# SUMITOMO CHEMICAL COMPANY, LIMITED: business model and financials

> Latest period: FY ending Mar 2026, consolidated, IFRS
> Unit: JPY millions
> Sources: 有価証券報告書－第145期(2025/04/01－2026/03/31) (S100YAUO)
> Page: https://vizora.meequs.com/en/company/sumitomo-chemical
> Retrieved: 2026-09-30T22:16:34.104Z

## Company

Sumitomo Chemical, founded in 1934, is a company in Chemicals listed on TSE Prime. It has 27,491 employees (consolidated).

| Field | Value |
| --- | ---: |
| Legal name | SUMITOMO CHEMICAL COMPANY, LIMITED |
| Ticker | 4005 |
| Stock price | View on Yahoo Finance (https://finance.yahoo.co.jp/quote/4005.T) |
| Listing | TSE Prime |
| Head office | 東京都中央区日本橋二丁目7番1号 |
| Representative (per filing) | 代表取締役社長 水戸信彰 |
| Founded | Jun 1934 |
| Share capital | ¥90.2B |
| Employees (consolidated) | 27,491 |
| Average salary (parent only) | ¥9.6M |
| Fiscal year end | March |
| Website | www.sumitomo-chem.co.jp (https://www.sumitomo-chem.co.jp/) |
| Corporate number | 2010001071327 |
| EDINET | E00752 |
| Industries (Vizora) | Chemicals, Livestock, Feed & Fertilizer, Semiconductor Materials, Pharmaceuticals |

> Profile source: annual securities report (S100YAUO, filed 2026-06-22). As of filing

## Five-axis industry profile

Primary industry: Chemicals (2026-03-31)

| Axis | Industry percentile | Peers |
| --- | ---: | ---: |
| Revenue growth | 9.9 | 96 |
| Profitability | 40.5 | 100 |
| Cash conversion | 51.6 | 96 |
| Efficiency | 45.5 | 100 |

Each axis is shown independently. Missing values are labeled unavailable; no combined score is calculated. Industry rank is not an investment recommendation.

## Key points (generated from figures)

- About 29% of Sumitomo Chemical's sales come from Essential and Green Materials, with ICT and Mobility Solutions and Agro and Life Solutions making up much of the rest.
- Out of every ¥100 of sales, about ¥7 is left as operating profit.
- Revenue changed -10.7% from the prior year, operating profit -21.4%.

## Key figures at a glance

| Metric | Value | Note |
| --- | ---: | ---: |
| Revenue | ¥2.33T |  |
| Operating income | ¥151.7B | Margin 6.5% |
| Net income | ¥60.9B | Margin 2.6% |
| Free cash flow | — |  |
| Largest business | Essential and Green Materials | of segment revenue 29.2% |
| Employees (consolidated) | 27,491 |  |
| EPS | ¥37.16 |  |
| Diluted EPS | ¥37.15 |  |
| Book value per share | ¥255.28 |  |
| Equity ratio | 29.6% | Derived from disclosed figures |
| Shares outstanding | 1,657,914,000 |  |
| Treasury shares | 7,537,200 |  |
| Shareholders | 230,711 |  |
| Average salary (parent only) | ¥9.6M | Filing company only |
| Cash ratio | 6.1% | Cash ÷ revenue 9.0% |
| Vs. industry median margin | -1 pp | Chemicals |
| ROE | 6.4% | Derived from disclosed figures |
| ROA | 1.8% | Derived from disclosed figures |

## Notable figures

- FY2026, operating cash flow is 3.9× net income
- FY2026, segment profit share differs by 26 points

## What changed in 5 years

| Metric | FY ending Mar 2021 | FY ending Mar 2026 | Change |
| --- | ---: | ---: | ---: |
| Revenue | ¥2286978000000 | ¥2328515000000 | +1.8% |
| Operating income | ¥137115000000 | ¥151744000000 | +10.7% |
| Operating margin | 6.0% | 6.5% | +0.5 pp |
| Employees | 34,743 people | 27,491 people | -20.9% |
| Cash and equivalents | ¥360918000000 | ¥208589000000 | -42.2% |

