Sumitomo Chemical Company, Limited

TSE:4005 주식 리포트

시가총액: JP¥995.8b

Sumitomo Chemical Company 향후 성장

Future 기준 점검 2/6

Sumitomo Chemical Company (는) 각각 연간 11.8% 및 2.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.4% 로 예상됩니다.

핵심 정보

11.8%

이익 성장률

11.80%

EPS 성장률

Chemicals 이익 성장14.1%
매출 성장률2.3%
향후 자기자본이익률8.40%
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

분석 기사 • May 16

Sumitomo Chemical Company, Limited Just Missed Earnings - But Analysts Have Updated Their Models

The investors in Sumitomo Chemical Company, Limited 's ( TSE:4005 ) will be rubbing their hands together with glee...
분석 기사 • Nov 06

Sumitomo Chemical Company, Limited Just Beat EPS By 77%: Here's What Analysts Think Will Happen Next

Sumitomo Chemical Company, Limited ( TSE:4005 ) shareholders are probably feeling a little disappointed, since its...

Recent updates

내러티브 업데이트 • May 19

4005: Planned Equity Issuance And Share Exchange Will Limit Future Upside

Analysts have kept their ¥460.0 price target on Sumitomo Chemical Company unchanged, reflecting updated assumptions around a lower discount rate, slightly positive revenue growth of about 0.09%, a small improvement in profit margin to around 3.52%, and a modestly higher future P/E of roughly 11.63x. What's in the News A board meeting is scheduled for May 13, 2026, with an agenda to consider implementing a share exchange (Key Developments).
분석 기사 • May 16

Sumitomo Chemical Company, Limited Just Missed Earnings - But Analysts Have Updated Their Models

The investors in Sumitomo Chemical Company, Limited 's ( TSE:4005 ) will be rubbing their hands together with glee...
내러티브 업데이트 • Apr 28

4005: Earnings Reset And Recycling Push Will Support Stronger Outlook

Analysts have raised their price target for Sumitomo Chemical Company from ¥529.18 to ¥589.70, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and an expected future P/E of 14.13x. What's in the News Board meeting scheduled for March 2, 2026, to consider and approve filing of a shelf registration statement for issuance of new shares (Key Developments).
내러티브 업데이트 • Apr 14

4005: Equity Issuance Plans And Lower P/E Assumptions Will Restrain Upside

Analysts have kept their ¥460 price target for Sumitomo Chemical Company unchanged, linking this to updated assumptions that include a lower discount rate, a smaller projected revenue decline, a higher expected profit margin, and a reduced future P/E multiple. What's in the News Board meeting scheduled for April 8, 2026, with an agenda to issue new shares and conduct a secondary offering of shares (Key Developments).
내러티브 업데이트 • Mar 30

4005: Recycling Rollout And Higher Dividend Will Support Future Upside

Analysts have raised their price target for Sumitomo Chemical Company to ¥806.78 from ¥758.97, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for March 2, 2026, to consider filing a shelf registration statement for the issuance of new shares.
내러티브 업데이트 • Mar 16

4005: Recycling Progress And Cautious Earnings Outlook Will Support Balanced Risk Profile

Analysts have adjusted their price target for Sumitomo Chemical Company from ¥424 to ¥460, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E as the drivers of this change. What's in the News Board meeting scheduled for March 2, 2026, with an agenda that includes considering a shelf registration filing for potential issuance of new shares.
내러티브 업데이트 • Mar 02

4005: Recycling Breakthrough And Dividend Outlook Will Support Future Upside

Analysts have adjusted their price target for Sumitomo Chemical Company to ¥758.97 from ¥724.72, reflecting updated assumptions that include a lower discount rate, slightly higher revenue growth, a modestly softer profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 2, 2026, to consider and approve filing a shelf registration statement for the issuance of new shares (Board Meeting).
내러티브 업데이트 • Feb 16

