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Mitsui O.S.K. Lines
Mitsui O.S.K. Lines (9104) investor relations material
Mitsui O.S.K. Lines Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary7 Oct, 2026
Executive summary
Q1 FY2026 revenue rose 68.9% year over year to ¥730.9bn; operating profit was ¥38.5bn, ordinary profit ¥52.1bn, and profit attributable to owners of parent ¥61.1bn.
Results included six months of results for 384 subsidiaries following an accounting-period change, affecting comparability and increasing revenue by ¥35.7bn.
FY2026 ordinary profit guidance increased ¥80bn to ¥225bn, with net income guidance raised ¥70bn to ¥240bn.
Financial highlights
Q1 FY2026 revenue was ¥730.9bn, up 68.9% year over year; operating profit was ¥38.5bn, up 3.9%.
Ordinary profit was ¥52.1bn, down 0.2%; profit attributable to owners of parent rose 15.6% to ¥61.1bn.
Average exchange rate was ¥159.14/USD; bunker prices rose to $917/MT from $544/MT year over year.
Total assets were ¥6,202.4bn and shareholders’ equity ratio was 48.0% at quarter-end.
Net gearing improved to 1.06 from 1.11 in FY2025; Q1 ROE was 8.1%.
Outlook and guidance
FY2026 revenue forecast rose ¥190bn to ¥2,230bn; operating profit forecast is ¥135bn, ordinary profit ¥225bn, and net income ¥240bn.
Core operating cash flow forecast is ¥427.5bn.
Segment forecasts: Dry Bulk ¥25bn, Energy ¥55bn, Chemical Logistics ¥21bn, Product Transport ¥108bn, and containership business ¥58bn.
Forecast assumes partial Hormuz reopening in October 2026, passage restrictions lifted in January 2027, and Red Sea restrictions continuing through FY-end.
FY2026 dividend forecast remains ¥205/share: ¥100 interim and ¥105 year-end.
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Latest events from Mitsui O.S.K. Lines
- LBC adds terminal earnings and growth options to an integrated chemical logistics platform.9104
M&A announcement - Phase 2 prioritizes earnings delivery, disciplined investment and stronger shareholder returns.9104Status update
- Revenue rose, but profits fell; FY2026 earnings are forecast lower, with dividends at ¥205/share.9104Q4 2026
- Containership weakness cut nine-month profits, while FY2025 guidance was raised.9104Q3 2026
- Containership headwinds cut FY guidance, while the annual dividend rose to ¥200 per share.9104Q2 2026
- Q1 profit fell sharply, but FY2025 forecasts rose on stronger energy and vehicle results.9104Q1 2026
- H1 profit growth lifted FY guidance, alongside a JPY 100bn buyback.9104Q2 2025
- FY2024 record earnings give way to a tariff- and market-pressured FY2025 outlook.9104Q4 2025
- Containership and energy strength lifted FY2024 profit guidance and the annual dividend.9104Q3 2025
Next Mitsui O.S.K. Lines earnings date
Q2 20279 Nov, 2026
Mitsui O.S.K. Lines
Next Mitsui O.S.K. Lines earnings date
Q2 20279 Nov, 2026
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