9069
SENKO Group Holdings Co.,Ltd.
センコーグループホールディングス株式会社
Land Transportation
SENKO Group Holdings Co., Ltd., together with its subsidiaries, operates as a logistics company worldwide. It operates through Logistics; Commercial and Trading, Life Support; Business support; and Product businesses segments. The company engages in trucking, rail transport, marine transport, and international transport handling, warehousing business; and packaging and transportation of raw materials and products. It is also involved in oil, and commercial sales; paper products and daily necessities sales; and trading business. Additionally, the company offers living support, such as general wholesale and retail store business; nursing care business; elderly care facility management business; and sports facility management, etc. In addition, it provides information processing outsourcing, outsourcing of administrative processing, and call center business. Further, the company engages in manufacture and sales of food, storage, transportation, medical, and other containers, as well as offers packaging films and sheets. The company was formerly known as Senko Co., Ltd. and changed its name to SENKO Group Holdings Co., Ltd. in April 2017. SENKO Group Holdings Co., Ltd. was founded in 1916 and is headquartered in Tokyo, Japan.
Price
¥1,906
Market Cap
¥334.1B
Ent. Value
¥572.9B
Net Debt
−¥238.8B
Shares Out.
175.2M
P / E
16.8×
EV / EBIT
15.5×
P / Book
1.40×
P / NCAV
N/M
Div. Yield
1.31%
Financials
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥822.0B | ¥718.7B | ¥685.1B | ¥581.9B | ¥480.5B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥269.4B | ¥229.2B | ¥239.9B | ¥201.8B | ¥171.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥94.0B | ¥70.3B | ¥81.6B | ¥58.6B | ¥45.1B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥552.5B | ¥489.4B | ¥445.3B | ¥380.1B | ¥309.5B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥405.8B | ¥362.5B | ¥330.8B | ¥290.6B | ¥231.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Goodwill | — | ¥22.1B | ¥24.1B | ¥11.7B | ¥12.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | — | ¥38.3B | ¥38.4B | ¥25.3B | ¥23.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Investment Securities | ¥33.8B | ¥27.0B | ¥22.3B | ¥20.2B | ¥18.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | — | ¥6.2B | ¥5.9B | ¥5.6B | ¥5.1B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥557.8B | ¥475.5B | ¥480.9B | ¥402.7B | ¥319.8B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥189.4B | ¥184.7B | ¥216.2B | ¥165.4B | ¥137.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | ¥41.4B | ¥42.3B | ¥53.4B | ¥40.5B | ¥36.3B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Taxes Payable | — | ¥8.9B | ¥7.7B | ¥5.1B | ¥5.1B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥368.4B | ¥290.8B | ¥264.8B | ¥237.4B | ¥182.2B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | ¥291.5B | ¥224.5B | ¥201.7B | ¥164.3B | ¥126.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Pension Obligations | — | ¥9.3B | ¥8.7B | ¥8.5B | ¥7.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Liab. | — | ¥11.8B | ¥10.7B | ¥8.0B | ¥5.