Alps Alpine (APELY)

Tuesday

1:43 PM

ThesisThe recent contracts with EV manufacturers and advancements in audio technology are expected to drive revenue growth, overshadowing concerns about rising costs.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$1.08T	$1.01T	$1.07T
Rev. Growth	+9.1%	-6.6%	+5.8%
EPS	$286.00	$235.41	$296.26
EPS Growth	-22.3%	-17.7%	+25.8%
P/E (fwd)	0.1×	0.1×	0.1×

★ Analysts see FY2027 revenue reaching $1.07T — +5.8% growth in a single year.

What’s Driving the Stock

01Alps Alpine's automotive segment has secured contracts with three major EV manufacturers, expected to increase revenue by 15% over the next year.
02Recent advancements in audio technology have led to a 20% increase in demand for premium audio components, boosting sales forecasts.
03A new partnership with a leading tech firm for smart automotive solutions could enhance market share by 5% in the next fiscal year.
04Electrification of vehicles
05Growth in smart home audio solutions
06Demand for automotive electronics, particularly in EVs and ADAS systems
07Fluctuations in raw material costs, especially for semiconductors
08Technological advancements in audio equipment enhancing product offerings

FY2025 Snapshot

Revenue: $1.08T
Rev. Growth: +9.1%
Gross Margin: 17.8%
Op. Margin: 4.1%
Net Margin: 2.6%
Net Income: $28.5B
NI Growth: -24.7%
EPS: $286.00
1Y Return: +29.2%

My Notes

"We are positioned to capitalize on the growing demand for automotive electronics and premium audio solutions."
Moat: Alps Alpine's strong relationships with major automotive manufacturers provide a durable competitive advantage.
growth - Investors looking for exposure to the growing automotive electronics market, particularly in EVs.
Rising interest rates can increase financing costs for both the company and its customers…
Watch on earnings: Automotive component sales growth rate, Semiconductor pricing trends, Gross margin trends.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.01T to $1.07T as alps alpine's automotive segment has secured contracts with three major ev manufacturers.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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