Eoptolink Technology (300502) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue rose 80.30% YoY to ¥10.94bn; net income attributable to shareholders increased 61.15% to ¥3.84bn.

• 9M revenue grew 92.97% YoY to ¥31.85bn, while attributable net income rose 79.74% to ¥11.37bn.

Financial highlights

• Q3 adjusted attributable net income, excluding non-recurring items, was ¥3.63bn, up 53.32% YoY; 9M adjusted income was ¥11.14bn, up 76.79%.

• 9M operating costs increased 91.34% YoY to ¥16.66bn, alongside higher sales.

• 9M fair-value gains were ¥235.9m; non-recurring gains totaled ¥231.8m.

Outlook and guidance

• Inventory was built up in consideration of growing orders on hand and expected orders, as well as procurement lead times.

• Capacity expansion continued through investment in equipment and facilities.