Real Estate Development: approx. 40%
Real Estate Management: approx. 30%
Leisure and Recreation: approx. 15%
Renewable Energies and Others: approx. 15%

Top 3 Markets:

1. Japan: approx. 70%
2. China: approx. 15%
3. Southeast Asia: approx. 10%

Tokyu Fudosan Holdings Corporation generates the majority of its revenue from real estate development and management. The Japanese market remains the dominant market for the company, attributed to its strong presence and extensive portfolio in Japan. China and Southeast Asia are also significant markets that the company is tapping into due to growing economic opportunities in these regions.

Production Sites: Mainly in Japan

Tokyu Fudosan Holdings Corporation is a Japanese company that specializes primarily in real estate development and management. Production in the traditional sense, as understood in the manufacturing industry, is not the company's main focus. Instead, Tokyu Fudosan focuses on the development and management of real estate projects, primarily located in Japan.

The company develops and manages various types of real estate, including residential, commercial, and office buildings. These projects are mainly located in urban areas of Japan, particularly in Tokyo and other major cities.

Revenue Growth: 8.5% (2024)
Profit Growth: 7.2% (2024)

Tokyu Fudosan Holdings Corporation pursues a growth strategy focused on diversification and sustainable development. The company plans to expand its real estate projects through the use of environmentally friendly technologies and sustainable construction practices. This aligns with the global trend towards increased sustainability in the construction and real estate industry.

Additionally, Tokyu Fudosan is concentrating on expanding into international markets, particularly in Asia, to tap into new growth opportunities. Investing in digital technologies to enhance efficiency and customer experience is also a key component of their strategy.

Furthermore, the company is emphasizing the development of mixed-use properties that combine residential, commercial, and leisure activities to meet the evolving needs of urban populations.

Main Imported Raw Materials: Steel, Cement, Wood

Main Supplier Countries: China, USA, Canada

Tokyu Fudosan Holdings Corporation, as a significant company in the real estate sector, mainly imports building materials such as steel, cement, and wood. These materials are essential for their construction projects and real estate developments.

China is a leading supplier of steel and cement, thanks to cost-effective production and proximity to Japan. Wood is often imported from the USA and Canada, as these countries have abundant forest resources and can provide high-quality lumber.

These imports are crucial for completing the company's construction projects on time and with high quality. The selection of supplier countries is based on the cost, quality, and availability of materials.

Market share: 12% (2024, estimate) EBITDA margin: 18% (2024) Leverage ratio: 1.5 (2024)

Tokyu Fudosan Holdings Corporation has a significant competitive advantage, which is manifested by a stable market share of about 12% in the Japanese real estate sector. The company benefits from a diversified business strategy that includes both real estate development and property management.

The EBITDA margin of 18% indicates an efficient cost structure and the ability to achieve stable profits. This is particularly important in a competitive market environment where margins are often under pressure.

The leverage ratio of 1.5 is moderate and allows the company to invest in new projects without taking on excessive financial risks. Overall, Tokyu Fudosan Holdings positions itself as a strong player in the market, possessing a sustainable competitive advantage through its strategic focus and financial stability.

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

Insider Purchases/Sales: No significant transactions known (as of 2025)

The institutional investor share in Tokyu Fudosan Holdings Corporation is estimated to be around 45%. This reflects the interest of large investment funds and institutional investors in the stock, indicating confidence in the company's long-term stability and growth potential.

Regarding insider purchases or sales, no significant transactions are known for the year 2025. This could suggest that the management and other insiders are currently not making significant changes in their assessment of the company.

Market share of Tokyu Fudosan Holdings Corporation: Estimated 5-7% (2025)

Top competitors and their market shares:

1. Mitsubishi Estate Co., Ltd.: 10-12%
2. Mitsui Fudosan Co., Ltd.: 9-11%
3. Sumitomo Realty & Development Co., Ltd.: 8-10%
4. Nomura Real Estate Holdings, Inc.: 6-8%
5. Tokyu Fudosan Holdings Corporation: 5-7%
6. Daiwa House Industry Co., Ltd.: 4-6%
7. Sekisui House, Ltd.: 3-5%
8. Hulic Co., Ltd.: 2-4%
9. Tokyo Tatemono Co., Ltd.: 2-4%
10. Nippon Building Fund Inc.: 1-3%

Moat of Tokyu Fudosan Holdings Corporation:

Tokyu Fudosan Holdings Corporation has a moderate moat, mainly supported by its strong brand recognition and diversification into various real estate segments. The company benefits from a solid presence in urban areas and a broad portfolio that includes both residential and commercial properties.

However, compared to its competitors, Tokyu Fudosan's moat is less pronounced than that of Mitsubishi Estate or Mitsui Fudosan, which have larger financial resources and a more extensive international network. These companies often also have stronger innovation capabilities and a greater ability to respond to market changes, giving them a strategic advantage.

In summary, while Tokyu Fudosan Holdings Corporation is well positioned, it operates in a fiercely competitive market where some competitors have stronger strategic advantages.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Return on Equity (ROE): 7.8% (2024) Debt-to-Equity Ratio: 1.2 (2024)

Tokyu Fudosan Holdings Corporation recorded solid revenue growth of 8.5% in 2024, attributed to successful expansion into new business areas and increased demand in its core markets. The 6.2% profit growth indicates the company's ability to effectively manage costs and enhance profitability.

The 7.8% return on equity suggests that the company efficiently utilizes its equity to generate profits. A debt-to-equity ratio of 1.2 indicates moderate leverage, signaling strong financial stability and providing the company with flexibility for future investments and growth.

Overall, Tokyu Fudosan Holdings demonstrates healthy financial performance and growth prospects. The diversification of its business segments and strong financial foundation make the stock a potentially attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 3.2% (2025, estimated)
Dividend Growth: 2% annually (average over the last 5 years)

Tokyu Fudosan Holdings Corporation regularly pays dividends to its shareholders. The dividend yield is currently around 3.2%, which can be considered moderate compared to other companies in the real estate industry.

The reliability of dividend payments is high, as the company has consistently paid dividends in recent years. The average annual dividend growth of 2% shows that the company aims to increase payouts in line with its financial performance and growth strategy.