Revenue Distribution by Industries (2025):

• Residential construction: 40%
• Commercial construction: 25%
• Real estate development: 20%
• Facility management and other services: 15%

TOP 3 Markets and their Percentage Shares (2025):

• Japan: 60%
• USA: 20%
• China: 10%

Daiwa House Industry Co., Ltd. generates the majority of its revenue from residential construction, followed by commercial construction and real estate development. The domestic market of Japan remains the largest revenue contributor, attributed to its strong market presence and continuous demand in residential construction.

The USA and China are also significant markets, with the company's expansion in these regions supported by strategic investments and partnerships. This demonstrates the company's international orientation and its ability to adapt to different market conditions.

Production Sites: Japan, USA, China, Southeast Asia

Daiwa House Industry Co., Ltd. is a leading construction and real estate company headquartered in Japan. The company mainly produces its products in Japan, where it operates a variety of manufacturing facilities. In addition, Daiwa House has expanded its production capacities internationally, especially in the USA, China, and various countries in Southeast Asia. This geographical diversification enables the company to efficiently respond to regional market demands and strengthen its global presence.

Revenue Growth: 8.1% (2024)
Profit Growth: 5.4% (2024)

Daiwa House Industry Co., Ltd. pursues a strategy focused on diversification and international expansion. The company plans to further expand its presence in overseas markets, particularly in North America and Asia. This will be supported by strategic partnerships and acquisitions to increase market share in these regions.

Another key focus is on developing sustainable construction projects and integrating environmentally friendly technologies. Daiwa House is increasing its investment in research and development to promote innovative construction methods and materials that reduce CO2 emissions and improve energy efficiency.

Additionally, the company is prioritizing the digitization of its business processes to enhance efficiency and increase customer satisfaction. This includes the use of BIM (Building Information Modeling) and other digital tools to optimize construction planning and execution.

Main Imported Raw Materials: Steel, Wood, Concrete, Aluminum

Countries of Origin:

• Steel: China, South Korea
• Wood: Canada, Russia
• Concrete: Local procurement, partially from China
• Aluminum: Australia, India

Daiwa House Industry Co., Ltd. is a leading construction company in Japan that imports a variety of raw materials for its construction projects. Steel is one of the key raw materials and is mainly sourced from China and South Korea, as these countries are major steel producers and offer competitive prices.

Wood is predominantly imported from Canada and Russia, as these countries have large forest resources and can provide high-quality construction timber. Concrete is mostly procured locally, but there are also imports from China to meet demand, especially for large projects.

Aluminum is another important raw material imported from Australia and India, as these countries are significant aluminum producers and offer stable supply chains.

Market share in Japan: approximately 15% (2024)
ROE (Return on Equity): 10.5% (2024)
EBIT margin: 8.2% (2024)

Daiwa House Industry Co., Ltd. is one of the leading players in the Japanese construction and real estate sector. With a market share of around 15% in 2024, the company holds a strong position in Japan, attributed to its comprehensive product range and its ability to undertake large construction projects.

The Return on Equity of 10.5% indicates that the company efficiently utilizes its capital and demonstrates solid profitability. The EBIT margin of 8.2% is competitive compared to industry standards, suggesting that the company manages its cost structure well.

Daiwa House benefits from its strong brand recognition, broad network, and diversified business activities ranging from residential construction to commercial real estate. These factors contribute to a sustainable competitive advantage, especially in a market characterized by high entry barriers and strong local competition.

Institutional Investor Share: approximately 45% (2024, estimate based on industry comparison)

Insider Purchases/Sales: No significant transactions in the last year (2024, estimate based on market reports)

The institutional investor share in Daiwa House Industry Co., Ltd. is estimated to be around 45%. This is typical for large Japanese construction companies, which are often held by institutional investors such as pension funds and investment companies.

Regarding insider transactions, there were no significant purchases or sales in the last year that could indicate a change in confidence in the company's management or future business prospects. This suggests a stable confidence of the executives in the company's long-term strategy.

Market share of Daiwa House Industry Co., Ltd.: 12% (estimated, 2025)

Top competitors and their estimated market shares:

1. Sekisui House, Ltd.: 10%
2. Toyo Construction Co., Ltd.: 8%
3. Sumitomo Forestry Co., Ltd.: 7%
4. Obayashi Corporation: 6%
5. Kajima Corporation: 5%
6. Shimizu Corporation: 4%
7. Taisei Corporation: 4%
8. Nippon Steel Engineering Co., Ltd.: 3%
9. Mitsubishi Estate Co., Ltd.: 3%
10. Tokyu Construction Co., Ltd.: 2%

Moat of Daiwa House Industry Co., Ltd.:

Daiwa House Industry Co., Ltd. has a significant moat due to its strong brand recognition and wide range of products, spanning from residential and commercial buildings to logistics solutions. The company benefits from extensive experience and an established network in the construction industry.

Compared to its competitors, Daiwa House has the advantage of a diversified business strategy, allowing it to better mitigate fluctuations in individual market segments. Additionally, the company continuously invests in research and development to offer innovative construction and housing solutions.

However, some competitors, such as Sekisui House and Sumitomo Forestry, also have strong moats, particularly through their specialization in sustainable construction and environmentally friendly technologies. These companies could gain importance in the future as the market increasingly values sustainability.

Overall, Daiwa House remains a leading player with a robust moat, but the competition is intense and requires continuous innovation and adaptation to market trends.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Return on Equity (ROE): 10.5% (2024)

Daiwa House Industry Co., Ltd. recorded solid revenue growth of 8.5% in 2024, indicating strong demand in the construction and real estate sector. The company benefits from its wide range of products and its presence in various markets, leading to a diversification of revenue sources.

The 6.2% increase in profit demonstrates the company's ability to efficiently manage costs and benefit from economies of scale. The 10.5% return on equity suggests effective use of equity, which is a positive signal for investors.

Additionally, Daiwa House has invested in sustainable construction projects and technological innovations in recent years, increasing the potential for future growth and competitiveness. These strategic initiatives could further strengthen the company in the coming years.

Overall, the company demonstrates stable financial performance and a forward-looking strategy, making it a potentially attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 3.2% (2024)
Dividend Growth: 5% (annually, average over the last 5 years)

Daiwa House Industry Co., Ltd. regularly pays dividends to its shareholders. The dividend yield was recently around 3.2% in 2024. Over the past few years, the company has recorded an average dividend growth of 5% per year, indicating a reliable and steady payout policy.

The reliability of dividend payments is supported by Daiwa House's stable financial performance and strong market position. In the past, the company has also maintained its dividend policy during economically challenging times, strengthening investors' confidence in the sustainability of the payouts.