Nippon Express Holdings, Inc. · TSE:9147
Nippon Express — Investor Day (September 2023)
18 slides from Nippon Express's investor day presentation, Sep 14, 2023
Slide 1: IR Day 2023 Session 2: Global Business Growth Strategy and the PMI System
IR Day 2023 Session 2 Global Business Growth Strategy and the PMI System to Expand Synergies Atsushi Nagashima, Senior Managing Executive Officer Satoshi Otsuji, Executive Officer NIPPON EXPRESS HOLDINGS, INC. September 14, 2023 Copyright © 2023 NIPPON EXPRESS HOLDINGS,INC., All rights reserved.
Slide 2: Today's Agenda
Today's Agenda • Global Business Growth Strategy • Specific Initiatives for Customers (Industries) • Specific Initiatives in Business Focus (Forwarding/Logistics) • The PMI System to Expand and Achieve M&A Synergies 1 September 14, 2023 IR day Copyright © 2023 NIPPON EXPRESS HOLDINGS,INC., All right
Slide 3: Growth Strategy of Global Business: 3-axis approach
Growth Strategy of Global Business ＜Promoting the 3-axis approach＞ FY2023 Headquarter Policy Deliver Your Dynamic Growth GAM…Global Account Management Group of companies promoting account sales on a global scale. (As of September 2023：24 companies) Customer(Industry)-Axis GTA…Global Target Accounts
Slide 4: Establishment of the Global Business Headquarters (GBHQ)
Growth Strategy of Global Business Establishment of the Global Business Headquarters (GBHQ) Eliminate functional overlap between organizations and consolidate and integrate global business execution functions into NXHD Day1 Day2 Consolidate and integrate global business NXHD functions to NXHD NXHD A
Slide 5: Functions and Roles of GBHQ
Growth Strategy of Global Business Functions and Roles of GBHQ • M&A・PMI • Business strategy • Marketing Business • Account management support Foreign National Strategy • Business development General Managers • Sales Strategy GAM／GTA Marketing Sales Strategy • Industrial sales strategy • Synergy of
Slide 6: Forwarding Volume Results
Specific Initiatives in Business Focus (Forwarding) Forwarding Volume Results Figures for results, progress, and differences have been rounded FY2023 Vs. Business Plan 2023 2022 Item Difference YoY (%) Business Plan Targets Jan-Aug Results Jan-Aug Results Targets Progress Expand ocean forwarding bus
Slide 7: Market Analysis and Our Responses in Ocean and Air Forwarding
Specific Initiatives in Business Focus (Forwarding) Market Analysis and Our Responses in Ocean and Air Forwarding We expect some increase in demand during the traditional peak season (Q4) due to the launch of certain consumer goods. However, there are still no signs of recovery in key products such
Slide 8: Expansion of Sales Areas in the Semiconductor Industry
Specific Initiatives for Customers (Industries) Expansion of Sales Areas in the Semiconductor Industry Procurement Production Logistics Sales Logistics Logistics Finished Distribution Suppliers/Storage Storage Space/Front Factories Centers/Import and Space Door Warehouses Export Hubs Heavy Haulage &
Slide 9: Expanding Bases in the Semiconductor Industry
Specific Initiatives for Customers (Industries) (Reference) Expanding Bases in the Semiconductor Industry (Products Handled) ➢ Manufacturing and measuring equipment ➢ Materials handling and tools ・ Develop dedicated warehousing facilities (front door ➢ Device maintenance parts warehouses) in close p
Slide 10: Cultivating Non-Japanese Pharmaceutical Companies: Strengthening Global Structures
Specific Initiatives for Customers (Industries) Making Efforts to Cultivate Non-Japanese Pharmaceutical Companies in the Pharmaceutical/Medical Industry (Strengthening Global Structures) Overseas Network Domestic Network Propelling the Expansion of Overseas Contract Temperature Control Career Manage
Slide 11: Lifestyle Industry Initiatives
Specific Initiatives for Customers (Industries) Lifestyle Industry Initiatives Luxury Market Changes Our Presence in the Expanding Fashion Industry Luxury brands transition to provide a NIPPON EXPRESS HOLDINGS Existing Logistics Services general lifestyle world view ＋ 1 Advanced logistics solutions
Slide 12: Expanding Global Target Customers
Specific Initiatives for Customers (Industries) Expanding Global Target Customers Concentrate sales resources on a global level by re-selecting customers with growth potential GAM…Global Account Management 2023 Group of companies promoting ・Customers with particularly account sales on a global scale
Slide 13: Strengthening Global Sales Structure Through Cooperation With Each Region
Specific Initiatives for Customers (Industries) Strengthening Our Global Sales Structure Through Cooperation With Each Region (Diagram of sales structure for global customers with US Region GBHQ ・Recognition of headquarters in the U.S.) common issues Chief Managing Officer / Regional MD = Sales Head
Slide 14: Progress of End-to-End (E2E) Solution Initiatives
Specific Initiatives in Business Focus (Logistics) Progress of End-to-End (E2E) Solution Initiatives E2E Logistics Solution Development ⇒ Lead Logistics Provider (LLP) ➢ Behind Our (1) Building E2E solutions and providing new customer value are essential to expand business Initiatives (2) Our Europe
Slide 15: Business Synergies with cargo-partner
The PMI System to Expand and Achieve M&A Synergies Business Synergies with cargo-partner: New Growth Areas From Joining the NX Group (1) Supplement logistics infrastructure in Central and Eastern Europe (2) Strengthen response to logistics demand between Europe and Asia (3) Strengthen competitivenes
Slide 16: Business Synergies with Tramo
The PMI System to Expand and Achieve M&A Synergies Business Synergies with Tramo: New Growth Areas From Joining the NX Group (1) Acquire functions such as pickup and delivery optimal for high-end furniture (intra-European land transportation, international transportation, U.S. deliveries, etc.) (2)
Slide 17: Schematic Diagram of PMI Promotion System
The PMI System to Expand and Achieve M&A Synergies Schematic Diagram of PMI Promotion System (1) Synergy creation (sales strategy and strategic planning, direction, and support for each business) Global Business Headquarters (GBHQ) (2) Reorganization (organization and bases) (3) Strategic investment
Slide 18: sale of the Company’s shares. document are based on the Company’s assumptions, judgments and
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 2023) on 6ix