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Mitsubishi Logistics (9301) investor relations material
Mitsubishi Logistics Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2025 marked the launch of a new business plan (2025–2030), focusing on management platform reinforcement, overseas expansion, and entry into grid-connected battery storage.
Organizational realignment, asset valuation, and IR initiatives were prioritized.
Overseas operations expanded with new subsidiaries and facilities in India, Thailand, Malaysia, and the U.S.
Revenue for the year ended March 31, 2026, was ¥273,446 million, down 3.7% year-over-year.
Profit attributable to owners of parent rose 71.9% to ¥54,773 million year-over-year, driven by extraordinary gains.
Financial highlights
FY2025 revenue was ¥273.4bn, down 4% year-over-year; operating profit fell 22% to ¥15.9bn.
Ordinary profit rose 15.8% to ¥21,563 million year-over-year.
Net profit surged 72% to ¥54.7bn, driven by gains from cross-shareholding sales.
ROE rose to 14.5% (+6.3% YoY), while ROA increased to 8.7% (+3.7% YoY).
Equity ratio remained strong at 59.3%.
Outlook and guidance
FY2026 revenue forecast is ¥280.0bn (+2.4% YoY), with operating profit expected at ¥17.5bn (+1.5bn YoY).
Net profit is forecast to decline to ¥23.0bn due to lower gains on investment securities.
Annual dividend to increase to ¥44 per share (3.3% yield).
Continued investment in asset turnover and grid electricity storage businesses.
- Net profit surged 89% to ¥42.2bn on investment securities gains despite lower revenue.9301
Q3 202630 Jan 2026 - Net profit soared on investment gains despite weaker core operations and lower outlook.9301
Q2 202611 Nov 2025 - Revenue up, operating profit down, net income jumps on asset sales; guidance unchanged.9301
Q2 202515 Aug 2025 - Net profit surged 45.3% on investment gains, with steady revenue growth and capital returns.9301
Q1 202631 Jul 2025 - Profit attributable to owners surged 135% despite lower operating income and higher revenue.9301
Q1 202513 Jun 2025 - Revenue and profit rose, but ordinary and comprehensive income declined.9301
Q4 20256 Jun 2025 - Net income fell despite higher revenue, as impairment losses weighed on results.9301
Q3 20256 Jun 2025
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