Komori
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Kintetsu Group Holdings Co.,Ltd.

9041Transportation and LogisticsLarge cap
3,443JPY+1.4%
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Price history
¥3,443Latest+5.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Kintetsu Group Holdings Co.,Ltd. is a corporate group engaged in a broad range of businesses, including railways, real estate, international logistics, retail, hotels and leisure. The group operates through the Company, 237 consolidated subsidiaries and 15 equity-method affiliates. Under Medium-Term Management Plan 2028, it is pursuing two key strategies: deepening and revitalizing the value of areas along its railway lines, and deepening and expanding its businesses outside those areas and globally. The group has introduced ROIC as a new management indicator and plans to strengthen capital allocation with greater awareness of the cost of capital. As its medium-term growth strategy, it is pursuing six key strategies: transportation, real estate, international logistics, retail, hotels and leisure, and other businesses. Initiatives include strengthening the Ise-Shima brand and capturing more inbound tourism demand. The group has presented its target payout ratio and dividend track record as part of its shareholder return policy. It aims to enhance corporate and shareholder value by deepening and expanding the value of its railway-line areas and improving capital efficiency across the group.

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Key numbersShowing 8 of 19
PER
55.31How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.96How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.7%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥650bnShare price × number of shares. The value of the entire company.
Equity ratio
23.8%The proportion of assets funded by money that does not have to be repaid.
Operating margin
5.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.9%The average annual growth in sales over the past three years.
What to watch next
Disclosure of progress on ROIC and capital efficiency, including implementation of the Medium-Term Management Plan 2028 from 2026 onward and confirmation of progress toward the ROIC target of at least 4.5%
Going forward, in the next and subsequent earnings releases and medium-term plan updatesImpact MediumLikelihood Medium
Completion timing for major capital expenditure projects: seismic reinforcement of the shield tunnel on the Kintetsu Namba Line scheduled for March 2027, senior residences scheduled for January 2027, and overseas hotels scheduled for August 2027
January to March 2027, and August 2027Impact MediumLikelihood Medium
Results of the Kintetsu World Express integration, including quantitative confirmation of the international logistics segment's profit margin and integration benefits
Full-year fiscal 2026 to fiscal 2027Impact HighLikelihood Medium
Governance reform, including the proposal on 19 June 2026 to amend the articles of incorporation in preparation for the transition to a company with an Audit & Supervisory Committee
19 June 2026Impact LowLikelihood High
What to watch next
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Who owns itTop holders total 26.3%
Listed holders 26.3%Everyone else 73.7%
The Master Trust Bank of Japan, Ltd. (Trust Account)12.40%
株式会社日本カストディ銀行 (Trust Account)3.90%
Nomura Aya (常任代理人 三田証券株式会社)2.70%
日本生命保険会社1.50%
JP MORGAN CHASE BANK 385781(常任代理人 株式会社みずほ銀行)1.50%
STATE STREET BANK AND TRUST COMPANY 505001(常任代理人 株主名義:みずほ銀行)1.20%
明治安田生命保険株式会社0.90%
JP MORGAN CHASE BANK 385642(常任代理人 みずほ銀行)0.80%
2 other listed holders1.40%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)12.40
株式会社日本カストディ銀行 (Trust Account)3.90
Nomura Aya (常任代理人 三田証券株式会社)2.70
日本生命保険会社1.50
JP MORGAN CHASE BANK 385781(常任代理人 株式会社みずほ銀行)1.50
STATE STREET BANK AND TRUST COMPANY 505001(常任代理人 株主名義:みずほ銀行)1.20
明治安田生命保険株式会社0.90
JP MORGAN CHASE BANK 385642(常任代理人 みずほ銀行)0.80
2 other listed holders1.40
This company's documents
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