GS Yuasa stock reports 7.5 percent revenue growth
Published on 10/04/2026 at 17:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
GS Yuasa (ISIN JP3385820000) reported Q1 2026 revenue of JPY 141.7 billion, up 7.5 percent from JPY 131.9 billion a year earlier. The battery maker's operating profit rose 39.3 percent to JPY 11.6 billion, giving the stock a fundamentals-led story as the second quarter approaches.
Margins expand with battery demand
According to MarketScreener on September 21, 2026, Q1 revenue growth came from higher overseas lead-acid battery volumes and stronger hybrid-vehicle lithium-ion shipments. Operating margin widened to 8.2 percent from 6.3 percent in Q1 2025, while net profit increased 15.7 percent to JPY 7.6 billion from JPY 6.5 billion.
The mix matters. Pricing corrections and a more profitable sales mix offset higher labor, logistics, depreciation and raw-material costs, according to MarketScreener. For investors, the 1.9 percentage-point margin improvement is a more important operating signal than revenue growth alone.
Consensus stays above the market
The analyst picture remains constructive but leaves room for disagreement. Investing.com lists a Buy consensus from 9 analysts, including 8 Buy ratings, 1 Hold and 0 Sell ratings. The average 12-month target is JPY 7,000, with a high of JPY 8,200 and a low of JPY 5,300.
That target is 28.5 percent above the October 2 price of JPY 5,448. The comparison also shows the market's higher expectations: the current price sits 31.0 percent below the 52-week high of JPY 7,899, despite the company's stronger Q1 margin.
Green financing adds a capital signal
GS Yuasa priced JPY 10.0 billion of green bonds on September 4, 2026, with a 3.443 percent annual coupon and a 10-year maturity, according to MarketScreener. The company said the proceeds are intended for storage-battery projects and renewable-energy facilities.
The next scheduled checkpoint is November 6, 2026, when GS Yuasa plans to announce results for the six months ended September 30, 2026, followed by a briefing, per the GS Yuasa investor-relations calendar. That report will show whether the Q1 margin improvement is extending into the first half.
GS Yuasa stock stays below its yearly high
GS Yuasa stock was last at JPY 5,448 on the Tokyo Stock Exchange on October 2, 2026 at 3:30 p.m. JST, down 0.95 percent on the session. Market capitalization stood at JPY 546.5 billion, with volume of 578,500 shares and a 52-week range of JPY 3,532 to JPY 7,899.
GS Yuasa stock facts
- Company: GS Yuasa Corporation
- ISIN: JP3385820000
- Ticker: 6674
- Trading venue: Tokyo Stock Exchange
- Price (as of October 2, 2026, 3:30 p.m. JST): JPY 5,448
- Market capitalization: JPY 546.5 billion (as of October 2, 2026)
- 52-week range: JPY 3,532-7,899 (as of October 2, 2026)
- Sector / Industry: Industrials / Electrical Equipment and Parts
Upcoming dates for GS Yuasa stock
- November 6, 2026: Results announcement for the six months ended September 30, 2026
- November 6, 2026: Results briefing for the six months ended September 30, 2026
