Rohm Co Ltd
TSE:6963

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Rohm Co Ltd Logo
Rohm Co Ltd
TSE:6963
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Price: 2 194 JPY -0.61% Market Closed
Market Cap: 885.8B JPY

Rohm Co Ltd
Investor Relations

Rohm Co Ltd., a name synonymous with innovation in the semiconductor industry, weaves a compelling narrative that began in Kyoto, Japan. Founded in 1958 by Kenichiro Sato, the company initially focused on resistors but soon expanded its horizons into the burgeoning electronics market. With an unwavering commitment to research and development, Rohm carved out a niche, mastering the art of semiconductor design and manufacturing. Today, its operations span a wide array of sectors, including automotive, industrial, and consumer electronics, with a specialty in developing integrated circuits (ICs) that serve as the brains behind electronic systems. They play a pivotal role in delivering energy efficiency and compactness—features highly sought after by businesses looking to optimize their technological offerings.

The core of Rohm's business strategy lies in its ability to innovate and provide tailored solutions. This approach has earned them a place as trusted partners with major corporations worldwide. They generate revenue primarily through the sale of an extensive portfolio of ICs, transistors, diodes, and other semiconductor components. Rohm prides itself on its vertical integration strategy, manufacturing everything from individual semiconductors to entire systems, thus maintaining stringent quality control and cost efficiency. This operational model allows Rohm to meet the high demands of precision and reliability that industries like automotive and healthcare require. By continuing to focus on advanced technologies like silicon carbide and gallium nitride, Rohm seeks to remain at the forefront of the semiconductor revolution, all while driving sustainable growth and setting the stage for their next chapter in technological advancement.

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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Nov 8, 2024
AI Summary
Q2 2025

Revenue: First half net sales were JPY 232 billion, down 3% year-on-year but up 3.1% versus the company’s initial target.

Profitability: The company posted an operating loss of JPY 900 million for the first half, primarily due to inventory impacts and increased fixed costs.

Guidance Cut: Full-year net sales guidance was lowered from JPY 480 billion to JPY 450 billion and operating profit guidance was revised from a JPY 14 billion profit to a JPY 15 billion loss.

Segment Weakness: Automotive sales were flat and industrial sales dropped sharply (down 28.1%), with major declines in Japan.

CapEx Control: Planned capital expenditures for this year were reduced from JPY 165 billion to JPY 150 billion, and a further reduction is planned for next year.

SiC Growth Delay: Expansion plans for silicon carbide (SiC) production and sales targets have been delayed by at least a year due to market slowdown.

Structural Changes: The company is reorganizing to improve solution-based sales and respond more flexibly to customer needs, especially in ICs and power devices.

Strategic Partnerships: Announced deeper collaboration with DENSO and ongoing talks to strengthen alliance with Toshiba.

Key Financials
Net Sales (First Half)
JPY 232 billion
Operating Profit (First Half)
JPY -900 million
Net Income (First Half)
Positive (amount not specified)
Automotive Sales Growth (First Half)
Up 2.1%
Industrial Segment Sales (First Half)
Down 28.1%
Sales Ratio Outside Japan (First Half)
49.3%
IC Segment Profit
JPY 5.5 billion
Full-Year Net Sales Guidance
JPY 450 billion
Full-Year Operating Profit Guidance
JPY -15 billion
CapEx Plan (FY24)
JPY 150 billion
CapEx Plan (FY25)
Below JPY 100 billion
Dividend (Interim)
JPY 25 per share
Sales Ratio Outside Japan (Full Year Forecast)
48.4%
Industrial Segment Sales (Full-Year Forecast)
Down 19.4%
Other Earnings Calls
2025

Management

Mr. Isao Matsumoto
President, CEO & Director
No Bio Available
Mr. Katsumi Azuma
Senior Managing Executive Officer & Director
No Bio Available
Motohiro Ando
Corporate Officer in charge of Finance & Director of Corporate Strategy Headquarters
No Bio Available
Tetsuo Aoki
Senior Corporate Officer in charge of Sales & Marketing and Director
No Bio Available
Shinji Mikami
Corporate Officer in charge of Japan & International Sales
No Bio Available
Mr. Kazuhide Ino
Managing Executive Officer & Director
No Bio Available
Koji Yamamoto
Senior Corporate Officer & Director
No Bio Available
Tsuguki Noma
Corporate Officer & Director of Power Devices Business Unit
No Bio Available
Tsuguru Ariyama
Corporate Officer & Director of General Purpose Device Business Unit
No Bio Available

Contacts

Address
KYOTO-FU
Kyoto
21, Saiin Mizosaki-cho, Ukyo-ku
Contacts
+81753112121.0
www.rohm.co.jp