Fujikura Ltd (JP:5803)
:5803
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Fujikura Ltd
(5803)
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Rating:69Neutral
Price Target:
¥5,628.00
▼(-2.33% Downside)
Action:Downgraded
Date:05/16/26
The score is primarily supported by strengthened financial performance (strong revenue/profit recovery, reduced leverage, and rising free cash flow). Offsetting this are a demanding valuation (high P/E with low yield) and a mixed near-term technical picture with short-term weakness versus longer-term trend support.
Positive Factors
Sustained Revenue Growth and Scale
Fujikura has delivered multi-year top-line expansion, roughly doubling revenue 2021–2026. That scale supports stronger procurement economics, broader customer reach in telecom and power infrastructure, and a deeper installed-base advantage that underpins durable project wins and recurring orders.
Negative Factors
Cyclical Earnings History
The business has shown pronounced cycle sensitivity, swinging from loss to strong profit across the sample period. Dependence on infrastructure project cycles means revenues and ROE can reverse materially if telecom or power capex slow, creating medium-term outcome risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue Growth and Scale
Fujikura has delivered multi-year top-line expansion, roughly doubling revenue 2021–2026. That scale supports stronger procurement economics, broader customer reach in telecom and power infrastructure, and a deeper installed-base advantage that underpins durable project wins and recurring orders.
Read all positive factors
Fujikura Ltd (5803) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥9.02T
Dividend Yield0.91%
Average Volume (3M)8.57M
Price to Earnings (P/E)51.6
Beta (1Y)2.10
Revenue Growth20.73%
EPS Growth72.44%
CountryJP
Employees50,254
SectorIndustrials
Sector Strength72
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)62.42
Shares Outstanding1,775,180,500
10 Day Avg. Volume10,605,850
30 Day Avg. Volume8,568,170
Financial Highlights & Ratios
PEG Ratio0.59
Price to Book (P/B)12.08
Price to Sales (P/S)5.73
P/FCF Ratio72.15
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥7,600.00Price Target Upside31.90% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)122.16
Revenue Forecast (FY)¥1.34T
Fujikura Ltd Business Overview & Revenue Model
Company Description
Fujikura Ltd. researches, develops, manufactures, and sells wires and cables in Japan, the United States, China, and internationally. The company operates in four segments: Power & Telecommunication Systems Company, Electronics Business Company, A...
How the Company Makes Money
Fujikura makes money primarily by selling manufactured components and systems used to build, expand, and maintain communications and power infrastructure. A major revenue stream comes from telecommunications and data-communications demand: the com...
Fujikura Ltd Financial Statement Overview
Summary
Income Statement
83
Very Positive
Balance Sheet
81
Very Positive
Cash Flow
74
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.03T | 1.18T | 979.38B | 799.76B | 806.45B | 670.35B |
| Gross Profit | 282.12B | 332.28B | 260.44B | 170.71B | 171.02B | 126.59B |
| EBITDA | 161.75B | 215.26B | 147.53B | 92.19B | 84.04B | 86.30B |
| Net Income | 103.33B | 157.16B | 91.12B | 51.01B | 40.89B | 39.10B |
Balance Sheet | ||||||
| Total Assets | 796.11B | 969.45B | 830.31B | 723.87B | 656.78B | 611.53B |
| Cash, Cash Equivalents and Short-Term Investments | 141.66B | 181.22B | 184.99B | 147.76B | 107.23B | 91.04B |
| Total Debt | 145.12B | 101.61B | 168.62B | 197.75B | 213.22B | 217.60B |
| Total Liabilities | 350.86B | 376.26B | 394.98B | 357.29B | 362.40B | 367.87B |
| Stockholders Equity | 417.68B | 560.37B | 407.49B | 341.09B | 270.54B | 220.49B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 93.85B | 86.81B | 73.61B | 42.71B | 24.62B |
| Operating Cash Flow | 0.00 | 132.91B | 115.91B | 94.44B | 58.14B | 40.39B |
| Investing Cash Flow | 0.00 | -36.20B | -23.42B | -23.40B | -9.73B | 7.84B |
| Financing Cash Flow | 0.00 | -111.33B | -54.89B | -34.12B | -33.92B | -36.92B |
Fujikura Ltd Technical Analysis
Neutral
5762.00
Price Trends
5287.34
Negative
4388.72
Positive
3475.78
Positive
Market Momentum
-126.33
Positive
45.90
Neutral
34.19
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5803, the sentiment is Neutral. The current price of 5762 is below the 20-day moving average (MA) of 5901.10, above the 50-day MA of 5287.34, and above the 200-day MA of 3475.78, indicating a neutral trend. The MACD of -126.33 indicates Positive momentum. The RSI at 45.90 is Neutral, neither overbought nor oversold. The STOCH value of 34.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:5803.
Fujikura Ltd Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥2.33T | 22.54 | 12.05% | 1.50% | 9.27% | 3.50% | |
75 Outperform | ¥13.66T | 32.13 | 9.29% | 1.19% | 6.76% | 27.25% | |
74 Outperform | ¥130.39B | 8.00 | 8.07% | 2.64% | 81.06% | 65.92% | |
69 Neutral | ¥9.02T | 51.65 | 32.32% | 0.91% | 20.73% | 72.44% | |
68 Neutral | ¥3.95T | 50.25 | 10.06% | 1.21% | 8.80% | 117.61% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | ¥1.86T | 52.34 | 8.39% | 1.49% | 0.83% | -37.84% |
* Industrials Sector Average
JP:5803
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Fujikura Ltd Corporate Events
Fujikura Expands Share-Based Compensation Plan With Additional Share Trust Funding
May 20, 2026
Fujikura Ltd has resolved to continue and expand its share-based compensation plans for directors and executive officers, reinforcing equity-linked incentives for its management team. Following shareholder approval of amendments to the directors&#...
Fujikura to Dispose of Treasury Shares for Executive Stock Compensation Plan
May 20, 2026
Fujikura’s board has approved the disposal of 385,900 treasury shares, worth about JPY 1.81 billion, to fund an existing stock compensation plan for its directors and executive officers via a trust structure with Sumitomo Mitsui Trust Bank. ...
Fujikura launches restricted stock plan for employee shareholding association
May 20, 2026
Fujikura Ltd. has approved the introduction of a restricted stock incentive plan for members of its employee shareholding association, granting common shares with transfer restrictions via a special monetary incentive. The scheme is designed to su...
Fujikura to Overhaul Director Pay With New Restricted Stock Plan
May 20, 2026
Fujikura Ltd. has approved a restructuring of its directors’ compensation system, introducing a new restricted stock compensation plan for directors who are not Audit and Supervisory Committee members, excluding outside directors. The plan i...
Fujikura to Replace Long-Standing Auditor PwC Japan with Deloitte
May 20, 2026
Fujikura Ltd. will change its accounting auditor, with a proposal to appoint Deloitte Touche Tohmatsu LLC to be submitted at the 178th Annual General Meeting of Shareholders scheduled for June 26, 2026. The move will end the long tenure of Pricewa...
Fujikura to Build New Optical Fiber Plant and Launch U.S. Subsidiary for AI Infrastructure Demand
May 14, 2026
Fujikura Ltd will invest about ¥40 billion to build a new plant at its Sakura Works site, expanding optical fiber cable production to meet surging demand from generative AI data centers and to support strengthening of AI-related infrastructur...
Fujikura Lifts Dividend Payout Ratio and Year-End Dividend After Strong FY2026 Results
May 14, 2026
Fujikura has decided to raise its shareholder payout for the fiscal year ended March 31, 2026, with the Board of Directors proposing a year-end dividend of ¥130 per share, up ¥10 from its previous forecast. This brings total annual divid...
Fujikura Posts Strong FY2026 Profit Growth and Boosts Shareholder Returns
May 14, 2026
Fujikura reported strong consolidated results for the fiscal year ended March 31, 2026, with net sales rising 20.7% to ¥1.18 trillion and profit attributable to owners of parent surging 72.5% to ¥157.2 billion. Operating and ordinary pro...
Fujikura Waives ¥8.3 Billion in Claims as VISCAS Joint Venture Is Dissolved
Mar 27, 2026
Fujikura Ltd. has resolved to waive its long-term loan claims against VISCAS Corporation, a former 50/50 joint venture with Furukawa Electric that is scheduled to be dissolved on March 31, 2026. The move follows a previously agreed termination of ...
Fujikura to Book $200 Million Dividend from U.S. Subsidiary as Non-Operating Income
Mar 13, 2026
Fujikura Ltd. said it will receive a dividend of 200 million U.S. dollars, equivalent to about 31.5 billion yen, from its consolidated subsidiary America Fujikura Ltd. in March 2026. The payment, drawn from retained earnings, underscores the subsi...
Fujikura to Triple Optical Fiber Output for U.S. AI Infrastructure Push
Mar 13, 2026
Fujikura Ltd. has approved a capital investment policy to expand production capacity for its optical fiber and proprietary SWR®/WTC® optical fiber cables in response to rising demand from AI data centers in the U.S. and broader AI infras...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.