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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Fujimi
Fujimi (5384) investor relations material
Fujimi Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Feb, 2026
Executive summary
Net sales for the nine months ended December 31, 2025, rose 9.9% year-over-year to ¥51,447 million, with operating profit up 15.9% to ¥10,497 million and profit attributable to owners of parent up 6.9% to ¥7,766 million.
Growth was driven by strong demand for advanced semiconductor devices, especially in Japan and Asia, despite global economic uncertainty and a slowdown in China.
Financial highlights
Gross profit increased to ¥23,185 million from ¥20,481 million year-over-year.
Comprehensive income rose 27.3% year-over-year to ¥10,651 million.
Earnings per share increased to ¥104.70 from ¥97.94 year-over-year.
Net assets grew to ¥82,013 million, with an equity ratio of 67.0%.
Outlook and guidance
Full-year net sales forecast is ¥67,900 million, up 8.6% year-over-year, with operating profit projected at ¥13,000 million and profit attributable to owners of parent at ¥9,400 million.
No changes to previously announced financial forecasts.
North America sales decline vs profit increase
Purpose of large construction in progress increase
Address hard disk product usage reduction
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Latest events from Fujimi
- Double-digit profit growth and robust semiconductor demand, with guidance unchanged.5384
Q1 202516 Feb 2026 - Strong sales and profit growth across all segments, with robust outlook maintained.5384Q2 202516 Feb 2026
- Profits and sales soared on semiconductor and HDD demand, with strong outlook maintained.5384Q3 202516 Feb 2026
- Strong FY2025 growth driven by semiconductor demand; moderate FY2026 outlook amid uncertainties.5384Q4 202516 Feb 2026
- Net sales and operating profit rose, but profit attributable to owners declined on FX losses.5384Q1 202616 Feb 2026
- Profits and sales rose on robust semiconductor demand; full-year outlook revised upward.5384Q2 202616 Feb 2026
Next Fujimi earnings date
Q4 202612 May, 2026
Fujimi
Next Fujimi earnings date
Q4 202612 May, 2026
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Amina0781App Store
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