Business description: Sekisui House, Ltd.

Sekisui House Ltd is a Japan-based company engaged in the design, construction and contracting of industrialized housing and related business. It operates through eight business segments. The Real Estate Fee segment performs subleasing, management, operation and brokerage of real estate. The Rental Housing segment designs, constructs and contracts rental housing and medical and nursing facilities. The Detached House segment designs, constructs and contracts detached houses. The International segment sells detached houses, condominiums and residential land, as well as develops and sells condominiums and commercial facilities. The Urban Redevelopment segment develops office buildings and commercial facilities and manages and operates owned real estate. The Condominium Housing segment is engaged in the design, construction and contracting of houses. The Renovation segment expands and renovates houses. The Condominium segment sells condominiums. It also operates the exterior business.

Number of employees: 32,265

Sales by Activity: Sekisui House, Ltd.

Fiscal Period: January 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Overseas

371B 389B 521B 511B 1,279B

Rental Housing and Commercial Buildings

139B 191B 238B 524B 545B

Custom Detached Houses

323B 353B 352B 471B 479B

Remodeling

142B 157B 167B 175B 184B

Apartment Business

77.09B 90.61B 90.88B - -

Rental Housing Management

362B 387B 431B 647B 687B

Real Estate Fee Business

561B 589B 623B - -

Construction In Progress-development

- - - - 583B

Development Business

105B 103B 135B 531B -

Architectural/Civil Engineering

309B 271B 308B 275B 325B

Other Businesses

77.25B 82.81B 88.22B 13.23B 14.07B

Unallocated Adjustments

-19.38B -23.75B -26.46B -39.44B -36.61B

Geographical breakdown of sales: Sekisui House, Ltd.

Fiscal Period: January 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Japan

2,070B 2,180B 2,399B 2,588B 2,772B

America

- 297B 435B 459B 1,234B

Other Areas

377B 112B 95.72B 59.93B 53.02B

Executive Committee: Sekisui House, Ltd.

Manager TitleAgeSince
Chief Executive Officer 60 31/03/2021
Chief Tech/Sci/R&D Officer - -
Chief Administrative Officer 68 31/03/2021
Corporate Officer/Principal 59 30/04/2012
Investor Relations Contact 47 -

Composition of the Board of Directors: Sekisui House, Ltd.

Director TitleAgeSince
Director/Board Member 60 31/03/2016
Director/Board Member 66 31/03/2018
Director/Board Member 72 22/04/2020
Director/Board Member 68 22/04/2020
Director/Board Member 59 22/04/2020
Director/Board Member 69 31/03/2021
Director/Board Member 57 31/03/2022
Director/Board Member 62 22/04/2025

Shareholders: Sekisui House, Ltd.

NameEquities%Valuation
Nomura Asset Management Co., Ltd.
4.871 %
32,301,900 4.871 % 792 M ¥
Sekisui House Employee Stock Ownership Plan
3.33 %
22,081,000 3.33 % 541 M ¥
Amova Asset Management Co., Ltd.
2.774 %
18,397,000 2.774 % 451 M ¥
2.219 %
14,712,100 2.219 % 361 M ¥
2.137 %
14,168,000 2.137 % 347 M ¥
NameEquities%Valuation
Great Lakes Advisors LLC
0.0186 %
123,658 0.0186 % 3 M ¥
Wintrust Private Trust Co. NA
0.003012 %
19,975 0.003012 % 489 507 ¥
RhumbLine Advisers LP
0.002208 %
14,645 0.002208 % 358 890 ¥
Yousif Capital Management LLC
0.001603 %
10,633 0.001603 % 260 572 ¥
GAMMA Investing LLC
0.000481 %
3,187 0.000481 % 78 101 ¥

Holdings: Sekisui House, Ltd.

NameEquities%Valuation
14,712,100 2.22% 361 M $
7,998,000 1.86% 156 M $
200,750 4.66% 121 M $
1,424,900 0.86% 56 M $
350,800 0.12% 45 M $
2,335,820 0.02% 44 M $
1,094,112 0.03% 42 M $
2,209,411 1.26% 28 M $
991,000 3.12% 16 M $
444,600 0.08% 12 M $

Company details: Sekisui House, Ltd.

Sekisui House, Ltd.

Umeda Sky Building, East Tower

531-0076, Osaka

+81 6 6440 3111

https://www.sekisuihouse.co.jp/
address Sekisui House, Ltd.(1928)

Group companies: Sekisui House, Ltd.

NameCategory and Sector
Finance/Rental/Leasing

Other Homebuilding

Change 5d. change 1-year change 3-years change Capi.($)
-0.03%-0.70%+6.91%+30.93% 14.39B
+1.04%-4.60%+10.81%+45.92% 40.7B
-1.05%-6.77%+15.79%+118.22% 22.9B
-0.10%-2.46%+5.43%+66.08% 20.18B
-0.96%-7.44%+30.32%+138.05% 12.95B
0.00%-2.03%+8.28%+48.48% 7.03B
+0.58%-3.35%+0.87%+67.09% 5.7B
+0.14%-4.26%-5.48%+66.89% 5.6B
+1.12%-7.96%-32.41%-32.56% 5.4B
+0.25%-7.96%+1.10%-1.89% 5.06B
Average +0.10%-4.75%+4.16%+54.72% 13.99B
Weighted average by Cap. +0.11%-4.57%+9.05%+64.73%
Trader
Investor
Global
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
3,543.00JPY
Average target price
3,905.56JPY
Spread / Average Target
+10.23%

Quarterly revenue - Rate of surprise

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