View ValuationSENKO Group Holdings 향후 성장Future 기준 점검 1/6SENKO Group Holdings (는) 각각 연간 9.5% 및 5.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.3% 로 예상됩니다.핵심 정보9.5%이익 성장률8.80%EPS 성장률Logistics 이익 성장16.9%매출 성장률5.9%향후 자기자본이익률11.25%애널리스트 커버리지Good마지막 업데이트30 Jun 2026최근 향후 성장 업데이트공시 • Feb 13Senko Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expected operating revenue of JPY 898,000 million; Operating profit of JPY 37,000 million; Profit attributable to owners of parent of JPY 19,200 million; and Profit per share of JPY 112.40.공시 • Feb 10+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 700,000 million, operating profit to be JPY 26,700 million, profit attributable to owners of parent to be JPY 16,000 million and profit per share to be JPY 107.34.공시 • Sep 01+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2022 and Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2022 and fiscal year ending March 31, 2023. For the first half ending September 30, 2022, the company expects Operating revenue of JPY 337,000 million, Operating profit of JPY 12,500 million, Profit attributable to owners of parent of JPY 7,500 million and Profit per share of JPY 50.35.For the fiscal year ending March 31, 2023, the company expects Operating revenue of JPY 700,000 million, Operating profit of JPY 26,700 million, Profit attributable to owners of parent of JPY 16,000 million and Profit per share of JPY 107.41.공시 • Dec 08SENKO Group Holdings Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expects operating revenue of ¥625,000 million, Operating profit of ¥25,200 million, Profit attributable to owners of the parent of ¥14,800 million or ¥100.42 per share.공시 • Sep 03SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021 and Fiscal Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2021 and fiscal year ending March 31, 2022. For the first half, the company expects operating revenue of JPY 304,000 million, operating profit of JPY 11,100 million, profit attributable to owners of parent of JPY 6,500 million and profit per share of JPY 43.86. For the fiscal year, the company expects operating revenue of JPY 625,000 million, operating profit of JPY 24,600 million, profit attributable to owners of parent of JPY 14,500 million and profit per share of JPY 97.85.모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yasuko Teraura was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • May 14SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.공시 • May 09SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026공시 • Mar 07SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of an additional 57.07% stake in Maruwn Corporation (TSE:9067) for ¥15.6 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) for ¥16.7 billion on November 13, 2025. A cash consideration of ¥16.72 billion valued at ¥949 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥16.72 billion is paid towards common equity of Maruwn Corporation. In a related transaction, SENKO Group Holdings Co., Ltd. and JX Advanced Metals Corporation entered into a Non-Tender Agreement. Upon completion of the transactions, SENKO Group Holdings Co., Ltd. will hold 80% voting rights while JX Advanced Metals Corporation will hold 20% voting rights in Maruwn Corporation. The transaction is subject to recommendation of merger agreement by the board of Maruwn Corporation, minimum tender and antitrust approval. The tender offer will be closed on February 24, 2026. As of February 18, 2026 SENKO Group Holdings Co., Ltd. confirmed that 9,553,829 shares have been tendered exceeding the minimum requirement of 3,200,400 shares. The tender offer will now be closed on March 5, 2026. Daiwa Securities Co. Ltd. acted as tender offer agent in the transaction. SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of an additional 57.07% stake in Maruwn Corporation (TSE:9067) for ¥15.6 billion on March 5, 2026. SENKO Group Holdings Co., Ltd. acquired total of 16,484,918 shares in the tender offer and will pay ¥15.644 billion on the settlement day, SENKO Group Holdings Co., Ltd. now holds 57.86% stake in Maruwn Corporation.공시 • Feb 13Senko Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expected operating revenue of JPY 898,000 million; Operating profit of JPY 37,000 million; Profit attributable to owners of parent of JPY 19,200 million; and Profit per share of JPY 112.40.Board Change • Dec 30Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yasuko Teraura was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.공시 • Dec 05SENKO Group Holdings Co., Ltd. (TSE:9069) announces an Equity Buyback for 4,464,200 shares, for ¥8,500 million.SENKO Group Holdings Co., Ltd. (TSE:9069) announces a share repurchase program. Under the program, the company will repurchase up to 4,464,200 shares, representing 1% of its share capital for ¥8,500 million. The purpose of the program is to to improve capital efficiency and to implement an agile capital policy in response to changes in the business environment. The plan will be valid till December 5, 2025. As of September 30, 2025, the company had 175,692,457 shares in issue (excluding treasury stock) and 349,766 shares in treasury.