Breaking: MOL Raises Net Profit Forecast to JPY240bn　速報・商船三井、純利益2400億円へ上方修正

Dry bulk, energy and ONE drive upgrade, with chemical logistics also contributing

ドライ、エネルギー、ONEが押し上げ　ケミカル物流も貢献

　MOL on Aug. 3 revised upward its consolidated earnings forecast for the fiscal year ending March 2027, raising net profit attributable to owners of the parent by JPY70bn to JPY240bn from its previous forecast of JPY170bn. The company now expects ordinary profit of JPY225bn (previous forecast: JPY145bn) and operating profit of JPY135bn (previous forecast: JPY105bn).

■The full article (approximately 2,000 words) covers the following:

→ Why MOL raised its net profit forecast from JPY170bn to JPY240bn, with a detailed analysis of the factors behind the revision

→ An analysis of the profit structure, showing how the dry bulk, energy and ONE businesses supported earnings

→ How China’s expanding vehicle exports and rising global car carrier market have affected profitability

→ Why the chemical logistics business was specifically cited as a reason for the upward revision, and what it means

→ An explanation of what the difference between the increases in operating profit and ordinary profit reveals about MOL’s earnings structure

(The remainder of this article is available in the paid edition published in both English and Japanese. The Japanese version follows the English article.)

速報・商船三井、純利益2400億円へ上方修正

ドライ、エネルギー、ONEが押し上げ　ケミカル物流も貢献

　商船三井は3日、2027年3月期の連結業績予想を上方修正し、親会社株主に帰属する当期純利益を前回予想の1700億円から2400億円へ700億円引き上げた。経常利益は2250億円（前回予想1450億円）、営業利益は1350億円（同1050億円）を見込む。

■記事本文では以下の内容を読むことができます（記事全文約2,000文字）

→純利益予想を1700億円から2400億円へ上方修正、修正の背景を詳報

→ドライ、エネルギー、ONEが業績を押し上げた利益構造を分析

→中国の完成車輸出拡大と自動車船市況上昇が収益に与える影響とは

→ケミカルロジスティクス事業を修正理由に明記、その意味を読み解く

→営業利益と経常利益の増加幅の違いから見える商船三井の収益構造を解説

（続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています）