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Overview

Marine Transportation

Nippon Yusen Kabushiki Kaisha

Nippon Yusen K.K. (NYK Line) is one of Japan's largest integrated shipping and logistics groups, operating across seven business segments: liner shipping (container), air cargo, logistics, automotive shipping, dry bulk, energy (tankers), and other services. The company operates a global network spanning major trade lanes worldwide, with key assets including a stake in Ocean Network Express (ONE), one of the world's largest container shipping alliances, a dedicated car carrier fleet, and Yusen Logistics, a global third-party logistics subsidiary. NYK's competitive strengths lie in its diversified business portfolio across shipping modalities, deep customer relationships with major Japanese and global corporates, and an extensive global operational footprint.

Market Cap

¥2,877B

US$18.3B

¥2,057B

US$13.1B

Stock¥7,129▼-1.90%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

6.6

LTM EV/EBIT

14.4

LTM PER

13.6

LTM PBR

0.9

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+15.6%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Mar 17, 26Shipping-specific rally

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

70%

30%

EquityD/E 0.44xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 35.3%

as of 2026-03-31 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

17.17%

Custody Bank of Japan, Ltd. (Trust Account)

6.00%

BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC; Standing Proxy: MUFG Bank, Ltd.)

2.36%

Meiji Yasuda Life Insurance Company (Standing Proxy: Custody Bank of Japan, Ltd.)

2.04%

Nomura Trust and Banking Co., Ltd. (Investment Trust Account)

1.63%

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

1.43%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.42%

Katsumi TADA

1.16%

GOLDMAN SACHS INTERNATIONAL (Standing Proxy: Goldman Sachs Japan Co., Ltd.)

1.14%

Ueda Yagi Tanshi Co., Ltd.

0.92%

Management

12 officers

Hitoshi NAGASAWA

Director, Chairman

Apr 1980 Joined the Company Apr 2004 General Manager, LNG Group Apr 2007 Member, Management Committee Apr 2009 Managing Member, Management Committee Jun 2011 Director and Managing Member, Management Committee Apr 2013 Representative Director and Senior Managing Member, Management Committee Apr 2018 Representative Director and Vice President, Member, Management Committee Jun 2019 Representative Director, President and Member, Management Committee Jun 2020 Representative Director, President and Executive Officer Apr 2023 Director, Chairman (current)

1958-01-22

Takaya SOGA

Representative Director, President and Executive Officer

Apr 1984 Joined the Company Aug 2010 General Manager, Automobile Logistics Group Apr 2015 Member, Management Committee Apr 2018 Managing Member, Management Committee Jun 2020 Managing Executive Officer Apr 2021 Senior Managing Executive Officer Jun 2022 Director and Senior Managing Executive Officer Apr 2023 Representative Director, President and Executive Officer (current)

1959-12-04

Akira KONO

Representative Director, Vice President and Executive Officer

Apr 1984 Joined the Company Apr 2012 General Manager, LNG Group Apr 2015 Member, Management Committee Apr 2017 Managing Member, Management Committee Apr 2020 Senior Managing Member, Management Committee Jun 2020 Senior Managing Executive Officer Apr 2023 Vice President and Executive Officer Jun 2023 Representative Director and Vice President, Executive Officer (current)

1961-07-28

Yasunobu SUZUKI

Director, Senior Managing Executive Officer

Apr 1990 Joined the Company Apr 2016 General Manager, Automobile Carrier Group No. 1, concurrently General Manager, Automobile Carrier Group No. 2 Jan 2017 General Manager, Logistics and Container Service Route Division Apr 2021 Executive Officer Apr 2024 Managing Executive Officer Jun 2025 Director and Managing Executive Officer Apr 2026 Director and Senior Managing Executive Officer (current)

1967-11-09

Eiichi TANABE

Director (Non-Executive)

Apr 1978 Joined Mitsubishi Corporation May 2001 Left Mitsubishi Corporation; Director, Lawson, Inc. Mar 2005 Representative Director, Executive Vice President and Executive Officer, Lawson, Inc. Jun 2007 Retired from Lawson, Inc.; rejoined Mitsubishi Corporation Apr 2008 Executive Officer, Mitsubishi Corporation Apr 2012 Managing Executive Officer, Mitsubishi Corporation Apr 2016 Vice President and Executive Officer, Mitsubishi Corporation Jun 2016 Representative Director, Vice President and Executive Officer, Mitsubishi Corporation Mar 2018 Director, Mitsubishi Corporation Jun 2018 Advisor, Mitsubishi Corporation Jun 2019 Director of the Company (current) Jun 2020 Retired as Advisor, Mitsubishi Corporation

1953-09-16

Satoko SHISAI

Director (Non-Executive)

