Sojitz surpasses profit forecasts, boosts shareholder returns

Sojitz Corporation announced its financial results for the first half ended September 30, 2025, reporting a profit of 45.3bn yen for the period, achieving 39% of its full-year forecast. Core operating cash flow reached 65.5bn yen, ahead of the revised forecast of 47%, leading to a full-year forecast of 140.0bn yen. Revenue for H1 FY2025 was 1,240.3bn yen, with a gross profit of 171.6bn yen, reflecting growth primarily in Energy Solutions & Healthcare and Retail & Consumer Service segments.

The company is progressing with its Medium-term Management Plan 2026, targeting 600.0bn yen in investments with financial discipline. This includes 150.0bn yen in anticipated investment for Uzbekistan infrastructure projects, aiming for an ROI exceeding 10%. Sojitz is also committed to shareholder returns, forecasting 165 yen per share in dividends for FY2025 (a 10% increase year-over-year) and completing a 10.0bn yen stock repurchase in July 2025.

Sojitz has strengthened its non-resource businesses, which now represent over 85% of its core operating cash flow, reflecting a strategic portfolio rebalancing and stable profit sources. Notable segment contributions include an upward revision in the Aerospace, Transportation & Infrastructure forecast to 17.0bn yen and Energy Solutions & Healthcare to 30.0bn yen for FY2025.