Japan Post outlines new plan, revises fiscal 2026 forecast

Japan Post Holdings announced key initiatives for its next medium-term management plan on November 14, 2025. The plan sets the strategic direction for future operations, emphasizing compliance, growth strategies, strengthening the management base, and capital policy. It aims to enhance customer and employee experience through digital infrastructure and reorganize its post office network into local community support hubs.

The company also revised its consolidated financial results forecast for the fiscal year ending March 31, 2026. While ordinary income is projected to increase by 110,000 million yen (1.0%) to 11,370,000 million yen, net ordinary income is expected to decrease by 60,000 million yen (5.9%) to 960,000 million yen. Net income attributable to Japan Post Holdings is forecasted to decline by 60,000 million yen (15.8%) to 320,000 million yen. This revision reflects increased investment income and decreased expenses in life insurance, offset by lower parcel revenue and administrative disposition impacts in postal and logistics.

Additionally, Japan Post Holdings will dispose of 5,424,300 shares of Japan Post Insurance common stock to maintain its voting rights ratio after Japan Post Insurance's treasury stock acquisition. Japan Post Co., a consolidated subsidiary, has also acquired shares of Tonami Holdings Co., Ltd. and entered a capital and business alliance with LOGISTEED Holdings, Ltd. to strengthen its logistics capabilities.