Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥62.29 (vs JP¥47.28 in FY 2025) Full year 2026 results: EPS: JP¥62.29 (up from JP¥47.28 in FY 2025). Revenue: JP¥102.8b (up 19% from FY 2025). Net income: JP¥17.3b (up 31% from FY 2025). Profit margin: 17% (up from 15% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 15
Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 25, 2026 Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 25, 2026. Announcement • May 10
Senshu Ikeda Holdings, Inc. to Report Fiscal Year 2026 Results on May 15, 2026 Senshu Ikeda Holdings, Inc. announced that they will report fiscal year 2026 results on May 15, 2026 New Risk • Mar 30
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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change). Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥909, the stock trades at a trailing P/E ratio of 18.8x. Average trailing P/E is 14x in the Banks industry in Japan. Total returns to shareholders of 329% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.50 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.7%). Announcement • Dec 09
Senshu Ikeda Holdings, Inc. to Report Q3, 2026 Results on Jan 27, 2026 Senshu Ikeda Holdings, Inc. announced that they will report Q3, 2026 results on Jan 27, 2026 Declared Dividend • Dec 09
First half dividend of JP¥10.50 announced Shareholders will receive a dividend of JP¥10.50. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Nov 25
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 14% to JP¥750. The fair value is estimated to be JP¥613, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥17.26 (vs JP¥14.91 in 2Q 2025) Second quarter 2026 results: EPS: JP¥17.26 (up from JP¥14.91 in 2Q 2025). Revenue: JP¥26.6b (up 21% from 2Q 2025). Net income: JP¥4.80b (up 15% from 2Q 2025). Profit margin: 18% (down from 19% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Sep 02
Senshu Ikeda Holdings, Inc. to Report Q2, 2026 Results on Nov 14, 2025 Senshu Ikeda Holdings, Inc. announced that they will report Q2, 2026 results at 3:00 PM, Tokyo Standard Time on Nov 14, 2025 Reported Earnings • Jul 30
First quarter 2026 earnings released: EPS: JP¥13.88 (vs JP¥15.24 in 1Q 2025) First quarter 2026 results: EPS: JP¥13.88 (down from JP¥15.24 in 1Q 2025). Revenue: JP¥22.7b (up 2.6% from 1Q 2025). Net income: JP¥3.86b (down 9.6% from 1Q 2025). Profit margin: 17% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jul 09
Final dividend of JP¥8.00 announced Shareholders will receive a dividend of JP¥8.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 2.5%, which is lower than the industry average of 3.2%. Sustainability & Growth The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Jun 25
Senshu Ikeda Holdings, Inc. Announces Board Changes Senshu Ikeda Holdings, Inc. announced that, at the meeting of the Board of Directors and each committee held(June 25, 2025), it has appointed the chairs and members of each committee as described below. Nomination Committee: Hirohito Sakaguchi, Atsuko Ogasawara (Outside Director and Independent Officer), Keiko Kaneko (Outside Director and Independent Officer), Hidehito Hisakawa (Outside Director and Independent Officer), Teruji Yamamura (Outside Director and Independent Officer), (Secretary General of the Nomination Committee: Toshiyuki Wada), Remuneration Committee: Hirohito Sakaguchi, Atsuko Ogasawara (Outside Director and Independent Officer), Hidehito Hisakawa (Outside Director and Independent Officer), Shinoi Sakata (Outside Director and Independent Officer), Teruji Yamamura (Outside Director and Independent Officer), (Secretary General of the Remuneration Committee: Toshiyuki Wada). Audit Committee: Atsushi Ukawa (Internal Director and Non-Executive Director), Keiko Kaneko (Outside Director and Independent Officer), Shinoi Sakata (Outside Director and Independent Officer), Kenji Fukuda (Outside Director and Independent Officer), Teruji Yamamura (Outside Director and Independent Officer), (Secretary General of the Audit Committee: Hideya Arimoto). Announcement • Jun 11
Senshu Ikeda Holdings, Inc. to Report Q1, 2026 Results on Jul 29, 2025 Senshu Ikeda Holdings, Inc. announced that they will report Q1, 2026 results on Jul 29, 2025 Buy Or Sell Opportunity • Jun 06
