Marubeni（8002）株式概要丸紅株式会社は工業製品および消費財の購入、流通、販売を行っている。 詳細8002 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績4/6財務の健全性5/6配当金4/6報酬収益は年間5.25%増加すると予測されています 過去1年間で収益は8.1%増加しました アナリストらは、株価が20.1%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている 不安定な配当実績 すべてのリスクチェックを見る8002 Community Fair Values Create NarrativeSee what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥5.27k8.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-201b10t2016201920222025202620282031Revenue JP¥10.3tEarnings JP¥677.3bAdvancedSet Fair ValueView all narrativesMarubeni Corporation 競合他社SumitomoSymbol: TSE:8053Market cap: JP¥8.4tToyota TsushoSymbol: TSE:8015Market cap: JP¥7.4tITOCHUSymbol: TSE:8001Market cap: JP¥13.6tMitsuiSymbol: TSE:8031Market cap: JP¥15.8t価格と性能株価の高値、安値、推移の概要Marubeni過去の株価現在の株価JP¥5,271.0052週高値JP¥6,328.0052週安値JP¥2,760.00ベータ0.701ヶ月の変化-10.78%3ヶ月変化-7.69%1年変化88.99%3年間の変化159.59%5年間の変化433.50%IPOからの変化827.99%最新ニュースライブニュース • May 10Marubeni Joins Consortium to Develop eVTOL Vertiport Network in Osaka BaySkyDrive has formed Japan’s first consortium focused on commercial eVTOL vertiport operations, with Marubeni participating as a partner. The consortium aims to support commercialization of the Osakako Vertiport in Osaka Bay as a hub for urban air mobility across the Kansai region. Local governments and multiple companies are joining the initiative to promote eVTOL services and expand urban air mobility infrastructure. For you as an investor, Marubeni’s role in this consortium signals interest in early-stage urban air mobility infrastructure tied to the 2025 Osaka Expo and the broader Kansai area. Participation alongside local governments and corporate partners positions the company in the ecosystem that could be required if eVTOL services reach commercial scale in Japan. This kind of involvement is still at a formative stage, so it is more about optionality and exposure to a new transport segment than about near-term earnings visibility. When assessing Marubeni, you might track how this consortium progresses toward actual commercial operations at Osakako Vertiport, the level of capital commitments that emerge, and any follow-on projects that could indicate how material urban air mobility might become within the company’s broader business portfolio.分析記事 • May 08Marubeni's (TSE:8002) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Marubeni Corporation ( TSE:8002 ) was underwhelming for investors, despite...お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 19, 2026Marubeni Corporation, Annual General Meeting, Jun 19, 2026.Board Change • Apr 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior EVP, CDIO & Representative Director Kenichiro Oikawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 11Marubeni Corporation to Report Fiscal Year 2026 Results on May 01, 2026Marubeni Corporation announced that they will report fiscal year 2026 results at 11:00 AM, Tokyo Standard Time on May 01, 2026お知らせ • Feb 25Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002).Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002) on February 24, 2026. Upon completion, Konica Minolta, Inc. will own 100% stake in Konica Minolta QOL Solutions, Inc.最新情報をもっと見るRecent updatesライブニュース • May 10Marubeni Joins Consortium to Develop eVTOL Vertiport Network in Osaka BaySkyDrive has formed Japan’s first consortium focused on commercial eVTOL vertiport operations, with Marubeni participating as a partner. The consortium aims to support commercialization of the Osakako Vertiport in Osaka Bay as a hub for urban air mobility across the Kansai region. Local governments and multiple companies are joining the initiative to promote eVTOL services and expand urban air mobility infrastructure. For you as an investor, Marubeni’s role in this consortium signals interest in early-stage urban air mobility infrastructure tied to the 2025 Osaka Expo and the broader Kansai area. Participation alongside local governments and corporate partners positions the company in the ecosystem that could be required if eVTOL services reach commercial scale in Japan. This kind of involvement is still at a formative stage, so it is more about optionality and exposure to a new transport segment than about near-term earnings visibility. When assessing Marubeni, you might track how this consortium progresses toward actual commercial operations at Osakako Vertiport, the level of capital commitments that emerge, and any follow-on projects that could indicate how material urban air mobility might become within the company’s broader business portfolio.分析記事 • May 08Marubeni's (TSE:8002) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Marubeni Corporation ( TSE:8002 ) was underwhelming for investors, despite...お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 19, 2026Marubeni Corporation, Annual General Meeting, Jun 19, 2026.Board Change • Apr 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior EVP, CDIO & Representative Director Kenichiro Oikawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 11Marubeni Corporation to Report Fiscal Year 2026 Results on May 01, 2026Marubeni Corporation announced that they will report fiscal year 2026 results at 11:00 AM, Tokyo Standard Time on May 01, 2026お知らせ • Feb 25Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002).Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002) on February 24, 2026. Upon completion, Konica Minolta, Inc. will own 100% stake in Konica Minolta QOL Solutions, Inc.お知らせ • Feb 12Marubeni Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Marubeni Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the period, the company expects profit attributable to owners of parent of JPY 540.0 billion or basic earnings per share of JPY 328.08 compared to previous guidance of profit attributable to owners of parent of JPY 510.0 billion or basic earnings per share of JPY 309.44. This is due to an expected increase in profit from the Chilean copper mining business in Metals & Mineral Resources, as well as upward revisions to the forecasts for Aerospace & Mobility, Finance, Leasing & Real Estate Business and other segments, which offset downward revisions to the forecasts for Energy & Chemicals and Power & Infrastructure Services based on the actual results for the nine-month period ended December 31, 2025.お知らせ • Feb 11Highwood Harbor acquired Eastern Fish Company from Marubeni Corporation (TSE:8002).Highwood Harbor acquired Eastern Fish Company from Marubeni Corporation (TSE:8002) effective February 11, 2026.お知らせ • Feb 05Marubeni Corporation Announces Revision of Dividend Forecast for the Fiscal Year Ending March 31, 2026Marubeni Corporation announced that the Company resolved, at the Board of Directors’ Meeting held on February 4, 2026, to revise the dividend forecast for the fiscal year ending March 31, 2026. Revision of the annual dividend forecast: Revised annual dividend forecast to JPY 107.50 per share from the previous forecast of JPY 100.00 per share. Revision of the year-end dividend forecast: Revised year-end dividend forecast to JPY 57.50 per share from the previous forecast JPY 50.00 per share. Reasons for the Revision: the company has adopted a basic policy of paying dividends which states that the Company pays shareholders a stable dividend over the long term while increasing its dividends through its medium- and long-term profit growth. Reflecting the policy, for the period of the GC2027 Mid-Term Management Strategy (from the fiscal year ending March 31, 2026 to the fiscal year ending March 31, 2028), the Company adopts a progressive dividend policy, aiming to increase the annual dividend in response to medium- and long-term profit growth. As a result, the Company has revised the annual dividend forecast per share for the fiscal year ending March 31, 2026 to JPY 107.50 per share from the previous forecast of JPY 100.00 per share in accordance with the aforementioned basic policy. In line with this change, the Company has revised the year-end dividend forecast per share for the fiscal year ending March 31, 2026 to JPY 57.50 per share from the previous forecast (announced on May 2, 2025) of JPY 50.00 per share (interim JPY 50.00 per share; already paid).