Nippon Express Holdings, Inc. · TSE:9147
Nippon Express — Investor Day (September 2025)
27 slides from Nippon Express's investor day presentation, Sep 22, 2025
Slide 1: IR Day 2025 Session 2: Accelerate Growth in the Global Market
IR Day2025 Session 2 Accelerate Growth in the Global Market XXX： NIPPON EXPRESS HOLDINGS,INC. September 22 , 2025 Copyright © 2025 NIPPON EXPRESS HOLDINGS, INC., All rights reserved.
Slide 2: Basic Concept for Accelerate Growth in the Global Market
Basic Concept for Accelerate Growth in the Global Market Provision of Account Management and End to End Solution with the aim of expanding business areas for each customer. "Secure sales and increase profits from each customer" and "Expand important core account customers" Expansion of business area
Slide 3: Measures to Advance Account Management: Selection of Global Accounts
Measures to Advance Account Management ・Select account customers (GAM, JAM, etc.), taking into account sales scale and sales expansion prospects, etc. (1) Selection of global accounts ・Provide sales growth support to GTA (currently GAM <GIT>) customers selected by each region under the Industry Focu
Slide 4: Measures to Advance Account Management: Platform for Growing GAM
Measures to Advance Account Management ・Establish account structure tailored to each customer under an account owner and account sponsor (2) Platform for growing GAM ・GKAM is responsible for developing global sales strategies for its customers; conducts sales account sales activities together with R
Slide 5: Measures to Advance Account Management: Formulate and Execute CDP
Measures to Advance Account Management ・Analyze business potential based on research in the customer's field of business (3) Formulate and Execute CDP ・Create medium- to long-term sales strategy and approach scenarios (Customer Development Plan (Account Plan)) ・Visualize contact points with customer
Slide 6: LLP (Lead Logistics Provider) Services
LLP (Lead Logistics Provider) Services Management services that do not involve 3PL(*) or other logistics; NX Lead Logistics Solutions provided from a neutral position as a 4PL to meet the customer E2E supply chain business needs *Transportation, warehousing, distribution, etc. Inventory Legal and Va
Slide 7: Toward Providing Total Logistics Solutions
Toward Providing Total Logistics Solutions Horizontal Rollout of Logistics Solutions, Overseas Expansion (Examples) ・Knowledge gained mainly in Japan converted into a common infrastructure ・Documentsuccessful projects and pursue horizontal/overseas expansion ・Gradual increase in the number of non-Ja
Slide 8: Initiatives for Priority Industries
Initiatives for Priority Industries NX Group Business Plan 2028 for Priority Industries Progress 2025 2024 2028 Toward Jan-Jul Results Jan-Jul Results Targets Targets Priority Industry Main Products Core Domains MFPs, IT equipment, electronic components, Electric & Electronics home appliances, drone
Slide 9: Solutions by Industry <Mobility>
Solutions by Industry <Mobility> JIT Warehouse Operations Specializing in the cargo-partner Acquisition Leads to Wins in Eastern Europe New OEM plants scheduled in Eastern Europe and plans for further expansion; particularly expecting increase in production of EVs Automobile Industry *India Containe
Slide 10: Solutions by Industry <Mobility>: Support for U.S. Projects
Solutions by Industry <Mobility> Support for U.S. Projects in the Future ・Tariff rates remain high compared to pre-Trump levels Need to increase local production in North America and conduct local Automobile tariffs to be reduced to 15% procurement Need to strategically diversify global business dev
Slide 11: Solutions by Industry <Mobility>: Warehouse Automation
Solutions by Industry <Mobility> Warehouse Automation of the NXAL Ohio Warehouse (U.S.) Before After Impact (Excluding Income/Expense) Automation Automation ・Automated warehousing and shipping operations at a parts warehouse for Japanese OEMs using shelf-transfer robots ・Labor-saving features create
Slide 12: The Environment Surrounding Our Supply Chains
The Environment Surrounding Our Supply Chains ■ Global Economy ■U.S. Economy Global growth forecast for 2025 is 3.0% according to the IMF. The global economic growth rate Growth of 1.9% and 2.0% in 2025 and 2026 according to the IMF. Short-term fiscal stimulus to for 2026 is 3.1%. boost 2026 growth.
