SANKYU INC.
9065・Prime Market・Land Transportation
Logistics Business
Core segment accounting for approximately 47% of Sankyu's revenue, providing comprehensive logistics services domestically and internationally
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (external customers) | ¥295,256 million | ¥295,564 million (prior period) | ↓ |
| Segment profit | ¥9,826 million | ¥9,681 million (prior period) | ↑ |
| Segment assets | ¥280,182 million | ¥274,173 million (prior period) | ↑ |
| Depreciation and amortization | ¥14,258 million | ¥13,758 million (prior period) | ↑ |
| Increase in property, plant, equipment and intangible assets | ¥17,438 million | ¥27,681 million (prior period) | ↓ |
Business Details
Provides port transport, marine transport, warehousing, general freight trucking, import/export customs clearance, and in-plant logistics (3PL) both domestically and internationally. Targets primarily the steel, chemical, and electrical/electronics industries, with major manufacturing clients including Nippon Steel Corporation. Domestically, the segment is expanding chemical products logistics and revising unit prices, while overseas it operates bases in Singapore, Thailand, Saudi Arabia, China, and other locations. The segment is pursuing improved profitability through cost structure reform and negotiations to secure appropriate pricing.
Recent Overview
Revenue was roughly flat, while segment profit improved year-on-year, indicating improved profitability
In FY2026 (ending March 2026), Logistics Business revenue (external customers) was ¥295,256 million, a slight decrease from the prior period (¥295,564 million), while segment profit improved to ¥9,826 million from ¥9,681 million in the prior period. Segment assets increased to ¥280,182 million (post-correction). Fixed asset investment declined significantly year-on-year, suggesting a shift from the investment phase to the profit-recovery phase. Note: these figures are the finalized values following the May 26, 2026 correction to the financial results summary (reflecting correction of overstated accounts receivable/payable).
Key Products
Growth Drivers
- Progress in negotiations to secure appropriate pricing and implementation of price increases both domestically and internationally
- Acquisition of new customers and deepening of existing business areas centered on the steel, chemical, and electrical/electronics industries
- Commencement of new overseas operations centered on the Middle East and India, and expansion of overseas business
- Cost structure reform and productivity improvement through digitalization and labor-saving initiatives
- Improvement of business quality through consolidation of low-profitability sites and withdrawal from unprofitable operations
Risks
- Continued sluggish transport operations for automotive parts and consumer goods due to weak domestic demand in China
- Rising labor costs due to labor shortages and wage increases affecting consumption and logistics-related operations
- Decline in domestic project transport orders, ocean container handling volume, and warehouse operations
- Supply chain volatility due to tariff issues and heightened geopolitical risk
- Risk of declining competitiveness due to delays in DX transformation
Last updated: June 25, 2026