The earnings call reflects a mixed sentiment with both positive and negative aspects. While the company has exceeded operating profit forecasts and is seeing growth in AI-driven 300mm wafers, it faces challenges with profitability declines, weak 200mm wafer demand, and external risks from Forex and tariffs. Inventory levels also remain a concern.

Company Guidance -

Q2 2025

During the call, the company provided guidance for the second quarter of fiscal 2025, projecting sales to remain unchanged quarter-on-quarter (Q-on-Q) at ¥100 billion. However, they anticipate a breakeven at the operating profit level, a ¥1 billion ordinary profit loss, and a ¥2 billion net profit loss. The decline in profitability, despite stable sales, is attributed to an expected ¥4.3 billion Q-on-Q increase in depreciation expenses and a ¥2.7 billion negative impact from foreign exchange (Forex) movements due to the strengthening yen. These factors together represent a Q-on-Q negative impact of ¥7 billion. The company also guided for an interim dividend of ¥10, considering the forecast for EBITDA and cash available for dividend payments. Additionally, the call highlighted the ongoing challenges in the semiconductor market, with weak demand for 200 mm wafers and mixed trends for 300 mm wafers, largely influenced by AI demand. The company expressed concerns about potential impacts from U.S. tariffs, especially in the automotive sector, and noted the uncertain market conditions affecting their outlook.

Operating Profit Exceeds Forecast

Q1 sales were largely in line with forecasts, but the company exceeded expectations for operating and ordinary profit due to delays in incurring depreciation.

Interim Dividend Guidance

The company is guiding for an interim dividend of ¥10 based on a comprehensive view including forecast for EBITDA and cash available for dividend payments.

AI Driving Demand for 300mm Wafers

AI is a key driver for 300 mm wafers, supporting a gradual recovery despite no signs of a recovery in legacy applications.

Stable Debt Management

Interest-bearing debt increased by ¥9.9 billion to cover refinancing needs, with a net increase of ¥10 billion, maintaining a stable debt-to-equity ratio of 1.62x.

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
Aug 07, 2025	2025 (Q2)	-2.08 / -	21.61	―	―	―
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)	―	―
May 11, 2023	2023 (Q1)	86.53 / 107.66	43.42	147.95% (+64.24)	―	―

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
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%
Aug 07, 2024	¥1981.76	¥1975.85	-0.30%

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 Aug 07, 2025, Before Open (Confirmed).

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

SUMCO Corporation (JP:3436) earnings time is at Aug 07, 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 (Q2) is -2.08.

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