Sumitomo Bakelite Company Limited (4203.T)
Tokyo, JP
Sumitomo Bakelite Company Limited, established in 1932 and headquartered in Tokyo, Japan, operates worldwide alongside its subsidiaries. The company is engaged in the research, development, manufacturing, and global distribution of a diverse product portfolio encompassing semiconductor materials, plastic items, and life-related solutions. For the semiconductor industry, their specialized materials include epoxy resin molding compounds for device encapsulation, liquid photosensitive coating resins, advanced liquid resins for semiconductor applications, and crucial substrate materials for semiconductor packages. Beyond electronics, Sumitomo Bakelite produces a wide array of advanced plastic and industrial materials. This range features phenolic molding compounds, various phenolic resins, custom molded parts, and synthetic resin adhesives. They also manufacture copper-clad laminates (both phenolic and epoxy resin types) and components for aircraft interiors. Their broader plastics offerings feature melamine resin decorative laminates and sheets, versatile vinyl resin sheets and multilayer options, films designed for freshness preservation, and plates made from polycarbonate and PVC resins. Within the life sciences and healthcare sectors, the company provides medical devices, pharmaceuticals, and various biotechnology-related products. Additionally, they offer design and contracting services for waterproofing projects and contribute to interior decoration solutions for commercial spaces. Sumitomo Bakelite's comprehensive product lineup supports a broad spectrum of industries, including automotive, railway, and aviation; electrical and electronic equipment manufacturing; construction and residential development; various industrial applications; medical and laboratory institutions; biotechnology; agriculture; and specialized functional packaging, as well as retail store interiors.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +7.30% | +17.63% | +26.56% | +14.38% | +29.10% | +29.82% | +87.79% | +164.47% | +198.04% | +508.27% | +207.63% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Chemicals - Specialty: +4.7%+5.0% ★ Q1'26: +11.3% (vs Q1'25)
-
EPS growth Chemicals - Specialty: +13.2%+53.0% ★ Q1'26: +32.4% (vs Q1'25)
-
FCF margin FCF growth · Chemicals - Specialty: +44.1%+4.9% Q1'26: +11.3% (vs Q1'25)
-
EBIT margin Chemicals - Specialty: +8.8%+10.8% ★ Q1'26: +10.5% (vs Q1'25)
-
ROIC Chemicals - Specialty: +5.6%+10.0% ★ Q1'26: +10.1% (vs Q1'25)
-
Share dilution Chemicals - Specialty: +0.1%-5.0% ★ Q1'26: -2.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Chemicals - Specialty: 0.18×0.56× ★ Q1'26: 0.56× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 5 Rev. Ana. 6 EPS Ana. |
Mar 2027 4 Rev. Ana. 4 EPS Ana. |
Mar 2028 5 Rev. Ana. 5 EPS Ana. |
Mar 2029 1 Rev. Ana. 1 EPS Ana. |
Mar 2030 1 Rev. Ana. 1 EPS Ana. |
Mar 2031 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
209.66B
est: 211.00B (-0.6%)
|
206.96B
est: 209.00B (-1.0%)
|
198.20B
est: 197.40B (+0.4%)
|
211.82B
est: 211.50B (+0.2%)
|
212.95B
est: 217.97B (-2.3%)
|
206.62B
est: 205.05B (+0.8%)
|
209.00B
est: 205.57B (+1.7%)
|
263.11B
est: 259.10B (+1.5%)
|
284.94B
est: 286.86B (-0.7%)
|
287.27B
est: 293.67B (-2.2%)
|
304.77B
est: 306.72B (-0.6%)
|
316.28B
313.44B – 318.04B
+3.1% YoY
|
336.70B
332.50B – 340.42B
+6.5% YoY
|
362.32B
340.57B – 386.05B
+7.6% YoY
|
387.50B
380.75B – 394.25B
+6.9% YoY
|
394.00B
379.36B – 409.50B
+1.7% YoY
|
420.00B
404.39B – 436.52B
+6.6% YoY
|
| EBITDA |
20.90B
est: 30.21B (-30.8%)
|
20.20B
est: 29.92B (-32.5%)
|
26.19B
est: 28.26B (-7.3%)
|
29.51B
est: 30.28B (-2.6%)
|
29.96B
est: 31.21B (-4.0%)
|
23.30B
est: 29.36B (-20.6%)
|
33.53B
est: 29.43B (+13.9%)
|
39.40B
est: 37.10B (+6.2%)
|
40.84B
est: 41.07B (-0.6%)
|
45.45B
est: 44.20B (+2.8%)
|
42.92B
est: 46.16B (-7.0%)
|
47.60B
47.18B – 47.87B
+3.1% YoY
|
50.68B
50.04B – 51.24B
+6.5% YoY
|
54.53B
51.26B – 58.10B
+7.6% YoY
|
58.32B
57.31B – 59.34B
+6.9% YoY
|
59.30B
57.10B – 61.63B