공시 • Nov 14SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) from a group of shareholders for ¥16.7 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) from a group of shareholders for ¥16.7 billion on November 13, 2025. A cash consideration of ¥16.72 billion valued at ¥949 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥16.72 billion is paid towards common equity of Maruwn Corporation. In a related transaction, SENKO Group Holdings Co., Ltd. and JX Advanced Metals Corporation entered into a Non-Tender Agreement. Upon completion of the transactions, SENKO Group Holdings Co., Ltd. will hold 80% stake while JX Advanced Metals Corporation will hold 20% stake in Maruwn Corporation. The transaction is subject to recommendation of merger agreement by the board of Maruwn Corporation, minimum tender and antitrust approval.공시 • Oct 08SENKO Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025공시 • Sep 09SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of 50.18% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥4.6 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥5.5 billion on August 8, 2025. A cash consideration of ¥5.54 billion valued at ¥340 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥5.54 billion is paid towards common equity of Verite Co., Ltd. The minimum number of shares to be purchased in the Tender Offer has been set at 13,615,600 shares (ownership ratio: 50.18%) and maximum number of shares to be purchased in the Tender Offer at 16,280,645 shares (ownership ratio: 60.00%). The transaction is subject to minimum tender. The expected completion of the transaction is September 8, 2025. Aspasio Co. Ltd. acted as financial advisor Oh-Ebashi LPC & Partners acted as legal advisor to SENKO Group Holdings Co., Ltd. whereas Otemachi M&A Advisory Co., Ltd. acted as financial advisor and Southgate Law Office acted as legal advisor to Verite Co., Ltd. SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of 50.18% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥4.6 billion on September 8, 2025.공시 • Aug 08SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co.Ltd and others for ¥5.5 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥5.5 billion on August 8, 2025. A cash consideration of ¥5.54 billion valued at ¥340 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥5.54 billion is paid towards common equity of Verite Co., Ltd. The transaction is subject to minimum tender. The expected completion of the transaction is September 8, 2025.공시 • Jul 03+ 1 more updateSENKO Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • May 12+ 2 more updatesSENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.공시 • Apr 08SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Feb 28SENKO Group Holdings Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2025SENKO Group Holdings Co., Ltd. provided year end dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expected year end dividend of JPY 23 per share compared to JPY 19 per share a year ago.공시 • Jan 03SENKO Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥35.28 (vs JP¥28.59 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.28 (up from JP¥28.59 in 2Q 2024). Revenue: JP¥213.3b (up 12% from 2Q 2024). Net income: JP¥5.32b (up 24% from 2Q 2024). Profit margin: 2.5% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).공시 • Aug 29SENKO Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥34.61 (vs JP¥30.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.61 (up from JP¥30.61 in 1Q 2024). Revenue: JP¥200.8b (up 6.6% from 1Q 2024). Net income: JP¥5.17b (up 13% from 1Q 2024). Profit margin: 2.6% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Buy Or Sell Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to €6.80. The fair value is estimated to be €8.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 343%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 10% 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 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 28SENKO Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥106 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥106 (up from JP¥103 in FY 2023). Revenue: JP¥778.4b (up 12% from FY 2023). Net income: JP¥15.9b (up 3.9% from FY 2023). Profit margin: 2.0% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • May 16+ 1 more updateSENKO Group Holdings Co., Ltd. (TSE:9069) agreed to acquire an unknown stake in Nanasai Co.,Ltd. from Wacoal Holdings Corp. (TSE:3591)SENKO Group Holdings Co., Ltd. (TSE:9069) agreed to acquire an unknown stake in Nanasai Co.,Ltd. from Wacoal Holdings Corp. (TSE:3591) on May 15, 2024.공시 • May 15SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.공시 • Mar 28SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.2%).Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥41.84 (vs JP¥46.70 in 3Q 2023)Third quarter 2024 results: EPS: JP¥41.84 (down from JP¥46.70 in 3Q 2023). Revenue: JP¥203.1b (up 13% from 3Q 2023). Net income: JP¥6.30b (down 9.6% from 3Q 2023). Profit margin: 3.1% (down from 3.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% 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.Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥30.61 (vs JP¥29.