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Sumitomo Bakelite (4203) investor relations material
Sumitomo Bakelite Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for 1Q FY2026 rose 22.6% year-over-year to ¥95,211 million, driven by strong demand, higher sales volumes, price optimization, and favorable forex.
Business profit increased 51.2% year-over-year to ¥13,625 million, with operating profit up 65.4% to ¥14,218 million.
Profit attributable to owners of parent grew 46.8% year-over-year to ¥10,933 million.
Financial highlights
Revenue increased by ¥17.5 billion year-over-year, with significant contributions from all segments.
Gross profit for Q1 FY2026 was ¥31,693 million, up from ¥24,518 million year-over-year.
Basic earnings per share increased to ¥124.61 from ¥84.99 year-over-year.
Total assets reached ¥503,479 million, up ¥19,312 million from the previous fiscal year-end.
Cash and cash equivalents at quarter-end were ¥130,290 million, up ¥5,538 million sequentially.
Outlook and guidance
FY2026 revenue forecast is ¥337,000 million, up 5.4% from FY2025.
Business profit forecasted at ¥38,000 million, a 10.2% increase year-over-year.
Operating profit forecasted at ¥28,500 million (+5.7%), and EPS at ¥324.84.
Dividend per share forecast raised to ¥120.00, up ¥10 from FY2025.
No changes to previously announced forecasts.
- Record profits and revenue driven by semiconductors, with higher dividends and strong FY2026 outlook.4203
Q4 2026 - 2030 vision targets growth in semiconductors, plastics, and healthcare, driven by innovation and sustainability.4203
Investor presentation - Strong profit growth, raised guidance, and a strategic semiconductor acquisition announced.4203
Q3 2025 - Semiconductor demand drove profit and revenue growth, with guidance and dividends rising.4203
Q2 2026 - Strong profit growth driven by semiconductors, with higher dividends and steady guidance.4203
Q1 2025 - Strong revenue and profit growth across all segments, with positive full-year outlook.4203
Q1 2024 - Strong revenue and profit growth driven by all major business segments.4203
Q2 2025 - Record revenue and profit growth, but net profit fell on one-time charges; outlook is positive.4203
Q4 2025 - Profit outlook cut on impairment losses despite strong revenue and segment growth.4203
Q3 2024
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