お知らせ • Feb 04Marubeni Corporation (TSE:8002) announces an Equity Buyback for 5,000,000 shares, representing 0.3% for ¥15,000 million.Marubeni Corporation (TSE:8002) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 0.30% of its outstanding share capital (excluding treasury shares), for ¥15,000 million. The purpose of repurchase program is to enhance shareholder returns and to improve capital efficiency. The repurchase program is valid till June 30, 2026.お知らせ • Jan 23+ 3 more updatesMarubeni Corporation Announces Management Changes, Effective April 1, 2026Marubeni Corporation announced the retirement of several Executive Officers, effective April 1, 2026. Jun Horie will retire as Senior Managing Executive Officer, CAO, Senior Operating Officer of the Audit Department, and Senior Operating Officer of the Executive Secretariat, and will assume the role of Honorary Advisor; Koichi Ariizumi will retire as Managing Executive Officer and General Manager of the Legal Department, and will become Senior Corporate Advisor; Koji Kashima will retire as Managing Executive Officer and CHRO, and will be appointed Honorary Advisor; Takashi Fujinaga will retire as Executive Officer and Chief Operating Officer of the IT Solutions Division, and will be appointed Honorary Advisor; and Kanju Horikawa will retire as Executive Officer and Deputy Chief Operating Officer of the Energy & Chemicals Division, and will also assume the role of Honorary Advisor. Effective April 1, 2026, Kenichiro Oikawa will serve as Representative Director, Member of the Board, Senior Executive Vice President, CDIO, and Member of the Corporate Management Committee, Supervisor of IT Solutions Division, Next Generation Business Development Division, and Next Generation Corporate Development Division, Senior Operating Officer, Value Creation Office; Yoshiaki Yokota will serve as Senior Managing Executive Officer, Regional CEO for Europe, Managing Director and CEO of Marubeni Europe plc, and Member of the Corporate Management Committee, Supervisor of Energy & Chemicals Division and Power & Infrastructure Services Division; Kosuke Takechi has been promoted to Senior Managing Executive Officer, Member of the Corporate Management Committee, Supervisor of Lifestyle Division and Food & Agri Business Division; Naoshi Hirose has been promoted to Senior Managing Executive Officer, Regional CEO for the Americas, President and CEO of Marubeni America Corporation; Satoru Ichinokawa will serve as Managing Executive Officer, Member of the Corporate Management Committee, Supervisor of Energy & Chemicals Division and Power & Infrastructure Services Division; Takeshi Mamiya will serve as Managing Executive Officer, CHRO, CAO, Senior Operating Officer, Audit Department, and Senior Operating Officer, Executive Secretariat; Satoru Harada will serve as Managing Executive Officer, Regional CEO for ASEAN, Managing Director of Marubeni ASEAN Pte. Ltd.; Hiromichi Mizuno will serve as Managing Executive Officer, CSO; Taro Kawabe will serve as Managing Executive Officer, Deputy Supervisor of Finance, Leasing & Real Estate Business Division, Regional CEO for Japan; Hideyoshi Iwane will serve as Managing Executive Officer; Hidefumi Oya will serve as Managing Executive Officer, Chief Operating Officer, Food & Agri Business Division. Effective April 1, 2026, Satoru Yokoshiki, previously an Audit & Supervisory Board Member, will become General Manager of the Audit Department and Executive Officer; Susumu Wakamori, formerly Regional CEO for Southwest Asia and Chairman & Managing Director of Marubeni India Pvt. Ltd., has been appointed Executive Officer, Regional CEO for Southwest Chairman & Managing Director, Marubeni India Pvt. Ltd; Shinji Kasai, previously Deputy Regional CEO for ASEAN and President Director of P.T. Marubeni Indonesia has been appointed Executive Officer, General Manager of the Chubu Branch, and Takashi Tsunoda, previously General Manager of the Asset Finance Department has been appointed Executive Officer and Chief Operating Officer of Finance, Leasing & Real Estate Business Division.分析記事 • Jan 10Earnings Not Telling The Story For Marubeni Corporation (TSE:8002)It's not a stretch to say that Marubeni Corporation's ( TSE:8002 ) price-to-earnings (or "P/E") ratio of 13.3x right...お知らせ • Jan 08Marubeni Corporation to Report Q3, 2026 Results on Feb 04, 2026Marubeni Corporation announced that they will report Q3, 2026 results on Feb 04, 2026お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.Declared Dividend • Dec 02First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 28TAUNS Laboratories,Inc. (TSE:197A) agreed to acquire CLAIRVO TECHNOLOGIES Inc. from Marubeni Corporation (TSE:8002) for ¥76 million.TAUNS Laboratories,Inc. (TSE:197A) agreed to acquire CLAIRVO TECHNOLOGIES Inc. from Marubeni Corporation (TSE:8002) for ¥76 million on November 27, 2025. A cash consideration of ¥76 million will be paid by TAUNS Laboratories,Inc. for 10,000 shares. For the period ending March 31, 2025, CLAIRVO TECHNOLOGIES Inc. reported total revenue of ¥71 million, operating loss of ¥305 million and net loss of ¥228 million. As of March 31, 2025, CLAIRVO TECHNOLOGIES Inc. reported total assets of ¥236 million and net liabilities of ¥398 million. The expected completion of the transaction is in December 2025.お知らせ • Nov 27Mchale Plant Sales Limited has entered into an agreement to acquire Marubeni-Komatsu Ltd from Marubeni Corporation (TSE:8002).Mchale Plant Sales Limited has entered into an agreement to acquire Marubeni-Komatsu Ltd from Marubeni Corporation (TSE:8002) on November 25, 2025. To support the transition, Komatsu Europe will take a minority shareholding in McHale Plant Sales. McHale Plant Sales will maintain all existing distribution branches. Following completion of the transition is subject to regulatory approval, effective January 2026, the company plans to trade as McHale Komatsu in the UK.New Risk • Nov 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 07Marubeni Corporation Just Recorded A 37% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Marubeni Corporation ( TSE:8002 ) came out with a strong set of half-yearly numbers that could potentially...Reported Earnings • Nov 05Second quarter 2026 earnings: Revenues exceed analyst expectationsSecond quarter 2026 results: Revenue: JP¥2.04t (up 11% from 2Q 2025). Net income: JP¥151.1b (up 58% from 2Q 2025). Profit margin: 7.4% (up from 5.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Japan.お知らせ • Nov 04+ 1 more updateMarubeni Corporation Announces Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2025, Payable on December 1, 2025Marubeni Corporation announced dividend of JPY 50.00 per share for the second quarter-end of fiscal year ending March 31, 2025 compared to JPY 45.00 per share paid a year ago. Expected date of the beginning of delivery of dividends: December 1, 2025.