Slides
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September 10, 2026 Company Presentation for Q2 FY2026
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Fundamental Policy under the Seventh Mid-Term Management Plan Cultivating the Sekisui House Economic Sphere through Group-wide Capabilities Building a Growth Platform to Drive a Game-Changing Transformation Japan | Overseas | Make home the happiest place in the world The Sekisui House Global Vision Our core competencies Technical expertise Construction expertise Customer base Become a leading company in ESG management Propose happiness through the integration of technologies, lifestyle design and services Make Sekisui House technologies the global de facto standard COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. 2
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Progress in Seventh Mid-Term Management Plan 3
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Progress in Seventh Mid-Term Management Plan ■ Seventh Mid-Term Management Plan [announced in Mar. 2026] FY2026 FY2027 FY2028 Three-fiscal year total Net sales (¥ bn) 4,353 4,526 5,026 13,905 Operating profit (¥ bn) 350 370 450 1,170 Ordinary profit (¥ bn) 314 345 434 1,093 Profit attributable to owners of parent (¥ bn) 218 240 300 758 EPS (¥) 336.30 370.23 462.79 - ROE 10.1% High 12% range in the final fiscal year of the Seventh Mid-T erm Management Plan 4 ■ Progress FY2026 revised plan (Announced in Sep. 2026) Net sales (¥ bn) 4,260 Operating profit (¥ bn) 350 Ordinary profit (¥ bn) 316 Profit attributable to owners of parent (¥ bn) 224 EPS (¥) 345.55 ROE 10.1%
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. FY2026 Business Outlook (1): Revised Plan (Reference) FY2025 Results Initial Plan for FY2026 (Announced in Mar. 2026) Revised Plan for FY2026 (Announced in Sep. 2026) Compared to the initial plan Net sales ¥4,197.9 bn ¥4,353.0 bn ¥4,260.0 bn ¥(93.0) bn Gross profit ¥839.8 bn ¥871.0 bn ¥866.0 bn ¥(5.0) bn Operating profit ¥341.4 bn ¥350.0 bn ¥350.0 bn - Ordinary profit ¥327.8 bn ¥314.0 bn ¥316.0 bn +¥2.0 bn Profit attributable to owners of parent ¥232.0 bn ¥218.0 bn ¥224.0 bn +¥6.0 bn EPS ¥358.07 ¥336.30 ¥345.55 +¥9.25 ROA 7.7% 7.4% 7.4% - ROE 11.3% 10.1% 10.1% - Dividends per share ¥144 ¥145 ¥145 - Dividend payout ratio 40.2% 43.1% 42.0% (1.1) pt Net sales Business model Change Domestic BusinessBuilt-to-Order Business ¥(35.0) bn Supplied Housing Business ¥ - bn Development Business +¥22.0 bn Subtotal ¥(13.0) bn Overseas Business ¥(84.0) bn Eliminations and back office +¥4.0 bn Major changes compared to the initial plan Operating profit Business model Change Domestic BusinessBuilt-to-Order Business ¥(1.5) bn Supplied Housing Business +¥5.5 bn Development Business +¥12.5 bn Subtotal +¥16.5 bn Overseas Business ¥(8.5) bn Eliminations and back office ¥(8.0) bn Ordinary profit Share of profit of entities accounted for using equity method (Mainly the Singapore business) +¥3.0 bn Profit Extraordinary income (Mainly gains on the sale of cross-shareholdings) +¥6.0 bn 5 Excluding the impact of rising material prices due to changes in market conditions such as the situation in the Middle East, all domestic businesses are expected to exceed their initial profit plans. While the homebuilding business continues to face challenges in the U.S., property sales in the U.S. multifamily business are progressing steadily. The full-year plan has been revised. While maintaining the operating profit plan, the plans for ordinary profit and profit have been revised upward.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. FY2026 Business Outlook (2): Revised Plan 6 Net sales (¥ bn) FY2025 Results FY2026 Revised Plan YoY Built-to-Order Business Custom detached houses 496.4 500.0 3.5 Rental housing and commercial buildings 547.2 555.0 7.7 Architectural/ civil engineering 302.2 301.0 (1.2) Subtotal 1,346.0 1,356.0 9.9 Supplied Housing Business Rental housing management 712.6 726.0 13.3 Remodeling 187.9 210.0 22.0 Subtotal 900.5 936.0 35.4 Development Business Real estate and brokerage 394.5 430.0 35.4 Condominiums 122.8 111.0 (11.8) Urban redevelopment 180.3 115.0 (65.3) Subtotal 697.6 656.0 (41.6) Overseas Business 1,286.3 1,344.0 57.6 Other 5.9 7.0 1.0 Eliminations and back office (38.7) (39.0) (0.2) Total 4,197.9 4,260.0 62.0 Operating profit (¥ bn) FY2025 Results FY2026 Revised Plan YoY 48.8 49.5 0.6 74.8 76.5 1.6 22.0 21.5 (0.5) 145.7 147.5 1.7 68.7 75.0 6.2 25.9 30.0 4.0 94.6 105.0 10.3 28.4 32.0 3.5 17.5 23.0 5.4 48.1 27.5 (20.6) 94.0 82.5 (11.5) 38.3 48.0 9.6 0.5 1.0 0.4 (31.9) (34.0) (2.0) 341.4 350.0 8.5 Operating profit margin FY2025 Results FY2026 Revised Plan YoY 9.8% 9.9% 0.1pt 13.7% 13.8% 0.1pt 7.3% 7.1% (0.2)pt 10.8% 10.9% 0.1pt 9.6% 10.3% 0.7pt 13.8% 14.3% 0.5pt 10.5% 11.2% 0.7pt 7.2% 7.4% 0.2pt 14.3% 20.7% 6.4pt 26.7% 23.9% (2.8)pt 13.5% 12.6% (0.9)pt 3.0% 3.6% 0.6pt 10.0% 14.3% 4.3pt - - - 8.1% 8.2% 0.1pt Orders (¥ bn) FY2025 Results FY2026 Revised Plan YoY 498.7 505.0 6.2 591.6 595.0 3.3 318.2 323.0 4.7 1,408.5 1,423.0 14.4 712.6 726.0 13.3 193.1 224.0 30.8 905.7 950.0 44.2 411.1 430.0 18.8 116.1 143.0 26.8 192.2 91.0 (101.2) 719.5 664.0 (55.5) 1,243.3 1,340.0 96.6 5.9 7.0 1.0 (35.4) (39.0) (3.5) 4,247.7 4,345.0 97.2 Updates from the initial plan (¥ bn) Net sales Operating profit Operating profit margin - (1.5) (0.3)pt (20.0) (3.0) - (15.0) 3.0 1.2pt (35.0) (1.5) 0.2pt (10.0) 3.5 0.6pt 10.0 2.0 0.3pt - 5.5 0.6pt - - - - - - 22.0 12.5 7.8pt 22.0 12.5 1.6pt (84.0) (8.5) (0.4)pt - - - 4.0 (8.0) - (93.0) - 0.2pt 6 *1 Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented o n a reclassified basis. *2 The figures have been corrected from those disclosed on March 5, 2026. (Before correction: custom detached houses business: ¥ 506.8 billion; rental housing and commercial buildings business: ¥583.4 billion) *2 *2
