Message from the President & COO

I appreciate your continued support of ITOCHU Corporation across all our operations.

On May 1, ITOCHU announced its results for the fiscal year ended March 31, 2026 (FY2025) and the FY2026 management plan. In FY2025, the outlook of the economic environment remained uncertain due in part to changing U.S. trade policies, rising global inflation, and fluctuating energy prices caused by rising geopolitical risks. Despite this challenging situation, we accurately identified market changes and steadily accumulated profit. We were able to achieve ¥900.3 billion in consolidated net profit—an all-time high for the second consecutive year—and to hold firm to our commitment-based management.

In FY2026, existing supply chains are not functioning to their full potential, and we recognize that this tumultuous era will persist, bringing about an upheaval in global logistics and procurement networks. Due to the marked nature of this era, we are returning to our merchant origins, putting our “frontline focus” and “market-oriented perspective” at the core of our management, and precisely identifying changes in the needs of customers and business partners then responding accordingly. Through these efforts, we intend to remain a top choice. Under our management policy “The Brand-new Deal: Profit Opportunities Are Shifting Downstream,” we will continue pursuing sustainable growth and corporate value enhancement by further expanding profit opportunities and proactively promoting new investments.

Going forward in line with our “Sampo-yoshi” spirit, we will continue working hard to create new value with all our stakeholders as a merchant rooted in the front lines.

I would like to offer my heart-felt thanks for your continued support and guidance.

Keita Ishii
President & COO
May 1, 2026