Stock 4062 IBIDEN CO.,LTD.
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Financials Ibiden Co.,Ltd.

Equities

4062

JP3148800000

Semiconductors

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-04-26 am EDT 		5-day change 1st Jan Change
6,052 JPY +0.72% Intraday chart for Ibiden Co.,Ltd. +2.04% -22.56%
Apr. 11 Jefferies Starts Ibiden at Hold With 6,630 Yen Price Target MT
Mar. 22 Japanese Shares Breach 41,000 Mark After Inflation Data MT

Valuation

Fiscal Period: März 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 235,013 331,314 711,168 844,629 734,559 845,430 - -
Enterprise Value (EV) 1 193,212 306,193 743,236 834,072 728,939 892,710 951,403 926,729
P/E ratio 71.1 x 29.2 x 27.7 x 20.5 x 14.1 x 24.6 x 20.5 x 14.6 x
Yield 2.08% 1.48% 0.69% 0.66% 0.95% 0.66% 0.77% 0.93%
Capitalization / Revenue 0.81 x 1.12 x 2.2 x 2.11 x 1.76 x 2.24 x 2.11 x 1.85 x
EV / Revenue 0.66 x 1.03 x 2.3 x 2.08 x 1.75 x 2.37 x 2.37 x 2.03 x
EV / EBITDA 5.48 x 6.97 x 10 x 6.75 x 5.73 x 9.14 x 8.02 x 5.98 x
EV / FCF -35.2 x -9.53 x -18.4 x 20.5 x 33.5 x -14.9 x -19.5 x 23 x
FCF Yield -2.84% -10.5% -5.44% 4.87% 2.98% -6.72% -5.12% 4.35%
Price to Book 0.87 x 1.23 x 2.25 x 2.32 x 1.75 x 1.89 x 1.76 x 1.6 x
Nbr of stocks (in thousands) 139,722 139,736 139,719 139,608 139,650 139,694 - -
Reference price 2 1,682 2,371 5,090 6,050 5,260 6,052 6,052 6,052
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: März 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 291,125 295,999 323,461 401,138 417,549 377,072 401,537 455,879
EBITDA 1 35,273 43,907 74,047 123,536 127,276 97,696 118,581 154,945
EBIT 1 10,137 19,685 38,634 70,821 72,362 49,198 59,454 82,850
Operating Margin 3.48% 6.65% 11.94% 17.66% 17.33% 13.05% 14.81% 18.17%
Earnings before Tax (EBT) 1 9,326 17,525 32,165 59,252 71,702 51,229 60,018 80,882
Net income 1 3,306 11,329 25,698 41,232 52,187 34,712 41,673 58,164
Net margin 1.14% 3.83% 7.94% 10.28% 12.5% 9.21% 10.38% 12.76%
EPS 2 23.66 81.08 183.9 295.4 373.7 245.9 295.4 413.7
Free Cash Flow 1 -5,486 -32,140 -40,438 40,650 21,729 -60,017 -48,670 40,316
FCF margin -1.88% -10.86% -12.5% 10.13% 5.2% -15.92% -12.12% 8.84%
FCF Conversion (EBITDA) - - - 32.91% 17.07% - - 26.02%
FCF Conversion (Net income) - - - 98.59% 41.64% - - 69.31%
Dividend per Share 2 35.00 35.00 35.00 40.00 50.00 40.00 46.67 56.43
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 2020 S1 2020 S2 2021 S1 2021 S2 2022 Q2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2024 S2 2025 Q1 2025 Q2 2025 S1 2025 Q3 2025 Q4 2025 S2 2026 S1 2026 S2
Net sales 1 144,354 151,645 143,991 179,470 103,497 195,832 103,402 101,904 205,306 98,318 115,261 213,579 103,102 100,868 - 94,601 93,039 187,640 92,527 98,866 185,934 90,559 93,774 190,465 100,974 101,710 212,708 204,031 220,279
