FUJIFILM (4901) Investor presentation summary

Strategic vision and business positioning

• Aims to be an essential healthcare partner by creating clinical value through proprietary AI and imaging technologies, supporting healthcare workers and improving care quality across prevention, diagnosis, and treatment.

• Medical Systems is the core growth and earnings driver within the healthcare segment, targeting a company-wide operating margin of 15%+ by FY2030.

Market trends and business opportunities

• Global medical device and IT markets are expanding due to aging populations, chronic disease prevalence, and digital innovation, with strong growth in imaging, endoscopes, and enterprise imaging IT.

• Key challenges include rising medical data volume, financial strain on hospitals, and healthcare worker shortages, driving demand for automation and integrated solutions.

Financial targets and performance

• Revenue target of ¥700 billion for FY2025, with a goal to raise operating margin from mid-teens to high-teens by FY2030, driven by high-value-added products and recurring revenue.