SENKO Group Holdings

Basic Information

Stock Code: 9069
Industry: Land Transportation
Category Detail: Land Transportation
Prefecture: Tokyo
Establishment Year: July 1946
Listing Year: October 1961
Official Website: https://www.senkogrouphd.co.jp/
TSE Information: TSE Information
Yahoo! Finance: Yahoo! Finance
Other Companies: Kureha, Nippon Hume, T.O. Holdings, Zero, Higashi Holdings, Hamakyorex, Japan Freight Railway, Enshu Truck, Maruzen Showa Transport, SENKO Group Holdings, Tonami Holdings, Nikkon Holdings, Fukuyama Transport, Maruwa Transport, SGHD, Chuo Warehouse, Kyuso Circulation System

Overview

SENKO Group Holdings is a comprehensive logistics company established in 1946 and a leading player in the land transportation industry, offering diverse logistics and merchandising services with major shippers including Sekisui Chemical and Asahi Kasei.

Current Situation

SENKO Group Holdings recorded consolidated net sales of approximately 854.5 billion yen and operating profit of approximately 34.9 billion yen for the fiscal year ending March 2025, maintaining a solid financial foundation as a comprehensive logistics company. The core logistics business accounts for about 70% of sales and demonstrates strong competitiveness in delivery agency center operations for mass retailers and retail chains, as well as housing logistics and chemical logistics. In addition to a stable customer base of major chemical and housing manufacturers, the merchandising business has expanded rapidly through M&A, accounting for about 30% of sales. In recent years, efforts have focused on enhancing logistics information systems and strengthening maritime transportation businesses to support modal shifts. It has also launched bonded transportation services for air cargo using railways, contributing to reduced environmental impact and costs. Beyond domestic logistics, international logistics and third-party logistics are being promoted. For fiscal 2023, sales were composed of approximately 284.2 billion yen in distribution logistics, approximately 89.2 billion yen in chemical logistics, and approximately 159.8 billion yen in merchandising and trade. Although small in scale, the moving business holds a certain market share in inter-company relocations, supporting stable growth across the group. Social contribution and community-based activities are also pursued, with strategies in place from 2025 onward to develop new markets and advance DX through proactive facility openings and M&A.

Trivia

Interesting Facts

Roots in exclusive logistics for Japan Nitrogen Fertilizer since 1916
Famous for the unique Global Apollo mark established in 1973
Operates one of Japan's largest delivery agency businesses for mass retailers and chains
Domestic leading logistics firm with numerous proprietary rail cargo containers
Realizes efficiency in suburban construction sites through housing JIT delivery
Major housing and chemical manufacturers like Sekisui House and Asahi Kasei as key shippers
First to introduce rail transport for air cargo bonded transportation for environmental considerations
Holds 7th place domestic share in inter-company moving services
Actively responds to 3PL services with logistics consulting functions
Global logistics expansion through diverse subsidiaries and overseas bases
Ranks among domestic top players in third-party logistics
Operates mobile free video site Goody!TV for information dissemination
Diversified into merchandising, dining, nursing care, etc., through aggressive M&A
Promoting environmental innovation aiming for zero construction site waste
History where founder perished in the Midori Maru sinking accident

Hidden Connections

Long-term close collaboration with numerous member companies of the same Sanwa Group
Unique position as logistics partner for major housing manufacturer Sekisui House
Deep capital and business alliance with Asahi Kasei Group
Built special transportation system through logistics collaboration with JR Freight and West Japan Railway
Dedicated stores for specialized support of AEON Group's Tohoku and Hokkaido logistics
Expanded specialized trading networks in packaging materials, paper raw materials, daily sundries via M&A
Group's logistics training facility Clefiel Koto at industry top level
Frequent media exposure as sponsor of Nikkei and TV programs

Future Outlook

Growth Drivers

Increasing demand for logistics consolidation among mass retailers and chains
Modal shift promotion due to stricter environmental regulations
Stable growth in housing construction market driving building materials logistics demand
Quality improvement needs in chemical and synthetic resin manufacturing
Diversification of international logistics and third-party service expansion
DX promotion and efficiency in logistics information systems
Environmentally compatible transportation technologies for decarbonization
Synergy creation through group diversification
ESG compliance for sustainable society realization
Enhanced community collaboration and brand value improvement
Growth area expansion utilizing M&A
Cost reductions through domestic and international warehouse reorganization and optimal placement

