Sumitomo Bakelite Company Limited logo

Sumitomo Bakelite Company Limited

4203.T

JPXBasic MaterialsChemicals - Specialty

Latest quote

¥7,319

+¥106 · +1.47%

Aug 25, 11:05 AM JST

4203.T company overview

Regular session · JST · Market data may be delayed.

Company profile

Company website

Sumitomo Bakelite Company Limited, established in 1932 and headquartered in Tokyo, Japan, operates worldwide alongside its subsidiaries. The company is engaged in the research, development, manufacturing, and global distribution of a diverse product portfolio encompassing semiconductor materials, plastic items, and life-related solutions. For the semiconductor industry, their specialized materials include epoxy resin molding compounds for device encapsulation, liquid photosensitive coating resins, advanced liquid resins for semiconductor applications, and crucial substrate materials for semiconductor packages. Beyond electronics, Sumitomo Bakelite produces a wide array of advanced plastic and industrial materials. This range features phenolic molding compounds, various phenolic resins, custom molded parts, and synthetic resin adhesives. They also manufacture copper-clad laminates (both phenolic and epoxy resin types) and components for aircraft interiors. Their broader plastics offerings feature melamine resin decorative laminates and sheets, versatile vinyl resin sheets and multilayer options, films designed for freshness preservation, and plates made from polycarbonate and PVC resins. Within the life sciences and healthcare sectors, the company provides medical devices, pharmaceuticals, and various biotechnology-related products. Additionally, they offer design and contracting services for waterproofing projects and contribute to interior decoration solutions for commercial spaces. Sumitomo Bakelite's comprehensive product lineup supports a broad spectrum of industries, including automotive, railway, and aviation; electrical and electronic equipment manufacturing; construction and residential development; various industrial applications; medical and laboratory institutions; biotechnology; agriculture; and specialized functional packaging, as well as retail store interiors.

Industry
Chemicals - Specialty
Sector
Basic Materials
Headquarters
JP
CEO
Shinichi Kajiya
Listed since
Jan 1, 2001
Employees
7,524

Market position

Day range

Current ¥7,319

52-week range

Current ¥7,319

Open
¥7,185
Previous close
¥7,213
Volume
492.1K
0.73× average
Average volume
677.7K
Average daily volume
Market cap
642.14B JPY
Beta
0.78
Market reference 1
50-day average
¥7,238.66
+1.11% above average
200-day average
¥5,932.8
+23.37% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
325.9B JPY
P/E (TTM)
20.38×
P/B (TTM)
1.79×
P/S (TTM)
1.9×
EV / EBITDA
6.09×
Earnings yield
6.62%
Free cash flow yield
4.62%
Dividend yield
1.50%

Profitability & efficiency

Gross margin
31.80%
Operating margin
11.48%
Net margin
9.34%
Return on equity
8.07%
Return on assets
5.79%
Return on invested capital
6.10%

Financial health

Debt / equity
0.08×
Current ratio
2.93×
Altman Z-score
4.64
Piotroski F-score
7 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends34%24%14%4%Gross margin, FY2021: 30.56%Gross margin, FY2022: 28.55%Gross margin, FY2023: 29.84%Gross margin, FY2024: 30.69%Gross margin, FY2025: 31.30%Operating margin, FY2021: 10.07%Operating margin, FY2022: 8.93%Operating margin, FY2023: 9.56%Operating margin, FY2024: 10.12%Operating margin, FY2025: 10.78%Net margin, FY2021: 6.95%Net margin, FY2022: 7.12%Net margin, FY2023: 7.60%Net margin, FY2024: 6.33%Net margin, FY2025: 8.76%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 30.56%. Gross margin FY2022 28.55%. Gross margin FY2023 29.84%. Gross margin FY2024 30.69%. Gross margin FY2025 31.30%. Operating margin FY2021 10.07%. Operating margin FY2022 8.93%. Operating margin FY2023 9.56%. Operating margin FY2024 10.12%. Operating margin FY2025 10.78%. Net margin FY2021 6.95%. Net margin FY2022 7.12%. Net margin FY2023 7.60%. Net margin FY2024 6.33%. Net margin FY2025 8.76%.

