9072
NIKKON Holdings Co.,Ltd.
ニッコンホールディングス株式会社
Land Transportation
NIKKON Holdings Co.,Ltd. engages in the cargo transportation businesses in Japan and internationally. The company operates through four segments: Transportation, Warehousing, Packaging, and Testing. It transports cargo and products to users, such as automobile and motorcycle finished vehicles, auto parts, housing equipment, and agricultural machinery. The company also provides packaging processing services, including delivery agency and distribution processing of automobile parts, export packaging, and design of packaging specifications, as well as development of packaging materials, such as buckets and trolleys; and installation, assembly, accuracy, operation trying, dismantling, transportation, and integrated domestic and overseas work of machinery and equipment and production lines. In addition, it provides warehouse business, such as auto parts and precision machinery to housing equipment and food. Further, the company offers test support services for four and two-wheeler vehicles, automobile parts, general-purpose products, etc.; waste treatment and collection; customs clearance, vehicle repair, and insurance agency services; engages in the real estate sales and leasing, and brokerage management activities, office relocation and moving, system design/development, information systems, and consulting services; generates solar power; and sells electricity. The company was formerly known as Nippon Konpo Unyu Soko Co., Ltd. and changed its name to NIKKON Holdings Co.,Ltd. in October 2015. NIKKON Holdings Co.,Ltd. was incorporated in 1950 and is headquartered in Tokyo, Japan.
Price
¥5,933
Market Cap
¥717.8B
Ent. Value
¥767.2B
Net Debt
−¥49.4B
Shares Out.
121.0M
P / E
44.3×
EV / EBIT
33.1×
P / Book
2.97×
P / NCAV
N/M
Div. Yield
1.37%
Financials
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Net Sales | ¥247.9B | ¥222.3B | ¥212.1B | ¥198.2B |
| Cost of Sales | ¥209.1B | ¥189.5B | ¥181.5B | ¥168.7B |
| Gross Profit | ¥38.8B | ¥32.8B | ¥30.6B | ¥29.5B |
| SG&A | ¥15.6B | ¥11.5B | ¥11.0B | ¥10.0B |
| Operating Income | ¥23.2B | ¥21.2B | ¥19.6B | ¥19.5B |
| Non-Operating Income | ¥2.9B | ¥3.0B | ¥2.9B | ¥2.4B |
| Dividend Income | ¥1.2B | ¥884M | ¥692M | ¥613M |
| Interest Income | ¥192M | ¥183M | ¥113M | ¥68M |
| Non-Operating Expenses | ¥2.0B | ¥358M | ¥325M | ¥320M |
| Interest Expense | ¥447M | ¥253M | ¥229M | ¥210M |
| Ordinary Income | ¥24.0B | ¥23.9B | ¥22.1B | ¥21.6B |
| Pre-tax Income | ¥24.1B | ¥23.6B | ¥22.8B | ¥21.6B |
| Income Taxes | ¥7.3B | ¥7.0B | ¥6.9B | ¥6.9B |
| Current Tax | ¥8.0B | ¥7.4B | ¥7.2B | ¥6.8B |
| Deferred Tax | ¥-647M | ¥-439M | ¥-303M | ¥34M |
| Net Income (owners) | ¥16.6B | ¥16.6B | ¥15.9B | ¥14.7B |
| Minority Interest | ¥260M | ¥27M | ¥-17M | ¥11M |
| Comprehensive Income | ¥12.7B | ¥27.3B | ¥18.8B | ¥15.7B |
| EBITDA | ¥38.6B | ¥33.7B | ¥31.9B | ¥30.7B |
| Goodwill Amort. (J-GAAP) | ¥525M | — | — | — |
| EPS | ¥133.99 | ¥260.99 | ¥246.61 | ¥224.41 |
| Shares Outstanding | 121.0M | 63.1M | 64.2M | 65.5M |
| Shares Issued (total) | 126.5M | 63.2M | 65.7M | 68.2M |
| Treasury Shares | 5.5M | 0.1M | 1.5M | 2.7M |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥428.8B | ¥388.4B | ¥360.7B | ¥339.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥87.0B | ¥88.0B | ¥83.0B | ¥74.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥36.8B | ¥43.8B | ¥40.2B | ¥30.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trade Receivables | ¥36.7B | ¥30.9B | ¥32.7B | ¥34.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥341.7B | ¥300.5B | ¥277.7B | ¥264.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥272.2B | ¥254.1B | ¥242.7B | ¥232.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill | ¥12.2B | — | — | — | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | ¥29.6B | ¥2.5B | ¥2.4B | ¥2.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Investment Securities | ¥28.0B | ¥33.0B | ¥22.2B | ¥20.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | ¥4.3B | ¥3.7B | ¥3.6B | ¥3.