Fujikura (5803) Q2 2026 earnings summary

Executive summary

• Net sales for 1H FY2025 reached ¥559.0B, up 24.9% year-over-year, with operating profit up 64% to ¥90.2B and profit attributable to owners of parent up 134% to ¥67.1B, driven by strong demand in Telecommunication Systems from data center expansion and generative AI adoption.

• Comprehensive income surged 287.1% year-over-year to ¥79,278 million for the period.

Financial highlights

• Gross profit increased to ¥155,690 million from ¥110,175 million year-over-year, and operating profit rose to ¥90,171 million, 19% above revised forecasts.

• Ordinary profit jumped 75.7% year-over-year to ¥91,701 million.

• Net profit per share reached ¥243.35, up from ¥104.17 in 1H FY2024.

• Extraordinary losses decreased to ¥1.9B from ¥9.8B year-over-year.

• Total assets increased to ¥854,556 million as of September 30, 2025.

Outlook and guidance

• Full-year FY2025 forecasts were revised upward: net sales expected to exceed ¥1.1T, operating profit ¥179B, and net profit to surpass ¥130B, all record highs.

• Net profit per share forecast for the full year is ¥478.40.

• Dividend per share forecast raised to ¥190.0, up ¥40.0 from previous guidance.

• Net sales, operating profit, and net profit are projected to set new records for the second, second, and fifth consecutive years, respectively.