NANSO Transport Co.,Ltd.
9034・Standard Market・Land Transportation
Motor Truck Transportation Business
The core segment of Nansō Un'yu. Handles chartered and consolidated freight transportation by cargo truck.
| Period | Current | Previous | Change |
|---|---|---|---|
| Operating revenue from external customers (full year) | ¥7,056 million | ¥6,570 million | ↑ |
| Segment total operating revenue (including intersegment) | ¥7,072 million | ¥6,584 million | ↑ |
| Segment profit (operating income) (full year) | ¥575 million | ¥555 million | ↑ |
| Operating margin (full year) | 8.1% | 8.4% | ↓ |
| Depreciation expense (full year) | ¥441 million | ¥270 million | ↑ |
| Operating revenue from major customer (Japan Foods) | ¥1,779 million | ¥1,751 million | ↑ |
Business Details
The core business of the Nansō Un'yu Group, providing chartered and consolidated freight transportation using cargo trucks. It handles product transportation from customer factories and delivery of parcel shipments, forming the core of total logistics in coordination with the Warehousing Business and Ancillary Business. Its major customer is Japan Foods Corporation (operating revenue of ¥1,779 million in the current consolidated fiscal year), and operating revenue to external customers for FY2026 (ending March 2026) was ¥7,056 million, representing approximately 42.8% of total company operating revenue of ¥16,499 million, making it the largest segment.
Recent Overview
Transportation operations remained solid, achieving 7.4% revenue growth and 3.6% profit growth year-on-year.
In the Motor Truck Transportation Business for FY2026 (ending March 2026), transportation operations remained solid, resulting in segment total operating revenue of ¥7,072 million (up ¥488 million, or 7.4%, year-on-year) and segment profit of ¥575 million (up ¥20 million, or 3.6%, year-on-year). Depreciation expense increased substantially from ¥270 million in the prior period to ¥441 million, reflecting continued growth in capital expenditure. Operating revenue from the major customer Japan Foods also increased by ¥28 million year-on-year to ¥1,779 million.
Key Products
Growth Drivers
- Steady growth in transportation operations, contributed to by new customer development and expanded transactions with existing customers
- Expanded sales of one-stop services through the Total Logistics business (integrated provision of freight transportation, warehousing, and ancillary services)
- Continued expansion of transactions with major customers such as Japan Foods Corporation (operating revenue of ¥1,779 million for the current period)
- Development and provision of new logistics services through DX and cost containment through improved transportation efficiency
- Advancement of price pass-through of cost increases to freight rates
Risks
- Increased operating costs due to persistently high energy prices (diesel fuel and electricity charges)
- Rising driver labor costs and operational constraints due to labor shortages in response to the "2024 Logistics Problem"
- Risk of declining domestic freight volume and sluggish cargo movement due to economic downturn
- Crude oil price increases and supply chain disruption caused by geopolitical risks such as the Middle East situation
- Downward pressure on profit margin due to a substantial increase in depreciation expense (up ¥171 million year-on-year)
Last updated: June 25, 2026