Sojitz Publishes Q&A Transcript of First-Half FY2026 Financial Results Briefing

By Public Technologies
  • Sojitz held its first-half results briefing on October 30, 2026, attended by CEO Kosuke Uemura and CFO Makoto Shibuya.
  • Management maintained the FY2026 profit forecast at JPY 130 billion despite weaker fertilizer earnings and continuing automotive restructuring.
  • Gregory Crinum and Lake Vermont divestments will improve earnings next fiscal year, reducing annual cash outflows by several billion yen.
  • Chemicals earnings benefited from an estimated JPY 8 billion market-driven uplift this fiscal year; underlying earnings were approximately JPY 24 billion.
  • The 15% ROE target remains, but management ruled out substantial capital-policy changes for now, citing growth investment needs and credit-rating considerations.


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