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A century of innovation , Partnering for the future IBIDEN Financial Results For the First Quarter Ended of FY2026 IBIDEN CO . , LTD . ( 4062 ) August 5th , 2026 Page # 1/5
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Copyright 2026 IBIDEN CO.,LTD, All rights reserved Page#2/5 Forecasts in this statement have been made based on the premise, prospect and plan of IBIDEN as of August 5th, 2026. Actual results may widely differ from this statement due to any uncertain factor such as international economy, market competition and exchange fluctuation.
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Copyright 2026 IBIDEN CO.,LTD, All rights reserved Page#3/5 □ Electronics： Demand for GPUs and high-end CPUs remained strong. Sales volume exceeded initial plans due to stable production of Cell8 and effective utilization of existing production capacity. Sales prices also increased, particularly for high-value-added products. □ Ceramics: While there was a temporary increase in orders for DPFs, the forecast for the automotive-related sector remains unpredictable. Forecasts of Net Sales, Operating Profit and Net Profit in Q1 and 1st Half Year of FY2026
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Copyright 2026 IBIDEN CO.,LTD, All rights reserved Page#4/5 Forecasts of Net Sales, Operating Profit and Net Profit in Full-Year of FY2026 □ In the Electronics Segment, demand and sales prices, particularly for high-value-added products, are expected to remain strong, and high capacity utilization rates are anticipated to be maintained. Given these favorable conditions, we revise upward our earnings forecast. (For the 1st half to the 2nd half of FY26, Ceramics Segment is expected to see a decrease in sales and profit, while Other Segments are expected to achieve an increase in sales and profit).
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Copyright 2026 IBIDEN CO.,LTD, All rights reserved Page#5/5 [Electronics Segment] FY2026: Changes from the May 11 Disclosure □ In addition to products for AI servers and general-purpose servers, we also anticipate expanded demand for switching ICs. □ The situation where demand exceeds the industry's supply capacity continues. Sales prices, particularly for high-value-added products, remain strong. □ Raw material procurement risks have decreased compared to the beginning of FY26, and we will flexibly utilize existing production capacity to meet customer demands.
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Copyright 2026 IBIDEN CO.,LTD, All rights reserved Page#6/5Copyright 2026 IBIDEN CO.,LTD, All rights reserved