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥264.2B | ¥243.2B | ¥204.2B | ¥179.1B | ¥160.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Stock | — | ¥39.5B | ¥28.5B | ¥28.5B | ¥28.5B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | — | ¥41.1B | ¥31.3B | ¥31.3B | ¥31.5B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥133.9B | ¥123.1B | ¥112.3B | ¥102.0B | ¥91.7B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | — | ¥-5.0B | ¥-7.4B | ¥-7.7B | ¥-8.2B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | — | ¥18.4B | ¥14.5B | ¥6.4B | ¥3.2B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥201.6B | ¥198.6B | ¥164.7B | ¥154.1B | ¥143.6B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | — | ¥25.8B | ¥24.6B | ¥18.2B | ¥13.5B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | ¥332.8B | ¥266.8B | ¥255.2B | ¥204.8B | ¥163.1B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥-238.8B | ¥-196.5B | ¥-173.5B | ¥-146.3B | ¥-118.0B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥-288.4B | ¥-246.3B | ¥-241.1B | ¥-201.0B | ¥-148.8B | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | — | ¥-1,406 | ¥-1,552 | ¥-1,296 | ¥-994 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | — | ¥1,134 | ¥1,060 | ¥993 | ¥960 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|---|
| Operating CF | ¥61.1B | ¥44.7B | ¥51.2B | ¥47.7B | ¥31.9B |
| Interest Paid | — | ¥-3.2B | ¥-2.3B | ¥-1.7B | ¥-1.2B |
| Interest Received | — | ¥795M | ¥842M | ¥936M | ¥377M |
| D&A | ¥32.5B | ¥30.1B | ¥26.4B | ¥22.4B | ¥19.8B |
| Goodwill Amort. | — | ¥2.7B | ¥1.6B | ¥1.3B | ¥1.1B |
| Investing CF | ¥-61.9B | ¥-58.0B | ¥-62.5B | ¥-52.3B | ¥-46.1B |
| CapEx | ¥42.8B | ¥52.9B | ¥48.7B | ¥34.6B | ¥30.3B |
| Purchase Investments | — | ¥-422M | ¥-721M | ¥-1.7B | — |
| Financing CF | ¥21.2B | ¥454M | ¥33.2B | ¥17.7B | ¥5.8B |
| Dividends Paid | — | ¥-6.5B | ¥-5.6B | ¥-5.1B | ¥-4.7B |
| Share Buybacks | — | ¥-406M | ¥-1.4B | ¥0M | ¥-3.6B |
| LT Debt Repaid | — | ¥-15.0B | ¥-14.9B | ¥-13.4B | ¥-4.0B |
| Free Cash Flow | ¥18.3B | ¥-8.1B | ¥2.5B | ¥13.1B | ¥1.6B |
| Net Change in Cash | — | ¥-12.0B | ¥23.1B | ¥14.0B | ¥-8.2B |
| Metric |
FY 2025
TDnet |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|---|
| ROE | 7.6% | 9.4% | 9.4% | 10.0% | 10.8% |
| ROA | 2.5% | 2.7% | 2.5% | 2.9% | 3.2% |
| EPS | ¥113.68 | ¥118.90 | ¥106.25 | ¥102.90 | ¥104.09 |
| DPS | ¥25.00 | ¥46.00 | ¥38.00 | ¥34.00 | ¥34.00 |
| BPS | ¥1,357.32 | ¥1,271.24 | ¥1,197.13 | ¥1,075.69 | ¥985.67 |
| FCF/Share | — | ¥-46 | ¥16 | ¥85 | ¥11 |
| NCAV/Share | — | ¥-1,406 | ¥-1,552 | ¥-1,296 | ¥-994 |
| Payout Ratio | 22.0% | 38.7% | 35.8% | 33.0% | 32.7% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 23
| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
The Master Trust Bank of Japan, Ltd. (Trust Account)
日本マスタートラスト信託銀行株式会社（信託口）
|
20,193 | 11.52% |
| 2 |
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行（信託口）
|
14,129 | 8.06% |
| 3 |
Asahi Kasei Corporation
旭化成株式会社
|
11,676 | 6.66% |
| 4 |
Employee Stock Ownership Plan
センコーグループ従業員持株会
|
8,279 | 4.72% |
| 5 | ＪＰモルガン証券株式会社 | 4,753 | 2.71% |
| 6 |
ISUZU MOTORS LIMITED
いすゞ自動車株式会社
|
4,039 | 2.31% |
| 7 |
Sekisui Chemical Co.,Ltd.
