Fujibo Holdings (3104) Q2 2026 earnings summary

Executive summary

• Net sales for FY2025 1H rose 7.0% year-over-year to ¥22,528 million, with operating profit up 26.0% to ¥3,771 million and ordinary profit up 27.1% to ¥3,904 million.

• Profit attributable to owners of parent increased 30.3% year-over-year to ¥2,730 million, and comprehensive income rose 37.9% to ¥3,118 million.

• All major business segments except Lifestyle Apparel posted higher sales; Polishing Pad and Industrial Chemicals led growth.

• Upward revision to full-year forecast, with net sales now expected at ¥45.4 billion and operating profit at ¥7.5 billion.

Financial highlights

• FY2025 1H net sales: ¥22,528 million (+7.0% YoY); operating profit: ¥3,771 million (+26.0% YoY); net profit attributable to owners: ¥2,730 million (+30.3% YoY); EBITDA: ¥5,340 million (+16.3% YoY).

• Ordinary profit rose 27.1% YoY to ¥3,904 million.

• Gross profit increased to ¥8,106 million from ¥7,187 million year-over-year.

• Basic earnings per share rose to ¥241.74 from ¥184.79 year-over-year.

• Interim dividend of ¥75 and year-end dividend of ¥85 planned, totaling ¥160 per share for the year.

Outlook and guidance

• FY2025 full-year forecast: net sales ¥45.4 billion (+5.8% YoY), operating profit ¥7.5 billion (+15.8% YoY), net profit ¥5.0 billion (+11.7% YoY), EPS ¥443.42.

• Dividend forecast raised to ¥160 per share for FY2026.

• Polishing Pad Business expected to benefit from continued AI-related investment and strong semiconductor demand.

• Industrial Chemicals to expand with new plant operations in April 2026; Lifestyle Apparel to focus on overseas and e-commerce growth.