Fujikura, The Current Fiscal Year Ordinary Profit Revised Upward by 18%, Raises Record High Profit Forecast, Dividend Revised Upward by 13 yen

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Mon Feb 10, 2025 3:00 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 10th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 95.7 billion yen, an increase 85.8% compared to the same period last year.

In addition, the full-year consolidated ordinary profit has been revised upward 18.4%, from the previous forecast of 103 billion yen to 122 billion yen (compared to 69.7 billion yen in the previous period), increasing the growth rate from 47.7% to 75.0%, further surpassing the previous forecast of record-high profits for three 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 (2H) is expected to increase 37.4%, from the previous forecast of 50.8 billion yen to 69.8 billion yen (compared to 35.5 billion yen in the same period of the previous year), increasing the growth rate from 43.0% to 96.5%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 67 yen to 80 yen (compared to 55 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.5 times that of the same period last year, reaching 43.5 billion yen. The operating profit margin drastically improved from 10.0% in the same period last year to 15.6%.

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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, 2022	612,788	56,509	55,872	46,496	168.6	82.3	Feb 9, 2023	J-GAAP
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	78.5	Feb 10, 2025	J-GAAP
YoY	+18.7%	+87.1%	+85.8%	+65.1%	+65.0%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	432,461	48,859	50,803	33,266	120.6	33.50	Nov 7, 2024	J-GAAP
Oct - Mar, 2024 New	492,461	68,859	69,803	45,266	164.1	46.50	Feb 10, 2025	J-GAAP
Revision Rate	+13.9%	+40.9%	+37.4%	+36.1%	+36.1%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	880,000	104,000	103,000	62,000	224.7	67	Nov 7, 2024	J-GAAP
Mar, 2025 New	940,000	124,000	122,000	74,000	268.2	80	Feb 10, 2025	J-GAAP
Revision Rate	+6.8%	+19.2%	+18.4%	+19.4%	+19.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	407,826	38,705	35,529	25,827	93.7	32.50	May 13, 2024	J-GAAP
Oct - Mar, 2024 Guidance	492,461	68,859	69,803	45,266	164.1	46.50	Feb 10, 2025	J-GAAP
YoY	+20.8%	+77.9%	+96.5%	+75.3%	+75.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	806,453	70,163	67,897	40,891	148.3	30	May 12, 2023	J-GAAP
Mar, 2024	799,760	69,483	69,733	51,011	185.0	55	May 13, 2024	J-GAAP
Mar, 2025 Guidance	940,000	124,000	122,000	74,000	268.2	80	Feb 10, 2025	J-GAAP
YoY	+17.5%	+78.5%	+75.0%	+45.1%	+45.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	207,057	20,665	17,326	10,613	38.5	10.0	Feb 8, 2024	J-GAAP
Jan - Mar, 2024	200,769	18,040	18,203	15,214	55.2	9.0	May 13, 2024	J-GAAP
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
YoY	+27.2%	+99.0%	+151.4%	+186.0%	+185.9%