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. 3,000 3,100 3,200 3,300 3,400 3,500 3,600 3,700 FY2026 Business Outlook (3): Revised Plan ■ FY2026 Operating Profit (based on changes from the initial plan) Overseas Business: ¥(8.5) bnDomestic Business: +¥16.5 bn 7 Of the six to seven properties planned for sale, sales of four properties have been completed, with revenue recognized in Q3 Average exchange rate during the period FY2026 Initial Plan Revised Plan U.S. ¥145.00 ¥155.00 Australia ¥100.00 ¥108.00 ¥350.0 bn Built-to-Order Business +¥5.0 bn U.S. Multifamily business +¥6.9 bn ～～ Supplied Housing Business +¥5.5 bn Development Business +¥12.5 bn ¥(8.0) bn ¥350.0 bn U.S. Homebuilding business ¥(16.8) bn Others ¥(0.5) bn Custom detached houses +¥1.5bn Rental housing and commercial buildings +¥0.5bn Architectural/ civil engineering +¥3.0bn Rental housing management +¥3.5 bn Remodeling +¥2.0 bn Real estate and brokerage ±¥0.0 bn Condominiums ±¥0.0bn Urban redevelopment +¥12.5bn Eliminations and back office ¥(8.0) bn U.S. Master-planned community business ¥(1.5) bn Built-to-Order Business ¥(6.5) bn Australia ¥(0.0) bn Impact of exchange rate fluctuations ＋¥3.4 bn Impact of rising material prices due to changes in market conditions, including the situation in the Middle East ～～ (Announced in Mar . 2026) Revised Plan (Announced in Sep. 2026) Initial Plan Custom detached houses ¥(3.0) bn Rental housing and commercial buildings ¥(3.5) bn
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Progress in the FY2026 Earnings Plan by Segment (¥ bn) Q2 FY2025 Results Q2 FY2026 Results YoY Progress to Plan (Compared to revised plan) Net sales Operating profit Operating profit margin Orders Order backlog Net sales Operating profit Operating profit margin Orders Order backlog Net sales Operating profit Operating profit margin Orders Net sales Operating profit Orders Built-to-Order Business Custom detached houses 247.0 25.3 10.2% 248.0 239.2 244.1 23.9 9.8% 250.0 246.3 (2.8) (1.3) (0.4)pt 1.9 48.8% 48.5% 49.5% Rental housing and commercial buildings 269.9 36.6 13.6% 307.3 593.0 264.9 36.6 13.8% 296.5 631.6 (5.0) 0.0 0.2pt (10.7) 47.7% 47.9% 49.8% Architectural/ civil engineering 158.9 14.9 9.4% 188.2 430.3 151.0 15.0 10.0% 168.4 434.4 (7.9) 0.0 0.6pt (19.7) 50.2% 69.9% 52.2% Subtotal 675.9 76.9 11.4% 743.7 1,262.6 660.1 75.6 11.5% 715.0 1,312.3 (15.8) (1.2) 0.1pt (28.6) 48.7% 51.3% 50.3% Supplied Housing BusinessRental housing management 357.8 37.0 10.3% 357.8 - 368.0 41.7 11.3% 368.0 - 10.2 4.7 1.0pt 10.2 50.7% 55.7% 50.7% Remodeling 92.8 13.0 14.1% 96.2 40.0 104.7 15.0 14.4% 113.4 50.5 11.8 1.9 0.3pt 17.2 49.9% 50.1% 50.6% Subtotal 450.6 50.1 11.1% 454.0 40.0 472.7 56.7 12.0% 481.4 50.5 22.0 6.6 0.9pt 27.4 50.5% 54.1% 50.7% Development Business Real estate and brokerage 200.0 14.3 7.2% 202.5 74.9 211.4 16.7 7.9% 208.3 85.8 11.4 2.4 0.7pt 5.7 49.2% 52.4% 48.4% Condominiums 57.4 8.5 14.9% 57.0 122.1 56.1 15.7 28.0% 75.6 135.3 (1.3) 7.1 13.1pt 18.5 50.6% 68.4% 52.9% Urban redevelopment 35.6 5.0 14.3% 23.6 - 98.4 27.3 27.8% 74.4 - 62.7 22.2 13.5pt 50.8 85.6% 99.5% 81.8% Subtotal 293.1 27.9 9.5% 283.2 197.0 366.0 59.8 16.4% 358.3 221.1 72.9 31.9 6.9pt 75.1 55.8% 72.6% 54.0% Overseas Business 614.3 15.2 2.5% 660.8 384.5 486.3 1.0 0.2% 794.6 603.4 (128.0) (14.1) (2.3)pt 133.8 36.2% 2.2% 59.3% Other 2.8 0.3 13.2% 2.9 1.1 3.2 0.3 11.1% 3.3 1.1 0.3 (0.0) (2.1)pt 0.3 46.3% 36.1% 47.3% Eliminations and back office (21.6) (15.1) - (18.5) (20.0) (22.9) (13.3) - (27.9) (24.8) (1.3) 1.7 - (9.4) - - - Total 2,015.4 155.4 7.7% 2,126.2 1,865.4 1,965.6 180.3 9.2% 2,324.9 2,163.7 (49.7) 24.8 1.5pt 198.6 46.1% 51.5% 53.5% 8 * Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented o n a reclassified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Progress in Key Measures by Business 9
