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Fujikura (5803) investor relations material
Fujikura Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record first-quarter profit at every level, with net sales for the quarter ended June 30, 2026, rising 50.1% year-over-year to ¥402,009 million.
Operating profit surged 155.1% year-over-year to ¥104,828 million, driven by robust data center demand, especially in Telecommunication Systems.
Profit attributable to owners of parent increased 156.8% year-over-year to ¥80,434 million.
Hydrogen procurement risk eased, with minimal impact due to inventory utilization.
Comprehensive income grew 190.5% year-over-year to ¥86,296 million.
Financial highlights
Net sales reached ¥402.0 billion, up ¥134.1 billion (150%) year-over-year.
Operating profit rose to ¥104.8 billion, up ¥63.7 billion (255%) year-over-year.
Profit attributable to owners of parent was ¥80.4 billion, up ¥49.1 billion (257%) year-over-year.
Gross profit for the quarter was ¥148,960 million, up from ¥73,384 million a year earlier.
Net profit per share increased to ¥48.58 from ¥18.92 year-over-year, reflecting a 6-for-1 share split.
Outlook and guidance
Full-year net sales forecast raised to ¥1,755.0 billion and operating profit to ¥432.0 billion, up 48.4% and 128.9% year-over-year, respectively.
Profit attributable to owners of parent is forecast at ¥326,000 million, up 107.4% year-over-year.
Net profit per share for the full year is expected to be ¥196.88.
Forecasts revised upward due to strong order intake and improved visibility for large optical component projects.
Exchange rate assumption for FY2026 Q2 onward set at ¥160/USD; a ¥1 change impacts operating profit by ¥2.7 billion.
- Record sales, profit growth, share split, and higher dividends mark strong results and outlook.5803
Q4 2026 - Record sales and profits led to upward revisions in full-year forecasts and dividends.5803
Q3 2026 - Record sales and profits on strong data center demand; full-year outlook and dividends raised.5803
Q2 2026 - Record profits and raised forecasts driven by data center and AI demand, but currency weighed on income.5803
Q1 2026 - Record sales and profits drove raised forecasts and a higher dividend outlook.5803
Q2 2025 - Record Q1 profit and raised full-year outlook, driven by Telecommunication Systems growth.5803
Q1 2025 - Record profit growth and higher dividends, with a cautious outlook for next year.5803
Q4 2025 - Profits and sales surged, leading to raised forecasts and higher dividends.5803
Q3 2025
Next Fujikura earnings date
Next Fujikura earnings date
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