お知らせ • Oct 17Marubeni Corporation Reportedly in Talks to Acquire TiAuto InvestmentsMarubeni Corporation (TSE:8002) is in talks to acquire Carlyle-backed TiAuto Investments (TiAuto Investments (Pty) Ltd.), according to people with knowledge of the matter. The deal for the South African retailer of automotive tires and parts may be valued at about ZAR 2.6 billion said the people who asked not to be identified as details of the transaction are private. Old Mutual’s private equity business is also an investor in the operator of Tiger Wheel & Tyre. Old Mutual Private Equity and other shareholders are at a “very advanced stage of engagement with Marubeni to sell TiAuto,” said Old Mutual Private Equity co-head Jacci Myburgh. Marubeni and Carlyle declined to comment. A deal will give the Japanese trading and investment house, which is backed by Warren Buffett’s Berkshire Hathaway, a foothold in Africa’s largest economy where new vehicles sales last month jumped to 54,700 units — the highest in a decade. Companies from Tata to BYD are starting to sell in the nation as demand for cost-efficient cars increases.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.9%).分析記事 • Aug 28Investors Don't See Light At End Of Marubeni Corporation's (TSE:8002) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...分析記事 • Aug 11Concerns Surrounding Marubeni's (TSE:8002) PerformanceTSE:8002 1 Year Share Price vs Fair Value Explore Marubeni's Fair Values from the Community and select yours Marubeni...分析記事 • Aug 08Marubeni's (TSE:8002) Dividend Will Be ¥50.00Marubeni Corporation's ( TSE:8002 ) investors are due to receive a payment of ¥50.00 per share on 2nd of December. This...New Risk • Aug 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 02First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥93.42 (up from JP¥85.50 in 1Q 2025). Revenue: JP¥2.16t (up 5.5% from 1Q 2025). Net income: JP¥154.4b (up 8.3% from 1Q 2025). Profit margin: 7.1% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.分析記事 • Jul 25Marubeni (TSE:8002) Is Due To Pay A Dividend Of ¥50.00The board of Marubeni Corporation ( TSE:8002 ) has announced that it will pay a dividend of ¥50.00 per share on the 2nd...分析記事 • Jul 11Marubeni's (TSE:8002) Dividend Will Be ¥50.00The board of Marubeni Corporation ( TSE:8002 ) has announced that it will pay a dividend of ¥50.00 per share on the 2nd...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 08Marubeni Corporation to Report Q1, 2026 Results on Aug 01, 2025Marubeni Corporation announced that they will report Q1, 2026 results on Aug 01, 2025お知らせ • Jul 02Marubeni Corporation (TSE:8002) acquired an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd.Marubeni Corporation (TSE:8002) acquired an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd. on June 30, 2025. Before acquisition, Marubeni Corporation held 33.3% stake and Zashvin Pty. Ltd. held 66.7% stake in Jellinbah Group Pty Ltd. After completion of transaction, Marubeni Corporation now holds 40% stake and Zashvin Pty. Ltd. now holds 60% stake in Jellinbah Group Pty Ltd. Marubeni Corporation (TSE:8002) completed the acquisition of an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd. on June 30, 2025.Board Change • Jul 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Yuri Okina is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 26Marubeni Corporation (TSE:8002) acquired an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm.Marubeni Corporation (TSE:8002) acquired an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm on June 25, 2025. Marubeni Corporation (TSE:8002) completed the acquisition of an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm on June 25, 2025.分析記事 • Jun 21Is Marubeni (TSE:8002) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Masayuki Omoto was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 08Marubeni Corporation (TSE:8002) agreed to acquire an unknown minority stake in Low Carbon Hydrogen and Ammonia Facility of Exxon Mobil Corporation.Marubeni Corporation (TSE:8002) agreed to acquire an unknown minority stake in Low Carbon Hydrogen and Ammonia Facility of Exxon Mobil Corporation on May 7, 2025. The transaction is contingent on supportive government policy and necessary regulatory permits and is expected to close in 2025.Reported Earnings • May 03Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥303 (up from JP¥280 in FY 2024). Revenue: JP¥7.79t (up 7.4% from FY 2024). Net income: JP¥503.0b (up 6.9% from FY 2024). Profit margin: 6.5% (in line with FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 20, 2025Marubeni Corporation, Annual General Meeting, Jun 20, 2025.お知らせ • Apr 08Marubeni Corporation to Report Fiscal Year 2025 Results on May 02, 2025Marubeni Corporation announced that they will report fiscal year 2025 results on May 02, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,962, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Trade Distributors industry in Japan. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,218 per share.お知らせ • Apr 04Marubeni Corporation (TSE:8002) acquired Os Electronics Co. Ltd.Marubeni Corporation (TSE:8002) acquired Os Electronics Co. Ltd on April 2, 2025. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor to Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Marubeni Corporation (TSE:8002) completed the acquisition of Os Electronics Co. Ltd on April 2, 2025.お知らせ • Mar 26WELLNEO SUGAR Co., Ltd. (TSE:2117) completed the acquisition of Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others for ¥11.3 billion.WELLNEO SUGAR Co., Ltd. (TSE:2117) proposed to acquire Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others for ¥11.3 billion on February 6, 2025. A cash consideration valued at ¥2080 per share will be paid by WELLNEO SUGAR Co., Ltd. As part of consideration, ¥11.3 billion is paid towards common equity of Toyo Sugar Refining Co., Ltd. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board. The expected completion of the transaction is March 25, 2025. EY Strategy and Consulting Co., Ltd. acted as financial advisor for WELLNEO SUGAR Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for WELLNEO SUGAR Co., Ltd. City-Yuwa Partners acted as legal advisor for Toyo Sugar Refining Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Toyo Sugar Refining Co., Ltd. WELLNEO SUGAR Co., Ltd. (TSE:2117) completed the acquisition of Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others on March 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).Buy Or Sell Opportunity • Mar 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.9% to JP¥2,400. The fair value is estimated to be JP¥1,992, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 0.4% per annum over the same time period.Buy Or Sell Opportunity • Feb 25Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥2,460. The fair value is estimated to be JP¥1,936, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.お知らせ • Feb 07Toyo Sugar Refining Co., Ltd. (TSE:2107) agreed to acquire 25.17% stake in Miyakoseito K.K. from Marubeni Corporation (TSE:8002).Toyo Sugar Refining Co., Ltd. (TSE:2107) agreed to acquire 25.17% stake in Miyakoseito K.K. from Marubeni Corporation (TSE:8002) on February 6, 2025. The expected completion of the transaction is February 28, 2025.Reported Earnings • Feb 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥113 (up from JP¥71.56 in 3Q 2024). Revenue: JP¥1.83t (up 9.0% from 3Q 2024). Net income: JP¥187.1b (up 56% from 3Q 2024). Profit margin: 10% (up from 7.