Fujitsu Ltd (FJTSF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Allow me to explain about the earnings result. I will follow the slides. Page 3 shows an overview of our results for the first nine months of fiscal 2025. On the top half of the slide is service solutions, our most important segment, Revenue for the first nine months was 1,657.7 billion yen, up 6.1% from the prior year. Excluding the impact from business restructurings that took place during the prior fiscal year, revenue was up 7.5%. In business in Japan in particular, there was continued stronger growth in demand for DX and modernization, and revenue was up 10.4% from the prior year. Adjusted operating profit was 216.1 billion yen, 54.5 billion yen from the prior year, an increase of 33.8%. Adjusted operating profit margin was 13%, an improvement of 2.7 percentage point. from the prior year due to the benefit of higher revenue in addition to continued steady progress in profitability improvements. Looking at the trends per quarter, the third quarter saw both revenue and profit increase even further than in the first half of the year. In the lower box, total revenue for the first nine months was ¥2,451.1 billion, up 1.8% from the prior year. Looking at this figure, excluding the impact of business restructuring, it is up 4.4%. Adjusted operating profit was 229.1 billion yen, and each business segment that posted higher profit compared to the prior year, the total increase was 92 billion yen. up by 67 percent. The adjusted operating profit margin was 9.3 percent, an improvement of 3.6 percentage points from the prior year. At the very bottom, net profit was 343.6 billion yen, up by 255.6 billion yen from the prior year. In addition to the higher profits in our major business areas, recording of a gain on the sale of shares in Shinko Electric in general in the first h...