Fujimi (5384) Q4 2026 earnings summary

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.