SeirenLtd（1AB）株式概要セーレン株式会社は、車両部品、繊維製品、産業機械、電子部品を製造し、日本および海外で販売している。 詳細1AB ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金5/6報酬株価収益率（ 12.3 x） German市場（ 16.8 x）を下回っています。収益は年間5.64%増加すると予測されています 過去1年間で収益は12.3%増加しました 2.33%の安定した配当金を支払う リスク分析リスクチェックの結果、1AB 、リスクは検出されなかった。すべてのリスクチェックを見る1AB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€17.403.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0253b2016201920222025202620282031Revenue JP¥252.6bEarnings JP¥22.9bAdvancedSet Fair ValueView all narrativesSeiren Co.,Ltd. 競合他社SAF-HollandSymbol: XTRA:SFQMarket cap: €857.2mElringKlingerSymbol: XTRA:ZIL2Market cap: €363.7mHELLA GmbH KGaASymbol: XTRA:HLEMarket cap: €7.9bGrammerSymbol: XTRA:GMMMarket cap: €123.7m価格と性能株価の高値、安値、推移の概要SeirenLtd過去の株価現在の株価JP¥17.4052週高値JP¥19.6052週安値JP¥13.40ベータ0.671ヶ月の変化1.16%3ヶ月変化-11.22%1年変化24.29%3年間の変化18.37%5年間の変化n/aIPOからの変化-0.31%最新ニュースBoard Change • May 20Less than half of directors are independentFollowing 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 Mitsuyoshi Kobayashi 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.お知らせ • May 14Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.4% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.4% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2027. As of March 31, 2026, the company had 58,807,798 shares outstanding and 5,825,848 shares in treasury.お知らせ • May 13Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 1 more updateSeiren Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Seiren Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Aug 04Seiren Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Seiren Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 160,000 million, operating profit of JPY 19,200 million, profit attributable to owners of the parent of JPY 14,300 million and basic earnings per share of JPY 243.38.お知らせ • Jul 09Seiren Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Seiren Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentFollowing 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 Mitsuyoshi Kobayashi 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.お知らせ • May 14Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.4% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.4% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2027. As of March 31, 2026, the company had 58,807,798 shares outstanding and 5,825,848 shares in treasury.お知らせ • May 13Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 1 more updateSeiren Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Seiren Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Aug 04Seiren Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Seiren Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 160,000 million, operating profit of JPY 19,200 million, profit attributable to owners of the parent of JPY 14,300 million and basic earnings per share of JPY 243.38.お知らせ • Jul 09Seiren Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Seiren Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026お知らせ • May 15Seiren Co.,Ltd., Annual General Meeting, Jun 24, 2025Seiren Co.,Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Feb 28+ 1 more updateSeiren Co.,Ltd. to Report Q2, 2026 Results on Nov 13, 2025Seiren Co.,Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.3%).Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥63.49 (vs JP¥58.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.49 (up from JP¥58.26 in 1Q 2024). Revenue: JP¥38.7b (up 19% from 1Q 2024). Net income: JP¥3.51b (up 12% from 1Q 2024). Profit margin: 9.1% (in line with 1Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.お知らせ • Aug 09Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.62% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.62% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2025. As of June 30, 2024, the company had 55,306,679 shares outstanding and 9,326,967 shares in treasury.Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 229%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28+ 2 more updatesSeiren Co.,Ltd. to Report Q2, 2025 Results on Nov 13, 2024Seiren Co.,Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥227 (vs JP¥205 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥205 in FY 2023). Revenue: JP¥141.9b (up 7.2% from FY 2023). Net income: JP¥12.2b (up 10% from FY 2023). Profit margin: 8.6% (up from 8.3% in FY 2023). 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 Auto Components industry in Germany.New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥227 (vs JP¥205 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥205 in FY 2023). Revenue: JP¥141.9b (up 7.2% from FY 2023). Net income: JP¥12.2b (up 10% from FY 2023). Profit margin: 8.6% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany.お知らせ • May 15Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2024Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).お知らせ • Mar 02Seiren Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Seiren Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥55.28 (vs JP¥78.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥55.28 (down from JP¥78.11 in 3Q 2023). Revenue: JP¥37.2b (up 1.2% from 3Q 2023). Net income: JP¥2.96b (down 29% from 3Q 2023). Profit margin: 8.0% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥49.12 (vs JP¥45.