9025
Konoike Transport Co.,Ltd.
鴻池運輸株式会社
Land Transportation
Konoike Transport Co.,Ltd. engages in logistics business in Japan and internationally. The company also provides value-added services in the steel industry; repair and maintenance services of manufacturing facilities; design, creation, and processing of plant equipment, as well as installation and maintenance work; receiving and preparing raw materials, packaging, and equipment inspection; temperature-controlled logistics services; and support services at airports. In addition, it is involved in contract operations of maintenance, construction, and manufacture of chemicals, gases, and housing facilities; storage and distribution of various materials, general apparel merchandise, and daily necessities; refurbishment and coating of industrial air conditioners; provision of renewable energy services; transportation of industrial gas tank trucks and machine tools; inspection, maintenance, and mechanic support for imported automobiles; manufacture and sale of frozen fishery processed foodstuff. Further, the company engages in the import/export cargo warehousing and transportation of cargo; railway transportation of containers and automobiles; cleaning and sterilization outsourcing of medical devices; contracting operations of in-hospital logistics; operating room assistance; sales of various systems; and provision of management support and other services. Konoike Transport Co.,Ltd. was founded in 1880 and is headquartered in Osaka, Japan.
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Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥345.0B
¥315.0B
¥311.8B
¥301.4B
Cost of Sales
¥304.7B
¥281.1B
¥283.8B
¥275.5B
Gross Profit
¥40.3B
¥33.9B
¥28.1B
¥25.8B
SG&A
¥18.9B
¥17.3B
¥14.8B
¥15.6B
Operating Income
¥21.4B
¥16.6B
¥13.2B
¥10.3B
Non-Operating Income
¥1.1B
¥1.4B
¥1.6B
¥2.3B
Dividend Income
¥418M
¥457M
¥458M
¥314M
Interest Income
¥245M
¥162M
¥97M
¥65M
Non-Operating Expenses
¥1.2B
¥993M
¥583M
¥785M
Interest Expense
¥373M
¥284M
¥269M
¥299M
Ordinary Income
¥21.3B
¥17.0B
¥14.3B
¥11.8B
Pre-tax Income
¥20.9B
¥17.2B
¥13.8B
¥12.0B
Income Taxes
¥6.3B
¥5.7B
¥5.4B
¥4.2B
Current Tax
¥6.7B
¥6.2B
¥5.7B
¥4.7B
Deferred Tax
¥-459M
¥-498M
¥-368M
¥-515M
Net Income (owners)
¥14.1B
¥11.3B
¥8.3B
¥8.0B
Minority Interest
¥539M
¥113M
¥94M
¥-179M
Comprehensive Income
¥17.7B
¥14.7B
¥12.4B
¥9.9B
EBITDA
¥30.5B
¥25.0B
¥21.5B
¥18.8B
Goodwill Amort. (J-GAAP)
¥308M
¥231M
¥231M
¥279M
EPS
¥264.81
¥214.05
¥156.74
¥151.33
Shares Outstanding
53.1M
53.0M
53.0M
52.9M
Shares Issued (total)
57.0M
57.0M
57.0M
57.0M
Treasury Shares
3.9M
3.9M
4.0M
4.0M
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥289.7B
¥277.1B
¥266.0B
¥257.8B
Current Assets
¥140.1B
¥138.2B
¥132.3B
¥123.9B
Cash & Deposits
¥66.4B
¥70.0B
¥69.4B
¥59.1B
Trade Receivables
¥67.1B
¥62.2B
¥57.6B
¥59.7B
Non-Current Assets
¥149.6B
¥138.9B
¥133.8B
¥133.9B
PP&E
¥112.3B
¥105.5B
¥101.9B
¥102.6B
Goodwill
¥2.6B
¥1.3B
¥1.6B
¥1.8B
Intangible Assets
¥6.8B
¥5.4B
¥6.1B
¥6.0B
Investment Securities
¥13.0B
¥13.6B
¥12.6B
¥12.3B
Deferred Tax Assets
¥5.8B
¥5.7B
¥5.6B
¥5.7B
Total Liabilities
¥139.3B
¥141.0B
¥142.2B
¥144.5B
Current Liabilities
¥63.9B
¥61.9B
¥52.5B
¥51.0B
Accounts Payable
¥16.2B
¥14.8B
¥15.1B
¥17.6B
ST Debt
¥8.3B
¥5.6B
¥10.5B
¥7.6B
Taxes Payable
¥3.3B
¥3.4B
¥3.5B
¥2.7B
Non-Current Liabilities
¥75.3B
¥79.1B
¥89.7B
¥93.5B
Total LT Borrowings
¥44.1B
¥49.1B
¥60.7B
¥64.1B
Pension Obligations
¥20.6B
¥22.2B
¥21.2B
¥21.5B
Deferred Tax Liab.