積水化学工業株式会社
|
3,393 | 1.94% |
| 8 | モルガン・スタンレーＭＵＦＧ証券株式会社 | 3,050 | 1.74% |
| 9 | 東京海上日動火災保険株式会社 | 2,752 | 1.57% |
| 10 | GOLDMAN SACHS INTERNATIONAL （常任代理人 ゴールドマン・サックス証券株式会社） | 2,669 | 1.52% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
19.6%
-4.6% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
-10.5% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
23.2%
+5.7% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 42.8% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Japan Master Trust Bank 日本マスタートラスト信託銀行 | 13.02% | 12.08% | 11.52% -0.56% | |
| Japan Custody Bank 日本カストディ銀行 | 11.63% | 12.14% | 8.06% -4.08% | |
| Asahi Kasei Corporation 旭化成 | 7.53% | 7.52% | 6.66% -0.86% | |
| Employee Stock Ownership Plan センコーグループ従業員持株会 | 4.91% | 5.18% | 4.72% -0.46% | |
| ＪＰモルガン証券 NEW ENTRY | — | — | — | 2.71% NEW |
| ISUZU MOTORS LIMITED いすゞ自動車 | 2.60% | 2.60% | 2.31% -0.29% | |
| Sekisui Chemical Co.,Ltd. 積水化学工業 | 2.19% | 2.18% | 1.94% -0.24% | |
| Morgan Stanley NEW ENTRY | — | — | — | 1.74% NEW |
| 東京海上日動火災保険 NEW ENTRY | — | — | — | 1.57% NEW |
| Goldman Sachs NEW ENTRY | — | — | — | 1.52% NEW |
| State Street last seen 2024 | Exited Top 10 | 3.59% | 4.05% | — |
| BNY Mellon last seen 2024 | Exited Top 10 | — | 2.25% | — |
| Northern Trust last seen 2024 | Exited Top 10 | — | 2.13% | — |
| JP Morgan last seen 2024 | Exited Top 10 | 2.62% | 2.11% | — |
| 三菱ＵＦＪ信託銀行 last seen 2023 | Exited Top 10 | 2.62% | — | — |
| あいおいニッセイ同和損害保険 last seen 2023 | Exited Top 10 | 2.04% | — | — |
| Concentration (HHI) ⓘ | 428 | 419 | 289 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥4,518M
+23% since 2023
Holdings
48
+2 new
6 exited
Trend
1 unwinding
vs 2023
| Held Company | FY2025 ¥4,518M total | FY2023 ¥3,662M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
ISUZU MOTORS LIMITED
いすゞ自動車㈱
|
751 |
372,500
|
588 | 372,500 | M |
|
Riken Vitamin Co., Ltd.
理研ビタミン㈱
|
719 |
297,600
|
572 | 297,600 | M |
|
Chuo Automotive Industries Co., Ltd.
中央自動車工業㈱
|
506 |
100,000
|
263 | 100,000 | M |
|
Pan Pacific International Holdings Corporation
㈱パン・パシフィック・インターナショナルホールディングス
|
392 |
96,000
|
245 | 96,000 | |
|
OLYMPUS CORPORATION
オリンパス㈱
|
389 |
200,000
|
463 | 200,000 | |
|
Asahi Kasei Corporation
旭化成㈱
|
336 |
321,000
|
297 | 321,000 | M |
|
AEON Financial Service Co.,Ltd.
イオンフィナンシャルサービス㈱
|
312 |
237,000
|
292 | 237,000 | |
|
AEON Co.,Ltd.
イオン㈱
|
165 |
+5.3%
↑
44,049
|
107 | 41,825 | |
|
CHORI CO.,LTD.
蝶理㈱
|
150 |
50,000
|
125 | 50,000 | |
|
TOYOTA INDUSTRIES CORPORATION
㈱豊田自動織機
|
127 |
10,000
|
73 | 10,000 | M |
|
Maru Un Co., Ltd.
㈱丸運
|
99 |
+129.0%
↑
229,000
|
22 | 100,000 | M |
|
NORITZ CORPORATION
㈱ノーリツ
|
92 |
NEW
New
52,609
|
— | ||
|
IMURAYA GROUP CO., LTD.
井村屋グループ㈱
|
60 |
25,000
|
55 | 25,000 | |
|
seiren co.,ltd.
セーレン㈱
|
53 |
+4.7%
↑
21,835
|
48 | 20,855 | |
|
OKAMOTO INDUSTRIES,INC.
オカモト㈱
|
51 |
+9.7%
↑
10,134
|
36 | 9,236 | |
|
Mitsui & Co., Ltd.
三井物産㈱
|
49 |
+100.0%
↑
17,798
|
36 | 8,899 | |
|
DAITO TRUST CONSTRUCTION CO.,LTD.
大東建託㈱
|
45 |
3,000
|
39 | 3,000 | |
|
ORIX CORPORATION
オリックス㈱
|
40 |
-50.0%
↓
13,000
|
56 | 26,000 | M |
|
The Miyazaki Bank,Ltd.
㈱宮崎銀行
|
33 |
10,100
|
23 | 10,100 | M |
|
ENCHO CO.,LTD.