### Change in segment revenue mix

Span: FY ending Mar 2021 → FY ending Mar 2026. Stable segment keys are connected; unmatched shares are marked as new or reorganized. Shares use total segment revenue.

| Flow | Revenue share |
| --- | ---: |
| 石油化学 → 事業再編・廃止 | 25.8% |
| エネルギー・機能材料 → 事業再編・廃止 | 10.7% |
| 情報電子化学 → 事業再編・廃止 | 18.9% |
| 健康・農業関連事業 → 事業再編・廃止 | 18.5% |
| 医薬品 → 事業再編・廃止 | 23.9% |
| その他 → その他 | 2.0% |
| その他 → 事業再編・廃止 | 0.3% |
| 新設・再編 → アグロ＆ライフソリューション | 22.3% |
| 新設・再編 → ICT＆モビリティソリューション | 24.7% |
| 新設・再編 → アドバンストメディカルソリューション | 2.5% |
| 新設・再編 → エッセンシャル＆グリーンマテリアルズ | 29.2% |
| 新設・再編 → 住友ファーマ | 19.4% |

Segment revenue source references: 12 (derived)

## Business growth × margin

X-axis: segment revenue CAGR. Y-axis: latest operating margin. Bubble size: latest revenue. CAGR requires at least two comparable years.

| Segment | CAGR span | Revenue CAGR | Latest revenue | Operating margin | Source refs |
| --- | ---: | ---: | ---: | ---: | ---: |
| Essential and Green Materials | 2 years | -12.5% | ¥678800000000 | 2.1% | 2 |
| ICT and Mobility Solutions | 2 years | -1.1% | ¥574162000000 | 9.2% | 2 |
| Agro and Life Solutions | 2 years | +0.4% | ¥519256000000 | 10.8% | 2 |
| Sumitomo Pharma | 2 years | +20.0% | ¥451933000000 | 24.0% | 2 |
| Advanced Medical Solutions | 2 years | +0.1% | ¥58601000000 | 4.8% | 2 |
| Other | 5 years | -2.2% | ¥45763000000 | 9.6% | 2 |

## Income statement（FY ending Mar 2026, consolidated, IFRS）

| Item | Amount (JPY mn) | % of revenue | Source |
| --- | ---: | ---: | ---: |
| Revenue | 2,328,515 | 100.0% | S100YAUO |
| Cost of revenue | 1,660,247 | 71.3% | S100YAUO |
| Gross profit | 668,268 | 28.7% | S100YAUO |
| SG&A | 565,505 | 24.3% | S100YAUO |
| Operating income | 151,744 | 6.5% | S100YAUO |
| Pretax income | 116,068 | 5.0% | S100YAUO |
| Income tax | 666 | 0.0% | S100YAUO |
| Net income | 115,402 | 5.0% | S100YAUO |
| Net income attributable to owners | 60,947 | 2.6% | S100YAUO |

## Per ¥100 of revenue（FY ending Mar 2026）

| Part | JPY |
| --- | ---: |
| Cost of revenue | 71 |
| SG&A | 24 |
| Other operating | -2 |
| Operating income | 7 |
| (Ref.) Net income | 3 |

### Margin funnel

Gross margin 28.7% → Operating margin 6.5% → Net margin 2.6%
Derived from reported figures (DERIVED).

## Revenue and profit pattern

Pattern: Revenue and profit down
Revenue growth: -10.7%; Core profit growth: -21.4%
Operating leverage (core profit growth ÷ revenue growth): 2.01×
Calculated from comparable annual consolidated filings.

