Murata targets AI-driven electronics growth, ¥2 trillion sales by 2027

Murata Manufacturing revealed its strategic direction at IR Day 2025, projecting ¥2 trillion or more in sales and an 18% or higher operating profit margin by 2027. The company aims to accelerate growth through AI-driven electronics, with a focus on sustainable processes and strengthening human and organizational capital. Key initiatives include the commercial launch of XBAR in 25Q1 and addressing increasing demand for power solutions in AI servers.

The company plans significant capital expenditure, forecasting ¥420 bn in equipment investments and ¥260 bn in strategic investments for 2025. These investments target increased production capacity for components and modules, alongside expanding into new business models. Notably, Murata will invest approximately ¥46 bn in the Moriyama Innovation Center and ¥35 bn in the MLCC Research and Development Center.

Murata also detailed efforts in decarbonization and a circular economy, targeting a 39% reduction in Scope 1+2 GHG emissions by 2027 from 2019 levels and 55% renewable energy adoption. The company plans to initiate PET film recycling programs in April 2025, aiming to recycle 60m PET bottles annually by 2035. Employee engagement remains a priority, with plans to enhance global experience and foster a diverse workforce.