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 05Marubeni Corporation (TSE:8002) announces an Equity Buyback for 30,000,000 shares, representing 1.8% for ¥30,000 million.Marubeni Corporation (TSE:8002) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 1.80% of its outstanding share capital (excluding treasury shares), for ¥30,000 million. The purpose of repurchase program is to implement a flexible capital policy and to enhance shareholder returns. The repurchase program is valid till June 30, 2025.Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 30Meico Management Co., Ltd. agreed to acquire Kraft of Asia Paperboard & Packaging co. ltd from Marubeni Corporation (TSE:8002).Meico Management Co., Ltd. agreed to acquire Kraft of Asia Paperboard & Packaging co. ltd from Marubeni Corporation (TSE:8002) on November 29, 2024. For the period ending March 31, 2024, Kraft of Asia Paperboard & Packaging co. ltd reported total revenue of ¥14.6 billion and net loss of ¥22.72 billion. As of March 31, 2024, Kraft of Asia Paperboard & Packaging co. ltd reported total assets of ¥7.63 billion and net liabilities of ¥13.4 billion. The expected completion of the transaction is February 10, 2025.お知らせ • Nov 28Marubeni Corporation Announces Management ChangesThe Board of Directors held on November 27, 2024, Marubeni Corporation resolved the appointment of a new Chairman, and President and CEO, effective as of April 1, 2025. Fumiya Kokubu from Chairman of the Board to Member of the Board, Honorary Corporate Advisor. Masumi Kakinoki from President to Chairman of the Board. Masayuki Omoto from Managing Executive Officer to President. Fumiya Kokubu will resign as Member of the Board at the General Meeting of Shareholders to be held in June 2025. Masayuki Omoto's graduated from Waseda University in 1992 and earned an MBA with Distinction from Harvard Business School in 2004. April 1992 - Joined Marubeni Corporation, April 2006 -Joined McKinsey & Company, October 2007 -Rejoined Marubeni Corporation, April 2014 - Chief Operating Officer, SmartestEnergy Ltd., April 2016 - Deputy General Manager, Corporate Planning & Strategy Dept,; General Manager, Corporate Stratgey & Planning Section., April 2019 -Chief Operating Officer, Next Generation Business Development Div., April 2020 - Executive Officer, Chief Operating Officer, Next Generation Business Development Div., April 2022 - Executive Officer, CDIO; Chief Operating Officer, Next Generation Business Development Div., April 2023 - Executive Officer, CDIO; Chief Operating Officer, Next Generation Business Development Div.; Vice Chairman of Investment and Credit Committee, April 2024 - Managing Executive Officer, CDIO;, Chief Operating Officer, Next Generation Business Development Div.; Vice Chairman of Investment and Credit Committee (Current).Reported Earnings • Nov 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥57.55 (down from JP¥65.31 in 2Q 2024). Revenue: JP¥1.84t (up 6.3% from 2Q 2024). Net income: JP¥95.5b (down 13% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 22Marubeni Corporation to Report Q2, 2025 Results on Nov 01, 2024Marubeni Corporation announced that they will report Q2, 2025 results on Nov 01, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: JP¥85.50 (up from JP¥83.53 in 1Q 2024). Revenue: JP¥2.05t (up 1.6% from 1Q 2024). Net income: JP¥142.6b (flat on 1Q 2024). Profit margin: 7.0% (in line with 1Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Marubeni Corporation (TSE:8002) acquired Gemsa Enterprises, Llc.Marubeni Corporation (TSE:8002) acquired Gemsa Enterprises, Llc on July 31, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of Gemsa Enterprises, Llc on July 31, 2024.お知らせ • Jul 11Marubeni Corporation to Report Q1, 2025 Results on Aug 01, 2024Marubeni Corporation announced that they will report Q1, 2025 results at 12:00 PM, Tokyo Standard Time on Aug 01, 2024Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Lithia Marubeni Mobility Holding, LLC agreed to acquire 27.20% stake in Wheels, Inc. from Apollo Global Management, Inc. (NYSE:APO).Lithia Marubeni Mobility Holding, LLC agreed to acquire 27.20% stake in Wheels, Inc. from Apollo Global Management, Inc. (NYSE:APO) on June 27, 2024.Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥280 (down from JP¥316 in FY 2023). Revenue: JP¥7.25t (down 21% from FY 2023). Net income: JP¥470.5b (down 13% from FY 2023). Profit margin: 6.5% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target increased by 8.0% to JP¥3,056Up from JP¥2,831, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,108. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥297 for next year compared to JP¥280 last year.お知らせ • May 16Marubeni Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Effective June 3, 2024Marubeni Corporation announced that, at the Board of Directors’ Meeting held on May 15, 2024, it was decided that the following dividends will be paid out to shareholders of record onMarch 31, 2024. Year-end dividend per share of common stock of JPY 43.50 for the fiscal year ended March 31, 2024 against dividend pf JPY 40.50 per share a year ago. Total Dividend of JPY 72,839 million; Effective Date is June 3, 2024; Source of funds for dividend: Retained earnings.Reported Earnings • May 04Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥280 (down from JP¥316 in FY 2023). Revenue: JP¥7.25t (down 21% from FY 2023). Net income: JP¥470.5b (down 13% from FY 2023). Profit margin: 6.5% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 03+ 2 more updatesMarubeni Corporation, Annual General Meeting, Jun 21, 2024Marubeni Corporation, Annual General Meeting, Jun 21, 2024.お知らせ • Apr 04+ 1 more updateMarubeni Corporation to Report Fiscal Year 2024 Results on May 02, 2024Marubeni Corporation announced that they will report fiscal year 2024 results on May 02, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).お知らせ • Feb 27Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267).Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024.株主還元8002JP Trade DistributorsJP 市場7D-10.0%-6.7%1.2%1Y89.0%70.0%42.1%株主還元を見る業界別リターン: 8002過去 1 年間で70 % の収益を上げたJP Trade Distributors業界を上回りました。リターン対市場: 8002過去 1 年間で42.1 % の収益を上げたJP市場を上回りました。価格変動Is 8002's price volatile compared to industry and market?8002 volatility8002 Average Weekly Movement6.6%Trade Distributors Industry Average Movement4.6%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 8002 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 8002の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1858n/aMasayuki Omotowww.marubeni.com丸紅株式会社は、工業製品および消費財の仕入れ、流通、販売を行っている。衣料品、履物、家庭用品・スポーツ用品、家庭用品、産業・繊維資材、タイヤ・ゴム資材、介護用品、ウラン・核燃料サイクル・鉄鉱石・原料炭・銅鉱山の操業、アルミニウムの製錬・精製、鉄鋼建設資材の仮設リース、石油・ガスの探鉱・開発・生産、インフラファンドの運営、不動産の開発・管理。また、保険、ICT、物流ソリューション、農業投入資材、肥料散布・作物保護製品契約サービス、作物保護製品製剤、木材チップ・製品、バイオマス燃料、パルプ・古紙、紙・板紙、衛生製品、建築・建設資材、エンジニアリング・調達・建設サービス、運転・保守サービスも提供している。肥料、乳製品、農水産物、砂糖、加工食品、飲料原料、業務用食品原料、穀物、油糧種子、飼料原料、配合飼料、生鮮・加工食肉製品、石油化学製品、プラスチック、塩類、クロールアルカリ・ライフサイエンス製品、電子材料、肥料原料、無機鉱物資源・化学品、製鉄原料、合金鉄、非鉄金属、鉄鋼製品、セメント・地金関連材料、石油・LPGなどを取り扱っている。また、インフラ事業、水事業、自動車金融事業、発電事業、電力サービス・小売事業、天然ガス事業、水素事業、燃料アンモニア事業も行っている。航空宇宙および船舶製品の所有、運営、リース、販売、チャーター、冷凍トレーラー、商用車、貨車のリース、建設・産業機械、モビリティ製品の販売、下取り、リース、ファイナンス、サービスを行っている。丸紅は1858年に設立され、東京に本社を置く。もっと見るMarubeni Corporation 基礎のまとめMarubeni の収益と売上を時価総額と比較するとどうか。8002 基礎統計学時価総額JP¥8.63t収益（TTM）JP¥543.85b売上高(TTM)JP¥8.27t15.9xPER（株価収益率1.0xP/Sレシオ8002 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8002 損益計算書（TTM）収益JP¥8.27t売上原価JP¥7.08t売上総利益JP¥1.18tその他の費用JP¥638.85b収益JP¥543.85b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）332.02グロス・マージン14.31%純利益率6.58%有利子負債／自己資本比率53.4%8002 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.2%現在の配当利回り33%配当性向8002 配当は確実ですか？8002 配当履歴とベンチマークを見る8002 、いつまでに購入すれば配当金を受け取れますか？Marubeni 配当日配当落ち日Mar 30 2026配当支払日Jun 01 2026配当落ちまでの日数55 days配当支払日までの日数8 days8002 配当は確実ですか？8002 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:32終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Marubeni Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Kazuhisa MoriBarclaysTakashi EnomotoBofA Global ResearchChika FukumotoCitigroup Inc25 その他のアナリストを表示
