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Sumco (3436) investor relations material
Sumco Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Net sales for 3Q FY2025 were ¥99.1B, with year-to-date sales at ¥304.4B, up 2.6% year-over-year, but operating profit dropped 80.4% to ¥5.8B and a net loss of ¥995M was recorded.
Profit attributable to owners of parent was ¥(3.9)B for 3Q, with EBITDA margin at 27.6%.
Strong demand for 300mm silicon wafers for AI and data centers persisted, but demand for other products and smaller wafers remained weak due to inventory adjustments.
Business reforms included reorganizing production for 200mm and smaller wafers to improve efficiency and profitability.
Financial highlights
3Q net sales: ¥99.1B; operating profit: ¥(1.6)B; ordinary profit: ¥(2.6)B; profit attributable to owners: ¥(3.9)B.
EBITDA margin improved to 27.6% in 3Q, up 1.8 percentage points from forecast.
Year-to-date EBITDA: ¥83.4B; operating margin: 1.9%; ROE: (0.3)%.
Basic EPS for 3Q: ¥(11.66); year-to-date: ¥(2.85).
Gross profit declined from ¥56,355M to ¥46,750M year-over-year.
Outlook and guidance
Full-year FY2025 net sales expected at ¥404.4B, up 2.0% year-over-year, but operating profit forecast to drop by ¥41.1B to ¥(4.2)B, with a net loss attributable to owners of parent of ¥16.9B (EPS: ¥(48.33)).
4Q FY2025 net sales forecast: ¥100.0B; operating profit: ¥(10.0)B; ordinary profit: ¥(13.0)B; profit attributable to owners: ¥(16.0)B.
EBITDA margin expected to decline to 24.6% in 4Q.
Dividends per share for FY2025 forecast at ¥20, down from ¥21 in FY2024.
Continued monitoring of geopolitical risks and U.S. tariff policy impacts on semiconductor demand.
Non-leading-edge wafer impact on profit?
300mm wafer capital allocation strategy
How do geopolitical risks affect demand outlook?
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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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