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Idemitsu Kosan Co.
Idemitsu Kosan Co. (5019) investor relations material
Idemitsu Kosan Co. Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary11 Nov, 2026
Executive summary
H1 FY2027 revenue rose 33.6% YoY to ¥5,055.9bn and operating income reached ¥425.7bn, supported by inventory gains, positive time-lag effects and strong petroleum trading.
Income attributable to owners of the parent was ¥322.4bn; excluding inventory impact, income before tax excluding financial expenses was ¥198.2bn and attributable income was ¥143.6bn.
Financial highlights
Gross profit was ¥702.2bn versus ¥304.1bn YoY; income before tax was ¥449.9bn versus ¥73.6bn, and basic EPS was ¥267.65 versus ¥50.39.
Reported income before tax excluding financial expenses was ¥459.3bn, including a ¥261.1bn inventory impact; excluding that impact, it increased ¥73.2bn YoY to ¥198.2bn.
Excluding inventory impact, attributable income increased ¥41.9bn YoY to ¥143.6bn.
Outlook and guidance
FY2027 forecasts: income before tax excluding financial expenses ¥295bn; income attributable to owners of the parent ¥240bn; inventory-impact-excluded attributable income ¥165bn; EPS ¥244.88.
FY2027 annual dividend forecast rose to ¥40/share, comprising ¥18 interim and ¥22 year-end; the prior annual dividend was ¥36/share.
Forecasts are based on information and assumptions available at publication; actual results may differ.
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Latest events from Idemitsu Kosan Co.
- Q1 FY2026 saw surging profits, strong petroleum gains, IFRS transition, and stable outlook.5019
Q1 2027 - FY2030 targets include 13% ROE and ¥360bn profit before tax, backed by ¥1.8tn investment.5019Status 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
Next Idemitsu Kosan Co. earnings date
Q3 202710 Feb, 2027
Idemitsu Kosan Co.
Next Idemitsu Kosan Co. earnings date
Q3 202710 Feb, 2027
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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.