Fujikura, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 24%, Raises Record High Profit Forecast, Dividend Revised Upward by 40 Yen

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Fri Nov 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 November 7th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 91.7 billion yen, an increase 75.7% compared to the same period last year, exceeded the previous forecast of 79.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 24.3%, from the previous forecast of 148 billion yen to 184 billion yen (compared to 137 billion yen in the previous period), increasing the growth rate from 7.8% to 34.1%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 8.5% from the same period last year, reaching 92.2 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 150 yen to 190 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 91.2% from the same period last year, reaching 49.9 billion yen. The operating profit margin rose from 13.4% in the same period last year to 16.9%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	391,934	30,778	34,204	25,184	91.3	49.0	Nov 8, 2023	J-GAAP
Apr - Sep, 2024	447,539	55,141	52,197	28,734	104.2	38.0	Nov 7, 2024	J-GAAP
Apr - Sep, 2025	558,994	90,171	91,701	67,147	243.4	49.8	Nov 7, 2025	J-GAAP
YoY	+24.9%	+63.5%	+75.7%	+133.7%	+133.6%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	525,000	76,000	79,000	56,000	203.0	75	Aug 7, 2025	J-GAAP
Apr - Sep, 2025 Results	558,994	90,171	91,701	67,147	243.4	95	Nov 7, 2025	J-GAAP
Revision Rate	+6.5%	+18.6%	+16.1%	+19.9%	+19.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	996,000	142,000	148,000	103,000	373.3	150	Aug 7, 2025	J-GAAP
Mar, 2026 New	1,109,000	179,000	184,000	132,000	478.4	190	Nov 7, 2025	J-GAAP
Revision Rate	+11.3%	+26.1%	+24.3%	+28.2%	+28.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	531,836	80,378	85,043	62,389	226.2	66.50	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	550,006	88,829	92,299	64,853	235.0	95	Nov 7, 2025	J-GAAP
YoY	+3.4%	+10.5%	+8.5%	+3.9%	+3.9%

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	1,109,000	179,000	184,000	132,000	478.4	190	Nov 7, 2025	J-GAAP
YoY	+13.2%	+32.1%	+34.1%	+44.9%	+44.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
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
Jul - Sep, 2025	291,086	49,085	49,926	35,829	129.9	16.9	Nov 7, 2025	J-GAAP
YoY	+27.0%	+59.9%	+91.2%	+272.4%	+272.3%