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8165.T Tokyo Stock Exchange Department Stores

Senshukai Co Ltd

¥118,00
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
-5,7 %
ROE
-2,9 %
Net margin
-3,8 %
Debt / equity
0,19
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

Senshukai Co Ltd operates in the department stores industry, generating revenue primarily through retail sales of a broad range of consumer goods.

Business. Senshukai Co Ltd (8165.T) is a Japanese retailer operating in the department store industry within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryDepartment Stores
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-2,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 8165.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 8165.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Senshukai Co Ltd (8165.T) is a Japanese retailer operating in the department store industry within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryDepartment Stores
    AI synthesis
    GENERATED

    Senshukai's capital structure shows a current ratio of 1.65, indicating a moderate ability to meet short-term obligations, while its debt-to-equity ratio of 0.19 suggests a relatively low reliance on debt financing. The company's liquidity position is assessed as low, with negative operating cash flow of -2.33 billion JPY and a cash and equivalents balance of 4.30 billion JPY.

    Profitability metrics reveal a challenging financial position, with a return on equity of -2.91% and a return on assets of -1.64%, both significantly below the industry median for department stores. The company reported a net loss of 460 million JPY and an operating loss of 701 million JPY, indicating a need for operational improvements to restore profitability.

    Geographically, Senshukai's revenue is concentrated in Japan, with no disclosed international operations. The company's revenue concentration in a single market may expose it to regional economic fluctuations and regulatory changes.

    Growth trajectory appears negative, with a reported revenue of 12.21 billion JPY and a net loss, suggesting a contraction in business performance. Analyst estimates for revenue and EPS are not aligned with the company's reported figures, indicating potential discrepancies or challenges in meeting market expectations.

    Risk factors include a low liquidity score and the absence of immediate dilution risks. The company has not disclosed any significant dilution sources in recent filings, and its shares outstanding remain unchanged between basic and diluted measures.

    Recent events include the filing of financial results showing a net loss and operating loss, with no significant new developments or strategic announcements disclosed in the latest filings.

    Key takeaways
    • Senshukai is experiencing a net loss and operating loss, indicating a need for operational improvements.
    • The company's liquidity position is low, with negative operating cash flow and a moderate current ratio.
    • Profitability metrics are below industry medians, suggesting a challenging financial position.
    • Revenue is concentrated in Japan, exposing the company to regional economic and regulatory risks.
    • No immediate dilution risks are identified, and shares outstanding remain unchanged.
    • "margin_outlook_rationale": "The company's operating margin is negative, indicating a need for cost control and revenue growth to improve profitability.",

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Net income surged 207.7% year-over-year to JPY 3.94 billion in FY2026, marking a significant turnaround from prior losses.

    Free cash flow improved by 216.3% to JPY 3.95 billion in FY2026, demonstrating strong operational cash generation capabilities.

    Long-term debt decreased significantly to JPY 306 million in FY2026, reducing financial leverage and associated interest obligations.

    Cash conversion ratio of 5.06 places the company in the top quartile among 113 department store peers.

    The debt-to-equity ratio of 0.19 is well below the cohort median of 0.52, indicating a conservative capital structure.

    BEAR CASE · 2

    Operating income remains negative at JPY -2.91 billion in FY2026, indicating core business operations are still unprofitable.

    The company faces high credit risk according to internal risk flags, potentially impacting borrowing costs and financial stability.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-05-01
    Q1 2026 · Quarter highlights

    Revenue ¥9.17B, −7,1% YoY; Operating income +17,9% YoY.

    Revenue¥9.17B−7,1 % YoY
    Operating income-¥988.0M+17,9 % YoY
    Net income-¥987.0M+24,3 % YoY
    Free cash flow
    EPS
    Operating cash flow
    Financials
    Income statement
    Revenue¥9.17B
    Gross profit¥4.56B
    Operating income-¥988.0M
    Net income-¥987.0M
    Margins
    Gross margin49.8%
    Operating margin-10.8%
    Net margin-10.8%
    FCF margin
    Balance sheet
    Total assets¥23.67B
    Total liabilities¥7.59B
    Total equity¥16.07B
    Cash & equivalents¥4.18B
    Long-term debt¥774.0M
    P&L flow · revenue → net income
    Revenue ¥9.17BOperating costs ¥10.15BNet income ¥987.0M
    Highlights
    • Revenue ¥9.17B, −7,1% YoY
    • Operating income +17,9% YoY
    • Net income +24,3% YoY
    • Net margin -10.8%

    Valuation TTM

    Market price
    ¥118,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥15.79B
    Net cash
    ¥1.30B
    Current ratio
    1.6
    Debt / equity
    0.2
    ROA
    -1.6%
    ROE
    -2.9%
    Cash conversion
    506.0%
    CapEx / revenue
    -2.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-5,7 %Bottom quartile
    Net Margin-3,8 %Bottom quartile
    ROE-2,9 %Bottom quartile
    Capex / Rev-2,7 %Below median
    D/E0,19Above median
    Cash Conv5,06Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Senshukai Co Ltd Market data — financials · 2026-05-27
    • Senshukai Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    8165.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-05-01 12:00 UTCEARNINGSQuarterly results — Q1 2026 Revenue JPY 9.17B · Net JPY -987.0M
    2026-02-13 12:00 UTCEARNINGSQuarterly results — Q4 2025 Revenue JPY 12.05B · Net JPY 71.0M
    2026-02-13 12:00 UTCEARNINGSAnnual results — FY 2026 Revenue JPY 42.07B · Net JPY 3.94B
    2025-08-06 12:00 UTCEARNINGSQuarterly results — Q2 2025 Revenue JPY 11.45B · Net JPY -783.0M
    2025-05-02 12:00 UTCEARNINGSQuarterly results — Q1 2025 Revenue JPY 9.87B · Net JPY -1.30B
    2025-02-13 14:00 UTCEARNINGSQuarterly results — Q4 2024 Revenue JPY 13.55B · Net JPY -845.0M
    2025-02-13 14:00 UTCEARNINGSAnnual results — FY 2025 Revenue JPY 45.60B · Net JPY -3.66B
    2024-11-11 11:30 UTCEARNINGSQuarterly results — Q3 2024 Revenue JPY 9.51B · Net JPY -1.40B
    2024-08-09 11:30 UTCEARNINGSQuarterly results — Q2 2024 Revenue JPY 12.21B · Net JPY -460.0M
    2024-02-13 13:30 UTCEARNINGSAnnual results — FY 2024 Revenue JPY 49.23B · Net JPY -4.78B
    2023-02-13 12:30 UTCEARNINGSAnnual results — FY 2023 Revenue JPY 58.91B · Net JPY -10.97B
    2022-02-10 12:00 UTCEARNINGSAnnual results — FY 2022 Revenue JPY 73.15B · Net JPY 309.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage