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Overview

Warehousing and Harbor Transportation Service

MITSUI-SOKO HOLDINGS Co.,Ltd.

Mitsui-Soko Holdings is a comprehensive logistics group offering warehousing, port/harbor operations, land transportation, air freight forwarding, 3PL, and supply chain management services across Japan and internationally. The group serves a broad range of industries through integrated logistics solutions including multimodal transport and e-commerce logistics infrastructure, with a particular strength in combining port-side and inland logistics capabilities. Complementary real estate operations, centered on office building leasing, provide additional revenue diversification.

Activists: 3D Investment Partners Pte. Ltd. 11.15%

Market Cap

¥245B

US$1.56B

¥279B

US$1.78B

Stock¥3,270▼-0.03%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

8.5

LTM EV/EBIT

12.4

LTM PER

21.1

LTM PBR

1.8

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-40.8%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Aug 5, 26Q1 operating profit down double-digits; FY3/27 guidance left unrevised (no upward revision)

MC → EV Bridge

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Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

60%

40%

EquityD/E 0.66xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 48.5%

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

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

7.99%

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

7.18%

Mitsui Fudosan Co.,Ltd.

7.01%

Taiju Life Insurance Company Limited (Standing Proxy: Custody Bank of Japan, Ltd.)

6.13%

Mitsui Sumitomo Insurance Company, Limited

5.47%

Custody Bank of Japan, Ltd. (Trust Account)

4.66%

Sumitomo Mitsui Banking Corporation

2.72%

MACQUARIE BANK LIMITED DBU AC (Standing Proxy: Citibank, N.A., Tokyo Branch)

2.60%

Mizuho Securities Co., Ltd.

2.50%

Takenaka Corporation

2.26%

Management

14 officers

Hirofumi KOGA

President and Representative Director, President Executive Officer, Group CEO, Chairman of the Board of Directors, and Chairman and Representative Director of Mitsui-Soko Express Co., Ltd.

Apr 1981 Joined Mitsui Bank (now Sumitomo Mitsui Banking Corporation) Apr 2013 Managing Executive Officer, Sumitomo Mitsui Banking Corporation May 2014 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Jun 2014 Director, Assistant to Head of Finance and Accounting Division, the Company Oct 2014 Director, Senior Executive Officer, Assistant to Executive Officer in charge of Finance and Accounting, the Company Apr 2015 Director, Senior Executive Officer, in charge of Planning, Business Development and Public Relations, the Company Jan 2016 Director, Senior Executive Officer, in charge of Planning, Business Development and Public Relations; Vice President Director, Mitsui-Soko Transport Co., Ltd. Apr 2016 Director, Senior Executive Officer, in charge of Planning, Research and Business Development; Vice President Director, Mitsui-Soko Transport Co., Ltd. Jun 2016 Managing Director, in charge of Planning, Research and Business Development; Vice President Director, Mitsui-Soko Transport Co., Ltd. Jun 2017 President and Representative Director, Group CEO; Chairman and Representative Director, Mitsui-Soko Express Co., Ltd. Apr 2022 President and Representative Director, Group CEO; Chairman and Representative Director, Mitsui-Soko Express Co., Ltd.; Chairman and Representative Director, Mitsui-Soko Transport Co., Ltd. Jun 2022 President and Representative Director, Group CEO, Chairman of the Board of Directors; Chairman and Representative Director, Mitsui-Soko Express Co., Ltd.; Chairman and Representative Director, Mitsui-Soko Transport Co., Ltd. Apr 2024 President and Representative Director, Group CEO, Chairman of the Board of Directors; Chairman and Representative Director, Mitsui-Soko Express Co., Ltd. Jun 2025 President and Representative Director, President Executive Officer, Group CEO, Chairman of the Board of Directors; Chairman and Representative Director, Mitsui-Soko Express Co., Ltd. (current)

1958-08-15

Nobuo NAKAYAMA

Representative Director, Managing Executive Officer, in charge of Finance and Accounting, Chief Financial Officer; Director, Mitsui-Soko Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd.

