Fujimi (5384) Q2 2026 earnings summary

Executive summary

• Net sales rose 8.9% year-over-year to ¥33,496 million for the six months ended September 30, 2025, driven by strong demand in advanced semiconductor and silicon wafer segments.

• Operating profit increased 13.4% year-over-year to ¥6,469 million, and profit attributable to owners of parent grew 6.9% to ¥4,671 million.

• Comprehensive income surged 58.8% year-over-year to ¥6,145 million, reflecting gains in foreign currency translation and valuation of available-for-sale securities.

Financial highlights

• Gross profit improved to ¥14,840 million from ¥13,263 million year-over-year.

• Ordinary profit rose 11.3% to ¥6,257 million, with EPS at ¥62.98, up from ¥58.91.

• Net assets increased to ¥80,274 million, and total assets reached ¥104,655 million as of September 30, 2025.

• Dividend per share for the interim period was ¥36.67, with a full-year forecast of ¥73.34.

Outlook and guidance

• Full-year net sales forecast revised to ¥67,900 million, up 8.6% year-over-year, with operating profit projected at ¥13,000 million and EPS at ¥126.71.

• Upward revision reflects robust demand for CMP process products and polishing slurry for silicon wafers.