Komori
Revision of earnings forecasts4062IBIDEN CO.,LTD.Electrical Equipment and Precision Instruments

Financial Results Summary for the Fiscal Year Ending March 2026 [Japanese GAAP] (Consolidated)

The company announced its consolidated results for the fiscal year ended March 2026 and newly presented earnings forecasts for the first six months and full year of the fiscal year ending March 2027. For the fiscal year ending March 2027, net sales, operating profit and ordinary profit are expected to increase, while net income attributable to owners of the parent is expected to decrease.

Worth reading
83Important
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
20.1
% (year-on-year change in full-year net sales for the fiscal year ending March 2027)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Six months and full year
Net Sales—→—million
—
Operating profit—→—million
—
Ordinary income—→—million
—
Profit attributable to owners of the parent—→—million
—
Net income per share—→—yen and sen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Details and amount of extraordinary loss

Impairment losses of ¥16,405 million and provision for dismantling and removal costs of ¥1,558 million, among other items. Total extraordinary losses were ¥29,011 million. Impairment losses comprised ¥10,630 million for Ibiden Philippines, Inc. in the Electronics segment, ¥3,242 million in Electronics idle assets, ¥2,024 million in Ceramics idle assets and ¥507 million in other assets.

Previous-period resultsNet sales: ¥416,201 million; operating profit: ¥62,027 million; ordinary profit: ¥60,822 million; net income attributable to owners of the parent: ¥63,713 million; basic earnings per share: ¥228.16 (fiscal year ended March 2026)
Dividend forecast revisionThe year-end dividend for the fiscal year ended March 2026 was changed from ¥10 to ¥15, an increase. The forecast for the fiscal year ending March 2027 is an interim dividend of ¥15, a year-end dividend of ¥20 and an annual dividend of ¥35.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → Cumulative second-quarter results 230,000 / Full year 500,000(Cumulative second-quarter results 17.7% (year on year) / Full year 20.1% (year on year))
Operating profitNot disclosed → Cumulative second-quarter results 38,000 / Full year 90,000(Cumulative second-quarter results 16.7% (year on year) / Full year 45.1% (year on year))
Ordinary incomeNot disclosed → Cumulative second-quarter results 37,500 / Full year 90,000(Cumulative second-quarter results 16.1% (year on year) / Full year 48.0% (year on year))
Profit attributable to owners of the parentNot disclosed → Cumulative second-quarter results 23,000 / Full year 58,000(Cumulative second-quarter results 4.2% (year on year) / Full year -9.0% (year on year))
Net income per shareNot disclosed → Cumulative second-quarter results 82.36 / Full year 207.70
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSix months and full year
Previous-period resultsNet sales: ¥416,201 million; operating profit: ¥62,027 million; ordinary profit: ¥60,822 million; net income attributable to owners of the parent: ¥63,713 million; basic earnings per share: ¥228.16 (fiscal year ended March 2026)
Details and amount of extraordinary lossImpairment losses of ¥16,405 million and provision for dismantling and removal costs of ¥1,558 million, among other items. Total extraordinary losses were ¥29,011 million. Impairment losses comprised ¥10,630 million for Ibiden Philippines, Inc. in the Electronics segment, ¥3,242 million in Electronics idle assets, ¥2,024 million in Ceramics idle assets and ¥507 million in other assets.
Dividend forecast revisionThe year-end dividend for the fiscal year ended March 2026 was changed from ¥10 to ¥15, an increase. The forecast for the fiscal year ending March 2027 is an interim dividend of ¥15, a year-end dividend of ¥20 and an annual dividend of ¥35.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Publication date of previous forecastReason for the revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

In the fiscal year ended March 2026, the Electronics segment grew on orders for servers used in generative AI and a recovery in demand for general-purpose servers, as well as manufacturing cost reduction initiatives at the Philippines plant. Meanwhile, slowing demand for automotive exhaust-system components and EV-related products reduced net sales and profit in the Ceramics segment. For the fiscal year ending March 2027, the company expects demand in the AI field and for high-performance IC package substrates to grow, and plans to invest approximately ¥500 billion in total in the Electronics segment over three years. No specific reason has been provided for the projected year-on-year decline in net income attributable to owners of the parent.

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Financial Results Summary for the Fiscal Year Ending March 2026 [Japanese GAAP] (Consolidated) | IBIDEN CO.,LTD. (4062) timely disclosure | Komori