Sumitomo Bakelite（SZ8）株式概要住友ベークライト株式会社は、子会社とともに、半導体材料、プラスチック製品、ライフサイエンス製品の研究開発、製造、販売を国内外で行っている。 詳細SZ8 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より46.4%で取引されている 収益は年間9.01%増加すると予測されています 過去1年間で収益は45.3%増加しました リスク分析不安定な配当実績 すべてのリスクチェックを見るSZ8 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€37.200.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0437b2016201920222025202620282031Revenue JP¥436.8bEarnings JP¥38.3bAdvancedSet Fair ValueView all narrativesSumitomo Bakelite Company Limited 競合他社AlzChem GroupSymbol: XTRA:ACTMarket cap: €1.9bEvonik IndustriesSymbol: XTRA:EVKMarket cap: €7.8bSymriseSymbol: XTRA:SY1Market cap: €10.9bUzin UtzSymbol: XTRA:UZUMarket cap: €303.7m価格と性能株価の高値、安値、推移の概要Sumitomo Bakelite過去の株価現在の株価JP¥37.2052週高値JP¥37.8052週安値JP¥22.80ベータ0.741ヶ月の変化26.53%3ヶ月変化15.53%1年変化55.00%3年間の変化94.26%5年間の変化101.57%IPOからの変化402.70%最新ニュースReported Earnings • May 12Full year 2026 earnings released: EPS: JP¥320 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.最新情報をもっと見るRecent updatesReported Earnings • May 12Full year 2026 earnings released: EPS: JP¥320 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.お知らせ • Jan 23Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion.Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion on January 22, 2026. A cash consideration of ¥30 billion will be paid by Sumitomo Bakelite Company Limited. The final acquisition cost will be determined after the price adjustment based on the share purchase agreement. A new company will be established by Kyocera in which the Chemical Business will be transferred and post the aforesaid acquisition the new company will become a subsidiary of Sumitomo Bakelite Company Limited. The expected completion of the transaction is October 2026.お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 199%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% 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 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥84.99 (vs JP¥68.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.99 (up from JP¥68.40 in 1Q 2025). Revenue: JP¥77.7b (up 1.4% from 1Q 2025). Net income: JP¥7.45b (up 17% from 1Q 2025). Profit margin: 9.6% (up from 8.3% in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 210%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥234 in FY 2024)Full year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 03Sumitomo Bakelite Company Limited to Report Q1, 2026 Results on Aug 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥209 (vs JP¥234 in FY 2024)Full year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12+ 4 more updatesSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025.Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €19.80. The fair value is estimated to be €25.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 21+ 1 more updateSumitomo Bakelite Company Limited Proposes Commemorative Dividend for the Fiscal Year Ending March 31, 2025Sumitomo Bakelite Company Limited proposed commemorative dividend of JPY 5 per share for the fiscal year ending March 31, 2025. The Company plans to propose the dividend for the fiscal year ending March 31, 2025 at the ordinary general meeting of shareholders to be held in June 2025.お知らせ • Mar 04Sumitomo Bakelite Company Limited to Report Fiscal Year 2025 Results on May 12, 2025Sumitomo Bakelite Company Limited announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Feb 04Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: JP¥62.4b (down 15% from 3Q 2024). Net income: JP¥5.26b (down 24% from 3Q 2024). Profit margin: 8.4% (down from 9.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03Sumitomo Bakelite Company Limited (TSE:4203) announces an Equity Buyback for 5,508,100 shares, representing 5.91% for ¥19,999.91 million.Sumitomo Bakelite Company Limited (TSE:4203) announces a share repurchase program. Under the program, the company will repurchase up to 5,508,100 shares, representing 5.91% of its share capital, for ¥19,999.91 million. The shares will be repurchased at ¥3,631 per share. The purpose of the program is tto enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. As of December 31, 2024, the company had 93,144,000 shares in issue (excluding treasury stock) and 613,956 shares in treasury.