For the 2Q of the fiscal year ending March 2027, revenue increased 8.5% year-on-year, operating income was 4,484 million yen lower, and interim net income attributable to owners of parent decreased 33.8%. The full-year forecast was revised. As a growth strategy, new sites such as AZ-COM Matsubushi EAST will commence operations and group consolidation effects will boost revenue, while extraordinary one-time costs and intensified price competition have pressured profits. Shareholder returns are planned as a progressive dividend of 32 yen.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"9090","jir_company_name":"AZ-COM MARUWA Holdings Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-09","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/9090-20261109-02.pdf","jir_short_summary":"For the 2Q of the fiscal year ending March 2027, revenue increased 8.5% year-on-year, operating income was 4,484 million yen lower, and interim net income attributable to owners of parent decreased 33.8%. The full-year forecast was revised. As a growth strategy, new sites such as AZ-COM Matsubushi EAST will commence operations and group consolidation effects will boost revenue, while extraordinary one-time costs and intensified price competition have pressured profits. Shareholder returns are planned as a progressive dividend of 32 yen.","jir_summary":"### Performance Overview\nIn the second quarter of the fiscal year ending March 2027, revenue rose 8.5% year-on-year to 122,660 million yen. However, operating income declined 26.1% to 4,484 million yen, ordinary income fell 33.2% to 4,185 million yen, and interim net income attributable to owners of parent decreased 33.8% to 2,641 million yen. Profitability was pressured by increased costs such as new site startup expenses and wage revisions, and intensified price competition due to changes in the transaction structure of major customers. The full-year forecast has been revised, and while incorporating the effects of structural reforms, the company expects benefits from securing sites in advance and tariff revisions.\n\n### Outlook and Strategy\nWith the full-scale start of AZ-COM Matsubushi EAST operations, increased trunk-line transportation, and new customer acquisition, the company will expand EC ambient delivery and cold-chain food 3PL services. Structural reforms include consolidation and reorganization of sites toward higher-profitability locations, and promotion of on-site standardization and digitalization. For the full year, the company aims to maintain revenue growth while strengthening its capacity to absorb wage increases and new investment costs. Shareholder returns are planned at 32 yen under the progressive dividend policy.","jir_financial_highlights":"Revenue: 122,660 million yen (Year-over-Year +8.5%)\nOperating Income: 4,484 million yen (Year-over-Year -26.1%)\nOrdinary Income: 4,185 million yen (Year-over-Year -33.2%)\nInterim Net Income Attributable to Owners of Parent: 2,641 million yen (Year-over-Year -33.8%)","jir_category":"","jir_hashtags":"#AZ-COM_MARUWA_Holdings, #FinancialResults, #Interim, #FullYearRevision","jir_key_figures":"Revenue: 122,660 million yen (Year-over-Year +8.5%)\nOperating Income: 4,484 million yen (Year-over-Year -26.1%)\nInterim Net Income Attributable to Owners of Parent: 2,641 million yen (Year-over-Year -33.8%)","jir_meta_title":"AZ-COM MARUWA Holdings Inc. Supplementary Financial Materials | 2Q Results and Full-Year Revisions for FY Mar 2027","jir_meta_description":"Summary of AZ-COM MARUWA Holdings Inc.'s supplementary financial materials: 2Q FY Mar 2027 revenue and profit trends, background to full-year revisions, progress on growth strategy and structural reforms, and shareholder return policy.","jir_og_title":"AZ-COM MARUWA Holdings Inc. Supplementary Financial Materials | 2Q FY Mar 2027","jir_og_description":"An explanation of 2Q FY Mar 2027 performance, reasons for the full-year forecast revision, progress on growth strategy and structural reforms, and the shareholder return policy.","jir_og_image_url":"\/assets\/og\/company-financial_summary.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"[{\\\"year\\\":\\\"2025\/03\\\",\\\"value\\\":113054},{\\\"year\\\":\\\"2026\/03\\\",\\\"value\\\":122660},{\\\"year\\\":\\\"2027\/03\\\",\\\"value\\\":250000}]\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Profit Trend\", \"jir_chart_json_data\": \"[{\\\"year\\\":\\\"2025\/03\\\",\\\"value\\\":6068},{\\\"year\\\":\\\"2026\/03\\\",\\\"value\\\":4484},{\\\"year\\\":\\\"2027\/03\\\",\\\"value\\\":11200}]\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Segment Revenue Breakdown\", \"jir_chart_json_data\": \"[{\\\"segment\\\":\\\"Last Mile\\\",\\\"value\\\":27953},{\\\"segment\\\":\\\"EC Ambient Delivery\\\",\\\"value\\\":27963}]\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"[{\\\"metric\\\":\\\"Operating Margin\\\",\\\"value\\\":3.7},{\\\"year\\\":\\\"2027\/03\\\",\\\"value\\\":4.5}]\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revision Differences in Full-Year Forecast\", \"jir_chart_json_data\": \"[{\\\"period\\\":\\\"Previous Forecast\\\",\\\"value\\\":111000},{\\\"period\\\":\\\"Current Forecast\\\",\\\"value\\\":11000}]\"}]","ir_related_company":9286,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-145679","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n