Japan · Delayed Price · Currency is JPY ROHM Co., Ltd. Earnings Call Transcripts
Fiscal Year 2026
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FY2025 sales grew and operating profit returned to positive territory, but SiC impairments drove a large net loss. FY2026 guidance targets higher sales and profit, supported by reforms and AI-server/SiC growth, amid cost and market risks.
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H1 sales rose 5.3% YoY to JPY 244.2bn, with OP returning to profit at JPY 7.6bn; FY sales guidance increased to JPY 460bn. The new three-year plan prioritizes profitability, targeting FY2028 OP margin above 20% and ROE above 9%.
Fiscal Year 2025
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FY2024 losses reflected weaker industrial and automotive sales, inventory and material costs, and higher fixed costs. FY2025 guidance targets a return to profit, supported by inventory normalization, cost reductions, and lower investment, amid uncertain demand and intense SiC competition.
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H1 sales exceeded the term-beginning target, but inventory effects and weaker demand drove an operating loss. Full-year sales and profit guidance were cut, with CAPEX and SiC expansion plans reset to demand and cost controls intensified.