Sojitz Corp (OTCPK:SZHFF)
$ 40 +1.5 (+3.9%) Market Cap: 6.70 Bil Enterprise Value: 14.17 Bil PE Ratio: 10.56 PB Ratio: 1.00 GF Score: 67/100

Q1 2026 Sojitz Corp Earnings Net Conference Transcript

Jul 30, 2025 / NTS GMT
Release Date Price: $21.5
Makoto Shibuya
Sojitz Corp - Chief Financial Officer, Senior Managing Executive Officer, Representative Director

Good afternoon. This is Makoto Shibuya. In this briefing, I will be referring to the slide deck titled Presentation Materials for Financial Results for the first quarter ended June 30, 2025, which is available on our website.

Slide 4 summarizes Q1 results. Consolidated profit for the period was JPY21.1 billion, down JPY1.9 billion from the same period last year. This is 18% against the full year forecast of JPY115 billion announced at the beginning of the financial year.

We expect the split between the first half and second half to be 40:60, and therefore, Q1 results represent a solid start. Core operating cash flow was also solid at 22% against the full year forecast. We will continue our pursuit of profit growth accompanied by cash.

Before we discuss the breakdown by segment, let me first provide an overview of Q1 results. While some segments such as energy solutions and healthcare and chemicals performed solidly, there were negative factors including absence of one

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