Taiyo Yuden Co Ltd

6976: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Taiyo Yuden Earnings: Strong AI Server Tailwinds Raise Our Conviction; Fair Value Estimate Up by 25%

Kazunori Ito

May 13, 2026

Taiyo Yuden reported book/bill ratio for multilayer ceramic capacitors of 1.3 in the March quarter, signaling a clear recovery trend. Building on this momentum, the company guides 8% revenue growth and 50% operating income growth for fiscal 2026. The company also unveiled a new medium-term plan.

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Taiyo Yuden Co Ltd

Taiyo Yuden Earnings: Strong AI Server Tailwinds Raise Our Conviction; Fair Value Estimate Up by 25%

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