お知らせ • Dec 05Sumitomo Bakelite Company Limited to Report Q3, 2025 Results on Feb 03, 2025Sumitomo Bakelite Company Limited announced that they will report Q3, 2025 results on Feb 03, 2025Buy Or Sell Opportunity • Dec 04Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €22.60. The fair value is estimated to be €28.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 195%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 07First half 2025 earnings released: EPS: JP¥137 (vs JP¥118 in 1H 2024)First half 2025 results: EPS: JP¥137 (up from JP¥118 in 1H 2024). Revenue: JP¥153.1b (up 7.9% from 1H 2024). Net income: JP¥12.7b (up 15% from 1H 2024). Profit margin: 8.3% (up from 7.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.お知らせ • Oct 31Sumitomo Bakelite Company Limited Declares Dividends of Surplus (Interim Dividend), Payable December 2, 2024Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2024 at the meeting of the Board of Directors held on October 31, 2024, of JPY 45.00 Dividend per share Record date September 30, 2024; Effective date December 2, 2024. Total amount of dividends: JPY 4,191 million. A two-for-one common stock split was issued on April 1, 2024. For the fiscal year ended March 31, 2024, the actual dividend amount before the stock split is shown.Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.1%).お知らせ • Aug 28Sumitomo Bakelite Company Limited to Report Q2, 2025 Results on Nov 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥75.16 (vs JP¥60.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.16 (up from JP¥60.78 in 1Q 2024). Revenue: JP¥76.7b (up 9.1% from 1Q 2024). Net income: JP¥7.00b (up 23% from 1Q 2024). Profit margin: 9.1% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% 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 (7.4% average weekly change).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €19.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.60 per share.Buy Or Sell Opportunity • Aug 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €23.00. The fair value is estimated to be €30.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 172%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% 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 decline by 17% over the next 3 years. However, it would need to fall by 67% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jun 08Sumitomo Bakelite Company Limited to Report Q1, 2025 Results on Aug 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q1, 2025 results on Aug 05, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥467 (vs JP¥216 in FY 2023)Full year 2024 results: EPS: JP¥467 (up from JP¥216 in FY 2023). Revenue: JP¥287.3b (flat on FY 2023). Net income: JP¥21.8b (up 7.6% from FY 2023). Profit margin: 7.6% (up from 7.1% in FY 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).お知らせ • Mar 02Sumitomo Bakelite Company Limited to Report Fiscal Year 2024 Results on May 13, 2024Sumitomo Bakelite Company Limited announced that they will report fiscal year 2024 results on May 13, 2024Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €49.50. The fair value is estimated to be €62.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥147 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥147 in 3Q 2023). Revenue: JP¥73.5b (flat on 3Q 2023). Net income: JP¥6.96b (flat on 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 12% to €47.00. The fair value is estimated to be €59.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Nov 30Sumitomo Bakelite Company Limited to Report Q3, 2024 Results on Feb 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥115 (vs JP¥96.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥115 (up from JP¥96.06 in 2Q 2023). Revenue: JP¥71.7b (flat on 2Q 2023). Net income: JP¥5.36b (up 19% from 2Q 2023). Profit margin: 7.5% (up from 6.3% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31Sumitomo Bakelite Company Limited Announces Dividends of Surplus (Interim Dividend), Effective Date December 1, 2023Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2023 at the meeting of the Board of Directors held on October 31, 2023, of JPY 70.00 Dividend per share Record date September 30, 2023; Effective date December 1, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥70.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).