Sumitomo Bakelite Co., Ltd.TSE: 4203

Financial Results for 2nd Quarter and Business Outlook(PDF 964KB)

· Issued by Sumitomo Bakelite Co., Ltd.
Financial Results for 2nd Quarter of FY2025

November 4, 2025

Sumitomo Bakelite Co., Ltd.

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Shinichi Kajiya, President and Representative Director





Outline of Financial Results for 2nd Quarter of FY2025

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Financial Results for 2nd Quarter of FY2025 (Y/Y)

[Unit: Billion yen]

2Q of FY2024

(1)

2Q of FY2025

(2)

Variance (Y/Y)

(2)-(1)

Ratio

Revenue

153.1

156.5

3.4

2.2%

Business Profit*

15.8

17.1

1.3

8.2%

Operating Profit

15.7

16.5

0.8

5.1%

Profit attributable to

owners of parent

12.7

13.3

0.6

4.3%

* "Business profit" is calculated by deducting "Cost of sales" and "Selling, general and administrative expenses" from "Revenue".

FOREX

2Q - FY2024

2Q - FY2025

JPY / USD

152.30

146.57

JPY / EUR

165.46

167.74

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Revenue and Business Profit by Business Segment (Y/Y)

[Unit: Billion yen]

Revenue

60.0

40.0

20.0

0.0

Semiconductor Materials High Performance Plastics Quality of Life Products

0.4 / 0.3

46.1

51.3

53.4

51.2

53.2

53.8

Other / All

Business Profit

12.0

8.0

4.0

0.0

9.4

10.2

-2.1 / -2.4

Other / All

6.0

6.7

2.5

2.6

Semiconductor Materials High Performance Plastics Quality of Life Products

2Q of FY2024
2Q of FY2025 4

Quarterly Revenue by Business Segment


21.1 20.6 22.5 23.6 23.4 21.8

24.426.8

26.0 26.7 27.5 25.9 26.0 26.1 26.025.1

26.3 24.3 26.4 26.8 28.4 25.5 27.126.7

Quality of Life Products

High Performance Plastics

Semiconductor Materials

[Unit: Billion yen]

30.0

20.0

10.0

0.0

3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q

FY

2023

FY2024

FY

2025

FY

2023

FY2024

FY

2025

FY

2023

FY2024

FY

2025

  • Semiconductor Materials : Driven by growth in the Chinese market and expansion of AI power semiconductors and advanced materials for edge AI, shipments of encapsulants continued to hit record highs after 1Q.

  • High Performance Plastics : Automotive structural components are struggling, while COPLUS demonstrates smooth progress in AI semiconductor applications.

  • Quality of Life Products : Overall steady growth continues, led by pharmaceutical packaging for generics.

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