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.12 (up from JP¥45.87 in 2Q 2023). Revenue: JP¥34.2b (up 15% from 2Q 2023). Net income: JP¥2.64b (up 6.9% from 2Q 2023). Profit margin: 7.7% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany.お知らせ • Nov 09Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 1,200,000 shares, representing 2.24% for ¥3,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 2.24% of the outstanding shares for ¥3,000 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns. The program will run until May 8, 2024. As of September 30, 2023, the company had 53,685,144 shares outstanding and 10,948,502 shares in treasury.Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).お知らせ • Aug 30Seiren Co.,Ltd. to Report Q3, 2024 Results on Feb 08, 2024Seiren Co.,Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥50.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥58.26 (up from JP¥50.39 in 1Q 2023). Revenue: JP¥32.5b (up 5.2% from 1Q 2023). Net income: JP¥3.12b (up 15% from 1Q 2023). Profit margin: 9.6% (in line with 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥205 (vs JP¥159 in FY 2022)Full year 2023 results: EPS: JP¥205 (up from JP¥159 in FY 2022). Revenue: JP¥132.4b (up 21% from FY 2022). Net income: JP¥11.0b (up 29% from FY 2022). Profit margin: 8.3% (up from 7.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.Buying Opportunity • May 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €18.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.お知らせ • May 17+ 2 more updatesSeiren Co.,Ltd. Announces Cash Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 21, 2023Seiren Co.,Ltd. announced cash dividend for the Fiscal year ended March 31, 2023 . For the year, company announced cash dividend of JPY 23.00 per share compared to JPY 20.00 per share a year ago. Payment date of cash dividend of June 21, 2023.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥205 (vs JP¥159 in FY 2022)Full year 2023 results: EPS: JP¥205 (up from JP¥159 in FY 2022). Revenue: JP¥132.4b (up 21% from FY 2022). Net income: JP¥11.0b (up 29% from FY 2022). Profit margin: 8.3% (up from 7.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany.お知らせ • May 16Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2023Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥78.10 (vs JP¥38.47 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.10 (up from JP¥38.47 in 3Q 2022). Revenue: JP¥36.8b (up 36% from 3Q 2022). Net income: JP¥4.19b (up 103% from 3Q 2022). Profit margin: 11% (up from 7.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany.お知らせ • Feb 09+ 1 more updateSeiren Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Seiren Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 23 per share against JPY 20 per share a year ago.Buying Opportunity • Feb 02Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €20.49, 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 11%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.お知らせ • Jan 07Seiren Co.,Ltd. to Report Q3, 2023 Results on Feb 08, 2023Seiren Co.,Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥45.87 (vs JP¥37.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.87 (up from JP¥37.99 in 2Q 2022). Revenue: JP¥29.7b (up 16% from 2Q 2022). Net income: JP¥2.47b (up 21% from 2Q 2022). Profit margin: 8.3% (up from 7.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Germany.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 3 independent directors (9 non-independent directors). Independent Outside Director Kenichiro Sasae was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥45.87 (vs JP¥37.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.87 (up from JP¥37.99 in 2Q 2022). Revenue: JP¥29.7b (up 16% from 2Q 2022). Net income: JP¥2.47b (up 21% from 2Q 2022). Profit margin: 8.3% (up from 7.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Germany.お知らせ • Nov 11+ 1 more updateSeiren Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2023, Payable on November 30, 2022; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Seiren Co.,Ltd. announced dividend for the second quarter of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 23 per share compared to JPY 18 per share paid a year ago. The dividend will be payable on November 30, 2022. The company provided year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expected year end dividend of JPY 23 per share compared to JPY 20 per share paid a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (2.0%).Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥50.39 (vs JP¥45.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥50.39 (up from JP¥45.86 in 1Q 2022). Revenue: JP¥30.9b (up 13% from 1Q 2022). Net income: JP¥2.71b (up 10.0% from 1Q 2022). Profit margin: 8.8% (down from 9.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Germany.お知らせ • Aug 05+ 2 more updatesSeiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 1,500,000 shares, representing 2.78% for ¥3,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.78% of the outstanding shares for ¥3,000 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns. The program will run until August 4, 2023. As of June 30, 2022, the company had 53,885,962 shares outstanding and 10,747,684 shares in treasury.