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Sumitomo Bakelite, 2% Increase in Net Income, Update Record High for Second Consecutive Term, Dividend Raised by 10 Yen

Mon May 11, 2026 11:30 am JST Earnings

4203 Sumitomo Bakelite Company Limited 【IFRS】

Earnings Report

Sumitomo Bakelite Company Limited <4203> [TSE Prime] announced its financial results (based on IFRS) at noon (11:30) on May 11th. The consolidated net income for the fiscal year ended March 2026 expanded to 45.3% from the previous period to 28.0 billion yen. For the fiscal year ending March 2027, the consolidated net income is expected to grow by 1.7% to 28.5 billion yen, marking the second consecutive term of record-high profits. This will be the seventh consecutive term of revenue growth.

At the same time, the company has decided to increase the dividend this fiscal year to 120 yen, an increase of 10 yen from the previous fiscal year.

In the most recent three-month period, from January to March (4Q), the consolidated net income grew 29.4% from the same period last year, reaching 8.31 billion yen. The operating profit margin significantly improved from 8.9% in the same period last year to 13.0%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 287,267 27,200 31,489 21,831 233.7 75 May 13, 2024 IFRS
Mar, 2025 304,773 24,792 28,614 19,281 208.9 95 May 12, 2025 IFRS
Mar, 2026 319,867 35,478 38,842 28,014 319.5 110 May 11, 2026 IFRS
YoY +5.0% +43.1% +35.7% +45.3% +52.9%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Guidance 316,500 32,500 ー 25,500 290.7 110 Mar 30, 2026 IFRS
Mar, 2026 Results 319,867 35,478 38,842 28,014 319.5 110 May 11, 2026 IFRS
Revision Rate +1.1% +9.2% － +9.9% +9.9%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 156,528 16,462 18,109 13,291 151.7 50 Nov 4, 2025 IFRS
Apr - Sep, 2026 Guidance ー ー ー ー － 60 May 11, 2026 IFRS
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 304,773 24,792 28,614 19,281 208.9 95 May 12, 2025 IFRS
Mar, 2026 319,867 35,478 38,842 28,014 319.5 110 May 11, 2026 IFRS
Mar, 2027 Guidance 337,000 37,500 ー 28,500 324.8 120 May 11, 2026 IFRS
YoY +5.4% +5.7% － +1.7% +1.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 73,682 6,558 7,374 6,426 69.6 8.9 May 12, 2025 IFRS
Apr - Jun, 2025 77,668 8,596 9,634 7,448 85.0 11.1 Aug 4, 2025 IFRS
Jul - Sep, 2025 78,860 7,866 8,475 5,843 66.7 10.0 Nov 4, 2025 IFRS
Oct - Dec, 2025 81,305 8,369 9,398 6,406 73.1 10.3 Feb 2, 2026 IFRS
Jan - Mar, 2026 82,034 10,647 11,335 8,317 94.9 13.0 May 11, 2026 IFRS
YoY +11.3% +62.4% +53.7% +29.4% +36.2%

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