日本海事新聞ニュース Japan Maritime Daily May 08, 2025 (Thu)

“K”Line predicts 66% profit drop this year

　“K”Line announced on May 7 that its consolidated ordinary profit for the fiscal year ending March 2 ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CK%E2%80%9DLine+announced+on+May+7+that+its+consolidated+ordinary+profit+for+the+fiscal+year+ending+March+2026+is+expected+to+be+105+billion+yen%2C+down+66%25+from+the+previous+period.+The+main+reason+for+the+significant+decrease+in+profits+is+the+deterioration+in+the+supply+and+demand+balance+due+to+the+increased+supply+of+newly+built+container+ships.+The+appreciation+of+the+yen+and+the+impact+of+US+tariff+policy+will+also+be+factors+pushing+down+profits.+President+Takenori+Igarashi+predicted+that+tariffs+would+result+in+a+30+billion+yen+decrease+in+profits%2C+explaining%2C+%E2%80%9CThis+earnings+forecast+is+based+on+the+assumption+that+the+impact+currently+expected+on+both+the+self-operated+business+and+the+container+ship+business+will+continue+for+a+year.%E2%80%9C+The+company+also+decided+to+increase+total+shareholder+returns+by+50+billion+yen+during+the+medium-term+management+plan+period+to+more+than+800+billion+yen.+%3Cbr%3E%E3%80%80Excluding+ordinary+profit%2C+consolidated+earnings+forecasts+for+the+fiscal+year+ending+March+2026+are+a+9%25+decrease+in+sales+to+950+billion+yen%2C+a+22%25+decrease+in+operating+profit+to+80+billion+yen%2C+and+a+67%25+decrease+in+net+profit+to+100+billion+yen.+%3Cbr%3E%E3%80%80Ordinary+profit+forecast+before+taking+into+account+the+impact+of+tariffs+is+135+billion+yen.+The+self-operated+business+is+expected+to+decrease+by+13.5+billion+yen+due+to+a+decrease+in+the+number+of+vehicles+transported+by+PCTCs%2C+while+the+container+ship+business+is+expected+to+decrease+by+16.5+billion+yen+due+to+a+decrease+in+cargo+volume+and+falling+freight+rates.+%3Cbr%3E%E3%80%80The+impact+of+the+port+entry+fee+measures+announced+by+the+United+States+Trade+Representative+%28USTR%29+on+China-related+ships+and+PCTCs+has+not+been+factored+into+this+earnings+forecast.+%3Cbr%3E%E3%80%80The+exchange+rate+assumption+is+1+dollar+%3D+140.79+yen.+Due+to+the+appreciation+of+the+yen+by+approximately+12+yen+compared+to+the+previous+period%2C+a+decrease+in+profits+of+29+billion+yen+is+expected.+The+assumed+fuel+oil+price+is+%24574+per+ton.+It+is+not+expected+that+navigation+through+the+Suez+Canal+will+resume%2C+and+the+route+via+the+Cape+of+Good+Hope+is+likely+to+continue.+%3Cbr%3E%E3%80%80In+terms+of+exchange+rate+sensitivity%2C+a+1+yen+fluctuation+will+have+an+impact+of+1.6+billion+yen.+The+annual+dividends+are+expected+to+be+120+yen+per+share%2C+consisting+of+a+basic+dividend+of+40+yen+plus+an+additional+dividend+of+80+yen.+The+basic+dividend+has+been+increased+by+20+yen+since+the+last+announcement+in+February+of+this+year.+%3Cbr%3E%E3%80%80In+terms+of+ordinary+profit+forecasts+by+segment%2C+product+logistics%2C+including+the+container+shipping+business%2C+is+expected+to+be+102.5+billion+yen%2C+down+65%25+from+the+previous+period.+This+is+due+to+a+worsening+supply+and+demand+situation+for+container+ships%2C+the+impact+of+tariffs%2C+and+a+decrease+in+cargo+movements+on+PCTCs.+%3Cbr%3E%E3%80%80Profits+from+the+container+shipping+business+are+expected+to+fall+82%25+to+37+billion+yen.+The+number+of+vehicles+transported+by+PCTCs+is+expected+to+decrease+1%25+to+3.31+million+units.+The+company+also+plans+to+disclose+segment+profits+for+PCTCs+during+this+period.+%3Cbr%3E%E3%80%80Ordinary+profit+for+the+dry+bulk+segment+is+also+expected+to+decrease+by+33%25+to+9+billion+yen.+This+takes+into+account+the+risk+of+fluctuations+in+cargo+conditions+due+to+the+impact+of+US+tariff+policy.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+energy+resources+are+expected+to+increase+33%25+to+6.5+billion+yen.+Stable+profits+will+be+secured+through+medium-+to+long-term+contracts+for+LNG+%28liquefied+natural+gas%29+carriers%2C+thermal+coal+carriers%2C+VLCCs+%28Very+Large+Crude+Carrier%29%2C+and+LPG+%28liquefied+petroleum+gas%29+carriers.+The+disappearance+of+temporary+factors+from+the+previous+period+also+contributed+to+this.+%3Cbr%3E%E3%80%80The+consolidated+financial+results+for+the+fiscal+year+ending+March+2025+announced+on+the+same+day+showed+sales+increasing+9%25+from+the+previous+period+to+1.0479+trillion+yen%2C+operating+profit+increasing+22%25+to+102.8+billion+yen%2C+ordinary+profit+increasing+2.3+times+to+308+billion+yen%2C+and+net+profit+increasing+three+times+to+305.3+billion+yen.+The+annual+dividend+is+100+yen+per+share.+The+actual+results+for+the+previous+period+were+250+yen+before+shareholder+split.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

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