View ValuationZensho Holdings 향후 성장Future 기준 점검 2/6Zensho Holdings (는) 각각 연간 15.4% 및 8.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.8% 로 예상됩니다.핵심 정보15.4%이익 성장률14.70%EPS 성장률Hospitality 이익 성장71.6%매출 성장률8.9%향후 자기자본이익률15.81%애널리스트 커버리지Low마지막 업데이트28 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.공시 • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026공시 • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026공시 • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.공시 • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025공시 • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150공시 • Jun 21Zensho Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Zensho Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.공시 • Mar 04Zensho Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Zensho Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025공시 • Dec 03Zensho Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Zensho Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥89.84 (vs JP¥59.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥89.84 (up from JP¥59.70 in 2Q 2024). Revenue: JP¥291.2b (up 22% from 2Q 2024). Net income: JP¥14.1b (up 56% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). 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 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).공시 • Sep 18Zensho Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Zensho Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.00, the stock trades at a forward P/E ratio of 26x. Average trailing P/E is 18x in the Hospitality industry in Germany. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.24 per share.Declared Dividend • Aug 13Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 105%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥68.91 (vs JP¥43.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.91 (up from JP¥43.97 in 1Q 2024). Revenue: JP¥266.6b (up 24% from 1Q 2024). Net income: JP¥10.8b (up 62% from 1Q 2024). Profit margin: 4.0% (up from 3.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).공시 • Jun 26Zensho Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥201 (vs JP¥87.30 in FY 2023)Full year 2024 results: EPS: JP¥201 (up from JP¥87.30 in FY 2023). Revenue: JP¥965.8b (up 24% from FY 2023). Net income: JP¥30.7b (up 131% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.공시 • May 16Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.공시 • Mar 27Zensho Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Zensho Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% 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 High level of debt (104% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.80 (vs JP¥24.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.80 (up from JP¥24.86 in 3Q 2023). Revenue: JP¥254.2b (up 25% from 3Q 2023). Net income: JP¥4.99b (up 32% from 3Q 2023). Profit margin: 2.0% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. 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 21% per year, which means it is significantly lagging earnings growth.공시 • Dec 28Zensho Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥59.75 (vs JP¥19.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.75 (up from JP¥19.27 in 2Q 2023). Revenue: JP¥238.2b (up 21% from 2Q 2023). Net income: JP¥9.04b (up 209% from 2Q 2023). Profit margin: 3.8% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.공시 • Sep 28Zensho Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥43.97 (vs JP¥29.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.97 (up from JP¥29.11 in 1Q 2023). Revenue: JP¥214.4b (up 20% from 1Q 2023). Net income: JP¥6.68b (up 51% from 1Q 2023). Profit margin: 3.1% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.공시 • Aug 11Zensho Holdings Co., Ltd. (TSE:7550) announces an Equity Buyback for 1,130,000 shares, representing 0.74% for ¥8,500 million.Zensho Holdings Co., Ltd. (TSE:7550) announces a share repurchase program. Under the program, the company will repurchase 1,130,000 shares, representing 0.74% of its share capital, for ¥8,500 million. The shares will be repurchased at a price of ¥6,604 per share. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of June 30, 2023, the company had 151,822,093 shares outstanding (excluding treasury shares) and 3,040,732 shares in treasury.공시 • Jun 28Zensho Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023공시 • Jun 15Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited for JPY 87.45 billion on May 19, 2023. This transaction is scheduled to be implemented immediately after obtaining the necessary approvals and approvals from the US regulatory authorities. Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited on June 13, 2023.공시 • Jun 14Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million on June 13, 2023. Post completion of this transaction Mayfair Equity Partners LLP will fully exit Snowfox. Snowfox's leadership team, including CEO Richard Hodgson, will remain with the business to work closely with Zensho's Senior Management. The terms of transaction are to be confirmed and completion remains subject to customary closing conditions.Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥87.30 (vs JP¥91.17 in FY 2022)Full year 2023 results: EPS: JP¥87.30 (down from JP¥91.17 in FY 2022). Revenue: JP¥780.0b (up 18% from FY 2022). Net income: JP¥13.3b (down 4.4% from FY 2022). Profit margin: 1.7% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €33.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.53 per share.공시 • May 14Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).공시 • Feb 18Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd. on February 16, 2023. The Lotteria brand will be maintained for a certain period even after the share transfer. The transaction is expected to close on April 1, 2023.Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥24.86 (vs JP¥46.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.86 (down from JP¥46.65 in 3Q 2022). Revenue: JP¥203.5b (up 16% from 3Q 2022). Net income: JP¥3.77b (down 47% from 3Q 2022). Profit margin: 1.9% (down from 4.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.공시 • Dec 26Zensho Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.공시 • Sep 24Zensho Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Zensho Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.9%).Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥29.11 (vs JP¥8.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.11 (up from JP¥8.10 in 1Q 2022). Revenue: JP¥178.4b (up 17% from 1Q 2022). Net income: JP¥4.43b (up 259% from 1Q 2022). Profit margin: 2.5% (up from 0.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.0%, compared to a 716% growth forecast for the industry in Germany.공시 • Jun 29Zensho Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Zensho Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥91.17 (vs JP¥14.81 in FY 2021)Full year 2022 results: EPS: JP¥91.17 (up from JP¥14.81 in FY 2021). Revenue: JP¥658.5b (up 11% from FY 2021). Net income: JP¥13.9b (up JP¥11.6b from FY 2021). Profit margin: 2.1% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 35% growth forecast for the restaurants industry in Germany.공시 • May 15Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022. Agenda: AGM.공시 • Apr 08Zensho Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Zensho Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥46.65 (up from JP¥11.31 in 3Q 2021). Revenue: JP¥176.2b (up 9.9% from 3Q 2021). Net income: JP¥7.10b (up 313% from 3Q 2021). Profit margin: 4.0% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany.Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥34.18 (vs JP¥29.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥164.4b (up 3.0% from 2Q 2021). Net income: JP¥5.20b (up 16% from 2Q 2021). Profit margin: 3.2% (up from 2.8% in 2Q 2021).Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥14.81 (vs JP¥80.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥595.0b (down 5.6% from FY 2020). Net income: JP¥2.26b (down 81% from FY 2020). Profit margin: 0.4% (down from 1.9% in FY 2020).Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥11.31 (vs JP¥18.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥160.4b (flat on 3Q 2020). Net income: JP¥1.72b (down 38% from 3Q 2020). Profit margin: 1.1% (down from 1.7% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 27% growth forecast for the Hospitality industry in Germany.Is New 90 Day High Low • Jan 27New 90-day high: €23.14The company is up 15% from its price of €20.20 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.79 per share.공시 • Dec 27Zensho Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Zensho Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 7.2% compared to a 3.4% decline forecast for the Hospitality industry in Germany.Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥29.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥159.6b (down 4.2% from 2Q 2020). Net income: JP¥4.47b (down 22% from 2Q 2020). Profit margin: 2.8% (down from 3.4% in 2Q 2020). The decrease in margin was driven by lower revenue.Is New 90 Day High Low • Nov 12New 90-day high: €21.20The company is up 23% from its price of €17.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.22 per share.공시 • Sep 06Zensho Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Zensho Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020공시 • Jul 30Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL.Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL on December 20, 2019. Upon completion, Ogawa Johei and Fujiwara Tomoaki are registered as officers of Worldfood To Go. Barclays Securities Japan Limited acted as the financial advisor to Zensho Holdings Co., Ltd. (TSE:7550). Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of a 70% stake in Worldfood To Go SL on December 20, 2019.이익 및 매출 성장 예측DB:5F7 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,654,65069,35044,800132,07543/31/20281,531,25060,62530,100118,90043/31/20271,406,50052,17523,900104,58943/31/20261,264,05343,19520,754101,177N/A12/31/20251,226,61539,073N/AN/AN/A9/30/20251,191,86036,05416,60087,872N/A6/30/20251,160,52234,894N/AN/AN/A3/31/20251,136,68437,67015,15878,953N/A12/31/20241,105,73542,162N/AN/AN/A9/30/20241,070,93338,23431,36482,666N/A6/30/20241,017,99334,002N/AN/AN/A3/31/2024965,77829,88143,89085,985N/A12/31/2023907,52822,407N/AN/AN/A9/30/2023856,85021,61335,21071,226N/A6/30/2023815,93415,512N/AN/AN/A3/31/2023779,96413,26520,57853,078N/A12/31/2022744,57111,473N/AN/AN/A9/30/2022717,26314,79519,09951,495N/A6/30/2022684,29417,065N/AN/AN/A3/31/2022658,50313,86916,65445,430N/A12/31/2021639,87915,979N/AN/AN/A9/30/2021624,03710,60313,37636,655N/A6/30/2021619,2829,873N/AN/AN/A3/31/2021595,0482,2598,26529,686N/A12/31/2020598,8881,386N/AN/AN/A9/30/2020598,5572,4525,62929,019N/A6/30/2020605,4893,673N/AN/AN/A3/31/2020630,43511,9788,56533,575N/A12/31/2019632,72113,930N/AN/AN/A9/30/2019627,77212,542N/A34,677N/A6/30/2019616,95110,693N/AN/AN/A3/31/2019607,6799,924N/A33,129N/A12/31/2018598,2007,526N/AN/AN/A9/30/2018587,8887,891N/A35,590N/A6/30/2018581,3397,413N/AN/AN/A3/31/2018579,1088,001N/A37,162N/A12/31/2017573,8507,747N/AN/AN/A9/30/2017566,3618,632N/A33,397N/A6/30/2017557,4059,478N/AN/AN/A3/31/2017544,0288,443N/A37,049N/A12/31/2016534,9908,255N/AN/AN/A9/30/2016530,8736,462N/A39,964N/A6/30/2016528,0135,005N/AN/AN/A3/31/2016525,7094,026N/A25,455N/A12/31/2015525,050-5,254N/AN/AN/A9/30/2015523,706-6,426N/A17,632N/A6/30/2015517,800-9,079N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 5F7 의 연간 예상 수익 증가율(15.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 5F7 의 연간 수익(15.4%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 5F7 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 5F7 의 수익(연간 8.9%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 5F7 의 수익(연간 8.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 5F7의 자본 수익률은 3년 후 15.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 23:13종가2026/06/11 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Zensho Holdings Co., Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masao OkadaCitigroup IncKazunori TsudaDaiwa Securities Co. Ltd.Seiichiro SamejimaIchiyoshi Research Institute Inc.5명의 분석가 더 보기
공시 • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026Zensho Holdings Co., Ltd., Annual General Meeting, Jun 26, 2026.
공시 • May 09Zensho Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Zensho Holdings Co., Ltd. announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 12, 2026
공시 • Dec 17Zensho Holdings Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026Zensho Holdings Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026
공시 • Nov 11+ 1 more updateZensho Holdings Co., Ltd. Announces Dividend for the Second Quarter Ended September 30, 2025, Payable on December 2, 2025Zensho Holdings Co., Ltd. announced dividend for the second quarter ended September 30, 2025. For the quarter, the company announced dividend of JPY 35.00 per share against JPY 35.00 per share a year ago. Scheduled date for payment of dividends is December 2, 2025.
공시 • Sep 12Zensho Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Zensho Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
공시 • Aug 18Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion.Zensho Holdings Co., Ltd. has filed a Follow-on Equity Offering in the amount of ¥50 billion. Security Name: Series 1 Bond-Type Class Shares Security Type: Preferred Stock Securities Offered: 10,000,000 Price\Range: ¥5000 Discount Per Security: ¥150
공시 • Jun 21Zensho Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Zensho Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • May 13Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2025.
공시 • Mar 04Zensho Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Zensho Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
공시 • Dec 03Zensho Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025Zensho Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥89.84 (vs JP¥59.70 in 2Q 2024)Second quarter 2025 results: EPS: JP¥89.84 (up from JP¥59.70 in 2Q 2024). Revenue: JP¥291.2b (up 22% from 2Q 2024). Net income: JP¥14.1b (up 56% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). 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 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).
공시 • Sep 18Zensho Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Zensho Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €39.00, the stock trades at a forward P/E ratio of 26x. Average trailing P/E is 18x in the Hospitality industry in Germany. Total returns to shareholders of 86% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.24 per share.