4005: Recycling Progress And Modest Earnings Outlook Will Sustain Downside Risk

Analysts have maintained their ¥424 price target for Sumitomo Chemical, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E as the key factors behind this unchanged view. What's in the News Lummus Technology and Sumitomo Chemical announced the commercial availability of a Polymethyl Methacrylate Chemical Recycling technology that converts end-of-life PMMA into high purity MMA monomer, with validation reported at Sumitomo Chemical's pilot plant in Japan (Key Developments).
분석 기사 • Feb 10

Concerns Surrounding Sumitomo Chemical Company's (TSE:4005) Performance

Following the solid earnings report from Sumitomo Chemical Company, Limited ( TSE:4005 ), the market responded by...
내러티브 업데이트 • Feb 02

4005: Joint Venture And Earnings Outlook Will Support A More Balanced Risk Profile

Analysts have lifted their fair value estimate for Sumitomo Chemical Company from ¥320 to ¥424, citing updated assumptions for a lower discount rate, a smaller projected revenue decline, slightly higher profit margins, and a higher future P/E multiple. What's in the News Samsung Electro Mechanics, Sumitomo Chemical Group and Dongwoo Fine Chem signed an MOU to form a joint venture focused on manufacturing Glass Core, a key material for next generation semiconductor package substrates.
분석 기사 • Jan 29

There's Reason For Concern Over Sumitomo Chemical Company, Limited's (TSE:4005) Price

It's not a stretch to say that Sumitomo Chemical Company, Limited's ( TSE:4005 ) price-to-sales (or "P/S") ratio of...
내러티브 업데이트 • Jan 19

4005: Glass Core JV And Guidance Reset Will Shape Balanced Outlook

Analysts have trimmed their fair value estimate for Sumitomo Chemical Company from ¥533.27 to ¥529.18 as they reset expectations for revenue growth, profit margins and the appropriate future P/E multiple. What's in the News Samsung Electro-Mechanics and Sumitomo Chemical Group signed an MOU to form a joint venture to manufacture Glass Core materials for next generation semiconductor package substrates, with Samsung Electro-Mechanics as the majority investor and Sumitomo Chemical Group as a minority shareholder (Key Developments).
분석 기사 • Jan 07

Sumitomo Chemical Company (TSE:4005) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
내러티브 업데이트 • Jan 05

4005: Glass Core Joint Venture Is Expected To Drive Future Upside

Analysts have modestly raised their price target on Sumitomo Chemical Company, citing slightly stronger expectations for revenue growth and profit margins that support a fair value estimate of approximately ¥724.72 per share. What's in the News Samsung Electro Mechanics and Sumitomo Chemical Group signed an MOU to form a joint venture to manufacture Glass Core materials for next generation semiconductor package substrates, aiming to address AI and HPC packaging limits (strategic alliance).
내러티브 업데이트 • Dec 20

4005: Joint Venture Semiconductor Materials Are Expected To Drive Future Upside

Analysts have modestly reduced their price target for Sumitomo Chemical Company to 724.72 yen from 747.93 yen, citing slightly lower profit margin expectations that more than offset a marginally improved revenue growth outlook and a higher anticipated future P E multiple. What's in the News Samsung Electro-Mechanics signed an MOU with Sumitomo Chemical Group and Dongwoo Fine-Chem to form a joint venture to manufacture next generation Glass Core materials for advanced semiconductor package substrates, with Samsung as majority investor and Sumitomo as a minority shareholder (company announcement).
내러티브 업데이트 • Dec 06

4005: Glass Core Joint Venture Will Support Future Earnings Upside

Analysts have modestly raised their price target on Sumitomo Chemical Company to JPY 533.27, citing a slightly higher discount rate and marginally improved long term growth and profitability assumptions. What's in the News Samsung Electro-Mechanics, Sumitomo Chemical Group, and Dongwoo Fine-Chem signed an MOU to form a joint venture to manufacture Glass Core materials for next generation semiconductor package substrates, with Samsung Electro-Mechanics as majority investor and headquarters at Dongwoo Fine-Chem's Pyeongtaek site (Key Developments).
내러티브 업데이트 • Nov 21

