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 2024-05-02 am EDT 		5-day change 1st Jan Change
5,392 JPY -12.30% Intraday chart for Ibiden Co.,Ltd. -10.91% -31.00%
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: Maart 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 235,013 331,314 711,168 844,629 734,559 753,232 - -
Enterprise Value (EV) 1 193,212 306,193 743,236 834,072 728,939 928,827 851,670 840,623
P/E ratio 71.1 x 29.2 x 27.7 x 20.5 x 14.1 x 29.5 x 18.8 x 13.4 x
Yield 2.08% 1.48% 0.69% 0.66% 0.95% 0.6% 0.84% 1.01%
Capitalization / Revenue 0.81 x 1.12 x 2.2 x 2.11 x 1.76 x 2.51 x 1.87 x 1.65 x
EV / Revenue 0.66 x 1.03 x 2.3 x 2.08 x 1.75 x 2.51 x 2.12 x 1.84 x
EV / EBITDA 5.48 x 6.97 x 10 x 6.75 x 5.73 x 8.19 x 7.63 x 5.57 x
EV / FCF -35.2 x -9.53 x -18.4 x 20.5 x 33.5 x -13.3 x -7.61 x 19.5 x
FCF Yield -2.84% -10.5% -5.44% 4.87% 2.98% -7.5% -13.1% 5.12%
Price to Book 0.87 x 1.23 x 2.25 x 2.32 x 1.75 x 1.88 x 1.54 x 1.41 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 5,392 5,392 5,392
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 5/1/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Maart 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 291,125 295,999 323,461 401,138 417,549 370,511 401,883 456,170
EBITDA 1 35,273 43,907 74,047 123,536 127,276 97,696 111,611 150,856
EBIT 1 10,137 19,685 38,634 70,821 72,362 47,568 58,290 81,211
Operating Margin 3.48% 6.65% 11.94% 17.66% 17.33% 12.84% 14.5% 17.8%
Earnings before Tax (EBT) 1 9,326 17,525 32,165 59,252 71,702 47,435 56,926 81,600
Net income 1 3,306 11,329 25,698 41,232 52,187 31,490 40,460 56,770
Net margin 1.14% 3.83% 7.94% 10.28% 12.5% 8.5% 10.07% 12.44%
EPS 2 23.66 81.08 183.9 295.4 373.7 225.4 286.7 403.7
Free Cash Flow 1 -5,486 -32,140 -40,438 40,650 21,729 -60,017 -111,945 43,066
FCF margin -1.88% -10.86% -12.5% 10.13% 5.2% -15.92% -27.86% 9.44%
FCF Conversion (EBITDA) - - - 32.91% 17.07% - - 28.55%
FCF Conversion (Net income) - - - 98.59% 41.64% - - 75.86%
Dividend per Share 2 35.00 35.00 35.00 40.00 50.00 40.00 45.33 54.64
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 5/1/24 - -
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 90,344 182,871 90,333 95,872 182,430 101,350 104,670 202,916 204,031 220,279
EBITDA 1 - - - - - - - - - - - - - - - - 27,207 - 24,852 25,616 51,685 27,297 28,391 55,688 30,391 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 10,621 23,496 12,456 13,647 29,444 15,670 17,902 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% 11.76% 12.85% 13.79% 14.24% 16.14% 15.46% 17.1% 17.18% 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 6,674 - 14,937 14,481 - 16,031 16,237 - - -
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 4,095 13,598 9,733 9,921 20,473 10,664 12,242 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% 4.53% 7.44% 10.77% 10.35% 11.22% 10.52% 11.7% 11.07% 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 29.31 97.34 61.62 66.85 138.8 77.91 88.30 152.3 176.1 181.3
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 - 20.00 - - 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 5/1/24 5/1/24 - - - - - - - -
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 98,438 87,392
Net Cash position 1 41,801 25,121 - 10,557 5,620 - - -
Leverage (Debt/EBITDA) - - 0.4331 x - - 0.4839 x 0.882 x 0.5793 x
Free Cash Flow 1 -5,486 -32,140 -40,438 40,650 21,729 -60,017 -111,945 43,066
ROE (net income / shareholders' equity) 1.2% 4.2% 8.8% 12.1% 13.3% 6.9% 8.67% 11.7%
ROA (Net income/ Total Assets) 2.93% 4.54% 7.42% 12% 10% 5.15% 4.93% 6.48%
Assets 1 112,975 249,678 346,230 344,417 521,294 611,911 821,487 876,106
Book Value Per Share 2 1,939 1,920 2,263 2,611 3,002 3,543 3,504 3,817
Cash Flow per Share 2 204.0 254.0 437.0 673.0 767.0 555.0 779.0 965.0
Capex 1 24,041 58,236 79,392 61,662 131,275 146,583 169,163 61,920
Capex / Sales 8.26% 19.67% 24.54% 15.37% 31.44% 39.56% 42.09% 13.57%
Announcement Date 4/24/19 4/27/20 4/27/21 4/27/22 5/1/23 5/1/24 - -
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
5,392 JPY
Average target price
7,908 JPY
Spread / Average Target
+46.66%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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