Income trends

Revenue

319.87B JPY+4.95%

Operating income

34.49B JPY+11.85%

Net income

28.01B JPY+45.29%
Income trends across reported periods350.02B JPY229.4B JPY108.77B JPY−11.86B JPYRevenue, FY2021: 263.11B JPYRevenue, FY2022: 284.94B JPYRevenue, FY2023: 287.27B JPYRevenue, FY2024: 304.77B JPYRevenue, FY2025: 319.87B JPYOperating income, FY2021: 26.49B JPYOperating income, FY2022: 25.45B JPYOperating income, FY2023: 27.46B JPYOperating income, FY2024: 30.84B JPYOperating income, FY2025: 34.49B JPYNet income, FY2021: 18.3B JPYNet income, FY2022: 20.29B JPYNet income, FY2023: 21.83B JPYNet income, FY2024: 19.28B JPYNet income, FY2025: 28.01B JPYFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 263.11B JPY. Revenue FY2022 284.94B JPY. Revenue FY2023 287.27B JPY. Revenue FY2024 304.77B JPY. Revenue FY2025 319.87B JPY. Operating income FY2021 26.49B JPY. Operating income FY2022 25.45B JPY. Operating income FY2023 27.46B JPY. Operating income FY2024 30.84B JPY. Operating income FY2025 34.49B JPY. Net income FY2021 18.3B JPY. Net income FY2022 20.29B JPY. Net income FY2023 21.83B JPY. Net income FY2024 19.28B JPY. Net income FY2025 28.01B JPY.
Metric (JPY)FY2025FY2024FY2023FY2022FY2021
Revenue319.87B JPY304.77B JPY287.27B JPY284.94B JPY263.11B JPY
Cost of goods sold219.76B JPY211.22B JPY201.56B JPY203.59B JPY182.71B JPY
Gross profit100.11B JPY93.55B JPY85.71B JPY81.35B JPY80.41B JPY
Research and development13.3B JPY
Selling, general, and administrative61.56B JPY58.61B JPY54.11B JPY51.89B JPY49.8B JPY
Operating expenses65.62B JPY62.71B JPY58.25B JPY55.9B JPY53.92B JPY
Interest income3.76B JPY4.15B JPY4.61B JPY1.33B JPY1.29B JPY
Interest expense395M JPY333M JPY322M JPY331M JPY298M JPY
Depreciation and amortization14.26B JPY13.97B JPY13.64B JPY13.77B JPY13.22B JPY
Operating income34.49B JPY30.84B JPY27.46B JPY25.45B JPY26.49B JPY
Net income28.01B JPY19.28B JPY21.83B JPY20.29B JPY18.3B JPY

Company facts updated Aug 25, 2026.

Earnings

EPS beat rate
50%
1 beat, 1 miss, 0 met estimates
Average EPS surprise
-15.46%
2 comparable reports
Latest EPS result
124.61

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly EPS actual values compared with estimates134.489045.521.04Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Q4 2024, reported Nov 5, 2024: actual 61.64, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Feb 3, 2025: actual 1.22, estimate —, surprise —, Comparison unavailable. Q2 2025, reported May 12, 2025: actual 70.89, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 4, 2025: actual 84.99, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Nov 4, 2025: actual 66.66, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Feb 2, 2026: actual 73.06, estimate —, surprise —, Comparison unavailable. Q2 2026, reported May 11, 2026: actual 94.81, estimate —, surprise —, Comparison unavailable. Q3 2026, reported Aug 3, 2026: actual 124.61, estimate —, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates99.02B89.3B79.59B69.87BQ1 '25MissQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 3, 2025: actual 77.96B JPY, estimate 78.42B JPY, surprise -0.59%, Miss. Q2 2025, reported May 12, 2025: actual 73.68B JPY, estimate 76.61B JPY, surprise -3.82%, Miss. Q3 2025, reported Aug 4, 2025: actual 77.67B JPY, estimate 77.17B JPY, surprise +0.65%, Beat. Q4 2025, reported Nov 4, 2025: actual 78.86B JPY, estimate 77.87B JPY, surprise +1.28%, Beat. Q1 2026, reported Feb 2, 2026: actual 81.31B JPY, estimate 80.75B JPY, surprise +0.69%, Beat. Q2 2026, reported May 11, 2026: actual 82.03B JPY, estimate 79.25B JPY, surprise +3.51%, Beat. Q3 2026, reported Aug 3, 2026: actual 95.21B JPY, estimate 83.97B JPY, surprise +13.39%, Beat. Q4 2026, reported Nov 9, 2026: actual —, estimate 89.38B JPY, surprise —, Comparison unavailable.

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

¥100

2025 complete year+110.5% since 2021

2026 partial: ¥60.00

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Sep 29, 2026

¥60.00

Semi-Annual

Record Sep 30, 2026 · Payment Sep 29, 2026

DividendUpcoming

Ex-dividend Mar 30, 2027

¥60.00

Semi-Annual

Record Mar 31, 2027 · Payment Mar 30, 2027

Dividend

Ex-dividend Mar 30, 2026

¥60.00

Semi-Annual

Record Mar 31, 2026 · Payment Jun 25, 2026

Dividend

Ex-dividend Sep 29, 2025

¥50.00

Annual

Record Sep 30, 2025 · Payment Dec 1, 2025

Dividend

Ex-dividend Mar 28, 2025

¥50.00

Special

Record Mar 31, 2025 · Payment Jun 25, 2025

Dividend

Ex-dividend Sep 27, 2024

¥45.00

Semi-Annual

Record Sep 30, 2024 · Payment Dec 2, 2024

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