お知らせ • Sep 15Sumitomo Bakelite Company Limited to Report Q2, 2024 Results on Nov 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥122 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥122 (up from JP¥100 in 1Q 2023). Revenue: JP¥70.3b (down 2.1% from 1Q 2023). Net income: JP¥5.71b (up 21% from 1Q 2023). Profit margin: 8.1% (up from 6.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥431 (vs JP¥389 in FY 2022)Full year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 16Sumitomo Bakelite Company Limited to Report Q1, 2024 Results on Aug 07, 2023Sumitomo Bakelite Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥431 (vs JP¥389 in FY 2022)Full year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 17+ 1 more updateSumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥147 (vs JP¥125 in 3Q 2022)Third quarter 2023 results: EPS: JP¥147 (up from JP¥125 in 3Q 2022). Revenue: JP¥73.2b (up 8.2% from 3Q 2022). Net income: JP¥6.93b (up 18% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 29Sumitomo Bakelite Company Limited to Report Q3, 2023 Results on Feb 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q3, 2023 results on Feb 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Etsuko Nagashima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥96.04 (vs JP¥107 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.04 (down from JP¥107 in 2Q 2022). Revenue: JP¥71.7b (up 9.3% from 2Q 2022). Net income: JP¥4.52b (down 10% from 2Q 2022). Profit margin: 6.3% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).お知らせ • Sep 02Sumitomo Bakelite Company Limited to Report Q2, 2023 Results on Nov 07, 2022Sumitomo Bakelite Company Limited announced that they will report Q2, 2023 results on Nov 07, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥100 (vs JP¥111 in 1Q 2022)First quarter 2023 results: EPS: JP¥100 (down from JP¥111 in 1Q 2022). Revenue: JP¥71.7b (up 14% from 1Q 2022). Net income: JP¥4.71b (down 10% from 1Q 2022). Profit margin: 6.6% (down from 8.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Sumitomo Bakelite Company Limited to Report Q1, 2023 Results on Aug 08, 2022Sumitomo Bakelite Company Limited announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 21Full year 2022 earnings released: EPS: JP¥389 (vs JP¥280 in FY 2021)Full year 2022 results: EPS: JP¥389 (up from JP¥280 in FY 2021). Revenue: JP¥263.1b (up 26% from FY 2021). Net income: JP¥18.3b (up 39% from FY 2021). Profit margin: 7.0% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 23, 2022Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Outside Independent Director Etsuko Nagashima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Sumitomo Bakelite Company Limited to Report Fiscal Year 2022 Results on May 16, 2022Sumitomo Bakelite Company Limited announced that they will report fiscal year 2022 results on May 16, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥125 (down from JP¥183 in 3Q 2021). Revenue: JP¥67.6b (up 15% from 3Q 2021). Net income: JP¥5.86b (down 32% from 3Q 2021). Profit margin: 8.7% (down from 15% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 2.2%, compared to a 6.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥107 (vs JP¥27.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥65.7b (up 41% from 2Q 2021). Net income: JP¥5.03b (up 284% from 2Q 2021). Profit margin: 7.7% (up from 2.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to €44.38, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.80 per share.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥111 (vs JP¥39.40 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥62.7b (up 44% from 1Q 2021). Net income: JP¥5.24b (up 183% from 1Q 2021). Profit margin: 8.4% (up from 4.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥280 (vs JP¥191 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥209.0b (up 1.2% from FY 2020). Net income: JP¥13.2b (up 47% from FY 2020). Profit margin: 6.3% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • May 21Full year 2021 earnings released: EPS JP¥280 (vs JP¥191 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥209.0b (up 1.2% from FY 2020). Net income: JP¥13.2b (up 47% from FY 2020). Profit margin: 6.3% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥30.