Industry Revenue Breakdown:

• Residential Construction: 70%
• Real Estate Development: 20%
• Other Services: 10%

TOP 3 Markets:

1. Japan: 85%
2. USA: 10%
3. Australia: 5%

Iida Group Holdings Co., Ltd. generates the majority of its revenue from residential construction, accounting for approximately 70% of total income. This reflects the company's core competency, specializing in the construction of single-family homes.

The primary market is Japan, where 85% of revenue is generated. This is not surprising, as the company is headquartered there and carries out most of its projects. The USA and Australia follow as other significant markets, together accounting for 15% of revenue. These markets offer growth potential as the company continues to expand its international presence.

Production Sites: Japan (main site), Vietnam, China

Iida Group Holdings Co., Ltd. is a leading construction company in Japan specializing in the construction of single-family homes. The majority of production and construction activities take place in Japan, where the company serves its main markets.

In addition, in recent years, Iida Group Holdings has started to build production capacities in other Asian countries such as Vietnam and China to optimize costs and benefit from the economic conditions there. These international sites support the production of building materials and components, which are then imported into the Japanese market.

Revenue Growth: Estimated at 5-7% annually (2025)

Strategic Focus Areas:

1. Expansion of the Residential Construction Portfolio
2. Sustainable Construction Practices
3. Technological Innovations

Iida Group Holdings Co., Ltd. is focusing on diversifying its residential construction portfolio to meet the diverse needs of the market. This includes expanding both single-family homes and multi-family homes to appeal to a broader customer base.

Another strategic focus area is sustainable construction practices. The company is investing in environmentally friendly materials and energy-efficient construction methods to meet the increasing demands for sustainability while reducing operating costs.

Technological innovations also play a central role in the growth strategy. By utilizing smart home technologies and digitized construction processes, Iida Group aims to increase efficiency and provide customers with added value.

Wood: Mainly from Canada and the USA
Steel: Imported from China and South Korea
Concrete: Procured regionally, but also imports from Vietnam

Iida Group Holdings Co., Ltd. is heavily involved in the construction industry, especially in residential construction. For their construction projects, they import a variety of raw materials. Wood is one of the most important raw materials, mainly imported from Canada and the USA to ensure the quality and sustainability of the building materials.

Steel is another essential component, mainly imported from China and South Korea. These countries offer competitive prices and high production capacities, making them preferred suppliers.

Concrete is predominantly procured regionally to minimize transportation costs, but there are also imports from Vietnam to meet specific requirements or in case of shortages. The procurement of these materials is crucial for the cost structure and construction quality of Iida Group Holdings' projects.

Market share in Japan: Approximately 20% (2025, estimated)
EBITDA margin: 12.5% (2024)
Return on Equity (ROE): 10.2% (2024)

Iida Group Holdings Co., Ltd. is one of the leading providers in the Japanese housing construction market and has a significant market share estimated at around 20%. This strong position gives the company a substantial competitive advantage, especially in a market characterized by high barriers to entry and strong fragmentation.

The EBITDA margin of 12.5% indicates that the company operates efficiently and is able to achieve stable profits. This is an indicator of good cost control and effective resource utilization.

The Return on Equity of 10.2% suggests that Iida Group Holdings is able to provide shareholders with a solid return, indicating effective capital utilization. This strengthens investor confidence and supports the company's long-term competitiveness.

In summary, Iida Group Holdings has a strong competitive advantage in the Japanese housing construction market through its market position, operational efficiency, and capital return.

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

Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

The institutional investor share in Iida Group Holdings Co., Ltd. is estimated to be around 45%. This indicates that a significant portion of the shares is held by large financial institutions, suggesting a certain level of confidence in the company's stability and growth potential.

In 2025, there were no significant insider purchases or sales, indicating that the management and other insiders have not made significant changes to their stake in the company. This could be interpreted as a sign of stability and confidence in the company's future development.

Market share of Iida Group Holdings Co., Ltd.: 12% (estimated, 2025)

Top competitors and their market shares:

1. Sekisui House, Ltd.: 15%
2. Daiwa House Industry Co., Ltd.: 14%
3. Iida Group Holdings Co., Ltd.: 12%
4. Sumitomo Forestry Co., Ltd.: 10%
5. Misawa Homes Co., Ltd.: 8%
6. Panasonic Homes Co., Ltd.: 7%
7. Tama Home Co., Ltd.: 6%
8. Asahi Kasei Homes Corporation: 5%
9. Toyota Housing Corporation: 4%
10. PanaHome Corporation: 3%

Moat of Iida Group Holdings Co., Ltd.:

Iida Group Holdings Co., Ltd. has a moderate moat, mainly based on its strong market presence and efficiency in mass production of single-family homes. Vertical integration and leveraging economies of scale also contribute to their competitiveness.

In comparison to competitors, Sekisui House, Ltd. has a stronger moat due to a larger international presence and diversified product portfolio. Daiwa House Industry Co., Ltd. benefits from a wide range of services and strong brand recognition, which also enhances their moat.

Overall, Iida Group Holdings Co., Ltd. has a solid but not outstanding moat compared to industry leaders. Competitors often offer differentiated products and services that give them a certain advantage.

Revenue Growth: 8.2% (2024) Profit Growth: 6.5% (2024) Market Share in Residential Construction in Japan: 12% (2024)

Iida Group Holdings Co., Ltd. is one of the leading providers in the Japanese residential construction market. In 2024, the company achieved a revenue growth of 8.2%, attributed to a sustained high demand for residential properties in Japan. The profit growth of 6.5% during the same period indicates the company's ability to efficiently manage its costs and remain profitable.

Another positive aspect is the 12% market share in Japanese residential construction, giving Iida Group Holdings a strong position in the market. This market position enables the company to benefit from long-term trends such as urbanization and the demand for energy-efficient housing solutions.

Additionally, the company is investing in sustainable construction practices and innovative technologies to meet changing customer requirements. These strategic initiatives could further support future growth and enhance competitiveness.

Overall, the solid financial performance and strong market position suggest that the stock of Iida Group Holdings Co., Ltd. could be an attractive investment opportunity, especially for investors interested in exposure to the Japanese real estate market.

Dividend yield: 3.5% (2024)
Dividend history: Steady payout over the last 5 years

Iida Group Holdings Co., Ltd. has paid a consistent dividend in recent years, indicating a reliable payout policy. The 3.5% dividend yield in 2024 shows that the company offers an attractive return to its shareholders.

The reliability of dividend payment is supported by the stable financial performance of the company, which operates in the construction and real estate industry. The continuous demand for housing in Japan and Iida Group's strategic market positioning contribute to the stability of dividends. Analysts expect the company to maintain its dividend policy in the coming years, barring significant market changes.