FUJI ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast

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Thu Oct 30, 2025 3:30 pm JST Earnings

6504 FUJI ELECTRIC CO., LTD. 【J-GAAP】

Earnings Report

FUJI ELECTRIC CO., LTD. <6504> [TSE Prime] announced its financial results after the market closed on October 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 7.1% from the same period last year, reaching 41.7 billion yen, resulting in an increase in profits compared to the previous forecast of a 5.0% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 4.5%, from the previous forecast of 122 billion yen to 128 billion yen (compared to 118 billion yen in the previous period), increasing the growth rate from 3.2% to 7.8%, further surpassing the previous forecast of record-high profits for five 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 8.1% from the same period last year, reaching 86.2 billion yen.

At the same time, the annual dividend remains undecided.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 17.9% from the same period last year, reaching 24.4 billion yen. However, the operating profit margin worsened from 8.8% in the same period last year to 8.4%.

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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	491,692	34,994	34,619	24,343	170.4	32.1	Oct 26, 2023	J-GAAP
Apr - Sep, 2024	497,377	40,336	38,949	35,539	248.8	32.8	Oct 31, 2024	J-GAAP
Apr - Sep, 2025	543,160	42,759	41,733	26,614	180.6	32.6	Oct 30, 2025	J-GAAP
YoY	+9.2%	+6.0%	+7.1%	-25.1%	-27.4%

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	534,000	40,500	37,000	23,500	159.5	－	Jul 31, 2025	J-GAAP
Apr - Sep, 2025 Results	543,160	42,759	41,733	26,614	180.6	91	Oct 30, 2025	J-GAAP
Revision Rate	+1.7%	+5.6%	+12.8%	+13.3%	+13.2%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,155,000	124,500	122,500	85,500	580.1	－	Jul 31, 2025	J-GAAP
Mar, 2026 New	1,185,000	128,500	128,000	89,000	603.8	－	Oct 30, 2025	J-GAAP
Revision Rate	+2.6%	+3.2%	+4.5%	+4.1%	+4.1%

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	626,030	77,310	79,810	56,700	395.1	85	Apr 25, 2025	J-GAAP
Oct - Mar, 2025 Guidance	641,840	85,741	86,267	62,386	423.2	－	Oct 30, 2025	J-GAAP
YoY	+2.5%	+10.9%	+8.1%	+10.0%	+7.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	1,103,214	106,066	107,822	75,353	527.6	135	Apr 25, 2024	J-GAAP
Mar, 2025	1,123,407	117,646	118,759	92,239	642.7	160	Apr 25, 2025	J-GAAP
Mar, 2026 Guidance	1,185,000	128,500	128,000	89,000	603.8	－	Oct 30, 2025	J-GAAP
YoY	+5.5%	+9.2%	+7.8%	-3.5%	-6.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	260,990	23,082	20,698	24,064	168.5	8.8	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	293,687	28,095	29,421	19,876	139.2	9.6	Jan 30, 2025	J-GAAP
Jan - Mar, 2025	332,343	49,215	50,389	36,824	256.6	14.8	Apr 25, 2025	J-GAAP
Apr - Jun, 2025	247,916	18,091	17,324	10,925	74.2	7.3	Jul 31, 2025	J-GAAP
Jul - Sep, 2025	295,244	24,668	24,409	15,689	106.5	8.4	Oct 30, 2025	J-GAAP
YoY	+13.1%	+6.9%	+17.9%	-34.8%	-36.8%