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.61 (up from JP¥29.29 in 1Q 2023). Revenue: JP¥188.3b (up 14% from 1Q 2023). Net income: JP¥4.57b (up 4.8% from 1Q 2023). Profit margin: 2.4% (down from 2.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.공시 • Aug 12+ 2 more updatesSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SENKO Group Holdings Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 19.00 per share against JPY 17.00 per share paid a year ago.공시 • Jun 12+ 2 more updatesSenko Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SENKO Group Holdings Co., Ltd. provided dividend guidance of JPY 19 per share for the fiscal year ending March 31, 2024.공시 • May 28+ 2 more updatesSENKO Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥103 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥103. Revenue: JP¥696.3b (up 12% from FY 2022). Net income: JP¥15.3b (flat on FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.공시 • May 12SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.70 (vs JP¥39.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.70 (up from JP¥39.34 in 3Q 2022). Revenue: JP¥180.5b (up 9.6% from 3Q 2022). Net income: JP¥6.96b (up 22% from 3Q 2022). Profit margin: 3.9% (up from 3.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Logistics industry in Europe.공시 • Feb 10+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 700,000 million, operating profit to be JPY 26,700 million, profit attributable to owners of parent to be JPY 16,000 million and profit per share to be JPY 107.34.공시 • Dec 28SENKO Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023공시 • Dec 08+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. for the year, the company expects to pay the divided of JPY 17.00 per share against JPY 17.00 per share a year ago.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥24.28 (vs JP¥22.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.28 (up from JP¥22.84 in 2Q 2022). Revenue: JP¥169.5b (up 11% from 2Q 2022). Net income: JP¥3.62b (up 8.2% from 2Q 2022). Profit margin: 2.1% (in line with 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe.Board Change • Nov 16Less 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. 6 non-independent directors. Outside Independent Director Fumiko Okuno was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).공시 • Sep 01+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2022 and Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2022 and fiscal year ending March 31, 2023. For the first half ending September 30, 2022, the company expects Operating revenue of JPY 337,000 million, Operating profit of JPY 12,500 million, Profit attributable to owners of parent of JPY 7,500 million and Profit per share of JPY 50.35.For the fiscal year ending March 31, 2023, the company expects Operating revenue of JPY 700,000 million, Operating profit of JPY 26,700 million, Profit attributable to owners of parent of JPY 16,000 million and Profit per share of JPY 107.41.공시 • Aug 28SENKO Group Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥29.29 (vs JP¥24.34 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.29 (up from JP¥24.34 in 1Q 2022). Revenue: JP¥165.3b (up 12% from 1Q 2022). Net income: JP¥4.36b (up 21% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 7.3% growth forecast for the industry in Germany.공시 • Jun 29SENKO Group Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022공시 • Jun 14+ 2 more updatesSENKO Group Holdings Co., Ltd. Announces Dividend for the Year Ended March 31, 2022, Payable on June 29, 2022SENKO Group Holdings Co., Ltd. announced dividend of JPY 17 per share for the year ended March 31, 2022 compared to JPY 15 per share paid a year ago. The dividend payable on June 29, 2022.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥104 (vs JP¥93.81 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥93.81 in FY 2021). Revenue: JP¥623.1b (up 8.9% from FY 2021). Net income: JP¥15.2b (up 7.0% from FY 2021). Profit margin: 2.4% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the industry in Germany.공시 • May 15SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less 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. 7 non-independent directors. Outside Independent Director Fumiko Okuno was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Buying Opportunity • Mar 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €8.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).공시 • Mar 03+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided dividend guidance for the year ending March 31, 2022. For the period, the company expects a dividend of ¥15.00 per share against ¥15.00 per share paid a year ago.Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥39.34 (up from JP¥38.65 in 3Q 2021). Revenue: JP¥164.7b (up 9.0% from 3Q 2021). Net income: JP¥5.70b (down 3.0% from 3Q 2021). Profit margin: 3.5% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.2%, compared to a 19% growth forecast for the industry in Germany.공시 • Dec 08SENKO Group Holdings Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expects operating revenue of ¥625,000 million, Operating profit of ¥25,200 million, Profit attributable to owners of the parent of ¥14,800 million or ¥100.42 per share.