Sumitomo Pharma: North America Accounts for Three-Quarters of Sales; Forecasts Higher Revenue but Lower Profit for Fiscal Year Ending March 2027

Earnings
โดย Yahoo Finance Japan·JPUS·Read original
Summary · why it matters

Of Sumitomo Pharma's consolidated revenue of 453.3 billion yen for the fiscal year ending March 2026, North America accounted for 337.9 billion yen, or 74.6 percent of the total, and North America also generated 75.7 billion yen of the 97.5 billion yen in operating profit across the three regions, contributing nearly 80 percent. Japan posted 92.4 billion yen in sales, or 20.4 percent, while Asia came to just 23 billion yen, or 5.1 percent. North America's share of sales rose from 50.6 percent in the fiscal year ended March 2024 to 63.1 percent in the fiscal year ended March 2025 and 74.6 percent in the fiscal year ended March 2026, moving from half to three-quarters in just two years. North America's revenue grew 34.2 percent year on year and its operating profit rose 77.8 percent, while Asia saw revenue fall 51.2 percent and operating profit drop 60.5 percent, hit by the absorption-type split of several China and Asia subsidiaries into Marubeni Pharmaceuticals and the transfer of part of its stake in that company. The company's forecast for the fiscal year ending March 2027 calls for higher revenue but lower profit: revenue of 540 billion yen, up 19.1 percent; operating profit of 90 billion yen, down 16.2 percent; and net income of 77 billion yen, down 27.9 percent. The stock closed at 1,527 yen on September 11, up more than 10 percent from 1,372 yen in mid-August a month earlier, but down just under 9 percent from 1,674 yen on September 3. Its price-to-earnings ratio stands at 8.64 times, its price-to-book ratio at 1.68 times, and its return on equity for the fiscal year ending March 2026 at 46.3 percent, far above the pharmaceutical sector median of 4.4 percent, while its equity ratio of 36.4 percent is below the sector median of 68.4 percent.

Impact on stocks 1

Biotech & Genomic Medicine▲ · 1 stocks
Sumitomo Pharma Co.Ltd.
4506
± MixedCapitalrelevance

FY2026 results show North America driving 74.6% of sales and ~80% of profit, but FY2027 forecast is higher revenue with lower profit (net income down 27.9%).

Off-coverage companies 1

丸紅ファーマシューティカルズPrivate± Mixed
Capitalrelevance

Mentioned only as the acquirer of Sumitomo Pharma's China/Asia subsidiaries via absorption-type split, which cut Asia revenue 51.2%; no standalone impact on Marubeni Pharmaceuticals is described.

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