonesia

0.0

0.3

+0.3

1.2

Philippines

3.5

2.3

-1.2

5.9

India

1.3

1.6

+0.3

2.4

Viet Nam

0.1

0.4

+0.3

1.3

Malaysia

3.9

2.9

-1.0

6.6

Other

1.7

1.2

-0.5

2.4

Europe

9.9

9.9

+0.0

17.8

U.K

3.7

1.4

-2.3

4.3

Turkey

1.0

1.1

+0.1

1.3

Italy

2.6

1.7

-0.9

3.8

Other

2.6

5.7

+3.1

8.5

Mid/South America

6.4

6.6

+0.1

13.0

Guatemala

0.6

1.5

+1.0

2.7

Costa Rica

0.6

0.6

+0.1

1.3

Dominican

1.1

0.9

-0.2

1.7

Colombia

0.6

0.0

-0.6

0.3

Ecuador

1.3

0.5

-0.8

1.0

Other

2.3

2.9

+0.6

6.1

Mid East

20.3

11.4

-9.0

25.4

Saudi Arabia

17.7

8.2

-9.5

20.1

UAE

0.2

0.3

+0.0

0.5

Oman

0.8

0.7

-0.1

1.2

Other

1.6

2.2

+0.6

3.6

Africa

16.4

28.8

+12.4

55.7

Egypt

3.9

11.4

+7.5

22.4

South Africa

12.4

14.2

+1.8

26.8

Other

0.2

3.2

+3.1

6.5

Oceania

19.5

24.2

+4.7

41.7

Australia

18.5

23.2

+4.7

39.6

Other

1.1

1.0

-0.0

2.1

Other

9.6

11.5

+1.9

22.3

Grand Total

110.0

123.6

+13.6

258.3

UDT CV sales Vol

①FY2025-1H

(April'24-September'24)

②FY2026-1H

(April'25-September'25)

②-①

③FY2026 Forecast (Apr'25-Mar'26)

Japan

4.9

5.7

+0.7

12.5

Thailand

0.5

0.6

+0.2

1.3

Indonesia

1.1

0.8

-0.3

1.6

South Africa

1.2

1.2

-0.0

2.6

Australia

0.2

0.2

+0.1

0.7

Other

2.2

1.8

-0.4

4.2

UDT Total

10.1

10.3

+0.2

22.9

【Total Shipment Volume Detail】 Volume in thousand units

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Disclaimer

Isuzu Motors Ltd. published this content on November 12, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 12, 2025 at 05:04 UTC.