Komori
T

Toyo Logistics Co.,Ltd.

9306Transportation and logistics
2,003JPY-0.3%
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Price history
¥2,003Latest+20.3%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The 東陽倉庫 Group is a corporate group whose principal businesses are integrated logistics and real estate. Its logistics business primarily handles cargo, including storage, cargo handling, transportation, customs clearance, international multimodal transportation and other related services. Its real estate business primarily leases buildings, land and other properties it owns. Its affiliated companies include 東陽物流株式会社 (logistics, Minato-ku, Nagoya, capital of ¥50 million, 100.0% ownership), 株式会社優和シッピング (logistics, Naka-ku, Nagoya, capital of ¥105 million, 45.0% ownership) and 東海団地倉庫株式会社 (real estate, Tobishima Village, Ama District, Aichi Prefecture, capital of ¥999 million, 25.2% ownership). Its business policies include promoting 3PL, expanding its overseas network, growing through the utilization of owned real estate and other assets, strengthening sales capabilities, developing human resources and its management structure, and promoting sustainability. Its medium-term targets are an ordinary profit margin on net sales of 5% and return on equity of 5%. In November 2025, it revised its shareholder return policy and, from the fiscal year ending March 2027, intends to target the higher of a dividend payout ratio of 40% or DOE of 2%. Major customers include Unilever Japan Co., Ltd. and others, while affiliated companies include 東陽物流株式会社, 株式会社優和シッピング and 東海団地倉庫株式会社. Its corporate history records major events including its establishment and listing in 1926, the acquisition of various ISO certifications, and a share consolidation on 1 October 2023. It discloses capital expenditures of ¥1,951 million, free cash flow of ¥660.118 million and 721 employees.

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Key numbersShowing 8 of 17
PER
44.4How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.53How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.2%Earning power. A figure above 10% is generally considered good.
Equity ratio
56.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.7%The average annual growth in sales over the past three years.
Forward P/E
13.63Forward P/E based on estimated earnings for the next fiscal year.
PSR
1.99The number of times sales are valued. Used to assess companies that are not profitable.
What to watch next
The earnings results reflecting the ramp-up in operations at the Chita Warehouse, which opened in July 2025, and its contribution to earnings from the warehousing and logistics businesses
Quarters from 2026 onward, with the full contribution after the opening expected mainly in fiscal 2026Impact MediumLikelihood Medium
Progress showing profit growth in overseas and complex projects through the promotion of 3PL services and coordination across overseas sites and the service network
Annual and full-year results for 2026-2027Impact MediumLikelihood Medium
Confirmation of a higher dividend level following the revision of the shareholder return policy, under which from the fiscal year ending March 2027 the company will target the higher of a 40% payout ratio and 2% DOE
Fiscal year ending March 2027 onwardImpact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 32.1%
Listed holders 32.1%Everyone else 67.9%
Aichi Bank, Ltd.4.95%
ダイセー倉庫運輸株式会社4.77%
伏見興産株式会社3.42%
株式会社三菱UFJ銀行3.37%
東陽倉庫従業員持株会3.05%
The Dai-ichi Life Insurance Company, Limited2.65%
Japan Securities Finance Co.,Ltd.2.65%
Chukyo TV Broadcasting Co., Ltd.2.65%
2 other listed holders4.62%
Who owns it
HolderOwnership (%)
Aichi Bank, Ltd.4.95
ダイセー倉庫運輸株式会社4.77
伏見興産株式会社3.42
株式会社三菱UFJ銀行3.37
東陽倉庫従業員持株会3.05
The Dai-ichi Life Insurance Company, Limited2.65
Japan Securities Finance Co.,Ltd.2.65
Chukyo TV Broadcasting Co., Ltd.2.65
2 other listed holders4.62
This company's documents
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