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Visual21 Nov 2025
Data center suppliers
Mitsui O.S.K. Lines (9104) investor relations material
Mitsui O.S.K. Lines Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Nov, 2025
Executive summary
First half FY2025 consolidated revenue was ¥869.7 billion, down 3.4% or ¥30.8 billion year-over-year, with net income at ¥116.2 billion, a decrease of 53.3% or ¥132.3 billion from the prior year.
Ordinary profit for 1H FY2025 was ¥114.6 billion, exceeding the previous forecast by ¥9.6 billion but down 54.3% year-over-year.
Operating profit for 1H FY2025 was ¥71.8 billion, down 19.6% year-over-year.
The company finalized provisional accounting for a business combination and equity method application, impacting prior period figures.
Downward revision for full-year FY2025 forecast, with net income now expected at ¥180.0 billion, a reduction of ¥20.0 billion from the previous forecast.
Financial highlights
1H FY2025 revenue: ¥869.7 billion (down ¥30.8 billion or 3.4% YoY); net income: ¥116.2 billion (down ¥132.3 billion or 53.3% YoY).
Ordinary profit: ¥114.6 billion (down ¥136.3 billion or 54.3% YoY), but up ¥9.6 billion from the previous forecast.
Net income per share for the period was ¥337.25, nearly flat year-over-year.
Total assets increased to ¥5,397.5 billion, while total net assets decreased to ¥2,619.9 billion.
Average exchange rate for 1H FY2025: ¥146.09/$; average bunker price: $546/MT.
Outlook and guidance
Full-year FY2025 revenue forecast: ¥1,750.0 billion; net income forecast: ¥180.0 billion, both revised downward.
Operating profit for FY2025 is forecast at ¥104.0 billion; net income per share projected at ¥523.16.
Ordinary profit forecast for FY2025: ¥152.0 billion, down ¥18.0 billion from the previous forecast.
Interim dividend of ¥85/share and year-end dividend of ¥115/share planned, totaling ¥200/share (down from ¥360 in FY2024 but up ¥25/share from prior guidance).
Dry Bulk and Energy businesses expect improved profits versus prior forecasts, while Product Transport and Wellbeing & Lifestyle expect declines.
What caused the large Product Transport profit drop?
Why was FY2025 profit forecast lowered?
Explain the goodwill increase in Q2 assets.
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Next Mitsui O.S.K. Lines earnings date
Q3 202630 Jan, 2026
Next Mitsui O.S.K. Lines earnings date
Q3 202630 Jan, 2026
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Frequently asked questions
Mitsui O.S.K. Lines Ltd. (MOL) is a global marine logistics company with a diverse fleet that includes dry bulkers, tankers, LNG carriers, containerships, ferries & coastal RoRo ships, and cruise ships. The company's operations are extensive, with its dry bulkers handling a wide range of cargo such as iron ore, coal, grains, wood, wood chips, cement, fertilizer, and salt. Its tankers are responsible for the transportation of crude oil and refined petroleum products, while its LNG carriers manage the transport of liquefied natural gas. Beyond these, MOL offers services in transporting coal for electric power companies in Japan, and its diversified operations also encompass the transport of electric products, automotive parts, clothes, furniture, food products, and automobiles. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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