EBITDA 1 - - - - - - - - - - - - - - - - 27,207 - 24,852 25,616 51,685 25,198 28,896 55,688 29,896 32,647 63,038 69,534 78,634
EBIT 1 7,647 12,038 15,182 23,452 19,296 35,018 19,411 16,392 35,803 18,089 23,315 41,404 19,771 11,187 - 8,181 15,891 24,072 12,875 14,661 26,808 12,699 14,848 29,444 15,723 16,824 34,869 38,734 39,834
Operating Margin 5.3% 7.94% 10.54% 13.07% 18.64% 17.88% 18.77% 16.09% 17.44% 18.4% 20.23% 19.39% 19.18% 11.09% - 8.65% 17.08% 12.83% 13.91% 14.83% 14.42% 14.02% 15.83% 15.46% 15.57% 16.54% 16.39% 18.98% 18.08%
Earnings before Tax (EBT) 1 6,486 - 14,283 - 17,213 31,334 20,654 7,264 - 19,025 24,150 43,175 18,811 9,716 - 12,341 15,857 28,198 12,563 11,762 - 13,518 13,190 - 14,766 16,118 - - -
Net income 1 3,896 7,433 11,684 14,014 12,689 22,254 15,188 3,790 18,978 13,713 18,099 31,812 12,243 8,132 - 7,288 10,604 17,892 9,503 8,398 18,490 8,865 9,726 20,473 10,521 11,153 22,468 25,965 26,735
Net margin 2.7% 4.9% 8.11% 7.81% 12.26% 11.36% 14.69% 3.72% 9.24% 13.95% 15.7% 14.89% 11.87% 8.06% - 7.7% 11.4% 9.54% 10.27% 8.49% 9.94% 9.79% 10.37% 10.75% 10.42% 10.97% 10.56% 12.73% 12.14%
EPS 2 27.89 - 83.61 100.3 90.89 159.4 108.8 27.15 135.9 98.23 129.6 227.8 87.67 58.22 - 52.19 75.91 128.1 68.03 57.73 125.4 63.43 74.19 138.8 81.18 76.70 152.3 176.1 181.3
Dividend per Share 2 15.00 - 15.00 - 20.00 20.00 - 20.00 20.00 - 30.00 30.00 - 20.00 20.00 - 20.00 20.00 - 25.00 - - 25.00 - - 25.00 - - -
Announcement Date 10/31/19 4/27/20 10/28/20 4/27/21 10/29/21 10/29/21 2/4/22 4/27/22 4/27/22 8/2/22 10/27/22 10/27/22 2/2/23 5/1/23 5/1/23 8/2/23 10/26/23 10/26/23 2/1/24 - - - - - - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - 32,068 - - 47,280 105,973 81,299
Net Cash position 1 41,801 25,121 - 10,557 5,620 - - -
Leverage (Debt/EBITDA) - - 0.4331 x - - 0.4839 x 0.8937 x 0.5247 x
Free Cash Flow 1 -5,486 -32,140 -40,438 40,650 21,729 -60,017 -48,670 40,316
ROE (net income / shareholders' equity) 1.2% 4.2% 8.8% 12.1% 13.3% 8.03% 9.17% 11.5%
ROA (Net income/ Total Assets) 2.93% 4.54% 7.42% 12% 10% 4.04% 4.98% 6.48%
Assets 1 112,975 249,678 346,230 344,417 521,294 858,793 836,765 897,620
Book Value Per Share 2 1,939 1,920 2,263 2,611 3,002 3,209 3,447 3,775
Cash Flow per Share 2 204.0 254.0 437.0 673.0 767.0 596.0 727.0 965.0
Capex 1 24,041 58,236 79,392 61,662 131,275 181,752 154,920 71,920
Capex / Sales 8.26% 19.67% 24.54% 15.37% 31.44% 48.2% 38.58% 15.78%
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Ibiden Co.,Ltd.

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
6,052 JPY
Average target price
8,021 JPY
Spread / Average Target
+32.53%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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