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥22.84 (vs JP¥21.05 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥152.7b (up 9.0% from 2Q 2021). Net income: JP¥3.35b (up 4.6% from 2Q 2021). Profit margin: 2.2% (down from 2.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).공시 • Sep 03SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021 and Fiscal Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2021 and fiscal year ending March 31, 2022. For the first half, the company expects operating revenue of JPY 304,000 million, operating profit of JPY 11,100 million, profit attributable to owners of parent of JPY 6,500 million and profit per share of JPY 43.86. For the fiscal year, the company expects operating revenue of JPY 625,000 million, operating profit of JPY 24,600 million, profit attributable to owners of parent of JPY 14,500 million and profit per share of JPY 97.85.Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥24.34 (vs JP¥16.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥148.1b (up 11% from 1Q 2021). Net income: JP¥3.61b (up 43% from 1Q 2021). Profit margin: 2.4% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue.공시 • Aug 13SENKO Group Holdings Co., Ltd. (TSE:9069) announces an Equity Buyback for 3,500,000 shares, representing 2.36% for ¥4,000 million.SENKO Group Holdings Co., Ltd. (TSE:9069) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.36% of its issued share capital (excluding treasury stock), at ¥1,142.86 per share, for ¥4,000 million. The purpose of the program is to to improve capital efficiency and to implement an agile capital policy in response to changes in the business environment. The program will run until August 13, 2021. As of July 31, 2021, the company had 148,307,402 shares in issue (excluding treasury stock) and 4,644,819 shares in treasury.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥93.81 (vs JP¥79.51 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥572.4b (flat on FY 2020). Net income: JP¥14.2b (up 18% from FY 2020). Profit margin: 2.5% (up from 2.1% in FY 2020).Analyst Estimate Surprise Post Earnings • Feb 10Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.5% compared to a 6.6% decline forecast for the Transportation industry in Germany.Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥38.64 (vs JP¥29.27 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥151.2b (up 3.8% from 3Q 2020). Net income: JP¥5.88b (up 32% from 3Q 2020). Profit margin: 3.9% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측DB:7WE - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20291,103,19128,01120,85865,25963/31/20281,038,04125,31618,20963,39573/31/2027996,93223,46522,13173,10573/31/2026899,62019,32014,95261,118N/A12/31/2025886,29117,822N/AN/AN/A9/30/2025877,32116,839-5,86750,755N/A6/30/2025871,14018,446N/AN/AN/A3/31/2025854,55018,610-9,71744,722N/A12/31/2024837,45116,868N/AN/AN/A9/30/2024812,81417,579-4,90350,777N/A6/30/2024790,84916,547N/AN/AN/A3/31/2024778,37015,9441,00751,214N/A12/31/2023763,77615,546N/AN/AN/A9/30/2023741,16216,2154,43448,497N/A6/30/2023719,28315,549N/AN/AN/A3/31/2023696,28815,34111,98547,694N/A12/31/2022672,98817,524N/AN/AN/A9/30/2022657,18116,26112,76140,961N/A6/30/2022640,38215,988N/AN/AN/A3/31/2022623,13915,2331,57431,885N/A12/31/2021613,25115,291N/AN/AN/A9/30/2021599,71815,469-7,19533,366N/A6/30/2021587,17715,322N/AN/AN/A3/31/2021572,40514,240-1,76031,858N/A12/31/2020566,89212,807N/AN/AN/A9/30/2020561,40911,3768,34626,721N/A6/30/2020566,23911,465N/AN/AN/A3/31/2020570,03012,08113,64931,098N/A12/31/2019556,78513,008N/AN/AN/A9/30/2019551,34012,496N/A32,726N/A6/30/2019537,36511,904N/AN/AN/A3/31/2019529,60911,681N/A27,022N/A12/31/2018519,68411,620N/AN/AN/A9/30/2018510,16610,768N/A23,171N/A6/30/2018501,88710,521N/AN/AN/A3/31/2018492,1279,503N/A24,567N/A12/31/2017484,6848,744N/AN/AN/A9/30/2017473,2148,830N/A20,894N/A6/30/2017464,7538,755N/AN/AN/A3/31/2017455,4358,950N/A20,848N/A12/31/2016449,5038,787N/AN/AN/A9/30/2016443,2898,689N/A20,689N/A6/30/2016437,9178,686N/AN/AN/A3/31/2016434,0008,542N/A16,149N/A12/31/2015431,4228,839N/AN/AN/A9/30/2015429,8818,328N/A19,009N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7WE 의 연간 예상 수익 증가율(9.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 7WE 의 연간 수익(9.5%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 7WE 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 7WE 의 수익(연간 5.9%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 7WE 의 수익(연간 5.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7WE의 자본 수익률은 3년 후 11.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/30 21:38종가2026/06/30 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스SENKO Group Holdings Co., Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysRyota HimenoCitigroup IncMasayoshi YonezawaDaiwa Securities Co. Ltd.10명의 분석가 더 보기
공시 • Feb 13Senko Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expected operating revenue of JPY 898,000 million; Operating profit of JPY 37,000 million; Profit attributable to owners of parent of JPY 19,200 million; and Profit per share of JPY 112.40.
