Construction Industry: 65%
Real Estate: 20%
Engineering Services: 15%

TOP 3 Markets:
Japan: 70%
Southeast Asia: 15%
North America: 10%

Taisei Corporation generates the majority of its revenue from the construction industry, which is typical for a company of this kind. The Japanese market remains the dominant market for Taisei, reflecting strong local presence and demand. Southeast Asia and North America are also significant markets that have gained importance through infrastructure projects and international expansion.

Production Sites: Mainly in Japan, with international projects in Asia and other regions.

The Taisei Corporation is a leading construction company based in Japan. Its main production and construction activities take place within Japan, where they are involved in a variety of projects including infrastructure, building construction, and engineering services.

Internationally, Taisei is also active, especially in Asia, where they are involved in large construction projects. The company also has projects in other regions, although these are less extensive compared to their activities in Japan and Asia.

Revenue Growth: 3.8% (2024) Profit Growth: 4.5% (2024)

The Taisei Corporation pursues a strategy focused on sustainable growth and international expansion. An essential part of this strategy is the increased emphasis on environmentally friendly construction projects and the implementation of technologies to reduce CO2 emissions. This aligns with global trends towards greater sustainability in the construction industry.

Furthermore, Taisei plans to expand its presence in high-growth markets in Asia and Africa. The company relies on partnerships and joint ventures to leverage local market knowledge and minimize risks. Investing in digital technologies and automation in the construction process is another key focus to enhance efficiency and competitiveness.

Through these measures, Taisei expects to strengthen its market position and ensure long-term profitable growth.

Main Imported Raw Materials:

• Steel
• Cement
• Copper
• Aluminum

Countries of Origin:

• Steel: China, South Korea
• Cement: Vietnam, Thailand
• Copper: Chile, Peru
• Aluminum: Australia, Canada

Taisei Corporation, as one of the leading construction companies in Japan, imports a variety of raw materials to carry out their construction projects. Steel and cement are the most commonly used materials in the construction industry and are mainly sourced from Asian countries such as China and Vietnam, known for their cost-effective production.

Copper and aluminum are also important materials, especially for electrical installations and building infrastructures. These metals are often imported from countries like Chile and Australia, which are leading exporters of these raw materials worldwide.

The selection of countries of origin is based on the availability of raw materials, production costs, and Japan's trade relationships with these countries.

Market share in Japan: Approximately 10% (2023, estimate)
Revenue: 1.7 trillion JPY (2023)
EBIT margin: 6.5% (2023)

Taisei Corporation is one of the leading construction companies in Japan and has a significant market share, indicating a strong market position. The company's competitive advantage stems from several factors:

Firstly, Taisei has a long history and an excellent reputation in the construction industry, leading to a stable customer base and recurring contracts. Secondly, the company benefits from its ability to execute large and complex construction projects, setting it apart from smaller competitors.

Furthermore, Taisei continuously invests in research and development to develop innovative construction methods and sustainable solutions. This strengthens its position in an increasingly environmentally conscious market.

Finally, diversification into various construction and engineering services helps Taisei be less susceptible to market fluctuations, providing another competitive advantage.

Institutional Investor Share: approximately 45% (2025, estimated)

Insider Purchases/Sales: No significant transactions reported in 2025.

The institutional investor share in Taisei Corporation is around 45%, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders do not anticipate significant changes in the company's valuation at present. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Taisei Corporation: 6.5% (estimated for 2025)

Top competitors and their market shares:

1. Obayashi Corporation: 7.8%
2. Kajima Corporation: 7.2%
3. Shimizu Corporation: 6.9%
4. Taisei Corporation: 6.5%
5. Takenaka Corporation: 6.0%
6. Daiwa House Industry: 5.5%
7. Sekisui House: 5.0%
8. Sumitomo Mitsui Construction: 4.5%
9. Nippon Steel & Sumikin Engineering: 4.0%
10. Tokyu Construction: 3.5%

Moat of Taisei Corporation:

Taisei Corporation has a moderate moat, mainly supported by its long-standing experience, strong brand recognition, and extensive project portfolios in Japan and internationally. The company has excelled in the past in efficiently managing complex construction projects, giving it a certain competitive advantage.

However, compared to its competitors, Taisei does not have a significant technological or cost advantage that could be considered a strong moat. Companies like Obayashi and Kajima have similar capabilities and market shares, intensifying the competition.

Some competitors, especially Daiwa House Industry and Sekisui House, may have a stronger moat due to their diversification in residential construction and real estate development, benefiting from more stable revenue sources and being less susceptible to fluctuations in the construction industry.

Overall, the market share and moat of Taisei Corporation are solid but not insurmountable, meaning that continuous innovation and efficiency improvements are necessary to maintain competitiveness.

Revenue 2024: 1.7 trillion yen
Operating profit 2024: 120 billion yen
Order backlog 2024: 2.5 trillion yen

In 2024, Taisei Corporation achieved a revenue of 1.7 trillion yen, indicating stable demand in the construction and infrastructure segment. The operating profit was 120 billion yen, pointing to solid operational efficiency and cost control.

The order backlog of 2.5 trillion yen shows that the company has a well-filled pipeline of future projects, which bodes well for continuous revenue generation in the coming years. This is particularly important in the construction industry as it provides a certain level of security regarding future income.

Additionally, Taisei has invested in sustainable construction projects and technological innovations in recent years, keeping the company competitive in a changing industry. These strategic investments could lead to an improved market position and higher margins in the long term.

Overall, the financial stability, strong order backlog, and strategic direction indicate that Taisei Corporation presents an attractive investment opportunity, especially for investors interested in long-term engagements in the construction and infrastructure sector.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

In recent years, Taisei Corporation has pursued a consistent dividend policy. The company is known for its stable financial performance and has regularly distributed dividends to its shareholders in the past.

The estimated dividend yield of 2.5% for 2025 is based on previous payouts and the financial stability of the company. This reliability is supported by Taisei's strong market position in construction and engineering, as well as solid business results.