Sojitz Corp Unsp/Adr (SZHFY) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.858 -- 00:00:04.243 Good afternoon. This is Kosuke Uemura, CEO. 00:00:04.243 -- 00:00:09.792 I would like to explain results for the FY25 that ended March 2026 00:00:09.792 -- 00:00:15.101 and progress of the Medium-Term Management Plan 2026 or MTP 2026. 00:00:15.101 -- 00:00:21.508 After that, our CFO, Makoto Shibuya, will explain details of the financial results. 00:00:22.053 -- 00:00:27.303 FY 2025 was year two of the current three-year medium-term management plan, or MTP, 00:00:27.303 -- 00:00:32.574 2026. We posted a net income of 103.6 billion yen for an ROE 00:00:32.574 -- 00:00:34.397 of 10.1%, 00:00:34.397 -- 00:00:39.367 both falling short of the plan that was published together with the MTP. 00:00:39.367 -- 00:00:43.494 Business expansion and earnings contribution centered around energy solutions and health 00:00:43.494 -- 00:00:48.022 care, chemical trading, as well as defense and marine product related businesses. 00:00:48.022 -- 00:00:52.730 On the other hand, structural reforms in automotive and the Australian cooking coal business 00:00:52.730 -- 00:00:55.347 had a temporary negative impact. 00:00:55.347 -- 00:01:00.213 During the year, we continuously implemented various measures for growth toward our next 00:01:00.213 -- 00:01:01.855 stage. 00:01:01.855 -- 00:01:06.321 By implementing new investments that contribute to high-quality growth, we have been 00:01:06.321 -- 00:01:11.487 able to steadily build out clusters of businesses with clear paths to success. 00:01:11.487 -- 00:01:15.532 We have also implemented measures to address underperforming businesses. 00:01:15.532 -- 00:01:19.837 It may have had a temporary negative impact on profit figures, but allowed us to surely 00:01:19.837 -- 00:01:24.811 transform our earning space into...