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Japanese pharmaceutical company developing drugs in psychiatry/neurology, oncology and regenerative medicine.
Japanese pharmaceutical company developing drugs in psychiatry/neurology, oncology and regenerative medicine.
Earns from prescription drugs sold in Japan and, through its US arm, North America. Its former top seller in the US, Latuda for schizophrenia and bipolar disorder, lost patent protection in 2023, forcing a restructuring around newer products such as Orgovyx and Myfembree.
In one line: A mid-size Japanese pharma like a smaller Otsuka.
Moat: narrow (IP / patents, regulatory licence). Patent-protected drugs generate returns until patent expiry/generic competition, typical for branded pharma.
Headquarters: Osaka, Japan · Founded: 1897 · Employees: 3,123
Size Sumitomo Pharma (4506.T) is a Japan Health Care company (Pharmaceuticals: Major) with a market value of $5.23B, the 235th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,838 on 6 Nov 2026.
Performance Over six months the shares gained 6.9%, against +0.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 19 in its peer set.
Growth Revenue grew 10.7% over the last twelve months (peer median +11.4%); the operating margin is 9.6% (peer median 20.6%).
Valuation It trades at 8.3× forward earnings against a peer median of 32.4× (2nd cheapest of 18).
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 -3%, so the hurdle is +4 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 above its cost of capital (5.0% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥493B | ¥453B | ¥399B | ¥315B | ¥556B |
| Revenue growth | — | +14% | +27% | -43% | — |
| Gross profit | ¥262B | ¥240B | ¥225B | ¥157B | ¥343B |
| EBITDA | ¥67.6B | ¥73.1B | ¥48.0B | ¥36.3B | ¥52.5B |
| Net income | ¥46.2B | ¥107B | ¥23.6B | -¥315B | -¥74.5B |
| Free cash flow | ¥67.5B | ¥67.1B | ¥8.00B | -¥253B | ¥3.47B |
| Capital expenditure | ¥4.70B | ¥7.31B | ¥13.0B | ¥15.7B | ¥12.7B |
| Total debt | ¥140B | ¥224B | ¥314B | ¥428B | ¥346B |
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 Pharma 4506.T | $5.23B | +7% | +11% | 10% | 8.3× | 1.4% |
| Otsuka Hldgs 4578.T | $38.6B | +2% | +11% | 18% | 16.3× | 0.4% |
| Eisai 4523.T | $8.68B | +4% | +7% | 5% | 24.2× | 11.8% |
| Astellas Pharma 4503.T | $28.2B | +11% | +19% | 23% | 11.6× | -11.0% |
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 | 4506.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.4% | +2.0% | 5th highest of 20 |
| 6-month return | +6.9% | +0.2% | 8th highest of 19 |
| Distance from 52-week high | -44.1% | -27.4% | 4th lowest of 21 |
| Revenue growth (TTM) | +10.7% | +11.4% | 10th highest of 19 |
| Operating margin | 9.6% | 20.6% | 5th lowest of 19 |
| Forward P/E | 8.3× | 32.4× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | 1.4% | 10.4% | 5th least demanding of 18 |
| Growth delivered (Del g) | -2.6% | +12.2% | lowest of 18 |
| Hurdle (Req g minus delivered) | +3.9 pp | -3.4 pp | 6th most demanding of 18 |
| ROIC minus cost of capital | +1.7 pp | +4.7 pp | 7th lowest of 17 |
| EV / EBITDA | 13.1× | 21.8× | 5th cheapest of 12 |
| Net debt / EBITDA | 0.9× | -1.0× | 3rd most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sumitomo Pharma 4506.T | Japan | $5.23B | +7% | +11% | 10% | 8.3× | 1.4% | -2.6% |
| IPCA Laboratories IPCALAB.NS | India | $5.22B | +24% | +11% | 17% | 32.4× | 17.8% | +12.2% |
| Beijing TongRenTang 600085.SS | China | $5.27B | -8% | -17% | 8% | 31.2× | 2.7% | +6.2% |
| Shenzhen Salubris Pharmaceuticals 002294.SZ | China | $5.18B | -39% | +14% | 11% | 41.6× | 15.5% | +9.7% |
| SKBP 326030.KS | South Korea | $5.12B | -11% | +39% | 35% | 21.6× | 0.5% | +93.6% |
| Erasca ERAS | United States | $5.04B | +42% | n/a | n/a | n/a | n/a | n/a |
| Supernus Pharmaceuticals SUPN | United States | $5.43B | -49% | +16% | 45% | 6.7× | 4.2% | +13.9% |
| PTC Therapeutics PTCT | United States | $5.47B | -11% | -35% | 22% | 34.8× | 8.0% | +35.4% |
| Gland Pharma GLAND.NS | India | $5.53B | +69% | +18% | 20% | 39.0× | 28.0% | +13.3% |
| Apotex Health APTX.TO | Canada | $5.62B | n/a | +4% | 32% | 18.6× | -13.5% | +4.2% |
| Novast Laboratories 301569.SZ | China | $4.82B | n/a | +3% | 27% | n/a | 42.6% | +3.1% |
| Travere Therapeutics TVTX | United States | $4.76B | +16% | +49% | -3% | 16.9× | 16.7% | +19.9% |
| Veradermics MANE | United States | $5.80B | +31% | n/a | n/a | n/a | n/a | n/a |
| Humanwell Healthcare (Group) 600079.SS | China | $4.71B | +3% | -3% | 16% | 13.4× | -6.8% | +3.0% |
| Shanghai Allist Pharmaceuticals 688578.SS | China | $5.90B | -6% | +39% | 47% | 13.8× | 1.8% | +519.6% |
| Abbott India ABBOTINDIA.NS | India | $5.93B | -1% | +6% | 28% | 32.4× | 11.4% | +10.0% |
| Guangzhou Baiyunshan Pharmaceutical 600332.SS | China | $4.61B | -11% | +1% | 3% | 13.3× | -0.3% | +4.7% |
| Legend Biotech Corp. Sponsored ADR LEGN | United States | $4.53B | -17% | +60% | -4% | 64.5× | n/a | n/a |
| GlaxoSmithKline Pharmaceuticals GLAXO.NS | India | $4.53B | +2% | +12% | 33% | 35.9× | 25.2% | +5.5% |
| Camurus CAMX.ST | Sweden | $4.52B | +47% | 0% | 37% | 48.5× | 10.4% | +46.5% |
| Emcure Pharmaceuticals EMCURE.NS | India | $4.47B | +33% | +21% | 16% | 33.9× | 14.9% | +12.7% |