Sumitomo Chemical Co., Ltd. · TSE:4005
Sumitomo Chemical — Q4 2026 Earnings Presentation
37 slides from Sumitomo Chemical's earnings presentation, May 14, 2026
Slide 1: Investors’ Meeting for FY2025 Financial Results, Management Priorities and Business Strategies
Investors’ Meeting for FY2025 Financial Results, Management Priorities and Business Strategies May 14, 2026 Nobuaki Mito – President
Slide 2: Agenda
Agenda Section FY2025 Financial Results and 01 FY2026 Business Performance Forecast 4 Sector strategies Section 02 13 Strengthen management base Section 03 27 Epilogue 34 Section 04 2
Slide 3: Key points
Key points FY 25 underlying results represent a substantial improvement over FY 24, even after stripping out gains on business dispositions, etc. FY 26 guidance for underlying business performance call for solid growth in earnings power Agro & Life Solutions look to expand the biorationals bus
Slide 4: FY2025 Financial Results and FY2026 Business Performance Forecast
Section FY2025 Financial Results and FY2026 Business Performance 01 Forecast
Slide 5: FY2024 vs FY2025
01 FY2024 vs F2025 （Billions of yen） FY2025 FY2024 FY2025 Change Reasons for change Forecast (Feb) Structural reforms of Sales Revenue 2,606.3 2,328.5 -277.8 petrochemicals and ICT, etc. 2,300.0 Core Operating Income 140.5 208.4 67.9 See the next page 200.0 Net Income Attributable to Owners of the P
Slide 6: FY2025 Core Operating Income by Sector vs FY2024
01 FY2025 Core Operating Income by Sector vs FY2024 （Billions of yen） FY2025 FY2024 FY2025 Change Reasons for change Forecast (Feb) Agro & Life Solutions 55.0 56.3 1.4 55.0 ICT & Mobility Reduced shipments in display Solutions 70.6 53.0 -17.5 materials 55.0 Advanced Medical Solutions 4.0 2.8 -1.1 4.
Slide 7: Middle East Geopolitics
01 Middle East Geopolitics Current situation Raw materials Naphtha: Continue to work toward stable supply. Visibility into requirements into June. procure ment Others: Secured requirements for current production plans, although there are some risks Japan P&P: Operations continue based on avail
Slide 8: FY2026 Business Performance Forecast vs FY2025
01 FY2026 Business Performance Forecast vs FY2025 （Billions of yen） FY2025 FY2026 Actual Forecast Change Reasons for change Sales expansion of agrochemicals, Sales Revenue 2,328.5 2,360.0 31.5 semiconductor materials, and Sumitomo Pharma Core Operating Income 208.4 215.0 6.6 See the next page Operat
Slide 9: FY2026 Core Operating Income by Sector vs FY2025
01 FY2026 Core Operating Income by Sector vs FY2025 （Billions of yen） FY2025 FY2026 Actual Change Reasons for change Forecast Agro & Life Expand sales mainly in Solutions 56.3 65.0 8.7 agrichemicals overseas Increased shipments of ICT & Mobility Solutions 53.0 55.0 2.0 semiconductor materials outstr
Slide 10: FY 2026 Forecast (Underlying performance)
01 FY 2026 Forecast (Underlying performance) Profitability improves steadily and underlying performance grows significantly Aim to achieve mid-term targets one year early Core Operating Income （Billions of yen） ¥208.4 billion ¥215.0 billion 200 ¥140.5 billion Capital gains on approx. business 100 di
Slide 11: Interest-bearing liabilities and D/E ratio
01 Interest-bearing liabilities and D/E ratio The reduction of interest-bearing liabilities has significantly improved the D/E ratio. （Billions of yen） （times) Interest-bearing liabilities D/E ratio 1,600 1.6 1,400 1.3 1.4 1,200 1.2 1,000 1.0 800 0.8 0.8 600 0.6 400 0.4 200 0.2 0 0.0 2016 2017 2018
Slide 12: Shareholder returns
01 Shareholder returns For FY2026, we forecast an increase in the annual dividend to 16 yen per share. Aim to achieve an annual dividend of 24 yen per share at an early stage in the future. （yen） （Billions of yen） Year-end dividend(left axis) Interim dividend(left axis) Net Income Attributable to Ow
Slide 13: Sector strategies
Sector strategies Section 02
Slide 14: Upgrade business portfolio
02 Upgrade business portfolio Shift to a business portfolio centered on growth drivers Growth drivers Growth drivers Upgrade portfolio 29% 56% (% of core operating income) FY 2017 Growth drivers Nearly 2X (Forecast) FY 2026 Agro Core Operating ＆ Essential & Green Core Operating Life Income Income
Slide 15: Agro & Life Solutions Sector
02 Agro & Life Solutions Sector 3 Blockbuster candidates driving growth in the chemicals business INDIFLIN Rapidicil Pavecto Expand product portfolio (mixtures, etc.) Advance registration in countries in North Advance registration in South America and and South America. Expand product lineup E
Slide 16: Agro & Life Solutions Sector: INDIFLIN
02 Agro & Life Solutions Sector INDIFLIN : Expanding sales in core market Brazil. Adding indications and accelerating sales expansion in major markets. Fungicide market for soybeans （MUSD） Solid execution of measures to expand sales of INDIFLIN 2019 actual 2024 actual 2029 projection Large market ma
Slide 17: Agro & Life Solutions Sector: Biorationals
02 Agro & Life Solutions Sector Biorationals: Expanding sales globally through newly integrated company Established Sumitomo Biorational Company Accelerating sales in various regions Biorationals product sales by geography North America South America Europe Asia 150 bn. yen VBS MGK Growth in North A
Slide 18: Agro & Life Solutions Sector: Biorationals growth
02 Agro & Life Solutions Sector Biorationals: Further grow share in markets based on product development capabilities and dedicated salesforce Global strategy and actions Growth opportunities South America Continued growth in Middle and South American markets Further sales expansion in low crops, in
Slide 19: ICT & Mobility Solutions Sector (semiconductor materials)
02 ICT & Mobility Solutions Sector (semiconductor materials) Solidify our position as a world-class player in cutting-edge photoresist and high-purity chemicals The semiconductor business is steadily expanding To achieve sustainable growth in advanced fields, make proactive and upfront investments i
