INVESTOR RELATIONS
IR Implementation Status
Regarding our dialogue with investors and analysts
Major IR events for FY2025
We hold earnings briefing sessions for institutional investors and analysts every six months. We respond to requests for interviews and meetings at any given time. We also actively participate in conferences sponsored by brokerage firms so that we can expand our opportunities for direct communication with investors.
Through these efforts, we seek to obtain support from investors and analysts for our management strategies and business plans. We engage in constructive dialogue with investors and analysts and listen to their opinions and concerns in order to improve our business operations. In this way, we aim to achieve sustainable growth for the Group and enhance our corporate value over the medium to long term.
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| Major IR events | Frequency | Person who primarily handled the event |
|---|---|---|
| Earnings briefing session | Twice | President & CEO, Director, Operating Officer |
| Interviews and meetings | 378 times | President & CEO, Director, Operating Officer, Executive Manager, Investor Relations Office Senior Manager, Investor Relations Staff |
| Conferences sponsored by brokerage firms | 6 times | Director, Operating Officer, Executive Manager, Investor Relations Office Senior Manager |
| Small meeting with the president | Once | President & CEO, Operating Officer |
| International IR | 3 times | President & CEO, Operating Officer |
| IR Day | Once | Director, Operating Officer |
| Business tour | 4 times | Business division staff, Investor Relations Office Senior Manager, Investor Relations Staff |
| Briefing for individual investors | Twice | President & CEO, Operating Officer |
Main themes of our dialogue with investors and analysts/ main concerns expressed by investors and analysts
The following are the main themes of our dialogue with investors and analysts, and the main concerns they expressed, in FY2025:
- Investors and analysts feedback and assessments regarding the goals and policies of the medium-term management plan 2030
- Capital allocation policy, including shareholder returns
- In-house analysis of stock price levels and strategies for enhancing corporate value
- Policy for dealing with rising construction costs and labor shortages among general contractors and its impact on business
- Impact of rising domestic interest rates on financial and business performance
- Strong office market conditions and rising rent levels, particularly in the Greater Shibuya Area
- Impact of resale restrictions on condominiums and the outlook for whether high gross profit margins will continue in the coming fiscal year and beyond
- Renewable energy business environment and likelihood of achieving the profit targets of medium-term management plan 2030
- Overseas business environment and policies/strategies for achieving profitability in the fiscal year ending March 2028
- Impact of political situation and exchange rates on inbound demand for hotels and outlook for the next fiscal year and beyond
- Factors contributing to the strong performance of the real estate agents business and the potential for continued growth
- ESG initiatives
Feedback from investors and analysts (such as opinions and concerns) to management, etc.
Opinions and concerns expressed by investors and analysts during our interactions are always conveyed to senior management. Periodic reports are made to the Company’s Board of Directors (twice in FY2025) and to the management meetings of major subsidiaries (twice in FY2025).
Examples of items incorporated based on discussions with investors and analysts
- Disclosure of financial targets for the first half of the medium-term management plan 2030
- Organization and improvement of disclosure regarding gains on sales
- Holding a briefing session on renewable energy and residential businesses
- Expanded disclosures in financial results presentations, focusing on renewable energy, overseas, and real estate agents business—areas where there has been many requests for enhanced disclosure
- Creation and disclosure of fact sheets