Valuation Update With 7 Day Price Move • 20h
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥2,452, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 63% over the past year. New Risk • Jun 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (6.7% average weekly change). Board Change • Jun 20
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Nobutoshi Ichimaru was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jun 18
Seibu Giken Co.,Ltd. to Report Q2, 2026 Results on Aug 07, 2026 Seibu Giken Co.,Ltd. announced that they will report Q2, 2026 results on Aug 07, 2026 Announcement • May 11
Seibu Giken Co.,Ltd. to Report Q1, 2026 Results on May 08, 2026 Seibu Giken Co.,Ltd. announced that they will report Q1, 2026 results on May 08, 2026 Reported Earnings • May 09
First quarter 2026 earnings released: EPS: JP¥73.29 (vs JP¥45.21 in 1Q 2025) First quarter 2026 results: EPS: JP¥73.29 (up from JP¥45.21 in 1Q 2025). Revenue: JP¥9.62b (up 41% from 1Q 2025). Net income: JP¥1.44b (up 56% from 1Q 2025). Profit margin: 15% (up from 14% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Machinery industry in Japan. New Risk • May 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (7.6% average weekly change). New Risk • Mar 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (5.7% average weekly change). Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to JP¥2,387, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Machinery industry in Japan. Total returns to shareholders of 50% over the past year. New Risk • Feb 18
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Dividend per share is over 12x cash flows per share. Dividend yield: 3.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 16
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥173 (up from JP¥163 in FY 2024). Revenue: JP¥34.3b (up 7.0% from FY 2024). Net income: JP¥3.46b (up 3.6% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Machinery industry in Japan. Announcement • Feb 13
Seibu Giken Co.,Ltd., Annual General Meeting, Mar 27, 2026 Seibu Giken Co.,Ltd., Annual General Meeting, Mar 27, 2026. Announcement • Dec 24
Seibu Giken Co.,Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026 Seibu Giken Co.,Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 11 March 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%). Reported Earnings • Nov 12
Third quarter 2025 earnings released: EPS: JP¥46.23 (vs JP¥51.42 in 3Q 2024) Third quarter 2025 results: EPS: JP¥46.23 (down from JP¥51.42 in 3Q 2024). Revenue: JP¥7.74b (down 11% from 3Q 2024). Net income: JP¥918.0m (down 13% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Machinery industry in Japan. Announcement • Sep 18
Seibu Giken Co.,Ltd. to Report Q3, 2025 Results on Nov 10, 2025 Seibu Giken Co.,Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025 Declared Dividend • Aug 11
Dividend of JP¥70.00 announced Shareholders will receive a dividend of JP¥70.00. Ex-date: 29th December 2025 Payment date: 11th March 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (29% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 5.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 09
Second quarter 2025 earnings released: EPS: JP¥28.65 (vs JP¥44.34 in 2Q 2024) Second quarter 2025 results: EPS: JP¥28.65 (down from JP¥44.34 in 2Q 2024). Revenue: JP¥7.06b (down 21% from 2Q 2024). Net income: JP¥572.0m (down 37% from 2Q 2024). Profit margin: 8.1% (down from 10% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Announcement • Jun 06
Seibu Giken Co.,Ltd. to Report Q2, 2025 Results on Aug 08, 2025 Seibu Giken Co.,Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025 Reported Earnings • May 11
First quarter 2025 earnings released: EPS: JP¥45.21 (vs JP¥23.46 in 1Q 2024) First quarter 2025 results: EPS: JP¥45.21 (up from JP¥23.46 in 1Q 2024). Revenue: JP¥6.84b (up 18% from 1Q 2024). Net income: JP¥924.0m (up 92% from 1Q 2024). Profit margin: 14% (up from 8.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Japan. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to JP¥1,326, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Machinery industry in Japan. Total loss to shareholders of 24% over the past year. Announcement • Mar 27
Seibu Giken Co.,Ltd. to Report Q1, 2025 Results on May 09, 2025 Seibu Giken Co.,Ltd. announced that they will report Q1, 2025 results on May 09, 2025 Announcement • Mar 18
Seibu Giken Co.,Ltd. Announces Executive Officer Appointments Seibu Giken Co. Ltd. has announced changes to its executive officers, effective March 27, 2025. The company will appoint Koji Inoue as Executive Officer of the Development Division, Hideki Inoue as Executive Officer of the New Business Creation Office, and Kazuhiko Kawaguchi as Executive Officer of the Solution Division Solution Promotion Department. Additionally, the company has provided an overview of its planned executive structure following the 60th Ordinary General Meeting of Shareholders, set for March 27, 2025. Key appointments include Fumio Kuma as Representative Director and Executive President, Makoto Shimozono as Director and Managing Executive Officer of Business Management, and Miwa Hirakawa as Director and Senior Executive Officer of Corporate Management Operations. The audit committee will consist of Takashi Tanabe as Director and Full-time Audit Committee Member, along with independent members Kenji Uchida and Nobutoshi Ichimaru. Keisuke Kida will serve as Senior Executive Officer and Chief Strategy Officer of the Solution Division. The newly appointed executive officers are: Mototsugu Nagamatsu as Executive Officer of the Global Procurement Division, Takashi Fujikawa as Executive Officer of the Manufacturing Division, Kei Sumita as Executive Officer of the After Sales Service Division, Koji Inoue as Executive Officer of the Development Division, Hideki Inoue as Executive Officer of the New Business Creation Office, and Kazuhiko Kawaguchi as Executive Officer of the Solution Division Solution Promotion Department. These appointments reflect the company’s ongoing efforts to strengthen its leadership in key operational areas. Reported Earnings • Feb 16
