Investor Presentaiton

Summary of Drive 2022 (FY2020-2022) Housing Company SEKISUI ■ Achieved sales plans in overall terms owing to growth in the Subdivision and Ready-built Housing, Real Estate, and Town and Community Development businesses despite rapid changes in the market environment ■ Operating profit fell substantially below plans owing to a decline in the number of houses sold and the impact of soaring raw material prices Net Sales ■ Housing Renovation Other (JPY billion) -10.6 Analysis of Operating Profit (JPY billion) Marginal Sales Factors Renovation Renovation Other Other Profit Fixed Marginal Factors Costs Profit Fixed Marginal Fixed Special Costs Profit Costs factors Total Difference 548.0 537.4 68.0 76.4 Number of houses 100.0 sold: -1,580 units -17.9 -1.2 +8.6 +0.2 -0.8 -1.0 +1.0 -0.1 -12.2 Components and other: -15.0 Product Mix, Cost Reduction, etc.: +13.8 97.3 370.0 363.6 44.0 -11.2 32.8 Housing Stock Other FY2022 Medium-term Plan FY20222 Results Basic Strategies Three growth strategies • Strengthen the Subdivision and Ready-built Housing businesses to capture a share of volume zone markets Strengthen smart and resilience functions Fortify the business structure ⚫ Realize the effects of production company integration / promote the leveling out of sales and production Realize low-cost operations for ready-built houses ●Renovation: Strengthen contact with customers, expand sales of smart products Real Estate: Increase the number of dwelling units under management, Expand apartment renovation orders, Promote purchase and resale branding •Town and Community Development: Establish businesses ●Residential Service/Overseas: Restructure the business base Copyright© SEKISUI CHEMICAL CO., LTD. FY2022 Medium-term Plan Housing -10.5 Results " Challenges Results • Challenges Renovation -0.6 Other* FY2022 Results Results and Challenges Subdivision housing order ratio 29% (+6%) ZEH ratio 94% (+16%), solar (PV) ratio 89% (+12%), storage battery ratio 83% (+31%) Promote and solidify efforts to attract customers and negotiations using online tools · Detached housing market share in Japan 2.5% (+0.1%) * SEKISUI CHEMICAL estimate ⚫ Decrease in the number of houses sold against the backdrop of COVID-19 and high inflation (-550) " © Decrease in profitability * Data in parentheses vs. FY2019 " Increase in renovation for Heim owner orders per sales staff, improvement in the gross profit margin Launched and established the purchase and resale BeHeim brand Failure to achieve plans owing to a lack of growth speed Results Achieved Town and Community Development Business growth in excess of plans; progress in diversifying procurement and schemes Challenges . Weak Residential Services and Overseas businesses owing to the impact of COVID-19 *Other (Real Estate, Town and Community Development, Overseas, Residential Services. HEIM DENKI) 27

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