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Investor Relations14 Oct 2025
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Sumco (3436) investor relations material
Sumco Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2/FY2025 sales reached ¥102.9B, slightly above plan, with operating profit at ¥1.5B and net profit flat, reflecting challenging market conditions and cost pressures.
1H/FY2025 net sales rose 3.6% year-on-year to ¥205.3B, but operating profit dropped 64.2% to ¥7.4B and net profit fell 75.6% to ¥3.1B.
EBITDA margin for Q2 was 26.7%, with a target to maintain 25% or higher.
Interim dividend set at ¥10 per share; year-end dividend undecided.
Business structural reforms initiated, including reorganization of 200mm and smaller wafer production.
Financial highlights
Q2 sales: ¥102.9B; operating profit: ¥1.5B; ordinary profit: nearly breakeven; net profit: zero.
1H sales: ¥205.3B (+¥7.1B YoY); OP: ¥7.4B (−¥13.4B YoY); basic EPS: ¥8.81 (−¥27.26 YoY).
CapEx for 1H: ¥51.9B (−¥72.8B YoY); depreciation for Q2: ¥26.7B.
Free cash flow for 1H: −¥16.9B; cash and deposits at ¥65.9B as of June 2025.
Operating margin for 1H: 3.6% (−6.9pp YoY); net profit margin: 1.5% (vs 6.4% prior year).
Outlook and guidance
Q3 sales forecast: ¥101.0B; operating loss: ¥3.5B; net loss: ¥5.5B.
Nine-month forecast: sales ¥306.3B (+3.2% YoY), OP ¥3.9B (−87% YoY), net loss ¥2.5B.
Q3 depreciation expected to rise to ¥31.2B; EBITDA margin to decline to 25.7%.
Demand for 300mm wafers remains strong for AI, but legacy and smaller wafer shipments are weak.
Ongoing business reforms and monitoring of geopolitical and tariff risks.
How will SUMCO address high depreciation costs?
What's the impact of US tariffs on SUMCO sales?
When will quarterly depreciation peak?
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Next Sumco earnings date
Q3 20257 Nov, 2025
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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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