Itochu Deploys ¥1.5T Growth Budget to Boost IT Services Revenue

Key Facts

1ITOCHU is executing a ¥1.5T FY26 growth budget, with over 25% already deployed in the first quarter.

2A 38% stake in a Dentsu Group subsidiary is expected to drive ¥50B in incremental annual IT revenues over five years.

ITOCHU Corporation is executing a 1.5 trillion yen growth budget for the 2026 fiscal year, with over 25% of the capital already deployed in the first quarter. Seeking Alpha reported that the company aims to sustain a mid-teens Return on Equity (ROE) by directing these investments toward strategic assets and digital transformation sectors.

The company expects its 38% stake in a Dentsu Group subsidiary to drive 50 billion yen in incremental annual IT revenues over a five-year period. In equity markets, ITOCY closed at $13.79 on October 1, 2026, while Dentsu Group's 4324.T closed at 3,564 yen on the same date.