KANTSU HD CO., LTD. (9326) Stock Price

Market cap
¥5B
P/E ratio
18.7x
Sekitsū provides e-commerce logistics services including warehousing and order management, plus proprietary warehouse management software for retailers.

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Business Overview

Sekitsū operates primarily in two business segments: logistics services and IT automation. In logistics services, the company provides EC and mail-order logistics support services to e-commerce and mail-order retailers. These services include warehousing, inventory management, and order fulfillment operations handled at distribution centers. The company leverages expertise developed since the early 2000s during the dawn of internet commerce.

As part of its logistics services, Sekitsū also offers order management outsourcing services. This includes order confirmation, email response, payment verification, and shipment instruction data creation for e-commerce operations. Additionally, the company provides logistics consulting services aimed at improving productivity through warehouse operations optimization.

In the IT automation segment, Sekitsū provides two proprietary systems: "Cloud Thomas," a warehouse management system, and "Annie," a checklist management system. Cloud Thomas is software that streamlines inventory management and warehouse operations, while Annie manages work procedures in checklist format. Both systems support standardization and efficiency improvements in logistics operations.

The company also operates other business lines including foreign technical trainee education services and welfare and education services. The foreign technical trainee education service provides on-site training curricula for trainees from Myanmar, developing personnel ready to contribute immediately in Japan. The welfare and education services include after-school day services for children with developmental disabilities and corporate-sponsored childcare operations.

Management Policy

Sekitsuu is pursuing a growth strategy centered on logistics services. Specifically, the company has adopted a "focused strategy" that leverages human, physical, and information resources to improve logistics services. Through this strategy, the company aims to expand its logistics service market, commercialize know-how gained from improvement activities as new services, and enhance customer satisfaction.

To achieve sustainable growth, Sekitsuu is expanding its logistics service market and developing new services by leveraging know-how acquired through improvement initiatives. The company is working to acquire more customers and expand its business by promoting service adoption. Additionally, the company is pursuing synergies with existing services by acquiring new management resources through M&A.

Sekitsuu's primary focus is providing logistics services, particularly distribution center outsourcing services for e-commerce and mail-order retailers. As the EC market expands and logistics service demand increases, the company is concentrating on responding to market changes and improving service quality.

For the fiscal year ending February 2026, Sekitsuu plans to achieve net sales of 15,965 million yen and operating profit of 259 million yen. The company is pursuing performance recovery and stabilization through enhanced information security and efficient logistics service delivery. The company is also working to improve productivity through IT technology.

Sekitsuu places emphasis on securing and developing talented personnel. The company secures talent through new graduate recruitment and acceptance of foreign technical trainees, and advances human development through proprietary training programs. This enables the company to maintain and improve logistics quality and build a system responsive to customer needs.

Aiming to expand business scale, Sekitsuu is strengthening proposals for integrated logistics services. The company is expanding its customer base through new service creation and M&A, with a policy to enhance corporate value. The company is also expanding its IT automation business to contribute to profitability.

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