Overview
Real Estate

SRE Holdings Corporation

SRE Holdings Corporation is a 'LifeTech company' that combines real business operations with AI and technology solutions to address Japan's aging society challenges. The company operates two core segments: AI Cloud & Consulting (AICC), which provides AI-powered cloud tools and DX solutions to healthcare, financial, IT, and real estate clients; and Life & Property Solutions (L&P), which offers asset management, brokerage consulting, and smart property development leveraging IoT and ESG technologies. Its distinctive competitive strength lies in being a 'tech provider that encompasses real business,' enabling the company to validate and refine AI solutions through its own operations before commercializing them to third-party clients.

Market Cap
¥36.5B
US$233M
EV
¥60.3B
US$385M
Stock¥2,266▼-1.35%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
9.4
x
LTM EV/EBIT
10.1
x
LTM PER
12.3
x
LTM PBR
2.3
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-42.4%pt
1001
Oct 24, 25 – Oct 23, 26StockTOPIX
1Aug 7, 26Q1 FY2027/03 earnings announced
MC → EV Bridge
36.5BUS$233MMarket Cap29.4BUS$187M+ Debt6.08BUS$38.8M− Cash0.13BUS$0.80M− Inv. Sec.0.68BUS$4.35M+ NCI60.3BUS$385MEV
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Performance & Balance
Revenue 5Y (¥B)
13.6US$86.6M'22/318.5US$118M'23/324.2US$154M'24/326.7US$170M'25/332.9US$210M'26/3
EBITDA 5Y (¥B)
1.65US$10.5M'22/31.96US$12.5M'23/32.52US$16.1M'24/33.54US$22.6M'25/34.67US$29.8M'26/3
Net Income 5Y (¥B)
0.89US$5.69M'22/31.15US$7.32M'23/31.39US$8.85M'24/31.70US$10.8M'25/31.84US$11.7M'26/3
Capital Structure
35%
65%
EquityD/E 1.82xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
3.25US$20.7M11.6US$74.2M'22/34.12US$26.3M8.67US$55.3M'23/33.65US$23.3M8.42US$53.7M'24/34.43US$28.2M12.1US$77.4M'25/38.48US$54.1M27.0US$172M'26/3
Shareholders
Top 10 hold 59.3%
1
SONY GROUP CORPORATION
23.26%
2
Custody Bank of Japan, Ltd. (Trust Account)
16.64%
3
The Master Trust Bank of Japan, Ltd. (Trust Account)
8.61%
4
Yusuke KIDA
2.39%
5
Kazuyoshi NISHIYAMA
2.20%
6
Japan Securities Finance Co.,Ltd.
1.40%
7
NORTHERN TRUST CO.(AVFC) RE FIDELITY FUNDS (Standing Proxy: The Hongkong and Shanghai Banking Corporation Limited, Tokyo Branch)
1.30%
8
NOMURA INTERNATIONAL PLC A/C JAPAN FLOW (Standing Proxy: Nomura Securities Co., Ltd.)
1.22%
9
MSIP CLIENT SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)
1.13%
10
Mitsubishi UFJ eSmart Securities Co., Ltd.
1.12%
Management
5 officers
Kazuyoshi NISHIYAMA
Representative Director, President and CEO
Jul 2003 Sony Corporation (currently Sony Group Corporation) Apr 2007 Head of Business Strategy Office, Chemical & Energy Business Division, Sony Corporation Apr 2012 General Manager, Corporate Strategy Promotion Division, Sony Corporation Feb 2014 Head of SRE Business Preparation Office, Sony Corporation Apr 2014 Representative Director, President and CEO, the Company (current) Oct 2018 Representative Director, President and CEO, SRE AI Partners Inc. (current)
1975-04-09
Akio KUKUMINATO
Director, in charge of Compliance and Internal Audit
Apr 1987 Sony Corporation (currently Sony Group Corporation) Nov 2004 General Manager, Legal Department, Sony Communication Network Corporation (currently Sony Network Communications Inc.) Aug 2017 General Manager, Management Administration Office, the Company Mar 2019 Executive Officer, in charge of Accounting & Finance and Corporate Solutions, the Company Jun 2020 Director (Audit and Supervisory Committee Member), the Company Jun 2023 Director, the Company (current)
1963-07-02
Masanao YOSHIMURA
Director (Audit and Supervisory Committee Member)
Apr 1981 Sony Corporation (currently Sony Group Corporation) Oct 1990 Seconded to Sony Magnescale Inc. (currently Magnescale Co., Ltd.) Jan 1998 Joined Sony Communication Network Corporation (currently Sony Network Communications Inc.) Apr 2008 CFO, So-net Entertainment Taiwan Limited Jun 2011 Full-time Audit & Supervisory Board Member, So-net Entertainment Corporation (currently Sony Network Communications Inc.) Jun 2012 Audit & Supervisory Board Member, M3, Inc. Jun 2016 Outside Director (Audit and Supervisory Committee Member), So-net Media Networks Corporation (currently SMN Corporation) (current) Jun 2026 Outside Director (Audit and Supervisory Committee Member), the Company (current)
