Yamato holdings raises profit forecasts in updated mid-term plan

Yamato Holdings announced an update to its "Sustainability Transformation 2030 ~1st Stage~" medium-term management plan, with a revised numerical plan for the fiscal year ending March 2027. The company now projects JPY 1,940 billion in operating revenue and JPY 60.0 billion in operating profit for FY2027, up from JPY 1,880 billion and JPY 40.0 billion respectively in FY2026. This positive revision is attributed to progress in pricing optimization, growth in corporate logistics, and cost reduction efforts.

For the first half of FY2026, Yamato Holdings reported a consolidated operating revenue of JPY 906,774 million, marking a 7.9% increase year-over-year, and significantly reduced its operating loss to JPY 3,782 million from JPY 15,001 million in the prior year's period. The company emphasized its focus on strengthening profit growth drivers, balance sheet management, and optimizing capital allocation, while pursuing sustainable growth through long-term strategies and structural reforms.

Strategic initiatives include continued pricing optimization, growth in corporate-focused logistics, and operational cost reduction through transportation efficiency and back-office process improvements. The company is also leveraging AI for enhanced operational efficiency and pursuing new revenue streams through green mobility solutions.