Sumitomo Bakelite 향후 성장

Future 기준 점검 3/6

Sumitomo Bakelite (는) 각각 연간 15.8% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.6% 로 예상됩니다.

핵심 정보

15.8%

이익 성장률

16.39%

EPS 성장률

Chemicals 이익 성장	13.0%
매출 성장률	5.0%
향후 자기자본이익률	9.57%
애널리스트 커버리지	Good
마지막 업데이트	10 Dec 2025

최근 향후 성장 업데이트

Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Aug 06

Recent updates

Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00

Dec 16

Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last Year

Dec 02

Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00

Sep 01

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Aug 27

Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Aug 06

Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or Pricing

Apr 10

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Feb 20

Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)

Jan 14

Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?

Dec 26

Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of Investors

Dec 11

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Nov 04

Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value Estimate

Oct 06

Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth Watching

Sep 21

At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?

Sep 07

Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Aug 05

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably Well

Jul 12

Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)

Jun 24

Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?

Jun 08

Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some Risk

May 24

Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00

Mar 17

Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00

Mar 03

Is Sumitomo Bakelite (TSE:4203) A Risky Investment?

Feb 29

이익 및 매출 성장 예측

TSE:4203 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2028	346,840	32,098	23,622	44,780	5
3/31/2027	330,233	29,617	21,218	42,679	6
3/31/2026	313,450	25,783	17,645	37,300	6
9/30/2025	308,167	19,831	23,467	37,413	N/A
6/30/2025	306,470	19,556	25,766	40,562	N/A
3/31/2025	304,773	19,281	28,065	43,711	N/A
12/31/2024	302,904	16,657	26,604	44,088	N/A
9/30/2024	298,459	23,498	25,409	46,010	N/A
6/30/2024	293,580	22,490	23,584	45,332	N/A
3/31/2024	287,267	21,831	18,270	40,217	N/A
12/31/2023	283,744	22,163	18,642	38,713	N/A
9/30/2023	283,411	22,133	15,234	32,074	N/A
6/30/2023	283,460	21,290	11,567	27,706	N/A
3/31/2023	284,939	20,289	8,647	23,618	N/A
12/31/2022	283,835	18,317	8,590	23,017	N/A
9/30/2022	278,269	17,252	9,030	23,785	N/A
6/30/2022	272,185	17,766	12,265	24,706	N/A
3/31/2022	263,114	18,299	15,511	27,920	N/A
12/31/2021	255,895	17,542	17,569	29,313	N/A
9/30/2021	247,116	20,311	19,855	30,388	N/A
6/30/2021	227,983	16,588	18,845	29,168	N/A
3/31/2021	209,002	13,198	18,449	27,405	N/A
12/31/2020	197,968	10,792	14,709	23,183	N/A
9/30/2020	191,839	4,864	13,242	22,120	N/A
6/30/2020	197,981	6,905	14,222	23,033	N/A
3/31/2020	206,620	8,986	12,290	22,206	N/A
12/31/2019	207,527	14,286	9,051	20,190	N/A
9/30/2019	209,595	15,386	10,791	21,366	N/A
6/30/2019	210,813	14,937	N/A	20,618	N/A
3/31/2019	212,952	15,084	N/A	20,191	N/A
12/31/2018	216,650	15,297	N/A	N/A	N/A
9/30/2018	215,372	15,360	N/A	22,901	N/A
6/30/2018	213,769	15,436	N/A	N/A	N/A
3/31/2018	211,819	15,078	N/A	22,054	N/A
12/31/2017	208,707	14,235	N/A	N/A	N/A
9/30/2017	205,593	12,078	N/A	21,589	N/A
6/30/2017	201,523	11,618	N/A	N/A	N/A
3/31/2017	198,199	10,622	N/A	23,427	N/A
12/31/2016	197,782	7,496	N/A	N/A	N/A
9/30/2016	198,740	6,960	N/A	23,090	N/A
6/30/2016	203,148	4,913	N/A	N/A	N/A
3/31/2016	206,956	3,828	N/A	19,233	N/A
12/31/2015	213,444	5,239	N/A	N/A	N/A
9/30/2015	215,483	5,952	N/A	15,942	N/A
6/30/2015	213,332	6,802	N/A	N/A	N/A
3/31/2015	209,659	7,113	N/A	15,672	N/A
12/31/2014	217,732	7,137	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4203 의 연간 예상 수익 증가율(15.8%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: 4203 의 연간 수익(15.8%)이 JP 시장(8.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: 4203 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4203 의 수익(연간 5%)이 JP 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: 4203 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 4203의 자본 수익률은 3년 후 9.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/12/25 08:14
종가	2025/12/25 00:00
수익	2025/09/30
연간 수익	2025/03/31

