Overview
- Marubeni posted a 7% increase in net profit for the fiscal year ending March 2025, reaching 503 billion yen, surpassing analyst expectations.
- The company forecasts a net profit of 510 billion yen for the next fiscal year, including a 30 billion yen buffer to mitigate potential U.S. tariff impacts.
- CEO Masayuki Omoto stated that significant and immediate effects from U.S. tariffs are not anticipated, despite ongoing trade negotiations between Tokyo and Washington.
- Marubeni plans substantial capital allocation with 570 billion yen earmarked for growth investments and 210 billion yen for shareholder returns, including a 70 billion yen share buyback program.
- Berkshire Hathaway, led by Warren Buffett, continues to increase its stakes in Marubeni and other Japanese trading houses, underscoring investor confidence in their strategies.