㈱エンチョー
|
26 |
+2.5%
↑
31,778
|
31 | 31,017 | |
|
Hokuetsu Corporation
北越コーポレーション㈱
|
24 |
+14.3%
↑
20,027
|
15 | 17,522 | |
|
ZEON CORPORATION
日本ゼオン㈱
|
18 |
+13.9%
↑
12,677
|
15 | 11,129 | |
|
Okayamaken Freight Transportation Co.,Ltd
岡山県貨物運送㈱
|
17 |
5,000
|
13 | 5,000 | M |
|
螟ｧ譛ｨ繝倥Ν繧ｹ繧ｱ繧｢繝帙�ｼ繝ｫ繝�繧｣繝ｳ繧ｰ繧ｹ譬ｪ蠑丈ｼ夂､ｾ
大木ヘルスケアホールディングス㈱
|
16 |
+10.5%
↑
20,477
|
15 | 18,524 | |
|
Mitsubishi HC Capital Inc.
三菱ＨＣキャピタル㈱
|
10 |
10,000
|
6 | 10,000 | M |
|
Mr Max Holdings Ltd.
㈱ミスターマックス・ホールディングス
|
8 |
+15.8%
↑
13,136
|
7 | 11,340 | |
|
FELISSIMO CORPORATION
㈱フェリシモ
|
8 |
11,500
|
11 | 11,500 | |
|
Tokio Marine Holdings, Inc.
東京海上ホールディングス㈱
|
8 |
1,500
|
3 | 1,500 | |
|
WELCIA HOLDINGS CO., LTD.
ウエルシアホールディングス㈱
|
4 |
+96.7%
↑
2,162
|
3 | 1,099 | |
|
Sekisui House,Ltd.
積水ハウス㈱
|
3 |
1,000
|
2 | 1,000 | M |
|
Sumitomo Rubber Industries, Ltd.
住友ゴム工業㈱
|
2 |
1,400
|
1 | 1,400 | M |
|
Sekisui Chemical Co.,Ltd.
積水化学工業㈱
|
2 |
1,000
|
1 | 1,000 | M |
|
Sekisui Jushi Corporation
積水樹脂㈱
|
1 |
1,000
|
2 | 1,000 | |
| 日本電信電話㈱ | 1 |
+2400.0%
↑
10,000
|
1 | 400 | |
|
Tonami Holdings Co.,Ltd.
トナミホールディングス㈱
|
1 |
NEW
New
100
|
— | M | |
|
Nisshin Oillio Group Co., Ltd.
日清オイリオグループ㈱
|
— | — | |||
|
THE HANSHIN DIESEL WORKS, LTD
阪神内燃機工業㈱
|
— | — | |||
|
Nichia Steel Industry Co., Ltd.
日亜鋼業㈱
|
— | — | M | ||
|
NIPPON SHINDO CO.,LTD.
日本伸銅㈱
|
— | — | |||
|
Nicchitsu Co., Ltd.
㈱ニッチツ
|
— | — | M | ||
|
MS&AD Insurance Group Holdings, Inc.
ＭＳ＆ＡＤインシュアランスグループホールディングス㈱
|
— | — | |||
|
Sumitomo Mitsui Financial Group, Inc.
㈱三井住友フィナンシャルグループ
|
— | — | |||
| 三井住友トラスト・ホールディングス㈱ | — | — | |||
|
France Bed Holdings Co., Ltd.
フランスベッドホールディングス㈱
|
— | — | |||
|
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
|
— | — | |||
|
Panasonic Holdings Corporation
パナソニックホールディングス㈱
|
— | — | |||
|
Seven & i Holdings Co., Ltd.
㈱セブン＆アイ・ホールディングス
|
— | — | |||
|
T&D Holdings, Inc.
㈱Ｔ＆Ｄホールディングス
|
— | — | |||
|
CHISSO CORPORATION
チッソ㈱
|
— |
−100%
Exit
—
|
2 | 600,000 | |
|
NOF CORPORATION
日油㈱
|
— |
−100%
Exit
—
|
101 | 16,502 | |
|
KOBAYASHI PHARMACEUTICAL CO.,LTD.
小林製薬㈱
|
— |
−100%
Exit
—
|
50 | 6,241 | |
|
Mitsubishi UFJ Financial Group, Inc.
㈱三菱ＵＦＪフィナンシャル・グループ
|
— |
−100%
Exit
—
|
24 | 28,658 | |
|
Keiyo Co.,Ltd
㈱ケーヨー
|
— |
−100%
Exit
—
|
16 | 20,000 | M |
|
ASICS Corporation
㈱アシックス
|
— |
−100%
Exit
—
|
3 | 1,000 | |
| Portfolio total | 4,518 | 3,662 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding