IBIDEN projects 45% operating profit increase for fiscal year, driven by strong demand for high-performance IC package substrates for AI

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Mon May 11, 2026 4:34 pm JST Catalyst

IBIDEN CO.,LTD. <4062> disclosed its earnings forecast for the fiscal year ending March 2027 after the close of trading on the 11th, alongside the announcement of its consolidated financial results for the fiscal year ended March 2026. The company expects revenue of 500 billion yen for the current fiscal year, up 20.1% year-on-year, operating profit of 90 billion yen, up 45.1%, and net profit of 58 billion yen, down 9.0%. Additionally, the company increased its year-end dividend for the previous fiscal year by 5 yen from the initial forecast and projected an annual dividend of 35 yen for the current fiscal year (compared to 30 yen for the previous fiscal year on a post-stock split basis).

The company anticipates overall growth in high-performance IC package substrates amid continued strong demand from servers for generative AI. For the fiscal year ended March 2026, revenue was 416.21 billion yen, up 12.7% year-on-year, and net profit was 63.713 billion yen, up 89.0%. The company participated in a tender offer (TOB) for shares of TOYOTA INDUSTRIES CORPORATION <6201> it held, resulting in extraordinary gains. This offset impairment losses related to idle assets and fixed assets of IBIDEN Philippines, leading to a significant increase in net profit.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.