NIPPON EXPRESS HOLDINGS, INC. (9147) Stock Price

Market cap
¥921.7B
P/E ratio
15.4x
NIPPON EXPRESS Holdings provides comprehensive logistics services including truck, rail, air, and ocean transportation plus warehousing globally through regional affiliates.

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Business Overview

NIPPON EXPRESS Holdings operates primarily in the "Logistics Business." This business includes truck transportation, rail transportation, air transportation, ocean shipping, port operations, and warehousing services both domestically and internationally. Affiliated companies such as Nippon Express Co., Ltd. and NX America Inc. provide these services across various regions.

In Japan, Nippon Express Co., Ltd. and its affiliated companies operate rail transportation, truck transportation, warehousing, air transportation, ocean shipping, and port operations. Additionally, NX One Visionary Archives handles information asset management. Through these operations, the company meets a wide range of domestic logistics needs.

In the Americas, NX America Inc. and other affiliates provide air transportation, ocean shipping, and warehousing services. In Europe, NX UK Inc. and NX Netherlands Inc. offer similar services. These operations establish a global logistics network.

In East Asia, NX International Logistics (China) Co., Ltd. and NX Hong Kong Inc. provide air transportation, ocean shipping, and warehousing services. In South Asia and Oceania, NX Singapore Inc. and NX Australia Inc. operate air transportation, ocean shipping, warehousing, and heavy equipment construction services.

In the "Security and Transportation Business," NX Cash Logistics Inc. provides security services. In the "Heavy Equipment Construction Business," Nippon Express Co., Ltd. and affiliated companies handle the transportation, installation, and assembly of heavy equipment. These operations address specialized logistics needs.

In the "Logistics Support Business," NX Shoji Inc. and other companies sell logistics equipment and packaging materials, provide vehicle maintenance, insurance agency services, real estate operations, and logistics finance services. Additionally, NX General Research Institute conducts research and surveys, NX Capital Inc. manages group finance operations, and NX Career Road Inc. provides temporary staffing services.

Management Policy

NIPPON EXPRESS Holdings is working toward its 100th anniversary in 2037 with a vision to become "a logistics company with a strong presence in global markets." To realize this long-term vision, the company aims to contribute to a sustainable society while achieving sustained growth.

Starting in 2024, the company launched the "NX Group Management Plan 2028," targeting overseas sales to represent 50% of total sales. This plan sets goals for revenue expansion and improved profitability, while accelerating growth initiatives in global markets.

Under the "NX Group Management Plan 2028," the company is optimizing the entire group to enhance global competitiveness and drive business growth. Through clarifying the business portfolio and defining roles, the company aims to increase corporate value.

Key focus areas include accelerating business growth in global markets, restructuring domestic operations in Japan, advancing sustainability-focused management, and implementing initiatives to enhance corporate value. These efforts aim to accelerate sustainable growth.

The company is placing global account management at its core, focusing on expanding air and ocean freight forwarding sales and strengthening logistics solutions centered on warehousing. The company is also restructuring its Japan business to improve profitability and capital efficiency.

In sustainability management, the company is addressing climate change, respecting human rights, and developing human capital to drive innovation. This approach aims to simultaneously address social challenges and enhance corporate value.

To improve corporate value, the company is working to enhance ROE and review capital allocation policies, shifting toward management that prioritizes capital returns. This effort aims to achieve sustained corporate value growth.

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