LY Corporation (YAHOY) Q2 2026 Earnings Call Transcript

LY Corporation (YAHOY) Q2 2026 Earnings Call November 5, 2026 3:00 AM EST Takeshi Idezawa - President, CEO & Representative DirectorRyosuke Sakaue - Executive Corporate Officer, CFO & DirectorMakoto Hide - Senior Executive Officer, COO & Commerce Domain LeadYuki Ikehata - Executive Corporate Officer & Corporate Business Domain Lead Hiroko Sato - Jefferies LLC, Research DivisionJunko Yamamura - JPMorgan Chase & Co, Research DivisionEiji Maeda - SMBC Nikko Securities Inc., Research DivisionRyohei Harahata - Nomura Securities Co.
Ltd., Research DivisionAkitomo Kishimoto - Mizuho Securities Co., Ltd., Research DivisionYusuke Okumura - Okasan Securities Co., Ltd., Research DivisionYoshitaka Nagao - BofA Securities, Research DivisionShingo Kumazawa - Daiwa Securities Co.
Ltd., Research Division We will now begin LY Corporation's FY 2026 Q2 Earnings Briefings.
For this briefing, we will use the materials posted on LY Corporation's website, the earnings presentation.
Joining us today from LY Corporation are the following executives: President and Representative Director, CEO, Takeshi Idezawa; Director and CFO, Ryosuke Sakaue; senior Executive Officer, COO and Commerce Domain Lead, Makoto Hide, Senior Executive Officer and Media and Search Domain Lead, Hiroshi Kataoka; Senior Executive Officer and Corporate Business Domain Lead, Yuki Ikehata.
These five executives are joining us today.
First, Idezawa will present our FY 2026, second quarter results.
The entire briefing is expected to last about 1 hour.
And this briefing is also being live streamed.
Takeshi IdezawaPresident, CEO & Representative Director This is Idezawa.
Thank you very much for taking the time out of your busy schedule to join us at this financial results briefing of Q2.
First of all, starting with the earnings highlights.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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