Update shared on 24 Nov 2025
Fair value Increased 0.82%Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.
What's in the News
- ROHM raised its earnings guidance for the fiscal year ending March 31, 2026, boosting net sales, operating profit, and profit attributable to owners of the parent. This comes amid a gradually improving global economy and strong first-half sales. (Board Meeting, Corporate Guidance)
- Launched the BD67871MWV-Z, a three-phase brushless DC motor gate driver featuring original TriC3 gate drive technology, which reduces FET switching loss and EMI for medium voltage systems in industrial and consumer applications. (Product Related Announcements)
- Developed a high-precision, low-resistance smart switch series for automotive applications, enhancing reliability and safety in zonal controllers and body control systems. (Product Related Announcements)
- Introduced a compact Schottky barrier diode (SBD) that overcomes traditional VF/IR trade-offs, offering improved protection and reliability for high-resolution image sensor devices such as ADAS cameras. (Product Related Announcements)
- The Board of Directors approved an interim dividend and is considering the forecast for the year-end dividend to provide stable shareholder returns. (Board Meeting)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥2,204.55 to ¥2,222.73.
- Discount Rate has decreased marginally from 11.07% to 11.06%.
- Revenue Growth assumptions have increased from 5.56% to 6.99%.
- Net Profit Margin has fallen significantly, from 16.85% to 8.96%.
- Future P/E multiple has nearly doubled, increasing from 12.77x to 23.24x.
Disclaimer
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