Shimano flags FY2026 forecast hit of JPY 2 billion to gross profit from Middle East-related costs

• Shimano’s FY2026 full-year outlook assumes Strait of Hormuz shipping resumes from July 2026 as Middle East tensions ease.
• Forecast also assumes energy prices, raw material prices stay at pre-crisis levels.
• Estimated FY2026 impact: cost of sales hit of JPY 4 billion, split JPY 1 billion in 1H, JPY 3 billion in 2H.
• Estimated FY2026 offset: net sales lift of about JPY 2 billion from bicycle parts price pass-through starting August 2026.
• Net impact on gross profit estimated at about minus JPY 2 billion for the year, split about minus JPY 1 billion in each half.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Shimano Inc. published the original content used to generate this news brief on July 28, 2026, and is solely responsible for the information contained therein.