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IBIDEN CO
(4062)
IBIDEN CO (4062) vs. iShares MSCI Japan ETF (EWJ)
IBIDEN CO Business Overview & Revenue Model
IBIDEN CO Financial Statement Overview
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 397.72B | 369.44B | 370.51B | 417.55B | 401.14B | 323.46B |
| Gross Profit | 124.35B | 111.58B | 102.47B | 127.52B | 120.08B | 85.45B |
| EBITDA | 98.16B | 100.20B | 94.42B | 127.28B | 112.48B | 67.86B |
| Net Income | 39.90B | 33.70B | 31.49B | 52.19B | 41.23B | 25.70B |
Balance Sheet | ||||||
| Total Assets | 1.05T | 1.08T | 1.13T | 857.51B | 664.33B | 578.52B |
| Cash, Cash Equivalents and Short-Term Investments | 340.73B | 390.66B | 443.58B | 302.42B | 185.59B | 126.88B |
| Total Debt | 302.74B | 343.06B | 385.05B | 270.20B | 175.03B | 158.95B |
| Total Liabilities | 504.57B | 584.38B | 628.20B | 431.90B | 293.61B | 256.66B |
| Stockholders Equity | 542.40B | 490.50B | 494.94B | 419.24B | 364.57B | 315.91B |
Cash Flow | ||||||
| Free Cash Flow | -7.72B | -78.59B | 59.77B | 22.52B | 42.17B | -36.40B |
| Operating Cash Flow | 123.40B | 118.89B | 145.23B | 125.75B | 108.37B | 38.95B |
| Investing Cash Flow | -96.48B | -164.18B | -77.27B | -104.02B | -67.72B | -82.34B |
| Financing Cash Flow | -47.70B | -7.11B | 67.53B | 92.58B | 13.94B | -6.24B |
IBIDEN CO Technical Analysis
IBIDEN CO Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥479.69B | 16.10 | 6.30% | 2.16% | 1.90% | -105.45% | |
71 Outperform | ¥978.15B | 20.85 | 15.75% | 1.08% | 19.45% | 41.03% | |
70 Outperform | ¥368.45B | 14.11 | ― | 2.18% | -6.10% | -7.03% | |
67 Neutral | ¥3.88T | 15.03 | ― | 1.41% | 7.73% | -1.93% | |
62 Neutral | ¥425.86B | 19.19 | 5.63% | 2.35% | -9.06% | -35.95% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
61 Neutral | ¥2.11T | 52.61 | 7.72% | 0.40% | 5.18% | 3.36% |
IBIDEN CO Corporate Events
IBIDEN has sold all 2,763,000 shares it held in Toyota Industries Corporation through a tender offer conducted by Toyota Asset Preparatory, at a final price of 20,600 yen per share, generating total proceeds of about 56.9 billion yen. The settlement of the transaction is scheduled to begin on March 30, 2026.
The company expects to record approximately 49.1 billion yen in extraordinary income as a gain on sales of investment securities in the fourth quarter of the fiscal year ending March 2026, which may materially affect its earnings profile. IBIDEN plans to deploy the funds toward its roughly 500 billion yen capital investment program for high-performance IC package substrate facilities, underlining a strategic reallocation of financial assets into growth-oriented manufacturing capacity.
The most recent analyst rating on (JP:4062) stock is a Buy with a Yen9600.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN has set the terms for a secondary offering of its common stock, following a board resolution in late February 2026, establishing a selling price of ¥7,632 per share for the main tranche underwritten by securities firms. The total selling amount for this primary secondary offering comes to about ¥52.47 billion, with delivery of shares scheduled for March 11, 2026, while underwriters will purchase the stock at a slight discount to the public selling price.
In addition, IBIDEN will conduct an over-allotment secondary offering of 1,031,100 shares at the same ¥7,632 price per share, raising approximately ¥7.87 billion and enabling stabilization activities around the offering. A discount rate of 4% was applied to the reference market price to determine the offer price, and a greenshoe option and syndicate cover transaction window have been set for mid to late March, indicating an effort to support orderly trading and manage post-offering share price volatility.
The most recent analyst rating on (JP:4062) stock is a Hold with a Yen10168.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN has approved an additional capital investment of about ¥280 billion centered on its Ono Plant and other existing domestic and overseas sites to expand production capacity for high-performance IC package substrates, mainly for high-performance servers. This move is part of a broader three-year, roughly ¥500 billion program running from fiscal 2026 to 2028, with mass production slated to begin sequentially from fiscal 2027 and the company expecting no material impact on its current-year consolidated results.
The latest investment follows an earlier phase focused on the Gama Plant and underscores IBIDEN’s aggressive capacity build-out to capture rising demand from AI and high-performance server applications. By ramping up output of advanced packaging substrates, the company aims to strengthen its competitive position in the global semiconductor supply chain while signaling to stakeholders a long-term commitment to growth in data center and AI-related markets.
