Chemicals · Fiscal year end Mar 31

Sumitomo Bakelite Company Limited

4203

住友ベークライト株式会社

FIGI BBG000BG4V444203.T4203 JPCorp. no. 9010701005073

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-06

For the first half of the fiscal year to 2026-03: Revenue ¥156.5 billion (+2.2% YoY), Profit before tax ¥18.1 billion (+4.6% YoY), Net income ¥13.3 billion (+4.3% YoY).

	This period	Year on year
Revenue	¥156.5bn	+2.2%
Profit before tax	¥18.1bn	+4.6%
Net profit to owners	¥13.3bn	+4.3%

From the securities report on EDINET, which states no forecast. History via /v1/companies/4203/earnings-releases.

Financials

IFRS · consolidated · fiscal year to 2026-03-31

Revenue: ¥319.9bn
Net income: ¥28.0bn
ROE: 8.8%
Equity ratio: 71.7%
Dividend / share: ¥110
Employees: 7,524

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥319.9bn	¥28.0bn	¥484.2bn	¥347.2bn	8.8%	¥319.52	¥35.0bn
2025-03-31	¥304.8bn	¥19.3bn	¥417.8bn	¥290.7bn	6.5%	¥208.91	¥43.7bn
2024-03-31	¥287.3bn	¥21.8bn	¥441.2bn	¥301.2bn	7.8%	¥233.66	¥40.2bn
2023-03-31	¥284.9bn	¥20.3bn	¥378.5bn	¥255.4bn	8.4%	¥215.59	¥23.6bn
2022-03-31	¥263.1bn	¥18.3bn	¥370.8bn	¥229.8bn	8.5%	¥194.43	¥27.9bn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	8.8	51.2
Ordinary margin	0.1214	75.9
Equity ratio, %	71.7	77.4
Revenue growth	0.0495	49.9
Net income growth	0.4529	73.2
Operating cash flow / assets	0.0723	56.1

Policy-uncertainty measure0.00 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change +0.70pt in 90 days; 16.6% held by other listed companies.

Results wording balance: +0.85. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥27.4bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥137m, 0.4% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/4203/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Internal control, 2026-06-22: see filing 上記の評価の結果、当連結会計年度の末日時点において、当社グループの財務報告に係る内部統制は有効であると判断いたしました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Semiconductor Materials, High Performance Plastics, Quality of Life Products, Other. /v1/companies/4203/segments

Latest voting result: 2026-06-24 · 剰余金の処分の件 · passed. /v1/companies/4203/voting

Ownership changes

All companies →

2026-08-21

Increase+0.70pt

Asset Management One Co., Ltd. raised holdings in Sumitomo Bakelite Company Limited (4203) to 6.87% from 6.17%.

S100YXUDFiler profile Original filing (PDF, Japanese)
2026-05-22

Decrease−1.04pt

GIC Private Limited reduced holdings in Sumitomo Bakelite Company Limited (4203) to 5.96% from 7.00%.

S100Y57HFiler profile Original filing (PDF, Japanese)
2026-05-22

Decrease−1.18pt

Capital Research and Management Company reduced holdings in Sumitomo Bakelite Company Limited (4203) to 5.94% from 7.12%.

S100Y5KDFiler profile Original filing (PDF, Japanese)
2025-12-22

Decrease−0.91pt

Asset Management One Co., Ltd. reduced holdings in Sumitomo Bakelite Company Limited (4203) to 6.17% from 7.08%.

S100XBRYFiler profile Original filing (PDF, Japanese)
2025-09-29

Decrease−1.02pt

GIC Private Limited reduced holdings in Sumitomo Bakelite Company Limited (4203) to 7.00% from 8.02%.

S100WR80Filer profile Original filing (PDF, Japanese)
2025-09-22

Increase+1.26pt

Capital Research and Management Company raised holdings in Sumitomo Bakelite Company Limited (4203) to 7.12% from 5.86%.

S100WPSFFiler profile Original filing (PDF, Japanese)
2025-09-19

Decrease−0.04pt

Sumitomo Mitsui Trust Bank,Limited reduced holdings in Sumitomo Bakelite Company Limited (4203) to 5.10% from 5.14%.

S100WPEEFiler profile Original filing (PDF, Japanese)
2025-04-16

Increase+1.07pt

GIC Private Limited raised holdings in Sumitomo Bakelite Company Limited (4203) to 8.02% from 6.95%.

S100VLJGFiler profile Original filing (PDF, Japanese)
2025-02-06

Decrease−5.60pt

SUMITOMO CHEMICAL COMPANY, LIMITED reduced holdings in Sumitomo Bakelite Company Limited (4203) to 9.87% from 15.47%.

S100V6RZFiler profile Original filing (PDF, Japanese)
2025-02-06

Threshold

Holdings of SUMITOMO CHEMICAL COMPANY, LIMITED in Sumitomo Bakelite Company Limited (4203) moved below 10% (15.47% -> 9.87%).

