Musashi is positioned across multiple growth pillars: a narrower yet resilient ICE segment, an expanding EV footprint, and an emerging Data Center opportunity.

 

While this report focuses on HSC/the Data Center growth trajectory, it’s important to highlight that the company maintains a sustainable edge in its core auto parts business. Differentiation factors such as proprietary technology, operational efficiency, and strategic customer relationships provide a buffer against challenges, including product mix shifts, cost inflation, and foreign exchange volatility.

 

The HSC mass-production effect (more later) is expected to accelerate growth in FY 2027. Oracle is actively exploring the adoption of Musashi Seimitsu’s Hybrid Supercapacitor (HSC) technology to support its next-generation AI cloud infrastructure. With a high of ¥4,355 in Dec 2024 (driven by excitement around data centers), the stock (currently at Y3,340) may be entering a phase where real earnings may justify a fresh climb.

 

While awaiting the realization of HSC opportunities, Musashi’s automotive segments continue to provide a solid foundation for MARGIN growth.

If you’re interested in learning more about Musashi and its growth potential, I’d like to invite you to experience my service—completely free of charge. I am confident that once you discover the value, convenience, and quality I offer, you’ll be glad you gave me a try!