MOL forecasts energy business ordinary income to rise to ¥78bn　商船三井、エネルギー事業の経常利益780億円に増加

FY2026: Three-for-one share split and share buyback of up to ¥50bn

2027年3月期、株式3分割と500億円の自社株買い

　Mitsui O.S.K. Lines, Ltd. (MOL) announced on 9 November that ordinary income from its energy business is expected to increase to ¥78bn for the financial year ending March 2027, compared with its 7 August forecast of ¥55bn. The increase is mainly attributable to stronger market conditions for crude oil tankers and very large LPG carriers (VLGCs).

　The company also raised its ordinary income forecasts for the dry bulk business to ¥39bn, from ¥25bn, and for the container shipping business to ¥111bn, from ¥58bn.

　At an online earnings briefing held the same day, President and Chief Executive Officer Jotaro Tamura and Executive Vice-President and Chief Financial Officer Kazuya Hamazaki outlined their outlook for shipping markets and LNG-related investments.

　As part of its shareholder return measures, MOL decided to undertake a share buyback of up to ¥50bn and a three-for-one share split.

■The full article covers the following topics (approximately 5,000 Japanese characters)

→ Stronger crude oil and LPG shipping markets: What is driving the energy business’s ¥78bn profit forecast?

→ Container shipping profit set to reach ¥111bn: How MOL’s earnings structure captures rising freight rates

→ Strait of Hormuz tensions expected to ease by March 2027: President Tamura on the implications for shipping markets

→ Expanding LNG infrastructure investments: The position MOL aims to establish in the global FSRU market

→ ¥50bn share buyback and three-for-one share split: The objectives behind MOL’s shareholder return measures

(Please read the full article in the paid edition, available in English and Japanese. The Japanese article appears after the English version.)

商船三井、エネルギー事業の経常利益780億円に増加

2027年3月期、株式3分割と500億円の自社株買い

　商船三井は11月9日、2027年3月期のエネルギー事業の経常利益が780億円（8月7日予想550億円）に増加する見通しを明らかにした。原油船や大型LPG船（VLGC）などの市況上昇が主因。ドライバルク事業も390億円（同250億円）、コンテナ船事業も1110億円（同580億円）に増額する。

　同日開催されたオンライン決算会見では、田村城太郎（Jotaro Tamura）社長と濱崎和也（Kazuya Hamazaki）副社長CFOが海運市況やLNG関連投資の見通しを説明した。株主還元では500億円を上限とする自社株買いと1対3の株式分割を決定した。

■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5,000文字）

→原油船・LPG船の市況上昇、エネルギー事業の利益780億円を支える要因とは

→コンテナ船の利益1110億円へ、運賃上昇を取り込む商船三井の収益構造

→ホルムズ海峡の沈静化は2027年3月末、田村社長が語る市況への影響

→LNGインフラ投資を拡大、世界のFSRU市場で商船三井が目指す地位とは

→500億円の自社株買いと株式3分割、商船三井が打ち出す株主還元策の狙い

（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）