Fujimi (5384) Q4 2025 earnings summary

Executive summary

• FY2025 saw strong growth despite global economic and geopolitical uncertainties, with net sales up 21.5% and profit attributable to owners of parent up 45.1% year-over-year, driven by robust demand in advanced semiconductor applications.

• All major regions (Japan, North America, Asia, Europe) and product segments (silicon wafers, semiconductor devices, hard disks, general industries) reported double-digit sales and profit growth.

Financial highlights

• Net sales: JPY 62,503 million (+21.5% YoY); Operating profit: JPY 11,780 million (+42.8% YoY); Ordinary profit: JPY 12,251 million (+36.8% YoY); Profit attributable to owners of parent: JPY 9,428 million (+45.1% YoY).

• Earnings per share: JPY 127.10 (stock split adjusted); Equity ratio: 83.7%; Net assets: JPY 76,895 million.

• Cash and cash equivalents at year-end: JPY 23,787 million, down JPY 8,857 million from prior year.

Outlook and guidance

• FY2026 forecast: Net sales JPY 65,300 million (+4.5%), operating profit JPY 12,100 million (+2.7%), ordinary profit JPY 12,100 million (−1.2%), profit attributable to owners of parent JPY 8,850 million (−6.1%).

• Management expects continued solid demand for AI-related semiconductors but a slow recovery in PC, smartphone, and automotive markets.