Ibiden Co.,Ltd.
Notice Regarding Revision of Earnings Guidance
The consolidated earnings forecasts for the second quarter (interim) and full year of the fiscal year ending March 2027 have been raised. Revenue is forecast to be 253,500 hundred million yen for the interim period, up from 230,000 hundred million yen; operating income is 54,500 hundred million yen up from 38,000 hundred million yen; ordinary income is 54,000 hundred million yen up from 37,500 hundred million yen; net income attributable to owners of the parent is 34,000 hundred million yen up from 23,000 hundred million yen; net income per share for the interim period is 60.67 yen up from 41.18 yen. For the full year, revenue is 550,000 hundred million yen up from 500,000 hundred million yen; operating income is 127,000 hundred million yen up from 90,000 hundred million yen; ordinary income is also up from 90,000 hundred million yen; net income attributable to owners of the parent is 84,000 hundred million yen up from 58,000 hundred million yen; net income per share is 149.68 yen up from 103.85 yen. The upward revision is attributed to steady demand for high-value-added electronic products, favorable foreign exchange effects from a weaker yen, stable mass production, increased sales volumes, and high selling prices for high-value-added products. Information on a stock split is also included.
Key Figures
- Revenue: Interim 253,500百万円 / Full year 550,000百万円
- Operating income: Interim 54,500百万円 / Full year 127,000百万円
- Net income attributable to owners of the parent: Full year 84,000百万円
AI要約
Overview of the earnings guidance revision
Today, we have raised our consolidated earnings forecast for the second quarter (interim) and full year of the fiscal year ending March 2027. Both revenue and profit items are expected to exceed the previous forecast, with substantial upward revisions to operating income, ordinary income, and net income. The primary drivers are increased demand for high-value-added products in the electronics business, the favorable impact of a weaker yen, stabilization of mass production, higher sales volumes, and high selling prices for high-value-added products. Information on a stock split is also disclosed.
Outlook and impact on shareholder returns
With sustained demand for AI servers and general servers and expanding demand for switch ICs, profits are expected to rise. The company anticipates maintaining high operating rates and further growth for the full year. In addition, notes regarding the stock split are disclosed, indicating flexibility in capital structure while continuing growth investments.
Revenue Trend
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Forecast vs. Actual
Ibiden Co., Ltd.
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