)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Mitsubishi Logistics
Mitsubishi Logistics (9301) investor relations material
Mitsubishi Logistics Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary30 Oct, 2026
Business plan execution
Strategies under the 2025–2030 plan are progressing steadily, with M&A, asset turnover and logistics–real estate synergies advancing the path to MLC2030.
FY2030 ROE target is 10%+.
Logistics growth
Aim to more than double logistics earnings from FY2024 levels; target a 6.9% profit margin, up 1.2pt vs. FY2024.
Leased warehouse space in Japan increased by 65,078 m² vs. FY2024 as of Sep. 2026; H1 FY2026 category profit was ¥5.6bn against a ¥29.0bn target.
New contracts included machinery above ¥1.0bn, consumer above ¥2.0bn and another consumer contract above ¥1.0bn; priority cargo includes cold chain, pharmaceuticals, semiconductors and region-specific sectors.
Organizational changes, centralized transport management, customer-level profitability analysis and market-based pricing are intended to improve efficiency and pricing discipline.
Real estate and asset turnover
Asset-turnover investments approved through Sep. 2026 totaled ¥68.2bn across 22 projects: ¥24.0bn in direct acquisitions and ¥44.2bn in SPC investments.
More than ¥15.0bn in asset-turnover profit is expected, mainly from FY2028 onward, over ¥6.0bn above plan including property operating income.
Planned annual investment: Japan ¥15.0bn in FY2025–FY2026 and ¥25.0bn from FY2027; overseas ¥5.0bn and ¥15.0bn, respectively; target after-tax IRR above 6–7% WACC, subject to project factors.
Asset management targets AUM of ¥80bn by FY2030 and over ¥100bn from FY2031; first ¥30.0bn fund planned for FY2027.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Mitsubishi Logistics
- Revenue and operating profit rose as net income fell and full-year profit forecasts were cut.9301
Q2 2027 - Revenue up 2.9% year-over-year, but net profit dropped 67.3% on lower investment gains.9301Q1 2027
- Growth strategy targets higher ROE, global expansion, and increased shareholder returns.9301Investor presentation
- Net profit soared on extraordinary gains, while guidance targets growth and higher dividends.9301Q4 2026
- Net profit surged 89% to ¥42.2bn on investment securities gains despite lower revenue.9301Q3 2026
- Net profit soared on investment gains despite weaker core operations and lower outlook.9301Q2 2026
- Revenue up, operating profit down, net income jumps on asset sales; guidance unchanged.9301Q2 2025
- Net profit surged 45.3% on investment gains, with steady revenue growth and capital returns.9301Q1 2026
- Profit attributable to owners surged 135% despite lower operating income and higher revenue.9301Q1 2025
Next Mitsubishi Logistics earnings date
Q3 20271 Feb, 2027
Mitsubishi Logistics
Next Mitsubishi Logistics earnings date
Q3 20271 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Mitsubishi Logistics Corporation is a Japan-based company specializing in logistics and real estate services. The company provides a wide range of logistics solutions, including warehousing, transportation, and distribution services. It also offers cold storage and cargo handling for various industries, such as pharmaceuticals and food products. In addition to logistics, the company operates a real estate business, which includes the leasing and management of commercial and residential properties. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.