SumcoSUMCO CORPORATION3436東証プライム金属製品FY ending Dec 2025, consolidated, J-GAAP

Sumco FY ending Dec 2025 results

Sumco brought in ¥409.7B in revenue.

Operating profit was close to zero, a slight profit per ¥100 of sales.

Revenue changed +3.3% from the prior year, operating profit -96.4%.

Revenue and profit pattern

Revenue up, profit downRevenue grew faster

Revenue +3.3% · profit -96.4%, calculated from disclosed figures.

Operating leverage: -29.29× (profit growth ÷ revenue growth)

What changed from last year

FY ending Dec 2024 → FY ending Dec 2025

Revenue: +3.3%¥396.6B → ¥409.7B
Gross profit: -25.1%¥72.7B → ¥54.5B
Operating income: -96.4%¥36.9B → ¥1.34B
Net income attributable to owners: -159.1%¥19.9B → -¥11.8B
Operating cash flow: +43.7%¥69.6B → ¥100B
Free cash flow: Loss-¥177.6B → -¥11B

Results at a glance

Revenue for the FY ending Dec 2025 was ¥409.7B, up +3.3% from ¥396.6B.
Profits moved the other way: gross profit dropped -25.1% to ¥54.5B, and operating income fell -96.4% from ¥36.9B to ¥1.34B.
Net income attributable to owners went from a ¥19.9B profit to a -¥11.8B loss.
Cash from operations improved +43.7% to ¥100B, and free cash flow narrowed from -¥177.6B to -¥11B.

What drove the change

Wafers for leading-edge chips stayed in strong demand as AI chip production ramped up
Other wafers recovered only slowly as customers worked down inventory, and shipments of smaller wafers stayed weak all year
Heavy spending to add capacity for leading-edge wafers pushed up depreciation costs

Things to watch

Wafer demand depends heavily on the chip market, which can be hit by geopolitical tension or an economic slowdown
If the market weakens while new capacity is still coming online, SUMCO could end up with idle capacity or impairment losses
Long-term polysilicon purchase contracts have left it with surplus raw material, which limits how far it can cut material costs until stock levels normalize

Annual Securities Report, 27th fiscal year (2025/01/01–2025/12/31) / Management's analysis of financial position, operating results and cash flows · Annual Securities Report, 27th fiscal year (2025/01/01–2025/12/31) / Business risks

Where the money goes

FY ending Dec 2024 → FY ending Dec 2025

Where ¥100 of sales goes

For every ¥100 Sumco sells, how much goes where, and how much is kept.

FY ending Dec 2025

Cost of sales: ¥87
SG&A: ¥13
Net loss: ¥3

Annual margin trends

Gross margin13.3%

Operating margin0.3%

Net margin-2.9%

Aligned fiscal years compare the shares of revenue remaining as gross, core, and net profit. Missing years are left unconnected.

Sources

Show source documents (6)

EDINET (FSA Japan)
有価証券報告書－第27期(2025/01/01－2025/12/31)
ID S100XRR52026-03-26Open
EDINET (FSA Japan)
有価証券報告書－第26期(2024/01/01－2024/12/31)
ID S100VFYA2025-03-27Open
EDINET (FSA Japan)
訂正有価証券報告書－第25期(2023/01/01－2023/12/31)
ID S100TD5S2024-05-10Open
EDINET (FSA Japan)
有価証券報告書－第24期(2022/01/01－2022/12/31)
ID S100QENF2023-03-29Open
EDINET (FSA Japan)
有価証券報告書－第23期(令和3年1月1日－令和3年12月31日)
ID S100NPKM2022-03-29Open
EDINET (FSA Japan)
訂正有価証券報告書－第22期(令和2年1月1日－令和2年12月31日)
ID S100L4EK2021-04-05Open

Extracted from XBRL: 49 / Derived from other figures: 1

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