お知らせ • Jul 28Seiren Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Seiren Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥109.8b (up 11% from FY 2021). Net income: JP¥8.55b (up 37% from FY 2021). Profit margin: 7.8% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.お知らせ • Jun 10Seiren Co.,Ltd. to Report Q1, 2023 Results on Aug 04, 2022Seiren Co.,Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥159 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥159 (up from JP¥114 in FY 2021). Revenue: JP¥109.8b (up 11% from FY 2021). Net income: JP¥8.55b (up 37% from FY 2021). Profit margin: 7.8% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.お知らせ • May 13+ 1 more updateSeiren Co.,Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 22, 2022; Provides Dividend Guidance for Second Quarter End and Year Ending March 31, 2023Seiren Co.,Ltd. announced dividend of JPY 38 per share for the Fiscal Year Ended March 31, 2022 compared to JPY 36 per share paid a year ago. Payable on June 22, 2022For the Year Ending March 31, 2023, the company expects to pay dividend of JPY 40 per share compared to JPY 38 per share paid a year ago.For the second quarter end, the company expects to pay dividend of JPY 20 per share compared to JPY 18 per share paid a year ago.お知らせ • May 12Seiren Co.,Ltd., Annual General Meeting, Jun 21, 2022Seiren Co.,Ltd., Annual General Meeting, Jun 21, 2022.Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 9 non-independent directors. Independent Outside Director Kenichiro Sasae was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 07Seiren Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Seiren Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥38.46 (down from JP¥41.44 in 3Q 2021). Revenue: JP¥27.0b (down 1.6% from 3Q 2021). Net income: JP¥2.06b (down 9.4% from 3Q 2021). Profit margin: 7.7% (down from 8.3% in 3Q 2021). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.3%, compared to a 5.3% growth forecast for the industry in Germany.お知らせ • Feb 02+ 1 more updateSeiren Co.,Ltd. Provides Dividends Forecast for the Second Quarter and Fiscal Year Ending March 31, 2022Seiren Co.,Ltd. provided Dividends forecast for the second quarter and Fiscal Year Ending March 31, 2022. For the quarter, the company's Dividend will be JPY 18 against JPY 18 previous period. For the Year, the company's Dividend will be JPY 18 against JPY 18 previous period.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥37.99 (vs JP¥17.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.7b (up 15% from 2Q 2021). Net income: JP¥2.04b (up 105% from 2Q 2021). Profit margin: 7.9% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥37.99 (vs JP¥17.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.7b (up 15% from 2Q 2021). Net income: JP¥2.04b (up 105% from 2Q 2021). Profit margin: 7.9% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher revenue.Board Change • Oct 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 11 non-independent directors. Independent External Director Takao Kitabata was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元1ABDE Auto ComponentsDE 市場7D-7.0%-4.2%0.6%1Y24.3%3.2%0.2%株主還元を見る業界別リターン: 1AB過去 1 年間で3.2 % の収益を上げたGerman Auto Components業界を上回りました。リターン対市場: 1AB過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is 1AB's price volatile compared to industry and market?1AB volatility1AB Average Weekly Movement5.5%Auto Components Industry Average Movement6.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: 1AB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1ABの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18896,228Tatsuo Kawadawww.seiren.comセーレン株式会社は、自動車部品、繊維製品、産業機械、電子部品などを日本および海外で製造・販売している。自動車資材、電子資材、ファッション資材、環境・生活資材、医療資材の各セグメントで事業を展開している。自動車資材事業では、カーシートカバー、インストルメントパネル（加飾）、エアバッグ資材を提供している。電子材料」は、導電性・高機能ワイピングクロス材料、電池セパレータ材料、電磁波シールド材料、ビスコテックスシステム、人工衛星・衛星部品などを提供している。環境・生活資材」は、住宅用外壁シート材、内装材、土木資材、介護関連資材など。ハイファッション素材」は、ファッション衣料、衣料用繊維加工。メディカル素材事業は、化粧品・医薬品関連基材、医療用基材、医療用繊維製品。また、デジタル生産システム、土木・建築・産業資材も提供している。旧社名は福井精練加工（株）で、1973年にセーレン（株）に社名変更。セーレン株式会社は1889年に設立され、東京に本社を置く。もっと見るSeiren Co.,Ltd. 基礎のまとめSeirenLtd の収益と売上を時価総額と比較するとどうか。1AB 基礎統計学時価総額€1.04b収益（TTM）€84.49m売上高(TTM)€930.36m12.3xPER（株価収益率1.1xP/Sレシオ1AB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1AB 損益計算書（TTM）収益JP¥171.77b売上原価JP¥124.63b売上総利益JP¥47.14bその他の費用JP¥31.54b収益JP¥15.60b直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）265.25グロス・マージン27.44%純利益率9.08%有利子負債／自己資本比率5.7%1AB の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り28%配当性向1AB 配当は確実ですか？1AB 配当履歴とベンチマークを見る1AB 、いつまでに購入すれば配当金を受け取れますか？SeirenLtd 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数54 days配当支払日までの日数34 days1AB 配当は確実ですか？1AB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 17:56終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Seiren Co.,Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Yusuke MiuraDaiwa Securities Co. Ltd.Katsuhiko IshibashiIchiyoshi Research Institute Inc.null nullStorm Research Limited1 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentFollowing 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 Mitsuyoshi Kobayashi 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.
