Sakai Moving Service Co.,Ltd.

Business Details

This segment is operated by the general motor truck transportation business (moving transport), primarily handled by Sakai Moving Service Co., Ltd. itself and its consolidated subsidiaries. It maintains locations across all prefectures and serves both individual and corporate customers. As the core segment accounting for approximately 84% of the Group's consolidated net sales, it also serves as a source of synergy for moving-related businesses such as electrical work, cleaning services, and reuse. Rising per-unit moving prices and an increase in the number of moving jobs are driving revenue growth.

Recent Overview

Net sales rose 1.9% YoY on strong performance, though profit declined slightly due to cost increases.

In FY2026 (ending March 2026), net sales (external customers) for the Moving Business were ¥105,358 million (up 1.9% YoY). The number of moving jobs was 825,134 (up 0.8% YoY), and the moving unit price also rose 1.1% YoY, resulting in strong net sales performance. On the other hand, segment profit declined slightly to ¥11,441 million (down 0.3% YoY). Increased costs associated with improving employee retention and strengthening recruitment, as well as increased shareholder benefit program costs due to a growing number of individual shareholders, weighed on profit. Reflecting the strength of the Moving Business, the moving-related businesses of each subsidiary also increased their net sales.

Key Products

Growth Drivers

• Sales boost from the continued rise in moving unit prices (+1.1% YoY in FY2026, ending March 2026)
• Scale expansion from an increase in the number of moving jobs (825,134 in FY2026, ending March 2026, up 0.8% YoY)
• Steady corporate demand (BtoB and BtoG) and strengthened entry into new areas
• Synergy creation with ancillary businesses such as electrical work, cleaning services, and reuse, driven by the strength of the Moving Business
• Improved order processing capacity through productivity improvement measures such as remote estimates and estimate automation

Risks

• Risk that rising costs such as personnel and labor expenses (increased spending on improving employee retention and strengthening recruitment) will squeeze profit margins
• Market contraction risk due to a slight downward trend in new housing starts and the number of people relocating
• Risk of constraints on the number of moving jobs due to overtime work limits for truck drivers (the "2024 problem")
• Downward pressure on moving unit prices due to intensifying price competition with industry peers
• Impact on personal consumption and moving demand from rising energy prices and inflation associated with tensions in the Middle East, etc.