Price Target Changed • 7h
Price target increased by 9.4% to JP¥13,648 Up from JP¥12,476, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥13,465. Stock is up 356% over the past year. The company is forecast to post earnings per share of JP¥425 for next year compared to JP¥474 last year. Valuation Update With 7 Day Price Move • Jun 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥13,970, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 814% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,522 per share. Announcement • May 15
Sumitomo Electric Industries, Ltd., Annual General Meeting, Jun 26, 2026 Sumitomo Electric Industries, Ltd., Annual General Meeting, Jun 26, 2026. Buy Or Sell Opportunity • May 14
Now 20% undervalued Over the last 90 days, the stock has risen 41% to JP¥12,130. The fair value is estimated to be JP¥15,238, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 7.5% per annum over the same time period. Reported Earnings • May 13
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥474 (up from JP¥248 in FY 2025). Revenue: JP¥5.11t (up 9.2% from FY 2025). Net income: JP¥369.5b (up 91% from FY 2025). Profit margin: 7.2% (up from 4.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 98% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 12
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥11,585, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 660% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥13,791 per share. Announcement • May 10
Sumitomo Electric Industries, Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Sumitomo Electric Industries, Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Buy Or Sell Opportunity • Mar 31
Now 20% undervalued Over the last 90 days, the stock has risen 33% to JP¥8,437. The fair value is estimated to be JP¥10,564, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥68.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%). Price Target Changed • Feb 28
Price target increased by 14% to JP¥8,578 Up from JP¥7,522, the current price target is an average from 9 analysts. New target price is 17% below last closing price of JP¥10,375. Stock is up 296% over the past year. The company is forecast to post earnings per share of JP¥388 for next year compared to JP¥248 last year. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥10,360, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 583% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,787 per share. Price Target Changed • Feb 09
Price target increased by 8.4% to JP¥7,267 Up from JP¥6,705, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥7,540. Stock is up 163% over the past year. The company is forecast to post earnings per share of JP¥373 for next year compared to JP¥248 last year. Announcement • Feb 05
Sumitomo Electric Industries, Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2026 Sumitomo Electric Industries, Ltd. revised consolidated earnings guidance for the full year ending March 31, 2026. For the year, the company expects net sales of JPY 4,900,000 million, Operating profit of JPY 375,000 million, Profit attributable to owners of parent of JPY 320,000 million and Basic earnings per share of JPY 410.30 per share compared to previous guidance of net sales of JPY 4,750,000 million, Operating profit of JPY 340,000 million, Profit attributable to owners of parent of JPY 230,000 million and Basic earnings per share of JPY 294.90 per share. Reported Earnings • Feb 04
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third quarter 2026 results: EPS: JP¥102 (up from JP¥48.64 in 3Q 2025). Revenue: JP¥1.31t (up 10% from 3Q 2025). Net income: JP¥79.3b (up 109% from 3Q 2025). Profit margin: 6.0% (up from 3.2% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to stay flat during the next 3 years compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥7,720, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,666 per share. Buy Or Sell Opportunity • Jan 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 34% to JP¥6,687. The fair value is estimated to be JP¥5,571, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Buy Or Sell Opportunity • Jan 07
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 44% to JP¥6,670. The fair value is estimated to be JP¥5,538, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Buy Or Sell Opportunity • Dec 22
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 63% to JP¥6,761. The fair value is estimated to be JP¥5,467, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 10% per annum over the same time period. Announcement • Dec 17
Sumitomo Electric Industries, Ltd. (TSE:5802) completed the acquisition of additional 49.4% stake in Sumitomo Riko Company Limited (TSE:5191) from a group of shareholders. Sumitomo Electric Industries, Ltd. (TSE:5802) proposed to acquire an additional 49.4% stake in Sumitomo Riko Company Limited (TSE:5191) from a group of shareholders for approximately ¥130 billion on October 29, 2025. A cash consideration of ¥133.35 billion valued at ¥2600 per share will be paid by Sumitomo Electric Industries, Ltd for 51.2897 million. Upon completion, Sumitomo Electric Industries, Ltd. will own 99.04% stake in Sumitomo Riko Company Limited.
The transaction is subject to minimum tender of 16,681,702 shares. Sumitomo Electric Industries intends to proceed with Squeeze-Out if minimum tender is achieved. The transaction has been unanimously approved by target board. The Board of Directors of Sumitomo Riko Company Limited formed a special committee for the transaction. The expected completion of the transaction is December 15, 2025.
JPMorgan Securities Japan Co., Ltd. acted as financial advisor for Sumitomo Electric Industries, Ltd. Plutus Consulting Co., Ltd. acted as financial advisor for special committee of Sumitomo Riko Company Limited. Anderson Mori & Tomotsune acted as legal advisor for Sumitomo Riko Company Limited. Daiwa Securities Capital Markets Co. Ltd. acted as fairness opinion provider for special committee of Sumitomo Riko Company Limited. Plutus Consulting Co., Ltd. acted as fairness opinion provider for special committee of Sumitomo Riko Company Limited.
Sumitomo Electric Industries, Ltd. (TSE:5802) completed the acquisition of additional 49.4% stake in Sumitomo Riko Company Limited (TSE:5191) from a group of shareholders on December 15, 2025. Minimum tender was achieved. New Risk • Dec 08
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Dec 03
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 67% to JP¥6,839. The fair value is estimated to be JP¥5,476, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period. Price Target Changed • Dec 02
Price target increased by 11% to JP¥5,967 Up from JP¥5,359, the current price target is an average from 9 analysts. New target price is 9.1% below last closing price of JP¥6,565. Stock is up 118% over the past year. The company is forecast to post earnings per share of JP¥317 for next year compared to JP¥248 last year. Declared Dividend • Dec 02
First half dividend of JP¥68.00 announced Shareholders will receive a dividend of JP¥68.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Nov 29
Sumitomo Electric Industries, Ltd. to Report Q3, 2026 Results on Feb 03, 2026 Sumitomo Electric Industries, Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026 Buy Or Sell Opportunity • Nov 19
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 53% to JP¥5,982. The fair value is estimated to be JP¥4,959, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period. Major Estimate Revision • Nov 07
Consensus EPS estimates increase by 17% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥4.69t to JP¥4.77t. EPS estimate increased from JP¥268 to JP¥312 per share. Net income forecast to grow 15% next year vs 8.4% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥4,618 to JP¥5,359. Share price rose 4.3% to JP¥5,895 over the past week. New Risk • Nov 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change). Price Target Changed • Nov 04
Price target increased by 9.4% to JP¥4,931 Up from JP¥4,508, the current price target is an average from 9 analysts. New target price is 19% below last closing price of JP¥6,060. Stock is up 135% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥248 last year. Buy Or Sell Opportunity • Nov 04
Now 28% overvalued after recent price rise Over the last 90 days, the stock has risen 52% to JP¥6,060. The fair value is estimated to be JP¥4,738, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Reported Earnings • Nov 01
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: JP¥80.55 (up from JP¥56.41 in 2Q 2025). Revenue: JP¥1.23t (up 8.2% from 2Q 2025). Net income: JP¥62.8b (up 43% from 2Q 2025). Profit margin: 5.1% (up from 3.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 30
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥5,314, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 268% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,980 per share. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.0%). Price Target Changed • Sep 04
Price target increased by 8.9% to JP¥4,353 Up from JP¥3,998, the current price target is an average from 9 analysts. New target price is 6.1% above last closing price of JP¥4,102. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥273 for next year compared to JP¥248 last year. Announcement • Sep 02
Sumitomo Electric Industries, Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Sumitomo Electric Industries, Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Buy Or Sell Opportunity • Aug 14
Now 22% undervalued Over the last 90 days, the stock has risen 48% to JP¥3,927. The fair value is estimated to be JP¥5,003, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 7.3% per annum over the same time period. Price Target Changed • Aug 05
Price target increased by 9.6% to JP¥3,920 Up from JP¥3,578, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥3,918. Stock is up 87% over the past year. The company is forecast to post earnings per share of JP¥270 for next year compared to JP¥248 last year. Reported Earnings • Aug 01
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: JP¥45.03 (up from JP¥40.73 in 1Q 2025). Revenue: JP¥1.15t (up 2.9% from 1Q 2025). Net income: JP¥35.1b (up 11% from 1Q 2025). Profit margin: 3.1% (up from 2.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 34% per year. Price Target Changed • Jul 30
Price target increased by 7.5% to JP¥3,667 Up from JP¥3,411, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥3,604. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥248 last year. Declared Dividend • Jul 09
Final dividend of JP¥50.00 announced Shareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jun 07
Sumitomo Electric Industries, Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Sumitomo Electric Industries, Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Price Target Changed • Jun 05
Price target increased by 8.3% to JP¥3,296 Up from JP¥3,044, the current price target is an average from 8 analysts. New target price is 12% above last closing price of JP¥2,954. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥248 last year. Reported Earnings • May 14
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥248 (up from JP¥192 in FY 2024). Revenue: JP¥4.68t (up 6.3% from FY 2024). Net income: JP¥193.8b (up 29% from FY 2024). Profit margin: 4.1% (up from 3.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 24% per year. New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.2% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,264, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Auto Components industry in Japan. Total returns to shareholders of 81% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥41.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%). Announcement • Mar 11
Sumitomo Electric Industries, Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Sumitomo Electric Industries, Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Reported Earnings • Feb 05
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: EPS: JP¥48.64 (down from JP¥64.75 in 3Q 2024). Revenue: JP¥1.19t (up 3.8% from 3Q 2024). Net income: JP¥37.9b (down 25% from 3Q 2024). Profit margin: 3.2% (down from 4.4% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Announcement • Dec 13
Sumitomo Electric Industries, Ltd. to Report Q3, 2025 Results on Feb 04, 2025 Sumitomo Electric Industries, Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025 Declared Dividend • Dec 03
First half dividend of JP¥41.00 announced Shareholders will receive a dividend of JP¥41.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 2.5%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Price Target Changed • Nov 29
Price target increased by 8.4% to JP¥3,145 Up from JP¥2,903, the current price target is an average from 8 analysts. New target price is 9.0% above last closing price of JP¥2,886. Stock is up 56% over the past year. The company is forecast to post earnings per share of JP¥201 for next year compared to JP¥192 last year. New Risk • Nov 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.6% average weekly change). Reported Earnings • Nov 03
Second quarter 2025 earnings: EPS exceeds analyst expectations Second quarter 2025 results: EPS: JP¥56.41 (up from JP¥31.76 in 2Q 2024). Revenue: JP¥1.13t (up 5.0% from 2Q 2024). Net income: JP¥44.0b (up 78% from 2Q 2024). Profit margin: 3.9% (up from 2.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥36.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%). Announcement • Sep 06
Sumitomo Electric Industries, Ltd. to Report Q2, 2025 Results on Nov 01, 2024 Sumitomo Electric Industries, Ltd. announced that they will report Q2, 2025 results on Nov 01, 2024 New Risk • Aug 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.2% average weekly change). Reported Earnings • Aug 02
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: JP¥40.73 (up from JP¥2.47 in 1Q 2024). Revenue: JP¥1.12t (up 12% from 1Q 2024). Net income: JP¥31.8b (up JP¥29.8b from 1Q 2024). Profit margin: 2.8% (up from 0.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year. 
