Toyota (7203 JP) 1QFY26 First Glance: In-line w/Cons, Buyback Announced

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Toyota (7203 JP) 1QFY26 First Glance: In-line w/Cons, Buyback Announced

Specialist Sales

APAC Specialist Sales J P M O R G A N

04 August 2026

APAC Electric Equipment & Multi-Industry Research:

Junya Ayada (Japan) junya.ayada@anmol.com +81 3 6736 8631

Stephen Tsui (Korea & China) stephen.tsui@jpmorgan.com +852 2800 8592

APAC Aerospace & Defense Research:

Atul Tiwari (India) atul.tiwari@jpmorgan.com +91 22 6157 3582

Simon Han (Korea) simon.x.han@jpmorgan.com +82 2 758 5711

Karen Li (Singapore) karen.yy.li@jpmorgan.com +852 2800 8589

APAC Machinery & FA Research:

Karen Li (China) karen.yy.li@jpmorgan.com +852 2800 8589

APAC Engineering/Construction & Heavy Transportation Equipment Research:

Lee Power (Australian Heavy Transportation) Lee.Power@jpmorgan.com +61 2 9003 8725

Karen Li (China Heavy Transportation) karen.yy.li@jpmorgan.com +852 2800 8589

Nick Lai (China Heavy Transportation) nick.yc.lai@jpmorgan.com +86 21 6106 6353

Jenny Qiu (China E&C) jenny.qiu@jpmorgan.com +852 2800 8503

Amyn Pirani (India Heavy Transportation) amyn.pirani@jpmorgan.com +91 22 6157 3583

Atul Tiwari (India E&C) atul.tiwari@jpmorgan.com +91 22 6157 3582

Akira Kishimoto (Japan Heavy Transportation) akira.x.kishimoto@jpmorgan.com +81 3 6736 8646

Simon Han (Korea Shipbuilding) simon.x.han@jpmorgan.com +82 2 758 5711

Yen Voo (Malaysia E&C) yen.voo@jpmorgan.com +60 3 2718 0914

APAC Homebuilders and Building Products:

Mio Shikanai (Japan) mio.shikanai@jpmorgan.com +81 3 6736 1313

APAC Autos & Auto Parts Research:

Lee Power (Autos & Auto Parts) Lee.Power@jpmorgan.com +61 2 9003 8725

Nick Lai (China Auto) nick.yc.lai@jpmorgan.com +86 21 6106 6353

Rebecca Wen (China Auto Parts & EV Battery) rebecca.y.wen@jpmorgan.com +852 2800 8505

Amyn Pirani (India Auto) amyn.pirani@jpmorgan.com +91 22 6157 3583