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥179.1B | ¥142.0B | ¥131.3B | ¥120.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥76.6B | ¥59.4B | ¥58.4B | ¥44.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Accounts Payable | ¥11.2B | ¥10.6B | ¥11.2B | ¥11.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | ¥20.5B | ¥2.0B | ¥13.2B | ¥1.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Taxes Payable | ¥4.8B | ¥4.0B | ¥4.5B | ¥3.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥102.4B | ¥82.6B | ¥73.0B | ¥76.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | ¥65.7B | ¥67.0B | ¥60.1B | ¥63.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension Obligations | ¥5.2B | ¥4.9B | ¥5.4B | ¥5.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Liab. | ¥6.8B | ¥8.6B | ¥5.5B | ¥5.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥249.7B | ¥246.4B | ¥229.4B | ¥219.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Stock | ¥11.3B | ¥11.3B | ¥11.3B | ¥11.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | ¥12.5B | ¥12.3B | ¥12.3B | ¥12.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥207.9B | ¥198.2B | ¥194.9B | ¥190.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | ¥-10.5B | ¥-552M | ¥-3.6B | ¥-6.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | ¥20.3B | ¥24.6B | ¥13.9B | ¥11.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥221.3B | ¥221.3B | ¥214.9B | ¥207.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | ¥7.9B | ¥344M | ¥314M | ¥328M | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | ¥86.2B | ¥69.1B | ¥73.2B | ¥65.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥-49.4B | ¥-25.2B | ¥-33.0B | ¥-34.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥-92.1B | ¥-54.0B | ¥-48.3B | ¥-45.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | ¥-761 | ¥-856 | ¥-753 | ¥-699 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | ¥1,829 | ¥3,507 | ¥3,348 | ¥3,164 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Operating CF | ¥27.6B | ¥31.1B | ¥32.5B | ¥29.0B |
| Interest Paid | ¥-410M | ¥-249M | ¥-223M | ¥-209M |
| Interest Received | ¥1.8B | ¥1.6B | ¥938M | ¥1.2B |
| D&A | ¥14.9B | ¥12.5B | ¥12.3B | ¥11.2B |
| Goodwill Amort. | ¥525M | — | — | — |
| Investing CF | ¥-54.0B | ¥-24.3B | ¥-22.5B | ¥-31.6B |
| CapEx | ¥26.7B | ¥23.5B | ¥22.2B | ¥32.2B |
| Purchase Investments | ¥-1.0B | ¥-32M | ¥-30M | ¥-140M |
| Proceeds from Invest. | ¥914M | — | ¥9M | ¥95M |
| Financing CF | ¥19.1B | ¥-4.4B | ¥-208M | ¥759M |
| Dividends Paid | ¥-6.8B | ¥-6.5B | ¥-5.4B | ¥-4.5B |
| Share Buybacks | ¥-10.0B | ¥-4.0B | ¥-3.0B | ¥-573M |
| LT Debt Repaid | ¥-2.5B | ¥-14.2B | ¥-1.8B | ¥-3.8B |
| Free Cash Flow | ¥954M | ¥7.6B | ¥10.3B | ¥-3.3B |
| Net Change in Cash | ¥-6.9B | ¥3.3B | ¥10.3B | ¥-1.2B |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| ROE | 6.8% | 7.0% | 7.1% | 6.9% |
| ROA | 4.1% | 4.4% | 4.5% | 4.3% |
| EPS | ¥133.99 | ¥260.99 | ¥246.61 | ¥224.41 |
| DPS | ¥81.00 | ¥105.00 | ¥99.00 | ¥69.00 |
| BPS | ¥1,998.82 | ¥3,899.85 | ¥3,566.33 | ¥3,334.70 |
| FCF/Share | ¥8 | ¥120 | ¥161 | ¥-50 |
| NCAV/Share | ¥-761 | ¥-856 | ¥-753 | ¥-699 |
| Payout Ratio | 60.5% | 40.2% | 40.1% | 30.7% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 44
Capital Allocation Signals 1
| Date | Type | Amount | Summary | |
|---|---|---|---|---|
|
2026-05-08
14:00
|
Div Increase | ¥4.4B ¥38.0/sh +41% | Nikkon Holdings announced a year-end dividend increase of ¥38 per share for FY2026 (ended March 31, 2026), up from ¥37 f… | |
|
Summary
Nikkon Holdings announced a year-end dividend increase of ¥38 per share for FY2026 (ended March 31, 2026), up from ¥37 forecast and ¥27 prior year, representing a 40.7% increase year-over-year. Total dividend payout of ¥4,436 million will become effective on June 12, 2026. The increase aligns with the company's capital allocation policy targeting a 4% or higher shareholder capital dividend ratio and maintaining or increasing dividends from prior year levels.