+1.7% YoY
|
63.21B
60.86B – 65.70B
+6.6% YoY
|
| EBIT |
11.65B
est: 19.64B (-40.7%)
|
7.71B
est: 19.45B (-60.4%)
|
14.71B
est: 18.37B (-19.9%)
|
19.72B
est: 19.68B (+0.2%)
|
19.81B
est: 20.28B (-2.4%)
|
12.02B
est: 19.08B (-37.0%)
|
21.27B
est: 19.13B (+11.2%)
|
26.18B
est: 24.11B (+8.6%)
|
27.07B
est: 26.69B (+1.4%)
|
31.81B
est: 29.48B (+7.9%)
|
28.95B
est: 30.79B (-6.0%)
|
31.75B
31.47B – 31.93B
+3.1% YoY
|
33.80B
33.38B – 34.18B
+6.5% YoY
|
36.38B
34.19B – 38.76B
+7.6% YoY
|
38.90B
38.23B – 39.58B
+6.9% YoY
|
39.56B
38.09B – 41.11B
+1.7% YoY
|
42.17B
40.60B – 43.82B
+6.6% YoY
|
| Net Income |
7.11B
est: 6.16B (+15.4%)
|
3.83B
est: 4.13B (-7.2%)
|
10.62B
est: 8.33B (+27.5%)
|
15.08B
est: 13.36B (+12.8%)
|
15.08B
est: 13.77B (+9.5%)
|
8.99B
est: 10.43B (-13.8%)
|
13.20B
est: 11.33B (+16.5%)
|
18.30B
est: 19.21B (-4.7%)
|
20.29B
est: 20.64B (-1.7%)
|
21.83B
est: 23.12B (-5.6%)
|
19.28B
est: 19.73B (-2.3%)
|
26.83B
25.99B – 27.67B
+36.0% YoY
|
30.14B
29.34B – 30.94B
+12.4% YoY
|
32.96B
31.35B – 39.17B
+9.3% YoY
|
37.60B
35.99B – 39.75B
+14.1% YoY
|
39.06B
37.17B – 41.05B
+3.9% YoY
|
42.81B
40.75B – 45.00B
+9.6% YoY
|
| SGA |
45.74B
est: 40.96B (+11.6%)
|
50.63B
est: 40.58B (+24.8%)
|
46.08B
est: 38.32B (+20.2%)
|
43.94B
est: 41.06B (+7.0%)
|
43.74B
est: 42.32B (+3.4%)
|
42.93B
est: 39.81B (+7.9%)
|
42.88B
est: 39.91B (+7.5%)
|
49.80B
est: 50.30B (-1.0%)
|
51.89B
est: 55.69B (-6.8%)
|
54.11B
est: 56.22B (-3.8%)
|
58.61B
est: 58.72B (-0.2%)
|
60.55B
60.01B – 60.89B
+3.1% YoY
|
64.46B
63.66B – 65.17B
+6.5% YoY
|
69.36B
65.20B – 73.91B
+7.6% YoY
|
74.19B
72.89B – 75.48B
+6.9% YoY
|
75.43B
72.63B – 78.40B
+1.7% YoY
|
80.41B
77.42B – 83.57B
+6.6% YoY
|
| EPS |
73.82
est: 66.77 (+10.6%)
|
40.02
est: 44.70 (-10.5%)
|
112.83
est: 90.25 (+25.0%)
|
160.18
est: 144.80 (+10.6%)
|
160.26
est: 149.25 (+7.4%)
|
95.48
est: 113.01 (-15.5%)
|
140.23
est: 122.73 (+14.3%)
|
194.43
est: 208.14 (-6.6%)
|
215.59
est: 222.11 (-2.9%)
|
233.66
est: 248.00 (-5.8%)
|
208.91
est: 203.94 (+2.4%)
|
290.37
281.57 – 299.76
+42.4% YoY
|
326.58
317.91 – 335.24
+12.5% YoY
|
374.32
339.73 – 424.44
+14.6% YoY
|
409.80
390.00 – 430.75
+9.5% YoY
|
423.20
402.75 – 444.84
+3.3% YoY
|
463.90
441.49 – 487.62
+9.6% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | MUFG Japan Small Cap Active ETF MJSC | 1.47% | 335.9K | 0.85% |
| 2 | WisdomTree Japan Opportunities Fund OPPJ | 1.02% | 2.87M | 0.58% |
| 3 | iShares MSCI Japan Small Cap UCITS ETF IDJP.L | 0.22% | 1.24M | 0.58% |
| 4 | iShares MSCI Japan Small-Cap ETF SCJ | 0.21% | 536.3K | 0.50% |
| 5 | Avantis International Small Cap Equity ETF AVDS | 0.15% | 480.0K | 0.30% |
| 6 | Schwab Fundamental International Small Company Index ETF FNDC | 0.13% | 3.85M | 0.39% |
| 7 | WisdomTree Japan Equity UCITS ETF DXJ.L | 0.10% | 836.2K | 0.48% |
| 8 | WisdomTree Japan Equity UCITS ETF - GBP Hedged DXJP.L | 0.10% | 1.12M | 0.45% |
| 9 | WisdomTree Japan Equity UCITS ETF - EUR Hedged Acc DXJF.MI | 0.10% | 952.6K | 0.45% |
| 10 | WisdomTree Japan Equity UCITS ETF - CHF Hedged Acc DXJD.SW | 0.10% | 1.03M | 0.45% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Shinichi Kajiya | President & Representative Director | 100M | male |
| Hisao Nakanishi | Managing Executive Officer | — | — |
| Keisuke Kurachi | Senior Managing Executive Officer & Director | — | male |
| Makoto Suzuki | Managing Executive Officer | — | — |
| Masayuki Inagaki | Executive Vice President & Representative Director | — | male |
| Nobuyuki Sashida | Managing Executive Officer | — | — |
| Takashi Kobayashi | GM of Medical Products Business Div., Senior Managing Executive Officer & Director | — | male |
| Takeshi Saino | Managing Executive Officer | — | — |
| Toshihide Kanazawa | Managing Executive Officer | — | — |
| Toshiya Hirai | Managing Executive Officer & Director | — | — |
| Atsushi Tanaka | Managing Executive Officer | — | — |
| Yoshikazu Takezaki | Standing Corporate Auditor | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for 4203.T
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
