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ITOCHU, 6% Increase in Net Income, Update Record High for Third Consecutive Term, Dividend Effectively Increased

Fri May 1, 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 May 1st (13:00). The consolidated net income for the fiscal year ended March 2026 increased by 2.3% from the previous period to 900 billion yen. For the fiscal year ending March 2027, the consolidated net income is expected to grow by 5.5% to 950 billion yen, marking the third consecutive term of record-high profits. This will be the fourth consecutive term of profit growth.

At the same time, the annual dividend for this fiscal year is 44 yen, taking into account the previous year's forward stock split, this dividend represents an actual increase of 4.8%.

In the most recent three-month period, from January to March (4Q), the consolidated net income decreased to 194 billion yen, a 4.3% decrease compared to the same period last year. However, the operating profit margin improved from 4.0% in the same period last year to 4.6%.

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Actual Results

Historical Performance
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 14,823,087 701,888 1,199,466 900,283 128.0 42 May 1, 2026 IFRS
YoY +0.7% +2.6% +3.8% +2.3% +4.0%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Guidance ー ー ー 900,000 128.8 42 Nov 5, 2025 IFRS
Mar, 2026 Results 14,823,087 701,888 1,199,466 900,283 128.0 42 May 1, 2026 IFRS
Revision Rate － － － +0.0% -0.6%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 7,249,159 354,140 661,959 500,280 70.8 20 Nov 5, 2025 IFRS
Apr - Sep, 2026 Guidance ー ー ー ー － 22 May 1, 2026 IFRS
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 14,724,234 683,915 1,155,059 880,251 123.1 40 May 2, 2025 IFRS
Mar, 2026 14,823,087 701,888 1,199,466 900,283 128.0 42 May 1, 2026 IFRS
Mar, 2027 Guidance ー ー ー 950,000 135.9 44 May 1, 2026 IFRS
YoY － － － +5.5% +6.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jan - Mar, 2026 3,836,836 175,450 253,367 194,986 27.7 4.6 May 1, 2026 IFRS
YoY +4.1% +20.0% -1.0% -4.3% -2.7%

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