## Year over year（FY ending Mar 2025 → FY ending Mar 2026、JPY mn）

| Metric | Prior | Current | Change | % change |
| --- | ---: | ---: | ---: | ---: |
| Revenue | 2,606,281 | 2,328,515 | -277,766 | -10.7% |
| Gross profit | 725,476 | 668,268 | -57,208 | -7.9% |
| Operating income | 193,033 | 151,744 | -41,289 | -21.4% |
| Net income attributable to owners | 38,591 | 60,947 | 22,356 | +57.9% |
| Operating cash flow | 233,027 | 234,759 | 1,732 | +0.7% |

## History（JPY mn）

| Period | Revenue | Op. income | Op. margin | Net income | Op. CF | FCF | Source |
| --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| FY ending Mar 2017 | 1,939,069 | — | — | 76,540 | 185,776 | — | S100LJNG |
| FY ending Mar 2018 | 2,190,509 | — | — | 133,768 | 293,250 | — | S100O9HK |
| FY ending Mar 2019 | 2,318,572 | — | — | 117,992 | 208,143 | — | S100QXTB |
| FY ending Mar 2020 | 2,225,804 | 137,517 | 6.2% | 30,926 | 106,012 | — | S100LJNG |
| FY ending Mar 2021 | 2,286,978 | 137,115 | 6.0% | 46,043 | 374,464 | — | S100O9HK |
| FY ending Mar 2022 | 2,765,321 | 215,003 | 7.8% | 162,130 | 171,715 | — | S100QXTB |
| FY ending Mar 2023 | 2,895,283 | -30,984 | -1.1% | 6,987 | 111,621 | — | S100TMMW |
| FY ending Mar 2024 | 2,446,893 | -488,826 | -20.0% | -311,838 | -51,317 | — | S100VXZW |
| FY ending Mar 2025 | 2,606,281 | 193,033 | 7.4% | 38,591 | 233,027 | — | S100YAUO |
| FY ending Mar 2026 | 2,328,515 | 151,744 | 6.5% | 60,947 | 234,759 | — | S100YAUO |

## People and productivity（FY ending Mar 2026, consolidated, IFRS）

| Metric | Value |
| --- | ---: |
| Revenue per employee (consolidated) | ¥84.7M |
| Operating income per employee (consolidated) | ¥5.5M |
| Net income per employee (consolidated) | ¥2.2M |

Employees, revenue and profit are consolidated. Average annual salary is a separate parent-company figure. Calculated from disclosed figures (DERIVED).

| History | FY ending Mar 2022 | FY ending Mar 2023 | FY ending Mar 2024 | FY ending Mar 2025 | FY ending Mar 2026 |
| --- | ---: | ---: | ---: | ---: | ---: |
| Employees (consolidated) | 34,703 | 33,572 | 32,161 | 29,279 | 27,491 |
| Average salary (parent company) | ¥8.8M | ¥9.1M | ¥8.4M | ¥8.2M | ¥9.6M |
| Average age (parent company) | 41.2 years | 41.5 years | 41.6 years | 42.1 years | 42.4 years |
| Average tenure (parent company) | 15.4 years | 15.5 years | 15.7 years | 16.3 years | 16.7 years |

Year over year: Employees (consolidated) -6.1% · Revenue (consolidated) -10.7%

## Segments（FY ending Mar 2026, consolidated, IFRS、JPY mn）

| Segment | Revenue | Share | Op. income | Op. margin |
| --- | ---: | ---: | ---: | ---: |
| Agro and Life Solutions | 519,256 | 22.3% | 56,334 | 10.8% |
| ICT and Mobility Solutions | 574,162 | 24.7% | 53,041 | 9.2% |
| Advanced Medical Solutions | 58,601 | 2.5% | 2,818 | 4.8% |
| Essential and Green Materials | 678,800 | 29.2% | 14,446 | 2.1% |
| Sumitomo Pharma | 451,933 | 19.4% | 108,444 | 24.0% |
| Other | 45,763 | 2.0% | 4,394 | 9.6% |