お知らせ • May 14Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.4% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.4% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2027. As of March 31, 2026, the company had 58,807,798 shares outstanding and 5,825,848 shares in treasury.
お知らせ • May 13Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 1 more updateSeiren Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Seiren Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Aug 04Seiren Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Seiren Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 160,000 million, operating profit of JPY 19,200 million, profit attributable to owners of the parent of JPY 14,300 million and basic earnings per share of JPY 243.38.
お知らせ • Jul 09Seiren Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Seiren Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
Board Change • May 20Less than half of directors are independentFollowing 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 Mitsuyoshi Kobayashi 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.
お知らせ • May 14Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.4% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.4% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2027. As of March 31, 2026, the company had 58,807,798 shares outstanding and 5,825,848 shares in treasury.
お知らせ • May 13Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026Seiren Co.,Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 1 more updateSeiren Co.,Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Seiren Co.,Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Aug 04Seiren Co.,Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Seiren Co.,Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 160,000 million, operating profit of JPY 19,200 million, profit attributable to owners of the parent of JPY 14,300 million and basic earnings per share of JPY 243.38.
お知らせ • Jul 09Seiren Co.,Ltd. to Report Q3, 2026 Results on Feb 09, 2026Seiren Co.,Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
お知らせ • May 15Seiren Co.,Ltd., Annual General Meeting, Jun 24, 2025Seiren Co.,Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Feb 28+ 1 more updateSeiren Co.,Ltd. to Report Q2, 2026 Results on Nov 13, 2025Seiren Co.,Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.3%).
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥63.49 (vs JP¥58.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥63.49 (up from JP¥58.26 in 1Q 2024). Revenue: JP¥38.7b (up 19% from 1Q 2024). Net income: JP¥3.51b (up 12% from 1Q 2024). Profit margin: 9.1% (in line with 1Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.
お知らせ • Aug 09Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 2,000,000 shares, representing 3.62% for ¥6,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 2,000,000 shares, representing 3.62% of the outstanding shares for ¥6,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will run until March 31, 2025. As of June 30, 2024, the company had 55,306,679 shares outstanding and 9,326,967 shares in treasury.
Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 29th November 2024 Dividend yield will be 229%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28+ 2 more updatesSeiren Co.,Ltd. to Report Q2, 2025 Results on Nov 13, 2024Seiren Co.,Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥227 (vs JP¥205 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥205 in FY 2023). Revenue: JP¥141.9b (up 7.2% from FY 2023). Net income: JP¥12.2b (up 10% from FY 2023). Profit margin: 8.6% (up from 8.3% in FY 2023). 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 Auto Components industry in Germany.
New Risk • Jun 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥227 (vs JP¥205 in FY 2023)Full year 2024 results: EPS: JP¥227 (up from JP¥205 in FY 2023). Revenue: JP¥141.9b (up 7.2% from FY 2023). Net income: JP¥12.2b (up 10% from FY 2023). Profit margin: 8.6% (up from 8.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany.
お知らせ • May 15Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2024Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).