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Built-to-Order Business | Custom Detached Houses Business (1) Enhancing three-brand strategy Expanding CRM strategy Integrating technologies, lifestyle design and services Key Measures of the Seventh Mid-Term Management Plan Net sales Operating profit Gross profit margin Operating profitmargin ¥500.0 bn (+0.7%) ¥49.5 bn (+1.3%) 25.5% (+0.1pt) 9.9% (+0.1pt) Q2 Results ¥244.1 bn (-1.1%) ¥23.9 bn (-5.2%) 25.6% (±0.0pt) 9.8% (-0.4pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) 0 500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 4,500 5,000 As of Jan. 31, 2026 Order backlog End of Q2 FY2026 Order backlog As of Jan. 31, 2027 Order backlog (Revised plan) ¥240.4 bn ¥246.3 bn (YoY: +2.9%) ¥245.4 bn FY2026 first-half orders ¥250.0 bn (YoY: +0.8%) FY2026 full-year orders (Revised plan): ¥505.0 bn (YoY: +1.3%) ■ Order trends FY2026 second-half orders (Revised plan) ¥254.9 bn (YoY: +1.7%) 10 High-value-added proposals unique to custom detached homes and the shift to the 3rd range have proven effective, with orders remaining solid and the order backlog continuing to grow despite challenging business environment marked by ongoing increases in interest rates and costs. While factoring in rising material prices due to changes in market conditions, including the situation in the Middle East, the plan for earnings growth remains unchanged. * Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented o n a reclassified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Built-to-Order Business | Custom Detached Houses Business (2) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 0 20,000 40,000 60,000 80,000 100,000 120,000 FY2023 FY2024 FY2025 Cumulative Sekisui House ZEH homes Percentage of detached ZEH homes 0 20 40 60 80 100 120 140 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 FY2023 FY2024 FY2025 Q2 FY2026 ¥58.46 million FY2024 FY2025 Q2 FY2026 1st range Less than ¥30 million 2% 1% 1% 2nd range ¥30 million or more Less than ¥50 million 65% 59% 56% 3rd range ¥50 million or more 33% 40% 43% ¥49.55 million ■ Number and percentage of detached ZEH homes ■ Adoption rate for each proposal 83,541 homes 96% FY2024 FY2025 Q2 FY2026 SMART-ECS 76% 67% 57% Family Suite 66% 65% 66% PLATFORM HOUSE touch 30% 30% 23% ¥52.48 million 96%95% 89,352 homes ■ Average selling price and floor area per building ■ Percentage of orders by sales price range (based on the number of buildings) ¥56.42 million 95,776 homes +3.6%+7.5%+5.9% 11 * On a delivery basis (Sekisui House non-consolidated) * Figures for previous years have been revised following a change in the aggregation method from FY2026. 136.2㎡ 135.7㎡ 136.0㎡ 134.3㎡ * The calculation period for each numerical value related to detached ZEH homes is from April of each year to March of the following year.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Built-to-Order Business | Rental Housing and Commercial Buildings Business (1) Enhancing area strategy High-value-added Sha Maison Expanding CRE/PRE business Key Measures of the Seventh Mid-Term Management Plan Net sales Operating profit Gross profit margin Operating profit margin ¥555.0 bn (+1.4%) ¥76.5 bn (+2.2%) 24.8% (+0.4pt) 13.8% (+0.1pt) Q2 Results ¥264.9 bn (-1.9%) ¥36.6 bn (+0.1%) 25.0% (+0.8pt) 13.8% (+0.2pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) 0 2,000 4,000 6,000 8,000 10,000 12,000 As of Jan. 31, 2026 Order backlog End of Q2 FY2026 Order backlog As of Jan. 31, 2027 Order backlog (Revised plan) ¥600.0 bn ¥631.6 bn (YoY: +6.5%) ¥640.0 bn FY2026 full-year orders (Revised plan): ¥595.0 bn (YoY: +0.6%) FY2026 first-half orders ¥296.5 bn (YoY: -3.5%) FY2026 second-half orders (Revised plan) ¥298.4 bn (YoY: +5.0%) 12 ■ Order trends Steady progress in implementing thorough area strategies and enhancing added value led to growth in order backlog. While factoring in rising material prices due to changes in market conditions, including the situation in the Middle East, the plan for earnings growth remains unchanged. * Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented o n a reclassified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. ■ Number and percentage of Sha Maison ZEH orders ■ Percentage (in volume) of rental housing orders in S/A area Built-to-Order Business | Rental Housing and Commercial Buildings Business (2) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% FY2023 FY2024 FY2025 Q2 FY2026 S/A area S area 250.0 300.0 350.0 400.0 450.0 500.0 550.0 600.0 (0.20) 0.30 0.80 1.30 1.80 2.30 2.80 FY2023 FY2024 FY2025 Q2 FY2026 20% 25% 30% 35% 40% 45% 50% 0.0 50.0 100.0 150.0 200.0 250.0 300.0 350.0 FY2023 FY2024 FY2025 Q2 FY2026 Number of ZEB orders Corporate orders 48% 90 buildings 44% 125 buildings 90.9% Percentage of three- and four-story housing (in value) 92% 90.7% 45% 158 buildings 93% ¥165.43 million ¥193.15 million 550.0㎡ 599.7㎡ 44% 52% 600.1㎡ ¥210.12 million 59% 93% ¥229.26 million 89.6% 90.2% 611.6㎡ ■ Average selling price and floor area per building ■ Percentage (in value) of corporate orders and number of ZEB orders 236 buildings 47% 96% 67% +9.1% +8.8% +16.8% 13 0 5,000 10,000 15,000 20,000 25,000 FY2023 FY2024 FY2025 Q2 FY2026 Number of orders (excl. dormitories and company housing) Percentage of orders (excl. dormitories and company housing) 13,353 units 86%83%80% 14,302 units14,729 units 84% 6,066 units * On a delivery basis (Sekisui House non-consolidated) * The calculation period for each numerical value related to Sha Maison ZEH is from February of each year to January of the following year (February to July 2026 for Q2 FY2026).
