Fujikura lifts outlook after surprise hyperscaler optical orders
Fujikura raised first-half operating profit guidance to ¥174bn from ¥92bn and full-year operating profit to ¥310bn from ¥211bn. The company tied the move to unexpected optical-component projects from hyperscalers, selling-price increases and a milder hydrogen shortage impact in its information and telecommunications business. The scale is hard to ignore: first-half sales guidance rose to ¥778bn from ¥594bn, while full-year revenue moved to ¥1.462tn from ¥1.243tn. Fujikura says pricing and the easing of hydrogen constraints should continue into the second half, though it did not say whether the surprise hyperscaler orders will recur at the same pace.