Overview
Warehousing and Harbor Transportation Service

KANTSU CO.,LTD.

Kantsuu provides EC and mail-order fulfillment services, managing inbound, inventory, and outbound logistics on behalf of e-commerce and direct-to-consumer clients from its network of distribution centers primarily in the Kansai and Kanto regions of Japan. The company supplements its physical logistics operations with proprietary technology, including its cloud-based warehouse management system 'Cloud Thomas' and checklist system 'Annie,' as well as order management outsourcing and contact center services. Additional business lines include logistics consulting, IT automation (SaaS licensing of internally developed tools), and, since 2023, book/publication logistics through subsidiary Kantsuu Nextlogi Co., Ltd.

Market Cap
¥4.21B
US$26.9M
EV
¥9.19B
US$58.6M
Stock¥415▼-1.89%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
17.3
x
LTM EV/EBIT
48.8
x
LTM PER
467.6
x
LTM PBR
2.1
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-35.0%pt
100123
Oct 24, 25 – Oct 23, 26StockTOPIX
1Jul 15, 26Q1 FY2027/02 earnings announced
2Oct 16, 26H1 results diverged from forecast; full-year guidance withdrawn
3Oct 20, 26H1 earnings release and withdrawal of full-year forecast
MC → EV Bridge
4.21BUS$26.9MMarket Cap8.45BUS$53.9M+ Debt3.34BUS$21.3M− Cash0.13BUS$0.86M− Inv. Sec.9.19BUS$58.6MEV
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Performance & Balance
Revenue 5Y (¥B)
10.1US$64.4M'22/210.5US$66.9M'23/211.9US$76.1M'24/215.3US$97.4M'25/218.3US$117M'26/2
EBITDA 5Y (¥B)
1.03US$6.59M'22/20.80US$5.12M'23/20.77US$4.89M'24/20.31US$1.97M'25/20.65US$4.14M'26/2
Net Income 5Y (¥B)
0.46US$2.95M'22/20.63US$4.01M'23/20.05US$0.31M'24/2-0.85-US$5.41M'25/20.21US$1.31M'26/2
Capital Structure
19%
81%
EquityD/E 4.30xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
3.01US$19.2M5.19US$33.1M'22/23.43US$21.9M4.27US$27.2M'23/22.55US$16.3M5.65US$36.1M'24/21.99US$12.7M6.21US$39.6M'25/22.63US$16.7M7.34US$46.8M'26/2
Shareholders
Top 10 hold 62.2%
1
Logi Estate Co., Ltd.
43.10%
2
Hiroyuki YOSHIOKA
4.95%
3
Rakuten Group,Inc.
4.91%
4
Toshitaka TATSUKI
1.52%
5
Yuka IWASAKO
1.51%
6
Toshimoto TATSUKI
1.46%
7
Taiki TATSUKI
1.45%
8
Masaru WASAMI
1.19%
9
Hiroshi ASAKURA
1.10%
10
The Kiyo Bank,Ltd.
1.03%
Management
12 officers
Hisahiro TATSUKI
Representative Director, Chairman
Jul 1983 Founded Kei Service (freight transport) as a sole proprietorship Apr 1986 Established Kei Service Co., Ltd. (now the Company); Representative Director Mar 1996 Reorganized the company as Kansai Shogyo Ryutsu Co., Ltd. (now the Company); Representative Director, President Apr 2026 Representative Director, Chairman of the Company (current)
1960-05-12
Toshitaka TATSUKI
Representative Director, President
Mar 2004 Joined the Company Sep 2010 General Manager, Second Distribution Center, the Company Mar 2011 Director, the Company Apr 2014 Director, General Manager, Logistics Business Division, the Company Mar 2017 Director, General Manager, Administration Division, the Company Sep 2017 Director, General Manager, Business Planning Division, the Company Mar 2020 Director, in charge of Logistics Planning and Business Planning Divisions, the Company May 2020 Managing Director, in charge of Business Planning Division, the Company Sep 2020 Managing Director, in charge of Business Planning and System Development Divisions, the Company Feb 2021 Managing Director, in charge of Business Planning Division, the Company Mar 2022 Representative Director, Kantsu Business Service Co., Ltd. Mar 2023 Vice President, Director, in charge of Business Planning and Administration Divisions, the Company Sep 2023 Vice President, Director, in charge of Business Planning Division, the Company Dec 2023 Director, Kantsu Next Logi Co., Ltd. (current) Mar 2024 Vice President, Director, in charge of Finance Division, the Company Nov 2024 Director, Kantsu Business Service Co., Ltd. Nov 2024 Vice President, Director, in charge of Business Planning Division, the Company Jul 2025 Representative Director, Kantsu Business Service Co., Ltd. (current) Aug 2025 Representative Director, TrustRing Co., Ltd. (current) Apr 2026 Representative Director, President of the Company (current)
