Nippon Express Holdings, Inc. · TSE:9147
Nippon Express — Investor Day (September 2021)
16 slides from Nippon Express's investor day presentation, Sep 9, 2021
Slide 1: IR Day 2021 Growth Strategy for Core Businesses, Session 1
September 9, 2021 IR Day 2021 Growth Strategy for Core Businesses Nippon Express Co., Ltd. Session 1 Takaaki Ishii, Executive Vice President, COO, and Representative Director September 9, 2021
Slide 2: Growth Strategy for Core Businesses
Growth Strategy for Core Businesses 1. Business-Oriented Approach A. Impact on the marine and air transportation market supply chains B. Strategy to provide value sought by customers 2. Five Priority Industries A. Automotive industry (mobility industry) B. Semiconductor-related industry 3. Strengthe
Slide 3: Medium-Term Business Plan Progress (KPIs)
Medium-Term Business Plan Progress (KPIs) Nippon Express Group Business Plan 2023 KPIs (Growth Strategy for Core Businesses) Figures for results, progress, and differences have been rounded FYE Dec 2021 FYE Dec 2023 2021 2021 Business Plan Interim Progress vs. Item Business Plan Jan-Jun Results Jan-
Slide 4: Business-Oriented Approach: Impact on Marine and Air Supply Chains
Growth Strategy for Core Businesses Business-Oriented Approach Impact on the marine and air transportation market supply chains Status and Outlook Impact on the Supply Item Ocean cargo transportation Air cargo transportation Chain ・Transportation demand is expected to ・Transportation demand will rec
Slide 5: Strategy to Provide Value Sought by Customers
Growth Strategy for Core Businesses Business-Oriented Approach Strategy to Provide Value Sought by Customers ■ Changes in the value sought by customers Past: Oriented toward obtaining lower freight rates through long-term contracts based on volume Current: Emphasis on stable supply of space and flex
Slide 6: Medium-Term Business Plan Progress (KPIs)
Medium-Term Business Plan Progress (KPIs) Nippon Express Group Business Plan 2023 KPIs of Growth Strategy for Core Businesses Domestic*1 Overseas Item Revenues 2021 KPI KPI Progress vs. 2021 KPI KPI Progress vs. Jan-Dec Forecast (FYE Dec 2023) Forecast Jan-Dec Forecast (FYE Dec 2023) Forecast Electr
Slide 7: Automotive Industry: Production Logistics in North America
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Automotive Industry (Mobility Industry) ■ Production logistics in North America (cross-border transportation between the U.S. and Mexico) Manufacturer Overseas JIT of assembled Procurement Delivery products Warehouses
Slide 8: Automotive Industry: Sales Targeting Changes from Electrification
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Automotive Industry (Mobility Industry) ■ Sales targeting changes in the supply chain caused by electrification Europe Siberian Land Bridge Japanese EV Suppliers LIB Materials Makers Central and Eastern Europe Entry C
Slide 9: Semiconductor-Related Industry (Initiatives in Japan)
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Semiconductor-Related Industry (Initiatives in Japan) ■ Concentrated areas in Japan in connection with the semiconductor-related industry (Front-end processing: 63 plants; Back-end processing: 59 plants; Integrated pr
Slide 10: Semiconductor-Related Industries (Initiatives Overseas)
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Semiconductor-Related Industries (Initiatives Overseas) ■ Competition between the U.S. and China over semiconductors and the U.S. administration's move toward U.S.-based semiconductor production ・Passage of the Nation
Slide 11: Achieve Global Vision Through Account Management Methods
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Achieve Global Vision Through Account Management Methods ■ January-December 2020 Revenue Composition by Customer Base (Japanese, non-Japanese Customers) Revenue Revenues Composition Japanese Customers ¥221.4 billion 4
Slide 12: Global Account Management for Non-Japanese Customers
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Global Account Management for Non-Japanese Customers ■ GAM/GTA* Revenue Growth Forecast FY2019 Results FY2020 Results 2021 Forecast 2023 Target Revenues ¥29.9 billion ¥40.6 billion ¥44.0 billion ¥43.0 billion ■ GAM/GT
Slide 13: Account Management for Non-Japanese Customers in Japan
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Account Management for Non-Japanese Customers in Japan ■ European (German) Targets (Set Makers, Mega Suppliers) Top 10 Component Manufacturers Nippon Express Logistics Projects for by Sales in FY2020 German Customers
Slide 14: Global Account Management for Japanese Customers
Nippon Express Group Business Plan 2023 “Dynamic Growth” Numerical Targets & Goals Global Account Management for Japanese Customers ■ Major Global Japanese Customers and Nippon Express Revenue Composition by Region (FY2019) Customer Japan The Americas Europe Other Asia Revenues*1 Nippon Express Japa
Slide 15: Ocean and Air Freight Forwarding Volume Forecast (Reference)
Growth Strategy for Core Businesses (Reference) Business-Oriented Approach FYE Dec 2021 Ocean and Air Freight Forwarding Volume Forecast Progress Ocean Freight 2020 Results 2021 Forecast 2021 Forecast 2023 Target Toward 2023 (Unit: TEU) (A) (B) YoY Growth (B/A) (C) Target (B/C) The Americas 37.5 60.
Slide 16: No information contained in this document is intended to solicit purchase or sale of
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
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