Fujibo Holdings (3104) Q1 2026 earnings summary

Executive summary

• Net sales rose 8.4% year-over-year to ¥11,253 million for the quarter ended June 30, 2025, driven by strong demand in the Polishing Pad and Industrial Chemicals segments.

• Operating profit increased 25.1% year-over-year to ¥1,935 million, and ordinary profit grew 28.0% to ¥2,052 million.

• Profit attributable to owners of parent surged 37.6% year-over-year to ¥1,482 million.

• The company maintained its full-year forecast, expecting continued growth in semiconductor-related businesses.

Financial highlights

• Gross profit for the quarter was ¥4,051 million, up from ¥3,566 million year-over-year.

• Basic earnings per share increased to ¥130.85 from ¥95.01 year-over-year.

• Comprehensive income for the quarter was ¥1,299 million, a 4.5% increase year-over-year.

• Total assets as of June 30, 2025, were ¥65,583 million, down ¥1,025 million from March 31, 2025.

• Net assets rose to ¥47,697 million, up ¥237 million from the previous fiscal year-end.

Outlook and guidance

• Full-year net sales forecast is ¥46,200 million (up 7.7% year-over-year), with operating profit projected at ¥7,000 million (up 8.1%).

• Profit attributable to owners of parent is forecast at ¥4,700 million (up 5.0%), with basic EPS of ¥416.83.

• Dividend forecast for FY2026 is ¥150 per share, up from ¥130 in FY2025.