Nippon Express Holdings, Inc. · TSE:9147
Nippon Express — Investor Day (September 2025)
12 slides from Nippon Express's investor day presentation, Sep 22, 2025
Slide 1: IR Day 2025 Session 1: Initiatives of the management plan
IR day2025 Session1 「The initiatives of the management plan to achieve the long-term vision」 XXX： NIPPON EXPRESS HOLDINGS,INC. September 22 , 2025
Slide 2: IR Day 2025 Today's agenda
IR Day2025 Today's agenda ●Session1:The initiatives of the management plan to achieve the long-term vision 13：00～14：00 NIPPON EXPRESS HOLDINGS, Inc President, Chief Executive Officer and Representative Director Satoshi Horikiri Managing Director Hideshi Otsuki NIPPON EXPRESS Co., LTD President, Chie
Slide 3: Initiatives to Improve Corporate Value - February 2025 Update
Initiatives to Improve Corporate Value - February 2025 Update - Future Initiatives Strengthening Our Approach to Improving Corporate Value 2026 Targets ROE 8.0% or More > Cost of Shareholders' Equity 7.4% 2024 Focus on Securing Equity Spread 2024 and Beyond (Interim) Cumulative Results and （Results）
Slide 4: Initiatives to Achieve Operating Income of ¥100 Billion in FY2026
Initiatives to Achieve Operating Income of ¥100 Billion in FY2026 FY2025 Full-Year ¥61 billion Operating Income Full-Year Forecast ※Disclosed on September 17, 2025; includes a ¥9 billion loss related to second career support. Initiatives to Achieve Operating Income of ¥100 Billion 1. Grow business p
Slide 5: Approach 1. Grow Business Profit
Approach 1. Grow Business Profit ➢ Accelerate Growth in the Global Market (1) Advance global account management Logistics Business growth based on customer (2) Offer end-to-end solutions for customer supply chains orientation and supply chain (3) Expand forwarding volume perspective (4) Expand busin
Slide 6: Expanding Business Profits - Rebuild Businesses in Japan
Approach 1: Expanding Business Profits - Rebuild Businesses in Japan Transform Into a More Continue to Enhance Domestic (1) (2) (3)Ongoing Transformation and Review Customer-Oriented Company Businesses in Japan of Business Infrastructure Establish an Account Management Structure Initiatives to Impro
Slide 7: Grow Business Profit: Rebuilding Our Businesses in Japan
Approach 1. Grow Business Profit: Rebuilding Our Businesses in Japan Kanto Koshinetsu, Chubu, Kansai Hokkaido, Tohoku, Chugoku, Shikoku, Kyushu Business focus and customer focus In-house company system unit structure Improve profitability and Maximize profits as sales increase capital efficiency Set
Slide 8: Approach 2. Control Costs
Approach 2. Control Costs Recent Consolidated Results (100 million yen) FY2028 Plan Forecast Plan Targets Group Total FY2024 FY2025 FY2026 FY2027 FY2028 ・Revenue: ¥3 trillion Revenue 25,776 26,000 ・・・・ ・・・・ 30,000 ・Business profit: ¥150 billion Gross Profit 2,216 2,350 ・・・・ ・・・・ 3,000 ・・・・ ・・・・ ・Bus
Slide 9: Approach 2. Control Costs: Indirect Cost Reduction Targets
Approach 2. Control Costs Setting Indirect Cost Reduction Targets Target: Plan to reduce SG&A expenses by ¥18 billion by FY2028 vs FY2024 levels • Expand centralized administrative processing through shared services and enhance productivity through DX • Eliminate overlapping functions and operations
Slide 10: Approach 2. Support Second Careers
Approach 2. Support Second Careers Results of the Nippon Express Co., Ltd. Second Career Support Program Announced July 18, 2025 1. Second Career Support Program Overview (1) Eligible employees: Those who meet the specified recruitment criteria in terms of position, age, years of service, and other
Slide 11: Approach 3. Sell Land: Concentrating on Core Businesses
Approach 3. Sell Land: Concentrating on Core Businesses by Replacing Assets Status of Real Estate Sale Review ✓ Listed properties with market-value ROIC below 5% and largely finished selecting potential properties for sales worth ¥50 billion ✓ Expand list of properties identified for sale to raise t
Slide 12: 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
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