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Optimus Group (9268) · RiskWorsenedLatest Earnings presentation materials (2026-08-07): "Mitigated"

Impact of the decline in logistics to New Zealand

First written in FY2018-Q3. 11 of 31 entries say "Worsened", first in FY2021-Q1. Latest entry: 2026-08-07.

31entries
9years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2019-Q1 – FY2020-Q3MitigatedFY2024-Q1 – FY2024WorsenedFY2025-H1 – FY20262018: 420182019: 320192020: 320202021: 420212022: 420222023: 420232024: 320242025: 120252026: 52026
Same theme, other companies
Decline in transport volumes due to weaker logistics demand to New ZealandA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Although exports to New Zealand by ㈱日貿 had begun to recover in the fourth-quarter consolidated accounting period, the timing gap between loading and transportation also played a role, and the company's shipments decreased 10.3% year on year to 30,009 units.」

    Shipments to New Zealand totaled 30,009 units, down 10.3% year on year, with the timing gap between loading and transportation contributing to the decline even as exports recovered.
  2. 2026-05-15WorsenedEarnings

    「Although exports to New Zealand by ㈱日貿 had begun to recover in the fourth-quarter consolidated accounting period, the timing gap between loading and transportation also played a role, and the company's shipments decreased 10.3% year on year to 30,009 units.」

    The decline in transportation volume to New Zealand continued for the full year, although a recovery in exports was seen in the fourth quarter.
  3. FY2026-H1WorsenedAnnual report

    「Shipments to New Zealand decreased 17.3% year on year to 15,603 units.」

    Shipments to New Zealand totaled 15,603 units, down 17.3% year on year, and the impact of the decline in logistics to the country re-emerged. Increased shipments to Australia and higher revenue at Autocare provided partial support.
  4. FY2025-H1WorsenedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary of the Logistics segment, shipments to New Zealand decreased 41.1% year on year to 18,876 units, partly due to a decline in export volumes by ㈱日貿 and other factors.」

    Shipments to New Zealand totaled 18,876 units, down 41.1% year on year, and the impact of the decline in export volumes on the Logistics segment became substantial. Meanwhile, the acquisition of Autocare supplemented earnings in the Logistics segment.
  5. FY2024MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary of the Logistics segment, shipments to New Zealand, which account for most of segment revenue, increased 51.9% year on year to 54,002 units, partly due to an increase in export volumes by ㈱日貿 and other factors.」

    Shipments to New Zealand totaled 54,002 units, up 51.9% year on year, and the impact of the decline in shipments in the previous fiscal year eased over the full year.
  6. FY2024-Q3MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary of the Logistics segment, shipments to New Zealand, which account for most of segment revenue, increased 66.3% year on year to 43,994 units, partly due to an increase in export volumes by ㈱日貿 and other factors.」

    Shipments to New Zealand totaled 43,994 units, up 66.3% year on year, and the impact of the decline in shipments that had continued from the previous fiscal year eased further.
  7. FY2024-Q2MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary of the Logistics segment, shipments to New Zealand, which account for most of segment revenue, increased 71.2% year on year to 32,069 units, partly due to an increase in export volumes by ㈱日貿 and other factors.」

    Shipments to New Zealand totaled 32,069 units, up 71.2% year on year, and the impact of the decline in shipments that had continued from the previous fiscal year eased.
  8. FY2024-Q1MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary of the Logistics segment, shipments to New Zealand, which account for most of segment revenue, increased 58.3% year on year to 15,315 units, partly due to an increase in export volumes by ㈱日貿 and other factors.」

    Shipments to New Zealand totaled 15,315 units, up 58.3% year on year, and the impact of the decline in shipments that had continued from the previous fiscal year eased in the first quarter.
  9. FY2023Full-year decline in transportation to New Zealand and increase in transportation to AustraliaAnnual report

    「In addition, shipments to New Zealand by Dolphin Shipping New Zealand Limited, the core operating subsidiary accounting for most of the Logistics segment's revenue, remained at 35,551 units, down 14.6% year on year, while shipments to Australia, where the company is focusing on expanding transactions, increased 46.7% year on year to 7,549 units.」

    Shipments to New Zealand totaled 35,551 units, down 14.6% year on year, while shipments to Australia totaled 7,549 units, up 46.7%. The transportation volume table under Business Activities, however, lists the full-year figure as 35,511 units.
  10. FY2023-Q3WorsenedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, decreased 23.8% year on year to 26,450 vehicles due in part to the decline in export volume at ㈱日貿. Although the share of handled volume remains low, transportation to Australia totaled 5,871 vehicles, approximately 1.8 times the year-earlier level, and continued to trend upward.」

