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

Update shared on 26 Nov 2025

Fair value Decreased 1.75%
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AnalystConsensusTarget's Fair Value
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1Y
13.2%
7D
-7.8%

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.

What's in the News

  • Sumco Corporation issued consolidated earnings guidance for the fiscal year ending December 31, 2025. The company is forecasting net sales of JPY 404,400 million and a net loss attributable to owners of parent of JPY 16,900 million (Key Developments).
  • The company expects an operating loss of JPY 4,200 million and a basic loss per share of JPY 48.33 for the same period (Key Developments).
  • Dividend guidance was revised for fiscal 2025, with the annual dividend now expected to be JPY 20 per share, including a year-end dividend of JPY 10 per share. The previous guidance was JPY 0 per share (Key Developments).
  • The Board of Directors scheduled a meeting on November 11, 2025 to discuss revisions to the dividend forecast (Key Developments).

Valuation Changes

  • The consensus analyst price target has fallen slightly from ¥1,519.69 to ¥1,493.13.
  • The discount rate remains unchanged at 11.1%.
  • The revenue growth estimate has increased modestly from 6.85% to 6.99%.
  • The net profit margin forecast has risen from 7.66% to 8.61%.
  • The future P/E ratio has decreased from 19.28x to 16.76x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.