The most recent analyst rating on (JP:4062) stock is a Hold with a Yen10168.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN said the audit firm has completed its interim review of the consolidated financial statements for the third quarter ended December 31, 2025, with no changes from the figures released on February 3, 2026. The review was conducted in connection with a board-approved secondary offering, confirming previously disclosed strong results, including higher net sales, profit growth and an improved capital adequacy ratio, which underpins the company’s financial soundness ahead of the share sale.
For the third quarter, net sales rose 10.5% year-on-year to ¥298.6 billion and profit attributable to owners of parent increased 25.0% to ¥31.0 billion, driving a jump in comprehensive income. Total assets stood at ¥1.05 trillion and the capital adequacy ratio improved to 51.5%, suggesting a stronger balance sheet as IBIDEN prepares to tap equity markets while maintaining investor confidence in its reported performance.
The most recent analyst rating on (JP:4062) stock is a Hold with a Yen10168.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN Co., Ltd. has approved a secondary offering of 6,874,700 existing shares of its common stock, to be sold by major shareholder banks including Sumitomo Mitsui Banking Corporation, regional lenders Ogaki Kyoritsu Bank and Juroku Bank, MUFG Bank, and Sumitomo Mitsui Trust Bank. The sale price will be set between 90% and 100% of the prevailing Tokyo Stock Exchange closing price on a pricing date scheduled between March 4 and March 9, 2026, with underwriters purchasing the entire block and earning the spread between the selling price and what they pay the selling shareholders.
In parallel, IBIDEN will implement an over-allotment option of up to 1,031,100 additional shares, to be borrowed by the lead manager from certain shareholders, allowing for a potential greenshoe to stabilize trading after the deal. The structure signals a rebalancing of holdings by key financial institutions rather than a direct capital raise by IBIDEN, potentially increasing the stock’s free float and liquidity and influencing market demand and price dynamics around the offering period.
The most recent analyst rating on (JP:4062) stock is a Hold with a Yen10168.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN’s board has approved a major capital investment plan of approximately 500 billion yen over fiscal years 2026 to 2028 to expand production capacity for high-performance IC package substrates as part of its drive to meet fiscal 2030 targets. As the first phase, the company will invest about 220 billion yen primarily in its existing Gama Plant and other domestic and overseas sites, with sequential operations and mass production to begin from fiscal 2027, enabling it to meet rising demand from AI and high-performance server markets while having only an immaterial impact on current-year consolidated results.
The most recent analyst rating on (JP:4062) stock is a Buy with a Yen9093.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN reported consolidated net sales of ¥298.6 billion for the nine months ended December 31, 2025, up 10.5% year on year, with operating profit rising 27.7% to ¥44.5 billion and profit attributable to owners of parent increasing 25.0% to ¥31.0 billion, reflecting improved profitability and a stronger capital adequacy ratio of 51.5%. Growth was driven mainly by the Electronics segment, where sales climbed 18.2% and operating profit surged 65.9%, while the Ceramics segment saw a slight decline in sales and a sharp fall in operating profit, partially offset by modest gains in the Others segment; the company maintained a full-year forecast of ¥420.0 billion in sales and ¥61.0 billion in operating profit, and highlighted the impact of a 2-for-1 stock split on reported earnings per share.
The most recent analyst rating on (JP:4062) stock is a Buy with a Yen9093.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN Co., Ltd. reported consolidated results for the third quarter of fiscal 2025 showing a solid rebound in performance, with net sales rising 10.5% year on year to ¥298.6 billion and operating profit jumping 27.7% to ¥44.5 billion, while profit attributable to owners of the parent climbed 25.0% to ¥31.0 billion. Earnings per share also improved, and the company’s financial position strengthened as total assets reached ¥1.05 trillion and the capital adequacy ratio increased to 51.5%, underpinned by higher owners’ equity. Management kept its full-year forecast unchanged, projecting 13.7% growth in net sales to ¥420.0 billion and a 9.8% rise in full-year profit attributable to owners of the parent to ¥37.0 billion, and flagged the impact of a two-for-one stock split effective 1 January 2026 on per-share indicators and dividend figures, while effectively maintaining the underlying annual dividend level on a pre-split basis.
The most recent analyst rating on (JP:4062) stock is a Buy with a Yen9093.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.
IBIDEN has decided to tender all 2,763,000 shares it holds in Toyota Industries Corporation into a takeover bid launched by Toyota Asset Preparatory Co., Ltd., in line with its previously announced policy to reduce cross-shareholdings and improve capital efficiency. The sale, at a planned purchase price of ¥18,800 per share for total proceeds of approximately ¥51.9 billion, is expected to generate an extraordinary gain of about ¥44.2 billion in the fiscal year ending March 31, 2026, with the company indicating that the funds will be directed mainly toward strategic investments to support sustainable growth, potentially strengthening its financial position and future competitiveness.
The most recent analyst rating on (JP:4062) stock is a Buy with a Yen8100.00 price target. To see the full list of analyst forecasts on IBIDEN CO stock, see the JP:4062 Stock Forecast page.