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Sumitomo Bakelite Co., Ltd. (JP:4203)
:4203
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Sumitomo Bakelite Co., Ltd. (4203) Price & Analysis

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4203 Stock Chart & Stats

¥5152.00
-¥6.00(-0.15%)
At close: 4:00 PM EST
¥5152.00
-¥6.00(-0.15%)

Bulls Say, Bears Say

Bulls Say
Healthy Margins And Recent Revenue GrowthSustained gross, operating and net margins alongside ~8.6% TTM revenue growth show the business earns strong unit economics and pricing power. Improved margins provide durable cash flow buffer against cyclical demand, supporting reinvestment and steady earnings over the medium term.
Conservative Balance Sheet / Low LeverageVery low net leverage gives financial flexibility to fund R&D, capacity build or weather semiconductor cycles without stressing liquidity. The improved capital structure reduces refinancing risk and supports strategic investments or opportunistic M&A over the next several quarters.
Specialized Materials And Qualification BarriersA portfolio focused on semiconductor/electronics materials requires lengthy customer qualification and technical support, creating high switching costs and durable customer relationships. This specialization supports premium pricing and recurring B2B supply contracts over the medium term.
Bears Say
Weaker Free Cash Flow And Cash ConversionA material drop in FCF and sub‑optimal conversion (FCF only ~57% of net income) reduces internally available funds for capex, dividends or strategic projects. Persistently weaker cash conversion could constrain capital allocation and increase sensitivity to working capital swings.
Uneven, Cyclical Revenue GrowthRevenue volatility driven by end‑market cycles (semiconductors, industrial demand) makes forecasting and capacity planning difficult. Cyclical downturns can compress volumes and margin mix, creating execution risk for sustaining mid‑term growth and earnings predictability.
Modest Return On EquityROE in the mid‑6% range indicates limited capital efficiency relative to the investment needed to grow. Without improvements in asset turnover or margin expansion, modest ROE can cap shareholder returns and limit the payoff from incremental investments over the medium term.

Sumitomo Bakelite Co., Ltd. News

4203 FAQ

What was Sumitomo Bakelite Co., Ltd.’s price range in the past 12 months?
Sumitomo Bakelite Co., Ltd. lowest stock price was ¥3097.00 and its highest was ¥6063.00 in the past 12 months.
    What is Sumitomo Bakelite Co., Ltd.’s market cap?
    Sumitomo Bakelite Co., Ltd.’s market cap is ¥431.09B.
      When is Sumitomo Bakelite Co., Ltd.’s upcoming earnings report date?
      Sumitomo Bakelite Co., Ltd.’s upcoming earnings report date is May 11, 2026 which is in 22 days.
        How were Sumitomo Bakelite Co., Ltd.’s earnings last quarter?
        Sumitomo Bakelite Co., Ltd. released its earnings results on Feb 02, 2026. The company reported ¥73.06 earnings per share for the quarter, beating the consensus estimate of N/A by ¥73.06.
          Is Sumitomo Bakelite Co., Ltd. overvalued?
          According to Wall Street analysts Sumitomo Bakelite Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Sumitomo Bakelite Co., Ltd. pay dividends?
            Sumitomo Bakelite Co., Ltd. pays a Semiannually dividend of ¥55 which represents an annual dividend yield of 1.82%. See more information on Sumitomo Bakelite Co., Ltd. dividends here
              What is Sumitomo Bakelite Co., Ltd.’s EPS estimate?
              Sumitomo Bakelite Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Sumitomo Bakelite Co., Ltd. have?
              Sumitomo Bakelite Co., Ltd. has 88,249,855 shares outstanding.
                What happened to Sumitomo Bakelite Co., Ltd.’s price movement after its last earnings report?
                Sumitomo Bakelite Co., Ltd. reported an EPS of ¥73.06 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 0.037%.
                  Which hedge fund is a major shareholder of Sumitomo Bakelite Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:4203
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Sumitomo Bakelite Co., Ltd.

                    Sumitomo Bakelite Co., Ltd. (4203) is a leading Japanese manufacturer specializing in the production of high-performance plastics and resins. The company operates primarily in sectors such as automotive, electronics, and industrial materials, providing a diverse range of products including phenolic resins, epoxy resins, and thermoplastic materials. With a commitment to innovation and sustainability, Sumitomo Bakelite focuses on developing advanced materials that meet the evolving needs of its global customer base.

                    Sumitomo Bakelite Co., Ltd. (4203) Earnings & Revenues

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