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

Notice Regarding Revisions to the Earnings Forecast

The consolidated earnings forecasts for the interim period and full fiscal year ending March 2027 have been revised upward. For the full year, net sales have been raised from ¥500,000 million to ¥550,000 million, and operating income from ¥90,000 million to ¥127,000 million.

Worth reading
69In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
44.8
% (change from the full-year forecast for net income attributable to owners of the parent)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 11 May 2026
Net SalesInterim period230,000→253,500million
+10.2%
Net SalesFull year500,000→550,000million
+10.0%
Operating profitInterim period38,000→54,500million
+43.4%
Operating profitFull year90,000→127,000million
+41.1%
Ordinary incomeInterim period37,500→54,000million
+44.0%
Ordinary incomeFull year90,000→127,000million
+41.1%
Profit attributable to owners of the parentInterim period23,000→34,000million
+47.8%
Profit attributable to owners of the parentFull year58,000→84,000million
+44.8%
Net income per shareInterim period41.18→60.67yen and sen
+47.3%
Net income per shareFull year103.85→149.68yen and sen
+44.1%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

In the Electronics business, demand for IC package substrates significantly exceeded initial expectations, the yen remained weak, and demand for products for AI servers and general-purpose servers, sales volumes, and selling prices for high-value-added products exceeded expectations. Stable production at the Ohno plant and effective utilization of existing production capacity also contributed.

Previous-period resultsInterim period Net Sales 195,485 / Operating profit 32,573 / Ordinary income 32,305 / Interim net income attributable to owners of the parent 22,069 / Interim net income per share 39.52 / Full year Net Sales 416,201 / Operating profit 62,027 / Ordinary income 60,822 / Profit attributable to owners of the parent 63,713 / Net income per share 114.08
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesInterim period 230,000 / Full year 500,000 → Interim period 253,500 / Full year 550,000(Interim period 10.2% / Full year 10.0%)
Operating profitInterim period 38,000 / Full year 90,000 → Interim period 54,500 / Full year 127,000(Interim period 43.4% / Full year 41.1%)
Ordinary incomeInterim period 37,500 / Full year 90,000 → Interim period 54,000 / Full year 127,000(Interim period 44.0% / Full year 41.1%)
Profit attributable to owners of the parentInterim period 23,000 / Full year 58,000 → Interim period 34,000 / Full year 84,000(Interim period 47.8% / Full year 44.8%)
Net income per shareInterim period 41.18 / Full year 103.85 → Interim period 60.67 / Full year 149.68
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSecond quarter (interim period) and full year
Publication date of previous forecast11 May 2026
Previous-period resultsInterim period Net Sales 195,485 / Operating profit 32,573 / Ordinary income 32,305 / Interim net income attributable to owners of the parent 22,069 / Interim net income per share 39.52 / Full year Net Sales 416,201 / Operating profit 62,027 / Ordinary income 60,822 / Profit attributable to owners of the parent 63,713 / Net income per share 114.08
Reason for the revisionIn the Electronics business, demand for IC package substrates significantly exceeded initial expectations, the yen remained weak, and demand for products for AI servers and general-purpose servers, sales volumes, and selling prices for high-value-added products exceeded expectations. Stable production at the Ohno plant and effective utilization of existing production capacity also contributed.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast 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.

Demand for IC package substrates in the Electronics business significantly exceeded initial expectations, while the yen remained weak. Demand for products for AI servers and general-purpose servers, sales volumes, and selling prices for high-value-added products also exceeded expectations. Stable production at the Ohno plant and effective utilization of existing production capacity also contributed.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Revisions to the Earnings Forecast | IBIDEN CO.,LTD. (4062) timely disclosure | Komori