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SUMCO Corporation
(3436)
SUMCO Corporation (3436) vs. iShares MSCI Japan ETF (EWJ)
SUMCO Corporation Business Overview & Revenue Model
SUMCO Corporation Earnings Call Summary
SUMCO Corporation Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 403.72B | 409.67B | 396.62B | 425.94B | 441.08B | 335.67B |
| Gross Profit | 71.86B | 49.91B | 72.73B | 108.25B | 143.35B | 80.12B |
| EBITDA | 108.27B | 112.44B | 114.09B | 165.43B | 172.00B | 104.33B |
| Net Income | 10.34B | -11.75B | 19.88B | 63.88B | 70.20B | 41.12B |
Balance Sheet | ||||||
| Total Assets | 1.16T | 1.13T | 1.17T | 1.07T | 892.55B | 764.82B |
| Cash, Cash Equivalents and Short-Term Investments | 80.91B | 75.30B | 95.67B | 156.35B | 259.31B | 224.67B |
| Total Debt | 364.52B | 353.86B | 353.95B | 224.45B | 141.38B | 141.07B |
| Total Liabilities | 505.89B | 480.18B | 515.45B | 437.56B | 301.07B | 241.98B |
| Stockholders Equity | 589.54B | 578.38B | 592.11B | 572.16B | 533.55B | 476.15B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -10.99B | -177.62B | -160.57B | 54.01B | 36.92B |
| Operating Cash Flow | 0.00 | 100.04B | 69.63B | 96.34B | 179.46B | 104.71B |
| Investing Cash Flow | 0.00 | -111.45B | -247.88B | -247.68B | -126.35B | -67.34B |
| Financing Cash Flow | 0.00 | -8.73B | 112.29B | 43.46B | -23.15B | 99.10B |
SUMCO Corporation Technical Analysis
SUMCO Corporation Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥2.09T | 25.76 | 21.73% | 2.29% | 11.29% | 11.38% | |
77 Outperform | ¥710.21B | 32.37 | 12.66% | 2.28% | 9.53% | -11.17% | |
76 Outperform | $298.60B | 22.48 | 5.41% | 3.28% | 11.15% | -19.39% | |
75 Outperform | ¥8.19T | 62.35 | 25.78% | 0.79% | 13.45% | 20.37% | |
73 Outperform | ¥20.16T | 40.09 | 27.73% | 1.79% | 16.74% | 16.03% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
50 Neutral | ¥639.93B | -54.39 | ― | 1.14% | 0.66% | -87.63% |
SUMCO Corporation Corporate Events
SUMCO Corporation has set its year-end dividend for the fiscal year ended December 31, 2025, at ¥10 per share, matching its earlier forecast and bringing the total annual dividend to ¥20 per share including the interim payout. The decision, approved by the board and funded from retained earnings, raises the year-end distribution from the previous year’s ¥6 while resulting in a marginally lower full-year dividend than fiscal 2024, reflecting a balance between rewarding shareholders and preserving resources for capital investment and future growth.
Management said the payout level was determined after assessing profit for the year, the business outlook, funding needs, free cash flow, and EBITDA, signaling a disciplined capital allocation policy amid ongoing semiconductor industry investment requirements. The move suggests SUMCO aims to maintain stable shareholder returns while retaining financial flexibility to support capacity and technology investments critical to its competitive position in the global wafer market.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1517.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO Corporation will reclassify its Taiwanese unit Formosa SUMCO Technology Corporation from a consolidated subsidiary to an equity-method affiliate by selling a 5.2% stake via the Taiwan securities market. The move will reduce the group’s voting rights from 43.2% to 38.0%, while maintaining a strong cooperative relationship and FST’s role as a major production and sales base for 300 mm and 200 mm wafers in Taiwan.
