Japan · Delayed Price · Currency is JPY ENEOS Holdings Earnings Call Transcripts
Fiscal Year 2026
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Q1 FY 2025 saw a sharp drop in reported operating profit due to inventory valuation losses, but underlying profit rose on stronger petroleum margins and a one-time gain from a business sale. Full-year guidance is unchanged amid ongoing market uncertainties.
Fiscal Year 2025
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Operating profit excluding inventory valuation rose year-on-year, driven by improved petroleum margins, higher Metals sales, and strong Electricity business, while overall profit declined due to inventory losses. Full-year guidance is unchanged amid resource price and FX risks.
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First half FY24 saw lower profits year-over-year due to inventory and one-time effects, but full-year forecasts were raised on favorable FX and commodity prices. Segment results were mixed, with strong electricity and high-performance materials offset by declines in petroleum and metals.
Fiscal Year 2024
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CCS is being developed as a major earnings pillar, with ambitious targets for CO2 storage by 2030 and 2050. Projects in Japan and overseas are advancing, supported by government policy and subsidies, while business models and value chain partnerships are evolving.