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Investor Relations14 Oct 2025
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ITOCHU (8001) investor relations material
ITOCHU Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 Aug, 2025
Executive summary
Achieved record Q1 consolidated net profit of ¥283.9 billion, up 37% year-over-year, driven by asset replacement, extraordinary gains, and strong non-resource segment performance.
Progress toward the annual net profit plan reached 32%, indicating a strong start to FYE 2026 and confidence in meeting the full-year target.
Significant gains from the sale of C.P. Pokphand and other investments boosted results.
Non-resource sectors, especially Textile, Food, and The 8th, contributed significantly to profit growth, while Metals & Minerals declined due to lower resource prices and forex impacts.
Basic earnings per share increased to ¥200.50 from ¥143.59 in the prior year period.
Financial highlights
Q1 consolidated net profit reached ¥283.9 billion, up ¥77.3 billion (+37%) year-over-year, with one-off gains totaling ¥103 billion, including CPP sale and Food business disposals.
Core profit declined by ¥21 billion year-over-year to ¥181 billion, mainly due to lower resource prices and yen appreciation.
Revenues were ¥3,558.9 billion, down 1.1% year-over-year.
Gross trading profit rose to ¥595.4 billion, up ¥6.7 billion year-over-year.
Net operating cash flows increased to ¥245.5 billion from ¥207.8 billion year-over-year.
Outlook and guidance
Full-year consolidated net profit plan set at ¥900 billion, up 2.2% from the previous year, with Q1 progress at 32% of target.
Core profit guidance: ¥770–850 billion for FYE 2026.
Annual dividend per share planned at ¥200, unchanged from the prior year.
Monitoring U.S. consumption, currency impacts, and economic policies in the U.S. and China.
Business performance expected to build in Q2–Q4, with focus on turnaround in underperforming segments.
Elaborate on dividend policy flexibility
Key drivers for H2 core profit turnaround
Mitigation strategies for Q2 external risks
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Next ITOCHU earnings date
Q2 20265 Nov, 2025
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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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