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Built-to-Order Business | Architectural/Civil Engineering Business Architectural Business: Stable expansion of orders Civil Engineering Business: Differentiation through environmental solutions Strengthening construction expertise Key Measures of the Seventh Mid-Term Management Plan Net sales Operating profit Gross profit margin Operating profit margin ¥301.0 bn (-0.4%) ¥21.5 bn (-2.5%) 13.5% (+0.7pt) 7.1% (-0.2pt) Q2 Results ¥151.0 bn (-5.0%) ¥15.0 bn (+0.5%) 15.5% (+1.3pt) 10.0% (+0.6pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) Orders Q2 FY2025 Q2 FY2026 Amount changed Architectural construction ¥127.4 bn ¥108.5 bn ¥(18.9) bn Civil engineering ¥46.9 bn ¥41.5 bn ¥(5.3) bn Total ¥174.4 bn ¥150.1 bn ¥(24.2) bn Order backlog End of FY2025 End of Q2 FY2026 Amount changed Architectural construction ¥274.7 bn ¥290.1 bn ¥15.3 bn Civil engineering ¥125.2 bn ¥127.1 bn ¥1.8 bn Total ¥400.0 bn ¥417.2 bn ¥17.1 bn ■ Order status (Konoike Construction (non-consolidated)) ■ Environment-related construction as percentage of net sales 14 FY2023 FY2024 FY2025 Q2 FY2026 FY2030 ～～ 21.7% Target: 30% Aiming to increase orders for environment-related construction by leveraging the proprietary technologies of Konoike Construction and its strengths in the environmental field 21.1% 20.1% 25.6% Profit margins continued to improve due to thorough implementation of management focused on profitability, as well as successful cost pass-through measures and the securing of additional construction work. Leveraging our technical expertise and construction expertise, we are making steady progress in securing orders for highly profitable projects.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Supplied Housing Business | Rental Housing Management Business Maximizing owner’s asset value Further improving resident satisfaction Improving profitability Key Measures of the Seventh Mid-Term Management Plan Net sales Operating profit Gross profit margin Operating profit margin ¥726.0 bn (+1.9%) ¥75.0 bn (+9.2%) 16.7% (+0.7pt) 10.3% (+0.7pt) Q2 Results ¥368.0 bn (+2.9%) ¥41.7 bn (+12.7%) 17.4% (+1.0pt) 11.3% (+1.0pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) ■ Units under management and occupancy rate ■ Rent trends 15 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0 100.0 FY2023 FY2024 FY2025 Q2 FY2026 Units under management Occupancy rate 97.7% 97.9% 98.1% 708 thousand units 98.4% 721 thousand units 723 thousand units 721 thousand units FY2023 FY2024 FY2025 Q2 FY2026 Rent per unit (national average monthly rent, tenant contract basis) Change in rent per unit (as of re-tenanting) ¥83,430 ¥86,232 ¥89,187 +3.4% +3.4% +2.2% ¥2,108 ¥1,962 ¥1,659 ¥91,179 ¥2,301 High occupancy rates are being maintained and rents continue to rise, supported by the supply of high-quality buildings in prime locations and appropriate renovation proposals. Efficiency improvements and cost reductions through shorter vacancy periods and other measures are progressing, and profit margin improvement is expected to exceed the initial plan. * Subject to: Properties subleased by our group constructed after 1969 * Occupancy rate: Occupancy rate of units leased by Sekisui House Sha Maison PM companies (645 thousand units as of July 2026). * Following the partial revision of the segment structure in FY2026, comparative information for FY2025 is presented on a recla ssified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Supplied Housing Business | Remodeling (1) Detached houses ┗ Further strengthening customer base through expansion of touchpoints ┗ Enhancing housing stock value through proposal- based and environmentally friendly remodeling Rental housing ┗ Promoting asset value enhancement and renovations Key Measures of the Seventh Mid-Term Management Plan Net sales Operating profit Gross profit margin Operating profit margin ¥210.0 bn (+11.7%) ¥30.0 bn (+15.8%) 28.1% (+0.3pt) 14.3% (+0.5pt) Q2 Results ¥104.7 bn (+12.8%) ¥15.0 bn (+14.8%) 27.9% (-0.1pt) 14.4% (+0.3pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) 0 100 200 300 400 500 600 700 800 900 1,000 As of Jan. 31, 2026 Order backlog End of Q2 FY2026 Order backlog As of Jan. 31, 2027 Order backlog (Revised plan) ¥41.9 bn ¥50.5 bn (YoY: +26.3%) ¥55.9 bn FY2026 full-year orders (Revised plan): ¥224.0 bn (YoY: +16.0%) FY2026 first-half orders ¥113.4 bn (YoY: +17.9%) FY2026 second-half orders (Revised plan) ¥110.5 bn (YoY: +14.1%) 16 In addition to enhancement of customer touchpoints through Sekisui House Support Plus, a company specializing in after-sales services, successful renovation proposals by Sekisui House Remodeling and Sekisui House Sha Maison PM have driven growth in the scale of orders for both detached houses and rental housing, sustaining business growth. ■ Order trends * Following the partial revision of the segment structure in FY2026, comparative information for FY2025 is presented on a recla ssified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Q2 FY2026 Q2 FY2025 Supplied Housing Business | Remodeling (2) ■ Remodeling orders status ■ Distribution of houses by age: Detached houses ■ Distribution of managed properties by age: Rental housing ■ Sekisui House Remodeling, Ltd. ■ Sekisui House Support Plus, Ltd. ¥10 million or more: +11% +80% Distribution of Sekisui House Sha Maison PMs’ managed properties by age (As of Jan. 31, 2026) Less than 10 years 28% 10 years or more and less than 20 years 31% 20 years or more and less than 30 years 26% 30 years or more 15% Distribution of Sekisui Houses’ detached houses by age (As of Jan. 31, 2026) Over 40 years 20% 10 years or less 12% Over 10 years and 20 years or less 19% Over 20 years and 30 years or less 27% Over 30 years and 40 years or less 22% 17 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 FY2022 FY2023 FY2024 FY2025 FY2026 (Revised plan) FY2027 FY2028 Rental housing management Remodeling ¥784.2 bn ¥821.5 bn ¥870.9 bn ■ Supplied Housing Business: Trend in net sales ¥900.5 bn ¥936.0 bn ¥975.0 bn ¥1,012.0 bn Sixth Mid-Term Management Plan Seventh Mid-Term Management Plan CAGR: 4.7% CAGR: 4.0% +4.8％ +6.0％ +3.4％ +3.9％ +4.2％ +3.8％ +4.8％ +4.8％ +5.1％ +2.2％ +11.7％ ±0.0％ +4.8％ +6.3％ +3.7％ +1.9％ +5.4％ +3.5％¥617.2 bn ¥646.5 bn ¥687.1 bn ¥712.6 bn ¥726.0 bn ¥765.0 bn ¥792.0 bn ¥166.9 bn ¥174.9 bn ¥183.8 bn ¥187.9 bn ¥210.0 bn ¥210.0 bn ¥220.0 bn
