Sumitomo Electric reported first-half fiscal 2026 (ending March 2027) net profit of JPY 159.4 billion, up 63% year over year. Revenue rose 17%, driven by growth in automotive and infocomms. Operating profit rose 44%, supported by a weaker yen and higher copper prices. Profit guidance rose 9%.
Info-communications is a genuine structural growth driver of hyperscale data center demand, supported by aggressive, already-committed capacity expansion.
Data center/AI capex is now a major swing factor for group profits, and a slowdown in hyperscaler spending or share loss to competitors would hit the highest-growth, highest-multiple segment disproportionately.
Metric | 5802 | 5801 | PRY |
|---|---|---|---|
Price/Earnings (Normalized) | 10.78 | 50.05 | 24.60 |
Price/Book Value | 1.62 | 3.40 | 3.79 |
Price/Sales | 0.85 | 1.08 | 1.38 |
Price/Cash Flow | 7.79 | 13.60 | 15.90 |
Metric | 5802 | 5801 | PRY |
|---|---|---|---|
Quick Ratio | 0.75 | 0.76 | 1.00 |
Current Ratio | 1.68 | 1.35 | 1.49 |
Interest Coverage | 25.99 | 14.79 | 8.74 |
Metric | 5802 | 5801 | PRY |
|---|---|---|---|
Return on Assets (Normalized) | 10.33% | 9.48% | 6.09% |
Return on Equity (Normalized) | 19.04% | 25.78% | 18.55% |
Return on Invested Capital (Normalized) | 14.68% | 13.90% | 11.44% |
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