Slide 13: Forwarding Business Volume Strategy
Forwarding Business Volume Strategy Forwarding Volume Results 2025 2024 YoY% 2028 Targets Jan-Aug Results Jan-Aug Results Air Cargo Forwarding Volume 604,000 t 600,000 t 0.7% 1,300,000 t Ocean Cargo Forwarding Volume 560,000 TEU 594,000 TEU (5.7)% 1,400,000 TEU 2025 2024 cargo-partner (Share) YoY% J
Slide 14: Forwarding Business Volume Strategy: Gross Profit per Unit
Forwarding Business Volume Strategy Overseas Segment Total 200.00 105.85 105.93 100.00 91.29 93.08 88.96 93.40 85.79 88.18 78.82 100.00 80.42 83.61 73.54 86.27 79.09 73.00 69.00 72.42 57.87 0.00 Q1, 2022 Q2, 2023 Q3, 2023 Q4, 2023 Q1, 2024 Q2, 2024 Q3, 2024 Q4, 2024 Q1, 2025 Q2, 2025 *Figures repres
Slide 15: Global Forwarding Strategy
Global Forwarding Strategy Policy and Measures to be Introduced Volume Strategy in Practice Improve Profitability Steadily securing cargo shipped from GAM and New business among small and medium-sized JAM through bids enterprises (SMEs) Improve purchasing power using global airline Targeted trade la
Slide 16: Global Forwarding Strategy: Toward Achieving Annual Target Volume
Global Forwarding Strategy Toward Achieving Annual Target Volume (Air/1.3 million tons; Ocean/1.4 million TEU) Volume Growth Measures (3) Air 100,000 tons Secure Volume via Volume Strategies Example (3) Ocean 330,000 TEU Volume Growth Measures (2) Win New SME Air Transportation Air 100,000 tons Cust
Slide 17: Global Forwarding Strategy: Expanding Sales to SME Customers
Global Forwarding Strategy Expanding Sales to SME Customers ・SME customers are more likely to seek quicker responses and simplified quotes ・Striving to expand digital forwarding services, which provide instant online freight quotes for international air and ocean cargo transportation. Implementation
Slide 18: Standardizing Business Processes with CargoWise One
Global Forwarding Strategy Forwarding Business: Standardizing Business Processes in Conjunction With Cargo Wise One Significance of Standardization Efficiencies Through World-Standard SOPs Global Platform Understanding Cost per Job Initiatives for Standardization NX GOM Customer-centric standardized
Slide 19: Growing and Strengthening Our Logistics Business
Growing and Strengthening Our Logistics Business Expanding Warehouse Space Overseas Europe Existing warehouse space 1,588,000m2 FY2025 expansion 20,000m2 East Asia Existing warehouse space 643,000m2 FY2025 expansion 40,000m2 The Americas Japan Existing warehouse space 750,000m2 Existing warehouse sp
Slide 20: Streamlining Response Process for Global Accounts
Growing and Strengthening Our Logistics Business Streamlining Response Process for Global Accounts ・Clarifying the division of roles within teams at each stage of new projects (proposal, acquisition, start-up, and stable operation) 1 Set target 2 Consider proposal 3 Formulate proposal 4 Submit propo
Slide 21: Overseas Growth Through M&A: cargo-partner PMI
Overseas Growth Through M&A — cargo-partner ("CP") PMI — Step-by-Step Initiatives to Maximize Synergies Cross- and Co-Selling 2025:Site Consolidation/Reorganization (progress as of September 2025) Entities and Locations Worldwide Consolidation Joint sales and bid submissions for global accounts and
Slide 22: Overseas Market Growth Through M&A: Simon Hegele PMI
Overseas Market Growth Through M&A — Simon Hegele ("SH") PMI — SH Overview Logistics Company With Strengths in Medtech (Services for Medical Devices) Strengths Rigging (In-Hospital Delivery, Etc.) Installation (Equipment Assembly, Software Configuration, Etc.) Contract Logistics Equipment Maintenanc
Slide 23: Overseas Growth Through M&A: Toward More M&A
Overseas Growth Through M&A —Toward More M&A— History of NX Group Overseas M&A 2012 2018 2023 2025 2013 2020 2024 APC traconf TRAMO Simon Hegele (Lifestyle) (Healthcare) 20XX (Forwarding) (Lifestyle) FRANCO VAGO MD LOGISTICS Active cargo-partner (Lifestyle) (Healthcare) (Forwarding) Consideration of
Slide 24: Business Growth in India
Business Growth in India Forwarding Business Logistics Business The pharmaceutical industry, particularly generics, and the automobile-related industry are thriving. Focusing on growing business in downstream areas In the future, we expect growth in the semiconductor industry, and we will ensure tha
Slide 25: Business Growth in India
Business Growth in India Growing Outbound Logistics Transactions Exhibited at SEMICON India 2025 (Semiconductor Show) - Expanding to e-commerce and quick commerce (*), building a foothold with major - One of the largest semiconductor exhibitions in South Asia.Gathering of Japanese mass retailers sem
Slide 26: Toward Improved Performance in the Logistics and Overseas Segments
Toward Improved Performance in the Logistics and Overseas Segments Business Environment Economic Stagnation in Major Decline in Forwarding Business Margin European Countries Ratios Amid Severe Competition Increases in Personnel Expenses, Vehicle Slowing Economy in China Expenses, Warehouse Rent, Etc
Slide 27: Disclaimer
No information contained in this document is intended to solicit purchase or sale of the Company’s shares. Views, forecasts, and other forward looking statements contained in this document are based on the Company’s assumptions, judgments and beliefs in light of the information currently available t
Nippon Express Holdings — Investor Day (September 2025) on 6ix