The earnings call highlights stable sales performance and interim dividend guidance, but significant lowlights include projected declines in profitability, increased depreciation expenses, and challenges from Forex and tariffs. The company's outlook is cautious due to these negative factors.
Company Guidance -
Q2 2025
During the Q1 fiscal 2025 results briefing, significant guidance was provided regarding the company's financial outlook and market conditions. Chairman Hashimoto highlighted that while Q1 sales were in line with forecasts, operating and ordinary profits exceeded expectations due to delayed depreciation expenses. Looking ahead to Q2, the company projects flat sales quarter-on-quarter (Q-on-Q) but anticipates a breakeven at the operating profit level, with an ordinary profit loss of ¥1 billion and a net profit loss of ¥2 billion. Key factors impacting profitability include a projected ¥4.3 billion Q-on-Q depreciation increase and a ¥2.7 billion negative impact from a stronger Yen, totaling a ¥7 billion negative effect. Despite an unchanged sales forecast, the company expects a decline in profitability due to these factors, partly mitigated by a shift towards 300 mm wafer shipments. Additionally, the interim dividend guidance was set at ¥10, and ongoing challenges from macroeconomic conditions, inventory adjustments, and potential impacts from U.S. tariffs were discussed. The company plans to focus on cost management, improving its production capabilities, and adapting to market shifts, particularly the transition to 300 mm wafers driven by AI demand.
Q1 Operating Profit Exceeds Forecast
The company exceeded its forecast for operating profit and ordinary profit in Q1 fiscal 2025 due to delays in incurring depreciation.
Stable Sales Performance
Q1 sales were largely in line with forecasts, indicating stability in the company's revenue streams.
Positive Forex Impact in Q1
A positive impact of ¥1.6 billion from Forex contributed to operating profit, despite other cost increases.
Guidance for Interim Dividend
Guiding for an interim dividend of ¥10, taking into account EBITDA and available cash.
Sumco (SUOPY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SUOPY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 08, 2025
$13.58
$13.71
+0.96%
Feb 07, 2025
$15.13
$15.28
+0.99%
Nov 08, 2024
$19.66
$19.44
-1.12%
Aug 07, 2024
$27.83
$27.20
-2.26%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sumco Corporation (SUOPY) report earnings?
Sumco Corporation (SUOPY) is schdueled to report earning on Aug 12, 2025, TBA (Confirmed).
What is Sumco Corporation (SUOPY) earnings time?
Sumco Corporation (SUOPY) earnings time is at Aug 12, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.