YAMATO HOLDINGS CO.,LTD.【JP:9064】Stock Price

Yamato Holdings operates four main business segments: Express, Contract Logistics, Global, and Mobility. These businesses span domestic and international logistics, transportation, vehicle maintenance, and IT services.

The Express business, centered on Yamato Transport, provides home delivery and parcel services to individuals and corporations. Its core offering is domestic delivery services, supplemented by freight trucking and roll box pallet charter transportation. Key affiliated companies include Okinawa Yamato Transport and Yamato Box Charter.

The Contract Logistics business provides solutions to support corporate customers' operational challenges and growth. Through 3PL services and real estate operations, it addresses customer logistics needs. Yamato Transport and Nakano Shoji are principal affiliated companies.

The Global business optimizes supply chains for corporate customers through international forwarding and express services. Key affiliated companies, including Yamato Transport and YAMATO TRANSPORT U.S.A., deliver international logistics services.

The Mobility business supports transportation operators by enhancing safe driving practices and vehicle utilization. Through vehicle maintenance and renewable energy provision, it promotes sustainable mobility solutions. Yamato Autoworks is the principal affiliated company.

Other operations provide value across customers' entire supply chains through IT system development and management, call centers, and financial services. Yamato System Development and Yamato Credit Finance are key affiliated companies.

Yamato Holdings has established "Sustainability Transformation 2030 ~1st Stage~" as its growth strategy toward 2030. This medium-term management plan runs through fiscal year 2027 and aims to contribute to realizing a sustainable future. The plan centers on strengthening the Takkyubin delivery network and transforming the business portfolio.

The company will improve profitability by strengthening its Takkyubin network. Specifically, it will optimize pricing and reform sales offices while accelerating the expansion of "Neko Support," its community-focused store format. It also aims to enhance transportation efficiency and strengthen cost management, transitioning to a business structure that ensures stable profits.

Expanding the corporate business segment is also a key growth strategy. Yamato Holdings will leverage its domestic and international logistics networks to provide high-value solutions to corporate customers. In particular, it will pursue growth in contract logistics operations and synergies with express services to accelerate profit growth.

The company is also advancing new business model commercialization. It aims to create business models that address environmental and social challenges while generating economic value. Specifically, it is advancing logistics decarbonization through EV lifecycle services and renewable energy provision.

Additionally, Yamato Holdings will strengthen its group management foundation to realize sustained corporate value enhancement. It will advance human resources and digital strategies while strengthening sustainable management and corporate governance. The company aims to embed capital-efficient management practices and improve capital returns.

Through these strategies, Yamato Holdings targets consolidated operating revenue of 2.0 to 2.4 trillion yen and consolidated operating profit of 120 to 160 billion yen by fiscal year 2027. The company aims to achieve sustainable growth and enhance sustainability across society and the logistics industry as a whole.