Overview
Chemicals

Sumitomo Bakelite Company,Limited

Sumitomo Bakelite is a leading Japanese plastics manufacturer engaged in the development, production, and sale of advanced materials across three core segments: semiconductor-related materials (including epoxy molding compounds, photosensitive wafer coat resins, and semiconductor substrate materials), high-performance plastics (including phenolic resins, industrial laminates, and aircraft interior components), and Quality of Life products (including medical devices, food packaging films, decorative panels, and biorelated products). The company serves a broad range of end markets including electronics, automotive, aerospace, medical, agriculture, and construction. Its competitive strengths lie in deep material science expertise rooted in its Sumitomo heritage, a diversified global manufacturing footprint, and an expanding portfolio of high-value specialty materials for semiconductor and next-generation technology applications.

Market Cap
¥667B
US$4.25B
EV
¥540B
US$3.45B
Stock¥7,600▼-2.41%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
9.7
x
LTM EV/EBIT
13.1
x
LTM PER
21.2
x
LTM PBR
1.9
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+28.3%pt
1001234
Oct 24, 25 – Oct 23, 26StockTOPIX
1Mar 4, 26Profit-taking ahead of earnings release
2Mar 9, 26Earnings release & guidance downward revision
3Mar 19, 26Dividend cut announcement
4Aug 3, 26Q1 FY2027/03 earnings announced
MC → EV Bridge
667BUS$4.25BMarket Cap36.9BUS$235M+ Debt130BUS$831M− Cash36.4BUS$232M− Inv. Sec.3.33BUS$21.2M+ NCI540BUS$3.45BEV
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Performance & Balance
Revenue 5Y (¥B)
263US$1.68B'22/3285US$1.82B'23/3287US$1.83B'24/3305US$1.94B'25/3320US$2.04B'26/3
EBITDA 5Y (¥B)
38.1US$243M'22/338.6US$246M'23/340.8US$260M'24/338.8US$247M'25/349.7US$317M'26/3
Net Income 5Y (¥B)
18.3US$117M'22/320.3US$129M'23/321.8US$139M'24/319.3US$123M'25/328.0US$179M'26/3
Capital Structure
91%
EquityD/E 0.10xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
127US$813M30.1US$192M'22/3117US$749M38.5US$245M'23/3152US$972M38.7US$247M'24/3140US$892M35.2US$225M'25/3125US$796M34.0US$217M'26/3
Shareholders
Top 10 hold 55.4%
1
The Master Trust Bank of Japan, Ltd. (Trust Account)
13.39%
2
SUMITOMO CHEMICAL COMPANY,LIMITED
10.55%
3
Custody Bank of Japan, Ltd. (Trust Account)
8.10%
4
STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)
7.57%
5
GIC PRIVATE LIMITED - C (Standing Proxy: MUFG Bank, Ltd.)
7.43%
6
Custody Bank of Japan, Ltd. (Trust Account 4)
2.60%
7
STATE STREET BANK AND TRUST COMPANY 505103 (Standing Proxy: Mizuho Bank, Ltd.)
1.59%
8
Japan Custody Bank, Ltd. (Sumitomo Mitsui Trust Bank Retirement Benefit Trust Account)
1.49%
9
Sumitomo Mitsui Banking Corporation
1.49%
10
MSIP CLIENT SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)
1.23%
Management
13 officers
Kazuhiko FUJIWARA
Representative Director, Chairman
Apr 1980 Joined the Company Jan 2003 Leader, Bio Product Development Project Team Jul 2007 General Manager, S-Bio Development Department Jun 2009 General Manager, S-Bio Business Division; Executive Officer Apr 2013 Managing Executive Officer Jun 2014 Director Apr 2016 Senior Managing Executive Officer; General Manager, High-Performance Plastics Products Business Division Jun 2018 Representative Director, President; President and Executive Officer Jun 2025 Representative Director, Chairman (current) Jun 2026 Representative Director, Green Chemicals Co., Ltd. (current)
1958-03-02
Shinichi KAJIYA
Representative Director, President and Executive Officer
Apr 1989 Joined the Company Apr 2017 General Manager, Information & Communication Materials Sales Division Apr 2019 Executive Officer Apr 2022 Managing Executive Officer Apr 2024 Senior Managing Executive Officer; General Manager, Materials Solutions Sales Division Jun 2024 Director Jun 2025 Representative Director, President (current); President and Executive Officer (current)
1965-04-09
Takashi KOBAYASHI
Director, Senior Managing Executive Officer
