Slide 1: Arr planner Group
Arr planner Group E¥HHRU RTA TEI S 2983 SES#I—K : 2983 HeSHT-ILF IY F— 20214712A218
Slide 2: Agenda
1. 2. AGENDA 3. 4. A p p e n d i x © 2021 2
Slide 3: Company Overview
COMPANY OVERVIEW / ., . / 2003 10 / / / 303 ※2021 10 INTRODUCTION / 385,888 ※2021 10 / 13 3 / / 1 © 2021 3
Slide 4: Philosophy: All Satisfaction
PHILOSOPHY All Satisfaction INTRODUCTION MISSION © 2021 4
Slide 5: Group companies and history
GMEB-EBXYN-BN ; eameese HB +7 1997 BUKIVD ACHR) A 2001 BEMIS 1 T(HR)AT 2003 SEALS HURIRIRALR ALE eameete tH Bett 1998 PARRA (HAT (BE BUKIVD ARB P ABI) 2007 (H)P—IPSYF—+ YU a-Yark Ram | 2007 (T-L Sy Ya-vark aE (ROR T—L IS +—RHIR) Att BeBe aE (RPI FY +A) Ate RIAL ine 200s Sat IRAE BLE WWE (HIP-LISYF—
Slide 6: Business segments
注文住宅 不動産仲介 注文住宅 分譲住宅 注文住宅 土地活用 98.3 リノベーション リフォーム エクステリア 増改築 外構 © 2021 6
Slide 7: Market position No.1
2.5% 0.1 2.2% 1.6 10.9% 29.1% 2021 1 2021 1 22,012 55.2% 5 No.1 98.3 ※2019 TACT 2014 2018 No.1 ※2020 TACT 2019 © 2021 7
Slide 8: Growth Up
740 599 474 410 2021.1 426 325 241 306 199 219 + 23.5% 99 GROWTH UP 153 71 330 34 255 274 207 227 170 119 2016.1 2017.1 2018.1 2019.1 2020.1 2021.1 2022.1 740 23.5% © 2021 8
Slide 9: Growth Up Topics 1
27,700 12 14 1,400 12 14 27,000 9 10 1,200 9 10 26,000 2021.1 800 2021.1 22,012 19,183 762 16,635 687 625 + 25.8% + 123.7% GROWTH UP GROWTH UP 2019.1 2020.1 2021.1 2022.1 2019.1 2020.1 2021.1 2022.1 TOPICS 1 © 2021 9
Slide 10: 2021 3Q Growth Up
22,470 603 21 465 16,386 623 2021 3Q 2021 3Q 338 18 117 228 16,250 21,825 + 37.1% + 29.7% GROWTH UP GROWTH UP 237 265 2021.3Q 2022.3Q 2021.3Q 2022.3Q TOPICS 1 © 2021 10
Slide 11: 2021 3Q Growth Up
2021 3Q 2021 3Q 12,646 + 9.9% 9,195 + 37.5% 8,180 GROWTH UP GROWTH UP 7,444 2021.3Q 2022.3Q 2021.3Q 2022.3Q TOPICS 1 © 2021 11
Slide 12: New Open
NEW OPEN 1 2022 1 OPEN NEW OPEN 1 1 1 1 2 2 2 3 2 3 2 3 2022 OPEN 4 3 2022 OPEN 3 2 5 4 6 5 7 6 ※2019 10 8 7 7 9 8 6 10 9 8 6 7 11 1 3 3 12 11 11 9 12 9 4 2 12 2 4 1 1 3 3 2 5 2 5 2 1 1 9 8 10 9 © 2021 12
Slide 13: Agenda
1. 2. AGENDA 3. 4. A p p e n d i x © 2021 13
Slide 14: Features and Strengths
1. FEATURESS AND STRENGTHS 2. FEATURESS AND STRENGTHS 3. FEATURESS AND STRENGTHS 4. FEATURESS AND STRENGTHS © 2021 14
Slide 15: Topics 1
1. https://www.arrgallery.jp/ https://www.arrgallery.com/ https://www.ienavi-studio.jp/ 2021.3 + 58.5% GROWTH UP 2021.03 2021.10 TOPICS 1 © 2021 15
Slide 16: Topics 1 growth