ライブニュース • May 10Marubeni Joins Consortium to Develop eVTOL Vertiport Network in Osaka BaySkyDrive has formed Japan’s first consortium focused on commercial eVTOL vertiport operations, with Marubeni participating as a partner. The consortium aims to support commercialization of the Osakako Vertiport in Osaka Bay as a hub for urban air mobility across the Kansai region. Local governments and multiple companies are joining the initiative to promote eVTOL services and expand urban air mobility infrastructure. For you as an investor, Marubeni’s role in this consortium signals interest in early-stage urban air mobility infrastructure tied to the 2025 Osaka Expo and the broader Kansai area. Participation alongside local governments and corporate partners positions the company in the ecosystem that could be required if eVTOL services reach commercial scale in Japan. This kind of involvement is still at a formative stage, so it is more about optionality and exposure to a new transport segment than about near-term earnings visibility. When assessing Marubeni, you might track how this consortium progresses toward actual commercial operations at Osakako Vertiport, the level of capital commitments that emerge, and any follow-on projects that could indicate how material urban air mobility might become within the company’s broader business portfolio.
分析記事 • May 08Marubeni's (TSE:8002) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Marubeni Corporation ( TSE:8002 ) was underwhelming for investors, despite...
お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 19, 2026Marubeni Corporation, Annual General Meeting, Jun 19, 2026.
Board Change • Apr 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior EVP, CDIO & Representative Director Kenichiro Oikawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 11Marubeni Corporation to Report Fiscal Year 2026 Results on May 01, 2026Marubeni Corporation announced that they will report fiscal year 2026 results at 11:00 AM, Tokyo Standard Time on May 01, 2026
お知らせ • Feb 25Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002).Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002) on February 24, 2026. Upon completion, Konica Minolta, Inc. will own 100% stake in Konica Minolta QOL Solutions, Inc.
ライブニュース • May 10Marubeni Joins Consortium to Develop eVTOL Vertiport Network in Osaka BaySkyDrive has formed Japan’s first consortium focused on commercial eVTOL vertiport operations, with Marubeni participating as a partner. The consortium aims to support commercialization of the Osakako Vertiport in Osaka Bay as a hub for urban air mobility across the Kansai region. Local governments and multiple companies are joining the initiative to promote eVTOL services and expand urban air mobility infrastructure. For you as an investor, Marubeni’s role in this consortium signals interest in early-stage urban air mobility infrastructure tied to the 2025 Osaka Expo and the broader Kansai area. Participation alongside local governments and corporate partners positions the company in the ecosystem that could be required if eVTOL services reach commercial scale in Japan. This kind of involvement is still at a formative stage, so it is more about optionality and exposure to a new transport segment than about near-term earnings visibility. When assessing Marubeni, you might track how this consortium progresses toward actual commercial operations at Osakako Vertiport, the level of capital commitments that emerge, and any follow-on projects that could indicate how material urban air mobility might become within the company’s broader business portfolio.
分析記事 • May 08Marubeni's (TSE:8002) Promising Earnings May Rest On Soft FoundationsLast week's profit announcement from Marubeni Corporation ( TSE:8002 ) was underwhelming for investors, despite...
お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 19, 2026Marubeni Corporation, Annual General Meeting, Jun 19, 2026.
Board Change • Apr 23High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Senior EVP, CDIO & Representative Director Kenichiro Oikawa was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 11Marubeni Corporation to Report Fiscal Year 2026 Results on May 01, 2026Marubeni Corporation announced that they will report fiscal year 2026 results at 11:00 AM, Tokyo Standard Time on May 01, 2026
お知らせ • Feb 25Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002).Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002) on February 24, 2026. Upon completion, Konica Minolta, Inc. will own 100% stake in Konica Minolta QOL Solutions, Inc.
お知らせ • Feb 12Marubeni Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Marubeni Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the period, the company expects profit attributable to owners of parent of JPY 540.0 billion or basic earnings per share of JPY 328.08 compared to previous guidance of profit attributable to owners of parent of JPY 510.0 billion or basic earnings per share of JPY 309.44. This is due to an expected increase in profit from the Chilean copper mining business in Metals & Mineral Resources, as well as upward revisions to the forecasts for Aerospace & Mobility, Finance, Leasing & Real Estate Business and other segments, which offset downward revisions to the forecasts for Energy & Chemicals and Power & Infrastructure Services based on the actual results for the nine-month period ended December 31, 2025.
お知らせ • Feb 11Highwood Harbor acquired Eastern Fish Company from Marubeni Corporation (TSE:8002).Highwood Harbor acquired Eastern Fish Company from Marubeni Corporation (TSE:8002) effective February 11, 2026.
お知らせ • Feb 05Marubeni Corporation Announces Revision of Dividend Forecast for the Fiscal Year Ending March 31, 2026Marubeni Corporation announced that the Company resolved, at the Board of Directors’ Meeting held on February 4, 2026, to revise the dividend forecast for the fiscal year ending March 31, 2026. Revision of the annual dividend forecast: Revised annual dividend forecast to JPY 107.50 per share from the previous forecast of JPY 100.00 per share. Revision of the year-end dividend forecast: Revised year-end dividend forecast to JPY 57.50 per share from the previous forecast JPY 50.00 per share. Reasons for the Revision: the company has adopted a basic policy of paying dividends which states that the Company pays shareholders a stable dividend over the long term while increasing its dividends through its medium- and long-term profit growth. Reflecting the policy, for the period of the GC2027 Mid-Term Management Strategy (from the fiscal year ending March 31, 2026 to the fiscal year ending March 31, 2028), the Company adopts a progressive dividend policy, aiming to increase the annual dividend in response to medium- and long-term profit growth. As a result, the Company has revised the annual dividend forecast per share for the fiscal year ending March 31, 2026 to JPY 107.50 per share from the previous forecast of JPY 100.00 per share in accordance with the aforementioned basic policy. In line with this change, the Company has revised the year-end dividend forecast per share for the fiscal year ending March 31, 2026 to JPY 57.50 per share from the previous forecast (announced on May 2, 2025) of JPY 50.00 per share (interim JPY 50.00 per share; already paid).
