Fujitsu CFO Isobe Takeshi (磯部 武司) indicated that the company may transfer its mass-produced general-purpose products business depending on the terms. Net profit is expected to decline in the fiscal year ending March 2027 due to the adverse comparison following the sale of shareholdings, while operating profit is expected to increase 19% year on year.
Fujitsu's performance has remained strong, driven by robust customer investment in systems and growth in IT services. Net profit is expected to decline in the fiscal year ending March 2027 due to the adverse comparison following the sale of shareholdings, while operating profit is expected to increase by approximately 19% year on year. Isobe Takeshi (磯部 武司), chief financial officer (CFO), has positioned the continuation of the dividend policy, M&A as growth investment, and share buybacks as capital allocation priorities.
Fujitsu has also indicated that it will prioritize shareholder returns and has maintained a streak of 11 consecutive years of dividend increases. The CFO said, "The priorities for capital allocation are dividends, M&A as growth investment, and share buybacks, in that order," and said the company aims to achieve medium- to long-term growth by improving its profit margins. The news is based on publicly available information, including securities reports, and no formal announcement regarding the terms or timing of a transfer has been confirmed at this time.
These comments indicate Fujitsu's direction for strategic capital allocation alongside strong customer IT investment. Fujitsu CFO Isobe indicated that the transfer of the general-purpose products business could become a realistic possibility depending on the terms, drawing attention to future developments in financial management and shareholder returns.