View ValuationSumitomo Bakelite 향후 성장Future 기준 점검 1/6Sumitomo Bakelite (는) 각각 연간 9% 및 6.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.9% 로 예상됩니다.핵심 정보9.0%이익 성장률8.91%EPS 성장률Chemicals 이익 성장43.6%매출 성장률6.4%향후 자기자본이익률9.93%애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2021공시 • 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, 2020이익 및 매출 성장 예측MUN:SZ8 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029401,00037,60035,00051,50013/31/2028358,52032,95822,97943,92253/31/2027331,73328,17720,39941,85433/31/2026319,86728,01419,55735,003N/A12/31/2025311,51526,12319,59434,485N/A9/30/2025308,16719,83123,46737,413N/A6/30/2025306,47019,55625,76640,562N/A3/31/2025304,77319,28128,06543,711N/A12/31/2024302,90416,65726,60444,088N/A9/30/2024298,45923,49825,40946,010N/A6/30/2024293,58022,49023,58445,332N/A3/31/2024287,26721,83118,27040,217N/A12/31/2023283,74422,16318,64238,713N/A9/30/2023283,41122,13315,23432,074N/A6/30/2023283,46021,29011,56727,706N/A3/31/2023284,93920,2898,64723,618N/A12/31/2022283,83518,3178,59023,017N/A9/30/2022278,26917,2529,03023,785N/A6/30/2022272,18517,76612,26524,706N/A3/31/2022263,11418,29915,51127,920N/A12/31/2021255,89517,54217,56929,313N/A9/30/2021247,11620,31119,85530,388N/A6/30/2021227,98316,58818,84529,168N/A3/31/2021209,00213,19818,44927,405N/A12/31/2020197,96810,79214,70923,183N/A9/30/2020191,8394,86413,24222,120N/A6/30/2020197,9816,90514,22223,033N/A3/31/2020206,6208,98612,29022,206N/A12/31/2019207,52714,286N/A20,190N/A9/30/2019209,59515,386N/A21,366N/A6/30/2019210,81314,937N/A20,618N/A3/31/2019212,95215,084N/A20,191N/A12/31/2018216,65015,297N/AN/AN/A9/30/2018215,37215,360N/A22,901N/A6/30/2018213,76915,436N/AN/AN/A3/31/2018211,81915,078N/A22,054N/A12/31/2017208,70714,235N/AN/AN/A9/30/2017205,59312,078N/A21,589N/A6/30/2017201,52311,618N/AN/AN/A3/31/2017198,19910,622N/A23,427N/A12/31/2016197,7827,496N/AN/AN/A9/30/2016198,7406,960N/A23,090N/A6/30/2016203,1484,913N/AN/AN/A3/31/2016206,9563,828N/A19,233N/A12/31/2015213,4445,239N/AN/AN/A9/30/2015215,4835,952N/A15,942N/A6/30/2015213,3326,802N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SZ8 의 연간 예상 수익 증가율(9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: SZ8 의 연간 수익(9%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: SZ8 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SZ8 의 수익(연간 6.4%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SZ8 의 수익(연간 6.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SZ8의 자본 수익률은 3년 후 9.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 16:38종가2026/05/29 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sumitomo Bakelite Company Limited는 20명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Niima KomuraBofA Global ResearchTakao KanaiCitigroup IncMasao YoshidaCLSA17명의 분석가 더 보기
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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