Fujikura Ltd. Revises Earnings Forecast — Operating Profit Up 46.9%
Fujikura Ltd. (TSE:5803) has raised its full-year earnings guidance for the fiscal year ending March 2027, citing strong demand from hyperscalers and improved pricing in optical components.
| Item | Before | After | Change |
|---|---|---|---|
| H1 FY2027 (Apr–Sep 2026) | |||
| Revenue | JPY 594.0bn | JPY 778.0bn | +JPY 184.0bn (+31.0%) |
| Operating Profit | JPY 92.0bn | JPY 174.0bn | +JPY 82.0bn (+89.1%) |
| Ordinary Income | JPY 95.0bn | JPY 177.0bn | +JPY 82.0bn (+86.3%) |
| Net Profit | JPY 67.0bn | JPY 128.0bn | +JPY 61.0bn (+91.0%) |
| EPS | JPY 40.47 per share | JPY 77.31 per share | +JPY 36.84 per share (+91.0%) |
| Full Year FY2027 | |||
| Revenue | JPY 1,243.0bn | JPY 1,462.0bn | +JPY 219.0bn (+17.6%) |
| Operating Profit | JPY 211.0bn | JPY 310.0bn | +JPY 99.0bn (+46.9%) |
| Ordinary Income | JPY 218.0bn | JPY 316.0bn | +JPY 98.0bn (+45.0%) |
| Net Profit | JPY 156.0bn | JPY 229.0bn | +JPY 73.0bn (+46.8%) |
| EPS | JPY 94.22 per share | JPY 138.31 per share | +JPY 44.09 per share (+46.8%) |
The revision reflects unexpected project wins from hyperscalers in the information and communications segment, coupled with higher selling prices for optical component products. Additionally, hydrogen supply constraints—previously a concern—have eased, benefiting operations. Management expects these favorable pricing and supply conditions to persist through the second half.
Both interim and full-year net profit were revised sharply upward (+91.0% and +46.8%, respectively), alongside broad-based gains in revenue, operating profit, and ordinary income. The improvement spans both halves of the fiscal year, with management expecting the favorable pricing and supply conditions to persist through the second half. Investors should continue to monitor hydrogen market dynamics, which the company flagged as a swing factor behind the revision.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.