Fuji Electric delivers Q3 earnings beat and optimistic guidance

Published 30/01/2025, 12:38
© Reuters.

Investing.com -- Fuji Electric Co., Ltd. (TSE:TYO:6504) reported a positive third-quarter performance, surpassing its own expectations and beating consensus estimates. The company’s operating profit (OP) for the quarter was ¥28.1 billion, marking a 24% increase year-on-year (YoY) and exceeding the FactSet consensus of ¥23.7 billion.

Fuji Electric’s management highlighted that the Q3 operating profit beat its forecast by several billion yen, a feat achieved without the benefit of a weaker Japanese yen than anticipated.

Although the Industry segment’s operating profit fell short of expectations due to sluggish automation system sales, other segments, including Energy, Food Distribution, and Semiconductor, performed above the company’s plan.

Despite a mixed performance across its business segments, the company maintained its full-year operating profit guidance at ¥111.5 billion, aligning with forecasts and consensus figures. Management pointed to favorable exchange rates and further cost-cutting measures as potential contributors to an upward adjustment of ¥2-3 billion in the fourth quarter.

These adjustments include an assumed ¥1 billion gain from forex and roughly ¥1.5 billion from cost reductions.

The Energy segment’s operating profit target was raised to ¥33 billion from ¥31 billion, driven by an anticipated surge in orders for power supply systems from data centers, especially overseas, where orders are expected to double YoY, with significant growth in Singapore, Malaysia, and Australia.

The Food Distribution segment also saw its operating profit target increase to ¥13.5 billion, up from ¥12.5 billion, thanks to large-lot orders related to the printing of new banknotes.

Conversely, the Industry segment’s operating profit target was reduced to ¥36.5 billion from ¥38.5 billion, as the company continues to address inventory normalization for low-voltage inverters and anticipates delays in factory automation project orders.

However, these risks have been accounted for in the revised target. The Semiconductor segment’s target was also lowered to ¥32.5 billion from ¥34 billion, reflecting strong orders from the energy industry in China but tepid demand from electric vehicle makers in Europe and North America, as these manufacturers reassess capital expenditure plans amid weakening demand.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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