(E04111) Stock Price

L Management is a comprehensive logistics company that provides services across land, sea, and air transportation. The company operates with 82 consolidated subsidiaries and 15 affiliated companies accounted for using the equity method, comprehensively addressing customer logistics needs. Its core business is 3PL (third-party logistics), where it handles all logistics operations on a contract basis, including logistics system design, inventory management, order processing, distribution processing, and logistics center operations.

The company serves a diverse customer base spanning manufacturing to distribution industries. Its revenue structure is built on both domestic and international logistics operations. The company also provides specialized services including heavy cargo transportation, fine art transportation, and large-scale factory and office relocations. Additionally, it operates warehousing, trunk room services, and industrial waste collection and transportation businesses, establishing a stable revenue foundation.

Business segments are divided into three categories: domestic logistics, international logistics, and other operations. In domestic logistics, the company deploys subsidiaries across regions nationwide to provide locally-focused services. In international logistics, it supports global supply chains through customs clearance and end-to-end international transportation, with bases in North America, Europe, and the Asia-Pacific region. Other operations include logistics consulting, information systems development, and automotive maintenance, sales, and rental services, creating a comprehensive service delivery framework.

L Management pursues its long-term vision "LOGISTEED2030," aiming to become the most preferred solution provider in global supply chains. Leveraging a strong partnership with investment fund KKR, the company is expanding into new domains beyond traditional logistics. The company is creating both economic and social-environmental value by embodying its management philosophy: "We contribute to building a prosperous society by looking broadly toward the future, valuing people and nature, and delivering quality services."

As a priority investment area, the company positions the development of high-value-added solutions for optimizing entire supply chains as its top priority. Digital transformation to enhance customer convenience and operational efficiency is a company-wide critical initiative. The company is focusing on the evolution of smart logistics utilizing IoT, AI, and robotics. Through these technological innovations, the company aims to address the industry-wide challenge of labor shortages while differentiating itself from competitors.

Regarding the strengthening and expansion of overseas operations, the company is building integrated value chains particularly in the international logistics sector. It is expanding its business foundation in North America, Europe, and the Asia-Pacific region, aiming to establish systems capable of addressing complex logistics needs of global enterprises. The company actively considers strategic acquisitions and seeks to expand its business scope through co-creation with partners that complement its capabilities.

In technological innovation efforts, the company positions strengthening its position as a platform provider as a key strategy. To realize "smart logistics" that addresses diverse customer logistics needs in a one-stop manner, the company is intensifying efforts in investment-leading projects. Additionally, strengthening the foundation of ESG management is designated as a company-wide priority initiative, pursuing both the realization of a sustainable society and improved corporate value. The company has clarified its policy to address external environmental changes such as geopolitical risks and climate change through innovation utilizing digital technology.