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Overview

Construction

TAISEI CORPORATION

Taisei Corporation is one of Japan's leading general contractors, engaged in civil engineering, building construction, and real estate development. The company undertakes large-scale infrastructure projects such as tunnels, bridges, and urban transit systems, as well as commercial, residential, and industrial building construction across Japan and internationally. Its competitive strengths include advanced construction technology, a vertically integrated group structure encompassing road construction (Taisei Rotec), precast concrete (PS Construction), and real estate development (Taisei Yuraku Real Estate), and a heritage dating back to Japan's first corporate construction enterprise established in 1887.

Market Cap

¥1,831B

US$11.7B

¥1,636B

US$10.4B

Stock¥11,235▲+0.58%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

7.7

LTM EV/EBIT

8.2

LTM PER

10.7

LTM PBR

2.0

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-19.8%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Jan 13, 26Constructive dialogue with activist investors

2Feb 13, 26Silchester filed substantial shareholding report

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

67%

33%

EquityD/E 0.48xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 40.1%

as of 2026-03-31 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

15.47%

Custody Bank of Japan, Ltd. (Trust Account)

6.02%

TAISEI CORPORATION Business Partners' Stock Ownership Association

3.79%

The Chase Manhattan Bank, N.A. London SL Omnibus Account (Standing Proxy: Mizuho Bank, Ltd.)

3.06%

State Street Bank and Trust Company 505001 (Standing Proxy: Mizuho Bank, Ltd.)

2.72%

State Street Bank and Trust Company 505223 (Standing Proxy: Mizuho Bank, Ltd.)

2.29%

TAISEI CORPORATION Employee Stock Ownership Association

2.21%

Meiji Yasuda Life Insurance Company

1.75%

Mitsubishi Estate Company,Limited

1.49%

JP MORGAN CHASE BANK 385781 (Standing Proxy: Mizuho Bank, Ltd.)

1.31%

Management

6 officers

Yukio HABA

Director

Apr 1986 Joined Taisei Corporation Apr 2019 General Manager, Corporate Planning Department, Office of the President, Taisei Corporation Apr 2021 Executive Officer, Taisei Corporation Apr 2024 Managing Executive Officer, Taisei Corporation Jun 2026 Director, Taisei Corporation

1963-08-07

Masahiko OKADA

Audit and Supervisory Board Member

Apr 1982 Joined Taisei Corporation Apr 2016 General Manager, Secretariat Department, Taisei Corporation Apr 2017 Executive Officer, Taisei Corporation Jun 2020 Managing Executive Officer, Taisei Corporation Apr 2023 Senior Managing Executive Officer, Taisei Corporation Jun 2023 Representative Director, Taisei Corporation Apr 2026 Director, Taisei Corporation (current) Jun 2026 Audit and Supervisory Board Member, Taisei Corporation

1959-01-22

Keiko OHARA

Director

Apr 1988 Registered as attorney-at-law (Tokyo Bar Association, First); joined Komatsu Sogo Law Office (later Komatsu Koma Law Office) Sep 1992 Joined Weil, Gotshal & Manges, New York Office Aug 1993 Registered as attorney-at-law (New York State) Oct 1993 Returned to Komatsu Koma Law Office Feb 2000 Founding Partner, Kamiyacho Law Office (current) Mar 2017 Audit Director, Save the Children Japan (current) Dec 2018 Outside Director, FPG, Inc. (current) Jun 2019 Outside Director, Fujikyu Co., Ltd. (current) Jun 2020 Audit and Supervisory Board Member, Taisei Corporation (current) Jun 2026 Director, Taisei Corporation

1959-10-18

Keiji NISHIZAWA

Director

Apr 1980 Joined Yasuda Fire & Marine Insurance Company, Limited (now Sompo Japan Inc.) Jun 2010 Director and Managing Executive Officer, Sompo Japan Insurance Inc. (now Sompo Japan Inc.) Jun 2012 Director and Executive Officer, NKSJ Holdings, Inc. (now SOMPO Holdings, Inc.) Apr 2013 Director and Senior Managing Executive Officer, Sompo Japan Insurance Inc. (now Sompo Japan Inc.) Apr 2014 Representative Director and Senior Managing Executive Officer, Sompo Japan Insurance Inc. Apr 2015 Director and Senior Managing Executive Officer, Sompo Japan Nipponkoa Holdings, Inc. (now SOMPO Holdings, Inc.); Representative Director and Senior Managing Executive Officer, Sompo Japan Nipponkoa Insurance Inc. (now Sompo Japan Inc.) Apr 2016 President and Executive Officer, Sompo Japan Nipponkoa Insurance Inc. (now Sompo Japan Inc.) Apr 2022 Director and Chairman, Sompo Japan Inc. Jun 2022 Outside Audit and Supervisory Board Member, Yasuda Real Estate Co., Ltd. (current) Apr 2024 Advisor, Sompo Japan Inc. (current) Jun 2026 Director, Taisei Corporation

1958-02-11

Kyoko UEMURA

Audit and Supervisory Board Member

Apr 1994 Assistant Judge, Osaka District Court Apr 2002 Assistant Judge, Numazu Branch, Shizuoka Family Court Apr 2004 Judge, Numazu Branch, Shizuoka Family Court Apr 2005 Judge, Yokohama District Court Apr 2008 Registered as attorney-at-law (Tokyo Bar Association, First) Jun 2017 Outside Audit and Supervisory Board Member, MS&AD Insurance Group Holdings, Inc. Jun 2018 Outside Director, SoftBank Corp. Oct 2018 Partner, Fukayama Kogane Law and Accounting Office Aug 2024 Partner, Fukayama Uemura Law Office (current) Apr 2026 Auditor, Showa Women's University (current) Jun 2026 Outside Director (Audit and Supervisory Committee Member), Snow Brand Milk Products Co., Ltd. (scheduled) Jun 2026 Audit and Supervisory Board Member, Taisei Corporation

1961-07-22

Yuji SAKODA

Audit and Supervisory Board Member

Apr 1991 Joined National Police Agency Feb 2001 Seconded to Ministry of Foreign Affairs (until Aug 2004); First Secretary, Embassy of Japan in Austria Mar 2015 Counselor, Cabinet Secretariat (National Security Secretariat) Feb 2017 Director, Public Security Division, Security Bureau, National Police Agency Apr 2018 Director, Foreign Affairs Division, Foreign Intelligence Department, Security Bureau, National Police Agency Aug 2019 Chief, Nagasaki Prefectural Police Headquarters Aug 2020 Director General, Public Security Department, Metropolitan Police Department Sep 2021 Director General, Foreign Intelligence Department, Security Bureau, National Police Agency Aug 2022 Director General, Security Operations Department, Security Bureau, National Police Agency Jun 2023 Director General, Security Bureau, National Police Agency Jan 2025 Commissioner General, Metropolitan Police Department Jun 2026 Outside Director, SBI Shinsei Bank, Limited (scheduled) Jun 2026 Audit and Supervisory Board Member, Taisei Corporation

1968-06-26

Large Shareholding Reports

Nomura Asset Management Co., Ltd.

2025-12-03

4.79%→5.81%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-09-19

3.28%→2.93%