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Idemitsu Kosan Co. (5019) investor relations material
Idemitsu Kosan Co. Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Nov, 2025
Executive summary
Operating and net income for 2Q FY2025 declined year-over-year due to weaker chemical and coal markets, lower crude oil prices, and inventory valuation losses, but the petroleum segment outperformed last year on strong domestic margins.
Net sales for the six months ended September 30, 2025, were ¥3,805.7 billion, down 15.5% year-over-year.
Net income attributable to owners was ¥36.1 billion, a 63.7% decrease year-over-year.
Progress toward full-year earnings forecasts is at 60% for operating + equity income and 65% for net income.
Full-year forecasts for FY2025 have been revised upward by ¥28 billion for operating + equity income and ¥25 billion for net income, reflecting stronger-than-expected petroleum performance.
Financial highlights
2Q FY2025 net sales were ¥3,805.7 billion, down 15.5% year-over-year; operating income was ¥25.8 billion, down 73.4%.
Net income attributable to owners was ¥36.1 billion, a 63.7% decrease year-over-year.
Excluding inventory impact, operating + equity income was ¥88.4 billion (down 22.4%) and net income was ¥77.4 billion (down 22.5%).
Gross profit for the period was ¥284.0 billion, down from ¥345.9 billion year-over-year.
ROE on net income excluding inventory effects is forecast at 8.5% for FY2025.
Outlook and guidance
FY2025 full-year net sales forecast revised to ¥7,950.0 billion; net income forecast raised to ¥75.0 billion.
Operating + equity income (excluding inventory impact) forecast increased to ¥175.0 billion.
Operating income forecast at ¥68.0 billion (+58.1%), ordinary income at ¥75.0 billion (+27.9%), and net income attributable to owners at ¥85.0 billion (+60.4%).
Net income per share forecasted at ¥61.24; dividend forecast maintained at ¥36.00 per share for the full year.
Investment forecast for FY2025 reduced by ¥113 billion due to postponed M&As and cautious decarbonization investments.
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Next Idemitsu Kosan Co. earnings date
Q3 202610 Feb, 2026
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Q3 202610 Feb, 2026
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Frequently asked questions
Idemitsu Kosan Co., Ltd. is a Japanese company primarily engaged in the energy and chemical industries. Its operations include the exploration, production, and refining of crude oil, as well as the manufacture and sale of petroleum products such as gasoline, diesel, and lubricants. The company is also involved in the production of petrochemicals, including basic chemicals, performance materials, and electronic materials. Additionally, Idemitsu Kosan engages in renewable energy development, such as solar and geothermal power, and operates in sectors like mining and agriculture. Idemitsu Kosan Co., Ltd. is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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