Komori
S

SBI Leasing Services Co.,Ltd.

5834Financials (excluding banks)Small cap
2,576JPY-9.1%
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Price history
¥2,576Latest+54.3%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group primarily forms and markets funds that invest in operating lease businesses involving aircraft, vessels and other assets. Its services are divided into 3 businesses: the Fund Business, General Aviation Business and Principal Investment Business. In the Fund Business, the Group uses investors’ contributions to purchase leased assets and establishes a structure through which it offers investors equity interests via civil-law partnerships or silent partnerships, generating lease income and gains on the sale of assets at the end of their lease terms. The leased assets consist of aircraft, vessels and other assets, and the Group aims to generate capital gains by selling them in the market. Ownership and management of leased assets in the Fund Business are conducted primarily through special purpose companies (SPCs), which are subsidiaries of the Group. The Group’s head office is located in Minato-ku, Tokyo, and it has branches in Osaka, Nagoya and Fukuoka. Its overseas locations include SBILS STAR MARITIME Co., Ltd. in the Marshall Islands. The Group has a single business segment, Operating Lease Business, which is subdivided by service into (1) the Fund Business, (2) the General Aviation Business and (3) the Principal Investment Business.

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Key numbersShowing 8 of 20
PER
16.08How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.34How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
8.3%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥41bnShare price × number of shares. The value of the entire company.
Equity ratio
30.6%The proportion of assets funded by money that does not have to be repaid.
Operating margin
17.8%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
19.8%The average annual growth in sales over the past three years.
What to watch next
Updates on JOL/JOLCO origination amounts and transaction volumes, as well as sales progress within the expected range for the JOLCO/JOL markets
At the next quarterly or annual disclosureImpact HighLikelihood Medium
Expansion of sales channels and improved deal-conversion efficiency supported by the 445-company customer referral network, together with the operational adoption of DX and AI
From FY2026 onward, with timing spread out because this is an ongoing initiativeImpact MediumLikelihood Medium
Numerical confirmation that diversification of funding sources, including commercial paper and corporate bonds, is stabilizing funding costs and refinancing
In subsequent disclosures on debt balances and the breakdown of interest-bearing debtImpact MediumLikelihood Medium
How changes in shipping routes and freight-rate conditions resulting from geopolitical factors such as the situation in the Middle East are reflected in vessel-related deal terms and asset sale conditions
As events occur, with the impact likely to be reflected in quarterly results alongside market conditionsImpact MediumLikelihood Low
Disclosure of preparations for changes to lease accounting standards, based on an approach similar to IFRS 16 from the beginning of the fiscal year ending March 2028
Medium term, with details likely to take shape from 2027 onwardImpact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 73.6%
Listed holders 73.6%Everyone else 26.4%
SBI Nonbank Holdings Co., Ltd.61.96%
Ishii Yoshiaki (石井 良明)2.80%
株式会社オートパンサー2.08%
株式会社イシイ1.36%
BNYM SA/NV for BNYM GCM Client Accts M ILM FE (常任代理人 株式会社三菱UFJ銀行)1.07%
Japan Securities Finance Co.,Ltd.0.94%
STATE STREET BANK AND TRUST COMPANY (常任代理人 株式会社みずほ銀行)0.93%
BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC) (常任代理人 株式会社三菱UFJ銀行)0.88%
2 other listed holders1.55%
Who owns it
HolderOwnership (%)
SBI Nonbank Holdings Co., Ltd.61.96
Ishii Yoshiaki (石井 良明)2.80
株式会社オートパンサー2.08
株式会社イシイ1.36
BNYM SA/NV for BNYM GCM Client Accts M ILM FE (常任代理人 株式会社三菱UFJ銀行)1.07
Japan Securities Finance Co.,Ltd.0.94
STATE STREET BANK AND TRUST COMPANY (常任代理人 株式会社みずほ銀行)0.93
BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC) (常任代理人 株式会社三菱UFJ銀行)0.88
2 other listed holders1.55
This company's documents
Timely disclosures
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