1982-02-23
Hiroshi ASAKURA
Director, in charge of Kansai Logistics
Oct 1998 Joined the Company May 2004 Director, in charge of Logistics Business, the Company Dec 2005 Managing Director, in charge of Logistics Business, the Company Mar 2006 Managing Director, General Manager, Logistics Business Division, the Company Mar 2017 Managing Director, in charge of overall Logistics Business, the Company May 2020 Senior Managing Director, in charge of overall Logistics Business, the Company Dec 2023 Representative Director, Kantsu Next Logi Co., Ltd. (current) Aug 2024 Representative Director, Kantsu West Logistics Co., Ltd. (current) Apr 2026 Director, in charge of Kansai Logistics, the Company (current)
1973-05-05
Seigo MATSUOKA
Senior Managing Director, in charge of Marketing
Apr 2000 Joined Wantowan Co., Ltd. Aug 2004 Joined the Company Mar 2011 Director, General Manager, Sales Department, the Company Mar 2012 Managing Director, General Manager, Sales Division, the Company Mar 2019 Managing Director, in charge of Sales, Logistics Planning and Education Business Divisions, the Company Oct 2019 Managing Director, in charge of Sales and Education Business Divisions, the Company May 2020 Senior Managing Director, in charge of Sales and Education Business Divisions, the Company Mar 2023 Senior Managing Director, in charge of overall Sales Division, the Company Apr 2026 Senior Managing Director, in charge of Marketing, the Company (current)
1977-11-28
Yuki FURUKAWA
Director, in charge of WMS Development
Aug 2003 Joined Konoike Transport Co., Ltd. Oct 2004 Joined Kansai All Trans Co., Ltd. (now Sumisho Global Logistics Co., Ltd.) Jun 2017 Joined Logi Link Co., Ltd. Sep 2017 Joined the Company; General Manager, Metropolitan Area Logistics Business Division, the Company May 2018 Director, General Manager, Metropolitan Area Logistics Business Division, the Company Mar 2020 Director, General Manager, Tokyo Logistics Business Division, the Company May 2020 Managing Director, in charge of Tokyo Logistics Business Division, the Company Feb 2021 Managing Director, in charge of Tokyo Logistics Business and Information Systems Divisions, the Company Oct 2023 Director, Spicecode Co., Ltd. Oct 2023 Managing Director, in charge of System and Information Systems Divisions, the Company Oct 2025 Representative Director, NewsNyx Co., Ltd. (current) Apr 2026 Director, in charge of WMS Development, the Company (current)
1981-07-14
Akihiro KAWAI
Director, in charge of Kanto Logistics
Apr 2010 Joined the Company Apr 2016 General Manager, Second Logistics Department, Logistics Business Division, the Company Mar 2019 General Manager, Rakuten Logistics Business Division, the Company May 2020 General Manager, Kansai Logistics Business Division, the Company May 2022 Director, in charge of Kansai Logistics Business Division, the Company Nov 2025 Representative Director, Kantsu East Logistics Co., Ltd. (current) Apr 2026 Director, in charge of Kanto Logistics, the Company (current)
1987-10-25
Yoshiki NISHIKAWA
Director
Apr 1993 Joined Sanwa Bank (now MUFG Bank, Ltd.) Mar 2023 Joined the Company; General Manager, Growth Strategy Office Mar 2024 Head, Strategy Office, the Company Mar 2025 General Manager, Management Administration Department, Administration Division, the Company Apr 2026 General Manager, Finance Strategy Division, the Company (current) Apr 2026 Director, in charge of Human Resources and Finance Strategy Divisions, the Company (current)
1969-11-03
Kae SUGIMOTO
Director, Full-time Audit and Supervisory Committee Member
Aug 2016 Joined the Company Feb 2017 Center Manager, EC Logistics Center, the Company Jan 2018 Center Manager, Second Mail-Order Center, the Company Aug 2019 Center Manager, Kansai Main Center, the Company Sep 2020 General Manager, Purchasing and Facility Management Department, the Company Jun 2022 Head, Internal Audit Office, the Company Jul 2024 General Manager, General Affairs Department, the Company Nov 2024 Joined Information Systems Department, the Company
1984-08-06
Takashi KUSABUKA
Director, Audit and Supervisory Committee Member
Apr 1985 Joined Sumitomo Bank (now Sumitomo Mitsui Banking Corporation) Jul 2001 Joined Pacific Golf Management Co., Ltd. Mar 2003 Director, Pacific Golf Management Co., Ltd. Dec 2004 Director, PMG Holdings Co., Ltd. Mar 2006 Representative Director, Pacific Golf Properties Co., Ltd. Dec 2007 Representative Director, President, PGM Holdings Co., Ltd. May 2012 Representative Partner, A-WIND LLC (current) Jul 2013 Director, Dream Cross Co., Ltd. (current) Nov 2013 Director, Takataki Links Club Co., Ltd. (current) Oct 2015 Representative Director, President, SH Holdings Co., Ltd. (current) Apr 2017 Representative Director, President, GTech Co., Ltd. (current) May 2018 Audit & Supervisory Board Member, the Company May 2019 Director, Audit and Supervisory Committee Member, the Company (current) Jun 2019 Representative Director, President, Dental Support Co., Ltd. (current) Apr 2024 Representative Director, President, Japan HYDREXIA Co., Ltd. (current)
1962-11-23
Akira TABATA
Director, Audit and Supervisory Committee Member
Apr 1992 Registered as attorney; joined Ohebashi Law Office (now Ohebashi LPC & Partners) Apr 1998 Opened Akira Tabata Law Office (now Tabata Sogo Law Office) (current) Jun 2000 Audit & Supervisory Board Member, Elecom Co., Ltd. May 2014 Outside Director, Konan Co., Ltd. (current) Oct 2019 Director, Audit and Supervisory Committee Member, the Company (current) Jun 2025 Outside Audit & Supervisory Board Member, Sky Co., Ltd. (current)
1959-03-21
Michiharu KI
Director, Audit and Supervisory Committee Member
Apr 1983 Joined Ono Pharmaceutical Co., Ltd. Dec 2003 Representative Director, President, Beauty Support Co., Ltd. May 2010 Representative Director, President, Vivadi Japan Co., Ltd. (current) May 2024 Director, Audit and Supervisory Committee Member, the Company (current)
1960-02-09
Shinji NASU
Director, Audit and Supervisory Committee Member
Apr 1996 Joined Mitsubishi Electric Business Systems Co., Ltd. Aug 1997 Joined Epson Sales Japan Co., Ltd. Feb 2009 Joined Funai Soken Inc. (now Funai Soken Holdings Inc.) May 2026 Director, Audit and Supervisory Committee Member, the Company (current)
1976-09-28
Large Shareholding Reports
No filings
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-10-15
Q2 Earnings Flash
FY ending Feb 2027
EDINET
2026-10-15
Semi-Annual Securities Report
Period: Mar 2026 – Feb 2027
TDnet
2026-07-14
Q1 Earnings Flash
FY ending Feb 2027
EDINET
2026-05-29
Annual Securities Report
Period: Mar 2025 – Feb 2026
TDnet
2026-01-14
Q3 Earnings Flash
FY ending Feb 2026
EDINET
2025-10-14
Semi-Annual Securities Report
Period: Mar 2025 – Feb 2026
TDnet
2025-07-11
Q1 Earnings Flash
FY ending Feb 2026
EDINET
2025-05-30
Annual Securities Report
Period: Mar 2024 – Feb 2025
TDnet
2025-01-14
Q3 Earnings Flash
FY ending Feb 2025
EDINET
2024-10-11
Semi-Annual Securities Report
Period: Mar 2024 – Feb 2025
EDINET
2024-07-12
Quarterly Securities Report
Period: Mar 2024 – May 2024
TDnet
2024-07-12
Q1 Earnings Flash
FY ending Feb 2025
EDINETAmended
2024-06-07
Amended Annual Securities Report
Period: Mar 2023 – Feb 2024
EDINET
2024-05-30
Annual Securities Report
Period: Mar 2023 – Feb 2024
EDINET
2024-01-15
Quarterly Securities Report
Period: Sep 2023 – Nov 2023
EDINET
2023-10-12
Quarterly Securities Report
Period: Jun 2023 – Aug 2023
EDINET
2023-07-14
Quarterly Securities Report
Period: Mar 2023 – May 2023
EDINET
2023-05-30
Annual Securities Report
Period: Mar 2022 – Feb 2023
EDINET
2023-01-13
Quarterly Securities Report
Period: Sep 2022 – Nov 2022
EDINET
2022-10-14
Quarterly Securities Report
EDINET
2022-07-14
Quarterly Securities Report
EDINET
2022-06-14
Securities Registration Statement
EDINET
2022-05-30
Annual Securities Report
EDINET
2022-01-14
Quarterly Securities Report
EDINET
2021-10-14
Quarterly Securities Report
EDINET
2021-07-14
Quarterly Securities Report
EDINET
2021-05-27
Annual Securities Report
EDINET
2021-01-14
Quarterly Securities Report
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