¥668M
¥612M
¥581M
¥492M
Total Equity
¥150.4B
¥136.1B
¥123.8B
¥113.3B
Capital Stock
¥1.7B
¥1.7B
¥1.7B
¥1.7B
Capital Surplus
¥1.9B
¥1.9B
¥1.9B
¥1.9B
Retained Earnings
¥140.5B
¥130.2B
¥121.2B
¥114.6B
Treasury Stock
¥-6.3B
¥-6.4B
¥-6.5B
¥-6.6B
AOCI
¥9.0B
¥5.9B
¥2.9B
¥-667M
Equity (owners)
¥137.8B
¥127.4B
¥118.4B
¥111.6B
Minority Interests
¥3.6B
¥2.8B
¥2.5B
¥2.4B
Total Interest-Bearing Debt ⓘ
¥52.4B
¥54.8B
¥71.2B
¥71.7B
Net Cash ⓘ
¥14.0B
¥15.3B
¥-1.9B
¥-12.6B
NCAV ⓘ
¥851M
¥-2.8B
¥-10.0B
¥-20.6B
NCAV/Share
¥16
¥-53
¥-188
¥-389
BV/Share
¥2,596
¥2,402
¥2,234
¥2,109
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥23.5B
¥17.7B
¥18.8B
¥16.7B
Interest Paid
¥-336M
¥-281M
¥-267M
¥-306M
Interest Received
¥653M
¥566M
¥507M
¥357M
D&A
¥8.8B
¥8.1B
¥8.0B
¥8.2B
Goodwill Amort.
¥308M
¥231M
¥231M
¥279M
Investing CF
¥-17.0B
¥-7.8B
¥-5.8B
¥-6.4B
CapEx
¥9.2B
¥7.7B
¥4.5B
¥7.9B
Purchase Investments
¥-25M
¥-144M
¥-43M
¥-101M
Proceeds from Invest.
¥1.9B
¥1.2B
¥62M
¥1.7B
Financing CF
¥-12.9B
¥-9.9B
¥-3.5B
¥-15.4B
Dividends Paid
¥-4.0B
¥-2.5B
¥-1.9B
¥-1.2B
LT Debt Repaid
¥-242M
¥-719M
¥-320M
¥-1.6B
Free Cash Flow
¥14.3B
¥10.0B
¥14.2B
¥8.8B
Net Change in Cash
¥-5.8B
¥465M
¥10.0B
¥-4.8B
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
10.0%
8.9%
7.1%
7.5%
ROA
5.0%
4.2%
3.2%
3.1%
EPS
¥264.81
¥214.05
¥156.74
¥151.33
DPS
¥96.00
¥65.00
¥42.00
¥29.00
BPS
¥2,765.56
¥2,512.72
¥2,289.00
¥2,096.38
FCF/Share
¥270
¥189
¥269
¥166
NCAV/Share
¥16
¥-53
¥-188
¥-389
Payout Ratio
36.3%
30.4%
26.8%
19.2%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 1
Date Activist Stake Event Flag Demands Source
2025-06-20
Sumitomo Mitsui DS Asset Management Company, Limited
6.09%
change
Passive
—
Capital Allocation Signals 1
Date
Type
Amount
Summary
2026-05-20
15:30
Div Increase
¥2.9B ¥55.0/sh
+15%
Konoike Transport Co., Ltd. resolved to pay a year-end dividend of ¥55 per share for fiscal year ending March 31, 2026, …
Summary
Konoike Transport Co., Ltd. resolved to pay a year-end dividend of ¥55 per share for fiscal year ending March 31, 2026, resulting in total annual dividend of ¥110 per share (up 14.6% YoY from ¥96). The dividend totals ¥2,920 million and will be sourced from retained earnings, consistent with the company's prior dividend forecast.
Deadline: 2026-06-24
YoY: +15%
Source (JP)
2026年3月期の1株当たり期末配当金につきましては、55円00銭といたします。この期末配当に、既に実施している中間配当金55円00銭を合わせまして、年間配当金を1株当たり110円00銭といたします。
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 25
#
Shareholder
Shares (thou.)
% of Total
1
江之子島商事株式会社
5,040
9.49%
2
Japan Master Trust Bank
日本マスタートラスト信託銀行株式会社(信託口)
4,741
8.93%
3
Employee Stock Ownership Plan
鴻池運輸従業員持株会
4,226
7.96%
4
銀泉株式会社
3,598
6.77%
5
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
3,030
5.70%
6
鴻池 忠彦
2,591
4.88%
7
Sumitomo Mitsui Banking Corporation
株式会社三井住友銀行
2,480
4.67%
8
OSAKA GAS CO.,LTD.
