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IBIDEN, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 6% Increase

Fri Aug 1, 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 August 1st (15:40). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) expanded 17.4 billion yen, an increase 35.3% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 15.9%, from the previous forecast of 44.0 billion yen to 51.0 billion yen (compared to 47.8 billion yen in the previous period), turning to a 6.5% increase in the consolidated ordinary profit outlook.

At the same time, the April to September period (first half) consolidated ordinary profit has been revised upward 38.9%, from the previous forecast of 18.0 billion yen to 25.0 billion yen (compared to 29.5 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 39.0% to 15.3%.

In the most recent three-month period, from April to June (1Q), the operating profit margin jumped from 12.8% in the same period last year to 18.1%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 94,601 8,181 10,197 7,288 52.2 38.0 Aug 2, 2023 J-GAAP
Apr - Jun, 2024 88,220 11,295 12,868 8,816 63.1 43.6 Aug 2, 2024 J-GAAP
Apr - Jun, 2025 97,464 17,636 17,407 12,728 91.2 69.6 Aug 1, 2025 J-GAAP
YoY +10.5% +56.1% +35.3% +44.4% +44.5%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 185,000 20,000 18,000 10,000 71.6 20 May 8, 2025 J-GAAP
Apr - Sep, 2025 New 190,000 27,000 25,000 16,000 114.6 20 Aug 1, 2025 J-GAAP
Revision Rate +2.7% +35.0% +38.9% +60.0% +60.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 410,000 48,000 44,000 28,000 200.5 － May 8, 2025 J-GAAP
Mar, 2026 New 415,000 55,000 51,000 34,000 243.5 － Aug 1, 2025 J-GAAP
Revision Rate +1.2% +14.6% +15.9% +21.4% +21.4%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 181,585 28,512 29,531 20,527 146.9 20 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 Guidance 190,000 27,000 25,000 16,000 114.6 20 Aug 1, 2025 J-GAAP
YoY +4.6% -5.3% -15.3% -22.1% -22.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 370,511 47,568 51,140 31,490 225.4 40 May 1, 2024 J-GAAP
Mar, 2025 369,436 47,621 47,890 33,704 241.3 40 May 8, 2025 J-GAAP
Mar, 2026 Guidance 415,000 55,000 51,000 34,000 243.5 － Aug 1, 2025 J-GAAP
YoY +12.3% +15.5% +6.5% +0.9% +0.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jan - Mar, 2025 99,099 12,764 11,983 8,903 63.8 12.9 May 8, 2025 J-GAAP
Apr - Jun, 2025 97,464 17,636 17,407 12,728 91.2 18.1 Aug 1, 2025 J-GAAP
YoY +10.5% +56.1% +35.3% +44.4% +44.5%

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