Fujimi Incorporated

5384.T
Semiconductor Equipment & Materials
2026/10/09 12:26 Updated
Market Cap: $1.7B (¥267.1B)
Stock Price: $22.79 (¥3,600)
Exchange Rate: 1 USD = ¥157.98

Notice Regarding Formulation of Medium- to Long-Term Management Plan 2026 (Fiscal Year Ending March 2027 to Fiscal Year Ending March 2032)

Fujimi Incorporated has formulated the Medium- to Long-Term Plan 2026 and compiled quantitative targets. The six-year plan begins with the fiscal year ending March 2027. Revenue targets are 82.5 billion yen in FY2027 → 104.0 billion yen in FY2029 → 138.0 billion yen in FY2032, operating margin around 20%, EBITDA margin approximately 26% → 31%, and ROE targeting around 14% to 17%. Total investment of approximately 130.0 billion yen is planned over six years, including capital expenditures and new business creation. In response to market changes, the company emphasizes strengthening supply capacity and increasing R&D investment against a backdrop of semiconductor market growth and rising AI-related demand. Dividend policy remains focused on stable and proactive returns.

Importance:
Page Updated: October 9, 2026
IR Disclosure Date: October 9, 2026

Key Figures

  • Revenue 82.5 billion yen (Year 1)
  • Revenue 104.0 billion yen (Year 3)
  • Revenue 138.0 billion yen (Year 6)

AI要約

Key Points of the Medium- to Long-Term Plan

This document announces the formulation of the Medium- to Long-Term Management Plan 2026 and the compilation of quantitative targets, presenting a six-year growth roadmap starting in the fiscal year ending March 2027. The company targets revenue of 138.0 billion yen over six years, an operating margin around 20%, and an EBITDA margin aimed at 31%. Investments totaling 130.0 billion yen over six years are planned, covering capacity expansion, new plant construction, and investment in new R&D facilities, pursuing a strategy that balances stable supply and strengthening technological capabilities.

Market Trends and Outlook

As environmental changes, the company cites growth in the semiconductor market and the spread of generative AI, noting expansion in advanced logic and HBM demand, supply chain restructuring, and the importance of business transformation using digital technologies. To respond, the company will strengthen domestic and overseas bases and promote new business creation, while maintaining shareholder return levels and aiming to balance sustainable growth with returns.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Fujimi Incorporated

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