Sumitomo Bakelite（4203）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4203 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2/6過去の実績5/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より50.6%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JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る4203 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 ValueJP¥Current PriceJP¥6.69k5.4% 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Kansai PaintSymbol: TSE:4613Market cap: JP¥392.3bC.UyemuraLtdSymbol: TSE:4966Market cap: JP¥397.0bFuso ChemicalLtdSymbol: TSE:4368Market cap: JP¥422.1bDICSymbol: TSE:4631Market cap: JP¥350.2b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¥6,691.0052週高値JP¥6,758.0052週安値JP¥3,474.00ベータ0.741ヶ月の変化26.56%3ヶ月変化19.52%1年変化82.91%3年間の変化143.31%5年間の変化214.13%IPOからの変化372.03%最新ニュースお知らせ • 11hSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.ライブニュース • 12hSumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.Reported Earnings • 16hFull year 2026 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. 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 34% per year, which means it is tracking significantly ahead of earnings growth.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 Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.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最新情報をもっと見るRecent updatesお知らせ • 11hSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.ライブニュース • 12hSumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.Reported Earnings • 16hFull year 2026 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. 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 34% per year, which means it is tracking significantly ahead of earnings growth.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 Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.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分析記事 • Feb 06Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...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 4.4% growth forecast for the Chemicals industry in Japan. 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 35% 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.分析記事 • Jan 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...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.分析記事 • Jan 14Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Matching Investor OpinionSumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a...分析記事 • Dec 16Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend from last year's...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分析記事 • Dec 02Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last YearSumitomo Bakelite Company Limited ( TSE:4203 ) will increase its dividend from last year's comparable payment on the...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 2.1%, which is lower than the industry average of 2.2%. 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.Price Target Changed • Nov 19Price target increased by 8.8% to JP¥5,716Up from JP¥5,256, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥4,863. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥209 last year.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 4.1% growth forecast for the Chemicals industry in Japan. 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 36% 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: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Sep 01Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00Sumitomo Bakelite Company Limited's ( TSE:4203 ) investors are due to receive a payment of ¥50.00 per share on 2nd of...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分析記事 • Aug 27These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Aug 06Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This YearTSE:4203 1 Year Share Price vs Fair Value Explore Sumitomo Bakelite's Fair Values from the Community and select yours...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 4.1% growth forecast for the Chemicals industry in Japan. 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 30% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be ¥50.00Sumitomo Bakelite Company Limited ( TSE:4203 ) will pay a dividend of ¥50.00 on the 2nd of December. This makes the...分析記事 • Jul 09Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will pay a dividend on the 2nd of...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 2.4%, which is higher than the industry average of 2.2%. 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.分析記事 • Jun 27Some May Be Optimistic About Sumitomo Bakelite's (TSE:4203) EarningsThe market for Sumitomo Bakelite Company Limited's ( TSE:4203 ) shares didn't move much after it posted weak earnings...Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. 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 24% 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分析記事 • May 31Are Investors Undervaluing Sumitomo Bakelite Company Limited (TSE:4203) By 35%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥6,040 Sumitomo...Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. 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 19% 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.分析記事 • Apr 10Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 16.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...Buy Or Sell Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,340. The fair value is estimated to be JP¥4,220, 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.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).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, 2025Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥3,479. The fair value is estimated to be JP¥4,355, 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 4.9% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • Feb 20These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: JP¥1.22 (vs JP¥74.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.22 (down from JP¥74.68 in 3Q 2024). Revenue: JP¥78.0b (up 6.0% from 3Q 2024). Net income: JP¥114.0m (down 98% from 3Q 2024). Profit margin: 0.1% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.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.Buy Or Sell Opportunity • Jan 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥3,668. The fair value is estimated to be JP¥4,671, 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.分析記事 • Jan 14Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥4,702 With...分析記事 • Dec 26Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?Sumitomo Bakelite Company Limited ( TSE:4203 ), might not be a large cap stock, but it saw significant share price...Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥3,768. The fair value is estimated to be JP¥4,711, 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 9.0% per annum over the same time period.分析記事 • Dec 11Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of InvestorsThere wouldn't be many who think Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of...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, 2025Declared 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 2.4%, which is higher than the industry average of 2.2%. 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.Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,709. The fair value is estimated to be JP¥4,647, 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 4.8% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.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 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 06Price target increased by 7.3% to JP¥5,090Up from JP¥4,742, the current price target is an average from 5 analysts. New target price is 27% above last closing price of JP¥4,023. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥234 last year.分析記事 • Nov 04These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...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.分析記事 • Oct 06Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Sumitomo Bakelite's estimated fair value is JP¥5,664 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Sep 21Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...