Added to YB: 2026-01-28
Pitch date: 2026-01-27
6702.T [bullish]
Fujitsu Limited
-18.46%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Fujitsu Limited provides digital services in Japan, Europe, the Americas, the Asia Pacific, East Asia, and internationally.
Market Cap
JPY 5.6T
Pitch Price
JPY 4.0K
Price Target
5.0K (+50%)
Dividend
1.70%
EV/EBITDA
9.83
P/E
N/A
EV/Sales
N/A
Sector
IT Services
Category
growth
Bonus Idea: Fujitsu (6702 JP)
6702.T: Japan's #1 IT services provider (~20% mkt share, ¥1.4T rev +7.5% YoY). Uvance shift from custom to standardized products driving margin expansion: adj op margin projected 8.2% FY22→18.8% FY27. AI integration adding 1-2pp gross margin lift. JPM PT ¥5,000 (31.3x FY26 EPS ¥159.6). Risks: UK litigation overhang, execution delays on Uvance rollout.
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