Corporate Report: FANUC CORP Q3 2026 Performance

FANUC CORP reported a solid performance in the quarter ended September 30 2026, driven by robust demand across its core markets of automotive, aerospace and defence, as well as general engineering. The company’s management highlighted the continued expansion of its manufacturing base in India, noting the recent commissioning of a foundry unit and additional production capacity that is expected to boost future output.

Financial Highlights

  • Operating Revenue increased by 9.4 % YoY, supported by a mix of high‑margin products such as the MTX 100 multi‑tasking center and entry‑level machines that continue to attract automotive OEMs.
  • EBITDA Margin expanded from 24.1 % to 25.7 %, reflecting tighter cost controls and efficient utilization of the backward‑integrated supply chain.
  • Order Book remains healthy, with a diversified pipeline that includes significant commitments in the defence and aerospace sectors.

Strategic Initiatives

  1. Manufacturing Expansion in India – The newly commissioned foundry unit and increased production capacity are expected to elevate output by an estimated 12 % in the next fiscal year, positioning FANUC as a leading supplier for the region’s automotive and industrial robotics markets.
  2. Capital Investment Plan – Backed by a subsidy from the government’s production‑linked incentive scheme, the plan will strengthen domestic production of key components such as CNC controllers and motors, reducing exposure to global supply‑chain volatility.
  3. Supply‑Chain Resilience – Management continues to monitor supply‑chain dynamics and is actively diversifying supplier portfolios to mitigate potential disruptions.

Outlook

FANUC’s management maintains a positive outlook for the remainder of the fiscal year, citing robust demand in key segments and the anticipated ramp‑up of new capacity. The company remains committed to delivering high‑quality, innovative solutions that meet evolving customer needs across its diversified portfolio.