Ibiden Co.,Ltd.
Notice of Revision to Full-Year Consolidated Earnings Forecast and Distribution of Surplus (Interim Dividend: Increase)
Revised upward the full-year consolidated earnings forecast for the fiscal year ending March 2027. Net sales: 565,000 hundred million yen, Operating income: 133,000 hundred million yen, Ordinary income: 134,500 hundred million yen, Net income attributable to owners of parent: 89,000 hundred million yen. Positive currency factors and increased demand related to generative AI. Interim dividend set at 10 yen; total dividends expected to be 5,665 million yen, executing a dividend increase in line with payout policy.
Key Figures
- Net sales: 565,000 hundred million yen (Previous forecast: 550,000 hundred million yen)
- Operating income: 133,000 hundred million yen (Previous forecast: 127,000 hundred million yen)
- Net income attributable to owners of parent: 89,000 hundred million yen (Previous forecast: 84,000 hundred million yen)
AI要約
Revision to Earnings Forecast
Ibiden Co.,Ltd. has revised the full-year consolidated earnings forecast announced on August 4, 2026, and now expects for the fiscal year ending March 2027: Net sales of 565,000 hundred million yen, Operating income of 133,000 hundred million yen, Ordinary income of 134,500 hundred million yen, and Net income attributable to owners of parent of 89,000 hundred million yen, exceeding both the prior-year results and the previous forecast. A weaker yen and increased demand for high value-added products for generative AI servers, along with improved product mix, contributed to the upward revision. The company implemented the upward revision assuming continued solid demand for AI and general-purpose servers and expanding demand for switch ICs.
Shareholder Returns and Dividends
An interim dividend of 10 yen has been decided, and total dividends are expected to be 5,665 million yen. The dividend payout ratio is based on 20%, and the company aims for progressive dividends while balancing growth investments and financial discipline. Record date is September 30, and the effective date is November 25, 2026. The figures are presented taking into account the post-stock-split per-share dividend.
Ibiden Co.,Ltd.
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