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 Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Sep 07At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?Sumitomo Bakelite Company Limited ( TSE:4203 ), is not the largest company out there, but it saw a decent share price...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 5.6% growth forecast for the Chemicals industry in Japan. 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 15% per year.分析記事 • Aug 05Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some ScrutinySumitomo Bakelite Company Limited ( TSE:4203 ) shareholders that were waiting for something to happen have been dealt a...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% 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 (6.0% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,135 per share.Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥4,034. The fair value is estimated to be JP¥5,120, 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.分析記事 • Jul 12These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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 2.7%, which is higher than the industry average of 2.2%. 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.分析記事 • Jun 24Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Sumitomo Bakelite's estimated fair value is JP¥4,513 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jun 08Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?While Sumitomo Bakelite Company Limited ( TSE:4203 ) might not have the largest market cap around , it saw significant...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分析記事 • May 24Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some RiskWith a price-to-earnings (or "P/E") ratio of 18.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.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 Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 17Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...Price Target Changed • Mar 13Price target increased by 7.4% to JP¥8,783Up from JP¥8,180, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,719. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.Price Target Changed • Mar 12Price target increased by 8.4% to JP¥8,583Up from JP¥7,920, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,672. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.分析記事 • Mar 03Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...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分析記事 • Feb 29Is Sumitomo Bakelite (TSE:4203) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...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 5.7% growth forecast for the Chemicals industry in Japan. 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 21% per year.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 07Second 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 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.Price Target Changed • Nov 06Price target increased by 9.1% to JP¥7,400Up from JP¥6,780, the current price target is an average from 5 analysts. New target price is 8.9% above last closing price of JP¥6,798. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥471 for next year compared to JP¥431 last year.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 Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).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 4.2% growth forecast for the Chemicals 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 33% per year.Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.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: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals 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 only increased by 22% 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 Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).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 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 13Price target decreased to JP¥5,900Down from JP¥6,400, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥3,950. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥432 for next year compared to JP¥389 last year.株主還元4203JP ChemicalsJP 市場7D23.2%5.7%3.2%1Y82.9%51.6%39.4%株主還元を見る業界別リターン: 4203過去 1 年間で51.6 % の収益を上げたJP Chemicals業界を上回りました。リターン対市場: 4203過去 1 年間で39.4 % の収益を上げたJP市場を上回りました。価格変動Is 4203's price volatile compared to industry and market?4203 volatility4203 Average Weekly Movement7.3%Chemicals Industry Average Movement5.6%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.4%安定した株価: 4203の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4203の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。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、ライフ製品の研究開発、製造、販売を国内外で行っている。半導体封止用エポキシ樹脂成形材料、感光性ウエハー塗布用液状樹脂、半導体用液状樹脂、半導体基板材料を提供。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・複合シート、鮮度保持フィルム、ポリカーボネート樹脂パネル、塩化ビニル樹脂パネル、防水設計・施工請負、バイオ関連製品などを提供している。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も提供している。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。4203 基礎統計学時価総額JP¥550.19b収益（TTM）JP¥28.01b売上高(TTM)JP¥319.87b19.6xPER（株価収益率1.7xP/Sレシオ4203 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4203 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%4203 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32%配当性向4203 配当は確実ですか？4203 配当履歴とベンチマークを見る4203 、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44 days配当支払日までの日数43 days4203 配当は確実ですか？4203 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2026/05/12 23:53終値2026/05/12 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
お知らせ • 11hSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.
ライブニュース • 12hSumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.
Reported Earnings • 16hFull year 2026 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. 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 34% per year, which means it is tracking significantly ahead of earnings growth.
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 Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.
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
お知らせ • 11hSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.
ライブニュース • 12hSumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.
Reported Earnings • 16hFull year 2026 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. 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 34% per year, which means it is tracking significantly ahead of earnings growth.
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 Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.
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
分析記事 • Feb 06Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
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 4.4% growth forecast for the Chemicals industry in Japan. 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 35% 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.
分析記事 • Jan 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
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.
分析記事 • Jan 14Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Matching Investor OpinionSumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a...
分析記事 • Dec 16Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend from last year's...
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
分析記事 • Dec 02Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last YearSumitomo Bakelite Company Limited ( TSE:4203 ) will increase its dividend from last year's comparable payment on the...
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 2.1%, which is lower than the industry average of 2.2%. 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.
Price Target Changed • Nov 19Price target increased by 8.8% to JP¥5,716Up from JP¥5,256, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥4,863. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥209 last year.
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 4.1% growth forecast for the Chemicals industry in Japan. 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 36% 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: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Sep 01Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00Sumitomo Bakelite Company Limited's ( TSE:4203 ) investors are due to receive a payment of ¥50.00 per share on 2nd of...
