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Diversified Japanese chemicals maker spanning petrochemicals, agrochemicals, pharmaceuticals and IT materials.
Diversified Japanese chemicals maker spanning petrochemicals, agrochemicals, pharmaceuticals and IT materials.
Sells chemicals by the tonne, so petrochemical earnings follow plant utilisation and the gap between feedstock and product prices, including output from Petro Rabigh, a Saudi joint venture with Aramco. Crop-protection products sell on brand and regulatory registrations to farmers worldwide. Sumitomo Pharma, the drug business, is a separately listed company in which the group holds a large stake.
In one line: A mix of Dow and Corteva.
Moat: none (scale). Broad but largely commodity-chemical portfolio with limited pricing power in most segments.
Headquarters: Tokyo, Japan · Founded: 1913 · Employees: 27,491
Size Sumitomo Chemical (4005.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $4.93B, the 246th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥473 on 6 Nov 2026.
Performance Over six months the shares fell 7.1%, against -11.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 2.2% over the last twelve months (peer median +10.6%); the operating margin is 5.0% (peer median 16.5%).
Valuation It trades at 6.9× forward earnings against a peer median of 19.2× (cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.7 points below its cost of capital (5.0% WACC).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥2.41T | ¥2.33T | ¥2.61T | ¥2.45T | ¥2.90T |
| Revenue growth | — | -11% | +7% | -15% | — |
| Gross profit | ¥701B | ¥627B | ¥676B | ¥446B | ¥762B |
| EBITDA | ¥242B | ¥258B | ¥283B | ¥43.7B | ¥215B |
| Net income | ¥104B | ¥60.9B | ¥38.6B | -¥312B | ¥6.99B |
| Free cash flow | ¥122B | ¥113B | ¥103B | -¥204B | -¥32.0B |
| Capital expenditure | ¥121B | ¥122B | ¥130B | ¥153B | ¥144B |
| Total debt | ¥1.09T | ¥1.25T | ¥1.39T | ¥1.67T | ¥1.57T |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sumitomo Chemical 4005.T | $4.93B | -7% | -2% | 5% | 6.9× | 1.1% |
| Mitsui Chemicals 4183.T | $4.08B | -9% | -3% | 6% | 10.7× | 1.9% |
| Mitsubishi Chemical 4188.T | $8.65B | +10% | -8% | 8% | 8.9× | -0.5% |
| Dow DOW | $22.7B | -14% | +4% | 5% | 14.8× | 4.3% |
| Corteva CTVA | $7.94B | -85% | +4% | 17% | 30.4× | -16.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 4005.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.0% | +1.2% | 3rd lowest of 21 |
| 6-month return | -7.1% | -11.6% | 8th highest of 21 |
| Distance from 52-week high | -25.9% | -33.0% | 7th highest of 21 |
| Revenue growth (TTM) | -2.2% | +10.6% | 3rd lowest of 21 |
| Operating margin | 5.0% | 16.5% | 2nd lowest of 21 |
| Forward P/E | 6.9× | 19.2× | cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 1.1% | 5.3% | 5th least demanding of 16 |
| Growth delivered (Del g) | +0.4% | +12.9% | 3rd lowest of 16 |
| Hurdle (Req g minus delivered) | +0.8 pp | -3.6 pp | 6th most demanding of 16 |
| ROIC minus cost of capital | -1.7 pp | +0.3 pp | 8th lowest of 21 |
| EV / EBITDA | 8.2× | 10.2× | 3rd cheapest of 11 |
| Net debt / EBITDA | 3.6× | 1.4× | 3rd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sumitomo Chemical 4005.T | Japan | $4.93B | -7% | -2% | 5% | 6.9× | 1.1% | +0.4% |
| Navin Fluorine International NAVINFLUOR.NS | India | $4.89B | +27% | +46% | 30% | 45.6× | 34.0% | +22.7% |
| Celanese CE | United States | $5.10B | -19% | +1% | 9% | 7.6× | 5.3% | +11.0% |
| Dottikon ES DESN.SW | Switzerland | $4.72B | -24% | +11% | 27% | 37.6× | 12.6% | +14.4% |
| Red Avenue New Materials 603650.SS | China | $4.70B | -12% | +24% | 9% | 40.7× | n/a | n/a |
| Methanex MX.TO | Canada | $5.18B | +12% | +31% | 23% | 6.9× | -9.4% | +7.1% |
| Tosoh 4042.T | Japan | $4.69B | -4% | -1% | 11% | 11.4× | -1.5% | +6.8% |
| Zhejiang Sanmei Chemical Industry 603379.SS | China | $4.64B | -22% | +24% | 41% | 13.5× | 5.4% | +16.5% |
| Hoshine Silicon Industry 603260.SS | China | $5.32B | -33% | -7% | -6% | 41.7× | 22.5% | +18.5% |
| Far Eastern New Century 1402.TW | Taiwan | $4.49B | +8% | 0% | 6% | 11.8× | 5.3% | +4.2% |
| Gujarat Fluorochemicals FLUOROCHEM.NS | India | $5.42B | +23% | +20% | 17% | 53.0× | n/a | n/a |
| GEM 002340.SZ | China | $4.43B | -36% | +2% | 7% | 15.7× | 4.2% | +24.4% |
| LB Group Co., Ltd. Class A 002601.SZ | China | $5.58B | -8% | +7% | 7% | 22.4× | 5.0% | +12.9% |
| Guangxi Huaxi Nonferrous Metal 600301.SS | China | $4.33B | -15% | +24% | 32% | 22.9× | 9.2% | +44.9% |
| Canmax Technologies 300390.SZ | China | $5.62B | -64% | +98% | 27% | 7.3× | n/a | n/a |
| Clariant CLN.SW | Switzerland | $4.32B | +46% | -7% | 10% | 16.0× | -3.4% | +0.3% |
| Jiangsu Nata Opto-electronic Material 300346.SZ | China | $4.29B | -22% | +15% | 16% | 62.1× | 35.6% | +34.2% |
| Coromandel International COROMANDEL.NS | India | $5.69B | -7% | +24% | 8% | 27.3× | n/a | n/a |
| Zhejiang Longsheng 600352.SS | China | $5.70B | -11% | -1% | 19% | 13.7× | -5.2% | -3.1% |
| Nissan Chemical 4021.T | Japan | $5.72B | 0% | +10% | 23% | 15.9× | 9.3% | +6.0% |
| Cathay Biotech 688065.SS | China | $4.22B | -19% | +9% | 18% | 38.8× | n/a | n/a |