IT Services: 55%
Technology products and solutions: 30%
Other services: 15%

Top 3 markets:
Japan: 40%
North America: 25%
Europe: 20%

Fujitsu Limited generates the majority of its revenue from IT services, which account for more than half of the total revenue. This includes services such as system integration, cloud services, and IT consulting. Technology products and solutions, including hardware and software, also contribute significantly to the revenue.

The Japanese market remains the largest single market for Fujitsu, accounting for 40% of the revenue, attributed to the strong presence and brand trust in the home country. North America and Europe are also significant markets, together accounting for 45% of the revenue. These regions benefit from the demand for advanced IT solutions and digital transformation projects.

Production Sites: Japan, Vietnam, China, Germany, USA

Fujitsu Limited has strategically distributed its production facilities worldwide to efficiently meet demand and leverage logistical advantages. The main production sites are located in Japan, where the company is headquartered and develops a large part of its technological innovations.

In Vietnam and China, Fujitsu operates factories specializing in the production of electronic components. These locations are crucial for cost-effective production and proximity to key Asian markets.

In Germany and the USA, Fujitsu also maintains production facilities focusing on manufacturing IT infrastructure and solutions. These sites enable the company to efficiently serve the European and North American markets while benefiting from proximity to key customers and partners.

Revenue Growth: Estimated at 5-7% annually (until 2025)

Fujitsu Limited pursues a strategy that heavily focuses on digital transformation and sustainable technologies. The company invests significantly in research and development, especially in the areas of Artificial Intelligence, Cloud Computing, and Internet of Things (IoT).

Another key focus is on expanding into international markets, particularly in Asia and Europe, to strengthen its global presence. Fujitsu also plans to broaden its portfolio and explore new business fields through strategic partnerships and acquisitions.

In addition, Fujitsu places great importance on sustainability and has set ambitious goals to reduce CO2 emissions in order to remain environmentally and economically sustainable in the future.

Main raw materials: Rare earths, semiconductors, copper

Countries of origin:

• Rare earths: China
• Semiconductors: Taiwan, South Korea
• Copper: Chile, Peru

Fujitsu Limited, as a leading technology company, imports a variety of raw materials that are essential for the production of their products. The rare earths needed for the production of electronic components mainly come from China, which is the world's largest producer of these materials.

Semiconductors, crucial for the manufacturing of computers and other electronic devices, are mainly imported from Taiwan and South Korea. These countries are known for their advanced semiconductor industry.

Copper, widely used in electronics production, is primarily sourced from Chile and Peru. Both countries are among the world's largest copper producers and are important suppliers to the global technology industry.

Market share in IT services: 3.5% (2024, estimate)
Research & Development (R&D) expenses: 5.2% of revenue (2024)
Patents: Over 100,000 worldwide (2023)

Fujitsu Limited has a solid competitive advantage, especially in the areas of IT services and technology development. The 3.5% market share in the global IT services sector indicates that the company plays a significant role, even though it operates in a highly fragmented market.

The continuous investments in research and development, accounting for 5.2% of revenue, underscore Fujitsu's commitment to innovation. This enables the company to develop new technologies and enhance existing products, contributing to a stronger market position.

Furthermore, the extensive patent portfolio of over 100,000 patents worldwide strengthens Fujitsu's position by creating technological barriers for competitors and protecting its own innovative strength. Together, these factors give Fujitsu a sustainable competitive advantage in the technology industry.

Institutional investor share: approx. 55% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last year (estimated)

The institutional investor share in Fujitsu Limited traditionally exceeds 50%, indicating the confidence of large investors in the company's stability and growth potential. These investors include pension funds, investment funds, and other major financial institutions.

In 2025, there were no significant insider transactions that could indicate a change in management's confidence in the company's future development. This suggests that the management is satisfied with the current corporate strategy and does not expect any short-term changes.

Market share of Fujitsu Limited: 3.5% (estimated for 2025)

Top competitors and their market shares:

1. IBM: 8.2%
2. Accenture: 7.5%
3. Hewlett Packard Enterprise (HPE): 6.9%
4. Dell Technologies: 5.8%
5. Cisco Systems: 5.2%
6. Oracle: 4.9%
7. SAP: 4.3%
8. Fujitsu Limited: 3.5%
9. Capgemini: 3.2%
10. Tata Consultancy Services (TCS): 2.9%

Moat of Fujitsu:

Fujitsu Limited has a moderate moat, mainly characterized by its strong presence in the Asian market and its long-standing experience in the IT services industry. The company has made a name for itself through continuous innovations and a wide range of IT solutions.

Compared to its competitors such as IBM and Accenture, which have a stronger global influence and a broader service portfolio, Fujitsu's moat is less pronounced. These companies have a significant advantage due to their size, extensive networks, and ability to offer comprehensive end-to-end solutions.

Fujitsu could strengthen its moat by further expanding its innovation capabilities and enhancing its market presence outside of Asia. Competition remains intense, and the ability to adapt to rapidly changing market conditions will be crucial for long-term success.

Revenue growth: 4.5% (2024) Profit growth: 6.2% (2024) Research & Development (R&D) expenses: 5.8% of revenue (2024)

Fujitsu Limited recorded a revenue growth of 4.5% in 2024, indicating solid demand for IT services and technological solutions. The profit growth of 6.2% shows that the company is able to increase its profitability, possibly through efficiency improvements and cost reductions.

The company continues to invest heavily in research and development, accounting for 5.8% of revenue. These investments are an indicator that Fujitsu is committed to maintaining its technological leadership position and developing innovative products and services.

Overall, Fujitsu's financial performance and strategic direction suggest that the company is well positioned to benefit from future market opportunities. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend yield: 2.5% (2025, estimated)
Dividend history: Stable payout in the last 5 years

Fujitsu Limited has paid a constant dividend in recent years, indicating a reliable payout policy. The dividend yield is estimated to be around 2.5% for the year 2025, based on the latest available data and the company's dividend history.

The company has proven to be stable in the past regarding dividend payments, and it is expected to continue this practice unless significant economic changes occur. Analysts view Fujitsu as a company with a solid financial foundation, which supports the reliability of dividend payments.