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ITOCHU, Apr-Dec (Cumulative 3Q) Net Income Increases by 4%, Oct-Dec Net Income Decreases by 14%

Fri Feb 6, 2026 1:00 pm JST Earnings

8001 ITOCHU Corporation 【IFRS】

Earnings Report

ITOCHU Corporation <8001> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 6th (13:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 4.3% from the same period last year, reaching 705 billion yen. Progress toward the full-year plan of 900 billion yen was 78.4%, it was below the five-year average of 82.4%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the January to March period (4Q) is expected to decrease 4.5% from the same period last year to 194 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated net income decreased to 205 billion yen, a 13.9% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 4.6% in the same period last year to 4.6%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 10,451,061 539,082 849,837 611,693 84.2 77.6 Feb 5, 2024 IFRS
Apr - Dec, 2024 11,039,447 537,755 899,225 676,476 94.4 77.9 Feb 6, 2025 IFRS
Apr - Dec, 2025 10,986,251 526,438 946,099 705,297 100.1 ー Feb 6, 2026 IFRS
YoY -0.5% -2.1% +5.2% +4.3% +6.1%

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 7,432,927 317,171 552,793 441,809 61.8 20 May 2, 2025 IFRS
Oct - Mar, 2025 Guidance ー ー ー 399,720 57.1 22 Nov 5, 2025 IFRS
YoY － － － -9.5% -7.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 14,029,910 702,900 1,095,707 801,770 110.6 32 May 8, 2024 IFRS
Mar, 2025 14,724,234 683,915 1,155,059 880,251 123.1 40 May 2, 2025 IFRS
Mar, 2026 Guidance ー ー ー 900,000 128.6 42 Nov 5, 2025 IFRS
YoY － － － +2.2% +4.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,748,140 171,011 296,959 238,034 33.2 4.6 Feb 6, 2025 IFRS
Jan - Mar, 2025 3,684,787 146,160 255,834 203,775 28.5 4.0 May 2, 2025 IFRS
Apr - Jun, 2025 3,558,933 170,735 374,814 283,939 40.1 4.8 Aug 1, 2025 IFRS
Jul - Sep, 2025 3,690,226 183,405 287,145 216,341 30.6 5.0 Nov 5, 2025 IFRS
Oct - Dec, 2025 3,737,092 172,298 284,140 205,017 29.1 4.6 Feb 6, 2026 IFRS
YoY -0.3% +0.8% -4.3% -13.9% -12.4%

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