Fujikura Ltd. Raises Full-Year Guidance 42% on Data Center Demand
Fujikura Ltd. (TSE:5803) has significantly raised its earnings forecast for fiscal 2027, citing robust demand for optical components driven by data center expansion and AI-related infrastructure investment.
| Item | Before | After | Change |
|---|---|---|---|
| H1 FY2027 (Apr–Sep 2026) | |||
| Revenue | JPY 778.0bn | JPY 821.0bn | +5.5% |
| Operating Profit | JPY 174.0bn | JPY 198.0bn | +13.8% |
| Ordinary Income | JPY 177.0bn | JPY 209.0bn | +18.1% |
| Net Profit | JPY 128.0bn | JPY 149.0bn | +16.4% |
| EPS | JPY 77.31 per share | JPY 89.98 per share | +16.4% |
| Full Year FY2027 (Apr 2026–Mar 2027) | |||
| Revenue | JPY 1,462.0bn | JPY 1,755.0bn | +20.0% |
| Operating Profit | JPY 310.0bn | JPY 432.0bn | +39.4% |
| Ordinary Income | JPY 316.0bn | JPY 453.0bn | +43.4% |
| Net Profit | JPY 229.0bn | JPY 326.0bn | +42.4% |
| EPS | JPY 138.31 per share | JPY 196.88 per share | +42.4% |
The company attributed the upward revision to accelerating demand for optical component products in its information and communications division, particularly for data center applications. Strong first-half performance has prompted management to raise full-year expectations, reflecting sustained momentum in optical component sales driven by cloud infrastructure and AI-related capital expenditure trends.
The revision underscores Fujikura’s exposure to secular growth in data center buildout. Full-year net profit guidance now implies a 42.4% increase, signaling that the company’s core optical component portfolio is well-positioned to capture AI and cloud computing infrastructure investment cycles. International investors should monitor whether this demand trajectory sustains through the second half of the fiscal year.
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.