Update shared on 09 Nov 2025
Fair value Decreased 3.10%Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.
What's in the News
- ROHM held a board meeting to approve interim dividends for shareholders and to review the forecast for the year-end dividend. (Board Meeting, Nov 6, 2025)
- The company introduced a Schottky barrier diode (RBE01VYM6AFH) that achieves both low forward voltage and low reverse current, targeting high reliability protection in automotive and IoT applications. (Product Announcement)
- ROHM announced the development of high-side smart switches with precise current sensing and improved reliability, supporting automotive electrification and advanced safety features. (Product Announcement)
- A reorganization of its Shiga Plant and four domestic manufacturing companies into two dedicated manufacturing entities was considered to enhance productivity. (Board Meeting, Oct 10, 2025)
- ROHM and Schaeffler began mass production of a high-voltage inverter brick featuring ROHM's SiC MOSFETs for use by a major Chinese automaker. (Strategic Alliance)
Valuation Changes
- Consensus Analyst Price Target has decreased from ¥2,275 to approximately ¥2,204, reflecting a modest reduction in fair value estimate.
- Discount Rate has risen slightly, increasing from 10.35% to 11.07%. This indicates a higher required return for investors.
- Revenue Growth expectations have fallen from 6.92% to 5.56%, suggesting more subdued sales projections.
- Net Profit Margin forecast has improved significantly, up from 9.97% to 16.85%.
- Future P/E ratio estimate has declined markedly, dropping from 21.63x to 12.77x. This points to a lower valuation on projected earnings.
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