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Sojitz, First Half Net Income Increases by 2%

Thu Oct 30, 2025 12:30 pm JST Earnings

2768 Sojitz Corporation 【IFRS】

Earnings Report

Sojitz Corporation <2768> [TSE Prime] announced its financial results (based on IFRS) at noon (12:30) on October 30th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 45.2 billion yen, a 2.2% increase compared to the same period last year. However, Progress toward the full-year plan of 115 billion yen was 39.4%, also falling below the five-year average of 48.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 5.1% from the same period last year, reaching 69.7 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income grew 13.8% from the same period last year, reaching 24.1 billion yen.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 1,187,268 ー 64,509 47,934 212.1 51.4 Oct 31, 2023 IFRS
Apr - Sep, 2024 1,235,225 ー 59,022 44,311 203.9 43.6 Oct 30, 2024 IFRS
Apr - Sep, 2025 1,240,346 ー 53,791 45,275 216.5 ー Oct 30, 2025 IFRS
YoY +0.4% － -8.9% +2.2% +6.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 82.50 May 1, 2025 IFRS
Apr - Sep, 2025 Results 1,240,346 ー 53,791 45,275 216.5 82.50 Oct 30, 2025 IFRS
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 1,274,489 ー 76,278 66,325 308.0 75 May 1, 2025 IFRS
Oct - Mar, 2025 Guidance ー ー ー 69,725 335.1 82.50 Oct 30, 2025 IFRS
YoY － － － +5.1% +8.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,414,649 ー 125,498 100,765 451.0 135 May 1, 2024 IFRS
Mar, 2025 2,509,714 ー 135,300 110,636 513.7 150 May 1, 2025 IFRS
Mar, 2026 Guidance ー ー ー 115,000 552.7 165 May 1, 2025 IFRS
YoY － － － +3.9% +7.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 611,423 ー 27,200 21,267 97.9 0.0 Oct 30, 2024 IFRS
Oct - Dec, 2024 646,117 ー 39,257 31,809 146.9 0.0 Feb 4, 2025 IFRS
Jan - Mar, 2025 628,372 ー 37,021 34,516 160.3 0.0 May 1, 2025 IFRS
Apr - Jun, 2025 598,901 ー 24,946 21,079 100.3 0.0 Jul 30, 2025 IFRS
Jul - Sep, 2025 641,445 ー 28,845 24,196 115.7 0.0 Oct 30, 2025 IFRS
YoY +4.9% － +6.0% +13.8% +18.2%

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