お知らせ • Mar 02Seiren Co.,Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Seiren Co.,Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥55.28 (vs JP¥78.11 in 3Q 2023)Third quarter 2024 results: EPS: JP¥55.28 (down from JP¥78.11 in 3Q 2023). Revenue: JP¥37.2b (up 1.2% from 3Q 2023). Net income: JP¥2.96b (down 29% from 3Q 2023). Profit margin: 8.0% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥49.12 (vs JP¥45.87 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.12 (up from JP¥45.87 in 2Q 2023). Revenue: JP¥34.2b (up 15% from 2Q 2023). Net income: JP¥2.64b (up 6.9% from 2Q 2023). Profit margin: 7.7% (down from 8.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany.
お知らせ • Nov 09Seiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 1,200,000 shares, representing 2.24% for ¥3,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 1,200,000 shares, representing 2.24% of the outstanding shares for ¥3,000 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns. The program will run until May 8, 2024. As of September 30, 2023, the company had 53,685,144 shares outstanding and 10,948,502 shares in treasury.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥23.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).
お知らせ • Aug 30Seiren Co.,Ltd. to Report Q3, 2024 Results on Feb 08, 2024Seiren Co.,Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥50.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥58.26 (up from JP¥50.39 in 1Q 2023). Revenue: JP¥32.5b (up 5.2% from 1Q 2023). Net income: JP¥3.12b (up 15% from 1Q 2023). Profit margin: 9.6% (in line with 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.
Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥205 (vs JP¥159 in FY 2022)Full year 2023 results: EPS: JP¥205 (up from JP¥159 in FY 2022). Revenue: JP¥132.4b (up 21% from FY 2022). Net income: JP¥11.0b (up 29% from FY 2022). Profit margin: 8.3% (up from 7.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.
Buying Opportunity • May 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €18.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 6.9% per annum over the same time period.
お知らせ • May 17+ 2 more updatesSeiren Co.,Ltd. Announces Cash Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 21, 2023Seiren Co.,Ltd. announced cash dividend for the Fiscal year ended March 31, 2023 . For the year, company announced cash dividend of JPY 23.00 per share compared to JPY 20.00 per share a year ago. Payment date of cash dividend of June 21, 2023.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥205 (vs JP¥159 in FY 2022)Full year 2023 results: EPS: JP¥205 (up from JP¥159 in FY 2022). Revenue: JP¥132.4b (up 21% from FY 2022). Net income: JP¥11.0b (up 29% from FY 2022). Profit margin: 8.3% (up from 7.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany.
お知らせ • May 16Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2023Seiren Co.,Ltd., Annual General Meeting, Jun 20, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 20% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥78.10 (vs JP¥38.47 in 3Q 2022)Third quarter 2023 results: EPS: JP¥78.10 (up from JP¥38.47 in 3Q 2022). Revenue: JP¥36.8b (up 36% from 3Q 2022). Net income: JP¥4.19b (up 103% from 3Q 2022). Profit margin: 11% (up from 7.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Auto Components industry in Germany.
お知らせ • Feb 09+ 1 more updateSeiren Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Seiren Co.,Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend of JPY 23 per share against JPY 20 per share a year ago.
Buying Opportunity • Feb 02Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €20.49, 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 11%. Revenue is forecast to grow by 17% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
お知らせ • Jan 07Seiren Co.,Ltd. to Report Q3, 2023 Results on Feb 08, 2023Seiren Co.,Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥45.87 (vs JP¥37.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.87 (up from JP¥37.99 in 2Q 2022). Revenue: JP¥29.7b (up 16% from 2Q 2022). Net income: JP¥2.47b (up 21% from 2Q 2022). Profit margin: 8.3% (up from 7.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Germany.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 3 independent directors (9 non-independent directors). Independent Outside Director Kenichiro Sasae was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥45.87 (vs JP¥37.99 in 2Q 2022)Second quarter 2023 results: EPS: JP¥45.87 (up from JP¥37.99 in 2Q 2022). Revenue: JP¥29.7b (up 16% from 2Q 2022). Net income: JP¥2.47b (up 21% from 2Q 2022). Profit margin: 8.3% (up from 7.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Germany.
