Ibiden, JP3137200006

Ibiden raises profit outlook while Ibiden stock falls 3.11 percent

Published on 10/01/2026 at 13:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal second-quarter revenue reached JPY 123.20 billion, up 26.00 percent year over year. Ibiden stock costs EUR 11.52 on October 1, 2026, versus EUR 11.89.

Ibiden, JP3137200006, Illustration mit AI erstellt.

Ibiden (JP3137200006) was trading at EUR 11.52 at Lang & Schwarz on October 1, 2026 at 1:09 p.m. CEST, down 3.11 percent versus the prior close of EUR 11.89. Investing.com reported on October 1, 2026 that Ibiden lifted fiscal 2026 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, while Ibiden stock fell 3.11 percent.

Guidance rises on stronger pricing

The revised operating profit outlook is 41.11 percent above the previous JPY 90.0 billion forecast, while the revenue target is 10.00 percent higher than JPY 500.0 billion. The report also put fiscal 2026 second-quarter revenue at JPY 123.20 billion, up 26.00 percent from the comparable period, and operating profit at JPY 26.90 billion, up 52.00 percent.

Ibiden also lifted its electronics operating profit outlook from JPY 75.0 billion to JPY 111.0 billion, according to the October 1 report. The report attributed the improvement to higher average selling prices, product mix and demand for substrates used in GPU, CPU and application-specific integrated circuit systems.

AI substrates drive the operating mix

Ibiden's electronics division remains the key earnings lever because the reported second-quarter operating profit increase came alongside demand for advanced semiconductor substrates. The same report said production stabilization at the company's Ono plant supported higher volumes, adding an operating explanation to the guidance revision.

The company had already disclosed the first-quarter results and the forecast revision on August 4, 2026, on its Ibiden investor-relations page. Its fiscal first-quarter revenue was JPY 123.22 billion, up 26.40 percent year over year, while operating profit was JPY 26.88 billion, up 52.40 percent.

Analyst targets remain above the quote

A September 15, 2026 report from Monex said a Japanese brokerage kept a Neutral rating and a JPY 21,000 target. The report also cited a 12-analyst consensus target of JPY 23,950, placing the stock's valuation discussion firmly against the higher expectations built into the revised operating outlook.

Monex identifies Ibiden under ticker 4062 on the Tokyo Stock Exchange Prime market. Ibiden's latest guidance therefore combines stronger near-term operating figures with a higher profit hurdle for the fiscal year ending March 2027.

Ibiden stock trades at EUR 11.52

Ibiden stock was trading at EUR 11.52 at Lang & Schwarz on October 1, 2026 at 1:09 p.m. CEST, down 3.11 percent versus the Lang & Schwarz prior close of EUR 11.89 on September 30, 2026.