Update shared on 22 Dec 2025
Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.
What's in the News
- Launched two new brushed DC motor driver ICs, BD60210FV and BD64950EFJ, targeting energy efficient home appliances and compact industrial equipment. These devices feature ultra low standby current and versatile packaging for design reuse (Key Developments).
- Began mass production of the SCT40xxDLL series of SiC MOSFETs in compact TOLL packages. This series is designed to improve thermal performance and power density for AI servers, ESS, and slim industrial power supplies (Key Developments).
- Released the RPR 0730 compact analog optical sensor capable of detecting fast moving, fine objects for printers and conveyor systems. The sensor is intended to support higher speed and precision in industrial automation (Key Developments).
- Developed the RS7P200BM 100V power MOSFET optimized for 48V hot swap circuits in AI servers. It combines low on resistance with a wide safe operating area to support efficiency and reliability (Key Developments).
- Revised fiscal year 2026 guidance upward, projecting higher net sales and profit despite macroeconomic and input cost headwinds. The revision is described as being supported by strong first half performance (Key Developments).
Valuation Changes
- Fair value estimate remains unchanged at ¥2,204.55 per share, indicating that modest fundamental improvements are viewed as broadly offsetting a higher required return.
- The discount rate has risen slightly from 10.83 percent to 10.98 percent, reflecting a marginally higher perceived risk or cost of capital.
- Revenue growth has edged up from 7.03 percent to 7.10 percent annually, signaling slightly stronger long term top line expectations.
- The net profit margin has increased modestly from 8.95 percent to 8.99 percent, pointing to a small improvement in expected profitability.
- The future P/E multiple has eased slightly from 22.92x to 22.85x, suggesting a marginally more conservative valuation multiple despite stable fair value.
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