お知らせ • Nov 11+ 1 more updateSeiren Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2023, Payable on November 30, 2022; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Seiren Co.,Ltd. announced dividend for the second quarter of fiscal year ending March 31, 2023. For the period, the company announced dividend of JPY 23 per share compared to JPY 18 per share paid a year ago. The dividend will be payable on November 30, 2022. The company provided year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expected year end dividend of JPY 23 per share compared to JPY 20 per share paid a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (2.0%).
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥50.39 (vs JP¥45.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥50.39 (up from JP¥45.86 in 1Q 2022). Revenue: JP¥30.9b (up 13% from 1Q 2022). Net income: JP¥2.71b (up 10.0% from 1Q 2022). Profit margin: 8.8% (down from 9.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 13% growth forecast for the industry in Germany.
お知らせ • Aug 05+ 2 more updatesSeiren Co.,Ltd. (TSE:3569) announces an Equity Buyback for 1,500,000 shares, representing 2.78% for ¥3,000 million.Seiren Co.,Ltd. (TSE:3569) announces a share repurchase program. Under the program, the company will repurchase 1,500,000 shares, representing 2.78% of the outstanding shares for ¥3,000 million. The purpose of the program is to enhance capital efficiency, improve shareholder returns. The program will run until August 4, 2023. As of June 30, 2022, the company had 53,885,962 shares outstanding and 10,747,684 shares in treasury.
お知らせ • Jul 28Seiren Co.,Ltd. to Report Q2, 2023 Results on Nov 10, 2022Seiren Co.,Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Reported Earnings • Jun 26Full year 2022 earnings releasedFull year 2022 results: Revenue: JP¥109.8b (up 11% from FY 2021). Net income: JP¥8.55b (up 37% from FY 2021). Profit margin: 7.8% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.
お知らせ • Jun 10Seiren Co.,Ltd. to Report Q1, 2023 Results on Aug 04, 2022Seiren Co.,Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥159 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥159 (up from JP¥114 in FY 2021). Revenue: JP¥109.8b (up 11% from FY 2021). Net income: JP¥8.55b (up 37% from FY 2021). Profit margin: 7.8% (up from 6.3% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 14% growth forecast for the industry in Germany.
お知らせ • May 13+ 1 more updateSeiren Co.,Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2022, Payable on June 22, 2022; Provides Dividend Guidance for Second Quarter End and Year Ending March 31, 2023Seiren Co.,Ltd. announced dividend of JPY 38 per share for the Fiscal Year Ended March 31, 2022 compared to JPY 36 per share paid a year ago. Payable on June 22, 2022For the Year Ending March 31, 2023, the company expects to pay dividend of JPY 40 per share compared to JPY 38 per share paid a year ago.For the second quarter end, the company expects to pay dividend of JPY 20 per share compared to JPY 18 per share paid a year ago.
お知らせ • May 12Seiren Co.,Ltd., Annual General Meeting, Jun 21, 2022Seiren Co.,Ltd., Annual General Meeting, Jun 21, 2022.
Board Change • Apr 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 9 non-independent directors. Independent Outside Director Kenichiro Sasae was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 07Seiren Co.,Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Seiren Co.,Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥38.46 (down from JP¥41.44 in 3Q 2021). Revenue: JP¥27.0b (down 1.6% from 3Q 2021). Net income: JP¥2.06b (down 9.4% from 3Q 2021). Profit margin: 7.7% (down from 8.3% in 3Q 2021). Revenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 6.3%, compared to a 5.3% growth forecast for the industry in Germany.
お知らせ • Feb 02+ 1 more updateSeiren Co.,Ltd. Provides Dividends Forecast for the Second Quarter and Fiscal Year Ending March 31, 2022Seiren Co.,Ltd. provided Dividends forecast for the second quarter and Fiscal Year Ending March 31, 2022. For the quarter, the company's Dividend will be JPY 18 against JPY 18 previous period. For the Year, the company's Dividend will be JPY 18 against JPY 18 previous period.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥37.99 (vs JP¥17.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.7b (up 15% from 2Q 2021). Net income: JP¥2.04b (up 105% from 2Q 2021). Profit margin: 7.9% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥37.99 (vs JP¥17.90 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥25.7b (up 15% from 2Q 2021). Net income: JP¥2.04b (up 105% from 2Q 2021). Profit margin: 7.9% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher revenue.
Board Change • Oct 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 11 non-independent directors. Independent External Director Takao Kitabata was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
