Fujitsu New Medium- To Long-Term Plan

Fujitsu unveiled a 10-year management plan with ambitious growth targets (>15% EPS CAGR) driven by its Uvance IT services and proprietary MONAKA CPU. Goldman Sachs maintains a Buy rating, noting the strategy's rationality despite limited near-term visibility.

Key Takeaways

• 1.Fujitsu announced a 10-year strategic plan (FY3/27-FY3/36) targeting a 6-9% revenue CAGR and over 15% EPS CAGR.
• 2.The strategy focuses on high-growth IT services (Uvance) and proprietary next-gen hardware (MONAKA CPUs and quantum computing).
• 3.Goldman Sachs maintains a Buy rating, viewing the targets as ambitious but attainable through business model transformation and margin improvement.

Table of Contents

• Earnings targets
• Focus areas
• Service solutions (IT services)
• Shareholder returns
• Investment Thesis - Fujitsu
• Price Target Risks and Methodology - Fujitsu
• Disclosure Appendix

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