FPT Chairman: AI is rewriting the operating system for all organizations

Hanoi, April 16, 2026 – FPT successfully held its 2026 Annual General Meeting (AGM), approving 10 key agenda items, including the development strategy for 2026–2028, the 2026 business plan, the 2025 cash dividend plan, the 2026 profit distribution plan, and the election of an additional Board member.

AI becomes a core capability in the growth strategy

Speaking at the AGM, FPT Chairman Truong Gia Binh stated that AI transformation is an irreversible trend. “Every organization and every business must become AI-driven to survive and grow. For FPT, 2026 marks a transition into a new phase, moving toward an ‘AI-native’ model over the next 5–10 years, where AI becomes the core operational foundation, while humans remain at the center of creativity.”

He added that, building on its AI foundation, FPT will continue expanding into strategic technology domains such as cybersecurity, UAV, semiconductors, edge AI, and railway technology. At the same time, the Group is making strong investments in education, introducing AI early in training programs to prepare the future workforce.

FPT is reshaping its growth trajectory for 2026–2028, focusing on investing in and mastering core technologies—key factors for maintaining its position on the global technology map and creating a sustainable long-term competitive advantage.

From 2026, the Group aims to transition into a technology innovation enterprise, concentrating on areas such as AI, Quantum AI & Cybersecurity, UAV, railway technology, cybersecurity, and data. These sectors are expected to offer strong growth potential and open new growth spaces for FPT in the next cycle.

In parallel, building a synchronized technology ecosystem alongside a high-quality workforce is considered a “dual lever” enabling FPT to participate more deeply in large-scale technology projects ranging from hundreds of millions to billions of USD. The goal is not only to remain a service provider but to evolve into a high-level strategic partner, accompanying organizations and enterprises in long-term digital and AI transformation programs on a global scale.

Notably, AI is identified as the central pillar throughout the strategy. FPT is taking a deep investment approach to gradually master the entire AI value chain—from models, data, and computing infrastructure to applications and talent. This approach not only enhances profit margins but also strengthens the company’s ability to execute large-scale projects and solidify its market position.

This direction comes as AI enters a phase of explosive growth and becomes a core competitive axis of the global digital economy. According to Gartner, global AI spending reached approximately USD 1.757 trillion in 2025, up more than 50% from 2024, and is projected to reach USD 2.525 trillion in 2026 and USD 3.335 trillion in 2027. At the national level, data also shows AI increasingly becoming a competitive force in the digital era. Countries are investing heavily in building their own computing infrastructure and localized AI models. Vietnam has also identified AI as the most important technology among 11 strategic technology groups under Decision 1131/QĐ-TTg. These trends highlight significant growth opportunities for technology companies like FPT, while also underscoring the need to master AI capabilities to move deeper into the global value chain.

Sustaining double-digit growth in 2026

At the AGM, FPT CEO Nguyen Van Khoa noted that 2026 will remain a challenging year but also a pivotal one, opening a new growth cycle for FPT. “We target revenue growth of 15.8% and profit before tax growth of 15.0%, while maintaining operational flexibility to adapt to unforeseen changes, aiming for stable and sustainable development.”

He emphasized that AI is creating major opportunities, and with a comprehensive foundation in infrastructure, technology, talent, and ecosystem, FPT is ready and steadily transforming these opportunities into tangible results for long-term growth.

In 2025, FPT made significant investments in large-scale AI capabilities to enhance productivity, expand deployment capacity, and address complex problems previously unattainable. Two AI factories in Vietnam and Japan reached approximately 70% capacity, processing over 1.1 trillion tokens and developing dozens of AI models serving global clients. FPT’s AI ecosystem is taking shape, with high-performance computing infrastructure such as FPT.AI, FPT AI Agents, and FleziPT.

The Group also signed its first large-scale end-to-end AI-driven digital transformation contract worth USD 256 million with a leading Asian energy corporation, aimed at driving innovation and optimizing operations. This deal marks a new milestone in FPT’s AI-powered digital transformation capabilities. Revenue from AI/Data services reached VND 2,612 billion, up 40.7% year-on-year.

In education, FPT continues to focus on training talent in strategic technology fields, positioning AI as an essential skill. AI and semiconductor IC design programs are being deployed across both college and university levels, with more than 3,700 students enrolled. AI is being introduced to 100% of students from grade 1 to grade 12, while programs in Automotive, AI Agents, and Cybersecurity are effectively implemented at the International Training Institute.

20% cash dividend approved, payment in Q2/2026

The AGM also approved profit distribution plans for 2025 and 2026, as well as an employee stock ownership plan (ESOP) for 2026–2028.

Accordingly, for 2025, shareholders will receive a cash dividend of 20% (VND 2,000 per share), of which 10% has already been paid in advance in 2025, with the remaining expected to be distributed in Q2/2026. The AGM also approved a share issuance plan to increase charter capital at a ratio of 10:1, meaning shareholders owning 10 shares will receive 1 additional new share. The issuance will be funded from retained earnings.

Strengthening governance for the next growth phase

Another notable highlight of the 2026 AGM was the strengthening of FPT’s governance structure, including the election of a new Board member and amendments to the Company Charter, internal governance regulations, and Board operating rules—demonstrating a proactive effort to upgrade governance frameworks for the next phase of development.

The AGM approved the resignation of Mr. Hiroshi Yokotsuka, Independent Board Member (term 2022–2027), and elected Mr. Toshikazu Nambu, Vice President of Sumitomo Corporation, as a new Board member. Mr. Nambu has led more than 50 successful M&A and investment deals at Sumitomo.

Speaking at the AGM, Mr. Toshikazu Nambu noted that Japan is entering a critical phase with major challenges, particularly a shortage of technology talent, especially in AI. Japan’s strategy is to find partners capable of addressing challenges in talent, deployment, and speed. “FPT possesses exactly what Japan needs: a large pool of young engineers, rapidly advancing technology capabilities in AI and digital transformation, and proven experience delivering for global enterprises.”

He also highlighted that the alignment in investment focus on eight strategic technologies between the two countries opens up significant collaboration opportunities, and expressed his desire to act as a bridge between the two ecosystems to foster technological capabilities, talent development, and long-term value creation in the AI era.