ENVALITH
キムラユニティー株式会社 logo

KIMURA UNITY CO.,LTD.

9368Standard MarketWarehousing & Harbor Transportation Services

キムラユニティー株式会社 logo
KIMURA UNITY CO.,LTD.9368

Logistics Services Business

Core business accounting for approximately 71% of group revenue. Provides packaging, packing, and storage equipment products both domestically and overseas.

PeriodCurrentPreviousChange
Revenue (including intersegment internal sales)¥45,876 million¥43,151 million
Operating Income¥4,991 million¥4,932 million
Segment Assets¥29,450 million¥30,009 million
Depreciation¥1,381 million¥1,497 million
Increase in Tangible and Intangible Fixed Assets¥986 million¥902 million
Impairment Loss¥236 million¥0 million

Business Details

A business centered on Packaging, Packing & Warehousing Operations and Storage Equipment Manufacturing. In the domestic packaging business, automobile manufacturers led by Toyota Motor Corporation are the main customers. Overseas, the group operates joint ventures and subsidiaries in China (Guangzhou Guangqi Kimura Shinwa Warehouse Co., Ltd. and Tianjin Kimura Shinwa Logistics Co., Ltd.), the United States (KIMURA, INC.), Brazil, Thailand, Mexico, and other locations. The company is advancing the provision of high-value-added services through the fusion of "logistics services + IT." In FY2026 (ending March 2026), domestic sales expansion and increased orders in the storage equipment business drove increases in both revenue and profit.

Recent Overview

Increases in domestic sales expansion and storage equipment revenue drove growth in both revenue and profit, but an impairment loss was recorded due to reorganization of the overseas subsidiary.

In FY2026 (ending March 2026), sales expansion at new domestic logistics sites and increased order volumes from major customers in the storage equipment business drove revenue of ¥45,876 million (up 6.3% year on year) and operating income of ¥4,991 million (up 1.2% year on year). Meanwhile, the company recorded an impairment loss of ¥236 million as an extraordinary loss related to the review of right-of-use assets accompanying the reorganization of the logistics division of U.S. subsidiary KIMURA, INC. Chinese subsidiary Tianjin Kimura Shinwa Logistics Co., Ltd. withdrew from its Tianjin warehouse and newly established Changshu Kimura Logistics Co., Ltd. (business commencement scheduled for June 2026). For FY2027 (ending March 2027), the company forecasts revenue of ¥46,200 million (up 0.7% year on year) and operating income of ¥5,100 million (up 2.2% year on year).

Key Products

service
Packaging, Packing & Warehousing Operations

The core of domestic logistics services, with automobile manufacturers such as Toyota Motor Corporation as the main customers. Packaging revenue for FY2026 (ending March 2026) was ¥40,832 million (up 4.6% year on year). Sales expansion progressed due to the launch of new sites and increased order volumes from major customers.

product
Storage Equipment Manufacturing

Manufactures and sells dedicated storage equipment used for transporting and storing automotive parts. Storage equipment product revenue for FY2026 (ending March 2026) rose sharply to ¥5,043 million (up 23.1% year on year), mainly due to increased order volumes from major customers.

service
Overseas Logistics Services

Overseas logistics services are centered on China (Guangzhou, Tianjin) and the United States (KIMURA, INC.). In FY2026 (ending March 2026), reorganization was carried out following the withdrawal of the Chinese subsidiary from its Tianjin warehouse, and the logistics division of the U.S. subsidiary was also restructured. Overseas subsidiary revenue contracted to ¥9,739 million (down 7.6% year on year).

Growth Drivers

  • Steady progress of new sites in the domestic logistics division and increased order volumes from major customers such as Toyota Motor Corporation
  • Expanded orders from major customers in the storage equipment business (up 23.1% year on year in FY2026, ending March 2026)
  • Strengthened comprehensive customer proposals and deployment of high-value-added services through the fusion of "logistics services + IT"
  • Improved profit margins through the continued promotion of on-site profitability improvement activities
  • Rebuilding of the China business through the launch of a new site in China (Changshu Kimura Logistics Co., Ltd.)

Risks

  • Risk of business performance fluctuation during the transition period accompanying the reorganization of the Chinese subsidiary (withdrawal from Tianjin, establishment in Changshu)
  • Uncertainty regarding earnings recovery following the reorganization of the logistics division at U.S. subsidiary KIMURA, INC.
  • Risk of production fluctuations in the automobile industry due to U.S. trade policy and tariff issues
  • Cost pressure from persistently high raw material and energy prices and rising wages
  • Risk to the maintenance of on-site operations due to labor shortages and an aging workforce
  • Impact on overseas subsidiaries' performance from exchange rate fluctuations (yen depreciation, Chinese yuan, U.S. dollar)

Last updated: June 17, 2026