• Solid results, now on the offensive – FY12/25 results were a positive surprise, demonstrating a strong rebound in profitability YoY, and cementing Sodick as a second-order beneficiary of AI-driven data center infrastructure growth. The company announced a new Medium-Term Management Plan spanning FY12/26 to FY12/29, with emphasis on raising corporate value and shareholder returns. This new plan clearly illustrates growth-oriented capital deployment, with explicit financial targets such as 10% OPM and an 8% ROE by FY12/29, reflecting a positive shift towards a proactive growth strategy and entering a value-creation phase. By providing investors with tangible financial anchors, we believe this will lead to both valuation re-ratings and potential upside with execution.
