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SUMCO Corporation (JP:3436)
:3436
Earnings Data
Report Date
May 08, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
6.72Last Year’s EPS
14.46Same Quarter Last Year
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 07, 2025
|% Change Since: 3.40%
|Next Earnings Date:May 08, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted the company's strong focus on technological advancements and investments in infrastructure, which are expected to drive future growth. However, the company faces challenges with declining profits due to increased expenses and competitive pressures, particularly in the 200mm wafer market. The closure of the Miyazaki plant is a significant restructuring move to address these challenges.Company Guidance
During the fourth quarter of fiscal year 2024, the company exceeded its sales forecast by approximately ¥2 billion, mainly due to higher-than-expected volumes and strong sales of leading-edge wafers. Despite this, there is an anticipated ¥2.5 billion quarter-on-quarter drop in operating profit for the first quarter of 2025, primarily driven by a ¥2.3 billion increase in depreciation expenses. The full-year dividend payout ratio stands at 39.7% with a fiscal year-end dividend of ¥6, totaling a ¥21 DPS. In the 300mm wafer market, a gradual recovery was observed, although the rebound's momentum was weaker than previous cycles. Demand for leading-edge applications remains strong, while legacy application recovery is weak. Meanwhile, 200mm wafer sales have declined significantly, especially in China, where the market is dominated by local manufacturers due to geopolitical tensions. The company is shutting down its Miyazaki plant and reallocating resources to focus on leading-edge wafer production, incurring an extraordinary loss of ¥5.8 billion in 2024. For fiscal 2024, total revenues were ¥396.6 billion, with operating income at ¥36.9 billion, reflecting a year-on-year decline. As it moves forward, the company is prioritizing structural reforms and modernization efforts to enhance its capabilities in producing leading-edge wafers.Overshooting Q4 Forecast
The company overshot its fourth-quarter forecast by around ¥2 billion due to higher-than-expected volumes and strong sales of leading edge wafers.
Dividend Payout
The fiscal year-end dividend will be ¥6, bringing the full year DPS to ¥21 with a dividend payout ratio of 39.7%.
Strong Demand for 300mm Wafers
Continued recovery in demand for 300mm wafers in Q4, led by AI data center applications.
R&D and Technological Advancements
The company is investing in R&D for leading-edge technologies such as 3D structures and wafer bonding, which are crucial for future growth in AI and memory applications.
CapEx and Infrastructure Investments
Significant capital expenditures of ¥214.9 billion, reflecting investments in new plants and infrastructure to support future growth.
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JP:3436 Earnings History
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
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JP:3436 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 07, 2025 | ¥1147.50 | ¥1156.50 | +0.78% |
| Nov 08, 2024 | ¥1496.22 | ¥1473.84 | -1.50% |
| Aug 07, 2024 | ¥1999.60 | ¥1993.63 | -0.30% |
| May 09, 2024 | ¥2391.18 | ¥2363.51 | -1.16% |
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.
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FAQ
When does SUMCO Corporation (JP:3436) report earnings?
SUMCO Corporation (JP:3436) is schdueled to report earning on May 08, 2025, TBA Not Confirmed.
What is SUMCO Corporation (JP:3436) earnings time?
SUMCO Corporation (JP:3436) earnings time is at May 08, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of SUMCO Corporation stock?
The P/E ratio of SUMCO Corporation is N/A.
What is JP:3436 EPS forecast?
JP:3436 EPS forecast for the fiscal quarter 2025 (Q1) is 6.72.
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