Sojitz Corp Unsp/Adr (SZHFY) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.795 Good afternoon. This is Makoto Shibuya, CFO. 00:00:03.795 -- 00:00:08.701 Let me present today using the material titled Presentation Materials for Financial Results 00:00:08.701 -- 00:00:12.463 for the Third Quarter ended December 31, 2025, 00:00:12.585 -- 00:00:18.392 which is available on our website. Slide 4 shows the summary for the 9 months up to Q3. 00:00:18.392 -- 00:00:24.567 Profit for the period came to 80.4 billion yen, up 4.3 billion yen year-on-year. 00:00:24.567 -- 00:00:29.634 This is 70% against the full-year forecast of 115 billion yen announced 00:00:29.634 -- 00:00:35.342 at the beginning of the fiscal year. Core operating cash flow was a net inflow of 93.6 00:00:35.342 -- 00:00:37.485 billion yen, 67% 00:00:37.485 -- 00:00:39.908 against the full-year forecast. 00:00:39.908 -- 00:00:44.915 The stock price has been rising gradually since November, and our market cap finally 00:00:44.915 -- 00:00:50.182 exceeded 1 trillion yen. We will continue to progress towards the 2 trillion 00:00:50.182 -- 00:00:53.664 yen target in the next stage. 00:00:54.233 -- 00:01:00.837 To summarize Q3 results, the trend was generally unchanged from up to Q2. 00:01:00.980 -- 00:01:05.184 Segments that have been gaining strength, especially energy solutions and healthcare, 00:01:05.184 -- 00:01:09.808 chemicals, aerospace transportation and infrastructure, are making strong contribution 00:01:09.808 -- 00:01:13.512 to profit, in some cases involving asset replacement. 00:01:13.512 -- 00:01:18.497 On the other hand, segments working on business rehabilitation, such as automotive, metals, 00:01:18.497 -- 00:01:23.680 mineral resources and recycling, have yet to achieve profit growth. 00:01:23.714 -- 00:01:28.761 The outlook for the full ...