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Fujimi Incorporated (JP:5384)
:5384
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Fujimi Incorporated (5384) Price & Analysis

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5384 Stock Chart & Stats

¥2919.00
-¥78.00(-3.22%)
At close: 4:00 PM EST
¥2919.00
-¥78.00(-3.22%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthFujimi’s historically conservative balance sheet and rising equity provide durable financial flexibility to fund R&D, qualification cycles and capex without immediate funding strain. The strong ROE track record (2022–25) supports capacity to absorb semiconductor cyclicality if 2026 debt is a one-off.
Consumable, Sticky Revenue ModelThe business sells consumable polishing abrasives that require customer qualification, creating high repeat-order probability and predictable replenishment. This structural stickiness reduces revenue volatility over cycles and supports stable margins and long-term customer relationships in semiconductor supply chains.
Solid Revenue Growth And ProfitabilityFujimi has demonstrated multi-year revenue growth with healthy operating margins through 2022–25, indicating competitive product economics and pricing power in precision abrasives. Consistent top-line expansion and past margin strength support reinvestment capacity and resilience through semiconductor demand cycles.
Bears Say
Free Cash Flow DeteriorationA sharp swing to negative free cash flow in 2026 materially reduces near-term financial flexibility and heightens financing needs. For a consumables business that otherwise generates steady cash, this deterioration raises execution risk on capex/working capital and could constrain shareholder returns or necessitate external funding.
Rising Leverage In 2026The 2026 debt increase reverses a multi-year low-leverage profile and, combined with negative FCF, raises interest expense and refinancing risk. Sustained higher leverage would reduce financial optionality and magnify downturn exposure in a cyclical semiconductor market if the step-up is not temporary.
Margin Compression And Profitability PressureCompression of operating and net margins in 2026 despite revenue growth suggests rising input costs, investment-driven spending, or pricing pressure. If persistent, margin erosion undermines return on capital, weakens cash conversion and threatens the long-term ability to fund R&D and customer qualification cycles.

Fujimi Incorporated News

5384 FAQ

What was Fujimi Incorporated’s price range in the past 12 months?
Fujimi Incorporated lowest stock price was ¥1955.00 and its highest was ¥5090.00 in the past 12 months.
    What is Fujimi Incorporated’s market cap?
    Fujimi Incorporated’s market cap is ¥351.68B.
      When is Fujimi Incorporated’s upcoming earnings report date?
      Fujimi Incorporated’s upcoming earnings report date is Jul 31, 2026 which is in 29 days.
        How were Fujimi Incorporated’s earnings last quarter?
        Fujimi Incorporated released its earnings results on May 14, 2026. The company reported ¥17.42 earnings per share for the quarter, missing the consensus estimate of ¥34.83 by -¥17.41.
          Is Fujimi Incorporated overvalued?
          According to Wall Street analysts Fujimi Incorporated’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Fujimi Incorporated pay dividends?
            Fujimi Incorporated pays a Semiannually dividend of ¥38 which represents an annual dividend yield of 3.09%. See more information on Fujimi Incorporated dividends here
              What is Fujimi Incorporated’s EPS estimate?
              Fujimi Incorporated’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Fujimi Incorporated have?
              Fujimi Incorporated has 80,098,500 shares outstanding.
                What happened to Fujimi Incorporated’s price movement after its last earnings report?
                Fujimi Incorporated reported an EPS of ¥17.42 in its last earnings report, missing expectations of ¥34.83. Following the earnings report the stock price went up 0.401%.
                  Which hedge fund is a major shareholder of Fujimi Incorporated?
                  Currently, no hedge funds are holding shares in JP:5384
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Fujimi Incorporated

                    Fujimi Incorporated, established in Kiyosu, Japan, in 1950, specializes in the global production and distribution of high-precision synthetic abrasive materials. With a market presence spanning Japan, Asia, North America, Oceania, and Europe, the company delivers solutions for critical processes such as slicing crystal silicon ingots and the lapping and polishing of silicon wafers. Fujimi also supplies essential abrasive compounds, including CMP slurry, for semiconductor device manufacturing, as well as polishing agents specifically developed for hard disk drive magnetic platters. Furthermore, the company provides an array of specialized materials, such as lapping and polishing compounds, diamond products, and catalyst carriers, which are integral to industries like electronic components, LED lighting, automotive, optical lenses, and power semiconductors. Additionally, Fujimi offers thermal spray materials that are crucial for applications in aerospace, semiconductors, liquid crystal displays, steel production, energy, and chemicals.

                    Fujimi Incorporated (5384) Earnings & Revenues

                    5384 Stock 12 Month Forecast

                    Average Price Target

                    ¥4,460.00
                    ▲(52.79% Upside)
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