大阪瓦斯株式会社
2,248
4.23%
9
鴻池 忠嗣
1,623
3.05%
10
NIPPON STEEL CORPORATION
日本製鉄株式会社
1,591
2.99%
Domestic Nominees
14.6%
+1.9% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
44.0%
-2.3% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
江之子島商事
9.51%
9.50%
9.49%
-0.01%
Japan Master Trust Bank
日本マスタートラスト信託銀行
8.54%
8.72%
8.93%
+0.21%
Employee Stock Ownership Plan
鴻池運輸従業員持株会
9.27%
8.56%
7.96%
-0.60%
銀泉
6.79%
6.78%
6.77%
-0.01%
Japan Custody Bank
日本カストディ銀行
↑
3.04%
4.05%
5.70%
+1.65%
鴻池 忠彦
4.86%
4.87%
4.88%
+0.01%
Sumitomo Mitsui Banking Corporation
三井住友銀行
4.68%
4.67%
4.67%
OSAKA GAS CO.,LTD.
大阪瓦斯
4.24%
4.24%
4.23%
-0.01%
鴻池 忠嗣
3.06%
3.06%
3.05%
-0.01%
NIPPON STEEL CORPORATION
日本製鉄
4.62%
4.62%
2.99%
-1.63%
Concentration (HHI)
ⓘ
399
396
393
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥10,115M
+6% since 2023
Holdings
25
+4 new
6 exited
Trend
2 unwinding
vs 2023
Held Company
FY2025
¥10,115M total
FY2023
¥9,552M total
Book Val ¥M
Shares
Book Val ¥M
Shares
OSAKA GAS CO.,LTD.
大阪瓦斯㈱
2,003
592,200
1,291
592,200
M
Sumitomo Mitsui Financial Group, Inc.
㈱三井住友フィナンシャルグループ (注)2
1,877
NEW
New
494,775
—
NIPPON STEEL CORPORATION
日本製鉄㈱
1,605
+5.3%
↑
502,500
1,489
477,259
M
Nissan Chemical Corporation
日産化学㈱
1,451
-31.5%
↓
326,544
2,854
476,544
繧オ繝ウ繝医Μ繝シ鬟溷刀繧、繝ウ繧ソ繝シ繝翫す繝ァ繝翫Ν譬ェ蠑丈シ夂、セ
サントリー食品インターナショナル㈱
797
161,200
795
161,200
ジェイエフイーホールディングス㈱
475
+5.0%
↑
259,998
415
247,556
Maruichi Steel Pipe Co., Ltd.
丸一鋼管㈱
332
100,000
291
100,000
M
DAIKIN INDUSTRIES, LTD.
ダイキン工業㈱
322
20,000
473
20,000
M
MATSUOKA CORPORATION
㈱マツオカコーポレーション
270
150,000
211
150,000
MORINAGA MILK INDUSTRY CO.,LTD
森永乳業㈱
249
+100.0%
↑
80,000
190
40,000
M
Japan Airlines Co., Ltd.
日本航空㈱
138
54,000
139
54,000
AEON Co.,Ltd.
イオン㈱
124
33,200
85
33,200
ahjikanco.,ltd
㈱あじかん
99
81,000
67
81,000
M
EZAKI GLICO CO.,LTD.
江崎グリコ㈱
95
+3.1%
↑
20,600
66
19,972
SAPPORO HOLDINGS LIMITED
サッポロホールディングス㈱
61
8,000
27
8,000
KISOJI CO., LTD.
㈱木曽路
57
27,029
59
27,029
M
不二製油グループ本社㈱ (注)3
50
NEW
New
16,647
—
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
46
22,920
19
22,920
Sumitomo Mitsui Trust Group, Inc.
三井住友トラストグループ㈱ (注)4
25
NEW
New
6,888
—
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
11
-27.8%
↓
2,860
7
3,960
UACJ Corporation
㈱UACJ
11
2,357
6
2,357
Morozoff Limited
モロゾフ㈱ (注)5
10
NEW
New
6,000
—
key coffee inc
キーコーヒー㈱
4
+32.8%
↑
2,420
3
1,822
Ensuiko Sugar Refining Co.,Ltd.
塩水港精糖㈱
3
10,000
1
10,000
Godo Steel,Ltd.
合同製鐵㈱
—
—
Sumitomo Mitsui Financial Group, Inc.
㈱三井住友フィナンシャルグループ
—
−100%
Exit
—
873
164,925
TAKARA STANDARD CO.,LTD.
タカラスタンダード㈱
—
−100%
Exit
—
128
87,400
不二製油グループ本社㈱
—
−100%
Exit
—
32
16,647
三井住友トラスト・ホールディングス㈱
—
−100%
Exit
—
22
4,894
Morozoff Limited
モロゾフ㈱
—
−100%
Exit
—
6
2,000
Daiwa Securities Group Inc.
㈱大和証券グループ本社
—
−100%
Exit
—
3
6,000
Portfolio total
10,115
9,552
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding