Yokohama Rubber releases transcript of FY2026 first-half results briefing Q&A with analysts

• Yokohama Rubber’s FY2026 first-half results briefing Q&A drew analysts, with management outlining cost pressures, pricing, and restructuring.
• Middle East-related raw material costs seen rising JPY 33 billion for the year, with about JPY 30 billion hitting second-half earnings.
• Plan assumes 60% price pass-through, 10% offset via sales and fixed-cost cuts, with other actions covering the remaining 30%.
• North America tire weakness tied to shipment timing and elevated dealer inventories; volumes rebounded since June to planned levels.
• Second-half forecast gap between business profit and operating profit reflects about JPY 6.9 billion in other items, mainly Salem plant closure costs.

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