Apr 1975 Joined Mitsui Bank (now Sumitomo Mitsui Banking Corporation) Apr 2007 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Jun 2015 Managing Director, in charge of Finance and Accounting, Chief Financial Officer, the Company Jun 2017 Representative Director, Senior Managing Director, in charge of Finance and Accounting, Chief Financial Officer; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd.; Director, Mitsui-Soko Logistics Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Apr 2018 Representative Director, Senior Managing Director, in charge of Finance and Accounting and Risk Management, Chief Financial Officer, Chief Compliance Officer; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Jan 2019 Representative Director, Senior Managing Director, in charge of Finance and Accounting, Risk Management and IT, Chief Financial Officer, Chief Compliance Officer; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Apr 2019 Representative Director, Senior Managing Director, in charge of Finance and Accounting, Risk Management and Real Estate Business, Chief Financial Officer, Chief Compliance Officer; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Apr 2020 Representative Director, Senior Managing Director, in charge of Finance and Accounting and Real Estate Business, Chief Financial Officer; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Apr 2022 Representative Director, Senior Managing Director, in charge of Finance and Accounting, Chief Financial Officer; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Apr 2024 Representative Director, Senior Managing Director, in charge of Finance and Accounting, Chief Financial Officer; Director, Mitsui-Soko Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Supply Chain Solutions Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Transport Co., Ltd. Jun 2025 Representative Director, Executive Officer, in charge of Finance and Accounting, Chief Financial Officer; Audit & Supervisory Board Member, Mitsui-Soko Co., Ltd. (current)

1950-09-01

Ken GOHARA

Director, Managing Executive Officer, in charge of Legal Affairs, General Affairs and Risk Management, Chief Compliance Officer; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd.

Apr 1987 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Jan 2011 General Manager, Business Development Department, the Company Jul 2012 General Manager, Corporate Planning Office, the Company Apr 2013 Representative Director, Senior Managing Director, Mitsui-Soko Express Co., Ltd. Jun 2017 Director, Senior Executive Officer, in charge of Business Development and Business Administration, the Company; Director, Mitsui-Soko Logistics Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd. Apr 2018 Director, Senior Executive Officer, in charge of Strategic Sales, Business Development and Business Administration, the Company; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd. Apr 2019 Director, Senior Executive Officer, in charge of Strategic Sales and Business Development, the Company; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Supply Chain Solutions Co., Ltd. Apr 2022 Director, Senior Executive Officer, in charge of Legal Affairs, General Affairs and Risk Management, Chief Compliance Officer, the Company; Director, Mitsui-Soko Logistics Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. Jun 2022 Managing Director, in charge of Legal Affairs, General Affairs and Risk Management, Chief Compliance Officer, the Company; Director, Mitsui-Soko Logistics Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. Apr 2025 Managing Director, in charge of Legal Affairs, General Affairs and Risk Management, Chief Compliance Officer, the Company; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. Jun 2025 Director, Managing Executive Officer, in charge of Legal Affairs, General Affairs and Risk Management, Chief Compliance Officer, the Company; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. (current)

1964-09-18

Ken NISHIMURA

Director, Managing Executive Officer, in charge of Corporate Planning, Public Relations, ESG and Operations; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Logistics Co., Ltd.

Apr 1997 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Apr 2016 General Manager, Corporate Planning Office, the Company Apr 2018 Executive Officer, in charge of Corporate Planning and Business Process Reform, the Company Apr 2019 Executive Officer, in charge of Corporate Planning and Operations, the Company Apr 2020 Executive Officer, in charge of Corporate Planning, Public Relations and Operations, the Company Apr 2022 Senior Executive Officer, in charge of Corporate Planning, Public Relations and Operations, the Company Apr 2024 Managing Executive Officer, in charge of Corporate Planning, Public Relations, ESG and Operations, the Company Apr 2025 Managing Executive Officer, in charge of Corporate Planning, Public Relations, ESG and Operations; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Logistics Co., Ltd. Jun 2025 Director, Managing Executive Officer, in charge of Corporate Planning, Public Relations, ESG and Operations; Director, Mitsui-Soko Co., Ltd.; Director, Mitsui-Soko Logistics Co., Ltd. (current)

