日本海事新聞ニュース Japan Maritime Daily Feb 02, 2026 (Mon)

MOL Raises Full-Year Recurring Profit Forecast 18% to 180 Billion Yen as PCC, Crude Tankers, and Offshore Gains Offset Container Slump

　MOL announced on January 30 that its consolidated ordinary profit for the fiscal year ending March ・・・ 続きはログインして下さいnext %E3%80%80%3Cb%3EMOL%3C%2Fb%3E+announced+on+January+30+that+its+consolidated+ordinary+profit+for+the+fiscal+year+ending+March+2026+is+expected+to+be+180+billion+yen%2C+up+28+billion+yen+from+its+previous+forecast+announced+last+November.+That+would+be+a+57%25+decrease+from+the+previous+period.+In+addition+to+solid+cargo+movements+in+its+automobile+transportation+business%2C+operating+costs+came+in+below+expectations+as+trade+patterns+were+maintained+due+to+the+postponement+of+U.S.+trade+policy+measures.+In+the+energy+business%2C+profits+are+being+boosted+by+rising+crude+oil+tanker+market+conditions+and+strong+earnings+at+MODEC+in+the+offshore+sector.+%3Cbr%3E%E3%80%80Other+than+ordinary+profit%2C+the+company%E2%80%99s+full-year+consolidated+results+forecast+projects+net+sales+up+3%25+from+the+previous+period+to+1.83+trillion+yen%2C+operating+profit+down+17%25+to+125+billion+yen%2C+and+net+profit+down+53%25+to+200+billion+yen.+The+sale+of+strategic+shareholdings+will+also+boost+net+profit.+%3Cbr%3E%E3%80%80It+has+not+changed+its+planned+annual+dividend+of+200+yen+%28360+yen+in+the+previous+period%29.+The+foreign-exchange+assumption+for+the+remainder+of+this+period+is+150+yen+per+U.S.+dollar%2C+and+it+assumes+that+detours+around+the+Red+Sea+will+continue+through+the+end+of+the+fiscal+year.+%3Cbr%3E%E3%80%80%E2%96%A0+Containership+segment+forecast+remains+unchanged+%3Cbr%3E%E3%80%80For+the+earnings+forecast+by+segment%2C+the+company+revised+upward+its+previous+ordinary+profit+forecast+for+the+product+transportation+business%2C+including+containerships%2C+by+9+billion+yen+to+97+billion+yen+%28down+68%25+from+the+previous+period%29.+%3Cbr%3E%E3%80%80Of+this%2C+it+kept+its+ordinary+profit+forecast+for+containerships+unchanged+at+25+billion+yen+%28down+89%25%29.+While+there+is+downward+pressure+on+freight+rates+due+to+increased+supply+of+newbuilds%2C+it+expects+a+moderate+rise+in+cargo+volumes+and+freight+rates+between+January+and+March.+%3Cbr%3E%E3%80%80Meanwhile%2C+in+the+car+transportation+business%2C+the+postponement+of+U.S.+trade+policy+eliminated+the+need+to+change+trade+patterns%2C+reducing+operating+costs.+For+the+full+year%2C+the+company+expects+the+number+of+automobiles+transported+to+fall+by+1%25+from+the+previous+period+to+2.89+million+units.+%3Cbr%3E%E3%80%80The+logistics+business+fell+short+due+to+slower+cargo+movements+caused+by+the+impact+of+U.S.+tariff+policy.+The+LBC+tank+terminal+business+will+incur+one-time+costs+related+to+an+acquisition%2C+as+well+as+goodwill+amortization.+%3Cbr%3E%E3%80%80The+energy+business+forecast+was+revised+upward+by+9+billion+yen+to+74+billion+yen+%28down+28%25%29.+In+addition+to+improved+revenue+from+crude+oil+tankers+without+specific+contracts%2C+the+company+will+benefit+from+high+utilization+rates+of+FPSO+%28Floating+Production%2C+Storage+%26+Offloading+system%29+in+its+offshore+business+and+strong+performance+at+its+equity-method+affiliate+MODEC.+%3Cbr%3E%E3%80%80For+LNG+%28liquefied+natural+gas%29+and+ethane+carriers%2C+off-hire+%28suspension+of+charter+contracts%29+will+occur+in+some+projects+and+impairment+losses+will+arise+due+to+the+expiration+of+long-term+contracts%2C+but+existing+long-term+contracts+will+continue+to+contribute+steadily+to+profits.+%3Cbr%3E%E3%80%80%E2%96%A0+Gearbulk+contribution+%3Cbr%3E%E3%80%80The+dry+bulk+business+was+also+revised+upward+to+4+billion+yen+%28down+74%25%29%2C+an+increase+of+3+billion+yen+from+the+previous+forecast.+A+firm+Capesize+market%2C+the+recovery+in+pulp+cargo+volumes+on+the+Brazil-U.S.+route+in+the+open-hatch+vessel+business+of+consolidated+subsidiary+Gearbulk%2C+and+the+capture+of+project+cargo+will+contribute.+%3Cbr%3E%E3%80%80The+Well-Being+Life+business+forecast+was+revised+downward+to+a+loss+of+3+billion+yen%2C+down+1+billion+yen+from+the+previous+forecast+%28compared+with+a+profit+of+8.1+billion+yen+in+the+previous+period%29.+Of+these%2C+real+estate+is+solid+with+ordinary+profit+of+6+billion+yen+%28up+1+billion+yen+from+the+previous+forecast%29%2C+but+the+impact+of+a+period+of+cruise+ship+idling+is+weighing+on+results.+%3Cbr%3E%E3%80%80For+ferries+and+coastal+RoRo+vessels%2C+cargo+revenue+in+the+logistics+business+is+expected+to+decline%2C+while+the+passenger+business+is+projected+to+see+higher+revenue.+%3Cbr%3E%E3%80%80In+the+consolidated+results+for+the+April-December+period+of+2025+announced+the+same+day%2C+net+sales+rose+by+2%25+from+the+same+period+of+the+previous+year+to+1%2C345.4+billion+yen%2C+operating+profit+fell+by+16%25+to+102.7+billion+yen%2C+ordinary+profit+fell+by+57%25+to+161.4+billion+yen%2C+and+net+profit+fell+by+51%25+to+180.5+billion+yen.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

商船三井、通期経常1800億円。上方修正、自動車・原油・海洋 寄与

2026/02/02(月)

日本海事新聞 JMD

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