Announcement • Jul 07
SENKO Group Holdings Co., Ltd. to Report Q1, 2027 Results on Aug 12, 2026 SENKO Group Holdings Co., Ltd. announced that they will report Q1, 2027 results on Aug 12, 2026 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. Reported Earnings • May 14
Full year 2026 earnings: EPS misses analyst expectations Full year 2026 results: EPS: JP¥114. Revenue: JP¥899.6b (up 5.3% from FY 2025). Net income: JP¥19.3b (up 3.8% from FY 2025). Profit margin: 2.1% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Japan. 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 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%). 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. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥38.54 (vs JP¥35.91 in 3Q 2025) Third quarter 2026 results: EPS: JP¥38.54 (up from JP¥35.91 in 3Q 2025). Revenue: JP¥236.7b (up 3.9% from 3Q 2025). Net income: JP¥6.57b (up 18% from 3Q 2025). Profit margin: 2.8% (up from 2.5% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 26% per year, which means it is well ahead of earnings. 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. 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. Declared Dividend • Dec 03
First half dividend of JP¥25.00 announced Shareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 2.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% 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 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Nov 27
Now 20% overvalued Over the last 90 days, the stock has fallen 4.3% to JP¥1,935. The fair value is estimated to be JP¥1,608, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥21.68 (vs JP¥35.28 in 2Q 2025) Second quarter 2026 results: EPS: JP¥21.68 (down from JP¥35.28 in 2Q 2025). Revenue: JP¥219.5b (up 2.9% from 2Q 2025). Net income: JP¥3.71b (down 30% from 2Q 2025). Profit margin: 1.7% (down from 2.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. 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 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%). 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. Price Target Changed • Sep 02
Price target increased by 8.0% to JP¥2,026 Up from JP¥1,876, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,020. Stock is up 69% over the past year. The company is forecast to post earnings per share of JP¥131 for next year compared to JP¥119 last year. Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: JP¥29.32 (vs JP¥34.61 in 1Q 2025) First quarter 2026 results: EPS: JP¥29.32 (down from JP¥34.61 in 1Q 2025). Revenue: JP¥217.4b (up 8.3% from 1Q 2025). Net income: JP¥5.01b (down 3.2% from 1Q 2025). Profit margin: 2.3% (down from 2.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 30% per year, which means it is tracking significantly ahead of earnings growth. 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. Declared Dividend • Jul 09
Final dividend increased to JP¥25.00 Dividend of JP¥25.00 is 8.7% higher than last year. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 01
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥119 (up from JP¥106 in FY 2024). Revenue: JP¥854.6b (up 9.8% from FY 2024). Net income: JP¥18.6b (up 17% from FY 2024). Profit margin: 2.2% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 30% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 13
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥119 (up from JP¥106 in FY 2024). Revenue: JP¥854.6b (up 9.8% from FY 2024). Net income: JP¥18.6b (up 17% from FY 2024). Profit margin: 2.2% (up from 2.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 24% per year, which means it is tracking significantly ahead of earnings growth. 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 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥23.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%). 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. Reported Earnings • Feb 15
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: JP¥35.91 (down from JP¥41.84 in 3Q 2024). Revenue: JP¥227.7b (up 12% from 3Q 2024). Net income: JP¥5.58b (down 11% from 3Q 2024). Profit margin: 2.5% (down from 3.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.4%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. 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 15% per year, which means it is tracking significantly ahead of earnings growth. 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 Declared Dividend • Dec 04
First half dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (16% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% 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 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 13
Second quarter 2025 earnings: Revenues and EPS in line with analyst expectations 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 was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. 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 18% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Oct 04
Price target increased by 9.4% to JP¥1,506 Up from JP¥1,376, the current price target is an average from 7 analysts. New target price is 16% above last closing price of JP¥1,299. Stock is up 26% over the past year. The company is forecast to post earnings per share of JP¥129 for next year compared to JP¥106 last year. 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 Japanese dividend payers (3.8%). In line with average of industry peers (3.2%). Buy Or Sell Opportunity • Sep 20
Now 20% undervalued Over the last 90 days, the stock has risen 8.2% to JP¥1,230. The fair value is estimated to be JP¥1,544, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 28% in the next 2 years. 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 6.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year. Declared Dividend • Jul 11
Final dividend increased to JP¥21.00 Dividend of JP¥21.00 is 11% higher than last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. 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 Announcement • May 16
SENKO 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. Reported Earnings • May 16
Full year 2024 earnings: EPS misses analyst expectations 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.4%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year. Announcement • May 16
Senko Group Responses Rumors to Acquire Logistics Subsidiary from Mitsubishi Electric SENKO Group Holdings Co., Ltd. (TSE:9069) said not considering purchasing Mitsubishi Logistics Corporation (TSE:9301) at this moment, in response to media report it plans to acquire the logistic subsidiary from Mitsubishi Electric Corporation (TSE:6503). 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. Price Target Changed • Apr 03
Price target increased by 7.5% to JP¥1,306 Up from JP¥1,215, the current price target is an average from 7 analysts. New target price is 13% above last closing price of JP¥1,158. Stock is up 24% over the past year. The company is forecast to post earnings per share of JP¥115 for next year compared to JP¥103 last year. 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%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.9%). Reported Earnings • Feb 10
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 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 2% per year. Reported Earnings • Nov 15
Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2024 results: EPS: JP¥28.59 (up from JP¥24.29 in 2Q 2023). Revenue: JP¥191.3b (up 13% from 2Q 2023). Net income: JP¥4.29b (up 18% from 2Q 2023). Profit margin: 2.2% (in line with 2Q 2023). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 7.6%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. 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%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%). Reported Earnings • Aug 12
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, compared to a 2.2% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 16
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind 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 exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 1.2% growth forecast for the Logistics industry in Japan. 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%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%). Reported Earnings • Feb 12
Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind 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 missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 26%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Feb 10
SENKO Group Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023 SENKO 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. 