お知らせ • Feb 04Marubeni Corporation (TSE:8002) announces an Equity Buyback for 5,000,000 shares, representing 0.3% for ¥15,000 million.Marubeni Corporation (TSE:8002) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 0.30% of its outstanding share capital (excluding treasury shares), for ¥15,000 million. The purpose of repurchase program is to enhance shareholder returns and to improve capital efficiency. The repurchase program is valid till June 30, 2026.
お知らせ • Jan 23+ 3 more updatesMarubeni Corporation Announces Management Changes, Effective April 1, 2026Marubeni Corporation announced the retirement of several Executive Officers, effective April 1, 2026. Jun Horie will retire as Senior Managing Executive Officer, CAO, Senior Operating Officer of the Audit Department, and Senior Operating Officer of the Executive Secretariat, and will assume the role of Honorary Advisor; Koichi Ariizumi will retire as Managing Executive Officer and General Manager of the Legal Department, and will become Senior Corporate Advisor; Koji Kashima will retire as Managing Executive Officer and CHRO, and will be appointed Honorary Advisor; Takashi Fujinaga will retire as Executive Officer and Chief Operating Officer of the IT Solutions Division, and will be appointed Honorary Advisor; and Kanju Horikawa will retire as Executive Officer and Deputy Chief Operating Officer of the Energy & Chemicals Division, and will also assume the role of Honorary Advisor. Effective April 1, 2026, Kenichiro Oikawa will serve as Representative Director, Member of the Board, Senior Executive Vice President, CDIO, and Member of the Corporate Management Committee, Supervisor of IT Solutions Division, Next Generation Business Development Division, and Next Generation Corporate Development Division, Senior Operating Officer, Value Creation Office; Yoshiaki Yokota will serve as Senior Managing Executive Officer, Regional CEO for Europe, Managing Director and CEO of Marubeni Europe plc, and Member of the Corporate Management Committee, Supervisor of Energy & Chemicals Division and Power & Infrastructure Services Division; Kosuke Takechi has been promoted to Senior Managing Executive Officer, Member of the Corporate Management Committee, Supervisor of Lifestyle Division and Food & Agri Business Division; Naoshi Hirose has been promoted to Senior Managing Executive Officer, Regional CEO for the Americas, President and CEO of Marubeni America Corporation; Satoru Ichinokawa will serve as Managing Executive Officer, Member of the Corporate Management Committee, Supervisor of Energy & Chemicals Division and Power & Infrastructure Services Division; Takeshi Mamiya will serve as Managing Executive Officer, CHRO, CAO, Senior Operating Officer, Audit Department, and Senior Operating Officer, Executive Secretariat; Satoru Harada will serve as Managing Executive Officer, Regional CEO for ASEAN, Managing Director of Marubeni ASEAN Pte. Ltd.; Hiromichi Mizuno will serve as Managing Executive Officer, CSO; Taro Kawabe will serve as Managing Executive Officer, Deputy Supervisor of Finance, Leasing & Real Estate Business Division, Regional CEO for Japan; Hideyoshi Iwane will serve as Managing Executive Officer; Hidefumi Oya will serve as Managing Executive Officer, Chief Operating Officer, Food & Agri Business Division. Effective April 1, 2026, Satoru Yokoshiki, previously an Audit & Supervisory Board Member, will become General Manager of the Audit Department and Executive Officer; Susumu Wakamori, formerly Regional CEO for Southwest Asia and Chairman & Managing Director of Marubeni India Pvt. Ltd., has been appointed Executive Officer, Regional CEO for Southwest Chairman & Managing Director, Marubeni India Pvt. Ltd; Shinji Kasai, previously Deputy Regional CEO for ASEAN and President Director of P.T. Marubeni Indonesia has been appointed Executive Officer, General Manager of the Chubu Branch, and Takashi Tsunoda, previously General Manager of the Asset Finance Department has been appointed Executive Officer and Chief Operating Officer of Finance, Leasing & Real Estate Business Division.
分析記事 • Jan 10Earnings Not Telling The Story For Marubeni Corporation (TSE:8002)It's not a stretch to say that Marubeni Corporation's ( TSE:8002 ) price-to-earnings (or "P/E") ratio of 13.3x right...
お知らせ • Jan 08Marubeni Corporation to Report Q3, 2026 Results on Feb 04, 2026Marubeni Corporation announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.
Declared Dividend • Dec 02First half dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 28TAUNS Laboratories,Inc. (TSE:197A) agreed to acquire CLAIRVO TECHNOLOGIES Inc. from Marubeni Corporation (TSE:8002) for ¥76 million.TAUNS Laboratories,Inc. (TSE:197A) agreed to acquire CLAIRVO TECHNOLOGIES Inc. from Marubeni Corporation (TSE:8002) for ¥76 million on November 27, 2025. A cash consideration of ¥76 million will be paid by TAUNS Laboratories,Inc. for 10,000 shares. For the period ending March 31, 2025, CLAIRVO TECHNOLOGIES Inc. reported total revenue of ¥71 million, operating loss of ¥305 million and net loss of ¥228 million. As of March 31, 2025, CLAIRVO TECHNOLOGIES Inc. reported total assets of ¥236 million and net liabilities of ¥398 million. The expected completion of the transaction is in December 2025.
お知らせ • Nov 27Mchale Plant Sales Limited has entered into an agreement to acquire Marubeni-Komatsu Ltd from Marubeni Corporation (TSE:8002).Mchale Plant Sales Limited has entered into an agreement to acquire Marubeni-Komatsu Ltd from Marubeni Corporation (TSE:8002) on November 25, 2025. To support the transition, Komatsu Europe will take a minority shareholding in McHale Plant Sales. McHale Plant Sales will maintain all existing distribution branches. Following completion of the transition is subject to regulatory approval, effective January 2026, the company plans to trade as McHale Komatsu in the UK.
New Risk • Nov 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 07Marubeni Corporation Just Recorded A 37% EPS Beat: Here's What Analysts Are Forecasting NextA week ago, Marubeni Corporation ( TSE:8002 ) came out with a strong set of half-yearly numbers that could potentially...
Reported Earnings • Nov 05Second quarter 2026 earnings: Revenues exceed analyst expectationsSecond quarter 2026 results: Revenue: JP¥2.04t (up 11% from 2Q 2025). Net income: JP¥151.1b (up 58% from 2Q 2025). Profit margin: 7.4% (up from 5.2% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.4%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Japan.
