Eoptolink Technology (300502) Q2 2025 earnings summary

Executive summary

• Revenue surged 282.64% year-over-year to ¥10.44 billion, driven by strong demand in data center and AI cluster markets.

• Net profit attributable to shareholders rose 355.68% year-over-year to ¥3.94 billion.

• Gross margin improved to 47.48%, up 4.12 percentage points from the prior year.

• R&D investment increased 157.56% year-over-year, supporting new product launches in high-speed optical modules.

Financial highlights

• Operating income: ¥10.44 billion, up 282.64% year-over-year.

• Net profit: ¥3.94 billion, up 355.68% year-over-year.

• Operating cash flow: ¥952.7 million, a significant turnaround from negative ¥290.7 million last year.

• Total assets: ¥18.07 billion, up 47.32% from year-end 2024.

• Net assets: ¥12.09 billion, up 45.22% from year-end 2024.

• Basic and diluted EPS: ¥3.97, up 356.32% year-over-year.

• Gross margin: 47.48%, up 4.12 percentage points year-over-year.

Outlook and guidance

• Company expects continued growth in high-speed optical module demand, especially for AI clusters and data centers.

• Industry forecasts indicate robust expansion in hyperscale data centers and AI-driven optical module sales through 2030.