4005: Profit Margin Gains And New Venture Will Drive Share Upside

Analysts have raised their price target for Sumitomo Chemical Company to ¥533.27 from ¥526.91. They cite improved profit margin projections and a slightly lower discount rate as factors supporting their updated outlook.
내러티브 업데이트 • Nov 07

4005: Improved Profit Margins And New Joint Venture Will Drive Upside

Analysts have raised their fair value price target for Sumitomo Chemical Company from ¥522 to approximately ¥527, citing improvements in projected revenue growth and profit margins as key factors for the upward revision. What's in the News Samsung Electro-Mechanics and Sumitomo Chemical have signed a memorandum of understanding to establish a joint venture for manufacturing 'Glass Core,' an advanced material for next-generation semiconductor package substrates (Key Developments).
분석 기사 • Nov 06

Sumitomo Chemical Company, Limited Just Beat EPS By 77%: Here's What Analysts Think Will Happen Next

Sumitomo Chemical Company, Limited ( TSE:4005 ) shareholders are probably feeling a little disappointed, since its...
내러티브 업데이트 • Oct 24

Earnings Outlook And Discount Rate Adjustments Will Shape Market Direction

Analysts have raised their price target for Sumitomo Chemical Company from ¥512.70 to ¥522.00. They cite updated profit margin estimates and a slightly higher discount rate as key factors in their reassessment.
분석 기사 • Oct 12

Getting In Cheap On Sumitomo Chemical Company, Limited (TSE:4005) Is Unlikely

There wouldn't be many who think Sumitomo Chemical Company, Limited's ( TSE:4005 ) price-to-sales (or "P/S") ratio of...
내러티브 업데이트 • Oct 10

Global Agriculture And Advanced Materials Will Define Future Markets

Analysts have raised their price target for Sumitomo Chemical Company from ¥496.7 to ¥512.7. They cite improved revenue growth projections and slightly higher profit margin expectations as key factors supporting the upward revision. Valuation Changes Fair Value: increased slightly from ¥496.7 to ¥512.7 Discount Rate: declined modestly from 8.65% to 8.57% Revenue Growth: shifted from -0.08% to 0.03%, which indicates a move from projected contraction to mild expansion Net Profit Margin: improved marginally from 3.44% to 3.54% Future P/E: decreased slightly from 12.06x to 12.02x
내러티브 업데이트 • Sep 26

Global Agriculture And Advanced Materials Will Define Future Markets

Despite a slight downgrade in revenue growth forecasts, stable profit margins have supported a modest increase in Sumitomo Chemical Company's consensus analyst price target from ¥485 to ¥497. Valuation Changes Summary of Valuation Changes for Sumitomo Chemical Company The Consensus Analyst Price Target has risen slightly from ¥485 to ¥497.
내러티브 업데이트 • Sep 11

Global Agriculture And Advanced Materials Will Define Future Markets

The slight increase in Sumitomo Chemical’s consensus price target to ¥485 reflects a modest rise in its future P/E ratio, signaling improved forward earnings expectations. Valuation Changes Summary of Valuation Changes for Sumitomo Chemical Company The Consensus Analyst Price Target has risen slightly from ¥466 to ¥485.
내러티브 업데이트 • Aug 27

Global Agriculture And Advanced Materials Will Define Future Markets

Despite a reduction in consensus revenue growth forecasts, Sumitomo Chemical Company's fair value has increased as reflected by a higher price target (from ¥437 to ¥462) and an elevated forward P/E, indicating improved market sentiment or expectations for profitability. Valuation Changes Summary of Valuation Changes for Sumitomo Chemical Company The Consensus Analyst Price Target has risen from ¥437 to ¥462.
분석 기사 • Jul 24

Is Sumitomo Chemical Company, Limited (TSE:4005) Trading At A 48% Discount?

