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Fujimi (5384) investor relations material
Fujimi Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2026 saw increased geopolitical risks, energy price volatility, and global economic uncertainty, but strong AI-driven semiconductor demand supported growth.
Net sales rose 11.0% year-over-year to ¥69,404 million, with operating profit up 17.4% to ¥13,826 million and ordinary profit up 15.7% to ¥14,169 million.
Profit attributable to owners of parent declined 3.9% due to additional income taxes from a tax audit.
Financial highlights
Net sales: ¥69,404 million (+11.0% YoY); Operating profit: ¥13,826 million (+17.4% YoY); Ordinary profit: ¥14,169 million (+15.7% YoY).
Profit attributable to owners of parent: ¥9,059 million (−3.9% YoY, impacted by ¥1,215 million in additional income taxes).
EPS: ¥122.12; Comprehensive income: ¥13,353 million (+46.9% YoY).
Gross profit: ¥31,211 million; Gross margin improved year-over-year.
Outlook and guidance
FY2027 forecast: Net sales ¥74,800 million (+7.8%), operating profit ¥14,500 million (+4.9%), ordinary profit ¥14,500 million (+2.3%), profit attributable to owners of parent ¥10,400 million (+14.8%).
Assumes continued solid semiconductor market, especially AI-related demand, but higher depreciation and expenses from capital investments.
- Double-digit profit growth and robust semiconductor demand, with guidance unchanged.5384
Q1 202516 Feb 2026 - Strong sales and profit growth across all segments, with robust outlook maintained.5384
Q2 202516 Feb 2026 - Profits and sales soared on semiconductor and HDD demand, with strong outlook maintained.5384
Q3 202516 Feb 2026 - Strong FY2025 growth driven by semiconductor demand; moderate FY2026 outlook amid uncertainties.5384
Q4 202516 Feb 2026 - Net sales and operating profit rose, but profit attributable to owners declined on FX losses.5384
Q1 202616 Feb 2026 - Profits and sales rose on robust semiconductor demand; full-year outlook revised upward.5384
Q2 202616 Feb 2026 - Strong sales and profit growth fueled by semiconductor demand, with robust asset expansion.5384
Q3 202616 Feb 2026
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