Fujimi (5384) Q3 2025 earnings summary

Executive summary

• Net sales for the nine months ended December 31, 2024, rose 23.9% year-over-year to ¥46,792 million, driven by strong demand in semiconductor-related products and price adjustments.

• Operating profit increased 48.3% to ¥9,060 million, and profit attributable to owners of parent surged 51.4% to ¥7,265 million year-over-year.

• Growth was supported by robust performance in Japan, Asia, and across applications such as silicon wafers, semiconductor devices, and hard disk substrates.

Financial highlights

• Gross profit for the period was ¥20,481 million, up from ¥16,206 million year-over-year.

• Ordinary profit reached ¥9,680 million, a 50.0% increase year-over-year.

• Earnings per share for the nine months was ¥97.94, up from ¥64.67, reflecting a 3-for-1 stock split.

• Comprehensive income rose to ¥8,365 million from ¥6,119 million year-over-year.

Outlook and guidance

• Full-year net sales forecast is ¥61,100 million, up 18.8% year-over-year.

• Operating profit is projected at ¥10,650 million (up 29.1%), and profit attributable to owners of parent at ¥8,350 million (up 24.5%).

• Earnings per share for the full year is forecast at ¥112.56.

• No adjustments were made to the financial forecast as of the latest update.