Fuji Corporation (6134) Q3 2025 earnings summary

Executive summary

• Net sales for Q3 FY2025 decreased 2.2% year-over-year to 93,565 million yen, with operating profit down 7.8% and ordinary profit down 6.6%.

• Profit attributable to owners of parent increased by 3% to 8,449 million yen, aided by gains on sales of investment securities.

• Comprehensive income fell 56.3% year-over-year to 5,793 million yen, mainly due to lower valuation on available-for-sale securities.

• Sales in the Robotic Solutions division were weaker due to soft European demand, but order recovery is underway in China and Asia.

Financial highlights

• Net sales for Q3 FY2025: 93,565 million yen, down 2.2% year-over-year; operating profit: 9,788 million yen, down 7.8%.

• Profit attributable to owners of parent: 8,449 million yen, up 3% year-over-year.

• Total assets as of December 31, 2024: 249,561 million yen, down 1,376 million yen from March 31, 2024.

• Net assets decreased by 7,432 million yen, mainly due to treasury share acquisition and lower securities valuation.

• Dividend policy maintained: payout ratio of 50%+ and minimum annual dividend of 80 yen per share.

Outlook and guidance

• Full-year FY2025 forecast revised downward: net sales expected at 127,000 million yen (down 4.5% from previous forecast), operating profit at 13,000 million yen (down 12.2%), and profit attributable to owners of parent at 11,000 million yen (down 11.3%).

• EPS for the full year forecasted at 119.91 yen.

• Capital expenditures expected to rise 21% to 17,300 million yen; R&D expenses to decrease 4% to 7,900 million yen.

• Dividend forecast maintained at 80 yen per share for FY2025.