MITSUI E&S Co., Ltd.
Fiscal Year 2026 Q2 Earnings Presentation
In FY2026 Q2, orders received amounted to 1580 hundred million yen (YoY +120), revenue was 1750 hundred million yen (YoY +95), and operating income was 207 hundred million yen (YoY +9), achieving year-over-year increases in revenue and profit. The full-year outlook was revised upward, targeting orders and revenue of 3700 hundred million yen. Key segments — Growth Business Promotion and Logistics Systems — performed well, while Marine Propulsion Systems saw some profit decline due to costs associated with introducing new models. Overall, the company raised its full-year outlook.
Key Figures
- Orders Received: 1,580 (hundred million yen) YoY +120
- Revenue: 1,750 (hundred million yen) YoY +94
- Operating Income: 207 (hundred million yen) YoY +9
- Foreign Exchange Assumption: USD/JPY 152 yen (note)
AI要約
Overview of Performance
In FY2026 Q2, the order environment was solid, centered on Marine Propulsion Systems, resulting in company-wide revenue and operating income that exceeded the same period last year. The Growth Business Promotion and Logistics Systems divisions drove revenue and profit growth, and although Marine Propulsion Systems incurred some costs related to the introduction of new models, overall progress remained steady. The full-year performance outlook was revised upward.
Outlook and Investment Considerations
The full-year FY2026 outlook has been revised upward to orders received of 3700 hundred million yen, revenue of 3700 hundred million yen, and operating income of 400 hundred million yen. The strong performance of the Growth Business Promotion and Logistics Systems divisions is expected to continue, with anticipated order accumulation and improved construction profitability in the second half. Expansion into the Indian market and initiatives to create new businesses will continue, with a policy to enhance capital efficiency and optimize the business portfolio.
Revenue Trend
Operating Income Trend
Guidance vs. Actual Comparison
MITSUI E&S Co., Ltd.
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