Japan · Delayed Price · Currency is JPY Sojitz Earnings Call Transcripts
Fiscal Year 2026
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Nine-month profit rose to JPY 80.4 billion, with strong gains in Energy Solutions & Healthcare, Chemicals, and Aerospace, while Metals and Automotive lagged. Market cap surpassed JPY 1 trillion, and new investments are set to reach JPY 200 billion for the year.
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First-half profit reached JPY 45.3 billion, 39% of the unchanged full-year forecast, with strong gains in infrastructure and energy but weakness in metals and automotive. Over JPY 200 billion in new investments executed, and shareholder returns are set to rise with a 10% dividend increase.
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Q1 profit reached JPY 21.1 billion, down year-over-year but in line with forecasts, with strong performance in energy, healthcare, and chemicals offset by declines in metals and automotive due to lower coal prices and U.S. tariffs. Full-year guidance remains unchanged.
Fiscal Year 2025
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FY 2024 profit exceeded targets, driven by non-resource business growth and strong cash flow. FY 2025 profit is forecast at JPY 115 billion, factoring in U.S. tariffs, with continued focus on digital and energy transformation, shareholder returns, and portfolio optimization.
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Consolidated profit and core operating cash flow showed strong year-on-year growth, reaching 69% and 75% of full-year forecasts, respectively. Segment performance was mixed, with notable gains in Aerospace and Chemicals, and new investments and acquisitions supporting future growth.
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Q1 profit rose to JPY 23 billion, up year-over-year and in line with full-year targets, with strong performance in most segments except Automotive. Free cash flow was negative due to increased investment and working capital, while new investments focused on food value chain and digital transformation.