IBIDEN, The Current Fiscal Year Net Income Revised Upward by 4%

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Tue Feb 4, 2025 3:40 pm JST Earnings

4062 IBIDEN CO.,LTD. 【J-GAAP】

Earnings Report

IBIDEN CO.,LTD. <4062> [TSE Prime] announced its financial results after the market closed on February 4th (15:40). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2025 (April to December) decreased 9.5% from the same period last year to 24.8 billion yen.

However, the full-year consolidated net income has been revised upward 4.2%, from the previous forecast of 24 billion yen to 25 billion yen (compared to 31.4 billion yen in the previous period), and the declining rate is expected to decrease from 23.8% to 20.6%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (2H) has been revised upward 28.8%, from the previous forecast of 3.47 billion yen to 4.47 billion yen (compared to 13.5 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 74.5% to 67.1%.

In the most recent three-month period, from October to December (3Q), the consolidated net income significantly dropped to 4.27 billion yen, a 55.0% decrease compared to the same period last year. The operating profit margin significantly dropped from 13.9% in the same period last year to 7.1%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	316,681	61,175	64,959	44,055	315.5	85.3	Feb 2, 2023	J-GAAP
Apr - Dec, 2023	280,167	36,947	40,407	27,395	196.1	79.0	Feb 1, 2024	J-GAAP
Apr - Dec, 2024	270,337	34,857	35,907	24,801	177.6	89.8	Feb 4, 2025	J-GAAP
YoY	-3.5%	-5.7%	-11.1%	-9.5%	-9.5%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	188,415	11,488	10,469	3,473	24.9	20	Oct 31, 2024	J-GAAP
Oct - Mar, 2024 New	188,415	11,488	10,469	4,473	32.0	20	Feb 4, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+28.8%	+28.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	370,000	40,000	40,000	24,000	171.9	40	Oct 31, 2024	J-GAAP
Mar, 2025 New	370,000	40,000	40,000	25,000	179.1	40	Feb 4, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+4.2%	+4.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	182,871	23,496	24,316	13,598	97.4	20	May 1, 2024	J-GAAP
Oct - Mar, 2024 Guidance	188,415	11,488	10,469	4,473	32.0	20	Feb 4, 2025	J-GAAP
YoY	+3.0%	-51.1%	-56.9%	-67.1%	-67.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	417,549	72,362	76,176	52,187	373.7	50	May 1, 2023	J-GAAP
Mar, 2024	370,511	47,568	51,140	31,490	225.4	40	May 1, 2024	J-GAAP
Mar, 2025 Guidance	370,000	40,000	40,000	25,000	179.1	40	Feb 4, 2025	J-GAAP
YoY	-0.1%	-15.9%	-21.8%	-20.6%	-20.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	92,527	12,875	13,583	9,503	68.0	13.9	Feb 1, 2024	J-GAAP
Jan - Mar, 2024	90,344	10,621	10,733	4,095	29.3	11.8	May 1, 2024	J-GAAP
Apr - Jun, 2024	88,220	11,295	12,868	8,816	63.1	12.8	Aug 2, 2024	J-GAAP
Jul - Sep, 2024	93,365	17,217	16,663	11,711	83.8	18.4	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	88,752	6,345	6,376	4,274	30.6	7.1	Feb 4, 2025	J-GAAP
YoY	-4.1%	-50.7%	-53.1%	-55.0%	-55.0%