Sumitomo Bakelite stock gains as earnings accelerate
Published on 09/25/2026 at 08:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Sumitomo Bakelite stock stood at JPY 8,182 on the Tokyo Stock Exchange on September 25, 2026, up 1.89 percent. The move came as quarterly figures showed revenue of JPY 95.211 billion and operating profit of JPY 13.625 billion for Q1 2026.
Quarterly profit rises sharply
Sumitomo Bakelite reported Q1 2026 revenue of JPY 95.211 billion, compared with JPY 82.034 billion in the previous quarter. That represents a 16.1 percent sequential increase.
Operating profit advanced from JPY 8.624 billion in the previous quarter to JPY 13.625 billion in Q1 2026, a gain of 58.1 percent. Net income reached JPY 10.933 billion, while basic earnings per share came to JPY 124.61. The company's investor-relations page lists the results summary for the three months ended June 30, 2026, Sumitomo Bakelite.
AI demand supports chip materials
Semiconductor materials remain central to the investment case because the company supplies epoxy molding compounds, photoresists, bonding pastes and substrate materials. MarketScreener reported on September 17, 2026, that AI infrastructure spending was lifting demand for Sumitomo Bakelite's chip materials.
The share price was JPY 41 below the 52-week high of JPY 8,223 on September 25, 2026, leaving the stock 0.5 percent below that level. The market capitalization stood at JPY 717.85 billion, giving the latest earnings improvement a valuation context.
Analyst target reaches JPY 9,000
A September 2026 technology-sector report assigned Sumitomo Bakelite an Overweight rating and a JPY 9,000 target price, citing semiconductor materials and high-performance plastics. Futunn also said the earnings forecast had been revised upward. The target is JPY 818 above the September 25 price.
Stock stays near yearly high
Sumitomo Bakelite stock stood at JPY 8,182 on the Tokyo Stock Exchange on September 25, 2026, with the daily change at 1.89 percent. For investors, the key comparison is the 58.1 percent sequential increase in operating profit against the stock's 0.5 percent distance from its 52-week high.
Sumitomo Bakelite at a glance
- Company: Sumitomo Bakelite Co., Ltd.
- Ticker: 4203
- Trading venue: Tokyo Stock Exchange
- Price as of September 25, 2026: JPY 8,182
- Market capitalization: JPY 717.85 billion as of September 25, 2026
- 52-week range: JPY 4,696-8,223 as of September 25, 2026
- Sector / Industry: Basic Materials / Specialty Chemicals
