Niigata Unyu Co.,Ltd. (E04192) Stock Price

Niigata Transport is a comprehensive logistics company with freight trucking as its core business. The company operates through a group structure that includes 7 subsidiaries and 8 affiliated companies, providing a wide range of logistics services centered on truck cargo transportation and related operations.

The revenue foundation of the Niigata Transport group is built on mutual cooperation through the delegation and acceptance of transportation operations among group companies. The company and 7 subsidiaries engaged in freight trucking, along with 3 affiliated companies, work closely together to build an efficient transportation network and generate revenue.

While logistics remains the core of its business segments, the company pursues diversification through affiliated companies operating in equipment leasing finance, merchandise sales, automotive repair services, and manufacturing of transportation machinery and equipment. Additionally, the parent company operates a driving school, and other group companies engage in construction, allowing the group to develop peripheral businesses related to transportation and pursue synergies across the entire group.

Niigata Transport is entering the final year of its Fourth Medium-Term Management Plan "Challenge to Change" and has established three priority business policies for fiscal year 2025. The company is focused on "providing maximum service and safety through transportation," "expanding operating revenue and securing operating profit," and "building a sustainable logistics system." Even in a challenging business environment, the company aims for steady growth. These policies demonstrate the company's commitment to directly addressing industry-wide challenges: adapting to logistics-related regulatory reforms driven by the 2024 Problem and realizing sustainable logistics.

The core of revenue enhancement is the promotion of appropriate freight rate collection. Facing cost pressures across the transportation industry, Niigata Transport has prioritized securing freight rates that reflect service value. This approach builds a revenue base less vulnerable to external changes such as rising energy prices and labor costs. Through strengthened collaboration with shippers and partner companies, the company aims to achieve both structural problem-solving and stable profit generation.

For operational efficiency and new market development, the company is actively promoting joint transportation with competitors and expanding modal shift initiatives. These measures go beyond simple cost reduction and serve as important responses to social challenges including labor shortages and environmental impact reduction. Through continuous efforts from the previous fiscal year, the company is accelerating the shift from traditional single-operator transportation to collaborative logistics, while contributing to overall industry efficiency improvements.

Regarding capital investment, the company is proceeding with plans to relocate its Shizuoka branch to Yaizu City in February 2026. Rather than viewing this as a simple relocation, the company sees the new facility as an important opportunity for revenue expansion. Through optimized location and enhanced facility capabilities, the company aims to simultaneously strengthen its business foundation in the Chubu region and improve customer service, establishing long-term competitive advantage.