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.2% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).Is New 90 Day High Low • Mar 10New 90-day high: €34.99The company is up 24% from its price of €28.30 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.58 per share.Reported Earnings • Feb 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥58.8b (up 12% from 3Q 2020). Net income: JP¥8.63b (up 219% from 3Q 2020). Profit margin: 15% (up from 5.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 9.4%. Over the next year, revenue is forecast to grow 9.9%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Feb 03New 90-day high: €32.42The company is up 33% from its price of €24.44 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.35 per share.Is New 90 Day High Low • Jan 06New 90-day high: €28.95The company is up 24% from its price of €23.42 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.22 per share.Is New 90 Day High Low • Dec 15New 90-day high: €28.46The company is up 17% from its price of €24.41 on 15 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.39 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥27.84The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥46.5b (down 12% from 2Q 2020). Net income: JP¥1.31b (down 61% from 2Q 2020). Profit margin: 2.8% (down from 6.4% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 4.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Nov 11New 90-day high: €25.53The company is up 11% from its price of €22.90 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.68 per share.Is New 90 Day High Low • Oct 24New 90-day high: €24.99The company is up 6.0% from its price of €23.64 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.67 per share.お知らせ • Oct 10+ 1 more updateSumitomo Bakelite Company Limited to Report Fiscal Year 2021 Results on May 17, 2021Sumitomo Bakelite Company Limited announced that they will report fiscal year 2021 results on May 17, 2021お知らせ • Sep 27Sumitomo Bakelite Company Limited to Report Q2, 2021 Results on Nov 09, 2020Sumitomo Bakelite Company Limited announced that they will report Q2, 2021 results on Nov 09, 2020株主還元SZ8DE ChemicalsDE 市場7D-1.6%-0.8%0.7%1Y55.0%3.8%2.0%株主還元を見る業界別リターン: SZ8過去 1 年間で3.8 % の収益を上げたGerman Chemicals業界を上回りました。リターン対市場: SZ8過去 1 年間で2 % の収益を上げたGerman市場を上回りました。価格変動Is SZ8's price volatile compared to industry and market?SZ8 volatilitySZ8 Average Weekly Movement7.5%Chemicals Industry Average Movement5.7%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: SZ8 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SZ8の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19327,981Shinichi Kajiyawww.sumibe.co.jp住友ベークライト(株)は、子会社とともに、半導体材料、プラスチック製品、ライフサイエンス製品の研究開発、製造、販売を国内外で行っている。半導体デバイス封止用エポキシ樹脂成形材料、半導体ウェハー用感光性コーティング樹脂、半導体デバイス用液状樹脂、半導体パッケージ用基板材料などを提供している。また、医療機器・医薬品、メラミン樹脂化粧板・シート、ビニル樹脂シート・多層シート、鮮度保持フィルム、ポリカーボネート樹脂板、塩化ビニル樹脂板、防水工事の設計・請負、バイオ関連製品も提供している。また、フェノール樹脂成形コンパウンド、工業用フェノール樹脂、成形部品、合成樹脂接着剤、フェノール樹脂銅張積層板、エポキシ樹脂銅張積層板、航空機内装部品などを提供している。自動車・鉄道・航空機、電気・電子機器、建築・住宅、産業資材、医療機関・研究所、バイオ、農業、機能性包装の各分野や、店舗内装などの分野で事業を展開している。住友ベークライト株式会社は1932年に設立され、東京に本社を置く。もっと見るSumitomo Bakelite Company Limited 基礎のまとめSumitomo Bakelite の収益と売上を時価総額と比較するとどうか。SZ8 基礎統計学時価総額€3.05b収益（TTM）€150.78m売上高(TTM)€1.72b20.3xPER（株価収益率1.8xP/SレシオSZ8 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SZ8 損益計算書（TTM）収益JP¥319.87b売上原価JP¥219.76b売上総利益JP¥100.11bその他の費用JP¥72.09b収益JP¥28.01b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）340.69グロス・マージン31.30%純利益率8.76%有利子負債／自己資本比率7.8%SZ8 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り34%配当性向SZ8 配当は確実ですか？SZ8 配当履歴とベンチマークを見るSZ8 、いつまでに購入すれば配当金を受け取れますか？Sumitomo Bakelite 配当日配当落ち日Mar 30 2026配当支払日Jun 25 2026配当落ちまでの日数63 days配当支払日までの日数24 daysSZ8 配当は確実ですか？SZ8 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 18:10終値2026/05/29 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sumitomo Bakelite Company Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Niima KomuraBofA Global ResearchTakao KanaiCitigroup IncMasao YoshidaCLSA17 その他のアナリストを表示
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥320 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).
お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.
Reported Earnings • May 12Full year 2026 earnings released: EPS: JP¥320 (vs JP¥209 in FY 2025)Full year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.2%).
