IBIDEN CO., LTD.(4062)
October 31st, 2025
Page#1/17
Forecasts in this statement have been made based on the premise,
prospect and plan of IBIDEN as of October 30th, 2025.
Actual results may widely differ from this statement due to any uncertain factor such as international economy, market competition and exchange fluctuation.
[Consolidated]
Results of the 1st Half of FY2025
Operating Profit
(Unit: Billions of Yen)
Net Profit
(Unit: Billions of Yen)
Results of Net Sales, Operating Profit and Net Profit in 1st Half of FY2025Net Sales
(Unit: Billions of Yen)
〔 % 〕 shows compared to the same period
〔 % 〕 shows compared to the same period
NPM
Compared to the same period of FY24+7.7%
OPM
Compared to the same
period of FY24+14.2%
Compared to the same period of FY24+7.5%
181.6
40.2
43.1
190.0 195.5
187.9
47.9
40.9
99.0
Others
42.0 42.2
Ceramics
38.0 39.7
[ +5%]
[ ▲8%]
15.7%
28.5
10.2%
19.1
5.1
5.1
8.9
3.4
7.1
14.2%
27.0
2.0
3.5
16.7%
Others
32.6
3.3
Ceramics
3.8
[ ▲4%]
7.0%
13.2
11.3%
11.3%
8.4%
22.1
16.0
Result Result
1st half 2nd half
Forecast
1st half (Dis closed on Aug 1)
Result
1st half
FY24 FY25
20.5
[ ▲46%]
Electro
nics
98.3
110.0 113.5
Electro
nics
[ +16%]
18.0
21.5
25.4
[ +41%]
Result 1st half
Result 2nd half
Forecast 1st half (Dis closed on Aug 1)
Result 1st half
0
Result 1st half
Result 2nd half
Forecast 1st half (Dis closed on Aug 1)
0
Result 1st half
FY24
153 151
165 160
FY25
143 145
160 165
Exchange rate (USD) Exchange rate (EUR)
FY24
FY25
[Consolidated] Forecasts of the 2nd Half of FY2025
Forecasts of Net Sales and Operating Profit and Net Profit in 2nd Half of FY2025
Net Sales
(Unit: Billions of Yen)
〔 % 〕 shows compared to the
1st half of FY2025
〔 % 〕 shows compared to the
Operating Profit
(Unit: Billions of Yen)
Net Profit
(Unit: Billions of Yen)
1st half of FY2025
NPM
Compared to the 1st
half of FY2025▲13%
Compared to the 1st
half of FY2025▲32%
225.0
48.0
42.0
135.0
32.6
[ +13%]
16.7%
15.7%
10.2%
28.5
3.4
7.1 19.1
5.1
5.1
18.0
8.9
12.4
28.0
5.0
4.5
18.5
113.5
Others
Forecast Forecast
Result
1st half
Result
2nd half
Result 2nd half 2nd half
FY24
1st half (Disclosed (Disclosed
on Aug 1) on Oct 30)
FY25
195.5
Compared to the 1st
half of FY2025+15%
Electro
nics
Ceramics
OPM
99.0
98.3
141.5
43.1 40.9
39.7
35.3
47.9
40.2
42.2
47.8
181.6 187.9
224.5
%12.7%
11.3%
7.0
20.5
13.2
11.3%
%
8.0%
18.0
6.7%
[▲11%]
3.3
3.8
28.4
3.7
2.2
Others
22.1
[ +12%]
Ceramics
[ +25%]
25.4 22.6
[ ▲44%]
Electro
nics
[ ▲11%]
14.9
Result
Result
Result
Forecast 2nd half
Forecast 2nd half
Result
Result
Result
Forecast 2nd half
Forecast 2nd half
1st half
2nd half
1st half (Disclosed (Disclosed
on Aug 1) on Oct 30)
1st half
2nd half
1st half (Disclosed (Disclosed
on Aug 1) on Oct 30)
FY24
FY25
FY24
FY25
153 | 151 | 145 | 140 | 145 | Exchange rate (USD) |
165 | 160 | 165 | 160 | 165 | Exchange rate (EUR) |
FY2025: Changes in 2nd Half Disclosure from 1st Half Results on October 30
In the electronics business, sales of high value-added products, primarily for AI servers are expected to perform strongly, but we forecast a sales increase and a profit decrease compared to the 1st half, factoring in increased depreciation costs for the new plant.
Operating Profit
(Unit: Billions of Yen)
28.4
▲ 1.7
0.4
▲ 2.9
32.6
Net Sales
(Unit: Billions of Yen)
224.5
195.5
▲ 4.4
27.9
5.5
In the ceramics business, factoring in the uncertainty in the automotive and SiC semiconductor markets, we forecast a decrease in both sales and profit.
Result 1st half FY25 | Electro nics | Ceramics | Others | Forecast 2nd half (Disclosed on Oct 30) FY25 |
Result 1st half FY25 | Electro nics | Ceramics | Others | Forecast 2nd half (Disclosed on Oct 30) FY25 |
売上 高
営業利 益
純利 益
Net Sales
(Unit: Billions of Yen)
〔 % 〕 shows compared to the last year
Operating Profit
(Unit: Billions of Yen)
〔 % 〕 shows compared to the last year
NPM
Net Profit
(Unit: Billions of Yen)
Compared to
the FY2024 +10%
Compared to
the FY2024 +14%
Compared to
the FY2024 +28%
and Net Profit in FY2025
OPM
415.0
90
80.0
245.0
369.4
420.0
12.9%
14.5%
88
84.1
197.2
90
75.0
255.0
Others
[ +2%]
Ceramics
[ ▲11%]
Electro
nics
[ +29%]
47.6
8.6
12.2
26.8
61.0
7.0
6.0
48.0
Others
8.2%
34.0
9.1%
8.8%
37.0
Forecast
Forecast
Result
FY24
(Dis closed on (Dis closed on
Aug 1)
Oct 30)
FY25
33.7
Ceramics
[ ▲18%]
[ ▲51%]
Electro
nics
[ +79%]
Result
FY24
Forecast
Forecast 0
Forecast
0
13.3%
55.0
7.0
8.0
40.0
Forecast
(Dis closed on (Dis closed on
Result
(Dis closed on (Dis closed on
Aug 1)
FY25
Oct 30)
FY24
Aug 1)
FY25
Oct 30)
152
142
145
Exchange rate (USD)
162
160
165
Exchange rate (EUR)
Market Forecasts and
Business Prospects
Trends and Changes in Electronics Market
Overall:Address the risk of material supply in the immediate term and proceed with
establishing a stable procurement system for the medium to long term.
PC Market: While order volumes are generally stable, we will keep a close watch on developments in the commodity market and product evolution, particularly the shift towards higher functionality.
Server Market: Strong demand for AI server continues, and we will maximize order
Server Market including
General-Purpose + AI Server
opportunities, including those for ASICs .
3.0
PC Market
(100 million unit)
According to the information by the external research firm
According to the information by the external research firm
AI Server
(million unit)
CY23 CY24 CY25 CY27
CY30
General- |
Purpose |
Server |
2.5
10
0
25 IBIDEN
CO.,LTD. Al
l rights rese
ed
Copyright 20 rv Page#
CY23 CY24 CY25 CY27 CY30
0
10/17