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Suzhou TFC Optical Communication (300394) investor relations material
Suzhou TFC Optical Communication Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for H1 2026 reached ¥2.83 billion, up 15.15% year-over-year; net profit attributable to shareholders was ¥1.20 billion, up 33.92% year-over-year.
Growth driven by robust demand in global AI and data center markets, despite some supply chain constraints.
R&D investment increased by 55.32% year-over-year to ¥194.93 million, focusing on next-gen optical technologies.
The company maintained a strong global presence, with significant expansion in Thailand and Jiangxi production bases.
Financial highlights
Operating cash flow was ¥1.00 billion, up 64.57% year-over-year.
Gross margin for optical interconnect components was 60.67%, up from 50.54% year-over-year.
Basic EPS was ¥1.1057, up 33.55% year-over-year; diluted EPS was ¥1.1038, up 33.44%.
Total assets at period-end were ¥7.59 billion, up 17.65% from year-end 2025.
Net assets attributable to shareholders were ¥6.25 billion, up 13.49% from year-end 2025.
Outlook and guidance
The company expects continued growth driven by AI infrastructure and data center expansion globally.
Ongoing investments in R&D and capacity expansion, including a new Suzhou headquarters and super factory, are planned for 2027.
- Q1 2026 saw 40.82% revenue growth and 45.79% net profit growth, with H-share listing plans approved.300394
Q1 2026 - Record revenue and profit growth fueled by AI and data center demand, with robust global expansion.300394
Q4 2025 - Revenue and profit soared on AI-driven demand, with strong cash flow and higher dividends.300394
Q3 2025 - H1 2025 revenue up 57.84%, net profit up 37.46%, led by AI and data center growth.300394
Q2 2025 - Q3 revenue and profit soared on robust AI and data center demand for optical components.300394
Q3 2024 - Revenue and profit soared in H1 2024 on robust AI and data center demand.300394
Q2 2024 - Record profit and revenue growth fueled by AI, global expansion, and strong cost control.300394
Q4 2024 - Q1 2025 saw double-digit revenue and profit growth, with strong cash flow and order momentum.300394
Q1 2025
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