お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.
お知らせ • Jan 23Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion.Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion on January 22, 2026. A cash consideration of ¥30 billion will be paid by Sumitomo Bakelite Company Limited. The final acquisition cost will be determined after the price adjustment based on the share purchase agreement. A new company will be established by Kyocera in which the Chemical Business will be transferred and post the aforesaid acquisition the new company will become a subsidiary of Sumitomo Bakelite Company Limited. The expected completion of the transaction is October 2026.
お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026
Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 199%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% 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 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.4%).
お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥84.99 (vs JP¥68.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.99 (up from JP¥68.40 in 1Q 2025). Revenue: JP¥77.7b (up 1.4% from 1Q 2025). Net income: JP¥7.45b (up 17% from 1Q 2025). Profit margin: 9.6% (up from 8.3% in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 210%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2025 earnings released: EPS: JP¥209 (vs JP¥234 in FY 2024)Full year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 03Sumitomo Bakelite Company Limited to Report Q1, 2026 Results on Aug 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • May 13Full year 2025 earnings released: EPS: JP¥209 (vs JP¥234 in FY 2024)Full year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12+ 4 more updatesSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025.
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to €19.80. The fair value is estimated to be €25.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 21+ 1 more updateSumitomo Bakelite Company Limited Proposes Commemorative Dividend for the Fiscal Year Ending March 31, 2025Sumitomo Bakelite Company Limited proposed commemorative dividend of JPY 5 per share for the fiscal year ending March 31, 2025. The Company plans to propose the dividend for the fiscal year ending March 31, 2025 at the ordinary general meeting of shareholders to be held in June 2025.
お知らせ • Mar 04Sumitomo Bakelite Company Limited to Report Fiscal Year 2025 Results on May 12, 2025Sumitomo Bakelite Company Limited announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Feb 04Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: JP¥62.4b (down 15% from 3Q 2024). Net income: JP¥5.26b (down 24% from 3Q 2024). Profit margin: 8.4% (down from 9.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03Sumitomo Bakelite Company Limited (TSE:4203) announces an Equity Buyback for 5,508,100 shares, representing 5.91% for ¥19,999.91 million.Sumitomo Bakelite Company Limited (TSE:4203) announces a share repurchase program. Under the program, the company will repurchase up to 5,508,100 shares, representing 5.91% of its share capital, for ¥19,999.91 million. The shares will be repurchased at ¥3,631 per share. The purpose of the program is tto enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. As of December 31, 2024, the company had 93,144,000 shares in issue (excluding treasury stock) and 613,956 shares in treasury.
お知らせ • Dec 05Sumitomo Bakelite Company Limited to Report Q3, 2025 Results on Feb 03, 2025Sumitomo Bakelite Company Limited announced that they will report Q3, 2025 results on Feb 03, 2025
Buy Or Sell Opportunity • Dec 04Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €22.60. The fair value is estimated to be €28.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 195%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 07First half 2025 earnings released: EPS: JP¥137 (vs JP¥118 in 1H 2024)First half 2025 results: EPS: JP¥137 (up from JP¥118 in 1H 2024). Revenue: JP¥153.1b (up 7.9% from 1H 2024). Net income: JP¥12.7b (up 15% from 1H 2024). Profit margin: 8.3% (up from 7.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Oct 31Sumitomo Bakelite Company Limited Declares Dividends of Surplus (Interim Dividend), Payable December 2, 2024Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2024 at the meeting of the Board of Directors held on October 31, 2024, of JPY 45.00 Dividend per share Record date September 30, 2024; Effective date December 2, 2024. Total amount of dividends: JPY 4,191 million. A two-for-one common stock split was issued on April 1, 2024. For the fiscal year ended March 31, 2024, the actual dividend amount before the stock split is shown.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.1%).
