Board Change • May 20
Less than half of directors are independent There 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. Announcement • May 14
SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026 SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 25, 2026. Announcement • May 09
SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Announcement • Mar 07
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. 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. Announcement • Feb 13
Senko Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 SENKO 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 30
Less than half of directors are independent There 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. Announcement • Dec 05
SENKO 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. Announcement • Nov 14
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. 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. Announcement • Oct 08
SENKO Group Holdings Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025 SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025 Announcement • Sep 09
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. 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. Announcement • Aug 08
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. 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. Announcement • Apr 08
SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025 SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025 Announcement • Feb 28
SENKO Group Holdings Co., Ltd. Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2025 SENKO 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. Announcement • Jan 03
SENKO Group Holdings Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025 SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025 Reported Earnings • Nov 14
Second 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 20
Upcoming dividend of JP¥21.00 per share Eligible 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%). Announcement • Aug 29
SENKO Group Holdings Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024 SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024 Reported Earnings • Aug 13
First 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 04
Now 20% undervalued Over 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 11
Final dividend of JP¥21.00 announced Shareholders 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. Announcement • Jun 28
SENKO Group Holdings Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024 SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 16
Full 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. Announcement • May 15
SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024 SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 26, 2024. Announcement • Mar 28
SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024 SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥19.00 per share Eligible 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 11
Third 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 15
New major risk - Financial position The 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 21
Upcoming dividend of JP¥17.00 per share at 3.3% yield Eligible 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 13
First 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. Reported Earnings • May 16
Full 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. Announcement • May 12
SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023 SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥17.00 per share at 3.6% yield Eligible 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 12
Third 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. Announcement • Dec 28
SENKO Group Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023 SENKO Group Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023 Reported Earnings • Nov 16
Second 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 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 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 22
Upcoming dividend of JP¥17.00 per share Eligible 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%). Announcement • Aug 28
SENKO Group Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022 SENKO Group Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 Reported Earnings • Aug 14
First 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. Announcement • Jun 29
SENKO Group Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 12, 2022 SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 16
Full 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. Announcement • May 15
SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022 SENKO Group Holdings Co., Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 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. Announcement • Apr 08
SENKO Group Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 SENKO Group Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Buying Opportunity • Mar 31
Now 20% undervalued after recent price drop Over 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 23
Upcoming dividend of JP¥15.00 per share Eligible 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%). Reported Earnings • Feb 10
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third 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. Announcement • Dec 08
SENKO Group Holdings Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022 SENKO 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 15
Second 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 22
Upcoming dividend of JP¥15.00 per share Eligible 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%). Announcement • Sep 03
SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021 and Fiscal Year Ending March 31, 2022 SENKO 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 13
First 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. Announcement • Aug 13
SENKO 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 18
Full 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 10
Revenue misses expectations Revenue 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 10
Third 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.