Rohm revises earnings forecasts, unveils new medium-term plan

Rohm has revised its consolidated earnings forecast for the fiscal year ending March 31, 2026, projecting net sales of 460,000 million yen (up from 440,000 million yen) and profit attributable to owners of parent of 9,000 million yen (up from 7,000 million yen). This adjustment reflects strong first-half sales, despite a cautious outlook for the second half due to geopolitical risks, slowing economic growth, and record-high gold prices. The company also announced an interim dividend of 25.00 yen per share, with a total annual dividend forecast of 50.00 yen.

In conjunction with the earnings update, Rohm unveiled its 2nd Medium-Term Management Plan, "MOVING FORWARD to 2028," aiming for an operating profit ratio over 20% and ROE over 9% by FY2028. The plan prioritizes fundamental structural reforms, including SiC business profitability, and targets becoming a top 10 global player in power and analog semiconductors by 2035. Key strategies include expanding in automotive and AI server-related products, optimizing manufacturing, and reducing costs.

The company also reported its financial results for the six months ended September 30, 2025, with net sales of 244,228 million yen and profit attributable to owners of parent of 10,318 million yen. These results reflect a 5.3% increase in net sales and a 398.9% increase in profit attributable to owners of parent year-over-year. The assumed exchange rate for the second half of FY2026 is USD 1 = 140 yen.