Declared Dividend • Aug 13Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 105%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥68.91 (vs JP¥43.97 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.91 (up from JP¥43.97 in 1Q 2024). Revenue: JP¥266.6b (up 24% from 1Q 2024). Net income: JP¥10.8b (up 62% from 1Q 2024). Profit margin: 4.0% (up from 3.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% 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. Currently, the following risks have been identified for the company: Minor Risks High level of debt (85% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
공시 • Jun 26Zensho Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥201 (vs JP¥87.30 in FY 2023)Full year 2024 results: EPS: JP¥201 (up from JP¥87.30 in FY 2023). Revenue: JP¥965.8b (up 24% from FY 2023). Net income: JP¥30.7b (up 131% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
공시 • May 16Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024Zensho Holdings Co., Ltd., Annual General Meeting, Jun 27, 2024.
공시 • Mar 27Zensho Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Zensho Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.0%).
New Risk • Feb 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% 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 High level of debt (104% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥32.80 (vs JP¥24.86 in 3Q 2023)Third quarter 2024 results: EPS: JP¥32.80 (up from JP¥24.86 in 3Q 2023). Revenue: JP¥254.2b (up 25% from 3Q 2023). Net income: JP¥4.99b (up 32% from 3Q 2023). Profit margin: 2.0% (up from 1.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Germany. 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 21% per year, which means it is significantly lagging earnings growth.
공시 • Dec 28Zensho Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Zensho Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥59.75 (vs JP¥19.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.75 (up from JP¥19.27 in 2Q 2023). Revenue: JP¥238.2b (up 21% from 2Q 2023). Net income: JP¥9.04b (up 209% from 2Q 2023). Profit margin: 3.8% (up from 1.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 12New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company.
공시 • Sep 28Zensho Holdings Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.5%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥43.97 (vs JP¥29.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥43.97 (up from JP¥29.11 in 1Q 2023). Revenue: JP¥214.4b (up 20% from 1Q 2023). Net income: JP¥6.68b (up 51% from 1Q 2023). Profit margin: 3.1% (up from 2.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
공시 • Aug 11Zensho Holdings Co., Ltd. (TSE:7550) announces an Equity Buyback for 1,130,000 shares, representing 0.74% for ¥8,500 million.Zensho Holdings Co., Ltd. (TSE:7550) announces a share repurchase program. Under the program, the company will repurchase 1,130,000 shares, representing 0.74% of its share capital, for ¥8,500 million. The shares will be repurchased at a price of ¥6,604 per share. The company will repurchase its shares in order to improve capital efficiency and implement a flexible capital policy in response to changes in the business environment. As of June 30, 2023, the company had 151,822,093 shares outstanding (excluding treasury shares) and 3,040,732 shares in treasury.
공시 • Jun 28Zensho Holdings Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
공시 • Jun 15Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited for JPY 87.45 billion on May 19, 2023. This transaction is scheduled to be implemented immediately after obtaining the necessary approvals and approvals from the US regulatory authorities. Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of Snowfox Topco Limited from JimKim Holdings Inc., Mayfair Equity Partners Nominees Limited, 2530023 Ontario Limited and 2144052 Ontario Limited on June 13, 2023.
공시 • Jun 14Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire Snowfox Group PLC from Mayfair Equity Partners LLP and others in a transaction valued at approximately $620 million on June 13, 2023. Post completion of this transaction Mayfair Equity Partners LLP will fully exit Snowfox. Snowfox's leadership team, including CEO Richard Hodgson, will remain with the business to work closely with Zensho's Senior Management. The terms of transaction are to be confirmed and completion remains subject to customary closing conditions.
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥87.30 (vs JP¥91.17 in FY 2022)Full year 2023 results: EPS: JP¥87.30 (down from JP¥91.17 in FY 2022). Revenue: JP¥780.0b (up 18% from FY 2022). Net income: JP¥13.3b (down 4.4% from FY 2022). Profit margin: 1.7% (down from 2.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €33.80, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 19x in the Hospitality industry in Europe. Total returns to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.53 per share.
공시 • May 14Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023Zensho Holdings Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.2%).
공시 • Feb 18Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd.Zensho Holdings Co., Ltd. (TSE:7550) agreed to acquire LOTTERIA Co.,Ltd. from Lotte Co., Ltd. on February 16, 2023. The Lotteria brand will be maintained for a certain period even after the share transfer. The transaction is expected to close on April 1, 2023.
