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IBIDEN CO., LTD.

Ibiden Co.,Ltd., together with its subsidiaries, manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally. The company offers printed circuit boards; plastic packaging; and integrated circuit package substrates used as microprocessor units for personal computers and data centers, as well as graphic processing units for AI and vehicles. It also provides diesel particulate filter substrates for passenger cars mounted with diesel engines, buses, and tracks; substrate holding mats for automobiles, construction machinery, and agricultural equipment; high temperature insulating wools for heat processing devices in energy industrial facilities, molten metal casting apparatuses, fuel cells, and high-heat part insulating materials for combustion devices; graphite specialty for single crystal pulling apparatuses for silicon and SiC, auto and aviation electric discharge machining electrode, and industrial materials for continuous casting and industrial furnaces; and special carbon products, fine ceramic products, and ceramic fines. In addition, the company is involved in construction; production of building materials, including decorative interior laminates, as well as bars and food; synthetic resin processing; agricultural and livestock products; maintenance service; marine product processing; sale of petroleum products; information services; environmental engineering technology; medical software package development; sale of information and communication terminals; sale of welfare vehicles; LP gas; styrol automotive components; and electrode for high-precision electric discharge machining. The company was formerly known as Ibigawa Electric Power Co., Ltd. and changed its name to Ibiden Co.,Ltd. in November 1982. Ibiden Co.,Ltd. was incorporated in 1912 and is headquartered in Ogaki, Japan.

Price · split & dividend adjusted
News & notes moving 4062.JP
Artificial Intelligence2impact 4

イビデンが通期業績予想を上方修正、最高益をさらに上乗せし1→2の株式分割も発表

イビデンが2027年3月期通期の業績予想を上方修正し、純利益を580億円から840億円へ44.8%引き上げ、4期ぶりの最高益をさらに上乗せするとともに、1株を2株にする株式分割を発表した。売上高は5,000億円から5,500億円へ、営業利益は900億円から1,270億円へ、経常利益も900億円から1,270億円へそれぞれ増額され、営業利益は前期実績620億円の2.0倍となる見通し。生成AI向けサーバー用ICパッケージ基板の需要が牽引し、第1四半期の売上高は前年同期比26.4%増の1,232億円、営業利益は52.4%増の268億円と好調だった。この発表を受け、5日の東京株式市場でイビデン株はストップ高の2万330円まで買われ、制限値幅上限で取引を終えた。
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Artificial Intelligenceimpact 4

イビデンがストップ高、通期営業利益予想を1270億円に上方修正

イビデンがストップ高となり、2027年3月期の通期営業利益予想を従来の900億円から1270億円に上方修正した。第1四半期の営業利益は前年同期比52.4%増の268億円で、AIサーバー向け高付加価値製品や汎用サーバー向け製品が好調だった。一方、ダイキン工業は第1四半期営業利益が7.6%増の1305億円だったものの市場予想並みにとどまり下落、IHIは通期営業利益予想を2400億円から2500億円に上方修正したが決算発表後に売られた。日経平均株価は中東懸念の後退と米ハイテク株高を受けて2342円高の66300円と大幅続伸した。
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