8165
SENSHUKAI CO.,LTD.
株式会社千趣会
Consumer Cyclical · Internet Retail
Senshukai Co., Ltd., together with its subsidiaries, engages in the mail order, corporate, and insurance businesses in Japan. The company conducts mail order sales through catalogs and the Internet. It also operates Belle Maison net, a general online shopping site for various products, including fashion, interior, and Disney goods; Belle Maison catalogs; Belle Maison store; Monthly Club, a shopping style that delivers Belle Maison products on a regular basis; ihana.com, an online shopping site for flowers and gifts; gift catalogues; and TSUNAGU SENSHUKAI, a gift shop. In addition, the company provides Senshukai childcare, which operates nurseries and after-school care centers; Belle Maison life plan design; Belle Maison home staging, business support and sales promotion; and clothes and bedding cleaning services. Further, it provides points accumulation and purchase, insurance, and credit card services. Senshukai Co., Ltd. was incorporated in 1946 and is headquartered in Tokyo, Japan.
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← Companies
⚠ TSE Capital Mandate
P / Book
0.33×
Overview
Filings & Signals
Ownership
Financials
▾ Collapse Charts
Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥42.1B
¥45.6B
¥49.2B
¥58.9B
¥73.1B
Cost of Sales
¥20.7B
¥22.4B
¥24.6B
¥30.9B
¥36.5B
Gross Profit
¥21.3B
¥23.2B
¥24.7B
¥28.1B
¥36.7B
SG&A
¥23.9B
¥27.0B
¥30.2B
¥36.2B
¥36.3B
Operating Income
¥-2.6B
¥-3.7B
¥-5.6B
¥-8.1B
¥349M
Non-Operating Income
¥133M
¥385M
¥554M
¥512M
¥617M
Dividend Income
—
—
—
—
¥31M
Interest Income
—
—
—
—
¥10M
Non-Operating Expenses
¥282M
¥589M
¥676M
¥262M
¥446M
Interest Expense
¥83M
¥52M
¥45M
¥46M
¥77M
Ordinary Income
¥-2.7B
¥-4.0B
¥-5.7B
¥-7.9B
¥520M
Pre-tax Income
¥4.0B
¥-3.7B
¥-4.8B
¥-10.8B
¥399M
Income Taxes
¥59M
¥2M
¥11M
¥136M
¥90M
Current Tax
¥27M
¥42M
¥40M
¥33M
¥45M
Deferred Tax
¥32M
¥-40M
¥-28M
¥103M
¥45M
Net Income (owners)
¥3.9B
¥-3.7B
¥-4.8B
¥-11.0B
¥308M
Minority Interest
¥0M
¥-12M
¥-14M
¥-11M
—
Comprehensive Income
¥3.9B
¥-3.8B
¥-4.7B
¥-11.0B
¥736M
EBITDA
¥-2.0B
¥-3.0B
¥-4.8B
¥-6.8B
¥1.4B
Goodwill Amort. (J-GAAP)
—
—
—
—
¥44M
EPS
¥84.23
¥-78.22
¥-102.19
¥-234.24
¥6.64
Shares Outstanding
46.8M
46.8M
46.8M
46.8M
46.9M
Shares Issued (total)
52.1M
52.1M
52.1M
52.1M
52.1M
Treasury Shares
5.3M
5.3M
5.3M
5.2M
5.2M
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥26.1B
¥25.8B
¥31.8B
¥38.9B
¥52.5B
Current Assets
¥17.6B
¥14.1B
¥18.9B
¥24.6B
¥34.5B
Cash & Deposits
¥6.9B
¥2.7B
¥6.5B
¥9.3B
¥15.7B
Trade Receivables
¥965M
¥1.1B
¥1.2B
¥1.7B
—
Non-Current Assets
¥8.6B
¥11.7B
¥12.9B
¥14.3B
¥18.0B
PP&E
¥7.1B
¥9.1B
¥9.2B
¥9.3B
¥10.0B
Intangible Assets
¥350M
¥703M
¥1.1B
¥1.5B
¥4.2B
Investment Securities
¥342M
¥1.1B
¥1.7B
¥2.4B
¥2.5B
Deferred Tax Assets
¥40M
¥32M
¥29M
¥10M
¥16M
Total Liabilities
¥9.1B
¥12.3B
¥14.5B
¥16.9B
¥19.3B
Current Liabilities
¥8.8B
¥10.1B
¥11.3B
¥13.1B
¥16.0B
ST Debt
¥200M
¥620M
¥620M
¥620M
¥550M
Taxes Payable
¥20M
¥21M
¥32M
¥19M
¥22M
Non-Current Liabilities
¥306M
¥2.2B
¥3.2B
¥3.8B
¥3.3B
Total LT Borrowings
¥100M
¥2.1B
¥2.7B
¥3.3B
¥3.0B
Pension Obligations
¥6M
¥5M
¥5M
¥6M
¥6M
Deferred Tax Liab.
—
¥14M
¥163M
¥144M
¥60M
Total Equity
¥17.0B
¥13.4B
¥17.3B
¥22.0B
¥33.2B
Capital Stock
¥100M
¥100M
¥100M
¥100M
¥100M
Capital Surplus
¥30.1B
¥30.1B
¥30.1B
¥30.1B
¥30.1B
Retained Earnings
¥-9.3B
¥-12.5B
¥-8.9B
¥-4.1B
¥7.1B
Treasury Stock
¥-3.0B
¥-3.0B
¥-3.0B
¥-3.0B
¥-3.0B
AOCI
¥-894M
¥-1.2B
¥-1.1B
¥-1.1B
¥-1.1B
Equity (owners)
¥17.9B
¥14.7B
¥18.3B
¥23.1B
¥34.3B
Minority Interests
—
¥-7M
¥5M
¥20M
—
Total Interest-Bearing Debt ⓘ
¥300M
¥2.7B
¥3.3B
¥3.9B
¥3.6B
Net Cash ⓘ
¥6.6B
¥-29M
¥3.2B
¥5.4B
¥12.1B
NCAV ⓘ
¥8.4B
¥1.8B
¥4.4B
¥7.7B
¥15.2B
NCAV/Share
¥181
¥38
¥93
¥164
¥324
BV/Share
¥383
¥314
¥392
¥494
¥731
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥-3.1B
¥-3.5B
¥-3.9B
¥-5.9B
¥-317M
Taxes Paid
¥-74M
¥4M
¥-51M
¥96M
¥-222M
Interest Paid
¥-82M
¥-52M
¥-45M
¥-46M
¥-80M
Interest Received
¥5M
¥30M
¥75M
¥67M
¥171M
D&A
¥555M
¥726M
¥734M
¥1.3B
¥981M
Goodwill Amort.
—
—
—
—
¥44M
Investing CF
¥9.9B
¥297M
¥1.8B
¥-706M
¥-603M
CapEx
¥288M
¥297M
¥182M
¥572M
¥458M
Purchase Investments
—
—
—
¥-15M
¥-295M
Proceeds from Invest.
¥281M
¥688M
¥1.5B
¥19M
¥103M
Financing CF
¥-2.5B
¥-710M
¥-722M
¥148M
¥-3.1B
Dividends Paid
¥-71M
¥0M
¥0M
¥-186M
¥-139M
Share Buybacks
—
—
—
—
¥0M
LT Debt Repaid
¥-2.4B
¥-620M
¥-620M
¥-650M
¥-774M
Free Cash Flow
¥-3.4B
¥-3.8B
¥-4.1B
¥-6.4B
¥-775M
Net Change in Cash
¥4.3B
¥-3.8B
¥-2.8B
¥-6.4B
¥-3.9B
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
26.1%
-23.8%
-24.4%
-39.8%
0.9%
ROA
15.2%
-12.7%
-13.5%
-24.0%
0.6%
EPS
¥84.23
¥-78.22
¥-102.19
¥-234.24
¥6.64
DPS
—
—
—
—
¥7.00
BPS
¥364.22
¥287.57
¥369.15
¥469.79
¥708.09
FCF/Share
¥-72
¥-80
¥-87
¥-138
¥-17
NCAV/Share
¥181
¥38
¥93
¥164
¥324
Payout Ratio
—
—
—
—
105.4%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 4
Date Activist Stake Event Flag Demands Source
2024-10-07
SMBC Nikko Securities Inc.
3.8%
-2.66%
change
Passive
—
2024-01-22
Nomura Securities Co.,Ltd.
3.92%
-1.14%
change
Passive
—
2023-12-07
Nomura Securities Co.,Ltd.
5.06%
initial_5pct
Passive
—
2023-09-25
SMBC Nikko Securities Inc.
6.46%
change
Passive
—
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 0
#
Shareholder
Shares (thou.)
% of Total
1
東日本旅客鉄道株式会社
5,714
12.22%
2
株式会社ブレストシーブ
3,650
7.80%
3
日本マスタートラスト 信託銀行株式会社(信託口)
3,383
7.23%
4
株式会社三井住友銀行
1,665
3.56%
5
日本生命保険相互会社
790
1.69%
6
有限会社左右山
592
1.27%
7
公益財団法人千趣留学生奨学財団
350
0.75%
8
佐川急便株式会社
350
0.75%
9
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行 (信託口)
323
0.69%
10
千趣会グループ従業員持株会
304
0.65%
Domestic Nominees
0.7%
-1.2% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
35.9%
-2.3% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
東日本旅客鉄道
12.21%
12.22%
12.22%
式会社ブレストシーブ
7.80%
7.80%
7.80%
日本マスタートラスト 信託銀行
6.58%
7.16%
7.23%
+0.07%
三井住友銀行
3.56%
3.56%
3.56%
日本生命保険
1.69%
1.69%
1.69%
限会社左右山
↑
1.27%
1.27%
1.27%
公益財団法人千趣留学生奨学財団
↑
—
0.75%
0.75%
佐川急便
NEW ENTRY
—
—
—
0.75%
NEW
日本カストディ銀行
—
1.91%
0.69%
-1.22%
千趣会グループ従業員持株会
NEW ENTRY
—
—
—
0.65%
NEW
TOPPAN
last seen 2024
Exited Top 10
3.93%
2.19%
—
三菱UFJ銀行
last seen 2024
Exited Top 10
1.61%
1.61%
—
野村證券
last seen 2023
Exited Top 10
1.69%
—
—
三井住友信託銀行
last seen 2023
Exited Top 10
1.51%
—
—
Concentration (HHI)
ⓘ
294
290
282
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥0M
-100% since 2023
Holdings
0
1 exited
Trend
Stable
vs 2023
Held Company
FY2024
¥0M total
FY2023
¥570M total
Book Val ¥M
Shares
Book Val ¥M
Shares
TOPPAN Holdings Inc.
TOPPANホールディングス㈱
—
−100%
Exit
—
570
145,000
Portfolio total
0
570
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding