kabutan

Sumitomo Bakelite, First Half Net Income Increases by 4%

Tue Nov 4, 2025 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 November 4th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 4.3% from the same period last year, reaching 13.2 billion yen. Progress toward the full-year plan of 23.5 billion yen was 56.6%, also surpassing the five-year average of 48.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to expand 56.1% from the same period last year, reaching 10.2 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income amounted to 5.84 billion yen, an increase of 1.8% compared to the same period last year. The operating profit margin remained almost flat, changing from 9.8% in the same period last year to 10.0%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 141,942 12,604 14,718 11,074 118.2 46.7 Nov 6, 2023 IFRS
Apr - Sep, 2024 153,134 15,661 17,316 12,741 136.8 60.5 Nov 5, 2024 IFRS
Apr - Sep, 2025 156,528 16,462 18,109 13,291 151.7 ー Nov 4, 2025 IFRS
YoY +2.2% +5.1% +4.6% +4.3% +10.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 50 May 12, 2025 IFRS
Apr - Sep, 2025 Results 156,528 16,462 18,109 13,291 151.7 50 Nov 4, 2025 IFRS
Revision Rate － － － － －

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 151,639 9,131 11,298 6,540 70.9 50 May 12, 2025 IFRS
Oct - Mar, 2025 Guidance 153,472 14,538 ー 10,209 116.5 55 Nov 4, 2025 IFRS
YoY +1.2% +59.2% － +56.1% +64.4%

Current Period Guidance

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 Guidance 310,000 31,000 ー 23,500 268.1 105 May 12, 2025 IFRS
YoY +1.7% +25.0% － +21.9% +28.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 76,481 7,488 7,871 5,741 61.6 9.8 Nov 5, 2024 IFRS
Oct - Dec, 2024 77,957 2,573 3,924 114 1.2 3.3 Feb 3, 2025 IFRS
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
YoY +3.1% +5.0% +7.7% +1.8% +8.2%

Related Articles