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Development Business | Real Estate and Brokerage Business Net sales Operating profit Gross profit margin Operating profit margin ¥430.0 bn (+9.0%) ¥32.0 bn (+12.5%) 17.7% (+0.6pt) 7.4% (+0.2pt) Q2 Results ¥211.4 bn (+5.7%) ¥16.7 bn (+17.2%) 17.6% (+1.1pt) 7.9% (+0.7pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) Strengthening procurement and sales of residential land ┗ Strengthening procurement and expanding sales of prime real estate in key strategic areas, and strengthening corporate sales Strengthening noie (ready-built detached housing business) ┗ Supplying high-quality ready-built detached housing in carefully selected locations Key Measures of the Seventh Mid-Term Management Plan 18 0.0 500.0 1,000.0 1,500.0 2,000.0 2,500.0 3,000.0 3,500.0 4,000.0 4,500.0 FY2023 FY2024 FY2025 Q2 FY2026 ■ Breakdown of net sales in the Real Estate and Brokerage Business ■ Turnover ratio for real estate for sale at Sekisui House Real Estate ¥74.3 bn ¥82.1 bn ¥215.9 bn ¥258.6 bn ¥394.5 bn ¥288.4 bn ¥169.0 bn ¥45.0 bn ¥57.9 bn ¥94.4 bn ¥41.4 bn¥356.0 bn Land for sale in lots by Sekisui House Real Estate Land for sale in lots by Sekisui House 1.09 1.09 1.08 0 500 1,000 1,500 2,000 2,500 3,000 3,500 FY2023 FY2024 FY2025 Q2 FY2026 Balance of real estate for sale Turnover ratio ¥201.7 bn ¥251.7 bn ¥261.7 bn ¥281.1 bn 1.11 * Turnover ratio: Net sales from real estate for sale ÷ average balance of real estate for sale Other ¥49.9 bn ¥130.1 bn ¥31.3 bn ¥211.4 bn Thorough area marketing by Sekisui House Real Estate is driving improvements in unit prices and profit margins. We are pursuing both business growth and greater asset efficiency through rigorous management focused on turnover. * Following the partial revision of the segment structure in FY2026, comparative information for FY2025 is presented on a recla ssified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Development Business | Condominiums Business Net sales Operating profit Gross profit margin Operating profit margin ¥111.0 bn (-9.6%) ¥23.0 bn (+31.2%) 31.1% (+8.4pt) 20.7% (+6.4pt) Q2 Results ¥56.1 bn (-2.3%) ¥15.7 bn (+83.8%) 36.3% (+12.9pt) 28.0% (+13.1pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) Development in four main metro areas ┗ Supplying high-asset-value properties in select areas ┗ Expanding Sekisui House’s fan base through GM BASE ┗ Supplying unparalleled, high-value-added housing suitable for the area Key Measures of the Seventh Mid-Term Management Plan 19 ■ Order backlog and completed inventory ■ Major properties delivered or scheduled for delivery in FY2026 As of Jan. 31, 2026 End of Q2 FY2026 Order backlog ¥115.8 bn Completed inventory 8 units Order backlog ¥135.3 bn Completed inventory 3 units Property name Address Number of units sold Delivery period All properties sold in fiscal 2023 and beyond are ZEH GRANDE MAISON Okachimachi Koen Taito-ku, Tokyo 49 units Sep. 2026 GRANDE MAISON Shibuya Nanpeidai Shibuya-ku, Tokyo 16 units Dec. 2026 GRANDE MAISON The Motoyama Kanokocho Chikusa-ku, Nagoya 38 units Oct. 2026 GRANDE MAISON The Kakuozan Tsukimizaka Chikusa-ku, Nagoya 29 units Dec. 2026 GRAND GREEN OSAKA THE NORTH RESIDENCE Kita-ku, Osaka 484 units Mar. 2026 GRANDE MAISON Fukuoka THE BAY Higashi-ku, Fukuoka 43 units Dec. 2026 GRANDE MAISON Fukuoka Korokan-mae Chuo-ku, Fukuoka 97 units Jan. 2027 *Sekisui House holds a 15% equity interest in GRAND GREEN OSAKA THE NORTH RESIDENCE. Sales are progressing steadily, primarily for high-priced properties in carefully selected areas across four metropolitan areas (Tokyo, Nagoya, Osaka, and Fukuoka). With the opening of GM BASE TOKYO in August, GM BASE is now operating in all four cities. We aim to further cultivate our economic sphere by strengthening customer touchpoints and Group collaboration. * Following the partial revision of the segment structure in FY2026, comparative information for FY2025 is presented on a recla ssified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Development Business | Urban Redevelopment Business ■ Asset balance (book value basis) *As of the end of Q2 FY2026 Rental housing Office Hotel Asset balance approx. ¥45.0 bn Prime Maison Nishi-Shinjuku (Shinjuku-ku, Tokyo) Prime Maison Bunkyo Hongo (Bunkyo-ku, Tokyo) Prime Maison Kameido (Koto-ku, Tokyo) Akasaka Green Cross (Minato-ku, Tokyo) *5% equity interest held The Ritz-Carlton, Kyoto (Nakagyo-ku, Kyoto) Net sales Operating profit Gross profit margin Operating profit margin ¥115.0 bn (-36.2%) ¥27.5 bn (-42.8%) 31.3% (+0.2pt) 23.9% (-2.8pt) Q2 Results ¥98.4 bn (+176.2%) ¥27.3 bn (+437.7%) 31.7% (+6.3pt) 27.8% (+13.5pt) FY2026 Earnings Plan (Revised plan / figures in parentheses indicate year-on-year change) Development in four main metro areas ┗ Expanding the property pipeline for Prime Maison rental housing, a short-term asset ┗ Enhancing asset value by improving the profitability of owned office and hotel properties Key Measures of the Seventh Mid-Term Management Plan 20 Asset balance approx. ¥98.0 bnAsset balance approx. ¥35.0 bn ... ... ... GRAND GREEN OSAKA (Kita-ku, Osaka) *15% equity interest held © the Grand Green Osaka developers (JV comprising nine companies) Westin Hokkaido Furano Resort (Furano, Hokkaido) Against a backdrop of favorable conditions for sales in strategic areas, property sales progressed beyond the initial plan, leading to significant upward revisions to net sales and operating profit. To expand the property pipeline, we are focusing on land acquisition and development in carefully selected areas. (Operating: 3 properties | Under construction or in planning: 10 properties) (Operating: 4 properties | Under construction or in planning: 3 properties)(Operating: 2 properties | Under construction or in planning: 4 properties) * Following the partial revision of the segment structure in FY2026, comparative information for FY2025 is presented on a recla ssified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Overseas Business | Q2 FY2026 Results (¥ bn) Q2 FY2025 Results Q2 FY2026 Results Year on year Net sales Operating profit Operating profit margin Orders Net sales Operating profit Operating profit margin Orders Net sales Operating profit Operating profit margin Orders U.S. 586.5 15.0 2.6% 642.8 476.1 4.4 0.9% 750.4 (110.3) (10.5) (1.7)pt 107.5 Homebuilding business 503.2 (2.9) (0.6)% 542.2 413.5 (12.5) (3.0)% 519.7 (89.7) (9.6) (2.4)pt (22.4) Excluding the impact of amortization of goodwill and other factors - 19.1 3.8% - - 3.8 0.9% - - (15.2) (2.9)pt - Master-planned community business 27.7 9.1 32.8% 36.4 46.7 11.1 23.9% 47.5 18.9 2.0 (8.9)pt 11.0 Multifamily business 55.4 8.9 16.1% 64.1 15.8 5.9 37.3% 183.1 (39.5) (3.0) 21.2pt 118.9 Australia 27.8 1.1 4.1% 17.9 10.2 (2.2) (21.9)% 44.2 (17.6) (3.3) (26.0)pt 26.2 Others and administrative expenses - (0.9) - - - (1.1) - - - (0.2) - - Total 614.3 15.2 2.5% 660.8 486.3 1.0 0.2% 794.6 (128.0) (14.1) (2.3)pt 133.8 Singapore* - 2.1 - - - 4.6 - - - 2.4 - - 21 Average exchange rate during the period Q2 FY2025 Results Q2 FY2026 Results U.S. ¥149.01 ¥158.30 Australia ¥94.23 ¥110.43 Singapore ¥112.47 ¥123.67 * Share of profit or loss of entities accounted for using equity method and gain or loss on sales of