FUJI CORPORATION
6134・Prime Market・Machinery
Robot Solutions
FUJI's largest core business segment, centered on electronic component mounting robots
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (external customers) | ¥168,737 million | ¥114,157 million | ↑ |
| Total including intersegment sales | ¥168,818 million | ¥114,214 million | ↑ |
| Operating income (segment profit) | ¥33,623 million | ¥16,349 million | ↑ |
| Segment assets | ¥200,872 million | ¥168,006 million | ↑ |
| Orders received | ¥197,151 million | ¥112,868 million | ↑ |
| Order backlog | ¥61,660 million | ¥33,246 million | ↑ |
| Depreciation | ¥8,825 million | ¥8,337 million | ↑ |
| Increase in tangible and intangible fixed assets | ¥9,940 million | ¥13,839 million | ↓ |
| Unamortized goodwill balance | ¥0 million (fully impaired) | ¥8,087 million | ↓ |
Business Details
The main segment that manufactures and sells electronic component mounting robots (mounters) and semiconductor manufacturing equipment. It operates globally through domestic and overseas subsidiaries, capturing automation demand for electronic equipment manufacturing lines for smartphones, PCs, in-vehicle applications, and servers. Sales account for approximately 93% of consolidated total, forming the core of the Group's earnings base. Growth in AI server-related demand and semiconductor-related demand in Asia, particularly in Thailand and India, drove performance.
Recent Overview
Segment sales up 47.8% year on year on surging AI server and semiconductor demand; operating income more than doubled
In FY2026 (ending March 2026), AI server-related equipment demand remained at high levels in Asia, particularly in Thailand and India, while semiconductor-related equipment demand, including die bonders, also grew. Net sales reached ¥168,737 million (up ¥54,580 million, or +47.8%, year on year), and operating income reached ¥33,623 million (up ¥17,273 million, or +105.7%, year on year), achieving substantial increases in both revenue and profit. Meanwhile, a goodwill impairment loss of ¥8,087 million was recorded related to subsidiary Fasford Technology Co., Ltd., bringing the goodwill balance to zero. Orders received increased by ¥74,283 million year on year to ¥197,151 million, and the order backlog also grew to ¥61,660 million.
Key Products
Growth Drivers
- Expansion of capital investment related to AI servers and data centers (mainly in Asia, centered on Thailand and India)
- Increase in average selling price and unit volume following completion of the model transition to NXTR
- Growth in semiconductor-related equipment demand, including die bonders
- Mid- to long-term expansion of the mounter market driven by progress in vehicle electrification and sophistication
- Increased production capacity from the operation of the new Okazaki factory building (completed September 2024)
- Diversification of earnings through commercialization of new businesses outside electronic component mounting, such as Quist, Hug, and R-PLUS
Risks
- Sluggish growth in capital investment demand in Europe and North America (North American sales rose only slightly year on year, while European sales declined)
- Foreign exchange risk (high overseas sales ratio; yen appreciation would pressure earnings)
- Risk of AI server-related demand peaking out or fluctuating (uncertainty regarding continuation of high demand levels)
- High dependence on the Chinese market (accounting for 27.4% of sales)
- Prolonged geopolitical risks (Middle East situation, US-China relations, etc.) restraining capital investment
- Occurrence of extraordinary loss due to goodwill impairment loss (¥9,717 million) recorded related to Fasford Technology Co., Ltd.
Last updated: June 25, 2026