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Sumco
Sumco (3436) investor relations material
Sumco Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
FY2025 net sales rose to JPY 409.6 billion, up 3.3% year-over-year, but operating profit dropped sharply to JPY 1.3 billion from JPY 36.9 billion, with a net loss attributable to owners of parent of JPY 11.7 billion.
Profitability was pressured by weak demand for non-leading-edge and smaller wafers, increased depreciation from capital investments, and business restructuring expenses.
EBITDA for the year was JPY 112.4 billion, with a margin of 27.4%, nearly flat year-on-year.
Management transition announced, with a new president selected for international experience and continuity.
4Q 2025 saw sequential improvement in net sales and operating profit compared to 3Q, but both remained negative.
Financial highlights
Full-year net sales: JPY 409.6 billion (+3.3% YoY); operating profit: JPY 1.3 billion (down from JPY 36.9 billion); net loss: JPY 11.7 billion.
Q4 sales: JPY 105.2 billion; operating loss: JPY 4.5 billion; net loss: JPY 10.8 billion.
EBITDA: JPY 112.4 billion; EBITDA margin: 27.4%.
CapEx for FY2025: JPY 79.9 billion, down sharply year-on-year.
Free cash flow for the year was negative JPY 11.4 billion, but positive in the second half.
Outlook and guidance
Q1 FY2026 forecast: net sales JPY 100 billion, operating loss JPY 6 billion, net loss JPY 10 billion, basic EPS JPY (28.59).
Only quarterly forecasts are provided due to industry volatility.
Ongoing inventory correction for legacy nodes expected to last through year-end, with gradual recovery in leading-edge wafer demand from H2.
Wafer volumes for 2026 expected to be flat to slightly up year-on-year, with growth in leading edge offsetting legacy weakness.
Demand for 300mm wafers remains favorable for AI-related products, while legacy product recovery lags.
What caused the sharp rise in cost of sales in FY225?
Update on 200mm wafer production reorganization
Impact of non-leading-edge inventory drawdown on Q1?
Legacy inventory adjustment impact on 300mm demand
New CEO's international customer engagement strategy
Customer NAND capacity investment outlook
Partial view of Summaries dataset, powered by Quartr API
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Next Sumco earnings date
Q1 20267 May, 2026
Sumco
Next Sumco earnings date
Q1 20267 May, 2026
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Frequently asked questions
Sumco Corporation is a player in the semiconductor industry, specializing in the manufacture and sales of silicon wafers. Established in 1999, Sumco plays a crucial role in the semiconductor manufacturing process by providing high-quality silicon wafers, essential components for the fabrication of semiconductor devices. The company's expertise encompasses a wide range of silicon wafer products, catering to the diverse needs of semiconductor manufacturers worldwide. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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