1. 45,048 40,684 78.6% 2021 3Q 38,418 36,205 2021 3Q 76.5 % 31,899 + 24.4% +2.1pt 30,165 28,511 26,908 25,185 23,493 21,948 GROWTH UP 18,092 20,111 GROWTH UP 2021.3Q 2022.3Q 16,320 14,871 13,301 11,488 9,769 8,607 7,560 7,122 7,146 + 532.5% GROWTH UP TOPICS 1 © 2021 16
Slide 17: Topics 1
2. 1,800 2,500 TOPICS 1 © 2021 17
Slide 18: One Stop Platform
3. 1. ONE STOP 2. PLATFORM 3. © 2021 18
Slide 19: SPA for Customer
4. SPA FOR CUSTOMER ONE STOP AND SYNERGY FOR FOR ARCHITECTURE THE LAND © 2021 19
Slide 20: ( ) 391,000 1,500 1,200 261,000 5.6 z 100 130,000 300 50 39,000 164,000
( ) 13 391,000 1,500 1,200 250 200 900 150 261,000 5.6 z 600 100 130,000 300 50 39,000 164,000 1.8 0 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 16,000 55,000 93,000 71,000 13 © 2021 20
Slide 21: or / / 2019 2019 35% 18% 24% 9% 2% 2% 23% 33% 12%
15 30 or 15 30 60 / 60 60 / 60 2019 2019 35% 18% 24% 9% 2% 12% 23% 33% 12% 24% 8% 12 12 2020 2020 27% 35% 14% 17% 8% 29% 18% 37% 7%1% 8% 9 9 2019 2019 38% 10% 12% 28% 6% 7% 41% 31% 11% 13% 5% 12 12 2020 2020 45% 32% 12% 5% 5% 23% 13% 21% 31% 1% 8% 9 9 2019 12 2019 12 15 © 2021 21
Slide 22: 1,000 1,000 1,000 0 800 1,000 10.9 29.7 29.0 15.9 14.5 2.9 25.6 32.0
400 400 600 800 1,000 400 600 800 1,000 400 600 800 1,000 600 800 1,000 10.9 29.7 29.0 15.9 14.5 2.9 25.6 32.0 19.5 14.5 0% 20% 40% 60% 80% 100% 0% 20% 40% 60% 80% 100% 0% 2000% 4000% 6000% 8000% 10000% 0% 2000% 4000% 6000% 8000% 10000% 20 40 400 800 © 2021 22
Slide 23: Performance, Price, Design
PRICE 3,000 4,000 DESIGN 2,000 3,000 PERFORMANCE 1,800 2,500 1,200 1,700 TOPICS 1 © 2021 23
Slide 24: Agenda
1. 2. AGENDA 3. 4. A p p e n d i x © 2021 24
Slide 25: Growth Strategy
GROWTH STRATEGY 1. GROWTH STRATEGY 2. GROWTH STRATEGY 3. GROWTH STRATEGY 4. © 2021 25
Slide 26: Topics 1
6,500 20,000 54,107 54,116 54,200 54,000 5,980 5,908 5,871 6,000 16,960 15,000 16,723 16,229 53,800 5,518 5,490 5,500 53,600 10,000 53,332 5,060 53,400 4,929 5,000 5,168 5,130 4,716 53,200 4,540 4,970 4,578 5,000 6,056 6,081 4,833 5,958 4,789 4,500 4,713 53,000 4,646 4,577 4,578 4,568 0 52,800 4,000
Slide 27: Start-up
1. NEW OPEN 2021 3Q 2021 3Q 1 1 1 2 2 2 3 GROWTH FROM 2,788 +266.9% 2,012 2,788 3 2 2,012 1 70 START-UP 760 GROWTH UP 2021.3Q 2022.3Q 2021.3Q 2022.3Q 2021 3Q 2021 3Q 3 2 1 2 2 1 1 44 67 16 GROWTH FROM 19 + 139.3% 28 START-UP 48 GROWTH UP 1 28 2021.3Q 2022.3Q 2021.3Q 2022.3Q 2019 10 TOPICS 1 © 2021 2
Slide 28: Open
1. 2022. 1 OPEN 2021. 4 OPEN 2022. OPEN © 2021 28
Slide 29: New Open
2. 1 1 2 NEW OPEN 3 4 2 3 2021 3Q 2021 3Q 5 4 6 5 3 7 6 17,782 + 18.8% 19,681 + 25.9% 8 19,681 7 17,782 15,626 9 8 14,964 10 9 GROWTH UP 11 GROWTH UP 7 6 12 12 9 8 6 7 2021.3Q 2022.3Q 2021.3Q 2022.3Q 1 3 3 11 4 2 2021 3Q 12 2 2021 3Q 4 536 1 3 480 5 5 437 397 +20.9% + 22.7 % 9 319 8 290 228 230 GROW
Slide 30: Open
2. 2021. 9 OPEN 2022. 1 OPEN 2022. OPEN © 2021 30
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Slide 32: Technology
3. MARKETING TECHNOLOGY PRODUCT SMART HOME SERVICE Web SNS VR IoT © 2021 32
Slide 33: Topics 1
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Slide 34: Point: IoT housing
3. 実際に体感できるシステム IoT住宅とは？ 家のさまざまなモノがインターネットにつながる住まいの こと。パソコンやTVに加え、エアコン、照明、電気錠、ガ ス給湯器までつながり、スマートフォンなどで自動操作や 一元管理ができます。共働き家族が増えてきた今、子ども の見守りや外出先から施錠確認、各種器機の操作といった うれしい機能が満載。5Ｇの通信環境の整備も進み、IoT住 宅のニーズはより高まりそうです。 1. 2. POINT 毎日が快適になり、時短にも POINT 暮らしの心配事をクリアに OFF TOPICS 1 © 2021 34
Slide 35: IoT VR Smart Home
3. IoT VR SMART HOME TOPICS 1 © 2021 35
Slide 36: Topics 1
4. 330 292 242 190 2019.1 2020.1 2021.1 2022.1 2019.1 0 2020.1 5 2021.1 30 2022.1 45 TOPICS 1 © 2021 36
Slide 37: UP UP
cen RRM (FED) |, ASBLY Pr CORROMR 2. RBLUPTOBRSY x PUP 3. Dxostitt 4. Apia - Bao, nienner 2001 : @ Asser 7 tonROME HUORACOMAD RUSBECSWT RELY CORMET LER LAROMES BHT ; Q RLV’ tOBssy rT UP BU CHSRBLYTICSUTI ZALUPAOW ES SRESReILA ' © ovxoitie WHE + HAAN L—Y a VICBWTDXeHETS CLICKED PENETHELLERALEMS ' © A
Slide 38: Agenda
1. 2. AGENDA 3. 4. A p p e n d i x © 2021 38
Slide 39: Topics 1
TOPICS 1 https://www.arrplanner.co.jp/sustainability/ © 2021 39
Slide 40: Business plan and growth potential
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Slide 41: Business plan and growth potential
BRATLOBESEY ZAPAOHGR® Gast planner BES ZTSONR TAR OFERICOWT 4H I—Fid, HHS TAM CU CHER THO, BEGREARC LCBBEL THORS, TSUSPRMREHLEDS IAT. BSE TA Fh OWAR + SMIVERTRCHSCEA THIET. E5 LK TAR H TRIACS BURBS, MISHEEHL TUS TAR AHS SSIS. “HT )L—- 7 ORMROGRORMICSE RSS REEDS OFT. AMBE + MELHICOWT BH IL— TOURS MAE
Slide 42: Information
IR CORPORATE WEB SITE IR WEB SITE INFORMATION © 2021 42
Slide 43: Notes
Qo Planner NOTES CO RBHOMRWICDUT ABMS. REHOSS BHC LTHHOER LESOTHO. SHOR MESO BT KKSTHTT HA LASO MRM T SEO TISOIECKA, ABHICSW THAME LE LEAS SUICRRIS, Fi Lta#k1 — (forward-looking statements) GA#F. CHSld. BECSVSRAS. FUROVUATEHIBEIEBO< BOTH. RAVICCHSEOMMC SRE SRREASESFEREZ ESET. ENSUATPHBRIEC IS. MN SR
Slide 44: Arr planner Group
mia TECHNOLOGY TYETYXTISOL—-CAR OFF hk = BBC SS Arr planner Group