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Sojitz (2768) investor relations material
Sojitz Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2025 net income was JPY 103.6 billion, below forecasts and the Medium-term Management Plan targets, due to one-time losses from structural reforms in automotive and Australian coking coal businesses.
Revenue rose 9.9% year-over-year to JPY 2,757.4 billion, driven by growth in energy solutions, healthcare, chemicals trading, and defense/marine products.
Strategic focus remains on building scalable business clusters (Katamari), digital transformation, and human capital enhancement for sustainable growth.
New investments and co-creation with external partners are enhancing profitability and capital efficiency.
Long-term vision targets JPY 200 billion profit and 15% ROE.
Financial highlights
Consolidated profit for FY2025 was JPY 103.6 billion, down JPY 7 billion year-over-year and 90% of the full-year forecast.
Gross profit increased by 6.0% to JPY 367.5 billion, mainly from newly consolidated subsidiaries.
SG&A rose by JPY 35.2 billion, mostly due to new subsidiaries.
Basic EPS was JPY 494.95, down from JPY 513.74 year-over-year.
Total assets reached JPY 3,648 billion, up JPY 560.7 billion from the previous year.
Outlook and guidance
FY2026 profit forecast is JPY 130 billion, up JPY 26.4 billion year-over-year, with ROE targeted at 12%.
Gross profit for FY2026 expected to reach JPY 440 billion.
Dividend forecast for FY2026 is JPY 180 per share, up JPY 15.
Management aims to add at least three new business clusters (Katamari) and complete structural reforms.
Limited impact expected from Middle East geopolitical risks.
- Profit rose to JPY 80.4bn, led by energy and healthcare, with 70% of the annual target achieved.2768
Q3 20263 Mar 2026 - Q1 profit up to ¥23.0bn, with strong segment gains and investments in food and digital.2768
Q1 20252 Feb 2026 - Profit and cash flow surged, with robust progress toward targets and strategic investments.2768
Q3 20259 Jan 2026 - FY2024 profit exceeded forecasts; FY2025 outlook strong with higher dividends and buyback.2768
Q4 202524 Dec 2025 - Q1 profit was JPY 21.1B, with strong energy and chemicals, but metals and auto lagged.2768
Q1 202616 Nov 2025 - First-half profit up, dividend rises 10%, and segment results mixed amid strong investment.2768
Q2 202613 Nov 2025 - H1 profit was ¥44.3bn; revenue rose, but net income and profit before tax declined.2768
Q2 202513 Jun 2025
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