Japan Oil Transportation (9074) Q2 2026 earnings summary

Executive summary

• Revenue for the six months ended September 30, 2025, increased 4.7% year-over-year to ¥17,885 million, driven by growth in petroleum and high-pressure gas transport.

• Operating profit surged 143.1% year-over-year to ¥630 million, and net profit attributable to shareholders rose 55.0% to ¥507 million.

• The business environment remained challenging due to rising material costs, labor shortages, and economic uncertainties.

Financial highlights

• Operating profit: ¥630 million (up 143.1% year-over-year).

• Ordinary profit: ¥752 million (up 125.4% year-over-year).

• Net profit attributable to shareholders: ¥507 million (up 55.0% year-over-year).

• Comprehensive income: ¥1,259 million (up 473.3% year-over-year).

• Total assets: ¥44,369 million; net assets: ¥27,040 million; equity ratio: 60.9%.

Outlook and guidance

• Full-year revenue forecast revised upward to ¥38,200 million (up 3.0% year-over-year).

• Operating profit forecast: ¥1,800 million (up 15.8% year-over-year); net profit forecast: ¥1,300 million (up 2.9% year-over-year).

• Annual dividend forecast maintained at ¥100 per share.