### segmentMix — Revenue and profit mix

Calculated from disclosed figures (DERIVED). Shares use total segment revenue and total positive segment profit respectively. Difference = profit share − revenue share (pt). Inter-segment sales may prevent reconciliation to company revenue.

| Segment | Revenue share | Profit share | Difference (pt) | Margin |
| --- | ---: | ---: | ---: | ---: |
| Agro and Life Solutions | 22.3% | 23.5% | 1.2 | 10.8% |
| ICT and Mobility Solutions | 24.7% | 22.1% | -2.5 | 9.2% |
| Advanced Medical Solutions | 2.5% | 1.2% | -1.3 | 4.8% |
| Essential and Green Materials | 29.2% | 6.0% | -23.1 | 2.1% |
| Sumitomo Pharma | 19.4% | 45.3% | 25.9 | 24.0% |
| Other | 2.0% | 1.8% | -0.1 | 9.6% |

Segment → industry: Agro and Life Solutions → Chemicals / Agro and Life Solutions → Livestock, Feed & Fertilizer / ICT and Mobility Solutions → Semiconductor Materials / ICT and Mobility Solutions → Chemicals / Advanced Medical Solutions → Pharmaceuticals / Essential and Green Materials → Chemicals / Sumitomo Pharma → Pharmaceuticals

## Revenue by geography

No geographic revenue breakdown was disclosed.

## Cash flow（FY ending Mar 2026, consolidated, IFRS）

| Item | Amount (JPY mn) | % of revenue | Source |
| --- | ---: | ---: | ---: |
| Operating cash flow | 234,759 | 10.1% | S100YAUO |
| Investing cash flow | -74,821 | -3.2% | S100YAUO |
| Financing cash flow | -199,068 | -8.5% | S100YAUO |
| Dividends paid | 19,680 | 0.8% | S100YAUO |
| Change in cash | -23,473 | -1.0% | S100YAUO |
| Cash and equivalents | 208,589 | 9.0% | S100YAUO |

## Balance sheet

Figures are as of each fiscal year end. Derived values are marked as such in the source column. Lease liabilities are excluded from interest-bearing debt.

| Metric | FY ending Mar 2022 | FY ending Mar 2023 | FY ending Mar 2024 | FY ending Mar 2025 | FY ending Mar 2026 | Source |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| Cash and equivalents | 365,429 | 305,844 | 217,449 | 209,838 | 208,589 | S100TMMW, S100VXZW, S100YAUO |
| Total assets | 4,308,151 | 4,165,503 | 3,934,818 | 3,439,784 | 3,405,041 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Net assets | 1,701,977 | 1,489,189 | 1,164,366 | 1,074,415 | 1,236,673 | S100TMMW, S100VXZW, S100YAUO |
| Share capital | 89,699 | 89,810 | 89,938 | 90,059 | 90,179 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Property, plant and equipment | 823,022 | 829,355 | 796,526 | 759,266 | 770,688 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Goodwill | 244,517 | 266,868 | 263,757 | 257,811 | 275,711 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Current assets | 1,812,642 | 1,762,884 | 1,675,882 | 1,583,134 | 1,507,710 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Total liabilities | 2,606,174 | 2,676,314 | 2,770,452 | 2,365,369 | 2,168,368 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Equity attributable to owners of parent | 1,218,101 | 1,171,192 | 965,753 | 900,790 | 1,008,644 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Retained earnings | 974,382 | 891,552 | 578,175 | 640,611 | 655,384 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |
| Treasury stock | -8,343 | -8,349 | -8,355 | -8,361 | -2,650 | S100QXTB, S100TMMW, S100VXZW, S100YAUO |

### Assets and funding mix

| Assets | Share | Source |
| --- | ---: | ---: |
| Cash | 6% | S100YAUO |
| Property, plant and equipment | 23% | S100YAUO |
| Intangibles and goodwill | 8% | — |
| Other assets | 63% | S100YAUO |

| Funding source | Share | Source |
| --- | ---: | ---: |
| Other liabilities | 64% | S100YAUO |
| Equity | 36% | S100YAUO |

### Balance sheet history

| Metric | FY ending Mar 2022 | FY ending Mar 2023 | FY ending Mar 2024 | FY ending Mar 2025 | FY ending Mar 2026 |
| --- | ---: | ---: | ---: | ---: | ---: |
| Total assets | 4,308,151 | 4,165,503 | 3,934,818 | 3,439,784 | 3,405,041 |
| Equity | 1,701,977 | 1,489,189 | 1,164,366 | 1,074,415 | 1,236,673 |
| Interest-bearing debt | — | — | — | — | — |
| Cash | 365,429 | 305,844 | 217,449 | 209,838 | 208,589 |

## Asset intensity and goodwill

Ratios are derived from reported values. Goodwill is used only when separately reported, never inferred from combined intangible assets.

| Metric | Value | Sources |
| --- | ---: | ---: |
| Asset intensity (fixed assets ÷ revenue) | 33.1% | S100YAUO |
| Fixed assets ÷ total assets | 22.6% | S100YAUO |
| Goodwill ÷ parent equity | 27.3% | S100YAUO |

Goodwill over 4 years: 244,517 → 275,711 JPY; total investing cash flow: -236,664 JPY. This does not imply causation.

### Cash quality

Net cash = cash − interest-bearing debt. Net debt ratio = (interest-bearing debt − cash) ÷ positive operating cash flow. Omit when debt components are incomplete; other ratios are derived from reported figures.

| Metric | Value |
| --- | ---: |
| Cash ratio (cash ÷ total assets) | 6.1% |
| Cash ÷ revenue | 9.0% |
| Net cash (cash − interest-bearing debt) | — |
| Net debt ÷ operating cash flow | — |
| Cash conversion (operating CF ÷ operating income) | 154.7% |
| Cash vs. profit gap | 173,812 JPY mn (of net income 285.2%) |
| Shareholder returns / net income | — |
| Shareholder returns / FCF | — |
| Shareholder payments — dividends / net income | 32.3% |
| Shareholder payments — dividends / FCF | — |
| CapEx intensity (capex ÷ revenue) | — |
| Investing CF relative to operating CF | 31.9% |

## ROA and ROE

ROE is decomposed into net margin × asset turnover × financial leverage. Leverage can raise ROE, so the ratio alone does not assess a company's condition. Ending balances are used without a prior year; total equity approximates parent equity when unavailable.

| Period | Net margin | Asset turnover | ROA | Financial leverage | ROE | Sources |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| 2022 | 5.9% | 0.64× | 3.8% | 3.54× | 13.3% | S100QXTB |
| 2023 | 0.2% | 0.68× | 0.2% | 3.55× | 0.6% | S100TMMW |
| 2024 | — | —× | -7.7% | —× | — | S100VXZW |
| 2025 | 1.5% | 0.71× | 1.0% | 3.95× | 4.1% | S100YAUO |
| 2026 | 2.6% | 0.68× | 1.8% | 3.58× | 6.4% | S100YAUO |

## Ownership

| Counterparty | Relation | Ratio | As of |
| --- | ---: | ---: | ---: |
| 日本マスタートラスト信託銀行株式会社（信託口） | Major shareholder | 14.3% | 2026-03-31 |
| 株式会社日本カストディ銀行（信託口） | Major shareholder | 5.5% | 2026-03-31 |
| 住友生命保険相互会社 | Major shareholder | 4.3% | 2026-03-31 |
| 日本生命保険相互会社 | Major shareholder | 2.5% | 2026-03-31 |
| STATE STREET BANK AND TRUST COMPANY 505103（常任代理人 株式会社みずほ銀行決済営業部） | Major shareholder | 2.1% | 2026-03-31 |
| 住友化学社員持株会 | Major shareholder | 1.9% | 2026-03-31 |
| ＪＰモルガン証券株式会社 | Major shareholder | 1.8% | 2026-03-31 |
| 株式会社日本カストディ銀行（三井住友信託銀行再信託分・住友生命保険相互会社退職給付信託口） | Major shareholder | 1.8% | 2026-03-31 |
| STATE STREET BANK AND TRUST COMPANY 505001（常任代理人 株式会社みずほ銀行決済営業部） | Major shareholder | 1.6% | 2026-03-31 |
| JP MORGAN CHASE BANK 385781 | Major shareholder | 1.3% | 2026-03-31 |

