The earnings call presented a mixed outlook. While there are notable achievements, such as exceeding revenue forecasts and strong AI-driven growth, the company faces significant challenges with forecasted losses, structural market changes, and geopolitical risks. Inventory issues are also delaying recovery. The company's efforts to manage CapEx and improve cash flow are positive signs, but the overall sentiment remains cautious.

Company Guidance -

Q3 2025

The guidance provided during the Q2 FY2025 results briefing highlighted key financial metrics and future projections, emphasizing the challenges and expectations moving forward. The company reported sales of JPY102.9 billion and an operating profit (OP) of JPY1.5 billion, surpassing the breakeven forecast. However, for Q3, the company anticipates an operating loss of JPY3.5 billion and an ordinary loss of JPY6 billion, primarily due to increased depreciation by JPY3.4 billion and a negative ForEx impact of JPY0.7 billion. Despite structural changes impacting 200-millimeter wafer demand, the company sees potential growth in 300-millimeter wafers, particularly in AI-related segments. The interim dividend was set at JPY10 per share, with future dividend levels yet to be determined. CapEx on an acceptance basis for Q2 was JPY19.2 billion, while depreciation hit JPY26.7 billion, with an exchange rate of JPY145 to the US dollar. The balance sheet showed total assets of JPY1,161.7 billion, with interest-bearing debt increasing to JPY364.5 billion. Free cash flow for H1 was negative JPY16.9 billion, with expectations of positive cash flow by year-end. The company highlighted ongoing geopolitical risks and tariff uncertainties, particularly concerning the US-China trade tensions, which may impact semiconductor markets.

Revenue Exceeds Forecast

Q2 sales were JPY102.9 billion, slightly ahead of the plan, with an operating profit of JPY1.5 billion compared to a breakeven forecast.

Strong AI-Driven Growth

AI-related segments are showing strong growth, particularly in logic-use wafers for 7-nanometer and lower with an annual growth rate of around 16%.

CapEx and Depreciation Management

CapEx for Q2 was JPY19.2 billion, down significantly from JPY124.7 billion last year, and the company expects depreciation to peak next year.

Improved Cash Flow Outlook

Free cash flow is expected to turn positive by the end of the year, with CapEx expected to decline significantly.

SUMCO Corporation (JP:3436) 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

Daily Earnings Calendar >

JP:3436 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-4.92 / -	10.43	―	―	―
Aug 07, 2025	2025 (Q2)	-2.08 / 0.10	21.61	-99.54% (-21.51)	―	―
May 08, 2025	2025 (Q1)	5.22 / 8.71	14.46	-39.76% (-5.75)	―	―
Feb 07, 2025	2024 (Q4)	11.03 / 10.34	14.132	-26.83% (-3.79)	―	―
Nov 08, 2024	2024 (Q3)	16.30 / 10.43	26.6	-60.79% (-16.17)	―	―
Aug 07, 2024	2024 (Q2)	24.54 / 21.61	34.16	-36.74% (-12.55)	―	―
May 09, 2024	2024 (Q1)	13.02 / 14.46	107.66	-86.57% (-93.20)	―	―
Feb 14, 2024	2023 (Q4)	13.82 / 14.13	53.101	-73.39% (-38.97)	―	―
Nov 08, 2023	2023 (Q3)	22.16 / 26.60	58.45	-54.49% (-31.85)	―	―
Aug 08, 2023	2023 (Q2)	34.25 / 34.16	46.04	-25.80% (-11.88)	―	―

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

JP:3436 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	¥1199.50	¥1210.00	+0.88%
May 08, 2025	¥964.52	¥985.23	+2.15%
Feb 07, 2025	¥1137.26	¥1146.18	+0.78%
Nov 08, 2024	¥1482.87	¥1460.69	-1.50%

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 (JP:3436) report earnings?

SUMCO Corporation (JP:3436) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is SUMCO Corporation (JP:3436) earnings time?

SUMCO Corporation (JP:3436) earnings time is at Nov 05, 2025, Before Open (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 (Q3) is -4.92.

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