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Nippon Express Holdings (9147) investor relations material
Nippon Express Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 FY2025 revenue rose 1.8% year-over-year to ¥1,271.9 billion, mainly from the Simon Hegele acquisition and solid air and ocean freight performance.
Operating income surged 50.7% to ¥28.7 billion, rebounding from prior-year impairment losses, but profit attributable to owners fell 24.2% to ¥8.6 billion due to higher logistics costs and increased income tax paid.
Comprehensive income turned negative at ¥(5.2) billion, mainly due to adverse foreign exchange impacts.
Logistics demand remained sluggish, but Japan segment profit increased, offsetting overseas softness.
Financial highlights
Consolidated segment income (business profit) reached ¥31.9 billion, up 25.7% year-over-year.
Gross profit for the six months was ¥115.9 billion, up 9.3% year-over-year, with a gross margin of 9.1%.
Q2 operating income was ¥28.7 billion, up ¥9.6 billion year-over-year.
Q2 profit attributable to owners was ¥8.6 billion, down ¥2.7 billion year-over-year; basic EPS was ¥33.75, down from ¥43.20.
Cash and cash equivalents decreased by ¥57.6 billion to ¥193.7 billion compared to year-end 2024.
Outlook and guidance
FY2025 revenue forecast is ¥2,600.0 billion, up 0.9% year-over-year; operating income forecast is ¥70.0 billion, up 42.6%; profit attributable to owners forecast at ¥40.0 billion, up 26.1%.
Forecasts were revised downward from previous guidance due to high logistics costs, increased personnel expenses, and weaker international logistics demand amid U.S. tariff and Middle East uncertainties.
ROE and ROIC targets for FY2025 are 4.8% and 4.2%, respectively.
Recovery in international logistics demand is expected to be gradual, with cost controls in place.
Second Career Support program's financial impact is not yet included in forecasts.
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