SUMCO Corp

3436: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sumco Earnings: Guidance Remains Weak, but Our Outlook Remains Upbeat; Raise Fair Value to JPY 1,440

Phelix Lee

May 13, 2026

For the June quarter, Sumco guides revenue to increase by 10% sequentially, with operating loss narrowing to JPY 2.5 billion. Management's tone is less enthusiastic compared with the optimism from peers and downstream. Shares fell 6% following the earnings after doubling in the last three months.

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SUMCO Corp

Sumco Earnings: Guidance Remains Weak, but Our Outlook Remains Upbeat; Raise Fair Value to JPY 1,440

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