    Transportation to New Zealand totaled 26,450 vehicles, down 23.8% year on year, and the impact of lower logistics volume continued. Meanwhile, transportation to Australia totaled 5,871 vehicles, approximately 1.8 times the year-earlier level.
  11. FY2023-Q2WorsenedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, decreased 23.3% year on year to 18,736 vehicles due in part to the decline in export volume at ㈱日貿. Although its share of handled volume remains low, transportation to Australia increased to 4,073 vehicles, approximately double the year-earlier level, and is trending upward.」

    Transportation to New Zealand totaled 18,736 vehicles, down 23.3% year on year, and the impact of lower logistics volume expanded. Meanwhile, transportation to Australia totaled 4,073 vehicles, approximately double the year-earlier level.
  12. FY2023-Q1WorsenedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, decreased 14.0% year on year to 9,677 vehicles due to the impact of logistics congestion. However, revenue increased due in part to higher transportation rates and transportation for other regions.」

    Transportation to New Zealand totaled 9,677 vehicles, down 14.0% year on year due to logistics congestion. Higher transportation rates and transportation for other regions secured higher revenue.
  13. FY2022MitigatedAnnual report

    「Transportation to New Zealand by Dolphin Shipping New Zealand Limited also increased substantially by 28.7% year on year to 41,620 vehicles.」

    Transportation to New Zealand totaled 41,620 vehicles, up 28.7% year on year, easing the impact of the decline in transportation that emerged in the previous fiscal year.
  14. FY2022-Q3MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, increased substantially by 60.0% year on year to 34,710 vehicles.」

    Transportation to New Zealand totaled 34,710 vehicles, up 60.0% year on year, further easing the impact of the decline in transportation that emerged in the previous fiscal year.
  15. FY2022-Q2MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, increased substantially by 114.7% year on year to 24,429 vehicles.」

    Transportation to New Zealand totaled 24,429 vehicles, up 114.7% year on year, substantially easing the impact of the decline in logistics that emerged in the previous fiscal year.
  16. FY2022-Q1MitigatedAnnual report

    「At Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, transportation to New Zealand, which accounts for most of segment sales, increased substantially by 198% year on year to 11,258 vehicles.」

    Transportation to New Zealand totaled 11,258 vehicles, up 198% year on year, substantially easing the impact of the decline in logistics that emerged in the previous fiscal year.
  17. FY2021WorsenedAnnual report

    「At Dolphin Shipping New Zealand Limited, transportation to New Zealand, which accounts for most of segment sales, decreased 24.6% year on year to 32,337 vehicles.」

    Transportation to New Zealand totaled 32,337 vehicles, down 24.6% year on year, confirming the full-year logistics impact of the decline in vehicle sales.
  18. FY2021-Q3WorsenedAnnual report

    「The transportation volume of Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, also decreased 29.5% year on year to 21,694 vehicles, reflecting the decline in used-vehicle sales as described above.」

    Transportation to New Zealand totaled 21,694 vehicles, down 29.5% year on year in response to the decline in used-vehicle sales, and the impact of lower logistics volume continued.
  19. FY2021-Q2WorsenedAnnual report

    「The transportation volume of Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, also decreased 44.8% year on year to 11,378 vehicles, reflecting the decline in used-vehicle sales as described above.」

    Transportation to New Zealand totaled 11,378 vehicles, down 44.8% year on year in response to the decline in used-vehicle sales, and the impact of lower logistics volume expanded.
  20. FY2021-Q1WorsenedAnnual report

    「The transportation volume of Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, also decreased 65.2% year on year to 3,766 vehicles in used-vehicle sales, due to the circumstances described above.」

    Following the explanation of transportation volume, the filing states that used-vehicle sales totaled 3,766 vehicles, down 65.2% year on year. The impact of COVID-19 on the decline in logistics and sales was substantial.
  21. FY2020-Q3Updated cumulative transportation results for the third quarterAnnual report

    「The transportation volume of Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, increased 6.9% year on year to 30,793 vehicles, due in part to the increase in used-vehicle sales noted above.」

    Transportation to New Zealand totaled 30,793 vehicles, up 6.9% year on year. The increase in used-vehicle sales and other factors were cited as drivers of the increase. No actual decline in transportation was identified as a risk during the period.
  22. FY2020-Q2Updated cumulative transportation results for the second quarterAnnual report

    「Transportation to New Zealand decreased 13.1% year on year to 16,600 vehicles. Although sales of used vehicles, as noted above, increased, some transportation volume had been shifted into the cumulative second-quarter consolidated period of the previous comparable year due to the impact of the stink bug issue.」

