Fujikura, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%, Raises Record High Profit Forecast, Dividend Revised Upward by 25 Yen

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Mon Feb 9, 2026 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 February 9th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 150 billion yen, an increase 56.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 10.9%, from the previous forecast of 184 billion yen to 204 billion yen (compared to 137 billion yen in the previous period), increasing the growth rate from 34.1% to 48.6%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 21.7%, from the previous forecast of 92.2 billion yen to 112 billion yen (compared to 85.0 billion yen in the same period of the previous year), increasing the growth rate from 8.5% to 32.0%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 190 yen to 215 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 34.0% from the same period last year, reaching 58.3 billion yen. The operating profit margin rose from 15.6% in the same period last year to 17.6%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2023	598,991	51,443	51,530	35,797	129.8	73.9	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	710,987	96,274	95,757	59,087	214.2	69.8	Feb 10, 2025	J-GAAP
Apr - Dec, 2025	854,931	142,196	150,057	111,935	405.7	73.6	Feb 9, 2026	J-GAAP
YoY	+20.2%	+47.7%	+56.7%	+89.4%	+89.4%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	550,006	88,829	92,299	64,853	235.0	95	Nov 7, 2025	J-GAAP
Oct - Mar, 2025 New	584,006	104,829	112,299	82,853	300.3	120	Feb 9, 2026	J-GAAP
Revision Rate	+6.2%	+18.0%	+21.7%	+27.8%	+27.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,109,000	179,000	184,000	132,000	478.4	190	Nov 7, 2025	J-GAAP
Mar, 2026 New	1,143,000	195,000	204,000	150,000	543.6	215	Feb 9, 2026	J-GAAP
Revision Rate	+3.1%	+8.9%	+10.9%	+13.6%	+13.6%

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	584,006	104,829	112,299	82,853	300.3	120	Feb 9, 2026	J-GAAP
YoY	+9.8%	+30.4%	+32.0%	+32.8%	+32.8%

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	1,143,000	195,000	204,000	150,000	543.6	215	Feb 9, 2026	J-GAAP
YoY	+16.7%	+43.9%	+48.6%	+64.6%	+64.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
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
Oct - Dec, 2025	295,937	52,025	58,356	44,788	162.3	17.6	Feb 9, 2026	J-GAAP
YoY	+12.3%	+26.5%	+34.0%	+47.6%	+47.5%