Itochu $8001 (-0,53%): Business results as of May 2, 2025 - Summary
Financial Year 2025 (FYE 2025)
Sales: 14.72 trillion yen (+4.9% compared to the previous year)
Operating result: 683.92 billion yen (-2.7% compared to the previous year)
Net profit: 880.25 billion yen (+9.8% compared to the previous year)
Earnings per share (EPS): 615.65 yen
Dividend: 200 yen per share (increase of 40 yen compared to the previous year)
Net profit reached a record high for the second year in a row. The increase in sales was mainly achieved through organic growth in the food, consumer goods and textiles segments. Challenges arose in the raw materials segment, particularly due to falling coal prices and operational problems in two coking coal projects.
4th quarter (January-March 2025)
Sales: 3.68 trillion yen (+3% year-on-year; below the estimate of 3.85 trillion yen)
Operating profit: 146.16 billion yen (-11% year-on-year; below the estimate of 219.18 billion yen)
Quarterly profit: 203.78 billion yen (+7.2% year-on-year; below the estimate of 215.37 billion yen)
Outlook for the financial year 2026 (FYE 2026)
Forecasted net profit: 900 billion yen
Planned investments: up to 1 trillion yen, including privatization of DESCENTE and the iron ore business in Brazil
Total payout ratio: around 50%, consisting of dividends and share buybacks totaling 150 billion yen
Itochu continues to focus on "hands-on management" with a focus on sustainable growth through targeted investments and a balanced capital structure. Analysts are optimistic: ten buy recommendations and four hold ratings.
Sources: Itochu IR, MarketScreener, Smartkarma