Apr 1987 Joined the Company Sep 2007 General Manager, Nantong Sumitomo Bakelite Co., Ltd. Apr 2013 Executive Officer; Deputy General Manager, High-Performance Plastics Products Business Division Sep 2014 Chairman, Nantong Sumitomo Bakelite Co., Ltd. Apr 2017 Managing Executive Officer Jun 2018 Director (current) Jun 2020 Representative Director, Akita Sumitomo Bakelite Co., Ltd. Jan 2021 Representative Director, SB Kawasumi Co., Ltd. (formerly Kawasumi Chemical Industries Co., Ltd.) Oct 2021 General Manager, Medical Device Business Division Apr 2023 Senior Managing Executive Officer (current) Apr 2026 Chairman, Sumitomo Bakelite Macau Co., Ltd. (current); Chairman, SNC Industrial Laminates Sdn. Bhd. (current)
1963-02-22
Keisuke KURACHI
Director, Senior Managing Executive Officer
Apr 1985 Joined the Company Apr 2016 Executive Officer; Representative Director, Kyushu Sumitomo Bakelite Co., Ltd.; Plant Manager, Utsunomiya Plant Apr 2018 Managing Executive Officer Apr 2022 Chairman, Taiwan Sumitomo Bakelite Co., Ltd. (current); Chairman, Taiwan Zhupei Co., Ltd. (current) Jun 2022 Director (current) Apr 2023 Senior Managing Executive Officer (current)
1962-06-27
Toshiya HIRAI
Director, Managing Executive Officer
Apr 1986 Joined Sumitomo Chemical Co., Ltd. (formerly Sumitomo Chemical Industries Co., Ltd.) Jul 2022 Executive Officer; General Manager, Corporate Strategy Planning Office, the Company Apr 2023 Managing Executive Officer (current) Jun 2023 Director (current)
1963-02-16
Kazuo MATSUDA
Director
Apr 1971 Joined Fuji Bank, Ltd. (now Mizuho Bank, Ltd.) Apr 2000 Senior Managing Executive Officer, Fuji Securities Co., Ltd. (now Mizuho Securities Co., Ltd.) Oct 2000 Managing Executive Officer, Mizuho Securities Co., Ltd. Jun 2009 Director and Representative Executive Officer, Senior Managing Executive Officer, NSK Ltd. Jun 2011 Senior Adviser, NSK Ltd.; Audit & Supervisory Board Member, Daido Metal Co., Ltd. (current) Jun 2015 Audit & Supervisory Board Member, the Company Jun 2016 Director, the Company (current)
1948-11-11
Etsuko NAGASHIMA
Director
Oct 1978 Joined Tohmatsu & Aoki Audit Corporation (now Deloitte Touche Tohmatsu LLC) Jul 1980 Joined Tsukibashi Accounting Office Oct 1982 Registered as Certified Public Accountant Jun 1988 Opened Nagashima Certified Public Accountant Office; Representative (current) Apr 2008 Representative Partner, Veritas Audit Corporation Jun 2016 Outside Director (Audit and Supervisory Committee Member), Bull-Dog Sauce Co., Ltd. (current) Jun 2019 Audit & Supervisory Board Member, the Company Jun 2021 Director, the Company (current)
1954-08-23
Hiroyuki WAKABAYASHI
Director
Apr 1979 Joined DENSO Corporation Jun 2006 Managing Officer, DENSO Corporation Jun 2013 Senior Managing Director, DENSO Corporation Jun 2014 Director, Senior Managing Officer, DENSO Corporation Jun 2015 Senior Managing Officer, DENSO Corporation Jun 2016 Director, Senior Managing Officer, DENSO Corporation Apr 2017 Representative Director, Executive Vice President, DENSO Corporation Jun 2024 Director, the Company (current) Mar 2026 Outside Director (Audit and Supervisory Committee Member), eSOL Co., Ltd. (current)
1956-01-15
Yoshikazu TAKEZAKI
Standing Audit & Supervisory Board Member
Apr 1985 Joined the Company Jun 2008 General Manager, Human Resources Development Department Apr 2015 Executive Officer; General Manager, Human Resources Division Apr 2021 Managing Executive Officer Jun 2023 Standing Audit & Supervisory Board Member (current)
1962-08-09
Katsushige AOKI
Standing Audit & Supervisory Board Member
Apr 1986 Joined Sumitomo Chemical Co., Ltd. (formerly Sumitomo Chemical Industries Co., Ltd.) Jun 2019 Standing Audit & Supervisory Board Member, the Company (current)
1961-04-12
Noriko KAWATE
Audit & Supervisory Board Member
