Ibiden (4062) Q2 2027 earnings summary

Executive summary

• Q2 FY2026 net sales rose to ¥262,546 million and operating profit to ¥60,116 million; attributable profit reached ¥38,574 million.

• Full-year FY2026 forecasts were revised to net sales of ¥565,000 million and operating income of ¥133,000 million.

Financial highlights

• Q2 net sales increased 34.3% YoY; operating profit rose 84.6%, ordinary profit 88.9%, and attributable profit 74.8%.

• Gross profit was ¥97,705 million versus ¥67,913 million YoY; income before taxes was ¥59,358 million versus ¥31,985 million.

• Adjusted for stock splits effective January 1 and October 1, basic EPS was ¥68.63 and diluted EPS ¥65.10, versus ¥39.52 and ¥37.13, respectively.

• Comprehensive income was ¥41,430 million versus ¥37,612 million YoY, including ¥2,562 million of other comprehensive income.

Outlook and guidance

• Revised FY2026 forecast: net sales ¥565,000 million (+35.8%), operating income ¥133,000 million (+114.4%), ordinary income ¥134,500 million (+121.1%) and attributable profit ¥89,000 million (+39.7%).

• Forecast EPS is ¥157.17 after the October stock split; without considering that split, full-year EPS would be ¥314.35.

• Guidance is based on available information and assumptions; actual results may differ significantly.