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5834 SBIリーシングサービス株式会社

Rental & Leasing Services · Growth

PRICE: ¥2,377 · MKT CAP: ¥37.5B · P/E: 6.2x · P/B: 1.32x · DIV YIELD: 3.6%

PRICE — 5Y

Characteristics & Business Summary

SBI Leasing Services Co., Ltd. engages in the arrangement and selling of investment funds in the operating lease business primarily focused on aircraft and ships. It operates through three segments: Aircraft Business, General Aviation Business, and Principal...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Net Sales	39,572	54,146	41,916	64,257	66,000
Operating Profit	4,025	5,310	6,728	9,730	10,400
Ordinary Profit	3,532	4,944	6,084	8,681	—
Net Profit	2,443	3,447	4,388	6,051	6,100
EPS	¥314	¥443	¥557	¥384	—
DPS	¥10	¥100	¥170	¥50	—

Balance Sheet & Valuation Highlights

Total Assets ¥112B

Net Assets (Equity) ¥29B

Equity Ratio 25.5%

ROE (Return on Equity) 20.5%

Cash & Equivalents ¥7B

Interest-Bearing Debt ¥69B

Capital Expenditure (CapEx) ¥0B

Depreciation & Amort. ¥1B

Major Shareholders

1. ＳＢＩノンバンクホールディングス株式会社 62.6%
2. Japan Securities Finance Co., Ltd. 3.2%
3. NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN(CASHPB) （常任代理人野村證券株式会社） 2.1%
4. 株式会社オートパンサー 2.1%
5. 大田宜明 1.9%
6. Rakuten Securities, Inc. 1.2%
7. 東京短資株式会社 1.0%
8. Nomura Securities Co., Ltd. 1.0%
9. Matsui Securities Co., Ltd. 0.9%
10. BNY Mellon (Nominee) 0.9%

Activist Activity

SBI Non-Bank Holdings Co., Ltd. 62.25%

2026-04-10 · correction

SBI Non-Bank Holdings Co., Ltd. 62.25%

2026-04-08 · initial_5pct

SBI Holdings, Inc. 63.45%

2024-03-19 · change

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues per share	¥5,088	¥6,963	¥5,320	¥4,078	¥4,188
FCF/Share	¥-581	¥-3,428	¥-3,365	¥-0	—
EPS	¥314	¥443	¥557	¥384	—
DPS	¥10	¥100	¥170	¥50	—
Capital Spending per share	¥1,058	¥0	¥0	¥1	—
Book Value per share	¥2,283	¥2,716	¥3,169	¥1,871	—
Common Shares Outstanding	8M	8M	8M	16M	16M

Financial Aggregates & Margins

Financial Aggregate	FY 2022	FY 2023	FY 2024	FY 2025	Forecast
Revenues (Net Sales)	¥40B	¥54B	¥42B	¥64B	¥66B
Operating Margin (%)	10.2%	9.8%	16.1%	15.1%	15.8%
Net Profit (owners)	¥2B	¥3B	¥4B	¥6B	¥6B
Net Profit Margin (%)	6.2%	6.4%	10.5%	9.4%	9.2%
Working Capital	¥7B	¥10B	¥14B	¥17B	—
Total Debt (Interest-bearing)	¥23B	¥47B	¥69B	¥69B	—
Net Worth (Common Equity)	¥18B	¥21B	¥25B	¥29B	—
Return on Total Assets (ROA)	5.1%	4.6%	4.1%	5.4%	—
Return on Common Equity (ROE)	13.8%	16.3%	17.6%	20.5%	—

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.