Fujikura raises FY2026 outlook on expanded large optical component project orders

• Fujikura lifted its outlook, citing a sudden large optical component order outside the U.S. that expanded beyond initial assumptions.
• The updated forecast now includes the project in the second half, versus the June 18 revision that reflected it only in the first half.
• Telecommunication Systems Q1 net sales rose to JPY 264.4 billion from JPY 143.8 billion; operating profit climbed to JPY 98 billion from JPY 34 billion.
• Profitability benefited from optical components with short lead-time delivery, stronger U.S. data center engineering, improved optical cable mix.
• Hydrogen-related headwinds eased; management flagged a smaller impact than the optical components order on the revised outlook.

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