IBIDEN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, The Undecided Dividend Set at 40 Yen

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Thu Oct 30, 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 October 30th (15:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 9.4% from the same period last year, reaching 32.3 billion yen, resulting in an increase in profits compared to the previous forecast of a 15.3% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 11.8%, from the previous forecast of 51.0 billion yen to 57.0 billion yen (compared to 47.8 billion yen in the previous period), increasing the growth rate from 6.5% to 19.0%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 34.5% from the same period last year, reaching 24.6 billion yen.

In light of the strong performance, the company has decided to implement a annual dividend of 40 yen for the current fiscal year, which was previously undecided (compared to 40 yen before the 2-for-1 forward stock split in the previous term).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 14.8 billion yen, a 10.6% decrease compared to the same period last year. The operating profit margin decreased from 18.4% in the same period last year to 15.2%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	187,640	24,072	26,824	17,892	128.1	52.5	Oct 26, 2023	J-GAAP
Apr - Sep, 2024	181,585	28,512	29,531	20,527	146.9	61.7	Oct 31, 2024	J-GAAP
Apr - Sep, 2025	195,485	32,573	32,305	22,069	158.1	56.7	Oct 30, 2025	J-GAAP
YoY	+7.7%	+14.2%	+9.4%	+7.5%	+7.6%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	190,000	27,000	25,000	16,000	114.6	20	Aug 1, 2025	J-GAAP
Apr - Sep, 2025 Results	195,485	32,573	32,305	22,069	158.1	30	Oct 30, 2025	J-GAAP
Revision Rate	+2.9%	+20.6%	+29.2%	+37.9%	+37.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	415,000	55,000	51,000	34,000	243.5	－	Aug 1, 2025	J-GAAP
Mar, 2026 New	420,000	61,000	57,000	37,000	265.0	50	Oct 30, 2025	J-GAAP
Revision Rate	+1.2%	+10.9%	+11.8%	+8.8%	+8.8%

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	94.4	20	May 8, 2025	J-GAAP
Oct - Mar, 2025 Guidance	224,515	28,427	24,695	14,931	106.9	20	Oct 30, 2025	J-GAAP
YoY	+19.5%	+48.8%	+34.5%	+13.3%	+13.3%

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	420,000	61,000	57,000	37,000	265.0	50	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
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
Jul - Sep, 2025	98,021	14,937	14,898	9,341	66.9	15.2	Oct 30, 2025	J-GAAP
YoY	+5.0%	-13.2%	-10.6%	-20.2%	-20.2%