Zhongji Innolight Co. (300308) Q3 2026 earnings summary

Executive summary

• 9M 2026 revenue rose 178.13% YoY to ¥69.55bn and net income attributable to shareholders rose 211.81% to ¥22.24bn, supported by strong demand for high-speed optical modules.

• Q3 revenue increased 171.83% YoY to ¥27.77bn; attributable net income rose 173.74% to ¥8.59bn.

Financial highlights

• 9M adjusted net income, excluding non-recurring items, was ¥22.11bn, up 212.12% YoY; Q3 adjusted net income was ¥9.02bn, up 190.13%.

• 9M operating profit was ¥27.84bn versus ¥8.84bn in the prior-year period; net profit was ¥24.10bn versus ¥7.57bn.

• 9M operating cash flow increased 46.81% YoY to ¥8.01bn.

Outlook and guidance

• Continued growth in orders and strong demand for high-speed optical modules supported 800G and 1.6T shipments; order-related materials procurement and production-equipment investment also increased.