お知らせ • Nov 04+ 1 more updateMarubeni Corporation Announces Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2025, Payable on December 1, 2025Marubeni Corporation announced dividend of JPY 50.00 per share for the second quarter-end of fiscal year ending March 31, 2025 compared to JPY 45.00 per share paid a year ago. Expected date of the beginning of delivery of dividends: December 1, 2025.
お知らせ • Oct 17Marubeni Corporation Reportedly in Talks to Acquire TiAuto InvestmentsMarubeni Corporation (TSE:8002) is in talks to acquire Carlyle-backed TiAuto Investments (TiAuto Investments (Pty) Ltd.), according to people with knowledge of the matter. The deal for the South African retailer of automotive tires and parts may be valued at about ZAR 2.6 billion said the people who asked not to be identified as details of the transaction are private. Old Mutual’s private equity business is also an investor in the operator of Tiger Wheel & Tyre. Old Mutual Private Equity and other shareholders are at a “very advanced stage of engagement with Marubeni to sell TiAuto,” said Old Mutual Private Equity co-head Jacci Myburgh. Marubeni and Carlyle declined to comment. A deal will give the Japanese trading and investment house, which is backed by Warren Buffett’s Berkshire Hathaway, a foothold in Africa’s largest economy where new vehicles sales last month jumped to 54,700 units — the highest in a decade. Companies from Tata to BYD are starting to sell in the nation as demand for cost-efficient cars increases.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.9%).
分析記事 • Aug 28Investors Don't See Light At End Of Marubeni Corporation's (TSE:8002) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider...
分析記事 • Aug 11Concerns Surrounding Marubeni's (TSE:8002) PerformanceTSE:8002 1 Year Share Price vs Fair Value Explore Marubeni's Fair Values from the Community and select yours Marubeni...
分析記事 • Aug 08Marubeni's (TSE:8002) Dividend Will Be ¥50.00Marubeni Corporation's ( TSE:8002 ) investors are due to receive a payment of ¥50.00 per share on 2nd of December. This...
New Risk • Aug 02New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 02First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥93.42 (up from JP¥85.50 in 1Q 2025). Revenue: JP¥2.16t (up 5.5% from 1Q 2025). Net income: JP¥154.4b (up 8.3% from 1Q 2025). Profit margin: 7.1% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.2%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
分析記事 • Jul 25Marubeni (TSE:8002) Is Due To Pay A Dividend Of ¥50.00The board of Marubeni Corporation ( TSE:8002 ) has announced that it will pay a dividend of ¥50.00 per share on the 2nd...
分析記事 • Jul 11Marubeni's (TSE:8002) Dividend Will Be ¥50.00The board of Marubeni Corporation ( TSE:8002 ) has announced that it will pay a dividend of ¥50.00 per share on the 2nd...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 08Marubeni Corporation to Report Q1, 2026 Results on Aug 01, 2025Marubeni Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
お知らせ • Jul 02Marubeni Corporation (TSE:8002) acquired an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd.Marubeni Corporation (TSE:8002) acquired an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd. on June 30, 2025. Before acquisition, Marubeni Corporation held 33.3% stake and Zashvin Pty. Ltd. held 66.7% stake in Jellinbah Group Pty Ltd. After completion of transaction, Marubeni Corporation now holds 40% stake and Zashvin Pty. Ltd. now holds 60% stake in Jellinbah Group Pty Ltd. Marubeni Corporation (TSE:8002) completed the acquisition of an additional 6.7% stake in Jellinbah Group Pty Ltd from Zashvin Pty. Ltd. on June 30, 2025.
Board Change • Jul 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. Independent Outside Director Yuri Okina is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 26Marubeni Corporation (TSE:8002) acquired an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm.Marubeni Corporation (TSE:8002) acquired an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm on June 25, 2025. Marubeni Corporation (TSE:8002) completed the acquisition of an additional 20% stake in Senoko Energy Pte Ltd. from The Kansai Electric Power Company, Incorporated (TSE:9503), Kyushu Electric Power Company, Incorporated (TSE:9508) and Japan Bank for International Cooperation, Investment Arm on June 25, 2025.
分析記事 • Jun 21Is Marubeni (TSE:8002) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • May 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Masayuki Omoto was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 08Marubeni Corporation (TSE:8002) agreed to acquire an unknown minority stake in Low Carbon Hydrogen and Ammonia Facility of Exxon Mobil Corporation.Marubeni Corporation (TSE:8002) agreed to acquire an unknown minority stake in Low Carbon Hydrogen and Ammonia Facility of Exxon Mobil Corporation on May 7, 2025. The transaction is contingent on supportive government policy and necessary regulatory permits and is expected to close in 2025.
Reported Earnings • May 03Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥303 (up from JP¥280 in FY 2024). Revenue: JP¥7.79t (up 7.4% from FY 2024). Net income: JP¥503.0b (up 6.9% from FY 2024). Profit margin: 6.5% (in line with FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 02Marubeni Corporation, Annual General Meeting, Jun 20, 2025Marubeni Corporation, Annual General Meeting, Jun 20, 2025.
お知らせ • Apr 08Marubeni Corporation to Report Fiscal Year 2025 Results on May 02, 2025Marubeni Corporation announced that they will report fiscal year 2025 results on May 02, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥1,962, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Trade Distributors industry in Japan. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,218 per share.
お知らせ • Apr 04Marubeni Corporation (TSE:8002) acquired Os Electronics Co. Ltd.Marubeni Corporation (TSE:8002) acquired Os Electronics Co. Ltd on April 2, 2025. Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. acted as financial advisor to Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Marubeni Corporation (TSE:8002) completed the acquisition of Os Electronics Co. Ltd on April 2, 2025.
お知らせ • Mar 26WELLNEO SUGAR Co., Ltd. (TSE:2117) completed the acquisition of Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others for ¥11.3 billion.WELLNEO SUGAR Co., Ltd. (TSE:2117) proposed to acquire Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others for ¥11.3 billion on February 6, 2025. A cash consideration valued at ¥2080 per share will be paid by WELLNEO SUGAR Co., Ltd. As part of consideration, ¥11.3 billion is paid towards common equity of Toyo Sugar Refining Co., Ltd. The transaction is subject to approval of merger agreement by target board. The deal has been approved by the board. The expected completion of the transaction is March 25, 2025. EY Strategy and Consulting Co., Ltd. acted as financial advisor for WELLNEO SUGAR Co., Ltd. Anderson Mori & Tomotsune LPC acted as legal advisor for WELLNEO SUGAR Co., Ltd. City-Yuwa Partners acted as legal advisor for Toyo Sugar Refining Co., Ltd. SMBC Nikko Securities Inc. acted as financial advisor for Toyo Sugar Refining Co., Ltd. WELLNEO SUGAR Co., Ltd. (TSE:2117) completed the acquisition of Toyo Sugar Refining Co., Ltd. (TSE:2107) from Marubeni Corporation (TSE:8002) and others on March 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 03 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
Buy Or Sell Opportunity • Mar 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 4.9% to JP¥2,400. The fair value is estimated to be JP¥1,992, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 0.4% per annum over the same time period.
