View ValuationSankyu 향후 성장Future 기준 점검 1/6Sankyu (는) 각각 연간 4% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.5% 로 예상됩니다.핵심 정보4.0%이익 성장률8.05%EPS 성장률Logistics 이익 성장17.1%매출 성장률2.9%향후 자기자본이익률12.53%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥614 (vs JP¥571 in FY 2025)Full year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue is forecast to grow 2.9% 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 17% per year whereas the company’s share price has increased by 15% per year.공시 • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026공시 • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026공시 • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025공시 • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025공시 • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.공시 • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.공시 • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025공시 • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).공시 • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to €26.20. The fair value is estimated to be €21.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.Buy Or Sell Opportunity • Jul 13Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to €30.60. The fair value is estimated to be €25.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥429 (vs JP¥427 in FY 2023)Full year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe.공시 • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.공시 • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024공시 • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (3.2%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.공시 • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).공시 • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.공시 • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥427 (vs JP¥382 in FY 2022)Full year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.0% 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 remained flat.공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.공시 • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in Europe.Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공시 • Sep 28Sankyu Inc. to Report Q2, 2023 Results on Oct 31, 2022Sankyu Inc. announced that they will report Q2, 2023 results on Oct 31, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공시 • Jun 01Sankyu Inc. to Report Q1, 2023 Results on Jul 29, 2022Sankyu Inc. announced that they will report Q1, 2023 results on Jul 29, 2022공시 • May 12Sankyu Inc., Annual General Meeting, Jun 24, 2022Sankyu Inc., Annual General Meeting, Jun 24, 2022.Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥382 (vs JP¥389 in FY 2021)Full year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Sankyu Inc. to Report Fiscal Year 2022 Results on May 10, 2022Sankyu Inc. announced that they will report fiscal year 2022 results on May 10, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 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: 2.8%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).Reported Earnings • Jan 29Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% 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 5.0%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 2,500,000 shares, representing 4.13% for ¥10,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.13% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to strengthen shareholder returns and implement flexible capital policies in response to changes in business conditions. The share repurchase program will run until October 29, 2021. As of March 31, 2021, the company had 60,500,837 shares outstanding (excluding treasury shares) and 4,714,769 shares in treasury.Upcoming Dividend • Mar 24Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (6.0%).Is New 90 Day High Low • Mar 02New 90-day high: €34.40The company is up 12% from its price of €30.80 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.79 per share.Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 179% growth forecast for the Transportation industry in Germany.Is New 90 Day High Low • Feb 08New 90-day high: €34.20The company is up 8.0% from its price of €31.80 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.74 per share.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 03Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 2.7% compared to a 6.6% decline forecast for the Transportation industry in Germany.공시 • Jan 07Sankyu Inc. to Report Q3, 2021 Results on Jan 29, 2021Sankyu Inc. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Dec 23New 90-day low: €29.00The company is down 16% from its price of €34.40 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.52 per share.Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥103The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: JP¥132.1b (down 8.2% from 2Q 2020). Net income: JP¥6.26b (down 1.7% from 2Q 2020). Profit margin: 4.7% (up from 4.4% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 6.2% decline forecast for the Transportation industry in Germany.Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue beats expectationsSemi-annual revenue exceeded analyst estimates by 1.9% at JP¥269.6b. Revenue is forecast to stay flat over the next year, compared to a 8.5% decline forecast for the Transportation industry in Germany.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥23.9b, down 11% from the prior year. Total revenue was JP¥554.1b over the last 12 months, down 3.0% from the prior year.