1973-04-14

Taisaburo NAKANO

Director

Apr 1969 Joined Mitsubishi Bank (now MUFG Bank, Ltd.) Jun 1973 Joined Tokyo Coca-Cola Bottling Co., Ltd. (now Coca-Cola Bottlers Japan Inc.) Dec 1991 Director, Tokyo Coca-Cola Bottling Co., Ltd. Mar 1996 Managing Director, Tokyo Coca-Cola Bottling Co., Ltd. Mar 2000 Senior Managing Director, Tokyo Coca-Cola Bottling Co., Ltd. Mar 2003 Representative Director, Vice President, Tokyo Coca-Cola Bottling Co., Ltd. Jan 2009 Director, Vice President Executive Officer, Tokyo Coca-Cola Bottling Co., Ltd. Nov 2013 Representative Director, President, Tie-Up Co., Ltd. (current) Jun 2018 Outside Director, Mitsui-Soko Holdings Co., Ltd. (current)

1947-03-11

Takashi HIRAI

Director

Apr 1989 Joined Bain & Company Japan, Inc. Jul 1997 Joined Dell K.K. Mar 2000 Director, Chief Marketing Officer, Crayfish Co., Ltd. Apr 2001 Head of Corporate Planning, Officer, Starbucks Coffee Japan, Ltd. Sep 2003 Executive Officer, Senior Partner, Roland Berger Ltd. Sep 2014 Special Visiting Professor, Graduate School of Business Administration, Keio University Apr 2015 Visiting Professor, Graduate School of Business Administration, Waseda University Mar 2017 Professor, Graduate School of Business Sciences, University of Tsukuba (current) Jun 2017 Outside Director, Kito Corporation Jun 2019 Outside Director, Mitsui-Soko Holdings Co., Ltd. (current)

1965-02-24

Maoko KIKUCHI

Director

Apr 1992 Appointed Public Prosecutor, Public Prosecutors Office, Ministry of Justice Aug 1997 Joined Paul Hastings LLP, Los Angeles Office Mar 1999 Registered as Attorney-at-Law; Registered as Attorney, New York State Bar Mar 1999 Joined Nagashima Ohno & Tsunematsu Apr 2004 Joined Secretariat, Japan Fair Trade Commission May 2006 Executive Officer, Chief Compliance Officer, Vodafone K.K. (now SoftBank Corp.) Apr 2014 Executive Officer, Microsoft Japan Co., Ltd. Jun 2016 Full-time Outside Audit & Supervisory Board Member, Mitsui-Soko Holdings Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Supply Chain Solutions Co., Ltd. Jun 2020 Outside Director, Mitsui-Soko Holdings Co., Ltd. (current) Jun 2020 Outside Audit & Supervisory Board Member, KADOKAWA Corporation Jul 2020 Outside Director, Hitachi Construction Machinery Co., Ltd. Nov 2023 Outside Audit & Supervisory Board Member, Ryohin Keikaku Co., Ltd. (current) Mar 2026 Outside Director (Audit and Supervisory Committee Member), Frontier Management Inc. (current)

1965-07-14

Takashi TSUKIOKA

Director

Apr 1975 Joined Idemitsu Kosan Co., Ltd. Jun 2009 Director, Idemitsu Kosan Co., Ltd. Jun 2010 Managing Director and Managing Executive Officer, Idemitsu Kosan Co., Ltd. Apr 2011 Managing Director, Idemitsu Kosan Co., Ltd. Jun 2012 Representative Director, Executive Vice President, Idemitsu Kosan Co., Ltd. Jun 2013 Representative Director, President, Idemitsu Kosan Co., Ltd. Apr 2018 Representative Director, Chairman, Idemitsu Kosan Co., Ltd. Jun 2020 Special Advisor, Idemitsu Kosan Co., Ltd. Jun 2021 Outside Director, Mizuho Financial Group, Inc. (current) Jul 2022 Honorary Advisor, Idemitsu Kosan Co., Ltd. (current) Jun 2023 Outside Director, Mitsui-Soko Holdings Co., Ltd. (current)