Slide 20: ICT & Mobility Solutions Sector (semiconductor chemicals)
02 ICT & Mobility Solutions Sector (semiconductor chemicals) Expand business domains (territories, solutions) through M&A in semiconductor chemicals Sumitomo Chemical's strengths AUECC’s businesses World-class process and analysis Technological Broad product lineup including specialty fields tec
Slide 21: ICT & Mobility Solutions Sector (photoresist)
02 ICT & Mobility Solutions Sector (photoresist) Create proprietary cutting-edge resists based on our new platform development and expand share ‘24 ‘25 ‘26 ‘27 … Supporting ArF immersion resist EUV High NA High NA EUV Alkaline development with negative resist (ArF immersion) Organic molecule resist
Slide 22: AI semiconductors are in a phase of sustainable growth
02 ICT & Mobility Solutions Sector (progress in commercialization of advanced back-end process materials, including for AI semiconductors) AI semiconductors are in a phase of sustainable growth and the market is expanding for advanced back-end process materials that support higher integration, highe
Slide 23: Advanced Medical Solutions Sector
02 Advanced Medical Solutions Sector iPS cell-derived therapy for Parkinson’s disease patients Obtained conditional and time-limited approval in Japan. Prioritizing the acceleration of clinical studies aimed at winning formal approval. 2025 2026 2027 2028 2029 2030 2031 2032 2033 Post-marketing clin
Slide 24: Advanced Medical Solutions Sector
02 Advanced Medical Solutions Sector Execute balanced growth measures designed to maximize benefits from minimal investments Advanced small molecule Regenerative medicine/cell Oligonucleotide CDMO APIs CDMO therapy CDMO Continue full operations leveraging Spreading reputation as industry leader in q
Slide 25: Essential & Green Materials Sector
02 Essential & Green Materials Sector Downscale commodities and concentrate on high value-added products to strengthen Essentials business infrastructure Advance further restructuring through alliances with other companies (Billions of yen) 250 Core Operating Income Optimize operations at Keiyo Ethy
Slide 26: Essential & Green Materials Sector
02 Essential & Green Materials Sector Expand licensing and catalysts business by capturing demand from growth in emerging countries while we contribute to global Green Transformation (GX) with next-generation technologies 2026 2030 2035 Leverage existing technological assets to expand our licensing
Slide 27: Strengthen management base
Section Strengthen 03 management base
Slide 28: Investments: Upgrade investment management processes
03 Investments: Upgrade investment management processes Making solid progress operating new investment management processes: Restrain investments and concentrate resources in growth drivers. Investment and business decision-making rooted in rigorous risk management Monitoring for flexible strategy o
Slide 29: Reorganization of R&D functions
03 Reorganization of R&D functions Prepare companywide strategic organization to advance structural reforms in R&D Overview of new organization(Effective April 2026) Aims of the reorganization NEW Newly formed companywide research strategic Companywide research strategic committee committee as a deci
Slide 30: DX: AI-native company
03 DX: AI-native company Accelerate generative AI-driven reforms and become an AI native company DX NEXT empowered by AI New DX 1.0 strategy DX 2.0 strategy DX 3.0 strategy Next steps AI cornerstone Toward DX NEXT Improve productivity Strengthen business Create value with in 4 digital domains compet
Slide 31: DX: Data monetization
03 DX: Data monetization Aiming to launch 5 products during the medium-term plan period, including the new digital product YAOYASAN Digital networking platform for natural materials Digital platform supporting agricultural management Leverages Sumitomo Chemical’s advanced A digital platform that com
Slide 32: Governance: Revisions to the executive compensation system
03 Governance: Revisions to the executive compensation system Increasing ties between executive compensation and business performance and capital efficiency and further strengthening management discipline Increased share of variable remuneration Introduce coefficient for ROIC achievement Purpose Strengt
Slide 33: Governance: Parent-subsidiary listing
03 Governance: Parent-subsidiary listing Accelerate reorganization of listed subsidiaries and affiliates from a best owner perspective Number of listed subsidiaries and Sold affiliates in Japan • Shinto Paint (FY 24) • Sumitomo Bakelite (FY 24) Sold all or some shares, based on best (No. of companie
Slide 34: Epilogue
Section 04 Epilogue
Slide 35: Enhancing Enterprise Value
04 Enhancing Enterprise Value Continue to improve capital efficiency and enhance enterprise value over the medium to long term Improve Upgrade business Disciplined focus on businesses where we can ROIC portfolio win ROE Execute continued Petro Rabigh, Sumitomo Pharma, Japan/Singapore structural refo
Slide 36: Overview
04 Overview In FY25, our business performance recovered strongly, and we made further progress in strengthening financial standing , steadily laying the groundwork for future growth. Portfolio restructuring advanced, positioning life sciences and advanced electronic materials as core businesses.
Slide 37: Cautionary Statement
Cautionary Statement Statements made in this document with respect to Sumitomo Chemical’s current plans, estimates, strategies and beliefs that are not historical facts are forward-looking statements about the future performance of Sumitomo Chemical. These statements are based on management’s assump
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