Reported Earnings • Aug 07
First quarter 2027 earnings released: EPS: JP¥50.52 (vs JP¥15.95 in 1Q 2026) First quarter 2027 results: EPS: JP¥50.52 (up from JP¥15.95 in 1Q 2026). Revenue: JP¥40.4b (up 14% from 1Q 2026). Net income: JP¥3.26b (up 212% from 1Q 2026). Profit margin: 8.1% (up from 2.9% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥1,476, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 95% over the past three years. Declared Dividend • Jul 25
Final dividend of JP¥24.00 announced Shareholders will receive a dividend of JP¥24.00. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 2.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • May 30
Sumitomo Seika Chemicals Company, Limited. to Report Q1, 2027 Results on Aug 06, 2026 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q1, 2027 results on Aug 06, 2026 Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥587 (vs JP¥90.12 in FY 2025) Full year 2026 results: EPS: JP¥587 (up from JP¥90.12 in FY 2025). Revenue: JP¥148.4b (flat on FY 2025). Net income: JP¥7.68b (up 29% from FY 2025). Profit margin: 5.2% (up from 4.0% in FY 2025). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Announcement • May 13
Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces an Equity Buyback for 840,000 shares, representing 1.3% for ¥1,000 million. Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces a share repurchase program. Under the program, the company will repurchase up to 840,000 shares, representing approximately 1.3% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and implement capitalization strategies with flexibility. The program will expire on September 30, 2026. As of March 31, 2026, the company had 64,683,785 shares (excluding treasury stock) in issue and shares 5,275,195 in treasury. Announcement • May 12
Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 29, 2026 Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 29, 2026. Announcement • May 09
Sumitomo Seika Chemicals Company, Limited. to Report Fiscal Year 2026 Results on May 12, 2026 Sumitomo Seika Chemicals Company, Limited. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥120 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 65% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%). Buy Or Sell Opportunity • Feb 18
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 30% to JP¥6,910. The fair value is estimated to be JP¥5,667, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Reported Earnings • Feb 10
Third quarter 2026 earnings released: EPS: JP¥131 (vs JP¥271 in 3Q 2025) Third quarter 2026 results: EPS: JP¥131 (down from JP¥271 in 3Q 2025). Revenue: JP¥39.0b (flat on 3Q 2025). Net income: JP¥1.71b (down 52% from 3Q 2025). Profit margin: 4.4% (down from 9.2% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. New Risk • Feb 10
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 6.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 3.8% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.8% net profit margin). Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥6,220, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 73% over the past three years. Declared Dividend • Dec 06
First half dividend of JP¥100.00 announced Dividend of JP¥100.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Announcement • Dec 02
Sumitomo Seika Chemicals Company, Limited. to Report Q3, 2026 Results on Feb 09, 2026 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥170 (vs JP¥60.73 in 2Q 2025) Second quarter 2026 results: EPS: JP¥170 (up from JP¥60.73 in 2Q 2025). Revenue: JP¥37.1b (flat on 2Q 2025). Net income: JP¥2.23b (up 176% from 2Q 2025). Profit margin: 6.0% (up from 2.2% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%). Announcement • Sep 09
Sumitomo Seika Chemicals Company, Limited. to Report Q2, 2026 Results on Nov 12, 2025 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q2, 2026 results on Nov 12, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥79.73 (vs JP¥190 in 1Q 2025) First quarter 2026 results: EPS: JP¥79.73 (down from JP¥190 in 1Q 2025). Revenue: JP¥35.6b (down 3.6% from 1Q 2025). Net income: JP¥1.05b (down 59% from 1Q 2025). Profit margin: 2.9% (down from 6.8% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Announcement • Jul 11
Sumitomo Seika Chemicals Company, Limited. to Report Q1, 2026 Results on Aug 06, 2025 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q1, 2026 results on Aug 06, 2025 Declared Dividend • Jul 09
Final dividend of JP¥100.00 announced Dividend of JP¥100.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 25
Full year 2025 earnings released: EPS: JP¥451 (vs JP¥459 in FY 2024) Full year 2025 results: EPS: JP¥451 (down from JP¥459 in FY 2024). Revenue: JP¥147.6b (up 3.2% from FY 2024). Net income: JP¥5.96b (down 3.3% from FY 2024). Profit margin: 4.0% (down from 4.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Reported Earnings • May 13
Full year 2025 earnings released: EPS: JP¥451 (vs JP¥459 in FY 2024) Full year 2025 results: EPS: JP¥451 (down from JP¥459 in FY 2024). Revenue: JP¥147.6b (up 3.2% from FY 2024). Net income: JP¥5.96b (down 3.3% from FY 2024). Profit margin: 4.0% (down from 4.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%). Announcement • Mar 05
