Fujifilm CFO Reports Strong Demand for Semiconductor Materials
Fujifilm Holdings anticipates a doubling in demand for magnetic tape used in data centers by March 2027. The company's fiscal 2027 guidance suggests an operating profit of ¥365 billion and free cash flow between ¥90 billion and ¥100 billion.
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Fujifilm Holdings projects that the demand for magnetic tape in data centers will double year-over-year by the fiscal year ending March 2027. The company's initial fiscal guidance includes an operating profit forecast of ¥365 billion and free cash flow expectations ranging from ¥90 billion to ¥100 billion.
CFO Higuchi indicated a cautious investment strategy will be employed if the debt-to-EBITDA ratio exceeds 2x. Analysts at Citi noted that robust demand for semiconductor materials could lead to a smaller-than-expected year-over-year profit decline for Fujifilm in the April-June period, suggesting a more stable financial outlook.
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