공시 • Feb 10+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 700,000 million, operating profit to be JPY 26,700 million, profit attributable to owners of parent to be JPY 16,000 million and profit per share to be JPY 107.34.
공시 • Sep 01+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2022 and Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2022 and fiscal year ending March 31, 2023. For the first half ending September 30, 2022, the company expects Operating revenue of JPY 337,000 million, Operating profit of JPY 12,500 million, Profit attributable to owners of parent of JPY 7,500 million and Profit per share of JPY 50.35.For the fiscal year ending March 31, 2023, the company expects Operating revenue of JPY 700,000 million, Operating profit of JPY 26,700 million, Profit attributable to owners of parent of JPY 16,000 million and Profit per share of JPY 107.41.
공시 • Dec 08SENKO Group Holdings Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expects operating revenue of ¥625,000 million, Operating profit of ¥25,200 million, Profit attributable to owners of the parent of ¥14,800 million or ¥100.42 per share.
공시 • Sep 03SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021 and Fiscal Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2021 and fiscal year ending March 31, 2022. For the first half, the company expects operating revenue of JPY 304,000 million, operating profit of JPY 11,100 million, profit attributable to owners of parent of JPY 6,500 million and profit per share of JPY 43.86. For the fiscal year, the company expects operating revenue of JPY 625,000 million, operating profit of JPY 24,600 million, profit attributable to owners of parent of JPY 14,500 million and profit per share of JPY 97.85.
Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yasuko Teraura was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • May 14SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026.
공시 • May 09SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
공시 • Mar 07SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of an additional 57.07% stake in Maruwn Corporation (TSE:9067) for ¥15.6 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) for ¥16.7 billion on November 13, 2025. A cash consideration of ¥16.72 billion valued at ¥949 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥16.72 billion is paid towards common equity of Maruwn Corporation. In a related transaction, SENKO Group Holdings Co., Ltd. and JX Advanced Metals Corporation entered into a Non-Tender Agreement. Upon completion of the transactions, SENKO Group Holdings Co., Ltd. will hold 80% voting rights while JX Advanced Metals Corporation will hold 20% voting rights in Maruwn Corporation. The transaction is subject to recommendation of merger agreement by the board of Maruwn Corporation, minimum tender and antitrust approval. The tender offer will be closed on February 24, 2026. As of February 18, 2026 SENKO Group Holdings Co., Ltd. confirmed that 9,553,829 shares have been tendered exceeding the minimum requirement of 3,200,400 shares. The tender offer will now be closed on March 5, 2026. Daiwa Securities Co. Ltd. acted as tender offer agent in the transaction. SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of an additional 57.07% stake in Maruwn Corporation (TSE:9067) for ¥15.6 billion on March 5, 2026. SENKO Group Holdings Co., Ltd. acquired total of 16,484,918 shares in the tender offer and will pay ¥15.644 billion on the settlement day, SENKO Group Holdings Co., Ltd. now holds 57.86% stake in Maruwn Corporation.
공시 • Feb 13Senko Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expected operating revenue of JPY 898,000 million; Operating profit of JPY 37,000 million; Profit attributable to owners of parent of JPY 19,200 million; and Profit per share of JPY 112.40.