equity interests. * Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented on a reclassified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Overseas Business | FY2026 Revised Plan (1) (¥ bn) FY2025 Results FY2026 Revised Plan Amount changed - Compared with the Initial FY2026 Plan Net sales Operating profit Operating profit margin Orders Net sales Operating profit Operating profit margin Orders Net sales Operating profit Operating profit margin Orders Net sales Operating profit Operating profit margin Orders U.S. 1,176.6 36.5 3.1% 1,157.2 1,235.1 47.7 3.9% 1,229.0 58.4 11.2 0.8pt 71.7 (82.4) (8.2) (0.3)pt (150.0) Homebuilding business 1,005.5 (5.3) (0.5)% 983.2 873.5 (15.2) (1.8)% 878.3 (131.9) (9.9) (1.3)pt (104.8) (113.4) (17.7) (2.1)pt (184.7) Excluding the impact of amortization of goodwill and other factors - 39.5 3.9% - - 17.3 2.0% - - (22.2) (1.9)pt - - (16.0) (1.4)pt ‐ Master-planned community business 93.5 26.5 28.4% 96.4 103.0 26.7 26.0% 92.1 9.5 0.2 (2.4)pt (4.2) (7.0) 0.1 1.9pt (3.4) Multifamily business 77.6 15.4 19.9% 77.6 258.4 36.9 14.3% 258.4 180.8 21.5 (5.6)pt 180.8 38.1 9.3 1.8pt 38.1 Australia 109.6 4.0 3.7% 86.1 109.4 4.3 4.0% 111.2 (0.1) 0.2 0.3pt 25.0 (1.4) 0.3 0.4pt (8.8) Others and administrative expenses - (2.2) - - - (3.3) - - - (1.1) - - - (0.0) - ‐ Total 1,286.3 38.3 3.0% 1,243.3 1,344.0 48.0 3.6% 1,340.0 57.6 9.6 0.6pt 96.6 (84.0) (8.5) (0.4)pt (159.0) Singapore* - 5.6 - - - 4.7 - - - (0.8) - - - 2.7 - - 22 Average exchange rate during the period FY2025 FY2026 Results Initial Plan Revised Plan U.S. ¥150.43 ¥145.00 ¥155.00 Australia ¥ 96.77 ¥100.00 ¥108.00 Singapore ¥114.89 ¥110.00 ¥120.00 * Share of profit or loss of entities accounted for using equity method and gain or loss on sales of equity interests. * Following the partial revision of the segment structure in FY2026, FY2025 figures and comparative information are presented on a reclassified basis.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. -200.0 -100.0 0.0 100.0 200.0 300.0 400.0 Overseas Business | FY2026 Revised Plan (2) ■ FY2026 Revised Plan: Factors contributing to the change in operating profit in the U.S. homebuilding business (compared to the initial plan) 23 Before deductions for goodwill, etc. Revised Plan (Announced in Sep. 2026) Operating profit Amortization of goodwill and trademark rights Cost of inventory assets Impact of exchange rate fluctuations Initial Plan (Announced in Mar. 2026) Number of homes delivered 11,500 homes Number of homes ordered 12,500 homes Amortization of goodwill and trademark rights, and cost of inventory assets ¥(30.8) bn After deductions for goodwill, etc. FY2026 Initial Plan Revised Plan Average exchange rate during the period ¥145.00 ¥155.00 ¥33.3 bn ($230M) ¥2.5 bn ¥(17.1) bn ±¥0.0 bn ¥0.3 bn ¥(0.9) bn ¥(15.2) bn Amortization of goodwill and trademark rights, and cost of inventory assets ¥(32.6) bn Number of homes delivered 9,500 homes Number of homes ordered 9,571 homes ¥17.3 bn ($111M) Before deductions for goodwill, etc. After deductions for goodwill, etc. Before amortization of goodwill
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Overseas Business | U.S. Homebuilding Business (1) 24 ■ Seventh Mid-Term Management Plan for the U.S. Homebuilding Business (Repost) Number of homes ordered 11,411 12,500 9,571 13,000 14,300 Number of homes delivered 11,712 11,500 9,500 12,200 13,600 Gross profit margin 16.5% 17.0% 16.0% 19.0% 21.0% Operating profit margin 3.4% 3.4% 2.0% 6.5% 9.6% (FY) (Results) (Initial Plan) (Revised Plan) (7th MTMP) (7th MTMP) Operating Profit (Excl. Amortization of Goodwill, Etc. and Consolidation Adjustments) Building Foundations for Growth Product Price Place Promotion People • Technology transfer (design, construction, component quality) • Develop New 2×4 and SHAWOOD products • Shift toward mid-range to high-end lines • Lifetime value-based pricing • Acquisition of land suitable for the two brands • Land acquisition methods to enhance ROA • Building a foundation for CRM strategy • Renewing promotion strategies to deepen product brand penetration • Instilling our corporate philosophy • Establishing employee development systems and award systems Key Measures to Improve Profitability 1 • Improve the gross profit margin by improving the proportion of Built-to-Order homes and shifting toward mid-range to high-end products, among other measures 2 • Cost reductions through streamlining associated with the transition to One Company, such as the consolidation and closure of divisions and locations and workforce reductions (reduction in general and administrative expenses: approximately $50mn year on year) 3 • Reduce low-margin lots * MTMP: Mid-Term Management Plan 2025 2026 2026 2027 2028 (US$ million) 230 230 111 507 927
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. 25 Overseas Business | U.S. Homebuilding Business (2) End of Q2 FY2026 Approx. 50,000 lots Active communities Approx. 26,000 lots Inactive communities Approx. 19,000 lots Low-profit lots Approx. 10,000 lots End of FY2026 End of FY2027 End of FY2028 Approx. 5,000 lots Approx. 2,000 lots Focus on reducing low-margin lots acquired on the premise of selling SPEC homes to entry-level buyers Approx. 8,000 lots Key Measures to Improve Profitability Promote Built-to-Order (BTO) sales and focus on improving the gross profit margin, including by shifting toward mid-range to high-end products Status of Land HoldingsIncreasing the Built-to-Order Ratio Gross profit margin on BTO orders from January to June: approx. 20% Q1 FY2026 (three months) Q2 FY2026 (three months) 21%20% 10% BTO ratio (based on orders/number of homes) FY2025 NASH collaboration lots Approx. 5,000 lots * NASH: NORTH AMERICA SEKISUI HOUSE, LLC.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Overseas Business | U.S. Homebuilding Business (3) Scheduled for rollout in 2027 (8 projects across 4 states) Scheduled for rollout in 2028 (10 states) New 2×4 7th MTMP 8th MTMP SHAWOOD Version 1.0 pilot project Pipeline Projects currently on sale Community Opening The Orchards @Las Vegas AZ NV VACA CO FL TN TX WA OR MD NM UT ID AZ NV VACA CO FL TN TX WA OR MD New 2×4 Launch Event Early Feb. 2027 in Las Vegas Targeting the elite segment. Base selling price: approximately US$1.5 million As this is a company-developed subdivision, there are fewer regulatory constraints, allowing greater flexibility in exterior design A spacious single-story floor plan developed in response to strong demand at another subdivision in Las Vegas New 2×4 version 1.0 ⚫ Lifestyle proposals from Sekisui House ⚫ Design quality ⚫ Construction quality ⚫ Material quality 26 *MTMP: Mid-Term Management Plan Sekisui House technology transfer (design, construction, component quality) and product development for New 2×4 and SHAWOOD are progressing smoothly.