공시 • Sep 06Sankyu Inc. to Report Q2, 2021 Results on Oct 30, 2020Sankyu Inc. announced that they will report Q2, 2021 results on Oct 30, 2020이익 및 매출 성장 예측DB:SNK - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029683,36736,96729,99954,89933/31/2028657,11734,16723,22345,14163/31/2027650,88033,50016,90048,98953/31/2026631,57331,50532,95551,993N/A12/31/2025623,48832,068N/AN/AN/A9/30/2025623,23231,02326,58453,012N/A6/30/2025617,72531,390N/AN/AN/A3/31/2025606,79130,74719,10043,532N/A12/31/2024597,30928,129N/AN/AN/A9/30/2024585,47026,1506,83324,586N/A6/30/2024569,05224,248N/AN/AN/A3/31/2024563,54724,3796,91321,731N/A12/31/2023564,58923,370N/AN/AN/A9/30/2023567,10822,5382,62617,243N/A6/30/2023575,02424,681N/AN/AN/A3/31/2023579,22624,95917,19933,277N/A12/31/2022578,92125,734N/AN/AN/A9/30/2022569,46824,49632,40447,066N/A6/30/2022558,65023,165N/AN/AN/A3/31/2022553,83122,63628,25443,692N/A12/31/2021544,68022,196N/AN/AN/A9/30/2021537,97624,539-8,82210,397N/A6/30/2021533,28424,308N/AN/AN/A3/31/2021533,87023,5406,22125,043N/A12/31/2020543,08824,638N/AN/AN/A9/30/2020554,14623,91232,79048,255N/A6/30/2020565,86624,022N/AN/AN/A3/31/2020569,46125,61910,03222,317N/A12/31/2019571,87226,131N/AN/AN/A9/30/2019571,32126,942N/A33,610N/A6/30/2019571,85127,007N/AN/AN/A3/31/2019572,51627,470N/A49,587N/A12/31/2018565,55124,296N/AN/AN/A9/30/2018558,58522,815N/A40,084N/A6/30/2018546,27421,049N/AN/AN/A3/31/2018531,95619,402N/A22,759N/A12/31/2017521,82819,653N/AN/AN/A9/30/2017515,05319,193N/A27,070N/A6/30/2017511,97519,260N/AN/AN/A3/31/2017510,02718,208N/A37,990N/A12/31/2016512,12018,501N/AN/AN/A9/30/2016505,41016,075N/A23,087N/A6/30/2016497,33114,917N/AN/AN/A3/31/2016489,44112,911N/A7,078N/A12/31/2015486,51011,805N/AN/AN/A9/30/2015483,87311,721N/A31,182N/A6/30/2015483,58510,449N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SNK 의 연간 예상 수익 증가율(4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: SNK 의 연간 수익(4%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: SNK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SNK 의 수익(연간 2.9%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SNK 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SNK의 자본 수익률은 3년 후 12.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 09:31종가2026/05/22 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 소스Sankyu Inc.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryota HimenoBarclaysYasuhito TsuchiyaBofA Global ResearchRyota HimenoCitigroup Inc9명의 분석가 더 보기
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥614 (vs JP¥571 in FY 2025)Full year 2026 results: EPS: JP¥614 (up from JP¥571 in FY 2025). Revenue: JP¥631.6b (up 4.1% from FY 2025). Net income: JP¥31.5b (up 2.5% from FY 2025). Profit margin: 5.0% (in line with FY 2025). Revenue is forecast to grow 2.9% 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 17% per year whereas the company’s share price has increased by 15% per year.
공시 • May 15+ 1 more updateSankyu Inc., Annual General Meeting, Jun 25, 2026Sankyu Inc., Annual General Meeting, Jun 25, 2026.
공시 • May 09Sankyu Inc. to Report Fiscal Year 2026 Results on May 14, 2026Sankyu Inc. announced that they will report fiscal year 2026 results on May 14, 2026
공시 • Jan 30Sankyu Inc. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2026Sankyu Inc. provided year end dividend guidance for the Fiscal year ending March 31, 2026. For the period, the company expects year end dividend of JPY 118.00 per share against JPY 130.00 per share paid last year.
공시 • Dec 02Sankyu Inc. to Report Q3, 2026 Results on Jan 30, 2026Sankyu Inc. announced that they will report Q3, 2026 results on Jan 30, 2026
공시 • Sep 03Sankyu Inc. to Report Q2, 2026 Results on Oct 31, 2025Sankyu Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
공시 • Jun 29Sankyu Inc. to Report Q1, 2026 Results on Jul 31, 2025Sankyu Inc. announced that they will report Q1, 2026 results on Jul 31, 2025
공시 • May 13Sankyu Inc. (TSE:9065) announces an Equity Buyback for 5,000,000 shares, representing 9.52% for ¥20,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 9.52% of its total shares outstanding (excluding treasury shares), for a total of ¥20,000 million. The purpose of repurchase program is to enhance corporate value through the optimization of capital structure and strengthening of shareholder returns. The repurchase program is valid till February 27, 2026. As of April 30, 2025, the company had 52,541,459 shares outstanding (excluding treasury shares) and 2,928,798 shares in treasury.
공시 • May 12+ 3 more updatesSankyu Inc., Annual General Meeting, Jun 26, 2025Sankyu Inc., Annual General Meeting, Jun 26, 2025.
공시 • Mar 01Sankyu Inc. to Report Fiscal Year 2025 Results on May 12, 2025Sankyu Inc. announced that they will report fiscal year 2025 results on May 12, 2025
공시 • Dec 04Sankyu Inc. to Report Q3, 2025 Results on Jan 31, 2025Sankyu Inc. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥140 (vs JP¥99.03 in 2Q 2024)Second quarter 2025 results: EPS: JP¥140 (up from JP¥99.03 in 2Q 2024). Revenue: JP¥156.1b (up 12% from 2Q 2024). Net income: JP¥7.58b (up 34% from 2Q 2024). Profit margin: 4.9% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
공시 • Aug 28Sankyu Inc. to Report Q2, 2025 Results on Oct 31, 2024Sankyu Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
Buy Or Sell Opportunity • Aug 06Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to €26.20. The fair value is estimated to be €21.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥102 (vs JP¥99.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥102. Revenue: JP¥143.0b (up 4.0% from 1Q 2024). Net income: JP¥5.65b (down 2.3% from 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe.