Board Change • Dec 30Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Yasuko Teraura was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
공시 • Dec 05SENKO Group Holdings Co., Ltd. (TSE:9069) announces an Equity Buyback for 4,464,200 shares, for ¥8,500 million.SENKO Group Holdings Co., Ltd. (TSE:9069) announces a share repurchase program. Under the program, the company will repurchase up to 4,464,200 shares, representing 1% of its share capital for ¥8,500 million. The purpose of the program is to to improve capital efficiency and to implement an agile capital policy in response to changes in the business environment. The plan will be valid till December 5, 2025. As of September 30, 2025, the company had 175,692,457 shares in issue (excluding treasury stock) and 349,766 shares in treasury.
공시 • Nov 14SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) from a group of shareholders for ¥16.7 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire an additional 60.98% stake in Maruwn Corporation (TSE:9067) from a group of shareholders for ¥16.7 billion on November 13, 2025. A cash consideration of ¥16.72 billion valued at ¥949 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥16.72 billion is paid towards common equity of Maruwn Corporation. In a related transaction, SENKO Group Holdings Co., Ltd. and JX Advanced Metals Corporation entered into a Non-Tender Agreement. Upon completion of the transactions, SENKO Group Holdings Co., Ltd. will hold 80% stake while JX Advanced Metals Corporation will hold 20% stake in Maruwn Corporation. The transaction is subject to recommendation of merger agreement by the board of Maruwn Corporation, minimum tender and antitrust approval.
공시 • Oct 08SENKO Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
공시 • Sep 09SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of 50.18% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥4.6 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥5.5 billion on August 8, 2025. A cash consideration of ¥5.54 billion valued at ¥340 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥5.54 billion is paid towards common equity of Verite Co., Ltd. The minimum number of shares to be purchased in the Tender Offer has been set at 13,615,600 shares (ownership ratio: 50.18%) and maximum number of shares to be purchased in the Tender Offer at 16,280,645 shares (ownership ratio: 60.00%). The transaction is subject to minimum tender. The expected completion of the transaction is September 8, 2025. Aspasio Co. Ltd. acted as financial advisor Oh-Ebashi LPC & Partners acted as legal advisor to SENKO Group Holdings Co., Ltd. whereas Otemachi M&A Advisory Co., Ltd. acted as financial advisor and Southgate Law Office acted as legal advisor to Verite Co., Ltd. SENKO Group Holdings Co., Ltd. (TSE:9069) completed the acquisition of 50.18% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥4.6 billion on September 8, 2025.
공시 • Aug 08SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co.Ltd and others for ¥5.5 billion.SENKO Group Holdings Co., Ltd. (TSE:9069) proposed to acquire 60% stake in Verite Co., Ltd. (TSE:9904) from Jewel Source Japan Holdings Co. Ltd and others for ¥5.5 billion on August 8, 2025. A cash consideration of ¥5.54 billion valued at ¥340 per share will be paid by SENKO Group Holdings Co., Ltd. As part of consideration, ¥5.54 billion is paid towards common equity of Verite Co., Ltd. The transaction is subject to minimum tender. The expected completion of the transaction is September 8, 2025.
공시 • Jul 03+ 1 more updateSENKO Group Holdings Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • May 12+ 2 more updatesSENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2025.
공시 • Apr 08SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Feb 28SENKO Group Holdings Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2025SENKO Group Holdings Co., Ltd. provided year end dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expected year end dividend of JPY 23 per share compared to JPY 19 per share a year ago.
공시 • Jan 03SENKO Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 14Second quarter 2025 earnings released: EPS: JP¥35.28 (vs JP¥28.59 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.28 (up from JP¥28.59 in 2Q 2024). Revenue: JP¥213.3b (up 12% from 2Q 2024). Net income: JP¥5.32b (up 24% from 2Q 2024). Profit margin: 2.5% (up from 2.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
공시 • Aug 29SENKO Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥34.61 (vs JP¥30.61 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.61 (up from JP¥30.61 in 1Q 2024). Revenue: JP¥200.8b (up 6.6% from 1Q 2024). Net income: JP¥5.17b (up 13% from 1Q 2024). Profit margin: 2.6% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Buy Or Sell Opportunity • Aug 04Now 20% undervaluedOver the last 90 days, the stock has risen 1.5% to €6.80. The fair value is estimated to be €8.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥21.00 announcedShareholders will receive a dividend of JP¥21.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 343%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (dividend approximately 6x free cash flows). The dividend has increased by an average of 10% 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 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 28SENKO Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥106 (vs JP¥103 in FY 2023)Full year 2024 results: EPS: JP¥106 (up from JP¥103 in FY 2023). Revenue: JP¥778.4b (up 12% from FY 2023). Net income: JP¥15.9b (up 3.9% from FY 2023). Profit margin: 2.0% (down from 2.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • May 16+ 1 more updateSENKO Group Holdings Co., Ltd. (TSE:9069) agreed to acquire an unknown stake in Nanasai Co.,Ltd. from Wacoal Holdings Corp. (TSE:3591)SENKO Group Holdings Co., Ltd. (TSE:9069) agreed to acquire an unknown stake in Nanasai Co.,Ltd. from Wacoal Holdings Corp. (TSE:3591) on May 15, 2024.