Apr 1999 Joined Tohmatsu & Co. (now Deloitte Touche Tohmatsu LLC) Jul 2001 Registered as Certified Public Accountant Apr 2003 Head, Kawate Certified Public Accountant Office (current) Aug 2004 Joined Cast LPC (now Uryu Itoga Law Office) Nov 2004 Registered as Certified Tax Accountant Feb 2008 Established Clear Consulting Co., Ltd.; Representative Director (current) Jan 2009 Partner, Gracia Tax Accountant Corporation May 2011 Outside Director, Ichigo Inc. Nov 2011 Registered as U.S. Certified Public Accountant Feb 2015 Partner, CAST Group (now CAST Global Group) (current) Jun 2021 Audit & Supervisory Board Member, the Company (current) Outside Audit & Supervisory Board Member, Nichireki Co., Ltd. (now Nichireki Group Co., Ltd.) Jun 2024 Outside Director (Audit and Supervisory Committee Member), Nichireki Group Co., Ltd. (current)
1976-02-22
Masayuki HOSHI
Director
Apr 1982 Joined Fuji Bank, Ltd. (now Mizuho Bank, Ltd.) Apr 2009 Executive Officer, Mizuho Corporate Bank, Ltd. (now Mizuho Bank, Ltd.) Apr 2011 Managing Executive Officer, Mizuho Corporate Bank, Ltd. Apr 2013 Managing Executive Officer, Mizuho Financial Group, Inc. Jun 2014 Executive Managing Director, Mizuho Financial Group, Inc. May 2015 Managing Executive Officer, Oki Electric Industry Co., Ltd. Jun 2016 Director, Managing Executive Officer, Oki Electric Industry Co., Ltd. Apr 2017 Director, Senior Managing Executive Officer, Oki Electric Industry Co., Ltd. Apr 2019 Representative Director, Executive Vice President, Oki Electric Industry Co., Ltd. Jun 2022 Director, Executive Vice President, Oki Electric Industry Co., Ltd. Apr 2024 Director, Oki Electric Industry Co., Ltd. Jun 2026 Director, the Company (current)
1960-03-09
Kazuhiko YAMAGISHI
Audit & Supervisory Board Member
Apr 1984 Registered as Attorney at Law Sep 1995 Registered as Attorney at Law, New York State Mar 1998 Partner, Asahi Law Offices (current) Jun 2015 Outside Audit & Supervisory Board Member, Shin Cosmos Electric Co., Ltd. (current) Jun 2019 Audit & Supervisory Board Member, the Company (current)
1956-04-19
Large Shareholding Reports
GIC Private Limited
2026-05-22
7.00%→5.96%
Capital Research and Management Company
2026-05-22
7.12%→5.94%
Asset Management One Co., Ltd.
2025-12-22
6.83%→5.72%
GIC Private Limited
2025-09-29
8.02%→7.00%
Capital Research and Management Company
2025-09-22
5.86%→7.12%
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2025-09-19
2.46%→2.47%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-08-03
Q1 Earnings Flash
FY ending Mar 2027
EDINETAmended
2026-07-13
Amended Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-22
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-05-22
Large Shareholding Report
EDINET
2026-05-22
Large Shareholding Report
TDnet
2026-02-02
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-12-22
Large Shareholding Report
EDINET
2025-11-06
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINETAmended
2025-11-06
Amended Securities Registration Statement
EDINETAmended
2025-11-04
Amended Securities Registration Statement
EDINET
2025-09-29
Large Shareholding Report
EDINET
2025-09-22
Large Shareholding Report
EDINET
2025-09-19
Large Shareholding Report
TDnet
2025-08-04
Q1 Earnings Flash
FY ending Mar 2026
EDINETAmended
2025-06-27
Amended Securities Registration Statement
EDINETAmended
2025-06-20
Amended Securities Registration Statement
EDINET
2025-06-20
Annual Securities Report
Period: Apr 2024 – Mar 2025
EDINET
2025-05-12
Securities Registration Statement
TDnet
2025-02-03
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-07
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2024-08-05
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-25
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-07
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-08
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-09
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-22
Annual Securities Report
Period: Apr 2022 – Mar 2023
EDINET
2023-02-08
Quarterly Securities Report
Period: Oct 2022 – Dec 2022
EDINET
2022-11-09
Quarterly Securities Report
EDINET
2022-08-10
Quarterly Securities Report
EDINET
2022-06-23
Annual Securities Report
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