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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Sumitomo Bakelite Company Limited는 20명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Niima Komura	BofA Global Research
Takao Kanai	Citigroup Inc
Masao Yoshida	CLSA

Sumitomo Bakelite 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 8.8% to JP¥5,716

Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Price target increased by 7.3% to JP¥5,090

Price target increased by 7.4% to JP¥8,783

Price target increased by 8.4% to JP¥8,583

Price target increased by 9.1% to JP¥7,400

Recent updates

Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00

Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026

Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last Year

First half dividend of JP¥55.00 announced

Price target increased by 8.8% to JP¥5,716

Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)

Upcoming dividend of JP¥50.00 per share

Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00

Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

First quarter 2026 earnings released: EPS: JP¥84.99 (vs JP¥68.40 in 1Q 2025)

Sumitomo Bakelite's (TSE:4203) Dividend Will Be ¥50.00

Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00

Final dividend of JP¥50.00 announced

Some May Be Optimistic About Sumitomo Bakelite's (TSE:4203) Earnings

Full year 2025 earnings: EPS exceeds analyst expectations

Sumitomo Bakelite Company Limited to Report Q1, 2026 Results on Aug 04, 2025

Are Investors Undervaluing Sumitomo Bakelite Company Limited (TSE:4203) By 35%?

Full year 2025 earnings: EPS exceeds analyst expectations

Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025

Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or Pricing

Now 21% undervalued after recent price drop

Sumitomo Bakelite Company Limited Proposes Commemorative Dividend for the Fiscal Year Ending March 31, 2025

Upcoming dividend of JP¥45.00 per share

Sumitomo Bakelite Company Limited to Report Fiscal Year 2025 Results on May 12, 2025

Now 20% undervalued after recent price drop

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Third quarter 2025 earnings released: EPS: JP¥1.22 (vs JP¥74.68 in 3Q 2024)

Sumitomo Bakelite Company Limited (TSE:4203) announces an Equity Buyback for 5,508,100 shares, representing 5.91% for ¥19,999.91 million.

Now 21% undervalued after recent price drop

Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)

Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?

Now 20% undervalued

Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of Investors

Sumitomo Bakelite Company Limited to Report Q3, 2025 Results on Feb 03, 2025

First half dividend of JP¥45.00 announced

Now 20% undervalued after recent price drop

First half 2025 earnings released: EPS: JP¥137 (vs JP¥118 in 1H 2024)

Price target increased by 7.3% to JP¥5,090

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Safely

Sumitomo Bakelite Company Limited Declares Dividends of Surplus (Interim Dividend), Payable December 2, 2024

Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value Estimate

Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth Watching

Upcoming dividend of JP¥45.00 per share

At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?

Sumitomo Bakelite Company Limited to Report Q2, 2025 Results on Nov 05, 2024

First quarter 2025 earnings released: EPS: JP¥75.16 (vs JP¥60.78 in 1Q 2024)

Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 24%

Now 21% undervalued after recent price drop

These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably Well

Final dividend of JP¥45.00 announced

Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)

Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?

Sumitomo Bakelite Company Limited to Report Q1, 2025 Results on Aug 05, 2024

Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some Risk

Full year 2024 earnings: EPS misses analyst expectations

Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024

Upcoming dividend of JP¥80.00 per share

Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00

Price target increased by 7.4% to JP¥8,783

Price target increased by 8.4% to JP¥8,583

Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00

Sumitomo Bakelite Company Limited to Report Fiscal Year 2024 Results on May 13, 2024

Is Sumitomo Bakelite (TSE:4203) A Risky Investment?

Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥147 in 3Q 2023)

Sumitomo Bakelite Company Limited to Report Q3, 2024 Results on Feb 05, 2024