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Zhongji Innolight Co. (300308) investor relations material
Zhongji Innolight Co. Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M 2026 revenue rose 178.13% YoY to ¥69.55bn and net income attributable to shareholders rose 211.81% to ¥22.24bn, supported by strong demand for high-speed optical modules.
Q3 revenue increased 171.83% YoY to ¥27.77bn; attributable net income rose 173.74% to ¥8.59bn.
Financial highlights
9M adjusted net income, excluding non-recurring items, was ¥22.11bn, up 212.12% YoY; Q3 adjusted net income was ¥9.02bn, up 190.13%.
9M operating profit was ¥27.84bn versus ¥8.84bn in the prior-year period; net profit was ¥24.10bn versus ¥7.57bn.
9M operating cash flow increased 46.81% YoY to ¥8.01bn.
Outlook and guidance
Continued growth in orders and strong demand for high-speed optical modules supported 800G and 1.6T shipments; order-related materials procurement and production-equipment investment also increased.
- Revenue and profit surged on booming global AI demand and successful Hong Kong listing.300308
Q2 2026 - Revenue and net profit soared over 190% and 260% year-over-year, driven by robust infrastructure demand.300308
Q1 2026 - Net profit more than doubled on 60% revenue growth, led by high-speed optical modules.300308
Q4 2025 - Q3 revenue and net profit more than doubled year-over-year, led by 800G optical module sales.300308
Q3 2025 - Net profit jumped 69.40% on robust high-end optical module demand and margin gains.300308
Q2 2025 - Q3 2024 revenue and profit more than doubled year-over-year on robust optical module demand.300308
Q3 2024 - Revenue and net profit soared on booming 400G/800G optical module demand and global AI/cloud capex.300308
Q2 2024 - Net profit surged 56.83% on 37.82% revenue growth, led by high-end optical module sales.300308
Q1 2025
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