Dimerco Express Group (5609) reported consolidated revenue of NT$2.486 billion for September 2025, representing a 5.4% decrease compared with the same period last year but a 1.2% increase from the previous month. Air and ocean freight volumes continued to grow in September, both increasing by nearly 20% year over year. However, revenue growth was affected by exchange rate fluctuations. For the cumulative period from January to September, air and ocean freight volumes increased by more than 20% compared with the same period last year, while the Group’s total consolidated revenue reached NT$21.726 billion, marking a 10.6% year-over-year increase.
In September, the traditional air freight peak season arrived, driving strong demand for air shipments from Taiwan and Southeast Asia—particularly from Thailand, Vietnam, Malaysia, and Singapore. Exports to the United States increased due to higher demand for AI servers, consumer electronics, and other high-tech products. The Asian market remained active, helping sustain freight rates.
In the ocean freight market, demand softened as the peak season ended. U.S. imports declined due to trade policies and high inventory levels, while European demand remained flat amid weak consumer spending. Excess capacity and sluggish demand continued to pressure the market, and even though carriers reduced space, freight rates kept falling. Overall, the ocean freight market slowed, though space availability and rates in Asia remained stable.
Dimerco positions itself as “the most competitive global logistics service provider.” Through clear market positioning and a differentiated regional strategy, Dimerco has built a global network of over 150 locations in key niche markets, including 130 across the Asia-Pacific region. Dimerco’s deep-rooted strategy in Asia-Pacific has proven effective in leveraging local expertise to drive growth, particularly amid challenges posed by U.S. tariffs and trade tensions. At the same time, Dimerco is actively expanding into high-growth regions like the USA, Mexico, and Brazil, helping customers extend their reach with its proven expertise. In response to the complexities of U.S. tariff policies, Dimerco plays a critical role by offering a consultative approach, which has proven vital in trade compliance, particularly among U.S. importers trying to understand the financial and supply chain implications of shifting U.S. trade policies. This expertise has earned the trust and recognition of its customers.
Dimerco is actively leveraging AI to drive digital transformation, significantly enhancing operational efficiency, strengthening compliance management, and optimizing customer service. Through digital marketing that promotes value-driven services, Dimerco aims to be a trusted partner, not just a service provider, by employing a 360 marketing approach to build deeper relationships with customers and develop solutions tailored to their needs. Amid the current volatility in global currency markets, Dimerco closely monitors exchange rate trends. By leveraging a diversified currency portfolio and a flexible financial structure, Dimerco effectively mitigates foreign exchange risks and ensures stable business development. Looking ahead, with the resources and capabilities built upon its positioning as “the most competitive global logistics service provider,” Dimerco is poised for continued growth and the achievement of new milestones.
Spokesperson: Jack Ruan +886 921-062500 / +8862 2796-3660#222
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