Eoptolink Technology (300502) Q4 2025 earnings summary

Executive summary

• Achieved record revenue of ¥24.84 billion in 2025, up 187.29% year-over-year, with net profit attributable to shareholders of ¥9.53 billion, up 235.89% year-over-year.

• Gross margin improved to 47.81%, driven by increased demand for high-speed optical modules and enhanced production efficiency.

• Overseas sales accounted for 96.16% of total revenue, with significant growth in AI and cloud data center markets.

• Major investments in R&D and capacity expansion, including the operational launch of the Thailand plant phase II.

Financial highlights

• Revenue: ¥24.84 billion, up 187.29% year-over-year.

• Net profit attributable to shareholders: ¥9.53 billion, up 235.89% year-over-year.

• Operating cash flow: ¥7.70 billion, up 1,101.57% year-over-year.

• Basic EPS: ¥9.61, up from ¥2.86 last year.

• Gross margin: 47.81%, up 3.09 percentage points year-over-year.

Outlook and guidance

• Focus on leading AI and cloud data center optical interconnect solutions, with continued investment in 800G/1.6T and next-gen products.

• Plans to further expand global manufacturing and R&D, enhance vertical integration, and deepen strategic partnerships.

• 2026 guidance includes increased R&D for XPO, NPO, CPO, and OCS technologies, and further production automation.