お知らせ • Aug 28Sumitomo Bakelite Company Limited to Report Q2, 2025 Results on Nov 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥75.16 (vs JP¥60.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.16 (up from JP¥60.78 in 1Q 2024). Revenue: JP¥76.7b (up 9.1% from 1Q 2024). Net income: JP¥7.00b (up 23% from 1Q 2024). Profit margin: 9.1% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% 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 (7.4% average weekly change).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €19.80, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.60 per share.
Buy Or Sell Opportunity • Aug 03Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €23.00. The fair value is estimated to be €30.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 172%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% 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 decline by 17% over the next 3 years. However, it would need to fall by 67% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jun 08Sumitomo Bakelite Company Limited to Report Q1, 2025 Results on Aug 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q1, 2025 results on Aug 05, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥467 (vs JP¥216 in FY 2023)Full year 2024 results: EPS: JP¥467 (up from JP¥216 in FY 2023). Revenue: JP¥287.3b (flat on FY 2023). Net income: JP¥21.8b (up 7.6% from FY 2023). Profit margin: 7.6% (up from 7.1% in FY 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
お知らせ • Mar 02Sumitomo Bakelite Company Limited to Report Fiscal Year 2024 Results on May 13, 2024Sumitomo Bakelite Company Limited announced that they will report fiscal year 2024 results on May 13, 2024
Buy Or Sell Opportunity • Feb 20Now 21% undervaluedOver the last 90 days, the stock has risen 17% to €49.50. The fair value is estimated to be €62.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥147 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥147 in 3Q 2023). Revenue: JP¥73.5b (flat on 3Q 2023). Net income: JP¥6.96b (flat on 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
Buy Or Sell Opportunity • Jan 24Now 21% undervaluedOver the last 90 days, the stock has risen 12% to €47.00. The fair value is estimated to be €59.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Nov 30Sumitomo Bakelite Company Limited to Report Q3, 2024 Results on Feb 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥115 (vs JP¥96.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥115 (up from JP¥96.06 in 2Q 2023). Revenue: JP¥71.7b (flat on 2Q 2023). Net income: JP¥5.36b (up 19% from 2Q 2023). Profit margin: 7.5% (up from 6.3% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31Sumitomo Bakelite Company Limited Announces Dividends of Surplus (Interim Dividend), Effective Date December 1, 2023Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2023 at the meeting of the Board of Directors held on October 31, 2023, of JPY 70.00 Dividend per share Record date September 30, 2023; Effective date December 1, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥70.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
お知らせ • Sep 15Sumitomo Bakelite Company Limited to Report Q2, 2024 Results on Nov 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥122 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥122 (up from JP¥100 in 1Q 2023). Revenue: JP¥70.3b (down 2.1% from 1Q 2023). Net income: JP¥5.71b (up 21% from 1Q 2023). Profit margin: 8.1% (up from 6.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥431 (vs JP¥389 in FY 2022)Full year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 16Sumitomo Bakelite Company Limited to Report Q1, 2024 Results on Aug 07, 2023Sumitomo Bakelite Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 19Full year 2023 earnings released: EPS: JP¥431 (vs JP¥389 in FY 2022)Full year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17+ 1 more updateSumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥147 (vs JP¥125 in 3Q 2022)Third quarter 2023 results: EPS: JP¥147 (up from JP¥125 in 3Q 2022). Revenue: JP¥73.2b (up 8.2% from 3Q 2022). Net income: JP¥6.93b (up 18% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 29Sumitomo Bakelite Company Limited to Report Q3, 2023 Results on Feb 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q3, 2023 results on Feb 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Etsuko Nagashima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥96.04 (vs JP¥107 in 2Q 2022)Second quarter 2023 results: EPS: JP¥96.04 (down from JP¥107 in 2Q 2022). Revenue: JP¥71.7b (up 9.3% from 2Q 2022). Net income: JP¥4.52b (down 10% from 2Q 2022). Profit margin: 6.3% (down from 7.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
