Accelink Technologies (002281) Q2 2026 earnings summary

Executive summary

• Revenue for H1 2026 reached ¥6.61 billion, up 26.07% year-over-year, with net profit attributable to shareholders at ¥582 million, a 56.34% increase year-over-year.

• Gross margin improved to 25.50%, and both basic and diluted EPS rose over 53% year-over-year.

• The company maintained a top-five global market position in optical components, with notable gains in data and access segments.

Financial highlights

• Operating cash flow was negative ¥1.24 billion, a significant decrease from the prior year.

• Total assets at period-end were ¥23.02 billion, up 40.87% from year-end 2025.

• Net assets attributable to shareholders increased 43.26% to ¥14.45 billion.

• R&D investment rose 25.76% year-over-year to ¥617 million.

• Overseas revenue surged 73.79% year-over-year, now comprising 34.41% of total revenue.

Outlook and guidance

• The company expects continued growth driven by AI, cloud, and data center demand, with ongoing investments in high-speed, low-power optical modules and next-generation technologies.