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IBIDEN, 48% Increase in Ordinary Profit, Record High for The First Time in Four Years, Increased Previous Year's Dividend by 5 Yen, This Fiscal Year to Increase Dividend
4062 IBIDEN CO.,LTD. 【J-GAAP】
Earnings ReportIBIDEN CO.,LTD. <4062> [TSE Prime] announced its financial results after the market closed on May 11th (15:40). The consolidated ordinary profit for the fiscal year ended March 2026 increased by 27.0% from the previous period to 60.8 billion yen. For the fiscal year ending March 2027, the consolidated ordinary profit is expected to expand to 48.0% to 90.0 billion yenExpected to reach record high profits for the first time in four years.
At the same time, the company increased the annual dividend for the previous term from 40 yen to 45 yen (compared to 40 yen before the 2-for-1 forward stock split in the previous term), and the annual dividend for this fiscal year is 35 yen, taking into account the previous year's forward stock split, this dividend represents an actual increase of 16.7%.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary profit increased 43.4% from the same period last year, reaching 17.1 billion yen. The operating profit margin rose from 12.9% in the same period last year to 14.9%.
Kabutan News
Actual Results
| 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 | 416,201 | 62,027 | 60,822 | 63,713 | 228.2 | 30 | May 11, 2026 | J-GAAP |
| YoY | +12.7% | +30.3% | +27.0% | +89.0% | +89.1% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Guidance | 420,000 | 61,000 | 57,000 | 37,000 | 132.5 | 25 | Oct 30, 2025 | J-GAAP |
| Mar, 2026 Results | 416,201 | 62,027 | 60,822 | 63,713 | 228.2 | 30 | May 11, 2026 | J-GAAP |
| Revision Rate | -0.9% | +1.7% | +6.7% | +72.2% | +72.2% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 195,485 | 32,573 | 32,305 | 22,069 | 79.0 | 15 | Oct 30, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 230,000 | 38,000 | 37,500 | 23,000 | 82.4 | 15 | May 11, 2026 | J-GAAP |
| YoY | +17.7% | +16.7% | +16.1% | +4.2% | +4.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 369,436 | 47,621 | 47,890 | 33,704 | 120.7 | 20 | May 8, 2025 | J-GAAP |
| Mar, 2026 | 416,201 | 62,027 | 60,822 | 63,713 | 228.2 | 30 | May 11, 2026 | J-GAAP |
| Mar, 2027 Guidance | 500,000 | 90,000 | 90,000 | 58,000 | 207.7 | 35 | May 11, 2026 | J-GAAP |
| YoY | +20.1% | +45.1% | +48.0% | -9.0% | -9.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Jan - Mar, 2026 | 117,580 | 17,500 | 17,189 | 32,713 | 117.2 | 14.9 | May 11, 2026 | J-GAAP |
| YoY | +18.6% | +37.1% | +43.4% | +267.4% | +267.5% |
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