Buy Or Sell Opportunity • Feb 25Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to JP¥2,460. The fair value is estimated to be JP¥1,936, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.3% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 0.7% per annum over the same time period.
お知らせ • Feb 07Toyo Sugar Refining Co., Ltd. (TSE:2107) agreed to acquire 25.17% stake in Miyakoseito K.K. from Marubeni Corporation (TSE:8002).Toyo Sugar Refining Co., Ltd. (TSE:2107) agreed to acquire 25.17% stake in Miyakoseito K.K. from Marubeni Corporation (TSE:8002) on February 6, 2025. The expected completion of the transaction is February 28, 2025.
Reported Earnings • Feb 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥113 (up from JP¥71.56 in 3Q 2024). Revenue: JP¥1.83t (up 9.0% from 3Q 2024). Net income: JP¥187.1b (up 56% from 3Q 2024). Profit margin: 10% (up from 7.2% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Trade Distributors industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 05Marubeni Corporation (TSE:8002) announces an Equity Buyback for 30,000,000 shares, representing 1.8% for ¥30,000 million.Marubeni Corporation (TSE:8002) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 1.80% of its outstanding share capital (excluding treasury shares), for ¥30,000 million. The purpose of repurchase program is to implement a flexible capital policy and to enhance shareholder returns. The repurchase program is valid till June 30, 2025.
Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 3rd June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 30Meico Management Co., Ltd. agreed to acquire Kraft of Asia Paperboard & Packaging co. ltd from Marubeni Corporation (TSE:8002).Meico Management Co., Ltd. agreed to acquire Kraft of Asia Paperboard & Packaging co. ltd from Marubeni Corporation (TSE:8002) on November 29, 2024. For the period ending March 31, 2024, Kraft of Asia Paperboard & Packaging co. ltd reported total revenue of ¥14.6 billion and net loss of ¥22.72 billion. As of March 31, 2024, Kraft of Asia Paperboard & Packaging co. ltd reported total assets of ¥7.63 billion and net liabilities of ¥13.4 billion. The expected completion of the transaction is February 10, 2025.
お知らせ • Nov 28Marubeni Corporation Announces Management ChangesThe Board of Directors held on November 27, 2024, Marubeni Corporation resolved the appointment of a new Chairman, and President and CEO, effective as of April 1, 2025. Fumiya Kokubu from Chairman of the Board to Member of the Board, Honorary Corporate Advisor. Masumi Kakinoki from President to Chairman of the Board. Masayuki Omoto from Managing Executive Officer to President. Fumiya Kokubu will resign as Member of the Board at the General Meeting of Shareholders to be held in June 2025. Masayuki Omoto's graduated from Waseda University in 1992 and earned an MBA with Distinction from Harvard Business School in 2004. April 1992 - Joined Marubeni Corporation, April 2006 -Joined McKinsey & Company, October 2007 -Rejoined Marubeni Corporation, April 2014 - Chief Operating Officer, SmartestEnergy Ltd., April 2016 - Deputy General Manager, Corporate Planning & Strategy Dept,; General Manager, Corporate Stratgey & Planning Section., April 2019 -Chief Operating Officer, Next Generation Business Development Div., April 2020 - Executive Officer, Chief Operating Officer, Next Generation Business Development Div., April 2022 - Executive Officer, CDIO; Chief Operating Officer, Next Generation Business Development Div., April 2023 - Executive Officer, CDIO; Chief Operating Officer, Next Generation Business Development Div.; Vice Chairman of Investment and Credit Committee, April 2024 - Managing Executive Officer, CDIO;, Chief Operating Officer, Next Generation Business Development Div.; Vice Chairman of Investment and Credit Committee (Current).
Reported Earnings • Nov 02Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: JP¥57.55 (down from JP¥65.31 in 2Q 2024). Revenue: JP¥1.84t (up 6.3% from 2Q 2024). Net income: JP¥95.5b (down 13% from 2Q 2024). Profit margin: 5.2% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 22Marubeni Corporation to Report Q2, 2025 Results on Nov 01, 2024Marubeni Corporation announced that they will report Q2, 2025 results on Nov 01, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: JP¥85.50 (up from JP¥83.53 in 1Q 2024). Revenue: JP¥2.05t (up 1.6% from 1Q 2024). Net income: JP¥142.6b (flat on 1Q 2024). Profit margin: 7.0% (in line with 1Q 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Marubeni Corporation (TSE:8002) acquired Gemsa Enterprises, Llc.Marubeni Corporation (TSE:8002) acquired Gemsa Enterprises, Llc on July 31, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of Gemsa Enterprises, Llc on July 31, 2024.
お知らせ • Jul 11Marubeni Corporation to Report Q1, 2025 Results on Aug 01, 2024Marubeni Corporation announced that they will report Q1, 2025 results at 12:00 PM, Tokyo Standard Time on Aug 01, 2024
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Lithia Marubeni Mobility Holding, LLC agreed to acquire 27.20% stake in Wheels, Inc. from Apollo Global Management, Inc. (NYSE:APO).Lithia Marubeni Mobility Holding, LLC agreed to acquire 27.20% stake in Wheels, Inc. from Apollo Global Management, Inc. (NYSE:APO) on June 27, 2024.
Reported Earnings • Jun 26Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥280 (down from JP¥316 in FY 2023). Revenue: JP¥7.25t (down 21% from FY 2023). Net income: JP¥470.5b (down 13% from FY 2023). Profit margin: 6.5% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target increased by 8.0% to JP¥3,056Up from JP¥2,831, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,108. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥297 for next year compared to JP¥280 last year.
お知らせ • May 16Marubeni Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Effective June 3, 2024Marubeni Corporation announced that, at the Board of Directors’ Meeting held on May 15, 2024, it was decided that the following dividends will be paid out to shareholders of record onMarch 31, 2024. Year-end dividend per share of common stock of JPY 43.50 for the fiscal year ended March 31, 2024 against dividend pf JPY 40.50 per share a year ago. Total Dividend of JPY 72,839 million; Effective Date is June 3, 2024; Source of funds for dividend: Retained earnings.
Reported Earnings • May 04Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥280 (down from JP¥316 in FY 2023). Revenue: JP¥7.25t (down 21% from FY 2023). Net income: JP¥470.5b (down 13% from FY 2023). Profit margin: 6.5% (up from 5.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 9.3%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, while revenues in the Trade Distributors industry in Japan are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 03+ 2 more updatesMarubeni Corporation, Annual General Meeting, Jun 21, 2024Marubeni Corporation, Annual General Meeting, Jun 21, 2024.
お知らせ • Apr 04+ 1 more updateMarubeni Corporation to Report Fiscal Year 2024 Results on May 02, 2024Marubeni Corporation announced that they will report fiscal year 2024 results on May 02, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥41.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
お知らせ • Feb 27Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267).Marubeni Corporation (TSE:8002) acquired additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024. Marubeni Corporation (TSE:8002) completed the acquisition of additional minority stake in Aeon Co., Ltd. (TSE:8267) on February 26, 2024.
