Mitsui & Co Ltd Ord (MITSF) Q4 2026 Earnings Call

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WEBVTT 00:00:01.212 -- 00:00:05.799 Good morning. I am Kenny Chihori, President and CEO. 00:00:05.799 -- 00:00:08.860 Thank you for joining us today. 00:00:09.003 -- 00:00:14.351 Today, after reviewing Medium-Term Management Plan, MTMP 2026, I 00:00:14.351 -- 00:00:19.799 will explain Mitsui's vision under a new plan, MTMP 2029, 00:00:19.799 -- 00:00:24.867 shaping futures through trust and innovation toward 2030 and beyond, as 00:00:24.867 -- 00:00:30.592 well as the strategies we will pursue to realize that vision. 00:00:31.975 -- 00:00:34.540 For FY March 2026, 00:00:34.540 -- 00:00:40.271 those cooperating cash flow, COCF and profit exceeded our latest forecast. 00:00:40.271 -- 00:00:44.098 We plan to make the full-year dividend 115 yen per share. 00:00:44.098 -- 00:00:49.528 In addition, we have completed the share repurchases announced last November 00:00:49.528 -- 00:00:54.858 of up to 200 billion yen and have cancelled those shares. 00:00:54.858 -- 00:01:00.002 The three years of MTMP 2026 were a period in which companies 00:01:00.002 -- 00:01:05.347 were tested on their ability to balance their response to changes with sustainable growth 00:01:05.347 -- 00:01:09.891 amid significant volatility in the external environment. 00:01:09.891 -- 00:01:15.755 Even under such conditions, from FY March 2022 through FY March 2026, 00:01:15.755 -- 00:01:21.280 we achieved COCF in the 1 trillion yen level for five consecutive fiscal years, 00:01:21.280 -- 00:01:25.165 demonstrating our robust cash generation capability. 00:01:25.165 -- 00:01:30.435 While profit in the final year of the three-year period fell short of the MTMP target, 00:01:30.435 -- 00:01:35.745 both ROE and the shareholder returns payout ratio exceeded the targets. 00:01:35.745 -- 00:01:40.775 Over the t...