お知らせ • Sep 02Sumitomo Bakelite Company Limited to Report Q2, 2023 Results on Nov 07, 2022Sumitomo Bakelite Company Limited announced that they will report Q2, 2023 results on Nov 07, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥100 (vs JP¥111 in 1Q 2022)First quarter 2023 results: EPS: JP¥100 (down from JP¥111 in 1Q 2022). Revenue: JP¥71.7b (up 14% from 1Q 2022). Net income: JP¥4.71b (down 10% from 1Q 2022). Profit margin: 6.6% (down from 8.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.6%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Sumitomo Bakelite Company Limited to Report Q1, 2023 Results on Aug 08, 2022Sumitomo Bakelite Company Limited announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 21Full year 2022 earnings released: EPS: JP¥389 (vs JP¥280 in FY 2021)Full year 2022 results: EPS: JP¥389 (up from JP¥280 in FY 2021). Revenue: JP¥263.1b (up 26% from FY 2021). Net income: JP¥18.3b (up 39% from FY 2021). Profit margin: 7.0% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.3%, compared to a 6.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 23, 2022Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 7 non-independent directors. Outside Independent Director Etsuko Nagashima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Sumitomo Bakelite Company Limited to Report Fiscal Year 2022 Results on May 16, 2022Sumitomo Bakelite Company Limited announced that they will report fiscal year 2022 results on May 16, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥125 (down from JP¥183 in 3Q 2021). Revenue: JP¥67.6b (up 15% from 3Q 2021). Net income: JP¥5.86b (down 32% from 3Q 2021). Profit margin: 8.7% (down from 15% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 2.2%, compared to a 6.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥107 (vs JP¥27.84 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥65.7b (up 41% from 2Q 2021). Net income: JP¥5.03b (up 284% from 2Q 2021). Profit margin: 7.7% (up from 2.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 22% share price gain to €44.38, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €52.80 per share.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥111 (vs JP¥39.40 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥62.7b (up 44% from 1Q 2021). Net income: JP¥5.24b (up 183% from 1Q 2021). Profit margin: 8.4% (up from 4.2% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥280 (vs JP¥191 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥209.0b (up 1.2% from FY 2020). Net income: JP¥13.2b (up 47% from FY 2020). Profit margin: 6.3% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 21Full year 2021 earnings released: EPS JP¥280 (vs JP¥191 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥209.0b (up 1.2% from FY 2020). Net income: JP¥13.2b (up 47% from FY 2020). Profit margin: 6.3% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥30.00 Per ShareWill be paid on the 25th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.2% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.6%).
Is New 90 Day High Low • Mar 10New 90-day high: €34.99The company is up 24% from its price of €28.30 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.58 per share.
Reported Earnings • Feb 11Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥58.8b (up 12% from 3Q 2020). Net income: JP¥8.63b (up 219% from 3Q 2020). Profit margin: 15% (up from 5.1% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 9.4%. Over the next year, revenue is forecast to grow 9.9%, compared to a 5.1% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Feb 03New 90-day high: €32.42The company is up 33% from its price of €24.44 on 04 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €56.35 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €28.95The company is up 24% from its price of €23.42 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.22 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €28.46The company is up 17% from its price of €24.41 on 15 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €55.39 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥27.84The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥46.5b (down 12% from 2Q 2020). Net income: JP¥1.31b (down 61% from 2Q 2020). Profit margin: 2.8% (down from 6.4% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 4.9%, compared to a 3.1% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Nov 11New 90-day high: €25.53The company is up 11% from its price of €22.90 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.68 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €24.99The company is up 6.0% from its price of €23.64 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €34.67 per share.
お知らせ • Oct 10+ 1 more updateSumitomo Bakelite Company Limited to Report Fiscal Year 2021 Results on May 17, 2021Sumitomo Bakelite Company Limited announced that they will report fiscal year 2021 results on May 17, 2021
お知らせ • Sep 27Sumitomo Bakelite Company Limited to Report Q2, 2021 Results on Nov 09, 2020Sumitomo Bakelite Company Limited announced that they will report Q2, 2021 results on Nov 09, 2020
