Shared on 10 Dec 25

3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside

Analysts have modestly raised their price target on Sumco to ¥1,493.13 per share, citing stable long term revenue growth, profit margin expectations, and a consistent future P E multiple that together support a slightly higher valuation profile. What's in the News Issued consolidated guidance for fiscal 2025, forecasting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a loss attributable to owners of JPY 16.9 billion, or a basic loss of JPY 48.33 per share (company guidance) Revised dividend guidance for fiscal 2025, now expecting an annual dividend of JPY 20 per share, including an interim dividend of JPY 10 and a newly set year end dividend of JPY 10 per share (company guidance) Scheduled a board meeting for November 11, 2025, with an agenda focused on revising the dividend forecast (company announcement) Valuation Changes Fair Value: Unchanged at approximately ¥1,493.13 per share, indicating no revision to the intrinsic valuation estimate.

Shared on 26 Nov 25

Fair value Decreased 1.75%

3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside

Analysts have slightly reduced their price target for Sumco from ¥1,519.69 to ¥1,493.13. This change reflects minor adjustments to profit margin and revenue growth projections while maintaining the same discount rate.

Shared on 08 Nov 25

3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions

Analysts have maintained their fair value estimate for Sumco at ¥1,519.69, noting only minor adjustments to model assumptions and reaffirming their existing outlook for the company. Valuation Changes Fair Value Estimate remains steady at ¥1,519.69, with no change from the previous assessment.

Shared on 25 Oct 25

Fair value Increased 4.42%

Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.

Shared on 11 Oct 25

Fair value Increased 3.97%

Analysts have raised their price target for Sumco from ¥1,399.69 to ¥1,455.31, citing incremental improvements in revenue growth and profit margin forecasts. What's in the News Sumco announced its second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025, which is down from JPY 15.00 per share a year earlier (Key Developments).

Shared on 27 Sep 25

Fair value Increased 6.67%

Sumco's consensus price target has been raised to ¥1400, primarily reflecting multiple expansion as the future P/E increased despite revenue growth forecasts remaining stable. What's in the News Second quarter-end dividend reduced to JPY 10.00 per share from JPY 15.00 per share a year ago.

Shared on 19 Aug 25

Fair value Decreased 6.46%

Sumco's consensus price target has been revised downward primarily due to a decline in net profit margin and a slight increase in future P/E, resulting in a new fair value estimate of ¥1,312. What's in the News Board approved an interim dividend announcement for fiscal year 2025.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 23 Apr 25

Fair value Increased 17%

AnalystConsensusTarget has increased revenue growth from 6.6% to 7.8% and increased profit margin from 7.7% to 9.4%.

Shared on 17 Apr 25

Fair value Decreased 15%

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead

3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside

3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside

3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions

Shared on 25 Oct 25

Shared on 11 Oct 25

Shared on 27 Sep 25

Shared on 19 Aug 25

Shared on 01 May 25

Shared on 23 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 13 Mar 25