Komori
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NANKAI Co.,Ltd.

9044Transportation and LogisticsMid cap
2,982JPY-1.4%
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Price history
¥2,982Latest+46.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group operates primarily in southern Osaka Prefecture and Wakayama Prefecture, with its railway business at the core. As an integrated lifestyle company, it has developed a broad range of businesses, including transportation, real estate, retail, leisure, services and construction, and seeks to contribute to regional development and enhance customer value. On 1 April 2026, it will spin off its railway business and change its corporate name to NANKAI Co.,Ltd. Under the new group management structure, it plans to focus on expanding its real estate business and creating new businesses. With sustainability as a foundation of management, the Group seeks to enhance corporate value by improving ROE and PER and reviewing its business portfolio using ROIC. Under the medium-term management plan, NANKAI Group Medium-Term Management Plan 2025-2027, it will promote redevelopment and investment along its railway lines while taking population decline into account. It identifies Expo-related initiatives, IR development, railway-line development, the upgrading of logistics facilities and overseas market expansion as growth engines, and has set targets of operating income of at least ¥42.0 billion, a net interest-bearing debt/EBITDA ratio in the 7x range and ROE of at least 7% for fiscal 2027.

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Key numbersShowing 8 of 19
PER
41.21How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.89How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.2%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
¥323bnShare price × number of shares. The value of the entire company.
Equity ratio
32.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
16.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
8.8%The average annual growth in sales over the past three years.
What to watch next
Progress under the 2025-2027 medium-term management plan, including the likelihood of achieving operating profit of ¥42 billion or more, the net interest-bearing debt/EBITDA target, and the linkage between execution of the ¥360 billion total investment and earnings growth
FY2025-FY2027, monitored continuously on a quarterly and full-year basisImpact HighLikelihood Medium
Specific progress on the Naniwasuji Line railway project, scheduled to open in spring 2031, and development around the new Namba Station, including updates on land acquisition, construction and monetization prospects
As needed, based on disclosuresImpact MediumLikelihood Medium
Demand changes in passenger transport, real estate, distribution and leisure associated with Expo 2025 Osaka, Kansai, particularly tourism and visits to areas along the railway lines
2025Impact MediumLikelihood Low
Business portfolio optimization: specific measures and earnings impact of the policy to withdraw from the ferry business, targeted for the end of March 2028
2026-2028, with the impact emerging in stagesImpact MediumLikelihood Medium
Changes in reported figures associated with the expected adoption of lease accounting, including IFRS 16, from FY2028
FY2028Impact LowLikelihood Medium
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Who owns itTop holders total 25.3%
Listed holders 25.3%Everyone else 74.7%
The Master Trust Bank of Japan, Ltd. (Trust Account)9.56%
株式会社日本カストディ銀行 (Trust Account)3.66%
Sumitomo Mitsui Trust Asset Management Co., Ltd.2.31%
HSBC 香港 トレジャリー・サービス・ASIAN EQUITIES等(常任代理人:香港上海銀行東京支店)2.27%
日本生命保険相互会社1.60%
JP MORGAN CHASE BANK 3857811.46%
STATE STREET BANK AND TRUST COMPANY 5052231.33%
Amova Asset Management Co., Ltd.1.21%
2 other listed holders1.87%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)9.56
株式会社日本カストディ銀行 (Trust Account)3.66
Sumitomo Mitsui Trust Asset Management Co., Ltd.2.31
HSBC 香港 トレジャリー・サービス・ASIAN EQUITIES等(常任代理人:香港上海銀行東京支店)2.27
日本生命保険相互会社1.60
JP MORGAN CHASE BANK 3857811.46
STATE STREET BANK AND TRUST COMPANY 5052231.33
Amova Asset Management Co., Ltd.1.21
2 other listed holders1.87
This company's documents
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