## AI commentary（text by AI; the tables above are authoritative、claude-code）

- Revenue for the FY ending Mar 2026 was ¥2.33T, down -10.7% from ¥2.61T.
- Operating income fell -21.4% to ¥151.7B, mainly because a one-off gain tied to Petro Rabigh, its Saudi joint venture, did not repeat.
- Net income attributable to owners still rose +57.9% to ¥60.9B, since last year's loss from forgiving loans to Petro Rabigh was gone.
- Operating cash flow held steady at ¥234.8B, up +0.7%.

### Drivers

- Essential and Green Materials sold much less: Petro Rabigh shut down for scheduled maintenance, and the company had exited aluminum and sold part of its plastics business.
- Sumitomo Pharma grew in North America on sales of the prostate cancer drug Orgovyx and the overactive bladder drug Gemtesa, while restructuring cut its spending, including R&D.
- ICT and Mobility Solutions was held back by lower prices for display materials and a stronger yen.

### Risks

- Naphtha, the main feedstock for its petrochemicals, can jump in price with Middle East tensions, and profits suffer if price increases reach customers late.
- A stronger yen shrinks export earnings and the yen value of overseas subsidiaries' profits.
- Sumitomo Pharma's drug pipeline may not reach approval on schedule, and drug price controls in Japan, the US and China could weigh on sales.

Cited: Annual securities report (FY ending Mar 2026) (経営者による財政状態、経営成績及びキャッシュ・フローの状況の分析); Annual securities report (FY ending Mar 2026) (事業等のリスク)

## Sources

| Document | ID | Published | URL |
| --- | ---: | ---: | ---: |
| 有価証券報告書－第145期(2025/04/01－2026/03/31) | S100YAUO | 2026-06-22 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100YAUO,, |
| 有価証券報告書－第144期(2024/04/01－2025/03/31) | S100VXZW | 2025-06-20 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100VXZW,, |
| 有価証券報告書－第143期(2023/04/01－2024/03/31) | S100TMMW | 2024-06-21 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100TMMW,, |
| 有価証券報告書－第142期(2022/04/01－2023/03/31) | S100QXTB | 2023-06-21 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100QXTB,, |
| 有価証券報告書－第141期(令和3年4月1日－令和4年3月31日) | S100O9HK | 2022-06-23 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100O9HK,, |
| 有価証券報告書－第140期(令和2年4月1日－令和3年3月31日) | S100LJNG | 2021-06-23 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100LJNG,, |

## Definitions

- Amounts are in millions of JPY (rounded). The period is stated in each table heading
- Operating margin = operating income ÷ revenue. Net income is attributable to owners of the parent when disclosed
- Free cash flow (FCF) = operating cash flow − capital expenditure
- ¥100 model = breakdown per ¥100 of revenue (rounded so parts sum to 100)
- Segment revenues include inter-segment sales and may not sum to consolidated revenue
- Source IDs are EDINET document IDs (docID). "算出" (derived) means computed from other disclosed values
- All figures are extracted mechanically from filings. AI-written text never generates figures
- Source: company filings submitted to EDINET (Financial Services Agency of Japan). Figures were extracted, edited and processed, and charts and text were created, by Vizora — not by the FSA (used under the Public Data License v1.0).