Suzhou Dongshan Precision Manufacturing Co (002384) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 2026 reached ¥13.14 billion, up 52.72% year-over-year, driven by the inclusion of Source Photonics and GMD Group and strong growth in optical module business.

• Net profit attributable to shareholders was ¥1.11 billion, a 143.47% increase year-over-year.

• Adjusted net profit (excluding non-recurring items) rose 166.99% year-over-year to ¥1.06 billion.

Financial highlights

• Operating income: ¥13.14 billion, up 52.72% year-over-year.

• Net profit: ¥1.12 billion, up 146.24% year-over-year.

• Basic and diluted EPS: ¥0.61, up 125.93% year-over-year.

• Operating cash flow: ¥1.13 billion, down 17.48% year-over-year.

• Total assets at period end: ¥63.05 billion, up 4.64% from year-end 2025.

Outlook and guidance

• AI data center demand surge led to capacity expansion in optical modules and AI PCB, expected to continue supporting growth.