1951-05-15

Junko KAI

Director

Apr 1992 Registered as Attorney-at-Law (Daini Tokyo Bar Association) Dec 2002 Partner, Hamani, Takahashi & Kai Law Office (current) Mar 2007 Instructor in Criminal Defense, Legal Training and Research Institute of the Supreme Court of Japan Apr 2010 Mediation Committee Member, Tokyo Family Court Jul 2010 Preliminary Member, Ethics Review Committee, Japanese Institute of Certified Public Accountants Oct 2010 Examiner, National Bar Examination (Criminal Procedure Law); Examiner, Preliminary National Bar Examination (Criminal Procedure Law) Jun 2014 Member, Public Procurement Committee, Pension Special Account, Ministry of Health, Labour and Welfare (current) Oct 2015 Special Member, Central Construction Dispute Review Board, Ministry of Land, Infrastructure, Transport and Tourism (current) Feb 2016 Member, Disciplinary Committee, Daini Tokyo Bar Association Jun 2017 Substitute Audit & Supervisory Board Member, Idemitsu Kosan Co., Ltd. (current) Jun 2019 Outside Director, Narita International Airport Corporation (current) Jun 2020 Substitute Audit & Supervisory Board Member, Mitsui-Soko Holdings Co., Ltd. Jun 2021 Outside Audit & Supervisory Board Member, JSR Corporation Mar 2022 Outside Director, THK Co., Ltd. (current) Jun 2025 Outside Director, Mitsui-Soko Holdings Co., Ltd. (current)

1967-09-29

Hiroshi KINO

Full-time Audit & Supervisory Board Member, Senior Standing Audit & Supervisory Board Member

Apr 1984 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Apr 2014 Executive Officer, Head of Sales, the Company Oct 2014 Senior Executive Officer, Mitsui-Soko Co., Ltd. Apr 2015 Director, Senior Executive Officer, Mitsui-Soko Co., Ltd. Apr 2016 Representative Director, President, Mitsui-Soko Business Trust Co., Ltd. Apr 2017 Representative Director, Senior Managing Director, Mitsui-Soko Co., Ltd. Jun 2017 Director; Representative Director, President, Mitsui-Soko Co., Ltd. Jun 2019 Representative Director, President, Mitsui-Soko Co., Ltd. Apr 2021 Senior Executive Officer, in charge of Human Resources, HR and IT; Director, Mitsui-Soko Logistics Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. Jun 2021 Managing Director, in charge of Human Resources, HR and IT; Director, Mitsui-Soko Logistics Co., Ltd.; Audit & Supervisory Board Member, Mitsui-Soko Express Co., Ltd. Apr 2022 Managing Director, in charge of Human Resources, HR and Real Estate Business; Director, Mitsui-Soko Logistics Co., Ltd. Apr 2024 Managing Director, Special Assignment to the President; Audit & Supervisory Board Member, Mitsui-Soko Logistics Co., Ltd. Jun 2024 Full-time Audit & Supervisory Board Member; Audit & Supervisory Board Member, Mitsui-Soko Logistics Co., Ltd. Apr 2025 Full-time Audit & Supervisory Board Member; Audit & Supervisory Board Member, Mitsui-Soko Co., Ltd. Jun 2025 Senior Standing Audit & Supervisory Board Member; Audit & Supervisory Board Member, Mitsui-Soko Co., Ltd. (current)

1961-10-09

Fumio MISUGE

Full-time Audit & Supervisory Board Member

Apr 1985 Joined Tokai Bank (now MUFG Bank, Ltd.) Oct 2010 Senior Investigator, Business Audit Office, Audit Department, Tokai Bank Apr 2015 Joined Mitsui-Soko Holdings Co., Ltd. (the Company) Apr 2017 General Manager, Risk Management Department, the Company Apr 2025 Audit & Supervisory Board Member, Mitsui-Soko Logistics Co., Ltd. Jun 2025 Full-time Audit & Supervisory Board Member, the Company; Audit & Supervisory Board Member, Mitsui-Soko Logistics Co., Ltd. (current)

