Fujimi (5384) Q1 2026 earnings summary

Executive summary

• Net sales rose 11.2% year-over-year to ¥16,394 million for the three months ended June 30, 2025, driven by strong demand in advanced semiconductor devices despite global economic uncertainty and geopolitical risks.

• Operating profit increased 24.1% year-over-year to ¥3,257 million, while ordinary profit declined 7.4% to ¥2,750 million due to a temporary foreign exchange loss from New Taiwan dollar appreciation.

• Profit attributable to owners of parent decreased 10.4% year-over-year to ¥1,862 million.

Financial highlights

• Gross profit improved to ¥7,275 million from ¥6,185 million year-over-year.

• Earnings per share fell to ¥25.10 from ¥28.02 year-over-year.

• Comprehensive income dropped to ¥2,753 million from ¥3,489 million year-over-year.

Outlook and guidance

• Full-year net sales forecast is ¥65,300 million, up 4.5% year-over-year; operating profit projected at ¥12,100 million, up 2.7%.

• No changes to previously announced financial forecasts.