Deadline: 2026-06-12
YoY: +41%
Source (JP)
2026年3月期の期末配当金につきましては、当該方針に基づき、直近の配当予想から1株当たり1円増額し、1株当たり38円とすることといたしました。
剰余金の配当に関するお知らせ
TDnet PDF
|
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| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
GOLDMAN, SACHS & CO.REG
GOLDMAN, SACHS & CO.REG (常任代理人 ゴールドマン・サックス証券株式会社)
|
20,994 | 17.35% |
| 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)
|
12,819 | 10.59% |
| 3 | THE CHASE MANHATTAN BANK, N.A. LONDON SPECIAL ACCOUNT NO.1 (常任代理人 株式会社みずほ銀行) | 6,280 | 5.19% |
| 4 | 一般社団法人黒岩会 | 5,120 | 4.23% |
| 5 |
HONDA MOTOR CO., LTD.
本田技研工業株式会社
|
4,898 | 4.04% |
| 6 | Panicum Funding Ltd. (常任代理人 ゴールドマン・サックス証券株式会社) | 4,000 | 3.30% |
| 7 |
ISUZU MOTORS LIMITED
いすゞ自動車株式会社
|
3,385 | 2.79% |
| 8 | JPモルガン証券株式会社 | 3,277 | 2.70% |
| 9 | ニッコンホールディングス従業員持株会 | 2,561 | 2.11% |
| 10 | 日本生命保険相互会社 | 2,542 | 2.10% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
10.6%
-6.3% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
-9.6% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
43.8%
+26.1% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 54.4% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| GOLDMAN, SACHS & CO.REG | — | 4.70% | 17.35% +12.65% | |
| Japan Master Trust Bank 日本マスタートラスト信託銀行 | 13.25% | 13.18% | 10.59% -2.59% | |
| THE CHASE MANHATTAN BANK, N.A. LONDON SPECIAL ACCOUNT NO.1 NEW ENTRY | — | — | — | 5.19% NEW |
| 一般社団法人黒岩会 | 3.98% | 4.05% | 4.23% +0.18% | |
| HONDA MOTOR CO., LTD. 本田技研工業 | 3.81% | 3.88% | 4.04% +0.16% | |
| Panicum Funding Ltd. NEW ENTRY | — | — | — | 3.30% NEW |
| ISUZU MOTORS LIMITED いすゞ自動車 | 2.63% | 2.68% | 2.79% +0.11% | |
| JPモルガン証券 NEW ENTRY | — | — | — | 2.70% NEW |
| ニッコンホールディングス従業員持株会 NEW ENTRY | — | — | — | 2.11% NEW |
| 日本生命保険 NEW ENTRY | — | — | — | 2.10% NEW |
| Northern Trust last seen 2024 | Exited Top 10 | 18.72% | 7.36% | — |
| Japan Custody Bank 日本カストディ銀行 last seen 2024 | Exited Top 10 | 4.47% | 3.71% | — |
| HINO MORTORS,LTD. 日野自動車 last seen 2024 | Exited Top 10 | 2.32% | 2.36% | — |
| BNY Mellon last seen 2024 | Exited Top 10 | — | 2.23% | — |
| Concentration (HHI) ⓘ | 589 | 313 | 509 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥21,403M
+14% since 2023
Holdings
11
3 exited
Trend
1 building
vs 2023
| Held Company | FY2025 ¥21,403M total | FY2023 ¥18,713M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
HONDA MOTOR CO., LTD.
本田技研工業㈱
|
14,124 |
+200.3%
↑
10,520,952
|
12,296 | 3,503,179 | M |
|
SEINO HOLDINGS CO.,LTD.
セイノーホールディングス㈱
|
2,123 |
921,000
|
1,344 | 921,000 | M |
|
Aica Kogyo Company, Limited
アイカ工業㈱
|
1,358 |
412,000
|
1,250 | 412,000 | M |
|
HIRATA Corporation
平田機工㈱
|
1,248 |
272,400
|
1,865 | 272,400 | M |
|
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
|
1,020 |
507,617
|
430 | 507,617 | |
|
NITTO KOGYO CORPORATION
日東工業㈱
|
468 |
150,400
|
397 | 150,400 | M |
|
MITSUBA Corporation
㈱ミツバ
|
378 |
461,000
|
240 | 461,000 | M |
|
ISEKI&CO.,LTD.
井関農機㈱
|
370 |
341,700
|
406 | 341,700 | M |
|
Eidai Co.,Ltd.
永大産業㈱
|
147 |
704,000
|
157 | 704,000 | M |
|
Osaki Electric Co.,Ltd.
大崎電気工業㈱
|
94 |
118,000
|
62 | 118,000 | M |
|
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
|
73 |
18,130
|
34 | 18,130 | |
|
Senkon Logistics Co., Ltd.
センコン物流㈱
|
— |
−100%
Exit
—
|
217 | 275,700 | M |
|
Sompo Holdings, Inc.
SOMPOホールディングス㈱
|
— |
−100%
Exit
—
|
10 | 2,000 | |
|
Sumitomo Rubber Industries, Ltd.
住友ゴム工業㈱
|
— |
−100%
Exit
—
|
5 | 4,200 | M |
| Portfolio total | 21,403 | 18,713 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding