Komori
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NIKKON Holdings Co.,Ltd.

9072Transportation and LogisticsLarge cap
4,605JPY-9.8%
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Price history
¥4,605Latest+364.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group described in this report provides a broad range of logistics services, centered primarily on 4 core businesses: transportation, warehousing, packaging and testing, together with related operations. The Group comprises 85 affiliated companies and is pursuing expansion in Japan and overseas. Over the medium to long term, it is implementing a medium-term management plan built around strengthening existing businesses, expanding into growth areas, improving capital efficiency, raising productivity across the entire supply chain and strengthening human capital. The final year of the 13th Medium-Term Management Plan, which began on 1 April 2023, is the fiscal year ending March 2026, and the 14th Medium-Term Management Plan is scheduled to begin in the fiscal year ending March 2027. The Group plans to expand its logistics bases in Japan and overseas, automate warehouse equipment, make use of a unified group-wide system and strengthen support for customers’ supply chains through the use of data.

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Key numbersShowing 8 of 20
PER
432.08How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.31How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
0.5%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
¥582bnShare price × number of shares. The value of the entire company.
Equity ratio
54.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.3%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
8.6%The average annual growth in sales over the past three years.
What to watch next
Quarterly results confirm progress in ramping up operations and generating earnings contributions after warehouse completions in Suzuka, Kanda, Thailand and Indonesia
From the fiscal year ending September 2026 onward, beginning with the quarter after completion during the current fiscal yearImpact MediumLikelihood Medium
Specific initiatives and progress under the 14th Medium-Term Management Plan, which begins in the fiscal year ending March 2027, including the path toward a 9.4% profit margin, are disclosed
From October 2026 through the fiscal year ending March 2027Impact HighLikelihood Medium
Integration work following the packaging-sector acquisition, including the consolidation of 中央紙器工業 into 中央興産, 中央コンテ and CHUOH PACK(MALAYSIA), becomes visible, along with its contribution to the packaging business profit margin
From the fiscal year ending December 2026 through the fiscal year ending March 2027Impact MediumLikelihood Low
The finalized impact of goodwill and accounting treatment related to the integration of the North American transportation network, including Supreme Auto Transport, as well as revenue and gross profit synergies, is reflected in results
Fiscal year ending September 2026 through the fiscal year ending March 2027Impact MediumLikelihood Medium
The company’s ability to pass through energy and fuel-cost and foreign-exchange fluctuations through appropriate pricing, and the sustainability of the resulting earnings impact, are confirmed
QuarterlyImpact MediumLikelihood High
What to watch next
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Who owns itTop holders total 55.3%
Listed holders 55.3%Everyone else 44.7%
Goldman, Sachs & Co. (standing proxy: Goldman Sachs Securities Co., Ltd.)21.50%
The Master Trust Bank of Japan, Ltd. (Trust Account)6.33%
THE CHASE MANHATTAN BANK, N.A. LONDON SPECIAL ACCOUNT NO.1 (Mizuho Bank, Ltd.)5.37%
一般社団法人黒岩会4.38%
HONDA MOTOR CO.,LTD.4.19%
Panicum Funding Ltd.3.42%
NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB)3.37%
GOLDMAN SACHS INTERNATIONAL2.31%
2 other listed holders4.39%
Who owns it
HolderOwnership (%)
Goldman, Sachs & Co. (standing proxy: Goldman Sachs Securities Co., Ltd.)21.50
The Master Trust Bank of Japan, Ltd. (Trust Account)6.33
THE CHASE MANHATTAN BANK, N.A. LONDON SPECIAL ACCOUNT NO.1 (Mizuho Bank, Ltd.)5.37
一般社団法人黒岩会4.38
HONDA MOTOR CO.,LTD.4.19
Panicum Funding Ltd.3.42
NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB)3.37
GOLDMAN SACHS INTERNATIONAL2.31
2 other listed holders4.39
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