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Winner, Winner: The Chicken McNugget Story
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Sumitomo Bakelite
Sumitomo Bakelite (4203) investor relations material
Sumitomo Bakelite Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary4 Nov, 2026
Executive summary
H1 FY2027 revenue was ¥192,041 million, up 22.7% YoY; business profit was ¥28,084 million, up 64.1%, and parent-attributable profit was ¥19,561 million, up 47.2%.
FY2027 guidance rose to revenue of ¥400,000 million, business profit of ¥55,000 million, operating profit of ¥50,000 million and parent profit of ¥35,000 million.
The ¥55,000 million business-profit forecast reaches the stated 2030 target four years ahead of schedule.
Growth reflected stronger semiconductor demand, selling-price optimization and yen depreciation; profitability improved despite higher raw-material prices.
Financial highlights
H1 gross profit was ¥64,556 million versus ¥48,896 million a year earlier; operating profit was ¥25,985 million versus ¥16,462 million.
Profit before tax was ¥27,649 million versus ¥18,109 million; basic and diluted EPS were both ¥222.94, compared with ¥151.65.
Revenue growth drivers were volume +¥12,900 million, selling prices +¥11,400 million and FX +¥11,200 million; business-profit bridge included price/cost +¥7,600 million and fixed costs -¥3,600 million.
Outlook and guidance
Versus prior guidance, FY2027 forecasts increased by ¥63,000 million for revenue, ¥17,000 million for business profit, ¥12,500 million for operating profit and ¥6,500 million for parent profit.
Segment FY2027 revenue guidance: semiconductor-related materials ¥155,000 million, high-performance plastics ¥129,000 million and quality of life ¥115,000 million.
FY2027 basic EPS forecast is ¥398.89; the interim dividend was ¥70 per share and the full-year dividend forecast is ¥140 per share.
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Latest events from Sumitomo Bakelite
- Profit growth outpaced revenue, with FY2025 guidance projecting further gains.4203
Q4 2023 - Record profits and aggressive investments are fueling growth in AI, mobility, and sustainability.4203Corporate presentation
- Strong 1Q FY2026 growth driven by robust semiconductor and plastics demand, with higher dividends forecast.4203Q1 2026
- Record profits and revenue driven by semiconductors, with higher dividends and strong FY2026 outlook.4203Q4 2026
- 2030 vision targets growth in semiconductors, plastics, and healthcare, driven by innovation and sustainability.4203Investor presentation
- Strong profit growth, raised guidance, and a strategic semiconductor acquisition announced.4203Q3 2025
- Semiconductor demand drove profit and revenue growth, with guidance and dividends rising.4203Q2 2026
- Strong profit growth driven by semiconductors, with higher dividends and steady guidance.4203Q1 2025
- Strong revenue and profit growth across all segments, with positive full-year outlook.4203Q1 2024
Next Sumitomo Bakelite earnings date
Q3 20261 Feb, 2027
Sumitomo Bakelite
Next Sumitomo Bakelite earnings date
Q3 20261 Feb, 2027
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Frequently asked questions
Sumitomo Bakelite Co., Ltd. is a Japanese company specializing in high-performance plastics and advanced materials. The company produces a range of products, including semiconductor materials, printed circuit boards, and high-performance resins, which are used across industries such as electronics, automotive, healthcare, and construction. Sumitomo Bakelite is known for its expertise in phenolic resins and high-heat-resistant materials, which are crucial for applications requiring durability and reliability under extreme conditions. The company’s solutions support technological advancements in sectors needing specialized plastic materials. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.