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Governance9301Mitsubishi Logistics CorporationTransportation and Logistics

Integrated Report 2026 (1/2)

Based on feedback on the previous fiscal year's integrated report, disclosures were expanded on the progress of and future challenges for the management plan, growth strategy, cross-shareholdings, and capital policy. The report also provides more specific details on the execution of transformation, including organisational restructuring, new businesses, and asset-turnover businesses in real estate.

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Mixed performance
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Contents of this filing

Policy on cross-shareholdings

The company will continue reducing its cross-shareholdings. In FY2025, it sold ¥69.3 billion worth of such shares, leaving ¥83.1 billion at fiscal year-end, equivalent to 21.6% of net assets. The ratio to net assets is to be reduced to below 20% during FY2026 and below 15% by FY2030.

Policy regarding shares of other companies held to maintain business relationships and for other purposes.

Changes this time

Based on feedback on the previous fiscal year's integrated report, disclosures were expanded on the progress of and challenges for the management plan, growth strategy, ROE and PBR, capital policy, CRE strategy, and cross-shareholdings, among other matters.

この書類は、機関設計や取締役会の構成そのものは述べていません。上に示したのは、この書類が述べている変更点です。

Contents of this filing
ItemDetails
Policy on cross-shareholdingsThe company will continue reducing its cross-shareholdings. In FY2025, it sold ¥69.3 billion worth of such shares, leaving ¥83.1 billion at fiscal year-end, equivalent to 21.6% of net assets. The ratio to net assets is to be reduced to below 20% during FY2026 and below 15% by FY2030.
Changes this timeBased on feedback on the previous fiscal year's integrated report, disclosures were expanded on the progress of and challenges for the management plan, growth strategy, ROE and PBR, capital policy, CRE strategy, and cross-shareholdings, among other matters.
Items this document does not state (6)
Corporate Governance StructureNumber of directorsNumber of independent officersCommitteeTakeover defensesControlling shareholder

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To enhance information disclosure based on external evaluations and investor feedback on the previous fiscal year's report. Other reasons cited include improving corporate value, clarifying the specificity and uniqueness of the growth strategy, and strengthening the management foundation supporting transformation and growth.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Integrated Report 2026 (1/2) | Mitsubishi Logistics Corporation (9301) timely disclosure | Komori