Sekisui House : Presentation material of Rental Housing Business Briefing

Sekisui House, Ltd.

Rental Housing Business -

The Business Segment That Will

Drive Domestic Business Growth

1

Theme of the Sixth Mid-Term Management Plan

The Sekisui House Global Vision

M a k e h o m e t h e h a p p i e s t p l a c e i n t h e w o r l d

Propose happiness through the integration of technologies, lifestyle design and services

• Introducing the "life knit design" concept that interweaves lifestyles
• Creating value through data-driven DX
• Offering PLATFORM HOUSE, health services, and lifestyle services

Become a leading company	Make Sekisui House technologies
in ESG management	the global de facto standard
✓ Helping solve environmental issues through	✓ Entering the southeastern United States
residences	✓
	Expanding the sale of our SHAWOOD products,
✓ Making employee autonomy a growth driver	which leverages safety, comfort, and design
✓ Innovation and communication	✓ Engraining such lifestyle design as our lifestyle proposal
	capabilities, customer engagement, and brands

Stable Growth in Japan and Proactive Growth Overseas

Today's presentation will be about our strategy on how Sekisui House Rental Housing Business will drive domestic business growth.

confidential

2

SEKISUIHOUSE,LTD

Last year, the Company achieved record-high profits under the Fifth Mid-Term Management Plan.

In the Sixth Mid-Term Management Plan, which was initially presented in March of this year, we are continuing to move in line with our Global Vision to "make home the happiest place in the world," and have made "Stable Growth in Japan and Proactive Growth Overseas" the theme of the plan.

I think it is important for the Rental Housing Business to drive domestic business growth by developing a business model where cash earned from the Rental Housing Business is actively invested in overseas markets, etc.

2

Rental Housing Business-Based Net Sales and Operating Income Ratios (FY2022)

The Rental Housing Business segment accounts for approximately 40% of Sekisui House's net sales and

approximately 50% of our operating profit

Net sales ¥2,928.8 billion (consolidated)

Operating profit ¥261.4 billion (consolidated)

Overseas				Overseas
Business				Business
Development
			Development
Business				• Profits from rental
• Rental housing			Business
			housing management fees
	management fees
Supplied			Supplied	• Profits from rental
• Rental housing
Housing			Housing	housing remodeling
remodeling
Business			Business

		Rental					Rental
						Housing
Built-to-	Construction of rental	Housing			Built-to-	Profits from construction Business
Order	housing, etc.	Business			Order	of rental housing, etc.	Approx.
			Business
Business		Approx.
				¥130 billion
		¥1.2 trillion
Note: Does not include other businesses, corporate expenses, or inter-segment eliminations			3

confidential

SEKISUIHOUSE,LTD

Now I will provide a summary of the impact of net sales and operating profit related to our Rental Housing Business.

In FY2022, Rental Housing Business net sales totaled ¥1.2 trillion, consisting mainly of Rental Housing Business construction contract related sales and sales from the Real Estate Management Fees segment in which Sekisui House Real Estate companies manage subleasing of rental housing.

Operating profit attributed to the Rental Housing Business was ¥130 billion, accounting for approximately half of the Company's operating profit.

3

The Four "P"s Price Leader Strategy

GoodPlace

GoodPlan

GoodPerson

GoodPrice

We will realize long-term stable management for owners

by pursuing added value placing residents first

confidential

4

SEKISUIHOUSE,LTD

Here we will look at the basic strategy of our Rental Housing Business.

In the Rental Housing Business, a price leader strategy based on area marketing is implemented where business is promoted through the four "P"s.

This provides added value by placing residents first and encourages favorable residents to stay longer, thereby offering owners long-term stable rental contracts.

4

confidential

GoodPlace

5

SEKISUIHOUSE,LTD

5