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Investor Relations14 Oct 2025
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SG Holdings (9143) investor relations material
SG Holdings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary8 Aug, 2025
Executive summary
Q1 FY2026/3 consolidated results progressed as planned, with income slightly above plan despite a YoY decrease due to upfront costs in Delivery Business.
Operating revenues rose 9.8% YoY to ¥367.4B, but net income attributable to owners fell 18.2% to ¥10.1B for the quarter ended June 30, 2025.
Operating income declined 10.5% YoY to ¥17.4B, and comprehensive income dropped 44.2% YoY to ¥9.1B.
Delivery saw a positive YoY package trend from June; BtoB recovering, BtoC still down, but average unit price increased.
Logistics and Global Logistics outperformed expectations, with Global Logistics turning a planned deficit into a profit.
Financial highlights
Q1 FY2026/3 operating revenue ¥367.4B (+9.8% YoY), operating income ¥17.4B (-10.5% YoY), net income ¥10.1B (-18.2% YoY).
Basic net income per share was ¥16.69, down from ¥19.83 YoY.
Total assets increased to ¥1,153.6B, up ¥113.0B from March 31, 2025, mainly due to the Morrison acquisition.
Equity ratio decreased to 45.3% from 55.8% YoY.
Cash flows from operating activities ¥30.2B; investing activities outflow ¥133.9B, mainly due to Morrison acquisition.
Outlook and guidance
Full-year FY2026/3 operating revenue forecast revised upward to ¥1,653.0B (+12% YoY); operating income to ¥92.0B (+5% YoY).
Morrison's results to be consolidated from Q2; net income forecast unchanged at ¥57.0B.
Dividend per share raised by ¥1 to ¥53.
Segment forecasts: Global Logistics revenue revised up by 10% to ¥340B; Logistics revised down by 3.3%.
Guidance incorporates extraordinary loss from RUNBOW equity transfer but expects no major impact on net income.
Why did Morrison Express become a subsidiary?
Explain the revision to the earnings forecast.
How does the 2024 problem affect logistics?
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Next SG Holdings earnings date
Q2 20267 Nov, 2025
Next SG Holdings earnings date
Q2 20267 Nov, 2025
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Frequently asked questions
SG Holdings Co., Ltd. is a logistics company operating primarily in Japan but also on an international scale. The company's business activities are diversified across delivery, logistics, real estate, and other sectors. SG Holdings offers a wide range of services including domestic and international delivery services, logistics solutions that encompass warehouse storage, needle and product inspection, and logistics processing, as well as sea, air, and land transportation. Additionally, the company provides international transport, customs clearance, and regional transport and delivery services. Beyond logistics and delivery, SG Holdings is involved in the operation, management, and leasing of real estate facilities, engages in the solar energy business, develops and maintains IT systems, operates a temporary staffing business, and runs a casualty insurance agency for transport operations and truck fuel sales. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.
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