The change reflects SUMCO’s review of its capital relationship with joint venture partner Formosa Plastics Group and aligns FST’s status with its listed-company profile. The timing of completion and the resulting impact on SUMCO’s consolidated earnings for the year ending December 31, 2026 remain undetermined, leaving investors watching for subsequent disclosures on financial effects and governance implications.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1517.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO Corporation has announced a leadership change aimed at reinforcing its management structure, elevating Executive Vice President Naruya Hirota to the role of Representative Director and Executive Vice President. The move, subject to approval at the March 27, 2026 shareholders’ meeting, places a long-serving technology and planning executive with deep internal experience into a top management position.
Hirota’s career spans from his early days at Mitsubishi Metal Corporation to progressively senior roles at SUMCO, including leadership of epitaxial engineering, AI promotion, and planning and construction divisions. His promotion signals a continuity-focused strategy that leverages his operational and technological background to support SUMCO’s long-term execution in the semiconductor materials market and potentially bolster confidence among customers and investors in its governance framework.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1550.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO reported that its consolidated results for the fiscal year ended December 31, 2025 exceeded previous forecasts, driven by higher net sales and a swing to positive operating profit. The company posted net sales of ¥409.7 billion versus a forecast of ¥404.4 billion, while operating profit improved from an expected loss of ¥4.2 billion to a profit of ¥1.3 billion.
Ordinary loss and loss attributable to owners of parent were also smaller than projected, helped by a weaker yen and cost improvements, although both metrics remained in negative territory year on year. The performance indicates that efficiency gains and favorable foreign exchange partly offset a downturn from the stronger 2024 earnings base, offering some relief to investors concerned about margin pressure in the semiconductor cycle.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1550.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO Corporation released its financial results for the fiscal year ended December 31, 2025, along with fourth-quarter figures and an outlook for the first quarter of 2026. The disclosure, aimed at shareholders and investors, outlines consolidated business results, operating profit analysis, balance sheet and cash-flow trends, and a near-term earnings forecast in the context of current semiconductor market conditions.
Management highlights that the projections are based on information and assumptions as of the announcement date, and stresses that actual performance may differ due to economic conditions, semiconductor market trends, and foreign exchange movements. The release underscores SUMCO’s sensitivity to global demand and pricing in the wafer market, signaling that stakeholders should closely watch macroeconomic developments and chip industry cycles when assessing the company’s future performance.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1550.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO Corporation reported a modest 3.3% rise in net sales to ¥409.7 billion for the fiscal year ended December 31, 2025, but saw operating profit plunge 96.4% to ¥1.3 billion and swung to a net loss of ¥11.8 billion, reflecting a sharp squeeze on margins despite slightly higher revenues. Total assets and equity declined slightly, cash flow from operations improved to ¥100.0 billion with continued heavy investment outflows, the annual dividend was cut to ¥20 per share, and the company forecast a loss-making first quarter of 2026, underscoring ongoing pressure in the semiconductor cycle and signaling a cautious stance for shareholders and creditors.
Net assets slipped to ¥647.8 billion and the equity ratio edged up to 51.3%, indicating a still-solid balance sheet even as profitability deteriorated significantly year on year. With quarterly guidance pointing to further operating and ordinary losses, and dividend levels reduced despite the move into the red, SUMCO is prioritizing financial resilience and investment through the downturn, which may weigh on short-term returns but aims to preserve its competitive position when demand recovers.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1550.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.
SUMCO Corporation announced board-approved senior management changes aimed at reinforcing its management structure, effective March 27, 2026. Current Representative Director, Chairman & CEO Mayuki Hashimoto will become Director and Executive Advisor, while Representative Director and President Toshihiro Awa will retire from his role. Jiro Ryuta, presently Representative Director, Executive Vice President and General Manager of the Production and Technology Division and Kyushu Factory, will be promoted to Representative Director and President, bringing extensive international sales, factory management and group company leadership experience to the company’s top executive post.
The most recent analyst rating on (JP:3436) stock is a Hold with a Yen1205.00 price target. To see the full list of analyst forecasts on SUMCO Corporation stock, see the JP:3436 Stock Forecast page.