K Line President Outlines Next Growth Strategy on Nikkei CNBC　五十嵐社長、日経CNBCで次期成長戦略を説明

K Line Incorporates Hormuz Crisis into Earnings Forecast, Prioritises Safe Operations and Capital Efficiency

川崎汽船、ホルムズ危機を業績予想に織り込み　安全運航と資本効率向上を重視

　Takenori Igarashi, Representative Executive Officer, President and Chief Executive Officer of Kawasaki Kisen Kaisha, Ltd. (K Line), appeared on Nikkei CNBC’s “Top Interview” segment of the “Morning Express” programme on 10 July, where he outlined the company’s fiscal 2026 earnings forecast and the direction of its next medium-term management plan, which will begin in fiscal 2027.

■The full article covers the following topics (approximately 1,200 Japanese characters)

→ How K Line has incorporated developments surrounding the Strait of Hormuz and the Suez Canal into the assumptions underpinning its earnings forecast

→ The specific approach to improving capital efficiency and pursuing growth investment under the next medium-term management plan

→ The latest developments in decarbonisation initiatives, including LNG-fuelled vessels, CCS and Seawing

→ The management strategy aimed at achieving an ROE of more than 15%, together with future growth plans, including potential M&A

→ Maritime Bridge Japan’s exclusive analysis of how Japan’s major shipping companies are responding to the Hormuz crisis

(The remainder of this article is available in the paid edition published in both English and Japanese. The Japanese article follows the English version.)

五十嵐社長、日経CNBCで次期成長戦略を説明

川崎汽船、ホルムズ危機を業績予想に織り込み　安全運航と資本効率向上を重視

　川崎汽船の五十嵐武宣（Takenori Igarashi）代表執行役社長は10日、日経CNBCの番組「朝エクスプレス」の「トップに聞く」に出演し、同社の2026年度業績予想や2027年度から始まる次期中期経営計画の方向性について説明した。

■記事本文では以下の内容を読むことができます（記事全文約1,200文字）

→ ホルムズ海峡やスエズ運河の情勢を、川崎汽船はどのような前提で業績予想に反映しているのか

→ 次期中期経営計画で掲げる資本効率向上と成長投資、その具体的な考え方とは

→ LNG燃料船、CCS、Seawingなど脱炭素関連事業の最新の取り組み

→ ROE15％超を目標とする経営戦略と、M&Aを含む今後の成長方針

→ ホルムズ危機を踏まえた邦船各社の対応について、Maritime Bridge Japan独自取材で読み解く

Screen Shot of Nikkei CNBC, https://www.nikkei-cnbc.co.jp/program/1807_topinterview

（続きは英語と日本語で書かれた有料版の本文でお読みください。日本語の記事は英文記事に続いて掲載されています）