Japan · Delayed Price · Currency is JPY Ibiden Earnings Call Transcripts
Fiscal Year 2027
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H1 FY2026 revenue and operating profit set records, and full-year guidance remains strong. Capacity investments target persistent AI, CPU and advanced-packaging demand, though supply, equipment lead times, staffing and pricing are key uncertainties.
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Q1 FY2026 saw strong revenue and profit growth, driven by robust demand for AI and high-end electronics, leading to significant upward revisions in full-year forecasts. Supply shortages enabled higher ASPs, while capacity expansion and material sourcing remain key focus areas.
Fiscal Year 2026
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FY2025 saw record net profit and strong electronics growth, offsetting ceramics weakness. FY2026 and midterm guidance target record sales and profits, driven by AI and server demand, with major investments planned for capacity expansion.