공시 • May 15SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024.
공시 • Mar 28SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.2%).
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥41.84 (vs JP¥46.70 in 3Q 2023)Third quarter 2024 results: EPS: JP¥41.84 (down from JP¥46.70 in 3Q 2023). Revenue: JP¥203.1b (up 13% from 3Q 2023). Net income: JP¥6.30b (down 9.6% from 3Q 2023). Profit margin: 3.1% (down from 3.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Nov 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 20% 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.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥30.61 (vs JP¥29.29 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.61 (up from JP¥29.29 in 1Q 2023). Revenue: JP¥188.3b (up 14% from 1Q 2023). Net income: JP¥4.57b (up 4.8% from 1Q 2023). Profit margin: 2.4% (down from 2.6% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat.
공시 • Aug 12+ 2 more updatesSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SENKO Group Holdings Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 19.00 per share against JPY 17.00 per share paid a year ago.
공시 • Jun 12+ 2 more updatesSenko Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024SENKO Group Holdings Co., Ltd. provided dividend guidance of JPY 19 per share for the fiscal year ending March 31, 2024.
공시 • May 28+ 2 more updatesSENKO Group Holdings Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥103 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥103. Revenue: JP¥696.3b (up 12% from FY 2022). Net income: JP¥15.3b (flat on FY 2022). Profit margin: 2.2% (down from 2.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Logistics industry in Europe.
공시 • May 12SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥17.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.70 (vs JP¥39.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.70 (up from JP¥39.34 in 3Q 2022). Revenue: JP¥180.5b (up 9.6% from 3Q 2022). Net income: JP¥6.96b (up 22% from 3Q 2022). Profit margin: 3.9% (up from 3.5% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Logistics industry in Europe.
공시 • Feb 10+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenue to be JPY 700,000 million, operating profit to be JPY 26,700 million, profit attributable to owners of parent to be JPY 16,000 million and profit per share to be JPY 107.34.
공시 • Dec 28SENKO Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
공시 • Dec 08+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. for the year, the company expects to pay the divided of JPY 17.00 per share against JPY 17.00 per share a year ago.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥24.28 (vs JP¥22.84 in 2Q 2022)Second quarter 2023 results: EPS: JP¥24.28 (up from JP¥22.84 in 2Q 2022). Revenue: JP¥169.5b (up 11% from 2Q 2022). Net income: JP¥3.62b (up 8.2% from 2Q 2022). Profit margin: 2.1% (in line with 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe.
Board Change • Nov 16Less 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. 6 non-independent directors. Outside Independent Director Fumiko Okuno was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).
공시 • Sep 01+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2022 and Fiscal Year Ending March 31, 2023SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2022 and fiscal year ending March 31, 2023. For the first half ending September 30, 2022, the company expects Operating revenue of JPY 337,000 million, Operating profit of JPY 12,500 million, Profit attributable to owners of parent of JPY 7,500 million and Profit per share of JPY 50.35.For the fiscal year ending March 31, 2023, the company expects Operating revenue of JPY 700,000 million, Operating profit of JPY 26,700 million, Profit attributable to owners of parent of JPY 16,000 million and Profit per share of JPY 107.41.
공시 • Aug 28SENKO Group Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: JP¥29.29 (vs JP¥24.34 in 1Q 2022)First quarter 2023 results: EPS: JP¥29.29 (up from JP¥24.34 in 1Q 2022). Revenue: JP¥165.3b (up 12% from 1Q 2022). Net income: JP¥4.36b (up 21% from 1Q 2022). Profit margin: 2.6% (up from 2.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 7.3% growth forecast for the industry in Germany.