Strategic Goals

Expand logistics business sales to 1 trillion yen scale domestically and internationally
Achieve over 50% reduction in transportation CO2 emissions through modal shifts
Complete company-wide standardization and advancement of logistics information systems
Build and strengthen joint logistics frameworks with key trading partners
Maximize profits from diversified merchandising and living-related businesses
Achieve specific SDGs-related goals across the group
Expand domestic moving services through new technology introduction
Improve utilization rates through new logistics center openings
Continuous enhancement of human resources development and safety/hygiene levels
Maximize regional contributions and social impact

Business Segments

Distribution Logistics

Overview

Undertakes comprehensive logistics operations for mass retailers and retail stores to streamline deliveries.

Competitiveness

Industry-leading delivery agency expertise and IT capabilities

Customers

Mass Retail Chains
Retail Stores
Wholesalers
Logistics Centers
AEON Group

Products

Delivery Agency Center Management
Logistics Information System
3PL Services

Housing Logistics

Overview

Specializes in on-site delivery of housing materials and logistics for unit construction products.

Competitiveness

Just-in-time delivery and on-site construction support capabilities

Customers

Sekisui House
Sekisui Chemical
Asahi Kasei Homes
Building Materials Manufacturers
Housing Contractors

Products

Construction Materials Delivery
Unit Housing Transportation
JIT Delivery Service

Chemical Logistics

Overview

Handles integrated transportation from chemical raw materials to high-performance synthetic resin products.

Competitiveness

Advanced safety management and efficient container transportation

Customers

Asahi Kasei Chemicals
Sekisui Chemical
Chemical Manufacturers
Petrochemical Complexes
Plastic Manufacturers

Products

Basic Raw Materials Transportation
Synthetic Resin Bulk Transportation
Special Container Transportation

Merchandising & Trade

Overview

Offers a wide range of specialized trading company functions, supporting from procurement to sales.

Competitiveness

Sales network expanded through diverse specialized subsidiaries

Customers

Consumer Co-ops
Wholesalers
Petroleum Distributors
Paper Product Manufacturers
Packaging Materials Manufacturers

Products

Daily Sundries Wholesale
Petroleum Products Wholesale
Packaging Materials Procurement
Paper Raw Materials Sales

Moving Services

Overview

Moving services centered on corporate clients, maintaining a solid position.

Competitiveness

Strong ties with the housing industry

Customers

Corporations
Factories
New Home Buyers
Condominium Management Associations
Nursing Homes

Products

Corporate Relocation
New Home Move-Ins
Factory Relocation Support

International Logistics

Overview

Provides international logistics services based on domestic and international networks.

Competitiveness

Services linked with extensive domestic logistics bases

Customers

Importers/Exporters
Manufacturers
Trading Companies
International Logistics Centers
Overseas Subsidiaries

Products

International Freight Transportation
Customs Clearance Agency
Overseas Logistics Management

Maritime Transportation

Overview

Develops coastal shipping business contributing to modal shift promotion.

Competitiveness

Environmentally friendly transportation services

Customers

Chemical Manufacturers
Steel Manufacturers
Major Shippers
Logistics Companies
Trading Companies

Products

Coastal Shipping Services
Bulk Transportation
Dedicated Vessel Operations

Bonded Transportation (Rail & Air Cargo)

Overview

Promotes CO2 reductions and efficiency through rail utilization in air cargo bonded transportation.

Competitiveness

Modal coordination between rail and trucks

Customers

Airlines
Logistics Operators
International Freight Forwarders
Importers/Exporters
Airport Facilities

Products

Bonded Cargo Transportation
Rail Transportation Services
Truck-Connected Transportation

Logistics Consulting

Overview

Provides consulting on logistics optimization and outsourcing.

