SG Holdings (9143) Company presentation summary
Event summary combining transcript, slides, and related documents.
Company presentation summary
6 Nov, 2026Purpose and strategy
Founded in 1957; the service philosophy “Hikyaku no Kokoro” centers on wholehearted customer service and trust.
Vision: sustain logistics as social infrastructure through sustainable growth, new services and expansion in global and low-temperature logistics.
Aims to provide customer-specific total logistics across production, distribution and consumption, combining delivery, warehousing and global logistics capabilities.
Total logistics capabilities
Five business segments work together across the supply chain in Japan and overseas to provide one-stop logistics solutions.
Services include express delivery, transport management, 3PL, cold-chain logistics, freight forwarding, cross-border e-commerce and reverse logistics.
Supporting capabilities span logistics real estate, vehicle maintenance, IT, staffing, facility logistics, payments and disaster-prevention support.
Scale and footprint
Operations span 45 countries and areas, with 202 companies and 105,764 consolidated employees, including ~20,000 sales drivers.
Network includes 29,648 vehicles and 1,583 locations; major products handled 1,360 million packages in Japan in FY2025.
Latest events from SG Holdings
- Global Logistics growth lifted H1 sales as Delivery costs pressured profit; FY guidance rose.9143
Q2 2027 - FY2024/3 earnings declined; FY2025/3 guidance anticipates recovery amid rising costs.9143
Q4 2024 - Q1 revenue and profit surged, led by Global Logistics, with steady full-year outlook maintained.9143
Q1 2027 - Revenue and profit rose, but equity ratio fell amid acquisitions and buybacks.9143
Q4 2026 - Revenue up, net income down; acquisitions drive growth amid cost and market pressures.9143
Q3 2026 - Revenue up 10.5% YoY, profit down 8.8%; Morrison deal lifts assets, equity ratio falls.9143
Q2 2026 - Full-year revenue and income guidance raised as Logistics outperformed and Morrison consolidated.9143
Q1 2026 - Revenue up 10% YoY; income stable; C&F and Expolanka drive growth amid logistics challenges.9143
Q2 2025 - Q1 revenue and net income increased, with C&F acquisition set to drive future growth.9143
Q1 2025