Ibiden raises guidance: what it means for Ibiden stock

Published on 10/07/2026 at 03:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 26.00 percent to JPY 123.20 billion. Ibiden stock stood at EUR 69.25 on October 5, 2026, its Lang & Schwarz prior close.

Ibiden, JP3148800000, Illustration mit AI erstellt.

Ibiden (ISIN JP3148800000) raised its fiscal 2026 consolidated revenue guidance from JPY 500.0 billion to JPY 550.0 billion and operating profit guidance from JPY 90.0 billion to JPY 127.0 billion. As Investing.com reported on October 1, 2026, the company also lifted its electronics operating profit outlook from JPY 75.0 billion to JPY 111.0 billion.

Higher guidance meets stronger demand

The revised outlook followed fiscal 2026 second-quarter revenue of JPY 123.20 billion, up 26.00 percent from the prior-year period. Operating profit reached JPY 26.90 billion, an increase of 52.00 percent, while the operating margin was 27.60 percent, according to Investing.com.

The report linked the result to stable production at the Ono plant and demand for GPU, CPU and application-specific integrated circuit substrates. Ibiden also plans JPY 500.0 billion of expansion investment across fiscal 2026 through fiscal 2028, with additional equipment scheduled to begin operating from fiscal 2027, Investing.com reported.

Profit growth changes the baseline

Ibiden's latest full-year data show why the guidance revision matters. For fiscal year ended March 2026, revenue was JPY 416.2 billion, up 12.70 percent from fiscal 2025, while net income rose 89.00 percent to JPY 63.7 billion, according to Yuhodb.

Ibiden's investor-relations page describes electronics activities spanning plastic packaging, printed circuit boards and related products, alongside ceramics including diesel particulate filters and special carbon products. Its latest listed interim release covers the first quarter ended June 30, 2026 and was dated August 4, 2026, Ibiden states.

Prior close sets the euro reference

Lang & Schwarz lists a prior close of EUR 69.25 for October 5, 2026. On the Tokyo Stock Exchange, Ibiden was last quoted at JPY 12,265.00 on October 5, 2026 with the market closed, while the 52-week range was JPY 2,361.25 to JPY 13,740.00.

The further course of trading is shown by the continuously updated real-time quote of Ibiden stock.