Fuji Corporation (6134) Q4 2026 earnings summary

Executive summary

• Net sales rose 41.8% year-over-year to 180,642 million yen, driven by strong demand in Robotic Solutions, especially for the NXTR model and expansion in Asia.

• Operating profit more than doubled to 29,282 million yen (+112.5% YoY), with ordinary profit up 104.1% to 31,291 million yen.

• Profit attributable to owners of parent increased 44.3% to 15,733 million yen, despite impairment losses related to Fasford Technology.

• Robotic Solutions accounted for 94% of net sales, with strong performance across regions, especially in Asia.

• Comprehensive income surged 249.6% to 22,639 million yen.

Financial highlights

• FY2026 net sales: 180,642 million yen (+41.8% YoY); operating profit: 29,282 million yen (+112.5% YoY); ordinary profit: 31,291 million yen (+104.1% YoY); profit attributable to owners: 15,733 million yen (+44.3% YoY).

• Gross profit increased from 46,636 million yen to 66,275 million yen year-over-year.

• Cash and cash equivalents at year-end decreased to 53,159 million yen, down 4,846 million yen from the prior year.

• Net assets rose by 13,772 million yen, driven by retained earnings and foreign currency translation adjustments.

• Dividend per share increased to 90 yen (from 80), with a payout ratio of 50.3%.

Outlook and guidance

• FY2027 forecast: Net sales 211,000 million yen (+16.8% YoY); operating profit 43,600 million yen (+48.9% YoY); profit attributable to owners: 33,000 million yen (+109.7% YoY).

• FY2027 annual dividend planned at 190 yen per share, with a payout ratio above 50%.

• Continued demand expected in AI server and semiconductor fields; Middle East risks factored into guidance.

• Continued focus on growth in AI-related technologies, data centers, and automotive electrification.