Komori
Sumitomo Realty & Development (8830) · InitiativeAdvanced

Enhancing the product lineup and sales structure for Shinchiku Sokkuri-san and custom-built homes

First written in FY2016. 19 of 30 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

30entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2019-Q3AdvancedFY2025-H1 – FY20262016: 220162017: 320172018: 420182019: 320192020: 320202021: 220212022: 320222023: 420232024: 220242025: 220252026: 22026
Same theme, other companies
Strengthening the “Shinchiku Sokkuri-san” and custom-built home product lines and sales structureA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Since the beginning of the year, the intended reforms have gradually begun to produce results. Fourth-quarter orders by number of homes and value both exceeded the year-earlier level, and the period-end order backlog reached its highest level since the COVID-19 pandemic began.」

    Although full-year orders declined because of revisions to the Building Standards Act and other factors, the company reported a recovery in orders in the fourth quarter of the fiscal year ending March 2026 and a period-end order backlog at its highest level since the COVID-19 pandemic began, following the spin-off and integration reforms.
  2. 2026-05-13AdvancedResults

    「Since the beginning of the year, the intended reforms have gradually begun to produce results. Fourth-quarter orders by number of homes and value both exceeded the year-earlier level, and the period-end order backlog reached its highest level since the COVID-19 pandemic began.」

    ハウジング事業は通期では減益となったが、改革効果と第4四半期の受注回復を記載した。
  3. FY2026-H1AdvancedAnnual report

    「Beginning with the current interim consolidated accounting period, Sumitomo Realty & Development Housing Co., Ltd. has been included in the scope of consolidation because it has become more material.」

    Beginning with the current interim consolidated accounting period, Sumitomo Realty & Development Housing Co., Ltd., which received the Shinchiku Sokkuri-san and custom-built home businesses through the company split effective 1 April 2025, was included in the scope of consolidation. The new structure following the spin-off was reflected in the consolidated financial statements.
  4. FY2025AdvancedAnnual report

    「The company was spun off effective 1 April 2025.」

    The company carried out a company split to transfer and integrate the Shinchiku Sokkuri-san and custom-built home businesses into Sumitomo Realty & Development Housing Co., Ltd. The plan to achieve an early 50% increase in revenue and reach ¥300 billion through business integration, standardize the construction system and expand investment in human capital moved into the implementation stage.
  5. FY2025-H1RaisedAnnual report

    「Until now, the Shinchiku Sokkuri-san and custom-built home businesses had operated separately as divisions of the company. We aim to achieve further growth in the completed construction segment by transferring and integrating both businesses into a new company, with the objectives of: 1) achieving a 50% increase in revenue and reaching ¥300 billion at an early stage by deepening business integration; 2) standardizing the construction system and pursuing mutual prosperity with each partner; and 3) establishing a flexible personnel system, expanding investment in human capital and enlarging the workforce.」

    The company announced plans to carry out a company split on 1 April 2025, transferring and integrating the Shinchiku Sokkuri-san and custom-built home businesses into a newly established wholly owned subsidiary. The plan expands the previous focus on strengthening the sales structure into a growth strategy involving organizational restructuring and numerical targets, including an early 50% increase in revenue, reaching ¥300 billion, standardizing the construction system, and expanding flexible personnel systems and investment in human capital.
  6. FY2024-Q3Shinchiku Sokkuri-san orders continue to decline, while custom-built home orders increaseAnnual report

    「Third-quarter orders (April–December) reached 5,177 Shinchiku Sokkuri-san homes, down 698 year on year, and 1,555 custom-built homes, up 144. The segment’s revenue remained at approximately the year-earlier level because fewer homes were recognized, but it secured higher operating profit as price increases took hold and cost control improved profit margins.」

    Although Shinchiku Sokkuri-san orders declined, custom-built home orders increased. Profit margins improved as price increases took hold and costs were controlled, enabling the completed construction segment to secure higher operating profit.
  7. FY2024-Q2AdvancedAnnual report

    「Second-quarter orders (April–September) reached 3,511 Shinchiku Sokkuri-san homes, down 453 year on year, and 1,147 custom-built homes, up 111. The segment posted lower revenue because fewer homes were recognized, but secured higher operating profit as price increases took hold in both businesses and cost control improved profit margins.」

    Although Shinchiku Sokkuri-san orders declined, custom-built home orders exceeded the year-earlier level. Profit margins improved as price increases took hold and costs were controlled, enabling the completed construction segment to secure higher operating profit.
  8. FY2024-Q1Improving margins despite lower ordersAnnual report

    「First-quarter orders reached 1,698 Shinchiku Sokkuri-san homes, down 287 year on year, and 483 custom-built homes, up 19. The segment posted lower revenue because fewer homes were recognized, but the price increases implemented in both businesses have taken hold and profit margins are improving. As the number of homes recognized is expected to increase mainly in the second half, as usual, progress was judged to be in line with the full-year earnings plan.」

    Although Shinchiku Sokkuri-san orders declined, custom-built home orders exceeded the year-earlier level. The company said price increases had taken hold in both businesses and profit margins were improving.
  9. FY2023AdvancedAnnual report

    「Both businesses posted higher revenue as price increases contributed to sales growth. In addition, thorough cost management, including the use of domestically sourced timber, resulted in higher revenue and operating profit for the segment and a new record for profit for the first time in 3 periods.」

    Although orders for Shinchiku Sokkuri-san and custom-built homes were below the previous year, price increases and cost management, including the use of domestically sourced timber, resulted in higher revenue and operating profit, and a new record for profit for the first time in 3 periods.
  10. FY2023-Q3WorsenedAnnual report

    「Third-quarter orders (April–December) declined year on year to 5,875 Shinchiku Sokkuri-san homes, down 371, and 1,411 custom-built homes, down 386. Although prices were raised against a backdrop of higher material costs such as timber, orders temporarily declined because of the subsequent drop after the rush before the price increase. In addition, orders from customers newly acquiring land declined in the custom-built home business because of higher prices for detached-home sites.」

    Cumulative third-quarter orders continued to decline in both businesses, with the year-on-year decreases amounting to 371 Shinchiku Sokkuri-san homes and 386 custom-built homes. The company again identified the post-price-increase decline and higher detached-home site prices as the causes.
  11. FY2023-Q2WorsenedAnnual report

    「Second-quarter orders (April–September) declined year on year to 3,964 Shinchiku Sokkuri-san homes, down 286, and 1,036 custom-built homes, down 323. Although prices were raised against a backdrop of higher material costs such as timber, orders temporarily declined because of the subsequent drop after the rush before the price increase. In addition, orders from customers newly acquiring land declined in the custom-built home business because of higher prices for detached-home sites.」

    In addition to the subsequent decline in orders after prices were raised in response to higher material costs, the company cited lower orders resulting from higher prices for detached-home sites. First-half orders in both businesses were below the year-earlier level.
  12. FY2023-Q1Temporary decline in orders after passing on higher material costs, but firm from MayAnnual report

    「First-quarter orders declined year on year to 1,985 Shinchiku Sokkuri-san homes, down 210, and 464 custom-built homes, down 156. The main factor was a temporary decline in April orders after the increase in material costs such as timber was passed on to selling prices. From May onward, orders remained firm at approximately the year-earlier level.」

    After the increase in material costs was passed on to selling prices, orders temporarily declined in April, and first-quarter orders in both businesses fell below the year-earlier level. However, the company said orders had returned to approximately the year-earlier level from May onward.
  13. FY2022-Q3AdvancedAnnual report

    「Cumulative third-quarter orders (April–December) increased from the previous year, reaching 6,246 Shinchiku Sokkuri-san homes, up 654, and 1,797 custom-built homes, up 173, compared with the previous year, when sales activities were voluntarily suspended following the declaration of a state of emergency.」

    Cumulative third-quarter orders in both businesses totaled 8,043 homes, up from 7,216 in the same period a year earlier. Orders increased year on year in both Shinchiku Sokkuri-san and custom-built homes, and the recovery in orders continued.
  14. FY2022-Q1AdvancedAnnual report

    「First-quarter orders increased substantially from the same quarter a year earlier, when sales activities were voluntarily suspended following the declaration of a state of emergency, reaching 2,195 Shinchiku Sokkuri-san homes, up 954, and 620 custom-built homes, up 256.」

    Combined orders for Shinchiku Sokkuri-san and custom-built homes reached 2,815, up from 1,605 in the same period a year earlier. Orders continued to recover after sales restrictions related to the infectious disease.
  15. FY2021-Q3RestatedAnnual report

    「Orders fell sharply in the first quarter (April–June) because the declaration of a state of emergency restricted large-scale customer-attraction events and face-to-face sales. After the declaration was lifted, orders entered a recovery trend, and from the second quarter onward (July–December), both businesses remained above the year-earlier level, with 4,351 Shinchiku Sokkuri-san homes, up 278, and 1,260 custom-built homes, up 198.」

    The recovery in orders after the state of emergency was lifted continued from the second quarter onward, with July–December orders for both Shinchiku Sokkuri-san and custom-built homes exceeding the year-earlier level.
  16. FY2021-Q2AdvancedAnnual report

    「Orders fell sharply in the first quarter (April–June) because the declaration of a state of emergency restricted large-scale customer-attraction events and face-to-face sales. After the declaration was lifted, orders entered a recovery trend, and in the second quarter (July–September), both businesses turned positive year on year, with 2,191 Shinchiku Sokkuri-san homes, up 174, and 812 custom-built homes, up 135.」

    Second-quarter orders reached 2,191 Shinchiku Sokkuri-san homes and 812 custom-built homes, turning positive year on year in both businesses. However, cumulative first-half orders remained below the year-earlier level.
  17. FY2021-Q1Recovery trend after infection-related decline in orders, with leading indicators improvingAnnual report

    「Customer traffic generated through the internet and other channels increased in both businesses, and leading indicators such as on-site surveys and requests for plan preparation turned positive year on year. Orders have been on a recovery trend since June.」

    Although Shinchiku Sokkuri-san orders fell below the year-earlier level at 1,241 homes and custom-built home orders at 364 homes, leading indicators such as internet-generated customer traffic, on-site surveys and requests for plan preparation turned positive year on year, and the company reported a recovery in orders from June.
  18. FY2020AdvancedAnnual report

    「As the order backlog accumulated through strong orders through the previous fiscal year contributed to earnings, both the number of Shinchiku Sokkuri-san homes recognized and revenue reached record highs.」

    Although orders declined to 9,666 homes, the recognition of the order backlog drove Shinchiku Sokkuri-san homes recognized to a record 9,301 and revenue to a record ¥119.8 billion, while the completed construction segment achieved a new record for profit.
  19. FY2020-Q2Fewer orders, but progress supported by the order backlogAnnual report

    「Orders declined year on year to 3,730 homes in the Shinchiku Sokkuri-san business, down 1,211, and 1,115 custom-built homes, down 482. However, the order backlog accumulated through the previous fiscal year as a result of strong orders is expected to be recognized going forward, and progress was judged to be in line with the full-year earnings forecast.」

    Although orders in both businesses were below the year-earlier level, the recognition of the order backlog accumulated through the previous fiscal year drove the completed construction segment to record highs in both revenue and operating profit.
  20. FY2020-Q1Lower orders, but progress in line with the planAnnual report

    「Fewer orders, but progress in line with the plan」

    Orders fell below the year-earlier level, at 438 custom-built homes and 1,713 Shinchiku Sokkuri-san homes. However, the company judged the effects of advance demand and the subsequent decline related to the consumption tax increase’s transitional measures to be limited, and said progress was in line with the plan, assuming an increase in homes recognized mainly in the second half.
  21. FY2019-Q3AdvancedAnnual report

    「Third-quarter orders reached record highs in both businesses, at 7,511 homes for Shinchiku Sokkuri-san, up 441 year on year, and 2,263 custom-built homes, up 138.」

    Cumulative third-quarter orders reached record highs in both businesses. Although the number of homes recognized edged down, the completed construction segment posted higher revenue and operating profit because of higher average prices per home.
  22. FY2019-Q2AdvancedAnnual report

    「Second-quarter orders in the custom-built home business reached a record 1,597 homes, up 104 year on year. Orders in the Shinchiku Sokkuri-san business also remained high at 4,941 homes, up 108, the second-highest level after the record set in the fiscal year ended September 2013. As a result, the segment returned to higher revenue and operating profit for the second quarter for the first time in 5 periods.」

    Custom-built home orders reached a record high for a second quarter, while Shinchiku Sokkuri-san remained at a high level. The completed construction segment returned to higher revenue and operating profit for the second quarter for the first time in 5 periods.
  23. FY2019-Q1AdvancedAnnual report

    「Orders in the custom-built home business reached a first-quarter record of 708 homes, up 6 year on year. Orders in the Shinchiku Sokkuri-san business stood at 2,397 homes, down 57, but remained at a record-high level.」

    First-quarter orders for custom-built homes reached a record 708 homes. Although Shinchiku Sokkuri-san orders were below the year-earlier level, they remained at a record-high level of 2,397 homes.
  24. FY2018AdvancedAnnual report

    「During the consolidated fiscal year, both the Shinchiku Sokkuri-san and custom-built home businesses set new all-time highs in orders, homes recognized and revenue, performing strongly.」

    Total orders reached 12,340 homes, comprising 9,350 Shinchiku Sokkuri-san homes and 2,990 custom-built homes. The company continued to expand condominium renovation orders, improve its product offerings and strengthen its sales structure.
  25. FY2018-Q3AdvancedAnnual report

    「Third-quarter orders in the Shinchiku Sokkuri-san business reached a record 7,070 homes, up 329 year on year, while orders in the custom-built home business remained high at 2,125 homes, up 205. As a result, the number of homes recognized in both businesses reached record highs, and the segment posted higher revenue and operating profit.」

    Shinchiku Sokkuri-san orders reached a record 7,070 homes, while custom-built home orders remained high at 2,125 homes. Both businesses recorded record numbers of homes recognized, and the completed construction segment posted higher revenue and operating profit.
  26. FY2018-Q2AdvancedAnnual report

    「Second-quarter orders in the custom-built home business reached a record 1,493 homes, up 143 year on year. Orders in the Shinchiku Sokkuri-san business also exceeded the year-earlier level at 4,833 homes, up 272, remaining at a high level.」

    Custom-built home orders reached a first-half record of 1,493 homes, while Shinchiku Sokkuri-san orders exceeded the year-earlier level at 4,833 homes. However, the completed construction segment recorded lower revenue and operating profit because the number of homes recognized edged down.
  27. FY2018-Q1AdvancedAnnual report

    「First-quarter orders in the custom-built home business reached a record 702 homes, up 88 year on year. Orders in the Shinchiku Sokkuri-san business stood at 2,454 homes, down 18, but remained at a high level following the record set in the same quarter a year earlier.」

    First-quarter orders for custom-built homes reached a record 702 homes. Although Shinchiku Sokkuri-san orders were below the year-earlier level, they remained high at 2,454 homes, and recognized homes were expected to increase mainly in the second half.
  28. FY2017-Q3AdvancedAnnual report

    「In the third quarter, orders in the custom-built home business stood at 1,920 homes, down 7.6% year on year, but orders in the Shinchiku Sokkuri-san business remained at a high level at 6,741 homes, up 2.4%.」

    Orders for Shinchiku Sokkuri-san exceeded the year-earlier level and remained high, while orders for custom-built homes fell below the year-earlier level. The completed construction segment recorded lower operating profit because of higher expenses accompanying the expansion of its business scale.
  29. FY2017-Q1AdvancedAnnual report

    「Orders in the Shinchiku Sokkuri-san business reached 2,472 homes, up 3.3% year on year, a record high for a first quarter. Orders in the custom-built home business fell 7.8% year on year to 614 homes, but remained at a high level above 600 homes.」

    First-quarter orders for Shinchiku Sokkuri-san reached a record high, while orders for custom-built homes were below the year-earlier level.
  30. FY2016First statedAnnual report

    「In the Shinchiku Sokkuri-san business, we are strengthening the condominium renovation division, which has strong growth prospects. In the custom-built home business, we are establishing a new construction system using the wood-panel method in addition to the conventional two-by-four method. In both businesses, we are actively expanding the product lineup and strengthening the sales structure.」

    Orders during the period reached 8,454 homes for Shinchiku Sokkuri-san and 2,882 custom-built homes, with both businesses setting new all-time highs.
Moved together

"Record earnings growth and higher revenue and profit under the Seventh Medium-Term Management Plan" moved the same way as this thread, in the same document, in 20 of its 30 moves.

202018171513★123456
  1. ★This thread
  2. 1Record earnings growth and higher revenue and profit under the Seventh Medium-Term Management Plan20×
  3. 2Continued growth investment in rental buildings and central Tokyo redevelopment20×
  4. 3Higher revenue and profit in the 4 major divisions and record-high results18×
  5. 4Record transaction value driven by higher unit prices for used-home brokerage17×
  6. 5No. 1 in condominium supply and expansion of cumulative orders for Shinchiku Sokkuri-san15×
  7. 6Focus on Tokyo office leasing and maintaining high occupancy13×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Sumitomo Realty & Development's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Results of 2026-05-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.