Nippon Express Holdings, Inc. · TSE:9147
Nippon Express — Investor Presentation (August 2020)
8 slides from Nippon Express's investor presentation, Aug 26, 2020
Slide 1: IR Presentation Materials Session 3: Corporate Strategy, Finance, M&A, and Governance
IR Presentation Materials Session 3 Corporate Strategy Finance, M&A, and Governance Takashi Masuda, Director and Executive Officer August 26, 2020 Nippon Express Co., Ltd.
Slide 2: Initiatives Toward Improved Capital Efficiency
Initiatives Toward Improved Capital Efficiency (1) Improved asset efficiency Greater use of ROIC management throughout the group, etc. (budgets, employee education) (2) Slim down balance sheet Reorganize Nippon Express distribution centers for liquidity, etc. (Mizonokuchi Distribution Center, pharma
Slide 3: Initiatives Toward Improved Capital Efficiency
Initiatives Toward Improved Capital Efficiency Generate Cash Ｍ&Ａ Return to Capital Investment Shareholders 100% investment in U.S. Execution of capital policies ・Dividend payout ratio 30% or more pharmaceutical shipping company ・Total return ratio 50% or more (scheduled for September) (2019 to 2023
Slide 4: M&A Strategy (Toward Achieving Our Long-Term Vision)
M&A Strategy (Toward Achieving Our Long-Term Vision) (1) M&A policy • M&A for ～ “Dynamic Growth” ～ ⇒Growing into a global mega-forwarder (secure global network, management foundation, non-Japanese customers, etc.) (2) M&A history (since 2011) Company Name Region Acquisition Date AGS The Americas Mar
Slide 5: M&A Strategy (Toward Achieving Our Long-Term Vision)
M&A Strategy (Toward Achieving Our Long-Term Vision) (3) Initiatives to create synergies through M&A • Global rollout of comprehensive logistics service in the luxury apparel industry ☑Merged three companies in Italy in January 2020 (Nippon Express Italia, FrancoVago, Traconf) ⇒cost reductions • Bui
Slide 6: M&A Strategy: Global Forwarder Rankings Top 10
M&A Strategy (Toward Achieving Our Long-Term Vision) Global Forwarder Rankings Top 10 FY18 No.7 FY19 No.6 Rank Head Corporate Total revenues Ocean transportation Air transportation office (¥100 million)* (TEU) (metric tons) Rank Head Corporate Total revenues Ocean transportation Air transportation o
Slide 7: Evolution in Global Governance
Evolution in Global Governance ●Investigate organization restructuring to strengthen group management Investigation objectives Future defined in our A logistics company with a strong Long-Term Vision presence in the global market A. and B., below, are essential for achieving this vision B. Strengthe
Slide 8: No information contained in this document is intended to solicit purchase or sale
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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