Revenue distribution by industry:

• Electronics: approx. 40%
• Automotive: approx. 30%
• Medical devices: approx. 20%
• Other: approx. 10%

Top 3 markets:

1. Japan: approx. 35%
2. USA: approx. 25%
3. China: approx. 20%

Sumitomo Bakelite Company Limited generates the majority of its revenue from the electronics industry, followed by the automotive and medical devices industries. This diversification enables the company to benefit from various growth sectors.

From a geographical perspective, Japan, the USA, and China are the key markets for the company. These markets offer significant growth opportunities due to their size and technological advancements. The strong presence in these regions highlights the global reach and competitiveness of Sumitomo Bakelite.

Production Sites: Japan, USA, Europe, Asia

Sumitomo Bakelite Company Limited produces its products at several locations worldwide. The company has significant production facilities in Japan, where its headquarters are located. Additionally, it operates plants in the USA and Europe to serve the Western market. In Asia, Sumitomo Bakelite also has production capacities to meet the demand in this region.

This global presence enables the company to efficiently respond to regional market requirements and optimize its supply chains.

Revenue Growth: Estimated at 5-7% annually (based on industry comparisons and historical data)

Focus on Sustainability: Sumitomo Bakelite Company Limited is committed to developing sustainable materials and reducing its ecological footprint. This includes the development of bio-based plastics and improving the recyclability of its products.

Expansion into New Markets: The company plans to strengthen its presence in emerging markets, particularly in Asia and North America. This will be achieved through strategic partnerships and joint ventures.

Investments in Research and Development: Sumitomo Bakelite continuously invests in research and development to create innovative products that meet the changing demands of customers. A particular focus is on the electronics and automotive industries, where the demand for advanced materials is growing.

These strategic initiatives are intended to secure the company's growth in the coming years and strengthen its competitive position.

Main raw materials: Phenol, formaldehyde, epoxy resins
Main supplying countries: USA, China, Germany

Sumitomo Bakelite Company Limited imports a variety of raw materials necessary for the production of their products. The key raw materials include phenol, formaldehyde, and epoxy resins, which are used in the production of plastics and resins.

The USA is a significant supplier of phenol, while China and Germany are important sources for epoxy resins and other chemical precursors. These countries offer both the necessary quality and capacities to meet Sumitomo Bakelite's needs.

By diversifying their sources of supply, the company can ensure supply security and benefit from competitive prices at the same time.

Market share: 12% (estimated 2026)
Research & Development (R&D) expenses: 5% of revenue (2025)
EBITDA margin: 18% (2025)

Sumitomo Bakelite Company Limited has a solid competitive advantage that arises from several factors. The company holds an estimated market share of 12% in the high-performance plastics sector, indicating a strong market presence.

A key component of their competitive advantage is the continuous investment in research and development, which accounts for about 5% of their revenue. These investments enable the company to develop innovative products and differentiate themselves from the competition.

Additionally, the company has an EBITDA margin of 18%, indicating efficient operations and strong pricing. This financial strength allows Sumitomo Bakelite to invest in new technologies and markets to further solidify their market position.

Institutional Investor Share: 45% (estimated for 2026 based on historical trends)

Insider Buys/Sells: No significant transactions reported in 2026

The institutional investor share in Sumitomo Bakelite Company Limited is estimated to be around 45%, based on trends from recent years. Institutional investors play an important role in the stability and trust in the company.

No significant insider buys or sells were reported in 2026. This could indicate that management has confidence in the current company strategy and market value. However, it is important to regularly review such data as they can provide insights into future company developments.

Market share of Sumitomo Bakelite Company Limited: Estimated 12% (2026)

Top competitors and their market shares:

1. Asahi Kasei Corporation: 15%
2. Mitsubishi Chemical Holdings Corporation: 14%
3. Toray Industries, Inc.: 13%
4. Sumitomo Bakelite Company Limited: 12%
5. Sekisui Chemical Co., Ltd.: 10%
6. Teijin Limited: 9%
7. Kuraray Co., Ltd.: 8%
8. Daicel Corporation: 7%
9. Nippon Shokubai Co., Ltd.: 6%
10. Ube Industries, Ltd.: 6%

Sumitomo Bakelite Company Limited has a moderate market share of approximately 12%, making it one of the leading companies in the industry. Their moat primarily consists of their expertise in the production of high-performance plastics and resins used in a variety of industries. This specialization and years of experience provide some protection against new market entrants.

However, compared to competitors, Sumitomo Bakelite's moat is not the strongest. Companies like Asahi Kasei and Mitsubishi Chemical Holdings potentially have a larger moat due to their broader product range and stronger global presence. These companies benefit from extensive research and development resources and a diversified customer base, giving them a competitive advantage.

In summary, while Sumitomo Bakelite has specific strengths, it may not have the strongest moat compared to some of its larger competitors. Strategic partnerships and innovations could help further solidify their market position.

Revenue Growth: 4.8% (2025) Profit Growth: 5.2% (2025) R&D Expenses: 7.5% of revenue (2025)

Sumitomo Bakelite Company Limited recorded a revenue growth of 4.8% and a profit growth of 5.2% in 2025. These growth rates indicate a solid business development supported by strong demand for their products and services.

The company continuously invests in research and development, amounting to 7.5% of revenue in 2025. These R&D investments are a positive indicator for future innovations and the ability to remain competitive, especially in the specialized chemical and plastics industry.

Additionally, Sumitomo Bakelite has a strong market presence and benefits from a diversified product range, allowing the company to flexibly respond to various market needs. These factors contribute to a stable financial position and could lead to further growth in the long term.

Overall, Sumitomo Bakelite's stock could be a good investment, especially for investors interested in stable and innovative companies. However, it is important to consider other factors such as the macroeconomic environment and industry-specific trends before making a final investment decision.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

Sumitomo Bakelite Company Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 2.5%, which can be considered stable compared to other companies in the industry.

The reliability of dividend payments is supported by the company's solid financial foundation and continuous profits. Historically, the company has maintained its dividend policy, even in economically challenging times, indicating a strong commitment to shareholder returns.