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IBIDEN, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 22%, Oct-Dec Ordinary Profit Increases by 78%
4062 IBIDEN CO.,LTD. 【J-GAAP】
Earnings ReportIBIDEN CO.,LTD. <4062> [TSE Prime] announced its financial results after the market closed on February 3rd (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 21.5% from the same period last year, reaching 43.6 billion yen. Progress toward the full-year plan of 57.0 billion yen was 76.5%, almost the same as the five-year average of 77.5%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to grow 11.5% from the same period last year, reaching 13.3 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 77.7% from the same period last year, reaching 11.3 billion yen. The operating profit margin significantly improved from 7.1% in the same period last year to 11.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 280,167 | 36,947 | 40,407 | 27,395 | 98.1 | 79.0 | Feb 1, 2024 | J-GAAP |
| Apr - Dec, 2024 | 270,337 | 34,857 | 35,907 | 24,801 | 88.8 | 75.0 | Feb 4, 2025 | J-GAAP |
| Apr - Dec, 2025 | 298,621 | 44,527 | 43,633 | 31,000 | 111.0 | 76.5 | Feb 3, 2026 | J-GAAP |
| YoY | +10.5% | +27.7% | +21.5% | +25.0% | +25.1% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 187,851 | 19,109 | 18,359 | 13,177 | 47.2 | 10 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 224,515 | 28,427 | 24,695 | 14,931 | 53.5 | 10 | Oct 30, 2025 | J-GAAP |
| YoY | +19.5% | +48.8% | +34.5% | +13.3% | +13.4% |
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 | 112.7 | 20 | May 1, 2024 | J-GAAP |
| Mar, 2025 | 369,436 | 47,621 | 47,890 | 33,704 | 120.7 | 20 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 420,000 | 61,000 | 57,000 | 37,000 | 132.5 | 25 | Oct 30, 2025 | J-GAAP |
| YoY | +13.7% | +28.1% | +19.0% | +9.8% | +9.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 88,752 | 6,345 | 6,376 | 4,274 | 15.3 | 7.1 | Feb 4, 2025 | J-GAAP |
| Jan - Mar, 2025 | 99,099 | 12,764 | 11,983 | 8,903 | 31.9 | 12.9 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 97,464 | 17,636 | 17,407 | 12,728 | 45.6 | 18.1 | Aug 1, 2025 | J-GAAP |
| Jul - Sep, 2025 | 98,021 | 14,937 | 14,898 | 9,341 | 33.5 | 15.2 | Oct 30, 2025 | J-GAAP |
| Oct - Dec, 2025 | 103,136 | 11,954 | 11,328 | 8,931 | 32.0 | 11.6 | Feb 3, 2026 | J-GAAP |
| YoY | +16.2% | +88.4% | +77.7% | +109.0% | +109.1% |
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