SUMITOMO CHEMICAL, Net Income Forecast for the Fiscal Year Revised Upward by 22%, Dividend Revised Upward by 1.5 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Tue Feb 3, 2026 1:30 pm JST Earnings

4005 SUMITOMO CHEMICAL COMPANY, LIMITED 【IFRS】

Earnings Report

SUMITOMO CHEMICAL COMPANY, LIMITED <4005> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 3rd (13:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 3.1 times that of the same period last year, reaching 87.3 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 22.2%, from the previous forecast of 45.0 billion yen to 55.0 billion yen (compared to 38.5 billion yen in the previous period), increasing the growth rate from 16.6% to 42.5%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) has been revised upward 2.9 times, from the previous forecast of 5.30 billion yen to 15.3 billion yen (compared to 45.1 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 88.3% to 66.1%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 12 yen to 13.5 yen (compared to 9 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income increased 35.8% from the same period last year, reaching 47.6 billion yen. The operating profit margin drastically improved from 3.6% in the same period last year to 12.6%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2023	1,806,869	-160,634	-159,953	-109,778	-67.1	ー	Feb 2, 2024	IFRS
Apr - Dec, 2024	1,904,833	145,434	40,071	28,581	17.5	69.0	Feb 3, 2025	IFRS
Apr - Dec, 2025	1,706,327	180,416	144,399	87,363	53.4	ー	Feb 3, 2026	IFRS
YoY	-10.4%	+24.1%	+260.4%	+205.7%	+205.6%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	1,194,606	56,315	ー	5,301	3.2	6	Nov 4, 2025	IFRS
Oct - Mar, 2025 New	1,204,606	61,315	ー	15,301	9.3	7.50	Feb 3, 2026	IFRS
Revision Rate	+0.8%	+8.9%	－	+188.6%	+188.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	2,290,000	160,000	ー	45,000	27.3	12	Nov 4, 2025	IFRS
Mar, 2026 New	2,300,000	165,000	ー	55,000	33.3	13.50	Feb 3, 2026	IFRS
Revision Rate	+0.4%	+3.1%	－	+22.2%	+22.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	1,364,886	71,784	88,632	45,118	27.6	6	May 14, 2025	IFRS
Oct - Mar, 2025 Guidance	1,204,606	61,315	ー	15,301	9.3	7.50	Feb 3, 2026	IFRS
YoY	-11.7%	-14.6%	－	-66.1%	-66.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	2,446,893	-488,826	-462,792	-311,838	-190.7	9	May 15, 2024	IFRS
Mar, 2025	2,606,281	193,033	58,093	38,591	23.6	9	May 14, 2025	IFRS
Mar, 2026 Guidance	2,300,000	165,000	ー	55,000	33.3	13.50	Feb 3, 2026	IFRS
YoY	-11.8%	-14.5%	－	+42.5%	+41.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	663,438	24,185	70,610	35,108	21.5	3.6	Feb 3, 2025	IFRS
Jan - Mar, 2025	701,448	47,599	18,022	10,010	6.1	6.8	May 14, 2025	IFRS
Apr - Jun, 2025	526,140	25,452	5,817	-4,523	-2.8	4.8	Aug 1, 2025	IFRS
Jul - Sep, 2025	569,254	78,233	82,081	44,222	27.0	13.7	Nov 4, 2025	IFRS
Oct - Dec, 2025	610,933	76,731	56,501	47,664	29.1	12.6	Feb 3, 2026	IFRS
YoY	-7.9%	+217.3%	-20.0%	+35.8%	+35.7%