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日本海事新聞ニュース Japan Maritime Daily Aug 10, 2026 (Mon)

MOL Reports Flat Q1 Profit at ¥52.1bn as Bulk and Tanker Gains Offset Auto and Container Costs

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　MOL announced on August 7 that its ordinary profit for the April-June quarter of 2026 was 52.1 bill ・・・続きはログインして下さいnext %E3%80%80%3Cb%3EMOL%3C%2Fb%3E+announced+on+August+7+that+its+ordinary+profit+for+the+April-June+quarter+of+2026+was+52.1+billion+yen%2C+in+line+with+the+same+period+last+year.+Dry+bulk+and+tanker+markets+were+strong%2C+but+container+ships+and+PCTCs+were+affected+by+higher+fuel+costs+and+softer+market+conditions%2C+while+the+energy+business+saw+the+loss+of+one-off+profits.+Net+sales+was+730.9+billion+yen+%28432.7+billion+yen+in+the+same+period+last+year%29%2C+operating+profit+was+38.5+billion+yen+%2837+billion+yen%29%2C+and+net+profit+was+61+billion+yen+%2852.8+billion+yen%29.+%3Cbr%3E+%3Cbr%3E%E3%80%80From+FY2026%2C+%3Cb%3EMOL%3C%2Fb%3E+has+changed+the+fiscal+year-end+of+its+consolidated+subsidiaries+to+the+end+of+March+and+has+included+the+January-June+results+of+some+subsidiaries+in+its+April-June+results.+This+had+the+effect+of+boosting+net+sales+by+just+over+200+billion+yen+and+pretax+profit+by+about+4+billion+yen.+%3Cbr%3E%E3%80%80With+the+announcement+by+%3Cb%3EMOL%3C%2Fb%3E%2C+the+financial+results+of+the+Japanese+3+big+carriers+for+the+April-June+quarter+of+2026+are+now+complete+%28see+table%29.+Ordinary+profit+for+the+April-June+quarter+rose+by+27%25+at+NYK+and+11%25+at+%E2%80%9CK%E2%80%9DLine%2C+with+profit+increases+standing+out+amid+strong+dry+bulk+and+energy+market+conditions.+The+three+companies+also+raised+their+full-year+forecasts+from+their+previous+announcements%2C+following+such+developments+as+an+upward+revision+to+the+full-year+earnings+forecast+of+liner+business+consolidated+company+Ocean+Network+Express+%28ONE%29.+%3Cbr%3E%E3%80%80At+an+online+press+conference+the+same+day%2C+Executive+Vice+President+and+CFO+%28Chief+Financial+Officer%29+Kazuya+Hamazaki+said+of+the+impact+of+the+Strait+of+Hormuz+blockade%3A+%E2%80%9CThe+impact+estimated+as+of+April+was+about+24+billion+yen+%28negative%29.+We+thought+that+container+ships%2C+chemical+tankers%2C+and+PCTCs+would+be+mainly+affected%2C+but+in+the+end%2C+freight+rates+for+container+ships+and+chemical+tankers+rose+more+than+initially+expected.%E2%80%9C+Alternative+trades+increased+tonne-miles%2C+while+expanded+slow+steaming+due+to+soaring+fuel+prices+tightened+vessel+supply+and+demand.+Overall%2C+there+were+many+positive+effects+for+shipping%2C+and+the+negative+impact+of+the+blockade+was+limited+to+PCTCs.+%3Cbr%3E%E3%80%80Ordinary+profit+by+major+segment+was+10.7+billion+yen+in+the+dry+bulk+business%2C+up+14.1+billion+yen+from+the+same+period+last+year.+Due+to+strong+transportation+of+iron+ore+from+Western+Australia+and+Brazil+and+bauxite+from+West+Africa%2C+Capesize+vessels+made+a+contribution.+%3Cbr%3E%E3%80%80Ordinary+profit+in+the+energy+business+fell+by+6.9+billion+yen+to+15+billion+yen.+Profit+decreased+due+to+the+loss+of+one-time+gains%2C+despite+increased+tonne-miles+resulting+from+alternative+procurement+following+reduced+cargo+volumes+from+the+Middle+East%2C+and+stable+earnings+contributions+from+LNG+carriers%2C+ethane+carriers%2C+and+gas+infrastructure+businesses.+%3Cbr%3E%E3%80%80The+chemical+logistics+business+increased+by+1.3+billion+yen+to+8.4+billion+yen.+Increased+tonne-miles+for+chemical+tankers+and+higher+utilization+rates+at+tank+terminals+contributed+to+the+increase.+The+product+transportation+business+decreased+by+23.7+billion+yen+to+7+billion+yen.+Higher+fuel+consumption+by+container+ships%2C+constraints+on+Middle+East+routes+for+PCTCs%2C+and+lower+vessel+deployment+efficiency+had+a+negative+impact.+The+well-being+life+business+increased+by+1.3+billion+yen+to+1.9+billion+yen.+The+real+estate+segment+contributed+through+the+completion+of+newly+acquired+properties.+%3Cbr%3E%E3%80%80%E2%96%A0+Exchange+rate+for+the+second+half%3A+JPY+155+per+USD+%3Cbr%3E%E3%80%80The+company+raised+its+interim+and+full-year+earnings+forecasts+on+August+3.+The+revised+full-year+earnings+forecast+calls+for+net+sales+of+2.23+trillion+yen%2C+operating+profit+of+135+billion+yen%2C+ordinary+profit+of+225+billion+yen%2C+and+net+profit+of+240+billion+yen.+The+company+revised+its+second-half+foreign+exchange+rate+assumption+from+150+yen+per+dollar%2C+announced+at+the+end+of+April%2C+to+155+yen+per+dollar.+%3Cbr%3E%E3%80%80The+full-year+forecast+assumes+that+navigation+around+the+Strait+of+Hormuz+will+gradually+become+possible+from+October+and+normalize+in+January+2027.+%3Cbr%3E%E3%80%80By+major+segment%2C+pretax+profit+in+the+dry+bulk+business+is+expected+to+increase+by+14+billion+yen+from+the+previous+forecast+to+25+billion+yen%2C+as+Capesize+vessels+with+increased+market+exposure+are+expected+to+benefit+from+favorable+market+conditions.+Pretax+profit+in+the+energy+business+is+expected+to+increase+by+15+billion+yen+from+the+previous+forecast+to+55+billion+yen%2C+due+to+increased+alternative+procurement+following+a+decline+in+Middle+East+cargoes+and+higher+gains+on+vessel+sales+by+equity-method+affiliates+operating+LNG+%28liquefied+natural+gas%29+carriers.+%3Cbr%3E%E3%80%80Pretax+profit+in+the+chemical+logistics+business+is+expected+to+increase+by+13+billion+yen+from+the+previous+forecast+to+21+billion+yen.+This+is+supported+by+factors+including+higher+market+rates+for+routes+originating+in+the+United+States+due+to+the+worsening+situation+in+the+Middle+East.+Pretax+profit+in+the+product+transportation+business+is+expected+to+increase+by+26+billion+yen+from+the+previous+forecast+to+108+billion+yen%2C+reflecting+strong+demand+for+container+ships.+Pretax+profit+in+the+well-being+life+business+is+expected+to+decline+by+1+billion+yen+to+3+billion+yen+due+to+delays+in+the+recovery+of+passenger+demand+for+cruise+ships.+%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