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Overseas Business | U.S. Homebuilding Business (4) 12.0 15.0 18.0 21.0 24.0 27.0 300 400 500 600 700 800 900 1,000 1,100 Homebuilding gross profit margin (%) Price per home (US$ thousands) SEKISUI HOUSE U.S., INC. 2027 2028 Bubble Size: Homebuilding revenue ■Current Positioning of SEKISUI HOUSE U.S., INC. (Compared with 12 Publicly Listed Builders) 27
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Financial Status 28
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Financial Status (1) 29 ¥84 ¥90 ¥110 ¥123 ¥135 ¥144 ¥145 2020 2021 2022 2023 2024 2025 2026 2027 2028 Capital Policies and Policy for Shareholder Return under the Seventh Mid-Term Management Plan ROE High 12% range in the final fiscal year of the Seventh Mid-Term Management Plan Dividends per share Average medium-term dividend payout ratio: 40% or more Minimum dividends: ¥145 Repurchases of Company stock Flexibly implement (FY) 9.5% 11.0% 11.9% 11.9% 11.7% 11.3% 10.1% 2020 2021 2022 2023 2024 2025 2026 2027 2028 ROE High 12% range in the final fiscal year Dividends per share (FY) FY2026 revised plan 10.1% (YoY -1.2pt) (no revisions to the initial plan) Dividend per share: ¥145 (up ¥1 from the previous year) (no revisions to the initial plan) Payout ratio: 42.0% Policy is to forgo repurchases, considering the balance between growth investments and financial soundness Minimum dividends ¥145 Seventh Mid-Term Management Plan We plan to pay dividends per share of ¥145, unchanged from our initial plan and representing a year-on-year increase of ¥1. We are steadily advancing each business toward achieving a 15th consecutive year of dividend increases. Seventh Mid-Term Management Plan
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Financial Status (2) Plans and Actual Results for Real Estate for Sale/Investment Seventh Mid-Term Management Plan (three years) Purchases/investments Japan ¥1,850.0 bn Overseas ¥3,750.0 bn Total ¥5,600.0 bn Sales/recoupment Japan ¥1,850.0 bn Overseas ¥4,800.0 bn Total ¥6,650.0 bn Growth investments Investment ¥150 bn over three years Results through Q2 FY2026 Purchases/investments (Progress) Japan ¥264.8 bn (14.3%) Overseas ¥435.5 bn (11.6%) Total ¥700.3 bn (12.5%) Sales/recoupment (Progress) Japan ¥332.8 bn (18.0%) Overseas ¥486.6 bn (10.1%) Total ¥819.5 bn (12.3%) *Debt repayment period = Net Debt/EBITDA ratio Factory and IT Investments, etc. We will continue to pursue growth investments while maintaining a balance with financial soundness. Financial soundness indicators are expected to improve steadily by the end of FY2026 as funds are recouped through property sales in the urban redevelopment business and the U.S. multifamily business. 0.44 0.86 0.80 0.67 1.57 3.54 3.29 2.89 0.0 1.0 2.0 3.0 4.0 0.0 1.0 2.0 3.0 4.0 2023 2024 2025 2026 2027 2028 D/E ratio (hybrid bond consideration) Debt repayment period (hybrid bond consideration) Finance soundness Long-term credit ratings (Times) (FYE) (Years) 2.79 (Revised plan) 0.65 (Revised plan) * Net debt from the end of FY2024 onward is presented after deducting the equity credit attributable to hybrid bonds (¥100.0 billion). Debt repayment period to about 2x in the final fiscal year (¥ bn) End of FY2023 End of FY2024 End of FY2025 End of FY2026 Results Results Results Initial plan Revised plan Net Debt * 481.8 1,386.8 1,346.5 1,200.0 1,166.0 EBITDA 307.5 392.0 409.8 415.0 417.3 (Initial plan) (Initial plan) Japan Credit Rating Agency (JCR) AA Rating and Investment Information (R&I) AA- S&P Global Ratings (S&P) BBB+ Seventh Mid-T erm Management Plan 30
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. TOPICS 31
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. A New Solution for Japanese Summers: High Dehumidification | Launch of SMART-ECS SARAWEL * “Industry-leading dehumidification capacity”: Rated dehumidification capacity of 3.1 kg/h, measured under the dehumidifying cooling conditions specified in JIS B 8638:2020 (standard cooling conditions: indoor side, 27°C DB and 19°C WB; outdoor side, 33°C DB and 28°C WB). The highest in the industry among humidity-control outdoor air processing units for custom detached houses in Japan (with an airflow rate of 200 m3/h or less) based on a comparison with products evaluated under JIS B 8638:2020 or equivalent conditions (according to publicly available materials from each company). Research by Sekisui House and Panasonic HVAC & CC (as of Jun. 2026) 32 Adding high dehumidification to air purification to keep the entire home dry and comfortable SMART-ECS A ventilation system that controls the temperature and cleanliness of air brought into homes Launched in Aug. 2026 Controls even humidity, a key factor in everyday comfort Industry-leading * dehumidification capacity keeps the entire home dry and comfortable ▮ Clean air (Air Me) Rapidly removes airborne pollutants ▮ Comfortable room temperature Heat exchanging ventilation reduces heat loss ▮ Ventilation zoning Controls airflow SMART-ECS SARAWEL ▮Industry-leading * dehumidification capacity Rated dehumidification capacity equivalent to 3.1 kg/h ▮Outdoor installation Dehumidifies outdoor air before supplying it indoors Easy maintenance ▮Dry and comfortable throughout the home Including non-living spaces such as hallways and washrooms SMART-ECS + high dehumidification for greater comfort during Japan’s summers Reduced clamminess Less effort required for drying laundry indoors Less effort required to prevent mold and dust mites Exhaust air Non-living spaces (entrance) Living spaces (living room, dining room, kitchen) Supply air SARAWEL Ventilation System Supply air Exhaust air Hall Living room, dining room, kitchen
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Sekisui House Construction Launches a Co-Creation Partnership with 202 Exterior Construction Contractors Overview of the exterior partnership program 202 companies Nationwide collaboration with exterior construction contractors Commencement of full- scale operations on Aug. 1, 2026 Enhancing the value of homes and townscapes Five collaborative initiatives by Sekisui House Construction and exterior construction contractors 1 Stabilizing the construction system Share annual construction volume forecasts 2 Human resource recruitment and development Support human resource acquisition and skills improvement 3 More efficient materials procurement and production Improve quality and efficiency through the use of factory-shipped materials 4 Enhancing the value of greening and exterior construction Promote environmentally conscious greening and exterior construction through initiatives such as the Gohon no Ki Project 5 Sustainable business growth Strengthen the management foundations of exterior construction contractors and provide management support A new collaboration framework for mutual growth with exterior construction companies *As of the Jul. 23 announcement 33 Industry-leading construction expertise and responsible construction system Further strengthening of exterior construction as well Background: robust construction network Foundation and exterior work Sekisui House Construction HD Interior work Sekisui House Association Strong relationships of trust Total across the three work categories: approximately 7,700 workers