1956-05-17
Ayako OTA
Director (Audit and Supervisory Committee Member)
Jun 2001 Recruit Co., Ltd. Sep 2006 Founded Belefect Inc., Representative Director (current) Jun 2013 Outside Director, CDG Co., Ltd. Sep 2014 Director, General Manager, Corporate Planning Division, CDG Co., Ltd. Jun 2015 Director, Head of Diversity Promotion Office, CDG Co., Ltd. Mar 2017 Outside Director, Allied Architects Inc. Dec 2018 Outside Director, Konaka Co., Ltd. (current) Jul 2019 Visiting Researcher, Center for Psychological Support Development for Working People, University of Tsukuba Jun 2022 Outside Director, the Company Jun 2022 Outside Director, Crewber Inc. (currently UpGarage Group Inc.) Jun 2023 Outside Director (Audit and Supervisory Committee Member), the Company (current) Aug 2024 Outside Director (Audit and Supervisory Committee Member), TRY Group Holdings Inc. (current)
1975-09-12
Masahiro KOTOSAKA
Director (Audit and Supervisory Committee Member)
Sep 2004 McKinsey & Company, Inc. Apr 2013 Associate Professor, Faculty of Business Administration, Ritsumeikan University Apr 2015 Outside Director, Appirits Inc. Mar 2016 Outside Audit & Supervisory Board Member, Uzabase, Inc. Apr 2016 Associate Professor, Faculty of Policy Management, Keio University Jun 2017 Outside Audit & Supervisory Board Member, Raksul Inc. Dec 2018 Outside Director, Euglena Co., Ltd. (current) Mar 2019 Outside Director (Audit and Supervisory Committee Member), Uzabase, Inc. Oct 2019 Outside Director (Audit and Supervisory Committee Member), Raksul Inc. (current) Jun 2023 Outside Director (Audit and Supervisory Committee Member), the Company (current) Apr 2025 Professor, Faculty of Policy Management, Keio University (current) Sep 2025 Outside Director, Mercari, Inc. (current)
1982-01-14
Large Shareholding Reports
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2026-09-24
5.05%→4.41%
Resona Asset Management Co., Ltd.
2026-06-22
6.71%→7.75%
Tokio Marine Asset Management Co., Ltd.
2026-06-05
5.92%→4.87%
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2026-06-04
6.50%→5.63%
Asset Management One Co., Ltd.
2026-02-20
5.82%→2.75%
Sumitomo Mitsui Trust Asset Management Co., Ltd.
2026-02-05
5.19%→6.50%
Nomura Asset Management Co., Ltd.
2025-12-22
4.86%→3.34%
Nomura Asset Management Co., Ltd.
2025-11-07
3.82%→4.86%
Capital Research and Management Company
2025-08-22
7.14%→4.31%
Nomura Asset Management Co., Ltd.
2025-08-20
3.82%
Nomura Asset Management Co., Ltd.
2025-08-06
4.57%→3.81%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-09-24
Large Shareholding Report
TDnet
2026-08-05
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-06-24
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-22
Large Shareholding Report
EDINET
2026-06-05
Large Shareholding Report
EDINET
2026-06-04
Large Shareholding Report
EDINET
2026-02-20
Large Shareholding Report
TDnet
2026-02-10
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2026-02-05
Large Shareholding Report
EDINET
2025-12-22
Large Shareholding Report
EDINET
2025-11-13
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2025-11-07
Large Shareholding Report
EDINET
2025-08-22
Large Shareholding Report
EDINET
2025-08-20
Large Shareholding Report
TDnet
2025-08-08
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-08-06
Large Shareholding Report
EDINETAmended
2025-07-08
Amended Annual Securities Report
Period: Apr 2024 – Mar 2025
EDINET
2025-06-25
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-17
Q3 Earnings Flash
FY ending Mar 2025
TDnet
2025-02-06
Q3 Earnings Flash
FY ending Mar 2025
EDINETAmended
2025-01-24
Amended Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-11-13
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
EDINETAmended
2024-09-13
Amended Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINETAmended
2024-09-13
Amended Annual Securities Report
Period: Apr 2022 – Mar 2023
TDnet
2024-08-06
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-27
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-13
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-14
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-10
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-26
Annual Securities Report
Period: Apr 2022 – Mar 2023
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