Fujitsu (6702) Investor Update summary

Sustainability management and vision

• Transitioned from principle to action in sustainability, integrating supply chain as a core focus and aiming for a net positive impact by 2030 through digital services and innovation.

• Materiality framework targets impact in three areas: planet, prosperity, and people, focusing on solving global environmental issues, developing a digital society, and improving well-being.

• Integrated reporting aligns with global disclosure standards, summarizing social, environmental, and governance initiatives and results.

• Both financial and non-financial KPIs, such as greenhouse gas reduction and employee engagement, are used to enhance corporate value.

Human capital strategy and transformation

• Shifted to job-based HR management, expanding internal posting, flexible recruitment, and role-based compensation to align talent with business needs.

• Career ownership is fostered through workshops, counseling, digital tools, and diverse learning opportunities, with over 68,000 employees participating in learning programs and assessments.

• Internal posting system expanded, with 35,000 applications and 13,000 successful transfers over five years.

• Diversity and inclusion initiatives increased the ratio of female managers and employees, supported by targeted programs and leadership workshops.

• Employee engagement scores improved, supported by global survey platforms and action-oriented management, with turnover rates declining.

Business and people portfolio alignment

• Business portfolio transformation prioritized growth in digital services, with talent allocation, reskilling, and investments driving operating profit and productivity.

• Service Solutions business saw employee numbers drop from 129,000 to 106,000 (FY19–FY24), while revenue and profit margins improved significantly.

• HR reform investment of JPY 40 billion in FY 2024 led to a 5% increase in consolidated sales and 22% rise in operating profit.

• Uvance and modernization businesses saw strong revenue growth, with Uvance sales up 31% to JPY 482.5 billion in FY 2024 and a forecast of 45% growth to JPY 700 billion in FY 2025.

• Consulting and AI business expansion included internal reskilling, external hiring, and company-wide deployment of AI tools, with 69,000 monthly active users on the in-house AI platform.