Buy Or Sell Opportunity • Jul 13Now 20% overvaluedOver the last 90 days, the stock has fallen 1.9% to €30.60. The fair value is estimated to be €25.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥429 (vs JP¥427 in FY 2023)Full year 2024 results: EPS: JP¥429. Revenue: JP¥563.5b (down 2.7% from FY 2023). Net income: JP¥24.4b (down 2.3% from FY 2023). Profit margin: 4.3% (in line with FY 2023). Revenue is forecast to grow 1.5% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe.
공시 • May 15Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.76% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.76% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is increasing return of profits to shareholders and improving corporate value. The repurchase program is valid till February 28, 2025. As of April 30, 2024, the company had 55,484,475 shares outstanding (excluding treasury shares) and 3,088,294 shares in treasury.
공시 • Mar 28Sankyu Inc. to Report Fiscal Year 2024 Results on May 13, 2024Sankyu Inc. announced that they will report fiscal year 2024 results on May 13, 2024
공시 • Mar 27Sankyu Inc., Annual General Meeting, Jun 26, 2024Sankyu Inc., Annual General Meeting, Jun 26, 2024. Agenda: To approve the amendment to the Articles of Incorporation; and to transact such other business matters.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥84.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 58% but the company is paying out more than the cash it is generating. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (3.2%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥126 (vs JP¥107 in 3Q 2023)Third quarter 2024 results: EPS: JP¥126 (up from JP¥107 in 3Q 2023). Revenue: JP¥144.7b (down 1.7% from 3Q 2023). Net income: JP¥7.07b (up 13% from 3Q 2023). Profit margin: 4.9% (up from 4.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has remained flat.
공시 • Nov 27Sankyu Inc. to Report Q3, 2024 Results on Jan 30, 2024Sankyu Inc. announced that they will report Q3, 2024 results on Jan 30, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥99.03 (vs JP¥134 in 2Q 2023)Second quarter 2024 results: EPS: JP¥99.03 (down from JP¥134 in 2Q 2023). Revenue: JP¥139.7b (down 5.4% from 2Q 2023). Net income: JP¥5.68b (down 27% from 2Q 2023). Profit margin: 4.1% (down from 5.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥84.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.9%).
공시 • Aug 30Sankyu Inc. to Report Q2, 2024 Results on Oct 31, 2023Sankyu Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥99.34 (vs JP¥104 in 1Q 2023)First quarter 2024 results: EPS: JP¥99.34 (down from JP¥104 in 1Q 2023). Revenue: JP¥137.5b (down 3.0% from 1Q 2023). Net income: JP¥5.78b (down 4.6% from 1Q 2023). Profit margin: 4.2% (in line with 1Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, while revenues in the Logistics industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
공시 • May 13Sankyu Inc., Annual General Meeting, Jun 23, 2023Sankyu Inc., Annual General Meeting, Jun 23, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥427 (vs JP¥382 in FY 2022)Full year 2023 results: EPS: JP¥427 (up from JP¥382 in FY 2022). Revenue: JP¥579.2b (up 4.6% from FY 2022). Net income: JP¥25.0b (up 10% from FY 2022). Profit margin: 4.3% (up from 4.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.0% 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 remained flat.
공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 3,750,000 shares, representing 6.41% for ¥15,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 3,750,000 shares, representing 6.41% of its total shares outstanding (excluding treasury shares), for a total of ¥15,000 million. The purpose of repurchase program is to expand the profit returns to shareholders and improve corporate value. The repurchase program is valid till May 10, 2024. As of March 31, 2023, the company had 58,495,025 shares outstanding (excluding treasury shares) and 3,262,953 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.9%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥107 (vs JP¥85.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥107 (up from JP¥85.26 in 3Q 2022). Revenue: JP¥147.3b (up 6.9% from 3Q 2022). Net income: JP¥6.24b (up 25% from 3Q 2022). Profit margin: 4.2% (up from 3.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
공시 • Nov 27Sankyu Inc. to Report Q3, 2023 Results on Jan 30, 2023Sankyu Inc. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Transportation industry in Europe.