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. Widely Disseminating Practical Knowledge for Becoming Nature Positive The Gohon no Ki Project is marking 25 years since its launch Publication of White Paper (Jul. 14) • We prepared a white paper presenting the concept and achievements over the past 25 years, supported by scientific evidence • There are four versions in total, including editions for the general public and experts, each available in Japanese and English ✓ Participated in the Global Nature Positive Summit as a platform for communicating the Gohon no Ki Project in Japan and internationally General Public Edition (left) A clear explanation of the concept behind the Gohon no Ki Project in language relevant to everyday life Expert Edition (above) Verification and explanation of the benefits of the Gohon no Ki Project based on scientific evidence History of the Gohon no Ki Project • 25th anniversary of the Gohon no Ki Project, a landscaping and greening business launched in 2001 • Analysis of performance data enables a quantitative assessment of effectiveness in biodiversity conservation and restoration • Research findings demonstrate that tree planting centered on native species contributes to improved well-being • Fostering nature-positive cities with customers, with cumulative tree planting reaching 21.43 million trees • An international conference held over two days, July 14 and 15, in Kumamoto, Japan • With a view to COP17 in October 2026, participating organizations shared their initiatives and achievements with a global audience Timeline of Environmental Initiatives 25th Anniversary Logo for the Gohon no Ki Project • A logo design that conveys at a glance a diverse array of tree species, birds and butterflies fluttering around them, and “people” represented by a person at the center 34 Launch of the Gohon no Ki Project Development of a framework for quantitatively assessing urban biodiversity Presentation of research findings on the effects of contributing to improvement of well-being 25th anniversary of the Gohon no Ki Project Cumulative number of trees planted reached 21.43 million Launched resource recycling initiatives Zero emissions at factories and construction sites Wood Procurement Guidelines Aiming for zero deforestation Eco-First Company An industry first CDP Triple A Climate change, forests and water TNFD disclosure Hosted the Biodiversity Forum Developed a biodiversity visualization proposal tool
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COPYRIGHT©SEKISUI HOUSE, LTD. All RIGHTS RESERVED. 35 First Subdivision for Custom Detached Houses to Receive the Grand Prize at the 9th JAPAN Construction International Award, Organized by MLIT SHAWOOD Sommers Bend, U.S. | Recognized for ZEH, quality, human resource development, environmental conservation, and other initiatives in the Construction and Development Project Category Sommers Bend Model House and Community Experience Center Interior of the Sakura Model House Subdivision Overview Sommers Bend is a 57-lot subdivision for custom detached houses located in Temecula, California, where sales of SHAWOOD homes commenced in 2024. In addition to receiving recognition at the SoCal MAME Awards, the development won the highest honor at the PCBC Gold Nugget Awards. Furthermore, in 2025, the development received the Gold Award, the highest honor at The Nationals, in four categories covering the community, two model homes, and the sales center, earning high acclaim within the U.S. housing industry. The JAPAN Construction International Award was established in FY2017 to recognize, through awards presented by the Minister of Land, Infrastructure, Transport and Tourism, high-quality infrastructure projects, etc. conducted overseas by Japanese companies, thereby enhancing their international presence and supporting their further overseas expansion. Evaluation Points ZEH and Disaster Resilience Deploying net zero energy houses (ZEHs) featuring robust structural components and equipped with solar power systems and storage batteries as standard. Combining a high degree of design flexibility with disaster resilience and environmental performance, earning strong customer recognition Human Resource Development and Quality Continuously and consistently ensuring housing quality by developing local human resources responsible for precision construction, and passing on technical expertise Community Trust Promoting the business through tours of exhibition buildings and opening ceremonies. Building relationships of trust with local residents and serving as a showroom where the entire community can experience the underlying philosophy Research and Long- Life Housing Developing disaster-resilient, long-life housing by leveraging research and testing conducted at the Company’s own research facilities, together with insights on disaster resilience Environmental Conservation Certified timber is used with due consideration for legal compliance and biodiversity. The use of precut components is promoted to reduce construction waste generated at construction sites, thereby contributing to environmental conservation.
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Although the document is prepared on the information believed to be credible, Sekisui House does not guarantee the accuracy or the completeness of such information. All the forward-looking statements are based on judgments derived from information available to the Company at the time for this release. The Company undertakes no obligation to publicly update any forward-looking statements. Certain risks and uncertainties could cause the company’s actual results to differ materially from any projections presented here.