    Transportation to New Zealand totaled 16,600 vehicles, down 13.1% year on year. The reversal of transportation shifted into the previous comparable period was cited as a factor in the decline.
  23. FY2020-Q1Updated cumulative transportation results for the first quarterAnnual report

    「The transportation volume of Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, decreased 16.0% year on year to 10,823 vehicles. In addition to the circumstances described above, this reflected the reversal of transportation that had been shifted into the cumulative period of the previous comparable quarter due to the impact of the stink bug issue (Note 1).」

    Transportation to New Zealand totaled 10,823 vehicles, down 16.0% year on year. More cautious purchasing by dealers and the reversal of transportation shifted into the previous comparable period were cited as factors.
  24. FY2019-Q3Updated cumulative transportation results for the third quarterAnnual report

    「Meanwhile, transportation to New Zealand by Dolphin Shipping New Zealand Limited, the core operating subsidiary in the Logistics segment, decreased 0.2% year on year to 28,806 vehicles. Although sales of used vehicles, as noted above, decreased, some transportation volume was shifted from the previous consolidated fiscal year into the cumulative third-quarter consolidated period due to the impact of the stink bug issue (Note 1).」

    Transportation to New Zealand totaled 28,806 vehicles, and the decline was limited to 0.2% year on year due to transportation being carried over from the previous fiscal year despite the decline in used-vehicle sales.
  25. FY2019-Q2Updated cumulative transportation results for the second quarterAnnual report

    「Meanwhile, transportation to New Zealand by Dolphin Shipping Australia Pty Ltd, the core operating subsidiary in the Logistics segment, increased 3.6% year on year to 19,036 vehicles. Although sales of used vehicles, as noted above, decreased, some transportation volume was shifted from the previous consolidated fiscal year into the cumulative second-quarter consolidated period due to the impact of the stink bug issue.」

    Transportation to New Zealand totaled 19,036 vehicles, increasing 3.6% year on year due to transportation being carried over from the previous fiscal year despite the decline in vehicle sales.
  26. FY2019-Q1Details added on delayed transportation and distribution congestionAnnual report

    「The transportation volume of Dolphin Shipping Australia Pty Ltd, the core operating subsidiary in the Logistics segment, totaled 12,026 vehicles, as transportation to New Zealand was delayed from the previous consolidated fiscal year into the cumulative first-quarter consolidated period due in part to the impact of the stink bug issue.」

    It was explained that the stink bug issue shifted the timing of transportation from the previous fiscal year into the first quarter, resulting in transportation volume of 12,026 vehicles. Distribution congestion after unloading resumed was also noted.
  27. FY2018MaterialisedAnnual report

    「A stink bug, specifically the brown marmorated stink bug designated as a pest, was found on a vehicle carrier from Japan that entered the port of Auckland, New Zealand, in February 2018, restricting vehicle unloading. Due in part to the resulting impact, transportation for New Zealand, which accounts for most of the segment sales of Dolphin Shipping Australia Pty Ltd, the core operating subsidiary in the Logistics segment, decreased 14.9% year on year to 32,352 vehicles. This is referred to below as the “stink bug issue.”」

    It was explained that the discovery of the pest and the restrictions on unloading actually occurred and affected the decline in transportation volume for New Zealand.
  28. FY2018-Q3First statedAnnual report

    「The transportation volume of Dolphin Shipping Australia Pty Ltd, the core operating subsidiary in the Logistics segment, decreased 4.0% year on year to 26,891 vehicles, mainly due to the decline in transportation volume for New Zealand.」

    The results stated that the logistics subsidiary's transportation volume decreased mainly due to the decline in transportation for New Zealand.
Moved together

"Strengthening Existing Businesses and Creating New Businesses in New Zealand" moved the same way as this thread, in the same document, in 15 of its 31 moves.

1510101098★123456
  1. ★This thread
  2. 1Strengthening Existing Businesses and Creating New Businesses in New Zealand15×
  3. 2Developing New Markets Outside New Zealand10×
  4. 3Changes in Used-Vehicle Demand, Buyer Segments and Sales Channels10×
  5. 4Balancing Business Investment and Shareholder Returns10×
  6. 5Restrictions on Export Vehicles Due to Environmental and ESC Regulations9×
  7. 6Geopolitical, Overseas Economic and Policy Uncertainty8×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Optimus Group yet. It last moved in the Earnings presentation materials of 2026-08-07: "Mitigated".
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Impact of the decline in logistics to New Zealand | OPTIMUS GROUP COMPANY LIMITED (9268) | Komori