【环球财经】丰田预计2025财年净利润同比下降38.5%

Core Viewpoint - Toyota's profitability is expected to decline significantly due to multiple factors, including U.S. tariff policies, with a projected net profit decrease of 38.5% for the fiscal year 2025 compared to the previous year [2]. Financial Performance Summary - For the fiscal year 2025, Toyota anticipates a 2% increase in revenue to 49 trillion yen (approximately 320.26 billion USD), while operating profit is expected to decline by 29.1% to 3.4 trillion yen (approximately 22.24 billion USD) [2]. - The net profit forecast for fiscal year 2025 is projected to be 2.93 trillion yen (approximately 19.16 billion USD), reflecting a 38.5% year-on-year decrease [2]. - In the first half of fiscal year 2025 (April to September), Toyota reported a 5.8% increase in revenue to 24.63 trillion yen (approximately 161.57 billion USD), but operating profit fell by 18.6% to 2 trillion yen (approximately 13.07 billion USD) and net profit decreased by 7% to 1.77 trillion yen (approximately 11.56 billion USD) [2]. Impact of Tariffs and Other Risks - The U.S. automotive tariffs are expected to reduce Toyota's operating profit by 1.45 trillion yen (approximately 9.48 billion USD) for the fiscal year 2025 [2]. - In the first half of fiscal year 2025, the tariffs resulted in a loss of 900 billion yen (approximately 5.88 billion USD) in operating profit for Toyota [2]. Strategic Insights - Despite the pressures on new vehicle business profitability due to tariffs and semiconductor procurement challenges, Toyota has seen significant gains in its value chain from automotive finance, parts, and used car sectors, which are crucial for maintaining its financial stability [2].