Apr 1986 Joined IBM Japan, Ltd. May 2008 Seconded to IBM Corporation (New York) Apr 2009 Executive Officer, IBM Japan, Ltd. Apr 2019 Retired from IBM Japan, Ltd. May 2019 Executive Officer and General Manager, IT Division, Chugai Pharmaceutical Co., Ltd. Apr 2022 Senior Executive Officer and Head of Digital Transformation Unit, Chugai Pharmaceutical Co., Ltd. Mar 2024 Retired as Senior Executive Officer, Chugai Pharmaceutical Co., Ltd. Jun 2024 Director of the Company (current)

1963-11-11

Satoko KUWAHARA

Director (Non-Executive)

Apr 1990 Registered as attorney (Daini Tokyo Bar Association); joined Mori Sogo Law Office (now Mori Hamada & Matsumoto) Jan 1998 Partner, Mori Hamada & Matsumoto Mar 2020 Retired as Partner, Mori Hamada & Matsumoto Apr 2020 Partner, Gaien Law Office (current) Jun 2020 Audit & Supervisory Board Member of the Company Jun 2023 Director, Audit and Supervisory Committee Member of the Company Jun 2025 Director of the Company (current)

1964-11-01

Keiko KOSUGI

Director, Full-time Audit and Supervisory Committee Member

Apr 1989 Joined the Company Apr 2018 General Manager, Internal Audit Office Apr 2023 Assistant Manager, Audit and Supervisory Board Office Jun 2023 Director, Audit and Supervisory Committee Member (current)

1967-02-12

Yutaka HIGURASHI

Director, Full-time Audit and Supervisory Committee Member

Apr 1985 Joined the Company Apr 2014 General Manager, Legal Group Apr 2016 Member, Management Committee Apr 2020 Managing Member, Management Committee Jun 2020 Director and Managing Executive Officer Apr 2022 Director and Senior Managing Executive Officer Apr 2025 Director Jun 2025 Director, Audit and Supervisory Committee Member (current)

1963-02-02

Hiroshi NAKASO

Director (Non-Executive), Audit and Supervisory Committee Member

Apr 1978 Joined the Bank of Japan May 2003 Director-General, Financial Markets Department, Bank of Japan Nov 2008 Executive Director, Bank of Japan Mar 2013 Deputy Governor, Bank of Japan Mar 2018 Retired from Bank of Japan Jul 2018 President, Daiwa Institute of Research Ltd. (current) Jun 2020 Audit & Supervisory Board Member of the Company Jun 2023 Director, Audit and Supervisory Committee Member (current)

1953-10-12

Motoyuki II

Director (Non-Executive), Audit and Supervisory Committee Member

Apr 1983 Joined Nippon Telegraph and Telephone Public Corporation (now NTT, Inc.) Jun 2011 Director, East Japan Telegraph and Telephone Corporation Jun 2015 Representative Director, Managing Director, East Japan Telegraph and Telephone Corporation Jun 2016 Representative Director, Vice President, East Japan Telegraph and Telephone Corporation Jun 2018 Representative Director, Vice President, NTT, Inc. (until Jun 2020) Jun 2019 Representative Director, President, NTT Anode Energy Corporation Jun 2020 Representative Director, Vice President, NTT DOCOMO, INC. Dec 2020 Representative Director, President and CEO, NTT DOCOMO, INC. Jun 2024 Advisor, NTT DOCOMO, INC. (current) Jun 2025 Director, Audit and Supervisory Committee Member of the Company (current)

1958-11-17

Ritsuko NONOMIYA

Director (Non-Executive), Audit and Supervisory Committee Member

Sep 1987 Joined Peat Marwick Main & Co. (now KPMG LLP) Apr 1997 Partner, KPMG Corporate Finance Co., Ltd. Nov 2000 Joined UBS Warburg Securities Co., Ltd. (now UBS Securities Japan Co., Ltd.) Jan 2005 Managing Director, UBS Warburg Securities Co., Ltd. Jul 2008 Senior Vice President, GE Capital Asia Pacific Apr 2013 Senior Managing Executive Officer, GE Capital Japan, GE Japan K.K. Dec 2013 Managing Director, GCA Savvian K.K. (now Houlihan Lokey K.K.) Mar 2017 Director, GCA Savvian K.K. Feb 2022 Representative Director and CEO, Houlihan Lokey K.K. (current) Jun 2025 Director, Audit and Supervisory Committee Member of the Company (current)

1961-11-28

Large Shareholding Reports

Nomura Asset Management Co., Ltd.

2026-04-07

4.68%→5.85%

Mitsubishi UFJ Trust and Banking Corporation

2025-11-04

2.85%→2.69%

Nomura Asset Management Co., Ltd.

2025-10-06

4.75%→4.68%

Mitsubishi UFJ Trust and Banking Corporation

2025-09-30

2.84%→2.85%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

2.73%→2.56%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-05

Q1 Earnings Flash

FY ending Mar 2027

Nippon Yusen Kabushiki Kaisha

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Nippon Yusen Kabushiki Kaisha

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