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    Communication Equipment
Suzhou TFC Optical Communication Co., Ltd.

Suzhou TFC Optical Communication Co., Ltd.

300394.SZ
Suzhou TFC Optical Communication Co., Ltd.CN flagShenzhen Stock Exchange
244.09
CNY
+7.09
- -
266.26BMarket Cap
Suzhou TFC Optical Communication Co., Ltd.
300394.SZ
(Shenzhen Stock Exchange)

Recent

price

244.09

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
0.21
0.28
0.29
0.38
0.37
0.47
0.52
0.66
0.75
2.25
1.36
1.56
2.5
4.18
6.64
5.34
Revenue per Share
0.09
0.11
0.11
0.17
0.16
0.19
0.17
0.2
0.24
0.72
0.4
0.52
0.94
1.73
2.6
2.04
Basic EPS, GAAP
-0.06
0.05
0.07
0.05
0.05
0.08
0.05
0.12
0.04
0.27
0.32
0.46
0.9
1.04
1.87
-0.64
Free Cash Flow per Basic Share
- -
- -
0.02
0.03
0.06
0.06
0.09
0.09
0.1
0.21
0.17
0.2
0.26
0.87
0.86
0.71
Dividend per Share
0.16
0.26
0.34
0.46
0.49
0.75
0.81
0.91
1
2.27
1.62
1.9
2.51
3.38
5.21
4.46
Book Value per Share
0.26
0.36
0.46
0.59
1.05
1.13
1.17
1.53
1.62
3.32
2.96
3.33
4.24
4.98
6.94
5.88
Tangible Book Value per Share
522
524
521
521
633
656
656
673
699
388
762
768
774
777
777
777
Basic Weighted Avg Shares
110
144
151
201
237
310
338
443
523
873
1,032
1,196
1,939
3,252
5,163
4,152
Sales/Revenue/Turnover
47.94
43.3
45.1
49.23
46.97
41.43
36.06
32.34
33.51
36.82
32.61
34.75
41.69
45.29
45.74
43.66
Operating Margin (%)
3
6
7
8
11
15
22
28
30
49
70
83
90
123
175
- -
Depreciation Expense
48
55
58
89
103
122
111
136
167
279
306
403
730
1,344
2,017
1,589
Net Income, GAAP
16.96
14.98
15.06
14.93
14.79
14.58
13.12
12.3
12.89
11.83
10.65
10.24
13.21
12.52
13.92
13.08
Effective Tax Rate (%)
43.45
38.25
38.4
44.2
43.57
39.21
32.91
30.6
31.86
31.96
29.68
33.68
37.65
41.32
39.07
38.26
Profit Margin (%)
76
127
171
217
510
510
471
737
732
740
1,659
1,936
2,541
2,798
3,939
3,219
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
13
9
6
6
4
3
4
LT Debt
151
206
253
326
677
757
810
1,072
1,171
1,377
2,336
2,637
3,363
3,986
5,513
4,694
Total Equity
- -
29.12
24.89
28.82
18.81
15.22
13.46
13.3
13.56
21.93
16
14.91
23.11
34.48
42.15
36.45
Return on Invested Capital (%)
- -
50.59
37.32
42.69
37.55
29.01
22.17
22.4
25.27
34.19
28.33
29.46
40.6
56.1
59.89
51.62
Return on Capital (%)
- -
50.59
37.32
42.69
37.55
30.33
21.71
23.63
25.43
35.38
28.95
29.91
42.95
58.86
60.44
54.52
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Dec'24
Mar'25
Jun'25
ST Debt
42
42
42
LT Borrowings
- -
- -
- -
LT Finance Leases
4
4
4
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
776
776
777
Market Capitalization
36,078
33,561
44,335

Working Capital

FRC

•

in mil. unless spec.
Dec'24
Mar'25
Jun'25
Total Current Assets
3,524
3,934
4,154
Cash, Cash Equivalents & STI
2,329
2,520
2,500
Accounts Receivable, Net
776
766
1,173
Inventories
350
544
365
Total Current Liabilities
727
843
935
Payables & Accruals
- -
- -
- -
ST Debt
42
42
42
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
24.48%
33.37%
38.3%
Free Cash Flow
78.07%
73.39%
78.87%
Net Income, GAAP
37.82%
51.33%
50.15%
Sales/Revenue/Turnover
37.86%
44.53%
58.79%
Total Cash Common Dividend
- -
69.91%
-0.93%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
732
824
839
857
3,252
2025
945
1,511
1,245
- -
5,163
2026
1,330
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.36
- -
- -
- -
1.73
2025
0.43
- -
- -
- -
2.6
2026
0.63
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.87
2025
- -
- -
- -
- -
0.86
2026
- -
- -
- -
- -
- -
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Business
Suzhou TFC Optical Communication Co., Ltd. Suzhou TFC Optical Communication Co., Ltd. (300394.SZ) engages primarily in the research, development, production, and sales of high-speed optical communication devices and advanced optoelectronic packaging solutions. Founded in 2005 and headquartered in Suzhou, China, the company listed on the Shenzhen Stock Exchange's GEM board in 2015 and operates mainly in Mainland China with international reach, serving sectors such as artificial intelligence, data centers, optical fiber communication, optical sensing, lidar, and biophotonics. Its core products encompass high-speed light engine solutions; FAU passive optical device solutions; micro-optical technology platforms; zirconia ceramic sleeves, receptacles, and fiber stubs; CNC precision metal parts; OSA ODM/OEM products including isolators; lens array products; fiber and cable assemblies; injection molding components; optical fiber adaptors; coating products; AWG MUX/De-MUX products; BOX/TO packaging; high-speed coaxial and box packaging; and passive solutions for AOC applications. In recent developments, the company formed a strategic ecosystem partnership with OpenLight in March 2025 to accelerate silicon photonics back-end processes, wafer processing, and packaging for semiconductor production and optical communication systems, enhancing capabilities in AI/ML, lidar, and data center applications. Suzhou TFC expanded its supply chain through production diversification in Thailand and Southeast Asia, alongside partnerships with regional and Eastern European suppliers to mitigate geopolitical risks and support scalable global manufacturing. Additionally, it acquired an additional 74.5% stake in Suzhou Tianfu Optical Co., Ltd., strengthening control over key optical subsidiaries, while ramping up R&D investments by 59.73% in 2024 to over USD 32 million, securing more than 200 patents focused on CPO, silicon photonics, and 800G/1.6T optical solutions amid robust H1 2025 revenue growth driven by AI infrastructure demand.