Furukawa Electric (5801): Briefing: New management policy to lift investment in data center-related business

Research evidence excerpt

Furukawa Electric (5801): Briefing: New management policy to lift investment in data center-related business

Furukawa Electric (5801): Mid-term

management plan briefing (19 May, 13:00)

Introduction

In the FY2025 mid-term management plan, all targeted financial metrics were achieved.

While the company maintained its policy during the period, significant delays in progress

occurred, leading to substantial changes in specific measures and initiatives. Even if a

traditional five-year plan were formulated, it would not necessarily unfold as planned.

Therefore, Vision 2030 is presented this time as a directional framework. Each year,

while maintaining the overall direction, target levels and specific measures will be

revised as necessary. The company aims to achieve Vision 2030 by committing to the

annual plans and forecasts announced at the time of fiscal year-end results and

delivering those outcomes.

Review of the FY2025 mid-term management plan

All targets were achieved except for the employee engagement score and the ratio of

women in management positions.

Management policy toward achieving Vision 2030

Starting from its corporate purpose, the company has identified six key management

issues, which it will address and improve, thereby contributing to medium- to long-term

enhancement of corporate value.

Six key issues

• Creation of information-based social infrastructure

• Challenges in new businesses contributing to solving social issues

• Optimization of the business and product portfolio

• Improvement of labor productivity

• Maximization of the value of human capital

• Enhancement of governance and risk resilience

Overall view of the medium- to long-term scenario

• 2026–2030: Expansion of large-capacity data centers and deployment of energy-