Accelink Technologies (002281) investor relations material

Executive summary

• Revenue grew 44.2% year-over-year to ¥11.93 billion, driven by strong demand in datacom and access products.

• Net profit attributable to shareholders rose 43.1% year-over-year to ¥946 million.

• Company maintained a leading global market position in optical components, ranking top five in several segments.

• No cash dividend or bonus shares were distributed for 2025 due to ongoing A-share issuance.

Financial highlights

• Operating income: ¥11.93 billion, up 44.2% year-over-year.

• Net profit attributable to shareholders: ¥946 million, up 43.1% year-over-year.

• Operating cash flow: ¥1.63 billion, a significant turnaround from negative ¥641 million last year.

• Gross margin for communication equipment manufacturing: 23.31%, up 1.22 percentage points.

• R&D expenses increased 45.75% to ¥1.04 billion, representing 9.52% of revenue.

Outlook and guidance

• Global optical component market expected to reach $90.9 billion by 2030, CAGR of 13%.

• Datacom segment to remain the main growth driver, with rapid adoption of 400G/800G/1.6T modules.

• Company will focus on core optical communication business, expand high-end product shipments, and deepen international presence.