Fujimi (5384) investor relations material

Executive summary

• H1 FY2027 net sales rose 21.2% YoY to ¥40,602 million; operating profit increased 45.5% to ¥9,416 million and profit attributable to owners of parent rose 52.5% to ¥7,123 million.

• Results benefited from firm demand for advanced semiconductor products, including AI-related applications, and stronger sales in Asia; FY2027 guidance was revised upward following H1 performance.

Financial highlights

• H1 net sales were ¥40,602 million, gross profit ¥19,334 million, operating profit ¥9,416 million and ordinary profit ¥9,459 million, versus ¥33,496 million, ¥14,840 million, ¥6,469 million and ¥6,257 million, respectively, in H1 FY2026.

• Profit attributable to owners of parent was ¥7,123 million versus ¥4,671 million YoY; comprehensive income was ¥6,753 million versus ¥6,145 million.

• H1 EPS was ¥96.01 versus ¥62.98 YoY.

• Operating cash flow increased to ¥7,662 million from ¥3,839 million; investing cash outflow was ¥4,603 million versus ¥7,474 million.

Outlook and guidance

• Revised FY2027 forecast: net sales ¥82,600 million (+19.0% YoY), operating profit ¥17,600 million (+27.3%), ordinary profit ¥17,500 million (+23.5%) and parent-attributable profit ¥12,950 million (+42.9%).

• FY2027 forecast EPS is ¥174.54; the forecast was revised to reflect improved H1 results.

• FY2027 interim dividend forecast increased to ¥50 per share; full-year dividend forecast is ¥96 per share, including a ¥46 year-end dividend.