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Sumitomo Bakelite Company Limited

TSE:4203 Stock Report

Market Cap: JP¥658.7b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Sumitomo Bakelite Management

Management criteria checks 3/4

Sumitomo Bakelite's CEO is Shinichi Kajiya, appointed in Jun 2025, has a tenure of 1.25 years. total yearly compensation is ¥103.00M, comprised of 51.5% salary and 48.5% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth ¥90.27M. The average tenure of the management team and the board of directors is 3.4 years and 4.8 years respectively.

Key information

Shinichi Kajiya

Chief executive officer

JP¥103.0m

Total compensation

CEO salary percentage51.46%
CEO tenure1.3yrs
CEO ownership0.01%
Management average tenure3.4yrs
Board average tenure4.8yrs

Recent management updates

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...

CEO Compensation Analysis

How has Shinichi Kajiya's remuneration changed compared to Sumitomo Bakelite's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

JP¥31b

Mar 31 2026JP¥103mJP¥53m

JP¥28b

Compensation vs Market: Shinichi's total compensation ($USD668.99K) is about average for companies of similar size in the JP market ($USD921.58K).

Compensation vs Earnings: Insufficient data to compare Shinichi's compensation with company performance.


CEO

Shinichi Kajiya (61 yo)

1.3yrs
Tenure
JP¥103,000,000
Compensation

Mr. Shinichi Kajiya serves as President of Sumitomo Bakelite Company Limited (Formerly, Meidensha Corporation) since June 2025 and serves as its Representative Director since June 2024 served as its Senior...


Leadership Team

NamePositionTenureCompensationOwnership
Shinichi Kajiya
President & Representative Director1.3yrsJP¥103.00m0.014%
¥ 89.3m
Takashi Kobayashi
GM of Medical Products Business Div.9.4yrsno datano data
Keisuke Kurachi
Senior Managing Executive Officer & Director10.4yrsno data0.018%
¥ 117.1m
Atsushi Tanaka
Managing Executive Officerno datano datano data
Hisao Nakanishi
Managing Executive Officerno datano datano data
Toshihide Kanazawa
Managing Executive Officerless than a yearno datano data
Toshiya Hirai
Managing Executive Officer & Director3.4yrsno data0.0042%
¥ 27.8m
Takeshi Saino
Managing Executive Officerno datano datano data
Yoshikazu Takezaki
Standing Corporate Auditorno datano data0.021%
¥ 138.1m
3.4yrs
Average Tenure
63yo
Average Age

Experienced Management: 4203's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Shinichi Kajiya
President & Representative Director2.3yrsJP¥103.00m0.014%
¥ 89.3m
Takashi Kobayashi
GM of Medical Products Business Div.8.3yrsno datano data
Keisuke Kurachi
Senior Managing Executive Officer & Director4.3yrsno data0.018%
¥ 117.1m
Toshiya Hirai
Managing Executive Officer & Director3.3yrsno data0.0042%
¥ 27.8m
Yoshikazu Takezaki
Standing Corporate Auditor3.3yrsno data0.021%
¥ 138.1m
Kazuo Matsuda
Independent Outside Director10.3yrsno data0.0064%
¥ 42.0m
Hiroyuki Wakabayashi
Outside Independent Director2.3yrsno data0.00046%
¥ 3.0m
Masayuki Hoshi
Independent Outside Directorless than a yearno datano data
Kazuhiko Fujiwara
Chairman of the Board12.3yrsJP¥110.00m0.041%
¥ 273.3m
Etsuko Nagashima
Outside Independent Director5.3yrsno data0.00080%
¥ 5.3m
Kazuhiko Yamagishi
Outside Corporate Auditor7.3yrsno datano data
Katsushige Aoki
Standing Corporate Auditor7.3yrsno data0.0039%
¥ 25.6m
4.8yrs
Average Tenure
65.5yo
Average Age

Experienced Board: 4203's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 15:08
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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

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