공시 • Jun 29SENKO Group Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022
공시 • Jun 14+ 2 more updatesSENKO Group Holdings Co., Ltd. Announces Dividend for the Year Ended March 31, 2022, Payable on June 29, 2022SENKO Group Holdings Co., Ltd. announced dividend of JPY 17 per share for the year ended March 31, 2022 compared to JPY 15 per share paid a year ago. The dividend payable on June 29, 2022.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥104 (vs JP¥93.81 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥93.81 in FY 2021). Revenue: JP¥623.1b (up 8.9% from FY 2021). Net income: JP¥15.2b (up 7.0% from FY 2021). Profit margin: 2.4% (down from 2.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.2%, compared to a 11% growth forecast for the industry in Germany.
공시 • May 15SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less 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. 7 non-independent directors. Outside Independent Director Fumiko Okuno was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Buying Opportunity • Mar 31Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.2%. The fair value is estimated to be €8.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 13% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).
공시 • Mar 03+ 1 more updateSENKO Group Holdings Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided dividend guidance for the year ending March 31, 2022. For the period, the company expects a dividend of ¥15.00 per share against ¥15.00 per share paid a year ago.
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥39.34 (up from JP¥38.65 in 3Q 2021). Revenue: JP¥164.7b (up 9.0% from 3Q 2021). Net income: JP¥5.70b (down 3.0% from 3Q 2021). Profit margin: 3.5% (down from 3.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.2%, compared to a 19% growth forecast for the industry in Germany.
공시 • Dec 08SENKO Group Holdings Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expects operating revenue of ¥625,000 million, Operating profit of ¥25,200 million, Profit attributable to owners of the parent of ¥14,800 million or ¥100.42 per share.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥22.84 (vs JP¥21.05 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥152.7b (up 9.0% from 2Q 2021). Net income: JP¥3.35b (up 4.6% from 2Q 2021). Profit margin: 2.2% (down from 2.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 03 December 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).
공시 • Sep 03SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021 and Fiscal Year Ending March 31, 2022SENKO Group Holdings Co., Ltd. provided consolidated earnings guidance for the first half ending September 30, 2021 and fiscal year ending March 31, 2022. For the first half, the company expects operating revenue of JPY 304,000 million, operating profit of JPY 11,100 million, profit attributable to owners of parent of JPY 6,500 million and profit per share of JPY 43.86. For the fiscal year, the company expects operating revenue of JPY 625,000 million, operating profit of JPY 24,600 million, profit attributable to owners of parent of JPY 14,500 million and profit per share of JPY 97.85.
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥24.34 (vs JP¥16.62 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥148.1b (up 11% from 1Q 2021). Net income: JP¥3.61b (up 43% from 1Q 2021). Profit margin: 2.4% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue.
공시 • Aug 13SENKO Group Holdings Co., Ltd. (TSE:9069) announces an Equity Buyback for 3,500,000 shares, representing 2.36% for ¥4,000 million.SENKO Group Holdings Co., Ltd. (TSE:9069) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.36% of its issued share capital (excluding treasury stock), at ¥1,142.86 per share, for ¥4,000 million. The purpose of the program is to to improve capital efficiency and to implement an agile capital policy in response to changes in the business environment. The program will run until August 13, 2021. As of July 31, 2021, the company had 148,307,402 shares in issue (excluding treasury stock) and 4,644,819 shares in treasury.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥93.81 (vs JP¥79.51 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥572.4b (flat on FY 2020). Net income: JP¥14.2b (up 18% from FY 2020). Profit margin: 2.5% (up from 2.1% in FY 2020).
Analyst Estimate Surprise Post Earnings • Feb 10Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.5% compared to a 6.6% decline forecast for the Transportation industry in Germany.
Reported Earnings • Feb 10Third quarter 2021 earnings released: EPS JP¥38.64 (vs JP¥29.27 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥151.2b (up 3.8% from 3Q 2020). Net income: JP¥5.88b (up 32% from 3Q 2020). Profit margin: 3.9% (up from 3.1% in 3Q 2020). The increase in margin was driven by higher revenue.