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What Is IFRS? Fundamentals of International Financial Reporting Standards

A comprehensive guide to understanding the global accounting framework used by 140+ countries

About 10 min

Intermediate
What you'll learn

Understand IFRS core principles: principles-based and fair value

Grasp the IFRS financial statement framework

Know the overview of key IFRS standards (IFRS 15, 16, 9, etc.)

Learn key points for reading IFRS-adopter filings

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1. Overview of IFRS

1. Overview of IFRS

IFRS (International Financial Reporting Standards) is a set of accounting standards developed by the IASB (International Accounting Standards Board), a body under the IFRS Foundation. Adopted in over 140 countries worldwide, IFRS serves as the common language for global financial reporting.

  • Governed by the IFRS Foundation (headquartered in London), with standards set by the IASB
  • Became widely adopted after the EU mandated IFRS for listed companies in 2005
  • Japan permitted voluntary adoption in 2010; approximately 250 companies currently apply IFRS
  • Japanese listed companies may choose from J-GAAP, IFRS, US-GAAP, or JMIS (Japan's Modified International Standards)
  • By market capitalization, roughly 50% of the Japanese market consists of IFRS-adopting companies
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2. Core Principles of IFRS

2. Core Principles of IFRS

Principles-based Approach

Rather than prescribing detailed rules, IFRS establishes broad principles and relies on professional judgment. This contrasts with the rules-based approach of US-GAAP and traditional J-GAAP.

Fair Value Measurement

IFRS emphasizes measuring assets and liabilities at fair value (market price) rather than historical cost. This has significant impact on investment properties and financial instruments.

Comprehensive Income

In addition to net income, IFRS requires disclosure of Other Comprehensive Income (OCI) and total comprehensive income as key performance indicators.

Substance over Form

Accounting treatment is based on the economic substance of transactions rather than their legal form. Lease accounting under IFRS 16 is a prime example of this principle.

IFRS is principles-based. Understanding the reasoning matters more than memorizing rules.
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3. Key Financial Statements Under IFRS

3. Key Financial Statements Under IFRS

IFRS uses different terminology for financial statements compared to J-GAAP. Below is a comparison of the primary financial statements.

Statement of Financial Position
J-GAAP Equivalent

Balance Sheet (B/S)

Key Content

Reports assets, liabilities, and equity

Statement of Comprehensive Income
J-GAAP Equivalent

Income Statement (P/L) + Comprehensive Income

Key Content

Reports profit/loss and OCI (combined or separate)

Statement of Cash Flows
J-GAAP Equivalent

Cash Flow Statement

Key Content

Operating, investing, and financing cash flows (direct/indirect method)

Statement of Changes in Equity
J-GAAP Equivalent

Statement of Changes in Shareholders' Equity

Key Content

Reports changes in equity and non-controlling interests

Notes
J-GAAP Equivalent

Notes to Financial Statements

Key Content

Detailed disclosures on policies, estimates, and risk information

IFRS StatementJ-GAAP EquivalentKey Content
Statement of Financial PositionBalance Sheet (B/S)Reports assets, liabilities, and equity
Statement of Comprehensive IncomeIncome Statement (P/L) + Comprehensive IncomeReports profit/loss and OCI (combined or separate)
Statement of Cash FlowsCash Flow StatementOperating, investing, and financing cash flows (direct/indirect method)
Statement of Changes in EquityStatement of Changes in Shareholders' EquityReports changes in equity and non-controlling interests
NotesNotes to Financial StatementsDetailed disclosures on policies, estimates, and risk information
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4. Key IFRS Standards

4. Key IFRS Standards

Revenue is recognized using a 5-step model: identify contracts → identify performance obligations → determine transaction price → allocate price → recognize revenue.

Significantly affects companies providing complex services, particularly in software, construction, and telecommunications industries.

Lessees must recognize virtually all leases on the balance sheet (as right-of-use assets and lease liabilities). The distinction between operating and finance leases is effectively eliminated for lessees.

Major impact on companies with large lease portfolios, such as retailers and airlines.

Goodwill is not amortized; instead, it is subject to annual impairment testing. Under J-GAAP, goodwill is amortized over a maximum of 20 years.

Companies that have made large acquisitions face significant impairment risk on goodwill, making this a critical analytical point.

Financial assets are classified based on business model and cash flow characteristics. Impairment is recognized using the Expected Credit Loss (ECL) model.

Significantly changes how banks and insurance companies calculate loan loss provisions.

IFRS 16 (Leases) creates the most noticeable differences from J-GAAP. Pay attention when comparing.
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5. Japanese Companies Applying IFRS

5. Japanese Companies Applying IFRS

Since Japan permitted voluntary IFRS adoption in 2010, major corporations have progressively made the transition. Below are notable examples of IFRS-adopting Japanese companies.

SoftBank Group (9984) — Adopted in 2014 to enhance transparency of global investment operations
Hitachi, Ltd. (6501) — Adopted in 2014 to improve group-wide financial visibility
Takeda Pharmaceutical (4502) — Adopted in 2014 to support international M&A expansion
Sony Group (6758) — Transitioned from US-GAAP to IFRS in 2021
Toyota Motor (7203) — Applies US-GAAP (not IFRS, but an important comparison reference)
Mitsubishi Corporation (8058) — Adopted in 2014 as the first Japanese trading company to adopt IFRS
Recruit Holdings (6098) — Adopted in 2018 to integrate global HR business operations
Panasonic Holdings (6752) — Adopted in 2017 as part of business portfolio transformation
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6. Tips for Investors Reading IFRS Reports

6. Tips for Investors Reading IFRS Reports

  1. Operating profit is not standardized under IFRS — check each company's definition. Watch for proprietary metrics like 'business profit' or 'core operating income.'
  2. Since goodwill is not amortized, reported profits may appear larger than under J-GAAP. However, impairment testing can result in sudden large write-downs.
  3. Other Comprehensive Income (OCI) includes foreign currency translation differences and FVTOCI financial asset movements, which may signal future P/L impacts.
  4. On-balance-sheet lease liabilities increase reported interest-bearing debt, so interpret D/E ratios with caution.
  5. Segment information uses the management approach, making it easier to understand how management views the business structure.