Key Insights The projected fair value for Sumitomo Chemical Company is JP¥727 based on 2 Stage Free Cash Flow to Equity...
분석 기사 • Jun 27

Sumitomo Chemical Company's (TSE:4005) Promising Earnings May Rest On Soft Foundations

Sumitomo Chemical Company, Limited's ( TSE:4005 ) robust earnings report didn't manage to move the market for its...
분석 기사 • Jun 12

What Sumitomo Chemical Company, Limited's (TSE:4005) P/S Is Not Telling You

There wouldn't be many who think Sumitomo Chemical Company, Limited's ( TSE:4005 ) price-to-sales (or "P/S") ratio of...
User avatar
새로운 내러티브 • Dec 19

V-Shaped Recovery Driven By Critical Shifts Into IT-Related Chemicals And Pharmaceuticals Boosts Profits

Business portfolio upgrade and structural reforms aim to boost revenue and net margins in high-performing segments while reducing reliance on loss-making operations.

이익 및 매출 성장 예측

TSE:4005 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20292,540,67591,425113,400188,4004
3/31/20282,490,70385,70086,650219,4338
3/31/20272,420,20072,41485,750210,6009
3/31/20262,328,51560,947113,193234,759N/A
12/31/20252,407,77597,37392,930203,896N/A
9/30/20252,460,28084,817110,516227,146N/A
6/30/20252,520,2779,685137,034269,283N/A
3/31/20252,606,28138,591102,562233,027N/A
12/31/20242,544,857-173,47981,447224,387N/A
9/30/20242,501,413-242,019-21,997127,541N/A
6/30/20242,495,894-254,302-76,41868,343N/A
3/31/20242,446,893-311,838-204,190-51,317N/A
12/31/20232,445,107-163,101-276,568-123,673N/A
9/30/20232,553,595-150,422-240,507-87,207N/A
6/30/20232,684,292-96,158-213,207-62,928N/A
3/31/20232,895,2836,987-31,960111,621N/A
12/31/20222,984,48988,77736,950173,026N/A
9/30/20222,968,674154,30949,426178,033N/A
6/30/20222,900,476196,46387,174209,656N/A
3/31/20222,765,321162,13064,248171,715N/A
12/31/20212,682,245157,77090,319200,057N/A
9/30/20212,565,417136,016183,667295,077N/A
6/30/20212,425,76988,461208,823323,567N/A
3/31/20212,286,97846,043253,652374,464N/A
12/31/20202,217,68115,281196,454315,826N/A
9/30/20202,165,01712880,282192,667N/A
6/30/20202,172,7739,62946,467161,240N/A
3/31/20202,225,80430,926-14,437106,012N/A
12/31/20192,255,18166,604N/A203,434N/A
9/30/20192,304,01286,215N/A222,469N/A
6/30/20192,322,848102,519N/A225,655N/A
3/31/20192,318,572117,992N/A208,143N/A
12/31/20182,283,344114,184N/AN/AN/A
9/30/20182,258,545126,728N/A228,938N/A
6/30/20182,230,938132,224N/AN/AN/A
3/31/20182,190,509133,768N/A293,250N/A
12/31/20172,185,770138,725N/AN/AN/A
9/30/20172,107,853134,774N/A225,080N/A
6/30/20172,006,242104,821N/AN/AN/A
3/31/20171,954,28385,482N/A187,446N/A
12/31/20161,913,80652,196N/AN/AN/A
9/30/20161,926,41339,789N/A210,548N/A
6/30/20162,001,73259,709N/AN/AN/A
3/31/20162,101,76481,451N/A261,172N/A
12/31/20152,231,50089,539N/AN/AN/A
9/30/20152,324,14390,500N/A379,732N/A
6/30/20152,376,40372,096N/AN/AN/A

애널리스트 향후 성장 전망

수입 대 저축률: 4005 의 연간 예상 수익 증가율(11.8%)이 saving rate(0.8%)보다 높습니다.

수익 vs 시장: 4005 의 연간 수익(11.8%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 4005 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4005 의 수익(연간 2.3%)이 JP 시장(연간 5.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 4005 의 수익(연간 2.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 4005의 자본 수익률은 3년 후 8.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 22:44
종가2026/05/25 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Sumitomo Chemical Company, Limited는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc