Worth reading
58In focus
Scored from 4 of 5 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
1608
unitsWording
Conditional
How definitive the wording is.Items stated in the management plan
Annual updateKey initiatives
01Growth through store openings and store renovations by ロゴスホーム
02Growth through proactive M&A
Plan assumptionsThe market for new owner-occupied housing starts is stable at just over 200,000 units per year, Although the market is expected to contract over the long term because of Japan's declining birthrate and aging population, it is a mature market expected to remain stable for the time being
Non-financial targetsIndicator name Number of detached houses delivered / Target value 1,608 units / Timing Fiscal year ending May 2027
Size of the Target MarketSubject Japan's detached housing market (2025) / Scale ¥8.0929 trillion / Company share 0.40% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject Hokkaido / Scale ¥234.2 billion / Company share 10.93% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject Hokkaido and the areas of Honshu into which we are expanding / Scale ¥2.1343 trillion / Company share 1.52% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject New owner-occupied housing starts nationwide / Scale Just over 200,000 units per year / Source Prepared by us based on materials from Nomura Research Institute (12 June 2026)
Risks identified by the company
Long-term market contraction due to Japan's declining birthrate and aging population
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Progress against the plan | Annual update |
| Non-financial targets | Indicator name Number of detached houses delivered / Target value 1,608 units / Timing Fiscal year ending May 2027 |
| Plan assumptions | The market for new owner-occupied housing starts is stable at just over 200,000 units per year, Although the market is expected to contract over the long term because of Japan's declining birthrate and aging population, it is a mature market expected to remain stable for the time being |
| Key initiatives | Growth through store openings and store renovations by ロゴスホーム, Growth through proactive M&A |
| Size of the Target Market | Subject Japan's detached housing market (2025) / Scale ¥8.0929 trillion / Company share 0.40% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject Hokkaido / Scale ¥234.2 billion / Company share 10.93% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject Hokkaido and the areas of Honshu into which we are expanding / Scale ¥2.1343 trillion / Company share 1.52% / Source Ministry of Land, Infrastructure, Transport and Tourism, "Building Construction Starts Statistics Survey," 2025 data, Subject New owner-occupied housing starts nationwide / Scale Just over 200,000 units per year / Source Prepared by us based on materials from Nomura Research Institute (12 June 2026) |
| Risks identified | Long-term market contraction due to Japan's declining birthrate and aging population |
| Publication date | 2026/8/31 |
Items this document does not state (17)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetResults under the previous planReason for revision or withdrawalDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Japan's detached housing market is worth approximately ¥10 trillion and has no dominant companies, while our market share is below 1%, leaving substantial room for expansion. We also aim to provide high-performance, affordably priced homes nationwide, tailored to local climates and housing cultures, by using digital marketing and DX.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.