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Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Idemitsu Kosan Co.
Idemitsu Kosan Co. (5019) investor relations material
Idemitsu Kosan Co. Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary12 Aug, 2026
Executive summary
Achieved significant year-over-year growth in revenue and profitability in 1Q FY2026, driven by positive time-lag effects, strong overseas trading, and higher crude prices.
Strategic focus on sustainable growth through strengthening existing businesses, expanding into electrification/ICT, and advancing low-carbon initiatives.
Maintained stable refinery operations and utilization rates despite Middle East supply disruptions, with alternative procurement and cost pass-through to product prices.
Transitioned to IFRS from Japanese GAAP, restating prior period figures for comparability.
Financial highlights
Revenue rose 23.8% year-over-year to ¥2,271.8 billion in 1Q FY2026.
Operating income surged to ¥307.5 billion from a loss of ¥4.0 billion in 1Q FY2025.
Net income attributable to owners of the parent grew by ¥190.2 billion to ¥217.5 billion, a 696.0% year-over-year increase.
Basic earnings per share increased to ¥179.63 from ¥22.31 year-over-year.
Total assets as of June 30, 2026 were ¥6,057.0 billion, up ¥787.7 billion from March 31, 2026.
Outlook and guidance
Earnings forecast for FY2026 remains unchanged due to uncertainty in crude oil prices and time-lag impacts.
FY2027 forecast: income before tax (excluding financial expenses and inventory impact) ¥140.0 billion, income attributable to owners of the parent (excluding inventory impact) ¥90.0 billion, and basic EPS ¥62.00.
Negative time-lag impact expected from 2Q onward if crude oil prices decline as forecasted.
Sales and production volume forecasts for petroleum, chemicals, and resources segments provided, with stable or modest growth expected.
No change in previously announced forecasts for FY2027.
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Latest events from Idemitsu Kosan Co.
- FY2030 targets include 13% ROE and ¥360bn profit before tax, backed by ¥1.8tn investment.5019
Status update - Operating and net income surged on oil price time-lag, but outlook cautious with IFRS shift.5019Q4 2026
- Profits fell on lower energy prices, but functional materials and Fuji Oil boosted results.5019Q3 2026
- Profits fell on lower energy prices, but full-year guidance was raised after Fuji Oil acquisition.5019Q2 2026
- Sharp year-over-year profit decline driven by lower energy prices and segment losses.5019Q1 2026
- Profit soared on petroleum gains and higher crude prices; outlook and guidance unchanged.5019Q1 2025
- Net sales increased, but profits fell sharply on weaker margins and lower coal prices.5019Q2 2025
- Net income dropped 54.5% on weak margins; further declines are forecast.5019Q4 2025
- Profit outlook revised as strong domestic margins and JPY gains offset margin and coal declines.5019Q3 2025
Next Idemitsu Kosan Co. earnings date
Q2 202711 Nov, 2026
Idemitsu Kosan Co.
Next Idemitsu Kosan Co. earnings date
Q2 202711 Nov, 2026
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Frequently asked questions
Idemitsu Kosan Co., Ltd. is a Japanese company primarily engaged in the energy and chemical industries. Its operations include the exploration, production, and refining of crude oil, as well as the manufacture and sale of petroleum products such as gasoline, diesel, and lubricants. The company is also involved in the production of petrochemicals, including basic chemicals, performance materials, and electronic materials. Additionally, Idemitsu Kosan engages in renewable energy development, such as solar and geothermal power, and operates in sectors like mining and agriculture. Idemitsu Kosan Co., Ltd. is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.