2. Company Overview
GENDA Inc., headquartered in Tokyo, Japan, is a prominent player in the leisure and amusement industry. The company specializes in operating amusement facilities and has diversified its portfolio through various acquisitions.
- Founded: Information not specified.
- Employees: Approximately 1,730 as of May 2026.
- Website: [https://genda.jp](https://genda.jp)
3. Products/Services/Tech
- Amusement Facilities: Operation of various entertainment centers, including arcades and game centers.
- Character Merchandising: Development and sale of character-themed merchandise.
- Content and Promotion: Engagement in content creation and promotional activities.
- Tourism Services: Provision of tourism-related services and experiences.
- Food and Beverage: Operation of food and beverage outlets within entertainment venues.
- Ancillary Services: Facility management, machine rental, and digital marketing services.
4. Market/Competition
- Competitive Landscape: GENDA operates in a highly competitive market with numerous domestic and international competitors.
- Key Competitors: Specific competitors are not detailed in the available sources.
- Market Share: Detailed market share information is not provided in the available sources.
5. Strategy/Growth
- M&A Focus: Continuous pursuit of mergers and acquisitions to expand market presence and diversify offerings.
- Operational Optimization: Efforts to streamline operations and integrate acquired entities effectively.
- Shareholder Value: Implementation of share repurchase programs to enhance shareholder returns.
6. Key Acquisition History
- December 12, 2025: Announced a share repurchase program to buy back up to 5,000,000 shares, representing 2.66% of issued share capital, for ¥3,000 million. ([zonebourse.com](https://www.zonebourse.com/actualite-bourse/genda-inc-tse-9166-annonce-un-rachat-d-actions-portant-sur-5-000-000-de-titres-soit-2-66-du-ca-ce7d50dbd080f126?utm_source=openai))
- April 30, 2026: Announced another share repurchase program for up to 2,500,000 shares, representing 1.33% of issued share capital, for ¥1,000 million. ([marketscreener.com](https://www.marketscreener.com/news/genda-inc-announces-an-equity-buyback-for-2-500-000-shares-representing-1-33-for-1-000-million-ce7f5bdbda8cff25?utm_source=openai))
- May 10, 2026: Acquired Toshinpack Co., Ltd. from Fukuya Co., Ltd. ([marketscreener.com](https://www.marketscreener.com/news/genda-inc-announces-an-equity-buyback-for-2-500-000-shares-representing-1-33-for-1-000-million-ce7f5bdbda8cff25?utm_source=openai))
7. Management/Governance
- CEO: Nao Kataoka.
- Board Members: Specific details on board members are not provided in the available sources.
8. Historical Financial Performance
- Q1 2027 (Ended April 30, 2026):
- Revenue: ¥49.7 billion, a 45.0% increase year-over-year.
- Adjusted EBITDA: ¥4.61 billion, up 8.0% year-over-year.
- Adjusted Net Income: ¥0.73 billion, down 46.5% year-over-year. ([quartr.com](https://quartr.com/companies/genda-inc_17838?utm_source=openai))
9. Operating Performance and Benchmarking
- Revenue Growth: Significant growth driven by M&A activities and segment expansion.
- Profitability Challenges: Decline in net income attributed to M&A-related expenses and integration costs.
- Segment Performance: Strong domestic amusement sales offset underperformance in North American operations.
10. Capital Structure & Liquidity
- Share Repurchase Programs: Implemented to enhance shareholder value and respond to profitability situations flexibly.
- Debt Levels: Specific details on debt levels are not provided in the available sources.
11. Investment Thesis/Debates
- Bull Case:
- Growth Potential: Aggressive M&A strategy positions GENDA for continued revenue growth.
- Market Expansion: Diversified portfolio reduces reliance on a single market segment.
- Debates:
- Profitability Concerns: Integration costs and M&A expenses have impacted net income.
- Market Competition: Intense competition may pressure margins and market share.
- Overall: Investors should consider the balance between GENDA's growth initiatives and the associated risks, including financial volatility and competitive pressures.
12. Valuation
- Current Price: ¥593.00.
- Market Capitalization: ¥107.49 billion.
- P/E Ratios:
- Trailing: 27.76x.
- Forward: 5.95x.
- Price-to-Book Ratio: 1.65x.
- Dividend Yield: 1.35%.
13. Recent Developments
- April 30, 2026: Announced a share repurchase program for up to 2,500,000 shares, representing 1.33% of issued share capital, for ¥1,000 million. ([marketscreener.com](https://www.marketscreener.com/news/genda-inc-announces-an-equity-buyback-for-2-500-000-shares-representing-1-33-for-1-000-million-ce7f5bdbda8cff25?utm_source=openai))
- May 10, 2026: Acquired Toshinpack Co., Ltd. from Fukuya Co., Ltd. ([marketscreener.com](https://www.marketscreener.com/news/genda-inc-announces-an-equity-buyback-for-2-500-000-shares-representing-1-33-for-1-000-million-ce7f5bdbda8cff25?utm_source=openai))