【総合商社の枠を超える──丸紅『GC2027』の全貌】丸紅 代表取締役 専務執行役員 CFO 古谷 孝之氏『攻めのIR』× 井上哲男／次の成長軸はどこか？非資源8割の真実／なぜコロナ後も成長できたのか

Nikkei CNBC "Proactive IR Vol. 296 Marubeni Corporation" (Sponsored by SBI Securities) Marubeni Corporation is a major general trading company with a business portfolio that is highly resistant to resource price fluctuations, with a high proportion of profits coming from non-resource sectors. Mr. Furuya will discuss the company's portfolio characteristics, shareholder returns, progress in its strategic platform business, and its medium-term management strategy, GC2027. For more details, please visit: https://www.nikkei-cnbc.co.jp/program... [Cast] Stock Code: 8002 Marubeni Corporation Representative Director, Senior Managing Executive Officer, and CFO: Takayuki Furuya Business: A general trading company engaged in business development, investment, and trading in a wide range of fields, including lifestyle, food, resources, electricity, and infrastructure. https://www.marubeni.com/jp/ [Chapters] 00:00 [Opening Ceremony] Guest Introduction and History 02:03 [Corporate Motto] Fairness, Innovation, and Harmony 03:06 [Business] Approximately 70% of profits come from non-resource fields. A stable business portfolio that is less susceptible to resource price fluctuations, higher than that of competitors. 04:37 [Performance] Net profit of ¥432.3 billion, 85% progress, and on track. 05:18 [Full-Year Forecast] Net profit revised upward to ¥540 billion Actual net profit and core operating cash flow also revised upward 06:02 What factors led to the upward revision in the resources sector? 07:21 [Shareholder Returns] Expected total return ratio for FY2025 is approximately 43% 08:46 [Strategic Platform Business] ・Achieved an average annual growth rate of 11% in core operating cash flow over five years 11:05 [Agricultural Supplies Sales Business] Helena, Inc., a U.S. agricultural supplies distributor specializing in pesticides and fertilizers ・Having a cullable land area approximately four times the size of Japan's land area, it enjoys a leading market share 13:45 [North American Mobility Business] Developing Nowlake, a used car financing company, as a core business ・Covers the entire automotive value chain, from vehicle sales to disposal 15:23 [Power Wholesale and Retail Business] Strengthening business and revenue base through the handling of renewable energy ・UK SEL, a renewable energy wholesale and retail business established from scratch in 2001 17:03 Apart from the businesses you've discussed so far, what other businesses would you like to pursue in the future? 18:50 The GC2027 Medium-Term Management Strategy sets out the following: Consolidated net profit of over ¥620 billion, total payout ratio of approximately 40%, continued progressive dividends, ROE of 15% 19:47 [Advancement of target for achieving ¥10 trillion market capitalization] We have currently achieved ¥10 trillion. We had previously announced an accelerated target of the end of fiscal year 2027. 21:02 [Three Growth Drivers] "Refine and expand existing businesses," "Capital allocation and investment strategy for growth," and "Pursue a Global Crossvalue Platform." 21:54 [Implementing the Three Growth Drivers] Strategic capital allocation is the foundation of the GC2027 growth strategy and is positioned as our top priority. 23:39 [Global Crossvalue Platform] Pursuing a value-creating company that transcends the framework of a general trading company. 25:26 [Message to individual investors] We will value Marubeni's unique identity and focus management resources on our strengths and winning strategies. We aim to become a value-creating company that transcends the framework of a general trading company. 26:04 Closing remarks Investing can be more flexible. Zero Revolution: Physical and credit. 0 Yen Domestic Stock Trading Commission ・SBI Securities https://search.sbisec.co.jp/v2/popwin... [Tags] #NikkeiCNBC #AggressiveIR #SBISecurities #Marubeni #MarubeniCorporation #StockCode8002 #GeneralTradingCompany #TradingCompanyStock #ShareholderReturns #Total Payout Ratio #Progressive Dividend #Mid-Term Management Strategy #GC2027 #ROE #¥10 Trillion Market Cap #StrategicPlatform #GlobalcrossvaluePlatform #Agricultural Materials #North American Mobility #Renewable Energy #Japanese Stocks #Stock Investment #Investment Information