How Investors May Respond To Sojitz (TSE:2768) Expanding Into Landfill Renewable Natural Gas With FIDEM
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On 1 April 2026, FIDEM Energy LLC announced a partnership with Sojitz Corporation to accelerate landfill-based renewable natural gas projects across the U.S. and Canada.
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This collaboration combines Sojitz’s commercialization reach with FIDEM’s technical landfill expertise, potentially deepening Sojitz’s exposure to renewable fuels and waste-to-energy infrastructure.
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Next, we’ll examine how Sojitz’s entry into U.S. landfill-based renewable natural gas projects could influence its broader investment narrative.
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To own Sojitz, you need to believe its diversified trading model can keep compounding earnings while it gradually tilts toward higher value, less cyclical businesses. The FIDEM partnership modestly supports this shift by adding exposure to renewable natural gas, but the near term story still hinges on how Sojitz manages commodity driven earnings volatility and rising SG&A from new investments, alongside upcoming FY2026 results due in May.
Among recent developments, the December 2024 agreement to invest up to US$490,000,000 in the Kami iron ore project with Champion Iron and Nippon Steel stands out. Together with the FIDEM tie up, it highlights how Sojitz is layering long dated resources exposure with cleaner energy projects, which could matter for both its earnings mix and how much balance sheet flexibility it retains if cash outflows stay elevated.
Yet, for all this progress, investors should also be aware that…
Read the full narrative on Sojitz (it’s free!)
Sojitz’s narrative projects ¥2,972.6 billion revenue and ¥131.6 billion earnings by 2029. This requires 4.4% yearly revenue growth and about a ¥16.7 billion earnings increase from ¥114.9 billion today.
Uncover how Sojitz’s forecasts yield a ¥6664 fair value, a 5% upside to its current price.
Some of the most optimistic analysts were already assuming revenue of about ¥3,188,900,000,000 and earnings near ¥149,300,000,000 by 2029, so this new landfill RNG push could either reinforce that upbeat view or highlight how dependent it still is on successful integration and returns from big new projects.
Explore 2 other fair value estimates on Sojitz – why the stock might be worth as much as ¥6664!
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