IBIDEN CO.,LTD. reported its first-half results, with revenue of ¥263 billion exceeding the market forecast while EPS of ¥36.56 fell short of expectations. After the results announcement, analysts revised upward their forecasts for 2027 revenue and profit.
IBIDEN CO.,LTD. reported first-half results, with revenue of ¥263 billion, approximately 3.1% above the market forecast. Statutory EPS was ¥36.56, approximately 8.5% below analysts' forecast. The post-results analysis compiles consensus forecasts to assess next year's outlook.
Following the results, the 18 analysts covering IBIDEN CO.,LTD. revised their 2027 forecasts upward to revenue of ¥556 billion and EPS of ¥161. The previous forecasts were revenue of ¥552 billion and EPS of ¥160, with both described as unchanged while representing upward revisions. Many analysts believe there has been no significant change in market conditions or earnings.
The analysts' price target of ¥12,494 was reaffirmed. The most optimistic valuation was ¥15,000 and the most conservative was ¥5,250, representing a wide range. The growth outlook calls for revenue growth of 32% annually through the end of 2027, above the outlook for peer companies.
The analysis suggests that the long-term growth trajectory should be given priority, and forecast data through 2029 has also been published. Risk warnings are presented as well, with emphasis on the view that readers should make their own investment decisions.