Competitiveness

Proposal capabilities from experienced logistics experts

Customers

Major Shippers
Distributors
Manufacturers
Retail Chains
Logistics Center Operators

Products

Logistics Efficiency Proposals
System Optimization Support
Outsourcing Support

Training and Education

Overview

Operates the 'Clefiel Koto' training facility for traffic safety and logistics skills improvement.

Competitiveness

Proprietary training facilities and expertise

Customers

Group Employees
Drivers
Operators
Logistics Industry
External Companies

Products

Traffic Safety Training
Logistics Skills Training
Practical Training Facility Operations

Living-Related Services

Overview

Engages in diverse living-related services including nursing care, dining, and insurance.

Competitiveness

One-stop support through diverse living-related subsidiaries

Customers

Nursing Homes
Elderly
General Consumers
Food Service Industry
Insurance Policyholders

Products

Nursing Care Services
Food Services
Insurance Agency Services

Media-Related Business

Overview

Focuses on new businesses utilizing video distribution and digital media.

Competitiveness

Unique media expansion leveraging logistics expertise

Customers

General Viewers
Advertisers
Corporations
Event Operators
Internet Users

Products

Video Sharing Site Goody!TV
Digital Signage
Web Media Operations

Competitive Advantage

Strengths

Comprehensive capabilities across diverse logistics services
Stable relationships with major chemical and housing manufacturers
Advanced logistics systems and IT technologies
Modal shift-compatible transportation infrastructure
Extensive logistics network and delivery agency expertise
Business expansion through recent aggressive M&A
High-level safety management and environmental considerations
Efficient domestic transportation utilizing railways
Strengths in merchandising and trade spanning multiple industries
Trust and brand power from long history
Human resource development through industry-specific training facilities

Competitive Advantages

Industry top-class delivery agency for mass retailers and chains
Advanced technologies like JIT in housing logistics
Integrated logistics system for chemical product bulk transport
Promotion of modal shifts anticipating environmental load reductions
Specialized trading network with multifaceted merchandising functions
Achieved business diversification through group-internal and external M&A
Pioneer in rail utilization for air cargo bonded transportation
High-efficiency logistics information system operations and development
Continuous contract acquisition from stable customer base
Incorporation of diverse living-related service businesses
Specialized training functions for traffic safety and logistics skills

Threats

Impact of labor shortages on transportation operations
Intensifying price competition with rivals
Cost increases from stricter environmental regulations
Demand instability in international logistics fluctuations
Technological innovations and price competition from new entrants
Supply chain disruption risks
Potential for customer in-house logistics
Logistics network disruptions from natural disasters
Rising fuel prices increasing transportation costs
Uncertainty in global economy

Innovations

2023: Launch of Rail-Utilized Bonded Air Cargo Transportation

Overview: Collaborated with West Japan Railway and Japan Freight Railway to introduce rail modal shift in air cargo transportation.
Impact: Reduced CO2 emissions by 60% and improved logistics efficiency.

2022: Advanced Logistics Information Systems

Overview: Renewed IT systems at delivery agency centers to achieve efficient inventory management and delivery.
Impact: Achieved improved work efficiency and delivery accuracy.

2021: Improved Operational Efficiency Through Detachable Trucks

Overview: Introduced detachable trucks in housing logistics to reduce neighborhood complaints while boosting efficiency.
Impact: Enhanced delivery capacity and customer satisfaction.

2020: Diversification Promotion Through M&A

Overview: Expanded business areas by acquiring multiple subsidiaries in trade, living-related businesses, etc.
Impact: Successfully expanded sales base and entered growth sectors.

2024: Strengthening Mass Retail Logistics with New Logistics Centers

Overview: Expanded order fulfillment capacity through proactive new logistics facility openings.
Impact: Further enhanced delivery capabilities to mass retailers and retail businesses.

Sustainability

CO2 reduction through modal shift promotion
Efforts toward zero-emission waste
Fuel consumption reduction through logistics efficiency
Noise and environmental load reduction via detachable trucks
Environmentally considerate equipment in warehouse operations
Safe driving and traffic accident reduction programs
Environment activities emphasizing community collaboration
Promotion of recycled materials utilization
Employee environmental awareness education
Establishment of sustainable procurement and partnerships
Enhanced environmental management through ISO 14001 certification
Promotion of renewable energy utilization