ROHM Co., Ltd.
FY2026 1H Results Briefing
FY2026 1H revenue was 279.5 hundred million yen (YoY +14.4%), operating income was 17.5 hundred million yen (effective increase of approximately +352%), and net income was 15.6 hundred million yen. The mid-term revised full-year plan targets revenue of 550.0 hundred million yen, operating income of 50.0 hundred million yen, and net income of 45.0 hundred million yen. In the second half, profit contribution is expected from production capacity expansion and price pass-through. Dividends are 25 yen interim and 25 yen year-end for a total of 50 yen, with a payout ratio assumed at about 43%. Structural reforms including the SiC business are expected to drive profit improvement in earnest.
Key Figures
- Revenue: 2,795 hundred million yen (FY2026 1H results)
- Operating Income: 175 hundred million yen (FY2026 1H results)
- Full-year Plan: Revenue 5,500 hundred million yen / Operating Income 500 hundred million yen / Net Income 450 hundred million yen
AI要約
Performance Overview
FY2026 1H results showed revenue of 279.5 hundred million yen (YoY +14.4%). Demand was robust in key markets including automotive, industrial equipment, and servers, with discussions ongoing. Factors such as AI server demand and expansion of SiC devices contributed, prompting global increases in production capacity. Interim dividend of 25 yen and year-end dividend of 25 yen are planned, totaling 50 yen annually.
Outlook and Shareholder Returns
For FY2026 full year, the company expects revenue of 550.0 hundred million yen, operating income of 50.0 hundred million yen, and net income of 45.0 hundred million yen. In the second half, profit contributions are anticipated from production capacity expansion, price pass-through of raw material costs, and completion of inventory adjustments. The payout ratio is assumed to be approximately 43%. Structural reforms will continue and accelerate, and profit improvements are expected to progress in areas beyond the SiC business.
Revenue Trend
Margin Analysis
Guidance vs. Actual
ROHM Co., Ltd.
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