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥24.86 (vs JP¥46.65 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.86 (down from JP¥46.65 in 3Q 2022). Revenue: JP¥203.5b (up 16% from 3Q 2022). Net income: JP¥3.77b (down 47% from 3Q 2022). Profit margin: 1.9% (down from 4.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Hospitality industry in Germany.
공시 • Dec 26Zensho Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Zensho Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Hospitality industry in Germany.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥19.27 (vs JP¥34.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥19.27 (down from JP¥34.18 in 2Q 2022). Revenue: JP¥197.3b (up 20% from 2Q 2022). Net income: JP¥2.93b (down 44% from 2Q 2022). Profit margin: 1.5% (down from 3.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany.
공시 • Sep 24Zensho Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Zensho Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.9%).
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥29.11 (vs JP¥8.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.11 (up from JP¥8.10 in 1Q 2022). Revenue: JP¥178.4b (up 17% from 1Q 2022). Net income: JP¥4.43b (up 259% from 1Q 2022). Profit margin: 2.5% (up from 0.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.0%, compared to a 716% growth forecast for the industry in Germany.
공시 • Jun 29Zensho Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Zensho Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 17Full year 2022 earnings released: EPS: JP¥91.17 (vs JP¥14.81 in FY 2021)Full year 2022 results: EPS: JP¥91.17 (up from JP¥14.81 in FY 2021). Revenue: JP¥658.5b (up 11% from FY 2021). Net income: JP¥13.9b (up JP¥11.6b from FY 2021). Profit margin: 2.1% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 35% growth forecast for the restaurants industry in Germany.
공시 • May 15Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022Zensho Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022. Agenda: AGM.
공시 • Apr 08Zensho Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Zensho Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 09Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥46.65 (up from JP¥11.31 in 3Q 2021). Revenue: JP¥176.2b (up 9.9% from 3Q 2021). Net income: JP¥7.10b (up 313% from 3Q 2021). Profit margin: 4.0% (up from 1.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 7.7%, compared to a 18% growth forecast for the industry in Germany.
Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥34.18 (vs JP¥29.26 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥164.4b (up 3.0% from 2Q 2021). Net income: JP¥5.20b (up 16% from 2Q 2021). Profit margin: 3.2% (up from 2.8% in 2Q 2021).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥14.81 (vs JP¥80.31 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥595.0b (down 5.6% from FY 2020). Net income: JP¥2.26b (down 81% from FY 2020). Profit margin: 0.4% (down from 1.9% in FY 2020).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥11.31 (vs JP¥18.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥160.4b (flat on 3Q 2020). Net income: JP¥1.72b (down 38% from 3Q 2020). Profit margin: 1.1% (down from 1.7% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 07Revenue misses expectationsRevenue missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 8.2%, compared to a 27% growth forecast for the Hospitality industry in Germany.
Is New 90 Day High Low • Jan 27New 90-day high: €23.14The company is up 15% from its price of €20.20 on 29 October 2020. The German market is up 21% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.79 per share.
공시 • Dec 27Zensho Holdings Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021Zensho Holdings Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021
Analyst Estimate Surprise Post Earnings • Nov 15Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 7.2% compared to a 3.4% decline forecast for the Hospitality industry in Germany.
Reported Earnings • Nov 15Second quarter 2021 earnings released: EPS JP¥29.26The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥159.6b (down 4.2% from 2Q 2020). Net income: JP¥4.47b (down 22% from 2Q 2020). Profit margin: 2.8% (down from 3.4% in 2Q 2020). The decrease in margin was driven by lower revenue.
Is New 90 Day High Low • Nov 12New 90-day high: €21.20The company is up 23% from its price of €17.30 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.22 per share.
공시 • Sep 06Zensho Holdings Co., Ltd. to Report Q2, 2021 Results on Nov 13, 2020Zensho Holdings Co., Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020
공시 • Jul 30Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL.Zensho Holdings Co., Ltd. (TSE:7550) acquired a 70% stake in Worldfood To Go SL on December 20, 2019. Upon completion, Ogawa Johei and Fujiwara Tomoaki are registered as officers of Worldfood To Go. Barclays Securities Japan Limited acted as the financial advisor to Zensho Holdings Co., Ltd. (TSE:7550). Zensho Holdings Co., Ltd. (TSE:7550) completed the acquisition of a 70% stake in Worldfood To Go SL on December 20, 2019.