S100V6RZFiler profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Bought SoldHover a dot for the trade

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
GIC Private Limited	2024-09-18 – 2026-05-15	+4,971,099	+5.19pt	¥3,562.17	¥3,476–5,037
住友化学株式会社	2024-09-20 – 2025-02-04	-11,767,821	−12.55pt	¥3,545.13	¥3,476–3,631

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/4203/trades.

5% filings

Large shareholding reports on 4203

Filed	Filer	Stake	Change	Stated purpose
2026-08-21	Asset Management One Co., Ltd.	6.87%	+0.70pt	—
2026-05-22	GIC Private Limited	5.96%	−1.04pt	pure investment
2026-05-22	Capital Research and Management Company	5.94%	−1.18pt	pure investment
2025-12-22	Asset Management One Co., Ltd.	6.17%	−0.91pt	—
2025-09-29	GIC Private Limited	7.00%	−1.02pt	pure investment
2025-09-22	Capital Research and Management Company	7.12%	+1.26pt	pure investment
2025-09-19	Sumitomo Mitsui Trust Bank,Limited	5.10%	−0.04pt	—
2025-04-16	GIC Private Limited	8.02%	+1.07pt	pure investment
2025-02-06	SUMITOMO CHEMICAL COMPANY, LIMITED	9.87%	−5.60pt	business alliance
2025-02-06	Nomura Securities Co.,Ltd.	7.01%	+1.04pt	—

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 14 issues
Book value: ¥46.1bn
Sold in the year: ¥8.8bn 9 issues
Bought in the year: — — issues
Mutual, both reports: 11
Held by listed cos.: 21

Holds	Book value	Shares vs. prior year	Mutual
SUMITOMO CORPORATION 8053	¥11.3bn	0.0%	both reports
住友不動産㈱(注)４	¥8.8bn	+100.0%	stated
MS&AD Insurance Group Holdings, Inc. 8725	¥7.0bn	0.0%	both reports
NITTO BOSEKI CO.,LTD. 3110	¥4.4bn	-50.0%	both reports
Sumitomo Mitsui Trust Group, Inc. 8309	¥3.8bn	0.0%	both reports
住友林業㈱(注)４	¥3.4bn	+200.0%	stated
Sumitomo Mitsui Financial Group, Inc. 8316	¥2.4bn	-50.0%	no
SUMITOMO CHEMICAL COMPANY, LIMITED 4005	¥1.5bn	0.0%	both reports
Sumitomo Metal Mining Co., Ltd. 5713	¥1.2bn	0.0%	both reports
Sumitomo Electric Industries, Ltd. 5802	¥1.0bn	0.0%	both reports

Held by: SUMITOMO CHEMICAL COMPANY, LIMITED 4005, Sumitomo Mitsui Trust Group, Inc. 8309, MS&AD Insurance Group Holdings, Inc. 8725, SUMITOMO CORPORATION 8053, Sumitomo Forestry Co.,Ltd. 1911, Sumitomo Realty & Development Co.,Ltd. 8830, Iyogin Holdings,Inc. 5830, NAGASE & CO., LTD. 8012, Sumitomo Electric Industries, Ltd. 5802, Sumitomo Osaka Cement Co.,Ltd. 5232, The Hyakugo Bank, Ltd. 8368, Sumitomo Metal Mining Co., Ltd. 5713 and 9 more

Purposes, all holdings and mutual flags via /v1/companies/4203/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
日本マスタートラスト信託銀行株式会社（信託口）	11,748,000	13.39%
住友化学株式会社	9,251,000	10.55%
株式会社日本カストディ銀行（信託口）	7,103,000	8.10%
STATE STREET BANK AND TRUST COMPANY 505001	6,640,000	7.57%
GIC PRIVATE LIMITED - C	6,519,000	7.43%
株式会社日本カストディ銀行（信託口４）	2,279,000	2.60%
STATE STREET BANK AND TRUST COMPANY 505103	1,391,000	1.59%
株式会社日本カストディ銀行・三井住友信託退給口	1,309,000	1.49%
株式会社三井住友銀行	1,308,000	1.49%
MSIP CLIENT SECURITIES	1,079,000	1.23%

U.S. funds holding 4203

SEC Form N-PORT, reports to 2026-07-31

79 U.S. funds held 9,634,776 shares worth $429.4m.

Fund	Shares	Value	% of fund	As of
SMALLCAP World Fund Inc SMALLCAP World Fund Inc	5,099,500	$236.9m	0.250%	2026-06-30
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	780,314	$31.2m	0.005%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	523,854	$24.3m	0.008%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	562,400	$22.5m	0.012%	2026-07-31
Victory Trivalent International Small-Cap Fund Victory Portfolios	407,400	$18.9m	0.405%	2026-06-30

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/4203
GET /v1/companies/4203/financials
GET /v1/companies/4203/details
GET /v1/companies/4203/segments
GET /v1/companies/4203/voting
GET /v1/companies/4203/tender-offers
GET /v1/companies/4203/indicators
GET /v1/companies/4203/earnings-releases
GET /v1/events?ticker=4203
GET /v1/companies/4203/trades         
GET /v1/companies/4203/cross-holdings 
GET /v1/companies/4203/brief

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