Sumitomo Bakelite Company Limited

TSE:4203 Stock Report

Market Cap: JP¥658.7b

Sumitomo Bakelite Future Growth

Future criteria checks 3/6

Sumitomo Bakelite is forecast to grow earnings and revenue by 10.5% and 7.3% per annum respectively. EPS is expected to grow by 11.2% per annum. Return on equity is forecast to be 11% in 3 years.

Key information

10.5%

Earnings growth rate

11.17%

EPS growth rate

Chemicals earnings growth13.1%
Revenue growth rate7.3%
Future return on equity11.05%
Analyst coverage

Good

Last updated10 Sep 2026

Recent future growth updates

Analysis Article • Aug 05

Sumitomo Bakelite Company Limited Beat Revenue Forecasts By 14%: Here's What Analysts Are Forecasting Next

Shareholders will be ecstatic, with their stake up 31% over the past week following Sumitomo Bakelite Company Limited...

Recent updates

Analysis Article • Aug 05

Sumitomo Bakelite Company Limited Beat Revenue Forecasts By 14%: Here's What Analysts Are Forecasting Next

Shareholders will be ecstatic, with their stake up 31% over the past week following Sumitomo Bakelite Company Limited...
Analysis Article • Feb 06

Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥55.00

The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
Analysis Article • Jan 23

Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥55.00

The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
Analysis Article • Jan 14

Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Matching Investor Opinion

Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a...
Analysis Article • Dec 16

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

Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend from last year's...
Analysis Article • Dec 02

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

Sumitomo Bakelite Company Limited ( TSE:4203 ) will increase its dividend from last year's comparable payment on the...
Analysis Article • Sep 01

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

Sumitomo Bakelite Company Limited's ( TSE:4203 ) investors are due to receive a payment of ¥50.00 per share on 2nd of...
Analysis Article • Aug 27

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analysis Article • Aug 06

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

TSE:4203 1 Year Share Price vs Fair Value Explore Sumitomo Bakelite's Fair Values from the Community and select yours...
Analysis Article • Jul 23

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

Sumitomo Bakelite Company Limited ( TSE:4203 ) will pay a dividend of ¥50.00 on the 2nd of December. This makes the...
Analysis Article • Jul 09

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

The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will pay a dividend on the 2nd of...
Analysis Article • Jun 27

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

The market for Sumitomo Bakelite Company Limited's ( TSE:4203 ) shares didn't move much after it posted weak earnings...
Analysis Article • May 31

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥6,040 Sumitomo...
Analysis Article • Apr 10

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

With a price-to-earnings (or "P/E") ratio of 16.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Analysis Article • Feb 20

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Jan 14

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥4,702 With...
Analysis Article • Dec 26

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

Sumitomo Bakelite Company Limited ( TSE:4203 ), might not be a large cap stock, but it saw significant share price...
Analysis Article • Dec 11

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

There wouldn't be many who think Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of...
Analysis Article • Nov 04

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article • Oct 06

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

Key Insights Sumitomo Bakelite's estimated fair value is JP¥5,664 based on 2 Stage Free Cash Flow to Equity Current...
Analysis Article • Sep 21

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

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article • Sep 07

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

Sumitomo Bakelite Company Limited ( TSE:4203 ), is not the largest company out there, but it saw a decent share price...
Analysis Article • Aug 05

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

Sumitomo Bakelite Company Limited ( TSE:4203 ) shareholders that were waiting for something to happen have been dealt a...
Analysis Article • Jul 12

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Jun 24

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

Key Insights Sumitomo Bakelite's estimated fair value is JP¥4,513 based on 2 Stage Free Cash Flow to Equity With...
Analysis Article • Jun 08

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

While Sumitomo Bakelite Company Limited ( TSE:4203 ) might not have the largest market cap around , it saw significant...
Analysis Article • May 24

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

With a price-to-earnings (or "P/E") ratio of 18.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Analysis Article • Mar 17

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

The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
Analysis Article • Mar 03

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

The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
Analysis Article • Feb 29

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Earnings and Revenue Growth Forecasts

TSE:4203 - Analysts future estimates and past financials data (JPY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/2029429,47544,30028,23851,9084
3/31/2028389,76737,66719,43347,0926
3/31/2027362,64332,283-7,88940,5137
6/30/2026337,41031,49918,61434,301N/A
3/31/2026319,86728,01419,55735,003N/A
12/31/2025311,51526,12319,59434,485N/A
9/30/2025308,16719,83123,46737,413N/A
6/30/2025305,78819,72925,14840,788N/A
3/31/2025304,77319,28128,06543,711N/A
12/31/2024302,90416,65726,60444,088N/A
9/30/2024298,45923,49825,40946,010N/A
6/30/2024293,58022,49023,58445,332N/A
3/31/2024287,26721,83118,27040,217N/A
12/31/2023283,74422,16318,64238,713N/A
9/30/2023283,41122,13315,23432,074N/A
6/30/2023283,46021,29011,56727,706N/A
3/31/2023284,93920,2898,64723,618N/A
12/31/2022283,83518,3178,59023,017N/A
9/30/2022278,26917,2529,03023,785N/A
6/30/2022272,18517,76612,26524,706N/A
3/31/2022263,11418,29915,51127,920N/A
12/31/2021255,89517,54217,56929,313N/A
9/30/2021247,11620,31119,85530,388N/A
6/30/2021227,98316,58818,84529,168N/A
3/31/2021209,00213,19818,44927,405N/A
12/31/2020197,96810,79214,70923,183N/A
9/30/2020191,8394,86413,24222,120N/A
6/30/2020197,9816,90514,22223,033N/A
3/31/2020206,6208,986N/A22,206N/A
12/31/2019207,52714,286N/A20,190N/A
9/30/2019209,59515,386N/A21,366N/A
6/30/2019210,81314,937N/A20,618N/A
3/31/2019212,95215,084N/A20,191N/A
12/31/2018216,65015,297N/AN/AN/A
9/30/2018215,37215,360N/A22,901N/A
6/30/2018213,76915,436N/AN/AN/A
3/31/2018211,81915,078N/A22,054N/A
12/31/2017208,70714,235N/AN/AN/A
9/30/2017205,59312,078N/A21,589N/A
6/30/2017201,52311,618N/AN/AN/A
3/31/2017198,19910,622N/A23,427N/A
12/31/2016197,7827,496N/AN/AN/A
9/30/2016198,7406,960N/A23,090N/A
6/30/2016203,1484,913N/AN/AN/A
3/31/2016206,9563,828N/A19,233N/A
12/31/2015213,4445,239N/AN/AN/A
9/30/2015215,4835,952N/A15,942N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 4203's forecast earnings growth (10.5% per year) is above the savings rate (0.9%).

Earnings vs Market: 4203's earnings (10.5% per year) are forecast to grow faster than the JP market (8.7% per year).

High Growth Earnings: 4203's earnings are forecast to grow, but not significantly.

Revenue vs Market: 4203's revenue (7.3% per year) is forecast to grow faster than the JP market (6.4% per year).

High Growth Revenue: 4203's revenue (7.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 4203's Return on Equity is forecast to be low in 3 years time (11%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 07:50
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sumitomo Bakelite Company Limited is covered by 22 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Niima KomuraBofA Global Research
Takao KanaiCitigroup Inc
Masao YoshidaCLSA