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ITOCHU (8001) investor relations material
ITOCHU Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Consolidated net profit for H1 FY2025 reached ¥500.3 billion, a near-record and up 14.1% year-over-year, with 56% progress toward the full-year forecast of ¥900.0 billion, driven by extraordinary gains from asset replacements and robust non-resource sector performance.
Total comprehensive income rose 80.1% to ¥558.1 billion.
Operating cash flows hit a record ¥609.2 billion, and core profit increased year-over-year, especially in non-resource segments.
Revenues slightly decreased by 0.6% year-over-year to ¥7,249.2 billion, while gross trading profit increased by 3.7% to ¥1,209.6 billion.
The company announced an 11th consecutive annual dividend increase and a 5-for-1 share split effective January 1, 2026.
Financial highlights
H1 consolidated net profit: ¥500.3 billion (+¥61.8 billion YoY), with 56% progress toward the full-year target.
Core profit: ¥379.0 billion, up YoY, driven by non-resource sectors (+¥25.0 billion).
Operating cash flows: ¥609.2 billion (record high), core operating cash flows: ¥503.0 billion.
Total assets grew to ¥15,586.0 billion as of September 2025, and shareholders' equity increased to ¥6,060.9 billion.
Gross trading profit for H1: ¥1,209.6 billion (+¥43.1 billion YoY).
Outlook and guidance
Full-year consolidated net profit forecast maintained at ¥900.0 billion, a 2.2% increase year-over-year.
Core profit forecast revised to ¥800.0–820.0 billion (from ¥770.0–850.0 billion), reflecting steady profit growth and resilience against forex/resource price declines.
Basic EPS for FY2025 is projected at ¥127.95 post-share split (¥639.74 pre-split).
Dividend per share raised to ¥210 (pre-split), with a total payout ratio target of 50%.
Share buybacks of ¥150.0 billion or more planned.
Quantify asset sale impact on H1 net profit
Rationale for 1-for-5 share split
Mitigation of tariff and economic headwinds?
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Q3 20265 Feb, 2026
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Frequently asked questions
Itochu Corporation, founded in 1858, is a worldwide trading company based in Japan. The company is the second largest sogo shosha, a Japanese term for a diversified trading company. Itochu's core business activities include technology, energy and chemicals, textiles, metals and machinery and consumer products. ITOCHU Corporation was formerly known as Itochu Shoten and changed its name to ITOCHU Corporation in July 1956. The company is headquartered in Tokyo, Japan and has over 140 offices located in 60 countries around the world.
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