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Sumitomo Corporation’s Strengths and Business Position Through the Medium-Term Management Plan and Financial Results

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Sumitomo Corporation’s Strengths and Business Position Through the Medium-Term Management Plan and Financial Results

2026.1.28

In a rapidly changing global economic environment, Sumitomo Corporation continues to dynamically evolve its business. Leveraging the strength of its diverse global operations, the company is accelerating both digital transformation (DX) and green transformation (GX) to achieve stable growth. How will Sumitomo Corporation continue to move forward?

Based on its Medium-Term Management Plan and financial results, this infographic provides a clear overview of the company’s business today and where it is headed next.

Index

Section:1 Record earnings and strong returns
Section:2 Diversified businesses underpin stable earnings and strong growth in non-mineral-resource fields
Section:3 Toward record profit of ¥650.0 billion in FY2026

Sumitomo Corporation's Strengths

Business Growth Comprehensive Analysis

In a rapidly shifting global economy, Sumitomo Corporation continues to evolve dynamically. Leveraging its diverse worldwide businesses and accelerating both digital transformation (DX) and green transformation (GX), the company is achieving stable, long-term growth.

What new heights will Sumitomo Corporation achieve? This infographic highlights Sumitomo Corporation today and where it's headed next.

Section:1 Record earnings and strong returns

Sumitomo Corporation plans to generate ¥570.0 billion in profit for FY2025, rising to ¥650.0 billion in FY2026.

FY 2025 profit for the year forecast (Unit: billions of yen)

FY2025 1H result ¥301.2 billion (approx. 53% progress)

Although the forecast before buffer considerations totaled ¥590.0 billion, a ¥20.0 billion buffer has been factored in to account for external uncertainties, including potential tariff impacts under U.S. policy. Even so, profit is still expected to reach a record high. What "profit for the year" means

Net profit represents the earnings generated over a financial period. It becomes the base of future growth investment and shareholder returns, and is a key indicator of management performance and financial health.

Sumitomo Corporation's growth is also reflected in ROE (Return on Equity), one of the key indicators of corporate management efficiency. FY2025 ROE forecast

(Return on Equity) (The Tokyo Stock Exchange requires listed companies to achieve an ROE of 8–10%.) What is ROE?

This metric indicates how efficiently a company generates profit, measured as the ratio of net profit to shareholders' equity. It also reflects how much profit a company generates from shareholder-funded capital, a key metric for investors.

The annual dividend is projected to be ¥140 per share, a ¥10 increase from the previous year, with investor returns also expected to grow. Total payout ratio of 40% or higher and progressive dividend payments ¥140 per share

Section:2

Diversified businesses underpin stable earnings and strong growth in non-mineral-resource fields Our robust earnings are underpinned by "diversified businesses."

Our robust earnings are underpinned by "diversified businesses."

FY2024 The company earned ¥561.9 billion in profit for the year.

The shift to an aggressive management approach during the previous Medium-Term Management Plan (FY2021-23) – which involved reviewing unprofitable businesses and undertaking structural reforms to focus on leveraging our strengths – has led to robust progress. FY2021–23 Medium-Term Management Plan

Medium-Term Management Plan Framework SHIFT Management base SHIFT Structural reform

FY2024 profit year-on-year (YoY) (Unit: billions of yen) FY2023 FY2024 386.4 +51.0 Asset replacement / extraordinary profits and losses Mineral resource businesses Non-mineral-resource businesses Corporate / eliminations

By business segment, non-mineral-resource businesses such as real estate, transport equipment and construction machinery accounted for ¥398 billion, representing 80% of the total.

This represents a significant increase of ¥51.0 billion compared to the previous year. What are "non-mineral-resource businesses?" In the past, many integrated trading companies generated large earnings from overseas natural resources such as crude oil and mineral ore. Recently, companies are increasingly expanding investment in non-mineral-resource areas: food, agriculture, textiles and other consumer-oriented businesses.

Mineral resource businesses Non-mineral-resource businesses Growth has been driven by steady performance in aircraft leasing and expansion of the digital business in response to increasing demand for DX and IT investment.

Sumitomo Corporation has one of the highest proportions of non-mineral-resource businesses among integrated trading companies.

It is now further expanding them for the next era.

For example:

Summit supermarkets (SC Group) have introduced AI-based markdown optimization and labor scheduling systems. These initiatives contribute to reducing food loss, improving operational efficiency and work flexibility, and enhancing service levels.

Tomod's (a 100% subsidiary operating drugstores and pharmacies) uses digital solutions to offer instant delivery services and app-based prescription submission to enhance customer and patient convenience, supporting community healthcare and quality of life.

FY2025 Earnings growth will be led by energy transformation, leasing and automotive.

FY2025 forecast (Unit: billions of yen)

The following eight business clusters are seen as "core growth pillars" and management resources will be concentrated accordingly.