Now 20% undervalued Over the last 90 days, the stock has risen 26% to JP¥527. The fair value is estimated to be JP¥659, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 6.4%. Reported Earnings • May 14
Full year 2025 earnings released: EPS: JP¥47.28 (vs JP¥38.78 in FY 2024) Full year 2025 results: EPS: JP¥47.28 (up from JP¥38.78 in FY 2024). Revenue: JP¥88.4b (up 7.4% from FY 2024). Net income: JP¥13.2b (up 22% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 13
Senshu Ikeda Holdings, Inc. (TSE:8714) announces an Equity Buyback for 4,500,000 shares, representing 1.62% for ¥1,500 million. Senshu Ikeda Holdings, Inc. (TSE:8714) announces a share repurchase program. Under the program, the company will repurchase 4,500,000 shares, representing 1.62% of its share capital, for ¥1,500 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2026. As of March 31, 2025, the company had 278,064,354 shares outstanding (excluding treasury shares) and 2,944,278 shares in treasury. Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥466, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 9x in the Banks industry in Japan. Total returns to shareholders of 209% over the past three years. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥379, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 9x in the Banks industry in Japan. Total returns to shareholders of 156% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥7.50 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.1%). Announcement • Mar 12
Senshu Ikeda Holdings, Inc. to Report Fiscal Year 2025 Results on May 12, 2025 Senshu Ikeda Holdings, Inc. announced that they will report fiscal year 2025 results on May 12, 2025 Reported Earnings • Jan 31
Third quarter 2025 earnings released: EPS: JP¥8.91 (vs JP¥10.11 in 3Q 2024) Third quarter 2025 results: EPS: JP¥8.91 (down from JP¥10.11 in 3Q 2024). Revenue: JP¥22.1b (up 12% from 3Q 2024). Net income: JP¥2.50b (down 12% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 30
Senshu Ikeda Holdings, Inc. (TSE:8714) announces an Equity Buyback for 3,500,000 shares, representing 1.25% for ¥1,000 million. Senshu Ikeda Holdings, Inc. (TSE:8714) announces a share repurchase program. Under the program, the company will repurchase 3,500,000 shares, representing 1.25% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2025. As of December 31 2024, the company had 280,441,413 shares outstanding (excluding treasury shares) and 567,219 shares in treasury. Announcement • Dec 06
Senshu Ikeda Holdings, Inc. to Report Q3, 2025 Results on Jan 30, 2025 Senshu Ikeda Holdings, Inc. announced that they will report Q3, 2025 results on Jan 30, 2025 Declared Dividend • Nov 30
First half dividend of JP¥7.50 announced Shareholders will receive a dividend of JP¥7.50. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.2%. Sustainability & Growth The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: JP¥14.91 (vs JP¥11.22 in 2Q 2024) Second quarter 2025 results: EPS: JP¥14.91 (up from JP¥11.22 in 2Q 2024). Revenue: JP¥22.8b (up 8.3% from 2Q 2024). Net income: JP¥4.18b (up 33% from 2Q 2024). Profit margin: 18% (up from 15% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥6.25 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%). Announcement • Aug 30
Senshu Ikeda Holdings, Inc. to Report Q2, 2025 Results on Nov 11, 2024 Senshu Ikeda Holdings, Inc. announced that they will report Q2, 2025 results on Nov 11, 2024 New Risk • Aug 05
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 7.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Reported Earnings • Aug 03
First quarter 2025 earnings released: EPS: JP¥15.24 (vs JP¥12.61 in 1Q 2024) First quarter 2025 results: EPS: JP¥15.24 (up from JP¥12.61 in 1Q 2024). Revenue: JP¥22.1b (up 5.9% from 1Q 2024). Net income: JP¥4.27b (up 21% from 1Q 2024). Profit margin: 19% (up from 17% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jul 29
Now 24% overvalued Over the last 90 days, the stock has fallen 5.5% to JP¥380. The fair value is estimated to be JP¥307, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 18%. Declared Dividend • Jul 11
Final dividend of JP¥6.25 announced Shareholders will receive a dividend of JP¥6.25. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.2%, which is about the same as the industry average. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Jul 05
