MOL Raises Full Year Net Profit Forecast to ¥200 Billion 商船三井、通期純利益を2000億円に上方修正

MOL Raises Full Year Net Profit Forecast to ¥200 Billion; Dividend Increased to ¥175 per Share; U.S. Tariffs “Less Impactful Than Initially Expected”

商船三井、通期純利益を2000億円に上方修正 配当175円に増配、米国関税「当初想定より影響少ない」

On August 1, Mitsui O.S.K. Lines (MOL) announced its consolidated financial results for the April–June quarter of 2025. The company revised its full-year net profit forecast for the fiscal year ending March 2026 upward by ¥30 billion, from ¥170 billion announced on April 30 to ¥200 billion (approximately USD 1.38 billion, based on an exchange rate of JPY 145 per USD). While the United States had indicated a plan between April and May to temporarily raise tariffs on Chinese goods to as high as 145%, (continued in full article)

Key Points of the Article
→ With regard to cargo movements on the main container shipping route between the U.S. and China, Representative Director and Senior Managing Executive Officer Kazuya Hamazaki stated, “The impact has been less than MOL initially expected.” As a result, the company also revised its container shipping segment’s ordinary profit forecast upward by ¥6 billion to ¥42 billion.

→ Following the upward revision of its net profit forecast to ¥200 billion, MOL also raised the lower limit of its full-year dividend, increasing it from ¥150 (as of April 30) to ¥175 per share.

→ The article includes nearly the full transcript of the Q&A session between various newspaper and media outlets and Senior Managing Executive Officer Kazuya Hamazaki during the press conference.

商船三井、通期純利益を2000億円に上方修正 配当175円に増配、米国関税「当初想定より影響少ない」

商船三井は8月1日、2025年4〜6月期連結決算を発表した。2026年3月期の連結純利益予想を4月30日発表の1,700億円から300億円増額し、2,000億円（約13.8億米ドル、1ドル＝145円換算）に上方修正した。米国は4〜5月にかけて中国への関税を一時最大145％まで引き上げる方針を示したが、（続きは本文でお読みください）

この記事のポイント

→コンテナ船の主力航路である米中間の荷動きについて、代表取締役専務執行役員の濱崎和也氏（＝Representative Director, Senior Managing Executive Officer Kazuya Hamazaki）は、「商船三井が当初想定していたよりも影響は少ない」とし、コンテナ船事業についても前回予想から60億円増の経常利益420億円に上方修正した。

→商船三井は通期純利益を2000億円に上方修正したことに伴い、配当の下限設定額を増額し、4月30日時点の通期150円から175円に増配する。

→記者会見での各新聞・メディアと濱崎専務の質疑応答についてほぼ全文を掲載している。