Zhitong Finance App News, Translink (01473) announced that the Group supplies a comprehensive portfolio of optoelectronic and semiconductor components, including integrated circuits, lasers, photodiodes (PDs), transimpedance amplifiers (TIA) and related devices. These devices can realize electro-optical and photoelectric signal conversion within high-speed 800G/1.6T/3.2T modules in AI data center applications and optical interconnections. Additionally, the Group supplies industrial lasers and processing solutions for industrial manufacturing, including semiconductor manufacturing, printed circuit board (PCB) processing, and solar back contact (BC) battery production.
Driven by continued growth in global demand related to artificial intelligence, the total value of the Group's current sales contracts has further increased to approximately US$1.15 billion as of July 31, 2026. In addition, the Group has developed new business sources involving different models of high-power industrial laser equipment for 1.6T/3.2TPCB high-precision processing, and has received a new order from a leading industrial laser equipment manufacturer, which is expected to be delivered before the end of this fiscal year, demonstrating the Group's market recognition in the industrial laser application market.
Continuing the growth trend for the year ended March 31, 2026, and the large number of sales contracts the Group has obtained, the Group has achieved steady business growth, particularly in its 200Gb/s indium phosphide photodiode (PD) business. According to a preliminary assessment of the Group's latest unaudited comprehensive management accounts, the main financial indicators for the four months ended July 31, 2026 (April to July 2026) are as follows: revenue of HK$1,185 million, up 68% year on year; profit before tax of HK$48.2 million, up 185% year on year.
The Group's revenue and profit before tax increased sharply from April to July 2026, mainly due to the fulfillment of a large number of sales orders for the Group's PD products during late July 2026.
The Group anticipates that its PD business will continue to be a key growth driver, supported by existing outstanding orders and continued demand from global AI data center customers. Coupled with the expected explosive growth of the Group's new industrial laser business segment, the Group is well equipped to expand its revenue base and increase its gross profit margin, thereby achieving sustainable revenue and profit growth in the current fiscal year.