Sumitomo Seika Chemicals Company, Limited. to Report Fiscal Year 2025 Results on May 12, 2025 Sumitomo Seika Chemicals Company, Limited. announced that they will report fiscal year 2025 results on May 12, 2025 Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥271 (vs JP¥86.42 in 3Q 2024) Third quarter 2025 results: EPS: JP¥271 (up from JP¥86.42 in 3Q 2024). Revenue: JP¥38.7b (up 2.9% from 3Q 2024). Net income: JP¥3.57b (up 208% from 3Q 2024). Profit margin: 9.2% (up from 3.1% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 17
Sumitomo Seika Chemicals Company, Limited. to Report Q3, 2025 Results on Feb 07, 2025 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q3, 2025 results on Feb 07, 2025 Declared Dividend • Dec 06
First half dividend of JP¥100.00 announced Dividend of JP¥100.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (20% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 13
Second quarter 2025 earnings released: EPS: JP¥60.73 (vs JP¥158 in 2Q 2024) Second quarter 2025 results: EPS: JP¥60.73 (down from JP¥158 in 2Q 2024). Revenue: JP¥37.1b (up 4.3% from 2Q 2024). Net income: JP¥808.0m (down 62% from 2Q 2024). Profit margin: 2.2% (down from 6.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Nov 11
Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces an Equity Buyback for 200,000 shares, representing 1.5% for ¥1,000 million. Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 1.5% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns, as well as to implement a flexible capital policy. The program will expire on December 30, 2024. As of September 30, 2024, the company had 13,306,618 shares (excluding treasury stock) in issue and shares 680,602 in treasury. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%). Announcement • Sep 06
Sumitomo Seika Chemicals Company, Limited. to Report Q2, 2025 Results on Nov 11, 2024 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q2, 2025 results on Nov 11, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥190 (vs JP¥53.89 in 1Q 2024) First quarter 2025 results: EPS: JP¥190 (up from JP¥53.89 in 1Q 2024). Revenue: JP¥36.9b (up 8.2% from 1Q 2024). Net income: JP¥2.52b (up 247% from 1Q 2024). Profit margin: 6.8% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥4,280, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 32% over the past three years. Announcement • Jun 28
Sumitomo Seika Chemicals Company, Limited. to Report Q1, 2025 Results on Aug 09, 2024 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥459 (vs JP¥637 in FY 2023) Full year 2024 results: EPS: JP¥459 (down from JP¥637 in FY 2023). Revenue: JP¥143.0b (flat on FY 2023). Net income: JP¥6.17b (down 28% from FY 2023). Profit margin: 4.3% (down from 6.0% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Announcement • May 15
Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 27, 2024 Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 27, 2024. Announcement • Mar 28
Sumitomo Seika Chemicals Company, Limited. to Report Fiscal Year 2024 Results on May 13, 2024 Sumitomo Seika Chemicals Company, Limited. announced that they will report fiscal year 2024 results on May 13, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is on the higher end at 80% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥97.43 (vs JP¥149 in 3Q 2023) Third quarter 2024 results: EPS: JP¥97.43 (down from JP¥149 in 3Q 2023). Revenue: JP¥37.6b (up 6.3% from 3Q 2023). Net income: JP¥1.31b (down 35% from 3Q 2023). Profit margin: 3.5% (down from 5.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year. Announcement • Nov 07
Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces an Equity Buyback for 220,000 shares, representing 1.63% for ¥1,000 million. Sumitomo Seika Chemicals Company, Limited. (TSE:4008) announces a share repurchase program. Under the program, the company will repurchase up to 220,000 shares, representing 1.63% of its issued share capital, for ¥1,000 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns, and to implement agile capital policies. The program will expire on February 29, 2024. As of September 30, 2023, the company had 13,499,443 shares (excluding treasury stock) in issue and shares 481,027 in treasury. Reported Earnings • Nov 07
Second quarter 2024 earnings released: EPS: JP¥174 (vs JP¥254 in 2Q 2023) Second quarter 2024 results: EPS: JP¥174 (down from JP¥254 in 2Q 2023). Revenue: JP¥35.6b (down 2.6% from 2Q 2023). Net income: JP¥2.34b (down 32% from 2Q 2023). Profit margin: 6.6% (down from 9.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥100.00 per share at 4.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%). Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥53.88 (vs JP¥185 in 1Q 2023) First quarter 2024 results: EPS: JP¥53.88 (down from JP¥185 in 1Q 2023). Revenue: JP¥34.1b (down 7.7% from 1Q 2023). Net income: JP¥727.0m (down 71% from 1Q 2023). Profit margin: 2.1% (down from 6.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥637 (vs JP¥429 in FY 2022) Full year 2023 results: EPS: JP¥637 (up from JP¥429 in FY 2022). Revenue: JP¥143.0b (up 24% from FY 2022). Net income: JP¥8.59b (up 46% from FY 2022). Profit margin: 6.0% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • May 14
Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 23, 2023 Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 23, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥100.00 per share at 4.6% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%). Reported Earnings • Feb 09
Third quarter 2023 earnings released: EPS: JP¥149 (vs JP¥145 in 3Q 2022) Third quarter 2023 results: EPS: JP¥149 (up from JP¥145 in 3Q 2022). Revenue: JP¥35.4b (up 3.9% from 3Q 2022). Net income: JP¥2.01b (flat on 3Q 2022). Profit margin: 5.7% (down from 5.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥254 (vs JP¥67.94 in 2Q 2022) Second quarter 2023 results: EPS: JP¥254 (up from JP¥67.94 in 2Q 2022). Revenue: JP¥36.5b (up 51% from 2Q 2022). Net income: JP¥3.43b (up 266% from 2Q 2022). Profit margin: 9.4% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Masashi Kawasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 09
Second quarter 2023 earnings released: EPS: JP¥254 (vs JP¥67.94 in 2Q 2022) Second quarter 2023 results: EPS: JP¥254 (up from JP¥67.94 in 2Q 2022). Revenue: JP¥36.5b (up 51% from 2Q 2022). Net income: JP¥3.43b (up 266% from 2Q 2022). Profit margin: 9.4% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%). Reported Earnings • Aug 11
First quarter 2023 earnings released: EPS: JP¥185 (vs JP¥130 in 1Q 2022) First quarter 2023 results: EPS: JP¥185 (up from JP¥130 in 1Q 2022). Revenue: JP¥36.9b (up 42% from 1Q 2022). Net income: JP¥2.50b (up 39% from 1Q 2022). Profit margin: 6.8% (down from 6.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2022 earnings released: EPS: JP¥429 (vs JP¥516 in FY 2021) Full year 2022 results: EPS: JP¥429 (down from JP¥516 in FY 2021). Revenue: JP¥115.6b (up 12% from FY 2021). Net income: JP¥5.90b (down 17% from FY 2021). Profit margin: 5.1% (down from 6.9% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • May 14
Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 24, 2022 Sumitomo Seika Chemicals Company, Limited., Annual General Meeting, Jun 24, 2022. Board Change • Apr 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. 2 independent directors (9 non-independent directors). Independent External Director Masashi Kawasaki was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 08
Sumitomo Seika Chemicals Company, Limited. to Report Fiscal Year 2022 Results on May 12, 2022 Sumitomo Seika Chemicals Company, Limited. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%). Reported Earnings • Feb 04
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥145 (up from JP¥143 in 3Q 2021). Revenue: JP¥34.0b (up 40% from 3Q 2021). Net income: JP¥1.99b (up 1.3% from 3Q 2021). Profit margin: 5.9% (down from 8.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 04
Second quarter 2022 earnings released: EPS JP¥67.94 (vs JP¥93.75 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥24.2b (up 4.6% from 2Q 2021). Net income: JP¥937.0m (down 28% from 2Q 2021). Profit margin: 3.9% (down from 5.6% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%). Reported Earnings • Aug 11
First quarter 2022 earnings released: EPS JP¥130 (vs JP¥170 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥26.0b (down 6.3% from 1Q 2021). Net income: JP¥1.79b (down 24% from 1Q 2021). Profit margin: 6.9% (down from 8.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥516 (vs JP¥311 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥103.3b (up 3.6% from FY 2020). Net income: JP¥7.12b (up 66% from FY 2020). Profit margin: 6.9% (up from 4.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 09 June 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%). Announcement • Mar 04
Sumitomo Seika Chemicals Company, Limited. to Report Fiscal Year 2021 Results on May 13, 2021 Sumitomo Seika Chemicals Company, Limited. announced that they will report fiscal year 2021 results on May 13, 2021 Is New 90 Day High Low • Feb 26
New 90-day low: JP¥3,880 The company is down 5.0% from its price of JP¥4,100 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period. Reported Earnings • Feb 05
Third quarter 2021 earnings released: EPS JP¥143 (vs JP¥122 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥24.4b (down 6.5% from 3Q 2020). Net income: JP¥1.97b (up 17% from 3Q 2020). Profit margin: 8.1% (up from 6.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 27
New 90-day high: JP¥4,460 The company is up 32% from its price of JP¥3,380 on 29 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 19% over the same period. Announcement • Jan 16
Sumitomo Seika Chemicals Company, Limited. to Report Q3, 2021 Results on Feb 03, 2021 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q3, 2021 results on Feb 03, 2021 Is New 90 Day High Low • Jan 12
New 90-day high: JP¥4,350 The company is up 23% from its price of JP¥3,550 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. Is New 90 Day High Low • Dec 01
New 90-day high: JP¥4,160 The company is up 21% from its price of JP¥3,450 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. Announcement • Sep 19
Sumitomo Seika Chemicals Company, Limited. to Report Q2, 2021 Results on Nov 04, 2020 Sumitomo Seika Chemicals Company, Limited. announced that they will report Q2, 2021 results on Nov 04, 2020 