Now 22% undervalued Over the last 90 days, the stock has risen 2.9% to JP¥388. The fair value is estimated to be JP¥495, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 18%. Announcement • Jun 27
Senshu Ikeda Holdings, Inc. to Report Q1, 2025 Results on Jul 31, 2024 Senshu Ikeda Holdings, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024 Buy Or Sell Opportunity • Jun 13
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at JP¥391. The fair value is estimated to be JP¥495, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 18%. Buy Or Sell Opportunity • May 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to JP¥382. The fair value is estimated to be JP¥314, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 18%. Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥38.78 (vs JP¥33.90 in FY 2023) Full year 2024 results: EPS: JP¥38.78 (up from JP¥33.90 in FY 2023). Revenue: JP¥84.3b (down 4.9% from FY 2023). Net income: JP¥10.9b (up 14% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 15
Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 26, 2024 Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 26, 2024. Buy Or Sell Opportunity • Apr 16
Now 21% undervalued Over the last 90 days, the stock has risen 16% to JP¥378. The fair value is estimated to be JP¥479, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 21%. Buy Or Sell Opportunity • Apr 01
Now 20% undervalued Over the last 90 days, the stock has risen 18% to JP¥380. The fair value is estimated to be JP¥478, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 21%. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥6.25 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.9%). Announcement • Mar 16
Senshu Ikeda Holdings, Inc. to Report Fiscal Year 2024 Results on May 13, 2024 Senshu Ikeda Holdings, Inc. announced that they will report fiscal year 2024 results on May 13, 2024 Buy Or Sell Opportunity • Mar 04
Now 20% undervalued Over the last 90 days, the stock has risen 17% to JP¥383. The fair value is estimated to be JP¥480, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 21%. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥10.11 (vs JP¥2.22 in 3Q 2023) Third quarter 2024 results: EPS: JP¥10.11 (up from JP¥2.22 in 3Q 2023). Revenue: JP¥21.2b (down 4.8% from 3Q 2023). Net income: JP¥2.84b (up 355% from 3Q 2023). Profit margin: 13% (up from 2.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Dec 02
Senshu Ikeda Holdings, Inc. to Report Q3, 2024 Results on Jan 31, 2024 Senshu Ikeda Holdings, Inc. announced that they will report Q3, 2024 results on Jan 31, 2024 Buying Opportunity • Nov 29
Now 23% undervalued Over the last 90 days, the stock is up 31%. The fair value is estimated to be JP¥450, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Earnings per share has grown by 21%. Reported Earnings • Nov 15
Second quarter 2024 earnings released: EPS: JP¥11.22 (vs JP¥11.25 in 2Q 2023) Second quarter 2024 results: EPS: JP¥11.22 (down from JP¥11.25 in 2Q 2023). Revenue: JP¥22.1b (flat on 2Q 2023). Net income: JP¥3.15b (flat on 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Nov 15
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 5.4% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change). Board Change • Nov 14
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Minoru Furukawa was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Nov 09
Now 20% undervalued Over the last 90 days, the stock is up 40%. The fair value is estimated to be JP¥446, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.1% over the last 3 years. Earnings per share has grown by 30%. Valuation Update With 7 Day Price Move • Nov 02
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥382, the stock trades at a trailing P/E ratio of 12x. Average trailing P/E is 11x in the Banks industry in Japan. Total returns to shareholders of 180% over the past three years. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥5.00 per share at 3.1% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.2%). Announcement • Sep 17
Senshu Ikeda Holdings, Inc. to Report Q2, 2024 Results on Nov 13, 2023 Senshu Ikeda Holdings, Inc. announced that they will report Q2, 2024 results on Nov 13, 2023 Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥12.61 (vs JP¥14.71 in 1Q 2023) First quarter 2024 results: EPS: JP¥12.61 (down from JP¥14.71 in 1Q 2023). Revenue: JP¥21.4b (down 4.0% from 1Q 2023). Net income: JP¥3.54b (down 14% from 1Q 2023). Profit margin: 17% (down from 19% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jul 24
Now 21% undervalued Over the last 90 days, the stock is up 1.2%. The fair value is estimated to be JP¥307, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Earnings per share has grown by 38%. Buying Opportunity • Jul 05
Now 20% undervalued Over the last 90 days, the stock is up 5.6%. The fair value is estimated to be JP¥306, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% over the last 3 years. Earnings per share has grown by 38%. Announcement • Jun 04
Senshu Ikeda Holdings, Inc. to Report Q1, 2024 Results on Jul 31, 2023 Senshu Ikeda Holdings, Inc. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 14
Full year 2023 earnings released: EPS: JP¥33.90 (vs JP¥40.68 in FY 2022) Full year 2023 results: EPS: JP¥33.90 (down from JP¥40.68 in FY 2022). Revenue: JP¥90.2b (up 11% from FY 2022). Net income: JP¥9.50b (down 17% from FY 2022). Profit margin: 11% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • May 13
Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 27, 2023 Senshu Ikeda Holdings, Inc., Annual General Meeting, Jun 27, 2023. Buying Opportunity • Apr 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 4.4%. The fair value is estimated to be JP¥304, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 42%. Buying Opportunity • Apr 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥299, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 42%. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share at 4.3% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (4.0%). Buying Opportunity • Mar 14
Now 21% undervalued Over the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥297, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 42%. Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥2.22 (vs JP¥16.94 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.22 (down from JP¥16.94 in 3Q 2022). Revenue: JP¥22.9b (up 4.8% from 3Q 2022). Net income: JP¥623.0m (down 87% from 3Q 2022). Profit margin: 2.7% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Dec 01
Senshu Ikeda Holdings, Inc. to Report Q3, 2023 Results on Jan 31, 2023 Senshu Ikeda Holdings, Inc. announced that they will report Q3, 2023 results on Jan 31, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Minoru Furukawa was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (4.4%). Announcement • Sep 15
Senshu Ikeda Holdings, Inc. to Report Q2, 2023 Results on Nov 11, 2022 Senshu Ikeda Holdings, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022 Reported Earnings • Jul 28
First quarter 2023 earnings released: EPS: JP¥14.71 (vs JP¥11.36 in 1Q 2022) First quarter 2023 results: EPS: JP¥14.71 (up from JP¥11.36 in 1Q 2022). Revenue: JP¥22.4b (up 12% from 1Q 2022). Net income: JP¥4.12b (up 30% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Jul 28
Senshu Ikeda Holdings, Inc. Provides Earnings Guidance for the First Half and Full Year of Fiscal Year Ending March 31, 2023 Senshu Ikeda Holdings, Inc. provided earnings guidance for the first half and full year of fiscal year ending March 31, 2023. For the first half, the company expected to report ordinary revenue of JPY 44,000 million and profit attributable to owners of the parent to be JPY 4,000 million and expected net income per share JPY 14.27. For the full year, the company expected to report ordinary revenue of JPY 86,000 million and profit attributable to owners of the parent to be JPY 7,900 million and expected net income per share JPY 28.18. Announcement • Jun 24
Senshu Ikeda Holdings, Inc. to Report Q1, 2023 Results on Jul 27, 2022 Senshu Ikeda Holdings, Inc. announced that they will report Q1, 2023 results on Jul 27, 2022 Reported Earnings • May 16
Full year 2022 earnings released: EPS: JP¥40.68 (vs JP¥15.51 in FY 2021) Full year 2022 results: EPS: JP¥40.68 (up from JP¥15.51 in FY 2021). Revenue: JP¥83.0b (up 14% from FY 2021). Net income: JP¥11.4b (up 162% from FY 2021). Profit margin: 14% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. 
