Industry Revenues:

• Residential construction: approx. 50%
• Real estate development: approx. 25%
• Construction and architecture: approx. 15%
• Other services: approx. 10%

TOP 3 Markets:

1. Japan: approx. 70%
2. Australia: approx. 15%
3. USA: approx. 10%

Sekisui House, Ltd. generates the majority of its revenues from residential construction, which accounts for about half of the total revenue. This reflects the company's strong presence and expertise in the development and construction of residential properties.

The largest market for Sekisui House is Japan, where the company is deeply rooted and earns the majority of its income. Australia and the USA are also significant markets where Sekisui House has expanded its international presence. Together, these markets contribute about a quarter of the total revenue and offer growth opportunities due to the increasing demand for sustainable and high-quality housing solutions.

Production Sites: Japan, USA, Australia, China

Sekisui House, Ltd. is a leading construction company mainly operating in Japan but has also expanded internationally. The company manufactures its products in several countries to efficiently support its construction projects. In Japan, the main production facilities specialize in the production of prefabricated houses and building materials.

Additionally, Sekisui House has established production capacities in the USA, Australia, and China to better serve local markets and optimize supply chains. These international sites enable the company to make its construction projects more efficient worldwide and address regional needs.

Revenue Growth: Estimated 5-7% annually (2025) Profit Growth: Estimated 4-6% annually (2025)

Sekisui House, Ltd. pursues a strategy aimed at sustainable growth and innovation in the construction and real estate sector. The company focuses on developing environmentally friendly and energy-efficient housing solutions to meet the increasing demands for sustainability.

Another key focus is on international expansion, particularly in the North American and Asian markets, where there is a growing demand for high-quality residential and commercial properties. Sekisui House also invests in research and development to integrate new technologies and construction methods that can reduce construction costs and shorten construction time.

Additionally, the company relies on strategic partnerships and joint ventures to strengthen its market presence and leverage synergies that can further promote growth.

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

Countries of Origin:

• Wood: Canada, USA, Russia
• Steel: China, South Korea, Japan
• Aluminum: Australia, China
• Plastic: China, South Korea

Sekisui House, Ltd., a leading construction company in Japan, imports a variety of raw materials necessary for the construction of residential and commercial properties. Wood is one of the most important raw materials and is mainly sourced from Canada and the USA, as these countries have large forest reserves and an established timber industry.

Steel and aluminum are also crucial for the construction industry. China and South Korea are significant suppliers of steel, while Australia and China are important aluminum suppliers. These materials are imported in large quantities due to their structural properties and availability.

Plastics, used in various building components, are mainly imported from China and South Korea, as these countries have a strong petrochemical industry. The selection of supplier countries is based on the availability, cost, and quality of the raw materials.

Market share in Japan: 5.2% (2024)
Revenue growth: 4.8% (2024)
EBITDA margin: 12.5% (2024)

Sekisui House, Ltd. is one of the leading providers in the Japanese housing construction sector and has gained a significant competitive advantage through its innovation and sustainable construction practices. The company benefits from a strong brand image and a solid market position, reflected in a stable market share of 5.2% in Japan.

Continuous investment in research and development enables Sekisui House to offer environmentally friendly and energy-efficient construction methods that are well received by environmentally conscious consumers. This contributes to a consistent revenue growth of 4.8% and supports a healthy EBITDA margin of 12.5%.

Furthermore, international expansion, particularly in the USA and Australia, strengthens the company's global presence and diversifies its sources of income. Together, these factors give Sekisui House a robust competitive advantage in the construction industry.

Institutional Investor Share: approximately 50% (estimated for 2025) Insider Buys/Sells: No significant changes reported (2025)

The institutional investor share in Sekisui House, Ltd. is estimated to be around 50%. This is typical for large publicly traded companies in Japan, where institutional investors such as pension funds and investment companies hold significant stakes.

Regarding insider buys and sells, no significant changes were reported in 2025. This suggests that the management and other insiders are currently not making significant adjustments to their holdings, which could indicate a stable confidence in the company's future development.

Market share of Sekisui House, Ltd.: 10% (estimated, 2025)

Main competitors and their market shares:

1. Daiwa House Industry Co., Ltd. - 12%
2. Sekisui House, Ltd. - 10%
3. Sumitomo Forestry Co., Ltd. - 8%
4. Tama Home Co., Ltd. - 7%
5. Misawa Homes Co., Ltd. - 6%
6. Panasonic Homes Co., Ltd. - 5%
7. Asahi Kasei Homes Corporation - 4%
8. Toyota Housing Corporation - 3%
9. PanaHome Corporation - 3%
10. Mitsubishi Estate Home Co., Ltd. - 2%

Moat of Sekisui House, Ltd.:

Sekisui House, Ltd. has a significant moat characterized by its strong brand recognition, innovation capabilities, and sustainable construction methods. The company has made a name for itself through high-quality and environmentally friendly construction projects, which are considered a key competitive advantage in the industry.

Compared to its competitors, Sekisui House, Ltd. has an advantage in implementing environmentally friendly technologies and sustainable construction practices. This is particularly relevant as the market increasingly values sustainability.

However, some competitors, such as Daiwa House Industry, also have strong moats, especially due to their wider product range and international presence. Ultimately, Sekisui House's success depends on how well it can further develop its innovation capabilities and sustainability initiatives to differentiate itself from competitors.

Revenue Growth: 4.8% (2024) Profit Growth: 3.5% (2024) Market Share in Residential Construction in Japan: 12% (2024)

Sekisui House, Ltd. recorded a moderate revenue growth of 4.8% in 2024. The company benefits from its strong market position in the Japanese residential construction sector, where it holds a 12% market share. This position enables Sekisui House to capitalize on the stable demand for residential properties in Japan.

Despite challenges posed by rising construction costs and economic uncertainties, the company achieved a profit growth of 3.5%. This indicates effective cost control and efficiency improvements.

Future growth opportunities could arise from expanding into international markets and investing in sustainable construction projects. Sekisui House has already initiated efforts towards environmentally friendly construction methods and technologies, positioning the company well in an increasingly eco-conscious industry.

Overall, Sekisui House could be an attractive investment for investors interested in a stable company with a solid market position and potential for sustainable growth.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Sekisui House, Ltd. has pursued a stable dividend policy in recent years. The dividend yield is estimated at 3.5% in 2025, which is competitive compared to other companies in the construction and real estate industry.

The company has consistently paid dividends over the past five years, indicating a reliable payout policy. This stability is supported by a solid financial foundation and a strong market position. Analysts expect Sekisui House to continue to be able to pay dividends at a similar level in the coming years.