Added to YB: 2026-08-13
Pitch date: 2026-08-11
4062.T [neutral]
Ibiden Co.,Ltd.
+2.4%
current return
Author Info
No bio for this author
Company Info
Ibiden Co.,Ltd. provides electronics in Japan, the rest of Asia, North America, Europe, and internationally.
Market Cap
JPY 5.6T
Pitch Price
JPY 20.0K
Price Target
N/A
Dividend
0.18%
EV/EBITDA
38.48
P/E
85.36
EV/Sales
12.16
Sector
Electronic Equipment, Instruments and Components
Category
growth
Ibiden 1QFY27: When the Old Bargain Broke
4062.T (update): Q1FY27 broke 2-decade ABF pricing model — like-for-like prices held flat, new products reset higher; ¥26.5B ASP-driven OP beat consensus 29%, FY guide +23%. Advances surged ¥81B→¥154.5B as customers fund capacity. Capability generalizing to CPU/switching/EMIB-T. Base case Compounder w/ Infrastructure optionality; verdict is ROIC >12% by FY2028 as Cell 6/8 + rival supply arrives—scarcity vs moat unresolved.
Read full article (8 min)