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Fujikura, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 8% Increase, Raises Record High Profit, Dividend Revised Upward by 20 Yen

Thu Aug 7, 2025 2:00 pm JST Earnings

5803 Fujikura Ltd. 【J-GAAP】

Earnings Report

Fujikura Ltd. <5803> [TSE Prime] announced its financial results in the afternoon session on August 7th (14:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) expanded 41.7 billion yen, an increase 60.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 17.5%, from the previous forecast of 126 billion yen to 148 billion yen (compared to 137 billion yen in the previous period), record profits reach four consecutive terms, turning to a 7.8% increase in the consolidated ordinary profit outlook.

At the same time, the April to September period (first half) consolidated ordinary profit has been revised upward 33.9%, from the previous forecast of 59.0 billion yen to 79.0 billion yen (compared to 52.1 billion yen in the same period of the previous year), increasing the growth rate from 13.0% to 51.3%, further surpassing the previous forecast of record-high profits for two consecutive terms.

In light of the strong performance, the dividend for the first half of this fiscal year has been increased from the original plan of 65 yen to 75 yen, and the dividend for the second half has also been revised upwards from the original plan of 65 yen to 75 yen. The annual dividend will be 150 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin jumped from 11.2% in the same period last year to 15.3%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 190,207 12,572 15,643 11,112 40.3 45.7 Aug 10, 2023 J-GAAP
Apr - Jun, 2024 218,330 24,452 26,090 19,113 69.3 50.0 Aug 8, 2024 J-GAAP
Apr - Jun, 2025 267,908 41,086 41,775 31,318 113.5 52.9 Aug 7, 2025 J-GAAP
YoY +22.7% +68.0% +60.1% +63.9% +63.8%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 481,000 58,000 59,000 42,000 152.2 65 May 13, 2025 J-GAAP
Apr - Sep, 2025 New 525,000 76,000 79,000 56,000 203.0 75 Aug 7, 2025 J-GAAP
Revision Rate +9.1% +31.0% +33.9% +33.3% +33.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 957,000 122,000 126,000 90,000 326.2 130 May 13, 2025 J-GAAP
Mar, 2026 New 996,000 142,000 148,000 103,000 373.3 150 Aug 7, 2025 J-GAAP
Revision Rate +4.1% +16.4% +17.5% +14.4% +14.4%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 447,539 55,141 52,197 28,734 104.2 33.50 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 Guidance 525,000 76,000 79,000 56,000 203.0 75 Aug 7, 2025 J-GAAP
YoY +17.3% +37.8% +51.3% +94.9% +94.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 799,760 69,483 69,733 51,011 185.0 55 May 13, 2024 J-GAAP
Mar, 2025 979,375 135,519 137,240 91,123 330.3 100 May 13, 2025 J-GAAP
Mar, 2026 Guidance 996,000 142,000 148,000 103,000 373.3 150 Aug 7, 2025 J-GAAP
YoY +1.7% +4.8% +7.8% +13.0% +13.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 218,330 24,452 26,090 19,113 69.3 11.2 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 229,209 30,689 26,107 9,621 34.9 13.4 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 263,448 41,133 43,560 30,353 110.0 15.6 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 268,388 39,245 41,483 32,036 116.1 14.6 May 13, 2025 J-GAAP
Apr - Jun, 2025 267,908 41,086 41,775 31,318 113.5 15.3 Aug 7, 2025 J-GAAP
YoY +22.7% +68.0% +60.1% +63.9% +63.8%

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