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: EPS: JP¥163 (down from JP¥180 in FY 2023). Revenue: JP¥32.1b (up 12% from FY 2023). Net income: JP¥3.34b (down 2.8% from FY 2023). Profit margin: 10% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 5.8%. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Machinery industry in Japan. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 12 March 2025. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.3%). Announcement • Dec 12
Seibu Giken Co.,Ltd. to Report Fiscal Year 2024 Results on Feb 14, 2025 Seibu Giken Co.,Ltd. announced that they will report fiscal year 2024 results on Feb 14, 2025 Buy Or Sell Opportunity • Nov 29
Now 21% undervalued Over the last 90 days, the stock has risen 8.9% to JP¥1,671. The fair value is estimated to be JP¥2,115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 24% in the next 2 years. Reported Earnings • Nov 18
Third quarter 2024 earnings released: EPS: JP¥51.42 (vs JP¥40.21 in 3Q 2023) Third quarter 2024 results: EPS: JP¥51.42 (up from JP¥40.21 in 3Q 2023). Revenue: JP¥8.68b (up 3.0% from 3Q 2023). Net income: JP¥1.05b (up 28% from 3Q 2023). Profit margin: 12% (up from 9.8% in 3Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Machinery industry in Japan. Buy Or Sell Opportunity • Nov 08
Now 22% undervalued Over the last 90 days, the stock has risen 20% to JP¥1,637. The fair value is estimated to be JP¥2,094, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last year. Earnings per share has declined by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 33% in the next 2 years. Buy Or Sell Opportunity • Oct 23
Now 20% undervalued Over the last 90 days, the stock has risen 16% to JP¥1,685. The fair value is estimated to be JP¥2,113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last year. Earnings per share has declined by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 35% in the next 2 years. Announcement • Sep 25
Seibu Giken Co.,Ltd. to Report Q3, 2024 Results on Nov 14, 2024 Seibu Giken Co.,Ltd. announced that they will report Q3, 2024 results on Nov 14, 2024 Reported Earnings • Aug 12
Second quarter 2024 earnings released Second quarter 2024 results: EPS: JP¥44.34. Net income: JP¥909.0m (up JP¥909.0m from 2Q 2023). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥1,213, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 11x in the Machinery industry in Japan. Buy Or Sell Opportunity • Jul 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to JP¥1,455. The fair value is estimated to be JP¥1,841, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last year. Earnings per share has declined by 20%. Announcement • Jun 02
Seibu Giken Co.,Ltd. to Report Q2, 2024 Results on Aug 09, 2024 Seibu Giken Co.,Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024 Announcement • May 22
Seibu Giken Co.,Ltd. (TSE:6223) agreed to acquire 5% stake in Kumyoungeng Co., Ltd. Seibu Giken Co.,Ltd. (TSE:6223) agreed to acquire 5% stake in Kumyoungeng Co., Ltd on May 20, 2024. The agreement and closing is expected on June 17, 2024. Reported Earnings • May 18
First quarter 2024 earnings released First quarter 2024 results: EPS: JP¥23.46. Net income: JP¥481.0m (up JP¥481.0m from 1Q 2023). Valuation Update With 7 Day Price Move • May 16
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to JP¥1,360, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 13x in the Machinery industry in Japan. Buy Or Sell Opportunity • May 16
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to JP¥1,360. The fair value is estimated to be JP¥1,789, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last year. Earnings per share has declined by 7.9%. Announcement • Mar 02
Seibu Giken Co.,Ltd. to Report Q1, 2024 Results on May 15, 2024 Seibu Giken Co.,Ltd. announced that they will report Q1, 2024 results on May 15, 2024 Reported Earnings • Feb 17
Full year 2023 earnings released: EPS: JP¥180 (vs JP¥196 in FY 2022) Full year 2023 results: EPS: JP¥180 (down from JP¥196 in FY 2022). Revenue: JP¥28.7b (up 15% from FY 2022). Net income: JP¥3.43b (down 12% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was driven by higher expenses. Announcement • Feb 15
Seibu Giken Co.,Ltd., Annual General Meeting, Mar 28, 2024 Seibu Giken Co.,Ltd., Annual General Meeting, Mar 28, 2024. Announcement • Jan 29
Seibu Giken Co.,Ltd. Revises Earnings Guidance for the Year Ended December 31, 2023 Seibu Giken Co.,Ltd. revised earnings guidance for the year ended December 31, 2023. For the year, the company expects net sales of JPY 28,600 million compared to Previous forecast of JPY 27,147 million, Operating profit of JPY 4,250 million compared to Previous forecast of JPY 5,236 million, Net profit attributable to owners of the parent of JPY 3,400 million compared to Previous forecast of JPY 4,075 million, and Net profit per share of JPY 165.85 compared to Previous forecast of JPY 213.96. Announcement • Dec 15
Seibu Giken Co.,Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024 Seibu Giken Co.,Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024 Valuation Update With 7 Day Price Move • Nov 29
Investor sentiment improves as stock rises 36% After last week's 36% share price gain to JP¥1,982, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 12x in the Machinery industry in Japan. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to JP¥1,637, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 12x in the Machinery industry in Japan. Announcement • Oct 07
Seibu Giken Co.,Ltd. to Report Q3, 2023 Results on Nov 14, 2023 Seibu Giken Co.,Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023 Announcement • Oct 05
Seibu Giken Co.,Ltd. has completed an IPO in the amount of ¥13.70382 billion. Seibu Giken Co.,Ltd. has completed an IPO in the amount of ¥13.70382 billion.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 1,930,000
Price\Range: ¥2600
Discount Per Security: ¥156
Security Name: Shares
Security Type: Common Stock
Securities Offered: 3,340,700
Price\Range: ¥2600
Discount Per Security: ¥156 Board Change • Oct 03
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. Director Hiroshi Okano was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. 