Sumitomo Bakelite (SBKLF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. Once again, I'm Kajiya Sumitomo. Thank you very much for joining us today. Thank you very much for your support from day to day. Thank you very much. I'd like to take this opportunity to thank you. Now, I'd like to explain the settlement of the second quarter. This figure shows the results of the second half of March in 2026. Compared to the same year, the sales revenue was 1,565 billion yen, the business profit was 171 billion yen, the business profit was 165 billion yen, and the total profit was 133 billion yen. This is a business segment-specific business performance comparison. The upper part is sales revenue, and the lower part is business profit. The thin part on the left is the previous year's figure, and the current year's figure is a dark blue graph. First of all, the semiconductor-related materials. The sales revenue has increased by 5.13 billion yen to 46.1 billion yen. In addition, sales revenue has increased by 10.2 billion yen to 9.4 billion yen. As for high-tech plastic products, sales revenue is 5.34 billion yen, which is minus 5.12 billion yen. Business profit is slightly more than 5.34 billion yen, which is 26 billion yen. Quality of life is 5.38 billion yen, which is plus 6.7 billion yen. This is the sales volume of the market. On the left is the number of materials related to semiconductors. 26.8 billion yen is the number of this second quarter. I wrote a comment at the bottom, but in addition to the growth of the Chinese market, the expansion of power semiconductors for AI and edge AI cutting materials has increased. In particular, the windage material has increased, and we are continuing to update the past and present. uh uh uh uh It has been affected by the overall decline. On the other hand, the polymer used in AI semiconducto...