Steel, Leasing, Construction systems, Real estate, Digital, Healthcare, Agriculture, Energy solutions

Based on a foundation of "multiple engines of earnings," focused investment in these eight areas will serve as the growth driver for years ahead.

The driving force behind Sumitomo Corporation’s growth is the "power of people."

Employees with diverse expertise combine their strengths to build new businesses and solve social challenges. Through extensive leadership programs, overseas assignments and cross-company job rotations, individual talent is strengthened, which in turn accelerates organizational and business growth. Consolidated employees (as of March 31, 2024) 83,327 Ratio of female new employees (FY2023)

Female manager ratio (as of April 2025*) 10.4% Ratio of eligible male employees taking childcare leave (FY2024) 78.6%

Talent Development Program Number of sessions per year (FY2024) 3,970 Transfers through internal job posting system (FY2024) 38 Overseas assignees (FY2024) 934 Ratio of mid-career employees (FY2024) 40%

Section:3 Toward record profit of ¥650.0 billion in FY2026

Sumitomo Corporation is positioned for continued growth.

Guided by the corporate message "Enriching lives and the world," the company aims to drive business expansion while helping solve social issues. Under the Medium-Term Management Plan (FY2024-26), Sumitomo Corporation plans total investments of ¥1.8 trillion, further strengthening earnings power.

FY2024-26 Medium-Term Management Plan The strategy is clear: Become a corporate group with "No. 1 in Each Field."

"No. 1 in Each Field." Each business line identifies its own strengths and defines what "No. 1" means –

market share, profitability, capital efficiency, customer satisfaction – then executes strategies to reach that goal. The long-term vision is a portfolio of businesses that are No. 1 in their respective fields.

Total planned investment Over ¥1.8 trillion Growth will be driven by developing core, competitive "center-of-gravity" businesses, where Sumitomo Corporation has clear advantage.

Key engines: Business portfolio transformation Acceleration of metabolism by reallocating management resources

Growth leveraged by strengths Accelerate new growth through DX and GX Strengthen driving force for growth Empower people and organizations "Growth leveraged by strengths," centered on DX and GX, and "Strengthen driving force for growth," which maximizes the capabilities of people and organizations, drive future growth together.

The Medium-Term Management Plan is off to a strong start.

FY2024 ¥730.0 billion invested within the ¥1.8 trillion three-year plan. Aggressive new investments, such as the investment in EEW Offshore Wind EU Holding, the world's largest manufacturer of offshore wind power foundation structures, are yielding results.

FY2025 and beyond During the first half of FY2025, we invested a total of ¥240 billion, including an investment in ActivStyle, a U.S. -based healthcare company specializing in home medical supplies.

We are positioning ourselves for strong expansion within the healthcare sector, including our investment in Vast Medical Holdings, another U.S.-based company, which we completed in FY2024.

Plans include approx. ¥880.0 billion to make SCSK, a major systems developer, a wholly owned subsidiary.

This will drive efficiency improvements in operations and enhance service value by leveraging digital technology across business sites, leading the transformation of society and industry.

An approx. ¥300.0 billion acquisition of Air Lease Corporation, a major U.S. aircraft leasing company, is also planned. This will expand our fleet to become one of the world's largest in terms of owned and managed aircraft and support the global air transport network. Strategic investments are here to stay.

In addition to enhancing cash flow generation, we will further accelerate asset recycling as a portfolio transformation for sustained growth. Through the "acceleration of metabolism by reallocating management resources,"

the current Medium-Term Management Plan targets ¥650.0 billion in profit for FY2026. Profit plan for FY2026 ¥650.0 billion

(Unit: billions of yen) Approx. 500.0 (excluding one-time items) FY2023 results FY2026 plan Profit growth +150.0 Growth businesses Inorganic +50.0 Organic +50.0 Restructuring +50.0

We plan to increase revenue by ¥100.0 billion through focused investment in competitive, core businesses, and boost profits by ¥50.0 billion by restructuring existing businesses.

Sumitomo Corporation's strength lies in expanding businesses that create new value. Through DX and GX, the company contributes to solving global challenges.

Copilot adoption: approx.10,000 hours of productivity gains per month Generating 100+ DX initiatives　annually DX literacy training for all employees *As of March 2025

Expanding Initiatives

Renewable energy (net ownership generation capacity) Approx. 2 GW CO₂ emissions reduction achievement 8 million t-CO₂e *Compared to FY2019 *FY2020–24 DX Spotlight

AI-powered automated truck loading

Solving labor shortages and improving logistics efficiency. Learn more here GX Spotlight Advancing carbon neutrality through battery systems

Enabling stable renewable energy use and reducing CO₂ emissions. Learn more here

With 127 offices across 63 countries/regions (as of March 2025) and over 400 years of Sumitomo’s business philosophy, the company continues to create social, environmental and economic value.

New value creation Social value Environmental value Economic value

By expanding these forms of value, Sumitomo Corporation contributes to sustainable global development.

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