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
分析記事 • Aug 27These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Aug 06Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This YearTSE:4203 1 Year Share Price vs Fair Value Explore Sumitomo Bakelite's Fair Values from the Community and select yours...
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 4.1% growth forecast for the Chemicals industry in Japan. 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 30% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be ¥50.00Sumitomo Bakelite Company Limited ( TSE:4203 ) will pay a dividend of ¥50.00 on the 2nd of December. This makes the...
分析記事 • Jul 09Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will pay a dividend on the 2nd of...
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 2.4%, which is higher than the industry average of 2.2%. 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.
分析記事 • Jun 27Some May Be Optimistic About Sumitomo Bakelite's (TSE:4203) EarningsThe market for Sumitomo Bakelite Company Limited's ( TSE:4203 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. 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 24% 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
分析記事 • May 31Are Investors Undervaluing Sumitomo Bakelite Company Limited (TSE:4203) By 35%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥6,040 Sumitomo...
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. 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 19% 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.
分析記事 • Apr 10Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 16.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Buy Or Sell Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,340. The fair value is estimated to be JP¥4,220, 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.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).
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
Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥3,479. The fair value is estimated to be JP¥4,355, 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 4.9% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • Feb 20These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: JP¥1.22 (vs JP¥74.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.22 (down from JP¥74.68 in 3Q 2024). Revenue: JP¥78.0b (up 6.0% from 3Q 2024). Net income: JP¥114.0m (down 98% from 3Q 2024). Profit margin: 0.1% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
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.
Buy Or Sell Opportunity • Jan 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥3,668. The fair value is estimated to be JP¥4,671, 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.
分析記事 • Jan 14Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥4,702 With...
分析記事 • Dec 26Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?Sumitomo Bakelite Company Limited ( TSE:4203 ), might not be a large cap stock, but it saw significant share price...
Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥3,768. The fair value is estimated to be JP¥4,711, 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 9.0% per annum over the same time period.
分析記事 • Dec 11Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of InvestorsThere wouldn't be many who think Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of...
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
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 2.4%, which is higher than the industry average of 2.2%. 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.
Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,709. The fair value is estimated to be JP¥4,647, 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 4.8% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
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 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 06Price target increased by 7.3% to JP¥5,090Up from JP¥4,742, the current price target is an average from 5 analysts. New target price is 27% above last closing price of JP¥4,023. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥234 last year.
分析記事 • Nov 04These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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.
分析記事 • Oct 06Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Sumitomo Bakelite's estimated fair value is JP¥5,664 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Sep 21Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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 Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Sep 07At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?Sumitomo Bakelite Company Limited ( TSE:4203 ), is not the largest company out there, but it saw a decent share price...
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 5.6% growth forecast for the Chemicals industry in Japan. 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 15% per year.
分析記事 • Aug 05Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some ScrutinySumitomo Bakelite Company Limited ( TSE:4203 ) shareholders that were waiting for something to happen have been dealt a...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% 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 (6.0% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,135 per share.
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥4,034. The fair value is estimated to be JP¥5,120, 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.
分析記事 • Jul 12These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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 2.7%, which is higher than the industry average of 2.2%. 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.
分析記事 • Jun 24Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Sumitomo Bakelite's estimated fair value is JP¥4,513 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • Jun 08Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?While Sumitomo Bakelite Company Limited ( TSE:4203 ) might not have the largest market cap around , it saw significant...
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
分析記事 • May 24Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some RiskWith a price-to-earnings (or "P/E") ratio of 18.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
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 Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 17Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
Price Target Changed • Mar 13Price target increased by 7.4% to JP¥8,783Up from JP¥8,180, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,719. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.
Price Target Changed • Mar 12Price target increased by 8.4% to JP¥8,583Up from JP¥7,920, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,672. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.
分析記事 • Mar 03Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
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
分析記事 • Feb 29Is Sumitomo Bakelite (TSE:4203) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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 5.7% growth forecast for the Chemicals industry in Japan. 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 21% per year.
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 07Second 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 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
Price Target Changed • Nov 06Price target increased by 9.1% to JP¥7,400Up from JP¥6,780, the current price target is an average from 5 analysts. New target price is 8.9% above last closing price of JP¥6,798. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥471 for next year compared to JP¥431 last year.
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 Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
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 4.2% growth forecast for the Chemicals 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 33% per year.
Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
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: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals 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 only increased by 22% 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 Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
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 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 13Price target decreased to JP¥5,900Down from JP¥6,400, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥3,950. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥432 for next year compared to JP¥389 last year.