1962-07-16

Hideki MIYAKE

Audit & Supervisory Board Member

Apr 2000 Appointed Public Prosecutor, Public Prosecutors Office, Ministry of Justice Jun 2004 Registered as Attorney-at-Law; Joined Asher & Co. Tokyo Law Office (now Asher & Co. Law Offices, Foreign Law Joint Enterprise) Jan 2010 Joined Securities and Exchange Surveillance Commission, Financial Services Agency Jul 2013 Joined Shin Nihon LLC (now EY Shin Nihon LLC) Apr 2017 Joined Anderson Mori & Tomotsune (now Anderson Mori & Tomotsune, Foreign Law Joint Enterprise) Jan 2020 Partner, Anderson Mori & Tomotsune, Foreign Law Joint Enterprise (current) Jun 2023 Outside Audit & Supervisory Board Member, Mitsui-Soko Holdings Co., Ltd. (current)

1972-04-15

Ken KAWAMURA

Audit & Supervisory Board Member

Oct 1991 Joined Aoyama Audit Corporation Oct 2006 Joined PwC Advisory Co., Ltd. (now PwC Advisory LLC) Jan 2008 Joined Arata Audit Corporation (now PwC Japan LLC) Jan 2010 Joined PricewaterhouseCoopers Co., Ltd. (now PwC Advisory LLC) Jul 2012 Leader, TS Department, PricewaterhouseCoopers Co., Ltd. Jul 2017 Member, PwC Japan Group General Oversight Committee; Member, Oversight Committee, PwC Arata Audit Corporation (now PwC Japan LLC) Jul 2019 CFO, PwC Advisory LLC Jul 2023 Leader, Quality Control Department, PwC Advisory LLC Jul 2024 CRO, PwC Advisory LLC Jun 2025 Outside Audit & Supervisory Board Member, Mitsui-Soko Holdings Co., Ltd. (current) Jun 2026 Outside Audit & Supervisory Board Member, Morita Holdings Corporation (current)

1967-03-17

Masafumi NAKATA

Audit & Supervisory Board Member

Apr 1981 Joined Nomura Securities Co., Ltd. (now Nomura Holdings, Inc.) Dec 1997 President, Nomura Bank Nederland N.V. Dec 1998 President, Nomura Bank (Switzerland) A.G. Apr 2005 Executive Officer, CFO, Nomura Holdings, Inc. Apr 2011 President and Representative Director, Nomura Trust and Banking Co., Ltd. Apr 2014 Chairman and Representative Director, Nomura Financial Products & Services Co., Ltd. Apr 2017 Vice President and Representative Director, Japan Export Credit Insurance Corporation Jul 2024 Outside Audit & Supervisory Board Member, Global Kitchen Co., Ltd. (current) Jun 2025 Outside Audit & Supervisory Board Member, Mitsui-Soko Holdings Co., Ltd. (current)

1958-07-30

Large Shareholding Reports

Mizuho Securities Co., Ltd.

2026-07-23

2.41%→2.41%

Annual report (as of 2026-03-31): 2.50%

Mizuho Securities Co., Ltd.

2026-07-07

2.67%→2.41%

Annual report (as of 2026-03-31): 2.50%

Mizuho Securities Co., Ltd.

2026-06-05

2.67%

Annual report (as of 2026-03-31): 2.50%

Nomura Asset Management Co., Ltd.

2026-04-07

2.85%→2.76%

Mitsui Fudosan Co., Ltd.

2026-03-02

6.90%

Annual report (as of 2026-03-31): 7.01%

Nomura Asset Management Co., Ltd.

2026-02-20

2.98%→2.85%

Taiju Life Insurance Company Limited

2025-12-22

6.30%→6.28%

Sumitomo Mitsui Banking Corporation

2025-11-21

2.80%→2.79%

Annual report (as of 2026-03-31): 2.72%

Nomura Asset Management Co., Ltd.

2025-10-06

2.97%→2.98%

Nomura Asset Management Co., Ltd.

2025-09-22

3.14%→2.97%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

2.10%→2.13%