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. 1 independent director (8 non-independent directors). Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥134 (vs JP¥109 in 2Q 2022)Second quarter 2023 results: EPS: JP¥134 (up from JP¥109 in 2Q 2022). Revenue: JP¥147.6b (up 7.9% from 2Q 2022). Net income: JP¥7.82b (up 21% from 2Q 2022). Profit margin: 5.3% (up from 4.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공시 • Sep 28Sankyu Inc. to Report Q2, 2023 Results on Oct 31, 2022Sankyu Inc. announced that they will report Q2, 2023 results on Oct 31, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.4%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥104 (vs JP¥91.86 in 1Q 2022)First quarter 2023 results: EPS: JP¥104 (up from JP¥91.86 in 1Q 2022). Revenue: JP¥141.7b (up 3.5% from 1Q 2022). Net income: JP¥6.06b (up 9.6% from 1Q 2022). Profit margin: 4.3% (up from 4.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.2%, compared to a 9.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공시 • Jun 01Sankyu Inc. to Report Q1, 2023 Results on Jul 29, 2022Sankyu Inc. announced that they will report Q1, 2023 results on Jul 29, 2022
공시 • May 12Sankyu Inc., Annual General Meeting, Jun 24, 2022Sankyu Inc., Annual General Meeting, Jun 24, 2022.
Reported Earnings • May 11Full year 2022 earnings released: EPS: JP¥382 (vs JP¥389 in FY 2021)Full year 2022 results: EPS: JP¥382 (down from JP¥389 in FY 2021). Revenue: JP¥553.8b (up 3.7% from FY 2021). Net income: JP¥22.6b (down 3.8% from FY 2021). Profit margin: 4.1% (down from 4.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 8 non-independent directors. Independent External Director Makoto Ogawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Sankyu Inc. to Report Fiscal Year 2022 Results on May 10, 2022Sankyu Inc. announced that they will report fiscal year 2022 results on May 10, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 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: 2.8%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.0%).
Reported Earnings • Jan 29Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥85.25 (down from JP¥121 in 3Q 2021). Revenue: JP¥137.8b (up 5.1% from 3Q 2021). Net income: JP¥5.00b (down 32% from 3Q 2021). Profit margin: 3.6% (down from 5.6% 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 5.0%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥109 (vs JP¥103 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: JP¥136.8b (up 3.6% from 2Q 2021). Net income: JP¥6.49b (up 3.7% from 2Q 2021). Profit margin: 4.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (4.2%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥91.86 (vs JP¥78.76 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥136.9b (flat on 1Q 2021). Net income: JP¥5.53b (up 16% from 1Q 2021). Profit margin: 4.0% (up from 3.5% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥389 (vs JP¥423 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥533.9b (down 6.2% from FY 2020). Net income: JP¥23.5b (down 8.1% from FY 2020). Profit margin: 4.4% (down from 4.5% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • May 11Sankyu Inc. (TSE:9065) announces an Equity Buyback for 2,500,000 shares, representing 4.13% for ¥10,000 million.Sankyu Inc. (TSE:9065) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.13% of its share capital, for ¥10,000 million. The company will repurchase its shares in order to strengthen shareholder returns and implement flexible capital policies in response to changes in business conditions. The share repurchase program will run until October 29, 2021. As of March 31, 2021, the company had 60,500,837 shares outstanding (excluding treasury shares) and 4,714,769 shares in treasury.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (6.0%).
Is New 90 Day High Low • Mar 02New 90-day high: €34.40The company is up 12% from its price of €30.80 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Transportation industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.79 per share.
Reported Earnings • Feb 20Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 2.6%, compared to a 179% growth forecast for the Transportation industry in Germany.
Is New 90 Day High Low • Feb 08New 90-day high: €34.20The company is up 8.0% from its price of €31.80 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.74 per share.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥121 (vs JP¥109 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥131.1b (down 7.8% from 3Q 2020). Net income: JP¥7.34b (up 11% from 3Q 2020). Profit margin: 5.6% (up from 4.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue misses expectationsRevenue missed analyst estimates by 6.0%. Over the next year, revenue is forecast to grow 2.7% compared to a 6.6% decline forecast for the Transportation industry in Germany.
공시 • Jan 07Sankyu Inc. to Report Q3, 2021 Results on Jan 29, 2021Sankyu Inc. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Dec 23New 90-day low: €29.00The company is down 16% from its price of €34.40 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €29.52 per share.
Reported Earnings • Nov 19Second quarter 2021 earnings released: EPS JP¥103The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: JP¥132.1b (down 8.2% from 2Q 2020). Net income: JP¥6.26b (down 1.7% from 2Q 2020). Profit margin: 4.7% (up from 4.4% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 6.2% decline forecast for the Transportation industry in Germany.
Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue beats expectationsSemi-annual revenue exceeded analyst estimates by 1.9% at JP¥269.6b. Revenue is forecast to stay flat over the next year, compared to a 8.5% decline forecast for the Transportation industry in Germany.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥23.9b, down 11% from the prior year. Total revenue was JP¥554.1b over the last 12 months, down 3.0% from the prior year.
공시 • Sep 06Sankyu Inc. to Report Q2, 2021 Results on Oct 30, 2020Sankyu Inc. announced that they will report Q2, 2021 results on Oct 30, 2020