• Beyond the commitment to design is a track record of efficiency – Arr Planner stands out among domestic homebuilders for its ability to deliver sector-leading growth despite significant industry headwinds. Beyond an effective growth product strategy, the Company’s focus on efficiency, both in terms of operations and capital management, has resulted in an impressive 28.7% ROE in FY1/25. We think this capital efficiency reflects the management team’s significant share ownership, which ensures a focus on long-term value creation rather than short-term profitability. The Company’s “Vision 2033” outlines an ambitious revenue target of ¥100.0bn by 2033, which the Company believes it has a clear path to achieve.
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