Sojitz publishes Q&A transcript from Q1 FY2026 financial results briefing
Reuters2026/08/05 04:41- Sojitz released a Q&A transcript from its July 31, 2026 financial results briefing for the quarter ended June 30, 2026, attended by CFO Makoto Shibuya.
- Chemicals saw the biggest Middle East-related impact; methanol prices were near double plan in Q1, still about US$100/ton above assumptions.
- Positive Q2 contribution expected from methanol, though below Q1; supply-chain disruption trading gains seen in Q1 are fading, full-year forecast unchanged.
- Australia used-car unit Dutton hit by higher gasoline prices; market demand fell more than 10% year on year, with a first-half target of monthly profitability.
- Australia coking coal started weak; exit talks underway, with any sale delay viewed as manageable without changing the full-year earnings forecast.
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